So, drawing on the collective, I would like to invite comments on processes/products others use. Here are the basic requirements.
- We have inbound leads every day (we do not need SEO) for our services
- Those leads are responded to and then pushed into Salesforce.com using Web2Lead
- We would like to simply generate a workflow process from that point forward
- The primary actions would be follow-up Emails and opt-out capability
- We don't want to spend more than $100 per month
- We would consider both on-premise (our servers run LAMP) and Salesforce solutions
What would be very useful would be a requirements template for helping us determine what we actually need (we don't know what we don't know). The primary reason for feedback is that we truly need a solution. Others are also asking us for solutions if we find one. Thanks in advance.