When it comes to sending a personalised email to a lot of contacts Sugar's outbound mass email is aimed at marketing departments. But sometimes Campaigns can be a sledge hammer to crack a nut. New users to CRM are often surprised just how convoluted the process is in Sugar to send personalised emails. End result? Inertia, the user doesn't bother to use the CRM mass email features and they revert to BCC'ing in email. Quick2Email changes all that!
Quick2Email adds a new feature to the Sugar Action Menus
For example, let's say you are looking at a list of sales Opportunities and you have an email you want to send to all Decision Makers where sales stage is "Hot". This can be done in less than 5 clicks of your mouse button.
Here's how you'd do it:
From the opportunities list view, select each Opportunity you want to email On the Action menu select Quick2Email You're prompted to pick an Email Template from a dropdown list. Pick one. On the same prompt window pick which Contact "Role" to send to. Pick either "Primary", "Finance" or "Admin" Role Click Send Email button.
Each contact related to the selected Opportunities will receive a personalised email and a history item will be generated and linked to the contacts.
In fact we went much further enabling you to insert opportunity merge fields into the Email Template. A feature not currently possible in SugarCRM!
Note: Primary, Finance and Admin Roles are defined by using simple relate fields to determine up to three different Contacts roles for each Account and/or Opportunity. For example, a Contact could be the finance and administrative contact at an Account and therefore when sending an mass email to a selection of Accounts/Opportunities you can be sure that the email will be sent to the correct contact.
Need to see it in action? Watch this short 90 second video
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