The "M" in CRM is the hardest part - Management. Its managing all of those commitments and keeping your prospects and customers up to date and in the loop. The PPOL Business edition helps in a huge way with one small tool - the Marketing Automation module.
With the Marketing Automation tool you can set up either a Drip Email Campaign or a Blast Campaign. The Drip is ideal for an information stream to be sent to customers or prospects with a specifc sequence or timing based an where the customer is in the sales process.
The Blast is more suitable to your timing - like a quarterly Newletter. You can set up both.
Review a PDF document on the Marketing Automation tool by clicking here.
The Marketing Automation relies on the user building a graphics template for email delivery. There is an excellent HTML editor available within the application, but you may still require the help of our professional services team
