Should you use the default email server or your own SMTP server?
1. "User Prezentor's default email server (Sendgrid)"
Prezentor uses an email server called Sendgrid to send and track emails. When you send an email from Prezentor it goes directly to the recipient (customer).
- The upside: You get full tracking on the email such "sent", "delivered", "open", "dropped" (and a reason if possible), "bounced" and "clicked".
- The downside: There is a small extra risk of the email ending in spam. (aprox. 2-3%)
2. "Use own SMTP server"
With this setting the email is send from Prezentor (Sendgrid) to your own SMTP server and from there to the recipient (customer)
- The upside: The email is sent via your own server and the recipient (customer) receives the email from "Your Company".
- The downside: As the email is sent from Prezentor (Sendgrid) -> Your Company -> the recipient (customer) the tracking is broken when it reaches your company. The sender will therefore see the email as being "sent". But when the recipient clicks on items in the email (fx a presentation or a file) the connection and the tracking is re-opened to Prezentor and the sender will have the statistics on what the recipient have looked at.
3. "BCC recipient for CRM integration"
Most CRM systems have a BCC email address. By using this setting all emails sent from Prezentor will generate a copy to the BCC email address and thereby the CRM system.
No other information about the meeting or customer is sent this way - only the email.
We use this setting with our own CRM system, PipeDrive, and it works perfectly!