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Deploy WiseStamp on CRM Platforms
In addition to adding WiseStamp signatures to your emails on various platforms, you can also integrate it directly with your Customer Relationship Management (CRM) software. This includes popular CRM systems such as Marketo, Salesforce, Salesloft, Pipedrive, Oracle NetSuite, Zoho, and Spark. WiseStamp server-side solution allows for this, ensuring that your professional email signatures appear on all emails sent from your company, regardless of the device, email client, or the CRM used.
Here is how the process works:
Step 1: CRM email trigger
An email is sent from your company's CRM. This CRM is linked to your email platform, which acts as the starting point for all outgoing emails. Whether it's a marketing communication, a newsletter, or a transactional email, the journey starts here.
Step 2: Organization's email server
The email from the CRM is then directed to your organization's email server. It does not matter if your organization uses Google Workspace, Microsoft Exchange, or any other email server; WiseStamp integrates seamlessly with all.
Step 3: WiseStamp server-side host
Next, the email message is redirected to WiseStamp server-side host. This is where the magic happens: the appropriate email signature, which you designed and saved in WiseStamp, is added to your email. This process is automated and ensures uniformity and consistency in all your professional emails.
Step 4: Arrival at recipient's inbox
Finally, the email (now complete with the added signature) is routed back to your email server, which then sends it to the intended recipient. This ensures that every email sent out from your CRM carries your professional WiseStamp signature and arrives just as intended in the recipient's inbox.
By integrating WiseStamp with your email service provider using the server-side solution, you can maintain a consistent, professional image across all your business emails, regardless of how or from where they are sent. Should you need further assistance with the setup or have any questions, WiseStamp support team is always ready to help!