Knowledge Sync
KnowledgeSync can ensure that you never miss out on important opportunities or be unaware of urgent customer issues. The user programs the pertinent business criteria and KnowledgeSync monitors the data aggressively, sending out alerts when predetermined circumstances are met. Sage SalesLogix clients can incorporate Integrated Service Alerts to notify staff or management of pressing customer support issues that require immediate attention.
Business Alerts: Deliver Data - Now
Business Alerts allows you to actively notify management, employees, customers or business partners of pertinent, timely business information via e-mail, fax, pager, PDA, cell phone and/or web browser — automatically.
KnowledgeSync simply monitors your CRM database, incoming e-mail and even other business applications proactively.
Business Alerts Key Features:
- Monitor data and receive automatic alerts when business conditions are met
- Update CRM Contacts, Accounts and History with important information automatically
- Automatically schedule, generate and distribute reports based on data conditions in CRM
- Monitor the OS for system events that could have a detrimental effect on the usability of the CRM system
- Receive alerts automatically via e-mail, fax, pager, PDA, phone or Web browser
When a critical occurrence or condition that may impact business performance or customer satisfaction is identified, Business Alerts automatically responds by relaying notification alerts, distributing reports, updating applications with new information and more.
Sample Business Alerts included are:
- Sales opportunities scheduled to end by week, month or quarter
- Targeted opportunities that are gained or lost
- Emit reminders for accounts with no activity for several days
- Record new leads in CRM
- Notify of pressing service and support issues
ADDITIONAL INFORMATION
For more information , please contact our sales department at (866) 456-7962 or email at sales@SyncSite.net.
