Sun Bear's automation tools allow you to automatically add contacts to campaigns based on contact activitiy and as well as execute a series of activities such as sending emails, queuing calls, sending mailings, etc. based on scheduled or calculated date.

Automated Queuing - Contacts may be added to campaign lists based on contact activities such as phone surveys, web inquires, emails responses, etc.

Automated Execution - Our campaign activity management tool allows users to setup campaign activities and establish actual or calculated activity dates.  The application will automatically execute the activity on the correct date.

By setting execution days and or wait days (number of days to wait from the previous activity) users can schedule automated, sequenced execution of their campaign activities.

For example, the system will automatically execute the following six steps until the prospect is engaged, qualified and added to the sales pipeline.

• Direct Mail - send an introduction letter.
• Email - wait 7 days and send email directing prospect back to web contact form.
• Call - wait 3 days and queue an outbound call attempt.
• Call - wait 1 day and queue second outbound call attempt.
• Call - wait 1 day and queue third outbound call attempt.
• Email - wait 3 days and send final email directing prospect back to web contact form.