[cliftonmckinney]

I've been playing around with it recently, among other options. I'd definitely say it's closer to the way I work, but not quite "it" yet. Two things I think might help:

1) Integration with something like Full Contact so that folks can get social data about prospects. Having that makes it easier to personalize outreach and stay up to date with what folks are doing.

2) Outreach tracks. For a long time I've wanted a CRM to have adjustable sales tracks. So the way that might work is there's an initial outreach, and then the next step changes based on what the outcome of that was. If I get no reply, then remind me to follow up in a week or so and let me add a template for that follow up. If I get a reply, then let me note what happened and then go down a different path to closing. If I get an objection, then let me choose from a list of objection options with a template that I've already developed for each of them.

I'm a single data point, so don't take it as gospel. I really do love the email integration. It's amazing to me that so many sales efforts rely on email these days, but that so few CRMs handle email with anything close to something that works. I think you guys get that right more than most other options.

[philfreo]

Good feedback, thanks - we definitely have work to do in both those areas. While not fully what you're asking for, our Smart Views are designed so that you could quickly go down a list of people with X criteria (e.g., haven't replied since last emailed > 5 days ago) and send them email from a specific Email Templates.