I would like to have a more visual email like I can send with Mailchimp. Agile CRM has this within its CRM, no need to go outside to Mailchimp. I would REALLY love to have this inside Pipedrive.
Gostaria de ter um fluxo de automação de trabalho com outras condicionais, o que tenho no Active Campaing, pelo Zapier.
The lack of an effective way to do automated follow ups, and drip campaigns.I know it is "possible" with workflow automations, but workflow automations lack statistics, troubleshooting, or an audit trail of any kind.
There's two main types of emails I send in relation to CRM -
1- email marketing. I want something that integrates super tight with Pipedrive - both sending out, but also recording clicks/opens/etc - I've not found anything that does that so far. It's external to Pipedrive right now (both dotMailer and MailChimp)
2 - sending sporadic emails to clients. It's one of the unknown, and trust if I was to do it from Pipedrive. I'm familiar with Outlook, I trust it, it's safe. I am not there with email straight from Pipedrive. What does the destination email look like. Is it branded OK. Is it from my email address or (like Salesforce was, which is horrid) does it have Pipedrive domains and long email addresses - which shouts "sell sell sell" to the recipient.
For security purposes, there's some emails that shouldn't be synced through a 3rd party email app.
It's only to a 100 people and I think the functionality right now is limited since its hard to keep track of who did what with your email and base actions around that. Mailigen will probably solve that.
Our business is built around Outlook for emails and Calendars and the like - just easier to work from Outlook on day to day stuff. I also haven't explored the impacts on outlook of doing everything from Pipedrive for now.
Sending from my GSuite domain alias email address has been a big need for a while now, since I have the main GSuite account, and the alias domain, and use them both to correspond with prospects and customers.
Having automation that builds off of date fields would be great - so can at least set automation for these fields as well as being able to set delays or pre-emptive emails for those dates that have created.
All the above reasons play a part for sure.