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Automated Emails (Swiftpage or other email service)

Status: Available in Sage ACT! 2013
by on ‎09-29-2011 08:47 AM

Sage ACT needs to come up with a solution for companies who wish to setup automated batch emails based on trigger fields in the database.  The "Smart" Tasks is small step in the right direction, but promoting Swiftpage as the integrated partner for all parties was a large step in the wrong direction.  This service will only allow you to establish 1 sender profile for each ACT user.  For our 40 person company, which sends automated emais on behalf of over 200 unique parites, we would be required to purchase a large number of ACT licenses that would essentially never be used.  Also, with the service being user specific, it does not give global visabilty into the emails sent or retrun data that the service provider promotes.  If anyone else has found a solution for this type of business model, we would be very appreciative if you could share.  Thanks everyone!  

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by pbuchtmann
on ‎09-29-2011 08:57 AM

You may find that this is easily achieved using the product suite from Northwoods www.crmaddons.com

 

With a combination of SAM and Mail Merge you do need to purchase a license based on your number of users but you can then create, campaign and send the emails in an automated process.

 

Used it, built solutions for customers and recommend as a great alternative and no monthly fee

by
on ‎09-29-2011 12:32 PM

@ pbuchtmann - Thank you for the feedback.  We will certainly look into this as a solution and let you know if we are successful or run into any major snags.  Again, we appreciate the post!

by ChrisG
on ‎10-10-2011 10:25 AM

@Meridianone- have you looked into the Send As feature in Swiftpage?  Using Send As, you can assign a "record manager" to each of your contacts, and send out emails so that it appears the email is coming from each of your record managers. Check out this link (item #9) for more information. This feature does not require that you purchase more individual ACT! licenses. Let me know if you'd like to discuss this feature in more detail, and I'll be happy to put you in touch with the right person from Swiftpage. 

by
on ‎02-29-2012 02:21 PM

@pbuchtmann - I can't tell you enough how much we appreciate you recommending the Northwoods products!  We ended up purchasing both the SAM & MailMerge tools and the combination is outstanding.  We can now automate emails from an unlimited number of mail clients that we very simply create ourselves.  We have also designed extremely complex work flows that include scheduling tasks for our sales agents, emailing customized templates based on field criteria, installing wait periods, creating "wild cards" which pull contacts out of particular campaigns based on field level data, batching reports, and inserting customized histories upon execution.  For those ACT users who are really looking to automate their sales activation and follow-up strategy, this is the tool to use.

 

Thanks again!

by
on ‎08-21-2012 03:32 PM
Status changed to: Available in Sage ACT! 2013
 
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