Should you use the default e-mail server or your own SMTP server?
1. Sendgrid - Prezentor's default e-mail server
Prezentor uses an e-mail server called Sendgrid to send and track e-mails. When you send an e-mail from Prezentor it goes directly to the recipient.
- Pro: You get full tracking of the e-mail and can easily check the status (delivered, opened, clicked etc.).
- Con: There is a small extra risk (aprox. 2-3%) of the e-mail ending up in the recipient's spam folder.
2. Use own SMTP server
With this setting the e-mail is send from Prezentor (Sendgrid) to your own SMTP server and from there to the recipient.
- Pro: The e-mail is sent via your own server and the recipient receives the e-mail from 'your Company'.
- Con: As the e-mail is sent from Prezentor (Sendgrid) to your server and then to the recipient, the tracking stops when it reaches your server. The sender will therefore only see the e-mail as being sent. However, when the recipient clicks on items in the e-mail (e.g. a presentation or a file) the connection and the tracking is re-opened to Prezentor and the sender will get the statistics on what the recipient looked at.
3. BCC recipient for CRM integration
Most CRM systems have a BCC e-mail address. By using this setting all e-mails sent from Prezentor will generate a copy to the BCC e-mail address and thereby the CRM system.
No other information about the meeting or customer is sent this way - only the e-mail.
We use this setting with our own CRM system, PipeDrive, and it works perfectly!