CRM integrations

CRM integrations allow you to sync your CRM companies and contact fields directly into Email Meter. Once connected, you can analyze your email communications with full business context rather than just email addresses and domains. By default, Email Meter shows breakdowns of your email communications by mailbox, email addresses and domains. You can see metrics like email volume, response times, and communication patterns broken down by:

• Individual email addresses: john@acmecorp.com
• Domains: acmecorp.com
• Your team members’ mailboxes: employee@yourcompany.com

You can filter and segment your analytics using these same dimensions. This is helpful for understanding communication at the address and domain level, but limited when you want to understand the business story behind the metrics.

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Adding business context with CRM integration

When you integrate Email Meter with your CRM, we automatically map email addresses and domains to your CRM records. This means every email metric can now be viewed through the lens of your business data:

• Company names instead of just domains
• Contact properties like role, seniority, or location
• Account information like customer type, deal stage, or account value
• Any custom fields you track in your CRM

This means you can filter and segment all your email analytics using the same business dimensions your team already uses to make decisions.

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What you can do with CRM-enriched data

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Filter by CRM data points

Once your CRM is connected, all the fields and properties from your CRM become available as filters in Email Meter. This allows you to focus your analysis on specific segments that matter to your business. If your CRM tracks customer tier, industry, account owner, or deal stage, you can apply any of these as filters to narrow down what you’re looking at. Instead of viewing all email activity across your entire customer base, you can focus on just Enterprise customers, or just Healthcare accounts, or just deals in a specific stage.

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Example

Your sales manager notices response times have increased this month and wants to understand if this is affecting deal progression. By filtering to Deal Stage = Negotiation, she discovers that accounts in this critical stage are averaging 6 hours and 37 minutes to respond, well above the team’s 4-hour target. She can now address this specific bottleneck without being distracted by response times to closed deals or early-stage prospects, which are performing fine.

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Break down metrics by CRM properties

Beyond filtering to view one segment at a time, you can break down any metric by your CRM properties to compare all segments side-by-side. This reveals patterns and differences across your customer base. Any metric in Email Meter (response times, email volume, thread length, reply rates…) can be segmented using any field from your CRM. You might break down response times by customer tier, email volume by industry, or SLA compliance by account owner. This gives you a complete picture of how different business segments compare on the metrics that matter.

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Example

Your support team has a general 8-hour response time SLA, but you suspect performance varies significantly across customer tiers. By breaking down response times by Customer Tier, you immediately see the full picture: Enterprise accounts average 3.8 hours (95% within SLA), Mid-Market accounts average 7.2 hours (78% within SLA), and Small Business accounts average 15.4 hours (62% within SLA). This reveals that your team is naturally prioritizing high-value customers, which is good. You can now set tiered SLA targets that reflect this reality (4 hours for Enterprise, 8 hours for Mid-Market, 24 hours for Small Business) rather than enforcing a one-size-fits-all standard that doesn’t match how your business actually operates.

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Create custom metrics and dashboard pages

Beyond filtering and breaking down existing metrics, Email Meter can build entirely new metrics and specialized dashboard pages based on the unique data points in your CRM. This means creating custom analytics that answer specific business questions your team has. These custom solutions are tailored to your business. We work with you to understand what questions you need answered, then build the metrics, visualizations, and alerts that address those needs. This might be a dashboard page focused on a specific team’s workflow, a new calculated metric based on your CRM fields, or automated alerts triggered by patterns in both your email and CRM data.

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Example

Your Customer Success team is struggling with churn and wants to identify at-risk accounts earlier. Your CRM tracks a “Termination Date” field for churned customers. Email Meter analyzes email patterns from these churned accounts and discovers that 85% showed a 40% decrease in email engagement during the 90 days before termination. With this insight, Email Meter creates a custom “Churn Risk Dashboard” that tracks email engagement trends for all active accounts, with automated alerts when any account shows a similar decline pattern. Now your CS team gets notified 2-3 months before potential churn, giving them time to proactively reach out and address concerns before it’s too late.

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Getting started

CRM integrations with Email Meter are custom-made to match your specific needs and use cases. We can sync the exact fields and properties that matter most to your business. If you’re interested in setting up a CRM integration, please get in touch with your Business Intelligence Consultant to discuss the specifics of your integration and how it can be tailored to your requirements.