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I'd like to know if this is the best source for CRM training/documentation at this time:
http://community.connectedbusiness.com/community/documentation/category/crm

Before I go headlong into using this module I want to know if I'm going to run into trouble with the SMTP sending function. Nowadays email providers send from a new address with every batch. How fast will I get blacklisted for using CB CRM to blast 1000 emails out?

The other question is whether I should be setting up a list of potential customers as leads or prospects. What are the limitations/advantages of using one vs the other? Is it really just two silos that can both be addressed with all the same tools? I suppose it adds a step to convert from lead to prospect to customer, rather than just prospect to customer.
asked Jul 21, 2017 in CRM by AJ | 69 views

1 Answer

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There is no single answer that fits every situation

For us...

We send a lot of marketing emails, so we use a separate email service, sparkpost, to deliver our emails and use a different domain- connectedbusiness.net

That ensures that our normal email stays separate from our marketing.

If email marketing is new, you might need to warm up your sending up address...

https://sendgrid.com/docs/Classroom/Deliver/Delivery_Introduction/warming_up_ips.html
answered Jul 21, 2017 by cbadmin (3,200 points)
Interesting. So is there some integration between the two systems? We don't have a lot of conversions so maybe manual updating is OK. So we dump our contacts to a spreadsheet, upload that to the email service, blast it, and update CB with the results, repeat?

Any thoughts on my question about leads vs prospects?
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