In today’s busy schedule, it is difficult to remember Birthdays, work anniversary and marriage anniversary of employees or customers associated with your organisation. However, you can overcome this difficulty through a wonderful Salesforce Application developed by Webkul named as Events Reminder.
This application automates the process of sending wishes and events notifications to employees and customers associated with your organisation. It includes birthday and marriage anniversary of Users (Employees) and Contacts, work anniversary of the Users( Employees) and customer anniversary of the Contacts.
Based on the users’ reviews on AppExchange, my personal experience and competitor’s analysis, I can say this is indeed the best application to have ever been developed on Salesforce platform for sending events notifications.
You don’t need to worry even if you have created custom fields in your org to keep track of Birthdays of your Users and Contacts. It can pick data from all those custom fields as well with data type DateTime. And this is something which makes it different from the other applications listed on AppExchange in the similar category. All you need to have is an active email template for all the events which will be sent to the recipient on the event day.
Benefits
- It has some additional features which you won’t find in other Applications listed under the similar category on AppExchange.
- Anyone would love to install an app that is easy to work with. Events reminder is one such application which you will find easy to install, setup and configure.
- Provides you with the option to select email template as per your choice based on specific events and helps to automate email notification as per your preferred time.
- You can even create a custom Event and send birthday notifications to the
- You don’t need to worry even if you have created some custom fields in your org to keep track of Birthdays of your Users and Contacts.
- It can pick data from all those custom fields as well whose data type is Date/Time. And this is something which makes it different from the other applications listed on AppExchange in the similar category.
- Optimized for the Salesforce1 mobile app.
How it reduces pain?
- You hardly need to do anything manually once you have installed the application. It automates almost everything.
- All you need to have is an active Email Template based on the events which will be sent to the recipient on the event day. It just provides you a point and click way to send wishes.
- The application also allows you to opt out of email notifications in case you don’t want to receive them for any event and you just want to have a list of the Birthdays, Work and Customer anniversaries on a given day. All such features come inbuilt with Events Reminder Application.
The below snapshot displays the different themes available for the Events reminder in Classic view.
Tab and Mobile View
The application also allows you to opt out of email notifications in case you don’t want to receive them for any event and you just want to have a list of the Birthdays, work and customer anniversaries on a given day. All such features come inbuilt with Events Reminder Application.
You can check this out once on AppExchange and trust me you won’t be disappointed. Given the variety of functionalities it has, it would definitely meet your business requirement.
Video Tutorial
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