In the present phase of fast moving business market, it is very important to follow up with leads or customers on time. Forgetting follow ups may lead to losing of customers. Larger organizations use full fledged applications that covers up the whole work process including reminders to users. But today, even small to medium businesses also need such flexiblities which proves to be beneficial for their business cycle.
Many software applications offer features that can be very helpful for businesses in managing sales & marketing as well as customer support. Software systems also come with integration facilities where in you can have third party applications into your system.
Automatic Email feature is one such feature which offers its capabilities for sales team for instant follow up with leads and for service desk for keeping up with customers. 'On-time' reminders and notifications are very important in any service type business in either retaining your customers or gain more customers through sales.
Maple being a Customer Relationship Management Software provides Automatic email and SMS response facility that eases your work of communicating to customers.
The below flow explains how Maple is configured to deliver email and SMS response.
Maple configures the system setting such that the email is delivered to customer automatically 5 days before the service expiry. The email template is used here with configured customer attribute values. The configuration is set with the help of mail merge template and CRM records.
This is one such example where customers are registered for some service and they get automatic emails. Similar configurations can be done for many different process flows.