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Could CRM automate this entire process? RRS feed

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  • Hi all,

    I have only just been exposed to CRM so please accept my apologies if this question seems ridiculous - I am at the bottom of a learning curve but want to learn, and you guys seem the best people to learn from :-)

    Take a customer magazine subscription model in CRM.  The particular procedure I'm interested in is as follows: currently, when a subscription is due to expire, the relevant salesperson is manually emailed the fact :-(  They then manually contact the agency in that area by letter to advise them and the agency does the rest regarding the renewal (or not as the case may be).  I think the letter is a mail-merge job.

    From what little I've seen of CRM, this entire process could be triggered and entirely automated?  Surely?

    Thank you in advance for reading, I really appreciate it.  

    Sunday, September 5, 2010 2:28 PM

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