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Smart Tasks?

Copper Contributor
Posts: 198
Country: Canada

Smart Tasks?

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?

 

New Member
Posts: 1
Country: USA

Re: Smart Tasks?

Hey David,

 

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.

Copper Contributor
Posts: 198
Country: Canada

Re: Smart Tasks?

[ Edited ]

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?