Sage CRM SalesLogix Solutions - Business Alerts and Workflow
With Sage CRM SalesLogix KnowledgeSync, you'll never miss out on critical business opportunities or be unaware of urgent customer issues. You define the key business criteria and Sage CRM SalesLogix KnowledgeSync monitors your data proactively and sends alerts when conditions are met. Sage CRM SalesLogix Support customers can add Integrated Service Alerts to notify staff or management of critical customer support issues requiring immediate attention.
BusinessAlerts: Deliver Data — Now
Sage CRM SalesLogix BusinessAlerts allows you to actively notify employees, management, business partners or customers of critical, time-sensitive business information via e-mail, fax, pager, PDA, cell phone and/or Web browser — automatically.
So how does it work? Behind the scenes, Sage CRM SalesLogix KnowledgeSync proactively monitors your Sage CRM SalesLogix 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, BusinessAlerts automatically responds by sending notification messages, distributing reports, updating applications with new information and more.
Sample BusinessAlerts included are:
- Sales 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 CRM SalesLogix
- "Hot” service and support issues
E-mail Response: Take Action — Now
With Sage CRM SalesLogix E-mail Response, when a prospect requests information on your company Web site, a contact record is automatically created in Sage CRM SalesLogix. And because the request is delivered via e-mail, there is no direct connection to your database and little security risk.
Once the prospect's data is added (or updated) in Sage CRM SalesLogix, E-mail Response sends a personalized message back to them. Then, a BusinessAlert is sent to a sales rep or any other employee(s) to notify 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 package of customer support-related events and e-mail responses designed for Sage CRM SalesLogix Support users — will help you service your customers better than ever before.
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, another component of Integrated Service Alerts, helps 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. In fact, Integrated Service Alerts can automatically reassign or escalate tickets based on time criteria you set. You’ll also be automatically notified when a customer’s service contract is about to expire.
Used with permission from Sage Software