Notes on taming a shared inbox.
Practical, no-fluff articles on capturing leads, routing email, and keeping a shared mailbox under control.
Shared mailbox, distribution list, or Microsoft 365 group: which one should info@ be?
Three ways to run info@ in Microsoft 365, what each one actually does with the mail once it arrives, the license rules, and the one thing none of them can tell you.
Read article →You don't need a CRM to stop losing leads
A CRM is a real project. If your leads live in a spreadsheet or across a few inboxes, here is how to get the same discipline, an owner and a stage on every lead, inside an hour.
Read article →Do you need a CRM yet? A short, honest test
A CRM is powerful, and a project. A plain test for whether you need one yet, or whether a board with an owner and a stage on every lead is enough for now.
Read article →How to get leads out of a shared inbox and into your CRM, automatically
Leads buried in a shared inbox rarely reach your CRM. Here is how teams close that gap, from logging by hand to a triage layer that does it for you.
Read article →How to organise a shared inbox for a busy sales team
Everyone can see a shared inbox, so everyone assumes someone else has it. Here is how to set one up so inquiries actually get answered.
Read article →Email triage without hiring more staff
The obvious fix for a drowning inbox is another hire. Often the real job is sorting, not selling. Here is how to handle it without adding headcount.
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