coordination of CRM and Campaigns email templates
Unless I am missing something the need to hand-duplicate email templates in crm and campaigns is a huge inefficiency.
I view the CRM database as my "has to get this email" database because they are existing customers or prospects and this is how we communicate urgent program updates. Because the CRM email is integrated with my "real" outlook email and is coming directly from me they are more likely to get it without it being classified as spam.
I view my Campaigns contact list as "I hope it doesn't go to spam" database. I view Zoho Campaigns as a blast email program like Constant Contact, MailChimp. Campaign Monitor etc, where I can send large quantities of emails but at a lower delivery rate since they are being sent from the server of the provider.
But in my work both of these databases overlap and intersect. I spend most of my time building a great template in CRM as that is the most important group of 10,000 customers (and because of the limitation I have to spread this out over a couple days which is really annoying). But I also want to send some of the same emails to my "big list" of 50,000 prospects or purchased lists which reside in Campaigns. What is the best way to do this without having to hand-craft the virtually identical email templates in both platforms? Zoho is one system, this should be easy!