Want to give your work email an upgrade? Tired of Gmail or Outlook and want a few more features that can be really good for your business? Follow this guide!
Choose email software
Your first job is to track down some email software that has been designed for those that run a business. This means brimming with features that make running your business simple e.g. proper email threading, and just cleanliness in the UI.
Download the software
Most of the best email software for work will involve a download. So, make sure that you download your selected email software. Of course, if you are using it for your whole business, then make sure that everybody that works for you gives it a download too!
Of course, some software is available through your browser (just like you probably used Gmail!), but more often than not, you get a lot more functionality if you download the software. You can save the browser version for when you are ‘on the go’.
Add your email account to the software
This job can be simple or a little bit tricky, depending on where you normally send your emails from.
If you send and receive emails on popular services like Gmail or Yahoo then you just need to login with your details and everything will be handled for you.
If your own web server is responsible for the sending and receiving of emails, then you will need to obtain the POP3 details or IMAP details for your account. If you are unsure how to obtain this information, then make sure that you ask your web host or whoever carries out technical support for you.
In either case, by the end of this process, you should have all of your details added to the email software. Depending on what platform you are using, everything should start to receive and download into your selected software right away.
Get familiar with the features
Once your emails are sending and receiving, you have pretty much upgraded the email for your work. However, we are sure that the main reason you chose to upgrade is so that you could have access to some pretty amazing features. This means that you will want to check them out.
We suggest that you go through the manual for your selected service. They will tell you exactly what you need to do be doing if you want to enjoy the software. Don’t forget, if multiple people at your business are using the upgraded software, then everybody needs to understand the features in order to ensure that you are getting the most out of them.
If you are planning on integrating your email system with external systems e.g. SalesForce, then make sure that you read through all of the help guides so that you know exactly how you can do that.
Keep the software up to date
Good email software will always have regular updates. This is to help with the stability of the service, as well as ensure that you can get your hands on some cool little features.
You should always do your research to see exactly how your selected service handles updates on their end. You can then ensure that you keep your email ‘up to date’.
Honestly, getting up and running with a brand new email for your work is dreadfully simple. The best systems have always been designed that way. After all, nobody really has time to spend messing around with emails. They have clients and customers that need to be attended to!