I am stepping into a new position at a facility that uses ReyRey Contact Manager as a CRM and ILM, integrating into the ERA DMS. I am not formally trained on the interface yet, but from everything that I am seeing (and reading via various posts on this forum) is that CM is not that great of a solution for handling internet leads. Anyone else out there have any input on this?
From what I have noticed thus far, CM does not do a great job Alerting my Internet Manager when a fresh lead comes in, nor does it allow the ability to consistently respond from a mobile device.
Additionallu, the follow up scheduling seems to be very limited as well. Unless I am seeing this wrong, I cannot get it to initiate a new schedule once a status has changed from one to the next. As soon as a status is updated, I would like to initiate another set of follow up activites and remove the previously scheduled ones. Can this be done? Also, can I initiate a email activity based on the results of a phone call activity?
Any advice/help would be greatly appreciated.
From what I have noticed thus far, CM does not do a great job Alerting my Internet Manager when a fresh lead comes in, nor does it allow the ability to consistently respond from a mobile device.
Additionallu, the follow up scheduling seems to be very limited as well. Unless I am seeing this wrong, I cannot get it to initiate a new schedule once a status has changed from one to the next. As soon as a status is updated, I would like to initiate another set of follow up activites and remove the previously scheduled ones. Can this be done? Also, can I initiate a email activity based on the results of a phone call activity?
Any advice/help would be greatly appreciated.