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Trail Mail
Simple Email History Tracking
Overview
Trail Mail allows you to capture all your incoming and outgoing email in Salesforce. Understanding how your organization is interacting with your customers is essential to gain valuable insights, track compliance and drive more sales.
See How Trail Mail Works
Get up and running quickly with Trail Mail to start tracking Email interactions with your Leads and Customers. Email sent or received by your organization (Outlook, Gmail, any!) will automatically attach to your Salesforce records!
Automate Email History tracking (Email Logging) and eliminate manual logging steps to track valuable interaction data to give your business a single place to view email engagements with your customers.
Simple to enable and configure while also giving your organization the control to capture the interactions you care about the most. It couldn't be easier to ensure all your valuable email interactions are logged in the World's Best CRM!
Trail Mail enables your staff to focus on interactions rather than reporting requirements. With our easy to configure email history solution, we enable valuable insights into the email collaboration with your customers and remove all overhead for your Salesforce users. By using Trail Mail you are following the path created by Trail Two. Trail Two is committed to unlocking the full potential of Salesforce to deliver maximum value to our customers.
Categories
- Business Needs
- SalesCollaborationEmail & Calendar Sync
- Personas
- ExecutiveSales Representative / ManagerService Agent / Supervisor
- FeaturesNo LimitsThis product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in HelpLightning ReadyOptimized for Salesforce orgs that use Lightning Ready.Person AccountsSupports Salesforce orgs that use Person Accounts.Managed PackageThis product is installed in your Salesforce org as a managed package and receives automatic upgrades.
- No LimitsLightning ReadyPerson AccountsManaged Package
