Tips for following up with customers?
We are evaluating the best way to keep in touch with our prospects using the Opportunities category.
We want to follow up with the customer every X amount of days until we either close or abandon the sale.
We considered using an activity set that creates tasks, but that is creating a bit of clutter and double work. If a prospect requests a call back on a specific date, we would need to manually edit the due date of each of the tasks which, is burdensome and defeats the purpose of a CRM entirely. The same problem exists if we close a sale.
For example, if we have the following tasks:
+1 DAY send email
+3 DAYS send email
+5 DAYS send email
+7 DAYS send email
+14 DAYS send email
+21 DAYS send email
+30 DAYS send email / abandon
If a prospect responds after day 5 and asks for a call back in a month, now we have to delete 7, 14, 21
My question to the community is: what kind of process do you use for following up with prospects? Any insights would be helpful.
* We can not use workflow automation to send emails to prospect because (1) Insightly doesn't offer HTML email [plain text is just not classy in 2019] and (2) most of the messages we send to our prospects are through other lead generation websites so we really can't use Insightly to automate that process for us.