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Newbie
UKSALESTRAINING
Posts: 1

Drip marketing and multiple activity series

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/pinpoint-marketing-tool-for-outlook-and-bcm.aspx  

 

Thanks for your help