Contacts must be followed up regularly, in particular with offensives and events. JustRelate CRM gives you the possibility to create three types of follow-up activities directly in the marketing action, which are then saved in the action and in the activity management. Thus, you have all important activities and appointments immediately at hand in the Entry Portal. The activity types are:
In marketing follow-up activities, you can select not only a specific internal staff member as a responsible, but, in addition, also a role (contact), for example account manager, service agent, partner, etc., which determines the responsible automatically. Thereby, follow-up activities can be created very effectively for several contacts and different responsible persons as a batch. Should the system be unable to provide the role, the responsible staff member who was entered is used as a fallback.