Dear all, I need help on a business need.
My client has a partner which refers leads to him. The lead is captured from a form in which I have the referring person email.
I need, each time the lead evolves in the sales process (becomes an opportunity, opportunity status changes), the referring person receives an email with a description of the change (i.e. : your lead "World Company" has evolves from "negotiation" to "closed won").
The partner has more than 4500 referring persons, and there can be more than 2000 leads per month, so potentially thousands of update notifications to be sent.
My team thought about 2 possible scenarios :
- Send from Salesforce but we can quickly exceed the 5000 daily email limit
- Use experience cloud to let partner employees subscribe to reports showing the Leads/Opportunities pipelines.
Do you think of any other alternative ?
Many Thanks !
Alex
Would it be possible to use a tool such as Pardot (or any other) to enable sending these notifications without having to use experience Cloud ? How ? Thx
