Episode Synopsis "CRM Day 2: Follow-up on Activities"

If you go through the work to set up the follow-ups in your CRM, they will be triggered as new records are added to your CRM. Then, your workflows will be operating as you need from the beginning.

Listen "CRM Day 2: Follow-up on Activities"

More episodes of the podcast Clues for the Clueless CRM Marketer

• How a Sales Team Can Use Email Marketing to Follow-up with Leads
• Day 3 CRM: Creating Opportunities
• CRM Takeaways from the LA Small Business Expo - Part 4
• CRM Takeaways from the LA Small Business Expo - Part 3
• CRM Takeaways from the LA Small Business Expo - Part 2
• CRM Takeaways from the LA Small Business Expo - Part 1
• CRM Day 2: Follow-up on Activities
• CRM Day 2: Setting Up Views
• CRM Day 1: Import Data via Forms
• CRM Day 1: Import Data via API and Integrations
• CRM Day 1: Import Records
• CRM Day 1: Prepare Your CSV
• CRM Day 1: Permissions & Privacy
• CRM Glossary: Email Authentication
• CRM Glossary: Engagements
• CRM Glossary: Data Validation
• CRM Glossary: Audit Logs
• CRM Glossary: Forecasts
• CRM Glossary: Map Fields
• CRM Glossary: Password Policies
• CRM Glossary: Deleting & Recycle Bin
• CRM Glossary: Self-Service Help
• CRM Glossary: WYSIWYG
• CRM Glossary: Web to Lead, Web to Contact, Web to Ticket
• CRM Glossary: APIs
• CRM Glossary: Layouts
• CRM Glossary: Fields
• CRM Glossary: Objects and Parent/Child Relationships
• CRM Glossary: Assignment Rules
• CRM Glossary: Home
• CRM Glossary: Module
• CRM Glossary: Vendors
• CRM Glossary: Active vs. Inactive Users
• CRM Glossary: CRM Admin
• CRM Glossary: Templates
• CRM Glossary: Macros
• CRM Glossary: Knowledge Base
• CRM Glossary: Cases & Tickets
• CRM Glossary: Campaigns
• CRM Glossary: Accounts
• CRM Glossary: Prospects
• CRM Glossary: Lead Records
• CRM Glossary: Contact Record
• CRM Glossary: Activities - Tasks, Events & Calls
• CRM Glossary: Automation
• CRM Glossary: Opportunities
• CRM Glossary: Sales Pipeline or Funnel
• CRM Glossary: Buyer Persona
• CRM Glossary: Customer Lifecycle or Journey
• CRM Glossary: Segmentation
• CRM Glossary: Big Data
• CRM Glossary: Data-Driven
• CRM Glossary: Conversion
• CRM: Mass Data Transfers
• CRM: Tags
• CRM: "Chatty" Information
• CRM: Structured Data
• CRM vs. Spreadsheets
• The Customer Support Side of CRM
• The Sales Side of CRM
• CRM Interactions and Touchpoints
• What is CRM?
• Introducing Clues for the Clueless CRM Marketer