Reminder to email customers

Hello Guys,

I am looking for something that could keep track of emails sent to a certain bunch of contacts and then remind me to email them to have a catch etc after like 1 month if we havent had communications.

Anyone know of this type of service?

Thanks

Andrew

If you're running Outlook you can put tasks in your diary.  Another alternative is to put it in your electronic diary as an appointment with a reminder that will flag up.

The way I do it is to send the email out, then go in to my sent items, right click on the email I sent and choose the "Follow Up" option.  Then set a date and time I want to follow it up :)  No need for software. 

If it is something you do at the same time every month, then set a reocurring calendar appointment.

A lot depends on the software you are using and the number of items you want to keep track of. Once you have this type of routine in place, you will no doubt expand it to cater for other related tasks e.g. payment progression. Previous posts have assumed Outlook and the 2010 version will allow you to add a follow up when creating the e-mail (no need to do a separate action by going into the Sent Items folder).

The previous posts will handle part of your requirement (the reminder side) but it won't tell you whether you have received a communication back.

It does depend on the software you are using and whether it is an e-mail client or a CRM. In the case of the latter, it would be an easier matter to escalate the type of e-mail sent (first reminder, second reminder, final reminder etc) for types of customers / leads, dates etc by writing a script to do the processing automatically.

Gary

Hi Andrew

I use ACT as our contact manager - you can use this for bring up dates and reminders and you can keep notes on the customers you have had contact with. It is possible to use ACT as your emailer but I've always used Constant Contacts to do the emailing - You need something easy to handle "Remove Me From your List" automatically - specialy if you have a fair number on your list.

Paul

Have a look at www.callprocrm.co.uk

CallPro CRM is an integrated CRM and Email Marketing solution.  With CallPro you don't need to manually remember when to send follow up emails as CallPro can be configured to automatically send emails based on what ever criteria you want to create.

If you would like any further information and/or would like an on-line demonstration please let me know.