Adding all email accounts for best practice
Description of your new file.
To maximize the effectiveness of FirstQuadrant, it is best practice to add all past and present email accounts from an organization that were involved in sales activities.
Why add past email accounts?
By including past sales-related email addresses in your FirstQuadrant workspace, the platform can:
- Sync all past email conversations with leads that past and current sales employees engaged with
- Display these conversations in the platform for current team members
- Enhance AI-driven insights by providing historical context to ongoing lead interactions
How this improves AI recommendations
For example, if an email address previously corresponded with a prospect named “Jasmin,” FirstQuadrant will:
- Automatically sync and retrieve these past email exchanges
- Acknowledge this prior interaction when generating new AI-driven outreach emails
- Ensure continuity in sales conversations
Example AI-generated email
Subject: Continuing Our Conversation
“Hi Jasmin, I know that you have been in contact via email in the past regarding [specific topic]. I’d love to continue that discussion and explore how we can assist you moving forward. Let’s set up a time to chat!”
By leveraging historical interactions, FirstQuadrant ensures your sales team maintains relationship continuity, builds trust, and increases the chances of converting leads into customers.