Shared Inbox Management:
A Playbook for Customer & Client Facing Teams
Welcome! If you’re looking to learn about shared inboxes, you’ve come to the right place. Whether you’re wondering what a shared inbox is and why you’d use one, seeking best practices to make the most of your existing shared inbox, or assessing the impact a shared inbox could have for your team and your customers, there’s something for you in this playbook. To give you a taste of what’s ahead, here are some of the questions we explore:
What is a shared inbox?
Why do teams use shared inboxes?
What are the best ways to manage a shared inbox?
How can my team work together with a shared inbox?
What are the best practices for working together in a shared inbox?
What features and functionality should I look for in a shared inbox tool?
Businesses run on email
We’ll cover a quick history of email and how it has evolved to help teams work together in shared inboxes.
All about shared inboxes
Get all the basics: why a shared inbox is different than traditional email, what benefits and challenges you might encounter with a shared inbox, and the different options that exist for managing shared inboxes.
How customer-facing teams use shared inboxes
Shared inboxes can be particularly useful for customer-facing teams. Here we’ll cover common workflows that support, sales, and success teams use to get work done in shared inboxes, and how shared inboxes can help improve customer experience.
Setting up a shared inbox for your team
How can your team make the most of a shared inbox? Learn shared inbox best practices and how to measure performance to help your team work more efficiently in shared inboxes.
Choosing the right shared inbox tool
It’s go time. You want a shared inbox tool, but you’re not sure which one is right for your team. Learn what to look for in your search to choose the right tool and set your team up for success.