Office Hours: Managing Email in Quivr CRM – Tips for Advisors
Email remains one of the most important communication channels for financial advisors. While Quivr CRM offers a robust platform built on Salesforce, managing and capturing emails effectively can sometimes be tricky. In this week’s Office Hours, we discussed common scenarios, best practices, and tools to help you streamline email management in your CRM.
One key consideration is that not all emails are created equal. Advisors often face situations where an email may relate to a client, a third-party professional, or an internal discussion. Determining where to log these emails and how to associate them with the correct records is critical for maintaining accuracy and compliance.
Quivr CRM leverages Salesforce’s infrastructure, including Einstein Activity Capture (EAC), which automatically syncs emails and calendar events. While EAC is useful for capturing email data, it has some limitations. The emails captured via EAC may not be fully actionable as records, meaning you can view them but may not be able to manipulate or report on them in more sophisticated ways. This is where third-party tools from Salesforce’s AppExchange can help. These apps often allow emails to become full records, giving advisors more control and flexibility over how they interact with, organize, and report on their communications.
There are several reasons advisors often turn to these AppExchange tools:
Data Control: Not every email needs to be captured. Third-party tools let you filter which emails are logged, keeping your CRM clean and focused.
Compliance & Privacy: In larger firms, some emails may contain sensitive information that shouldn’t be visible to all users.
Advanced Functionality: Full email records allow you to query, report, and automate tasks using that information. This can make client preparation, follow-ups, and workflow management more efficient.
Using these tools, advisors can ensure their email data is stored in a structured and actionable way, making it easier to prepare for client meetings and track correspondence over time. The combination of EAC for automatic capture and AppExchange tools for record creation offers flexibility to meet different team needs.
The takeaway from this week’s Office Hours is that email management in a CRM isn’t one-size-fits-all. Smaller teams may be fine relying primarily on EAC, while growing firms often need additional tools to filter, record, and manage communications efficiently. The right approach depends on your workflow, team size, and compliance requirements.
If you’re looking to optimize email management in your practice and explore how Quivr CRM can help streamline your workflows, schedule a demo with our team today.
