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Home > Categories > CRM Software > Sage SalesLogix > Business Alerts & Notifications  
 
 
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Sage SalesLogix - Business Alerts & Notifications Module 
 
 
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.

SAGE SALESLOGIX KNOWLEDGESYNC BUSINESS ALERTS KEY FEATURES
  • Monitor data proactively and automatically receive alerts when business conditions are met.
  • Receive business alerts automatically via e-mail, fax, pager, PDA, phone, or Web browser.
  • Automatically update Sage SalesLogix Contacts, Accounts, and History with important information.
  • Schedule, generate, and distribute reports automatically, based on data conditions in Sage SalesLogix.
  • Monitor the operating system for events that could adversely affect the usability of Sage SalesLogix.
  • Scan incoming e-mail and automatically take actions based on nature and content.
  • Analyze, auto-respond to, and auto-forward e-mail.
  • Automatically schedule new activities, notify recipients, and record interactions.
  • Auto-create support tickets from customers’ e-mail.
  • Communicate expected response time and progress reports to customers automatically.
  • Capture inbound e-mail requests and update existing tickets.
  • Notify service managers of overdue tickets or escalated issues requiring attention.
  • Leverage automatic business alerts to notify staff of expiring service contracts.
  • Protect the confidentiality of service reps' private e-mail addresses.
   
     
 
 
 
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