Why your SugarCRM needs this solution
Create an unlimited number of stay in touch groups that you can use to group different types of customers and contacts together. You can think of stay in touch groups as different contact lists that you probably already have in your address book. Things like important, family, business partners, etc.
Every stay in touch group you create has its own unique contact frequency that you can set. All customers that you add to the group will follow that contact frequency and you will be reminded when it’s time to connect.
You have the option to choose which activity modules will represent a contact with someone. Will that be an outbound call, inbound email, meeting held or combination of all of those. Each group configuration can be flexible and depending on your needs configured differently.
Just by looking at a SugarCRM record, you will know when the last interaction was made and when the next one is due. This way you will never lose sight of who you need to connect with and when.
Leverage SugarCRM reporting to build reports based on timing of last interaction. You can also leverage information if you are overdue to connect with someone. Your team can leverage this information and improve success in closing deals.
List view in SugarCRM has been improved to support adding contact indicators and filter records based on contact frequency, whether they are overdue or not. Now you can stay even more productive by leveraging a SugarCRM basic feature in a more advanced way.
Using different contact frequencies, you will be able to efficiently follow your sales cadence, improve lead conversion rates and grow business by closing more deals. Don’t let those customers forget about you just because you forgot to connect with them.
Unlimited number of Stay in Touch groups Unlimited number of records in groups Advanced contact frequency schedule Supports Sugar 8.x and above Supports On-demand and On-premise Sugar installation