06-14-2011 07:22 PM
No response from anyone using Smart Task??? Wondering if it is worth the effort to set it up.
My dream is to automate my business follow up processes. I am not sure if SM is the answer?
Would love to hear from others who have it running.
I read that CRM Add-ons has a product called SAM that is a more sophisticated version on SM but the concern there is that it may require a long term learning curve. Has anyone compared this product to SM?
06-15-2011 06:58 AM
Im using the smart tasks for long time in order to follow up my contacts. I created several of the smart Task which help me in creating automated activities and sending emails and I believe its worth setup.
I dont have any idea about SAM.
06-15-2011 07:23 AM - last edited on 06-15-2011 07:34 AM by ghollister
Thank you for your reply.
Are you using the "Auto Run" option?
Are you using ST in combination with Swiftpage?
Do you have any tips or advice as a result of your experience with Smart Tasks?
SAM is an an add on that serves the same purpose but I suspect that it is more advanced and hence requires a longer time investment to set up. More than I wish to undertake at this time?