Automatic alerts when there has been no meeting for an account

Hello Jacob Lagerstedt , 

Thank you for your question.

As Dmytro suggested, this business request is nuanced, and there are several different ways to implement it depending on your exact requirements.

If you wish to trigger a notification based on Account data, you might consider using a Scheduler, BPM, or Logic Hooks. These tools can review the Account data and trigger an email when specific criteria are met.

Another option would be to pre-populate meetings based on the type of Account. For example, if a tier-one account requires six meetings, these can be created in Sugar the entire year. In this case, I recommend using Sugar Automate, which provides visual support for scheduled meetings. 

These meeting records can also trigger notifications or reminders as needed.

In terms of reporting, if you choose to create the meeting records at the start you can then report on the meeting status (Scheduled vs Completed) for each account to check the progress on each account.

Please let us know which approach suits you best, and we can narrow down the specific steps to implement it.


I hope this helps, 

Cheers

André 

Thanks for the input! I am well aware that meeting numbers itself is not converted directly to revenue, but in our case we have a huge amount of accounts with very low or zero activity. And we need to start making sure that we have dialogues with these accounts. It seems that Sugar automate would be the best solution here!

I'd consider using tasks that are not requested to be bound to the time but rather to the date and also could be related to the particular product or subject (with some studio adjustments).
Also  auto-scheduled activity does not mean actual attention but rather a record "flagged for todo" 

Thanks! Is there a guide anywhere on how to do this in the most efficient way?

Okay, the straightforward way I know for mass creating tasks with Sugar Automate is that the admin to set up the Smart Guide template for the meetings/tasks, then the template to be assigned to the list of filtered records with the mass update functionality - that will initiate smart guide for the records and consequently create meeting/tasks (see the picture below)

I'd suggest trying this on a sandbox before applying to a production instance to ensure the mass assignment will go with no Sugar overload for the records amounts you have in place.

However, again, I'm not sure that such a mass tasks/meeting generation would help in better utilization of potential with KAMs efforts than regular (daily/monthly) detecting "customers with no proper activity" per assignedTo with clear criteria of control  - as you were requesting with the initial post.

Okay, the straightforward way I know for mass creating tasks with Sugar Automate is that the admin to set up the Smart Guide template for the meetings/tasks, then the template to be assigned to the list of filtered records with the mass update functionality - that will initiate smart guide for the records and consequently create meeting/tasks (see the picture below)

I'd suggest trying this on a sandbox before applying to a production instance to ensure the mass assignment will go with no Sugar overload for the records amounts you have in place.

However, again, I'm not sure that such a mass tasks/meeting generation would help in better utilization of potential with KAMs efforts than regular (daily/monthly) detecting "customers with no proper activity" per assignedTo with clear criteria of control  - as you were requesting with the initial post.