Friday, December 2, 2011

How do I send snail mail from Salesforce?

I'm a new Salesforce user and I need to send welcome letters and invoices to my customers. Some of them insist on getting them by mail (snail mail). Is there a way to send mail directly from Salesforce?|||There is a way to mail merge documents out of salesforce. Look up"mail merge" while signed into SF and it will give you step by step outline of how to set this up. You can't "mail" it out of SF, but you can print the letters out and mail on your own.|||PostalMethods offers an application which allows Salesforce users to send letters directly from their CRM. The application integrates with Salesforce's templates module allowing users to generate any kind of letter using existing CRM content.





It is free to install and test. Pay-as-you-go to send real letters.


You can send letters via PostalMethods in many other ways. Check out the website.

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