EmailScoop

EmailScoop is a customizable automatic solution to easily track outgoing and incoming emails sent via any email server.

How It Works

EmailScoop works via direct access to email server, with email synchronization running every 5 minutes (however, the synchronization interval is configurable on demand). See how you can easily track email interactions: after you’ve added the contact person's email into your CRM, EmailScoop can automatically track both outgoing and incoming emails.

Versions Supported

Microsoft Dynamics CRM 2011, 2013, 2015 and 2016
Microsoft Dynamics 365

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Get More Value from Your CRM

	Pipeline transparency Email communication regarding lead generation and nurturing, as well as account management activities are visible at all company levels.
	Gap-free communication CRM users have a full picture of how communication with customers flows.
	More time for true sales and marketing Automated email logging saves the time of sales and marketing teams for more important tasks.
	No data loss Even if the user deletes the tracked message in a mail client, an email copy is still kept in Microsoft Dynamics 365/CRM.
	Increased information security If certain emails should not be tracked for they contain highly confidential data, EmailScoop provides confidentiality settings.

EmailScoop vs. Standard Tracking Tool for Outlook

Incoming emails

Outgoing emails

Smart matching

Email history

Different providers

Exceptions and privacy settings

Creating new CRM contacts

Sometimes tracking is inconsistent, e.g. when incoming emails are moved to other folders according to a rule.

CRM users have to check the tracking box for each outbound email manually (potential risk in case a user forgets to apply this setting).

Intelligent association of emails with opportunities is available, however disabled in certain scenarios.

Not available.

Outlook email tracking plug-in allows tracking from Exchange, Gmail, Yahoo, etc.

Not available.

The tool allows creating CRM records, such as activities, accounts, contacts and leads from the Quick Access Toolbar only manually.

All inbound emails are tracked automatically.

Email tracking works even in such specific but crucial cases as:

No recipient receives, reads or opens an inbound e-mail (e.g. the email is sent to a user who is on vacation).
An inbound email is sent to a deactivated user (e.g. a user does not work in the company any more).
An inbound email is automatically moved from Inbox to another folder according to a rule.

Logic can be customized.

All outbound emails are tracked automatically, even if an outbound email is sent via a web client. Logic can be customized.

All incoming/outgoing emails tracked in CRM are linked to a company, if the company or its contact is mentioned in “From”, “To” or “Cc”.

Uploading, matching and synchronizing of the email history on the server from the pre-CRM period.

Equally tracks emails from Exchange Server as well as through any other IMAP/POP3 email provider.

Emails from certain users can be excluded from tracking, e.g. emails of C-level executives. They still can be tracked manually via Outlook plug-in.

The tool analyzes business emails according to certain rules and, even if they are not from a CRM contact, a new company or contact is created automatically with all the necessary attributes. For example, if an employee replies to an email sent to info@company.com using a personal mailbox, e.g. jsmith@company.com, the email is also tracked.

Additional Services

Customizing EmailScoop based on your requirements and specifications, and our business analysis (in case customization is needed according to the specifics of email communication processes in your company).
Providing maintenance and support to ensure excellent performance.
Providing user guides and user training.

Still in Doubt?

If you’re not sure whether EmailScoop is your best fit, see it in action.

Request a free demo