5 Essential Best Practices for Shared Inbox Success

One of the best email strategies to consider in your business is knowing when to send out emails. While this may seem basic and obvious, it’s not always that easy to figure out. You need to know a lot about your target market and when they open their emails. 

This is why it’s important to consider your best practices when it comes to a shared inbox. If your organization has a shared inbox, the email strategies will often be different. 

You need to know shared inbox best practices to promote sales, create customer loyalty, and more.

Here’s a guide on the 5 essential best practices for your shared inbox and how they can help elevate your business. 

What Are Best Practices?

It’s first important to understand best practices because it can mean a lot of things. It can mean the best practice to improve revenue or customer loyalty. 

You need to assess your objectives if you want to implement the best practices. You have to figure out what your ultimate goal is and what will be the driving force behind it. 

It also means staying ahead of the curb and figuring out how to maintain your business’s success. You may need to adopt new methods and have new training for your employees, but it should all be toward giving your business the best chance at success. 

While there are a lot of best practices to consider in business, the ones in this article are the best when it comes to having a shared inbox. 

1. Make Sure Everyone Is Accountable

The first practice with a shared inbox is to make sure everyone is accountable. Holding team members accountable will help when you are trying to figure out what went wrong with a customer experience. 

One way to hold different members accountable is to have them work on different projects. You can assign different projects or tasks to specific team members. 

Another way to hold team members accountable is to distinguish their work. You can have different team members only work at a specific time or time zone, so their work doesn’t overlap. 

2. Organize the Emails

Another practice to consider is to make sure all the emails are organized. You want to make sure that some emails are sent to the right team. 

If an email is about sales, you want to make sure your sales team is on top of these emails. 

One way to organize your emails is to create labels. You can organize emails around label names or colors. It can help differentiate what team is handling what emails. 

You can also have emails that are labeled based on urgency and how soon they need a response. You can also create folders where teams know how to find specific emails based on their labels.  

3. Create an Automation System

An automation system is something that should be considered a practice in your organization. 

You should have personalized and automated messages prepared for consumers when they have a specific question or response. You can have chatbots that sound exactly like a human and can help the consumer. 

You can also automate how emails are organized and delegated. It can help speed up the process of when a marketing or sales team gets emails and how fast they need to respond to these emails.  

You can also have personalized and automated customer service. You can give employees specific conversations with customers. This helps because employees can be better prepared to respond to the customer. 

When you have automated customer service, it makes your service available 24/7. It’s always reliable. 

4. Tag a Team Member

Another best practice to consider is tagging members so they can be assigned to work on specific emails. 

With hundreds or more emails coming in each day to your business, you need to figure out how to assign emails quickly to team members so they can respond quicker. 

When you place a tag on emails, you can increase the efficiency of how emails are worked on. You can make sure team members know what is assigned to them so they can work on specific emails. 

You can have tags in specific folders, so specific members know what emails to work on, and they know how much of a priority it is.

5. It’s Not About Individual Work

The final best practice to consider is making sure everyone works as a team. It’s not about individual work or how much someone gets done. It’s about how a team works together to achieve success. 

This is why it’s important to have meetings and assign roles with a shared inbox. You want to make sure that everyone understands the goals and how they work together to improve the customer journey. 

From marketing to sales to customer support, there should be a unified goal. They should all understand their role and how it helps improve sales. 

Now You Know Everything About Shared Inbox Best Practices

When you understand the best practices that come with a shared inbox, it can help improve customer success. It can help unify a team because they understand their goal. They understand how to work together. 

Yet it’s still important that there will be challenges. There will be difficulties even with these best practices. However, it can help you overcome these challenges toward ultimate success with these best practices in place. 

If you want to schedule a demo on how a shared inbox works, you can visit our website here.