02-18-2009 12:15 PM
I have been using act up to version 6. I stopped after 2005 and ventured back to it on 2008 (after buying a new harddrive, 7200 rpm, from my laptop).
I am currently looking at two types of CRM. Act 2008/2009 or Avidian's Prophet. Prophet does one thing I love and want to find out if Act 2008/2009 would do it. It involves automated emails. Say I want to sent a client 2 emails, 60 and 30 days prior to a specific date. Can ACT do something like that?
Prophet does not allow the customization ACT offers, but I really want the email automation. Do you know if ACT does it or is it an add-on.
02-18-2009 01:26 PM
Not sure if this is a 100% solution, but ACT! has Activity Series Templates. This is where you pick a target date, and then base multiple activities off this date. Actually sending the email would be done by you, but if you set up a template with a date, and the two other dates you specified, it will schedule all these activities at once.
Now, that being said, there are add-ons that can manage campaigns and actually send the emails - look at www.swiftpage.com
Hope this helps...