Hello-- I work with a non-profit that is member based (companies are members, all employees then are eligible to participate in events etc...so lots of individual contact records). We are transitioning to SalesForce in steps and we are currently at a standstill due to Outlook having previously being our sole "contact database" (YES- super outdated--hence why we are charging ahead with SalesForce!!!).
The question is this:
- We previously had member categories in Outlook (3 of these) which we then entered every person who we had attend events, get involved etc. (Example: Company ABC is a "Manufacturer Type Member", and we would enter Jim, Sue, Ashley, and John as individual contact records under this category)
- We then have MANY MANY MANY distribution lists that were for our different communication types that fed from these contact records. (Example, "Manufacturer Primary Contact", "Non-Primary/Secondary Manufacturer Member Who Get Stuff" --this was everyone who wished to be involved. And we would add individual contact records then to all applicable category of Distribution Lists --committees, Newsletter recipients, board members etc since many people were on multiple lists)
-We are trying to now "recreate" distribution lists in Outlook.
- Is there a way to easily upload these distribution lists that are pre-exisitng?
- Is there a way when we create a new contact record (Joes Shop becomes a member and they will have, like every other new member, a Primary, Secondary, and Top Company Official who will be on specific regular communication dist. lists.) and have them automatically added to a "living" distribution list?
- We want a way to email all Top Company Officials regarding an OSHA update (and BCC the email) can I just click a button and it pulls the most current and up to date list without me individually adding people to distribution lists after creating each new contact record? (Currently in Outlook - we use 2007 before we get to Office 365--- we create a contact record under the category type of membership, then we go to distribution lists and individually add that contact record to all of the applicable distirbution lists...tedious---we want Salesforce to constantly auto add from the contact record it'self to an email list so we don't have to do additional steps after creating the record)
- Right now we have on new contact records an option under the "contact details section" labeled "contact type" and a pick list that allows us to select multiple contact types. How do we send an email to everyone we selected a contact type for (aka every "AMTS Contract" person)
Help! I really want to get off of Office 2007---- and we can't make the jump until we get this figured out!!!!
