Google priority inbox
Posted on September 3rd, 2010 by Chris Tanner

We know that loads of our users are running Googlemail or Google Apps. We do too. It’s been so easy adding more users to the company email system as we’ve grown over the past few months, and of course it’s fully integrated with Brightpearl.

Google have just launched the “priority inbox” feature. We think this is a great idea. We spend a lot of time thinking about how to make business more efficient, so thought you’d like to know about this too. Your Gmail/ Google Apps account should have a new link at the top suggesting that you try the new feature – give it a go!

Google Priority Inbox

Whilst you’re looking at how efficient email processing can help your business, take a look at the Rapportive/Brightpearl integration that delivers CRM data right into your Google inbox (Firefox and Chrome browsers only). From a customer’s email, you can see what they owe you, any notes that a colleague may have added to their timeline and more. It’s free and easy, and really, really powerful.

Read more here

Gmail CRM integration

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Pearl and Googlemail working in perfect harmony
Posted on May 6th, 2010 by Chris Tanner

Finally, a world beating CRM integration for Googlemail.

We’ve worked with the guys over at Rapportive to bring you a first in Web 2.0 business integration – full two way data transfer between your Pearl business management system and your Googlemail inbox.

  • Access contact quotes, notes, sales and financial history all from within your Gmail account.
  • Add notes to a contact and update their status, all without leaving your inbox.
  • Your web based accounting solution running tightly with your email. Now that’s hot.
  • Save time, and make sure you’re up to speed with your colleagues!

Watch the video

Gmail CRM integration

Of course, email integration doesn’t stop there. You can set up your Pearl account to send all outgoing email via your Google server, so that emails sent from within Pearl appear in your Gmail conversations. You can add filters to your Gmail account so that all incoming emails (from you AND all your colleagues) are copied into the contact timeline in Pearl, so you can be sure you’re working with the most up to date information. Read how it all works.

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We’ve updated the Pearl email dropbox!
Posted on February 22nd, 2010 by Chris Tanner

You can use your Pearl email dropbox to keep a copy of all communications on the relevant contact timeline, whichever email software you use.  That’s really handy if you need to access a full contact history, or need to share information between team members without CC-ing everyone all the time.

Back in the early days of 2009 you had to set up a separate dropbox email account that Pearl connected to, and copied all the emails over. Now it’s much, much simpler.

All you need to do is CC or FWD to your dropbox email address. That’s it! Nothing to set up.

Find your dropbox email address at Setup:Options:Contacts. For detailed information on the dropbox system, read more here. Email is a fickle beast, and we’ve tested the system on as many different email clients as we can get our hands on, from Hotmail through Thunderbird, Mac, PC, Linux… but if you spot emails not coming through, then please let us know via the Pearl helpdesk. Thank you :)

If you’re using the old dropbox method, please note that we will be turning this off on the 1st of March, so make sure you get into the habit of using your new one soon!

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