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personalized assistance messages

personalized assistance intelegent intelegent crm messages collaboration

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#1 Ross


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Posted 08 February 2012 - 08:33 PM

It would be great if we zurmo could be intelligent and offer in-line personalised assistance to users. I can imagine this would help user adoption by physically showing benefit to the user rather than simply giving them the tools and data to find this on their own. A few examples are:

“You sent an email last week to Joe Contractor, do you want to see who else knows Joe Contractor?”

“You sent 20 emails to Jim Architect this month, do you want to add him to your favourite records/Hit list?”

“You haven’t updated your Favourite records/Hit List in 6 months. Please re-evaluate it!”

“Tim has emailed someone who works with one of your contacts. What help can you offer him”

This follows on from my earlier post about reverse social networking which you can see here: http://zurmo.org/for...social-network/
Ross Peetoom
Zurmo Team

#2 Jason



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Posted 09 February 2012 - 01:41 AM

Great proactive feature ideas.

Jason Green
Zurmo Team
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