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CRMBlogPost: Managing Communication Plans Using Task Management

Another good post from a friend on CRMakaan Blog.

Managing Communication Plans Using Task Management :Students and Customers:

In my earlier post, we discussed the CRM task management functionality for appointment requests and marketing event-related tasks. In this post, we will look into managing communication plans for prospective students and customers.

The term “communication plans” refers to the various ways information is gathered, stored, and distributed during the course of a project or business process. The plans below are examples of the “on-boarding process,” which consist of some of the tasks that are performed in steps, when sending information to new prospects.

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Last modified: March 4, 2023

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