Act On It Email Assistant
Challenge: Outlook and Gmail remain powerful channels of communication for many businesses and an effective method for keeping managers informed via alerts. However, the most meaningful alerts require action, which typically requires managers to navigate to Salesforce.
Solution: Act On It for Gmail/Outlook transforms email alerts into actionable work items. Act On It will recognise and surface the underlying alert message in the Salesforce side panel, providing immediate access to the record details and quick actions for streamlining next steps. For email alerts sent to teams, Act On It will track when users see and engage with the alert message for enhanced tracking and visibility.
Result: Managers can take quick decisive action with a couple of clicks directly from their mailbox. Saving time and preventing them from having to navigate away to support the day-to-day operations.