I was using Constant Contact for my follow up with my customer list to create a repeat business campaign. Because of the success, I a have tasked with creating a tool that can help the rest of our 300+ reps . Follow up has always been an area of opportunity for our group and I am hoping to combine the tools of a CRM to create a follow up schedule for phone calls along with the ability to send an email campaign monthly to provide more engagement with our clients. Please let me know if this is something you can assist with.
Follow up Campaign:
1) After Sale - 30 day, 60day, 90day, and 120 day
2) After Installation - 30 day, 6mo, and 1yr
Email campaign: monthly email newsletter (currently provided by Constant Contact)
1) Create group template that can be used by all users and updated monthly to personalize
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