That is a very good question that every company faces. At the end of the day it comes down to the type of product or service you are selling and your sales process. You want the system to compliment and enhance your existing sales tactics. For instance it may make sense to schedule an automated email after you have made a cold call or dropped in on a client. If you want to get a better idea of what they are interested in you can schedule automated emails in a series and dynamically change their content based on links the customer clicked on, on your site or a previous email. We are happy to discuss your use case, give us a call.
Catalyst Group Zoho Platform Partner (520) 447-3737 www.CatalystGroupDevelopment.com
Three things to consider would be a) how many emails are to be scheduled to send to each prospect/client b) the design aesthetics you may want c) what you want to track/report on
CRM is limited in design possibilities in comparison to an email marketing service and CRM email is generally built to compliment sales activity (e.g. give the impression of an individual email sent from a user but automatically and/or on mass)
CRM also has more limitations for the number of emails that can be scheduled in a sequence.
The answer depends on what you want to send and what you want to track.
Thank you Catalyst Group and Michael for those well thought out answers.
I do have a follow up question for Michael. From your reply it seems the rule of thumb is for CRM workflow rules emails, those are automated to communicate w/ the customer as if the salesperson is following up w/ whatever issue, or for salesperson centered activities and tasks. Is this a correct assumption?
As for Campaigns automation, that's more marketing-centered emails such as educational media, follow-ups (surveys & feedback), and possible upsells, correct?