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Good Question of the Day from Amy!

There are so many things a Contact Process can accomplish and today's Good Question from Amy deals with this topic.  Check out Amy's question and response below - you just may find this helpful!


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Staying in touch with prospects                    

I'm looking to create a contact process to stay in touch with prospects during a long sales cycle.  Has anyone done something like this?  Willing to share examples of what the process was and what steps you built?

Any ideas are greatly appreciatedSmile


Re: Staying in touch with prospects

Good Afternoon Amy,

This is exactly the type of Contact Process that I normally create in Training.

Step 1. Create several Email Merge Templates in SalesLogix Mail Merge Templates.

Step 2. Create the Contact Process that sends out each of these templates at specified time intervals.

Step 3. The last step of the process could be a followup phone call that would allow the user to qualify the prospect at that time or perhaps assign another process.

Good Luck! Contact Processes are fun to create and can accomplish many different tasks.

Published Wednesday, March 28, 2007 7:30 AM by Brianna Tinjum

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About Brianna Tinjum

I am happy to say I love my job! Everyday there is a new challenge and something new to learn, it keeps things interesting. I was very happy when we started Good Training because it gave me an opportunity to help people and share knowledge. Outside of the office I enjoy being active. When weather permits you may catch me riding my bike around the lakes of Minneapolis or hiking in Northern Minnesota. In the winter I get out snowboarding as much as possible and I always try to take a trip to the mountains. I made it out to Bridger Bowl in Bozeman, MT at the end of February 2008 and it was a fantastic time! Year round I participate in dance and yoga classes to mix things up. I love watching movies and you could say I may have seen too many. :) I also have a passion for reading - if I find a good book it can consume all of my free time.