Ways to use Direct Mail in Sugar
- Use Marketing Automation to send Direct Mail to Leads that have changed status
- Send Direct Mail, such as a Thank You Card, to Contacts in a specific list
- Add Direct Mail tracking data e.g. received date, visited PURL, to a Contact’s record.
- Reuse Direct Mail campaigns to get more interaction from prior lists
- Automate sending a Direct mail postcard to an opportunity’s Primary Contact
How to send Direct Mail from Sugar
- Trigger Direct Mail pieces when a new lead is created or changes status
- Integrated into a list import for new entries or current ones
- On a lead to contact conversion
- One click to send Direct Mail to your entire contact list
- Trigger that runs when an opportunity is set to closed-lost
- Workflow rule on change in lead or new entries
Earn The Conversation
You can get so much more value from Sugar by triggering Direct Mail to leads, contacts, accounts and opportunities. Direct Mail in Sugar is a proven way to get your audience’s attention.
About Sugar
Redtail CRM is cost-effective, easy to use, cloud based solution for today’s financial professional. Packed with powerful features for activity management, office automation, and more.
About Postalytics
Postalytics gives you the power to integrate Direct Mail into Sugar and hundreds of other apps to stand out from the crowd and earn engagement with your prospects.