Follow Up Plans

[adamadkins]

I am shopping CRM solutions and I came across Sugar. I like the presentation of the software however it is lacking one major thing I would need. Follow up action plans. I see there is a way to create campaigns within Sugar but it does not look capable of doing what I need.

Basically I need a campaign that will add mail "to do's" and/or call "to do's" to a lead, contact, opportunity, etc as well as automatic email drip campaigns. I need the functionality to have multiple of each.

What do you think my best avenue for a solution is? a custom package or just an add on?

Any insight would be appreciative.

[Superman]

Well, SugarCRM as an application rather than extensible and flexible. So you may ask some developer or software company to create needed enhancements and/or modifications to a system.
See Classifieds forum

[sapmin]

One of the biggest challenges with any CRM is understanding all that it can do. Like you, I first looked for specific functions and saw it lacking. But then I took the time to understand what it did as well as the how and why. By understanding the design, I was able to achieve our objectives. I found it beneficial to accomplish them a different way than we first envisioned, but it works very well.

Invest the time and you will get tremendous return.

[adamadkins]

Thanks for the two previous replies.. I understand and agree with both. At this point, time is abviously an issue. So let me ask you this. In the campaign section is it possible to create a campaign that will tell set a task to perform a mailer on the 1st of the month, every month for a year?

Or is it capable of creating a telemarketing campaign that schedule weekly, monthly, or quarterly calls for certain contacts?

Or is this something that I am going to have to have built and added?