Back to Community feed

Best practice to send reports via external email (SSRS, CRM or other)

We want to start sending out emails to our customers that have tracking information attached. I've done this internally with a data driven subscription but I'm sure that isn't an industry best practice for sending externally. I know this could cause some issues with spam filtering, etc... How have you handled this before? We wouldn't be sending more than 30-50 per day initially, but as the business grows so will those numbers. I'm sure there's a service where we send the data and they would send on our behalf, but I'm pretty unfamiliar with how this is done industry wide. Do people use their CRM's marketing platforms to take care of something like this?

How to implement marketing automation?

ActiveCampaign is a marketing and sales automation platform that helps growing businesses meaningfully connect and engage with their customers. Its SaaS platform enables businesses to create optimized customer experiences by automating many behind the scenes processes and communicating with their customers across channels with personalized messages.



Pipedrive is a Flexible, highly focused on driving the sales, and easy-to-use CRM software built by salespeople and marketing professionals with a single goal – to simplify your sales process and assist salespeople in clinching the deals. Using Pipedrive CRM you can focus on the right people at the right time and convert those people into deals.
18 answers, 0 articles