Best way to send customized emails and manage email templates?
Essentially I would like a way, either from the lead record or a custom object we have set up to track where in the process they are, to be able to pick an email template, customize it with a rich text editor, and send it out. The "Send an Email" button on the activity related list is insufficient as it does not include a rich text editor (we need to have the emails branded and send out links and stuff). Another solution was to keep the templates in Pardot, but their email editor does not provide a way to organize the templates, so it would be a picklist of hundreds of templates.
Unless there is an App out there that can do this or I am completely missing something this seems like something I would have to do in a visualforce page. Any advice on how to handle this requriement would be greatly appreciated.
Do you happen to use an email service provider yet or are you open to suggestions?
Check it here: http://www.contactmonkey.com/salesforce-for-outlook
Hope that helps.