3/18/2021 0 Comments What Are Smart Tasks
This helps everyone in your organization to work more productively so you can contact more prospective customers, sell more products or services and support more existing customers -- all without needing to hire new employees or acquire resources.To create a new Smart Task, you will need to define 3 things: when, who and what the Smart Task should affect.
You can either set a trigger to follow a schedule or trigger the Smart Task manually when you want it to begin. Schedule a Smart Task to complete the steps in the workflow on a certain day of the week or time of day. You can also have a Smart Task move on to the next task as soon as the previous step is complete. You can even direct a Smart Task to wait a number of days, weeks, or months before performing the next step in the process. Likewise, if you try to sell to the right people at the wrong time, you are unlikely to meet with success. Too often, businesses do not make consistent marketing efforts. Instead, they turn marketing on and off like a spigot when the sales team asks for new leads. This approach costs more and is usually less effective than automating marketing processes to improve productivity and utilizing affordable methods such as email. Use it to capture leads with web forms on your web site, nurture prospects automatically with Drip Marketing plans, and quickly identify your hottest leads using a ranked call list based on prospect lead scores. Drip Marketing blends simple tasks, like automatically sending an email response when someone fills out a web form, with intelligent technology that reacts differently to contacts based on behavior, like automatically mailing a postcard or letter to a contact that has not opened email. Smart Tasks will contact customers that are missing key contact information form their records with a survey that automatically plugs any data received back into ACT.
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