Business Alerts and Notification
Stay informed of all critical business opportunities with
Sage SalesLogix.
Define conditions, then let Sage SalesLogix pro-actively
monitor key business criteria within the CRM solution. When
conditions are met, Sage SalesLogix instantly notifies you
so you can take immediate action. Add Integrated Service
Alerts for pro-active notification of critical customer
support issues.
PRODUCT BENEFITS:
Business Alerts - Stay Informed, Always
Sage SalesLogix KnowledgeSync business alerts allow you
to actively notify employees, management, business partners,
or customers of critical, time-sensitive business issues
via e-mail, fax, pager, PDA, cell phone, and/or Web browser-automatically.
Behind the scenes, Sage SalesLogix KnowledgeSync proactively
monitors your database, incoming e-mail, and even other
business applications if you require.
Once a critical event or condition that may impact business
performance or customer satisfaction is identified, Sage
SalesLogix KnowledgeSync automatically responds by sending
business alerts, distributing reports, updating applications
with new information, or other activities you define.
Sage SalesLogix KnowledgeSync Business Alerts:? Sales
ales opportunities due to close this week, month, or quarter
· Key opportunities that are won or lost
· Open opportunities with no activity for several
days
· New leads recorded in Sage SalesLogix
· "Hot" service and support issues
E-mail Response: Take Action-Now
With Sage SalesLogix KnowledgeSync E-mail Response, when
a prospect requests information on your company Web site,
a contact record is automatically created in the database.
Because the request is delivered via e-mail, there is
no direct external connection to your database and little
security risk.
Once the prospect's data is added (or updated), Sage
SalesLogix KnowledgeSync E-mail Response sends a personalized
message back to them. Then, a business alert is automatically
sent to a sales rep or any other employee(s) you define,
notifying them that this prospect has requested information.
Activities such as scheduling a meeting or sending a literature
kit may also be automatically initiated based on business
processes you define.
Integrated Service Alerts: Manage Critical Support Issues
24-7
Keeping customers is as important as gaining new ones.
Adding Integrated Service Alerts-a pre-packaged bundle
of customer support-related business alerts and e-mail
responses designed for Sage SalesLogix Support users-will
help your business deliver the high-quality service experience
your customers expect.
Integrated Service Alerts E-mail Response analyzes customers'
messages, then creates and assigns service or support
tickets automatically, eliminating duplicate entry and
saving valuable time. Subsequent e-mail messages are matched
with open tickets, ensuring the information is received
promptly rather than passively sitting in e-mail inboxes.
Communication with your customers is also enhanced as
they automatically receive messages advising when they
can expect to be contacted with a resolution as well as
automatic progress reports.
Service Notifications and Escalations, two additional
components of Integrated Service Alerts, help your support
team work more efficiently by alerting members when a
new ticket or defect is assigned, if an issue is not being
actively worked, or if a ticket is approaching its resolution
deadline. Integrated Service Alerts can also automatically
reassign or escalate service tickets based on time-sensitive
criteria you set. You can also be notified automatically
through a business alert when a customer's service contract
is approaching expiration.