- Apr 10, 2009
- 334
- 10
- First Name
- Matt
I have a question for everyone out there on how your current CRM works.
Let's pretend you setup an internet follow up process with several emails and events that happen for 90 days from when a lead comes in.
If you modify the email template attached to your day 7 email, does your CRM properly apply
that to all the leads you previously received? Or does it still send the previous version?
If you change the email template on your day 7 email from one email template to another, does your CRM properly apply that to all the leads you previously received? Or does it still send the previous email template?
If you decide to add a new day 10 email, does it properly apply that to all the previously leads you have received that are less than 10 days old so they go ahead and get this new event?
Now think about a sold follow up process that could go on for years. Does your CRM properly apply changes to your processes as you adjust them over time?
I'm asking this because supposedly most CRMs out there can't do these things.
Thanks in advance for helping me with my research.
Let's pretend you setup an internet follow up process with several emails and events that happen for 90 days from when a lead comes in.
If you modify the email template attached to your day 7 email, does your CRM properly apply
that to all the leads you previously received? Or does it still send the previous version?
If you change the email template on your day 7 email from one email template to another, does your CRM properly apply that to all the leads you previously received? Or does it still send the previous email template?
If you decide to add a new day 10 email, does it properly apply that to all the previously leads you have received that are less than 10 days old so they go ahead and get this new event?
Now think about a sold follow up process that could go on for years. Does your CRM properly apply changes to your processes as you adjust them over time?
I'm asking this because supposedly most CRMs out there can't do these things.
Thanks in advance for helping me with my research.