we currently use an excel spreadsheet - it would be nice to have something like salesforce to track them a bit better and allow up to date access to the entire pod
If your proposal was created by the marketing department utilizing flipsnack, then I would highly recommend that you put in your calendar to follow up weekly with marketing department on getting the reader count. We can tell you how many times it was viewed, and if it was downloaded.
spreadsheet - calendar - review during calls
we currently use an excel spreadsheet - it would be nice to have something like salesforce to track them a bit better and allow up to date access to the entire pod
With $90M in proposals this is a relevant question..........
If your proposal was created by the marketing department utilizing flipsnack, then I would highly recommend that you put in your calendar to follow up weekly with marketing department on getting the reader count. We can tell you how many times it was viewed, and if it was downloaded.
I set recurring outlook calendar reminders.