Workflow Automation, powered by KnowledgeSync, makes building a competitive advantage and great customer experiences possible by streamlining processes, reducing work for staff, and alerting managers of problem areas.
Key Benefits of Workflow Automation with Maximizer CRM
Identify tasks which require immediate attention and act more quickly
Ensure critical processes are never left unattended
Provide everyone with the up-to-date information necessary to do their job successfully
Save money by automating time-consuming manual processes
Discover further opportunities for customer interaction
Automate compliance
Keep Tabs on Business and Act Quickly
Alerts: Gain actionable intelligence into your critical business processes, monitor your business and information in Maximizer CRM and other applications. Receive alerts and exception reports by email, fax, pager, PDA or phone so you can respond to time-sensitive information wherever you are.
Examples:
Lead follow-up: If a hot lead has not been contacted within a set number of days, automatically send an alert to the sales manager and schedule a follow-up call with the appropriate account manager.
Sales Management: Notify the sales manager when a sales representative loses more than a specific number of deals in a given time frame, or has deals that are more than two weeks overdue for closing.
Customer Service & Support: When more than four customer service cases are entered for one customer in a given week, send an alert to the customer support manager and the appropriate account manager.
And many more pre-configured Workflow Automation event paks, plus easily configure your own to be alerted on the critical activities in your business.
Develop Business Insight on a Regular Schedule or Just-in-Time
Schedule Reports: Automatically receive the reports you need to see based on a weekly or monthly schedule.
Trigger Reports: Generate and distribute reports when a certain action within Maximizer CRM or other application occurs. For example, if an account manager abandons or loses more than five opportunities in one week, send a sales territory forecast and phone log activity report to the sales manager.
Monitor Email: Respond quickly and create greater customer satisfaction by monitoring incoming emails to generic email addresses, for example sales@, customerservice@ and others to ensure that no inquiry goes unanswered with the Email Response System.
Take Action on Inquiries: Monitor incoming email messages, identify the customer’s record in Maximizer CRM, route the email to the appropriate account manager and append it to the customer’s record. Or create a customer service case based on message content to save time and reduce data entry errors.
Handle Unsubscribe Requests Automatically: Comply with anti-spam legislation and remove names automatically from your email campaign lists when a prospect or customer has emailed their request to opt-out or unsubscribe.
Automatic Replies: Send an automatic response to the sender based on the message content so they know that you’re actively investigating their inquiry.
