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What marketing calls and emails do you see as essential?
What marketing calls and emails do you view as essential?
I'm setting up saved searches (of orders) for a new sales person to make sales calls from. Initially I had filters set to sales over X dollar threshold that occurred on the "same week last year" (with no sales from that customer since that order). They'd make a "thanks for the nice order last year ...what else can we do for you" call.
Then I thought about another search with "customer's very first order closed three weeks ago" with a X dollar order size threshold. Our sales guy would call with a "Welcome to our company and did you find everything acceptable" call.