You asked for it, you got it: Your CRM Emails sent on behalf of your own email address!

Two Options: Highest Authentication or Highest Personalization

Option A: Use Bmarksend.com

This default option will format your emails as: your first name + your last name + your company name @bmarksend.com

Example: BobSmith.Acme@bmarksend.com

this example shows how my own emails from the CRM look with option A

Option B: Use your own email address

This makes it so that your email’s FROM name will be the email you signed up with.

Example: bobsmith@acme.com

this example shows how my own emails from the CRM look with option B

 

What option is right for me?

There’s no difference in email functionality in the CRM

With either option, emails get sent from our system to your contacts/leads, and their replies come right back to the CRM (along with email notifications sent to you as the user).

Authentication is higher with option A

When you send with option A, we send the email with a From Address using our email server “bmarksend.com.” This enables us to authenticate your email using SPF, DKIM, DMARC protocols. This gets your email in the inbox with better deliverability rates with less chance of ending up in a spam or promotions box by your contact or lead’s email service provider.

Support-oriented teams might choose this as they send less exploratory emails and are answering tickets where the email is already expected by the client.

Personalization is higher with option B

Many clients like their emails to appear as if they came from them, meaning their personal/company email address is in the From Address position. When your client clicks on the From Address in an email, they can see it’s from your email address, sent through our servers. We still authenticate the emails with SPF, and the DKIM authentication is on our servers. In real-world cases, we’ve found this method to be highly deliverable as well. There is a higher chance of your emails – especially repetitive emails sent to the same address -to appear as promotional.

Sales oriented teams might use this option because they value personalization over the slightly less deliverability.

 

Where do I set this up?

There’s a new settings page in Organization Settings called “Email From Address,” which you can find on the Settings page:

 

Just pick the option that makes sense for you and all the users of your account. The top is option a, the bottom is b. Your setting will affect all users as soon as you click SAVE.

Thanks to the CRM Beta Users for the feedback that led to this CRM software solution.

Author Bio:

by Paul Rijnders

Paul Rijnders is the Product Strategy Manager for Benchmark Email, where his focus includes product development, research, technical writing, feature development, testing and launching of SaaS products and iOS apps that interact with our software via API. He is the human junction between the executive and marketing teams that request the product, the IT team that builds the back end, the design team that creates the front end, the content team that gives the product a voice and the eager sales and support teams who will eventually take delivery of the product. Paul is a product of the CSUF advertising program, He now rounds out his schedule teaching college level courses to multi-media undergrads on two California campuses.