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Drip marketing and multiple activity series
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03-01-2010 07:58 AM
Hi,
I'm trying to find out if the following basic functionality is available in salesforce. I have watched the videos and called in but cant find it.
Level 1 - Semi automated prospecting task creation
In this scenario a prospect is created and assigned to a task series or campaign. The campaign has a predesigned series of activities that are created i.e:
Day 2 - Call
Day 5 - email
Day 7 - letter
Day 10 - call
e.t.c
With one click or allocation, all of these multiple tasks are autmatically created in the users task list and calender.
Level 2: As a bove but with full automation where the email is sent automatically, the letter is merged and qued for print and the calls are scheduled.
I can't believe this functionality doesn't exist. For an idea of what i was thinking of have a look at this simpkle application for Outlook integration http://www.pinpointtools.com/outlook-with-bcm/pinp
Thanks for your help

