Hi,
we are looking for a CRM to include it into our marketing process.
I've already taken a look at EspoCrm and its advanced package with the workflow process and I like it.
But before I dive to deep into EspoCrm, I would like to ask the following questions to know if its in general possible to automatize the following process:
We have a customer base with several attributes for each customer like city, type of product, segment and so on.
It should be possible for the manager to choose the correct customers according to the attributes (e.g. all customer from city x and type y of product) and assign this customers to a marketing process.
The marketing process in short should look like:
1. User gets a notification call customer x
2. User is being asked how the call was and the user can choose from several categories (no interest, slight interest, wrong number, ....)
3. The logic behind what happens afterwards is in the program
So in short:
Defining the customer range -> putting them into a process -> user gives a response in a pre defined way to the task he performed -> the process goes on
The above described process, is it possible to implement it with EspoCrm?
If the answer can be answered with yes, where should I start ?
Thank you!
we are looking for a CRM to include it into our marketing process.
I've already taken a look at EspoCrm and its advanced package with the workflow process and I like it.
But before I dive to deep into EspoCrm, I would like to ask the following questions to know if its in general possible to automatize the following process:
We have a customer base with several attributes for each customer like city, type of product, segment and so on.
It should be possible for the manager to choose the correct customers according to the attributes (e.g. all customer from city x and type y of product) and assign this customers to a marketing process.
The marketing process in short should look like:
1. User gets a notification call customer x
2. User is being asked how the call was and the user can choose from several categories (no interest, slight interest, wrong number, ....)
3. The logic behind what happens afterwards is in the program
So in short:
Defining the customer range -> putting them into a process -> user gives a response in a pre defined way to the task he performed -> the process goes on
The above described process, is it possible to implement it with EspoCrm?
If the answer can be answered with yes, where should I start ?
Thank you!
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