Blytheco Home | Sage Software | Sage SalesLogix | Modules | SalesLogix BusinessAlerts & Workflow
Sage SalesLogix BusinessAlerts & Workflow |
With Sage SalesLogix KnowledgeSync, you'll never miss out on critical business opportunities or be unaware of urgent customer issues. Simply define the business conditions and Sage SalesLogix KnowledgeSync monitors your data pro-actively and automatically sends alerts when conditions are met. Sage SalesLogix Support customers can add Integrated Service Alerts to notify staff or management of critical customer support issues requiring immediate attention. |
Stay Informed - Always
Sage SalesLogix KnowledgeSync allows 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 in 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 notification messages, distributing reports, updating applications with new information, or other activities you define.
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 SalesLogix |
|
"Hot” service and support issues |
|
|
|
|
Sage SalesLogix BusinessAlerts
Key
Features
|
|
|
|
Monitor
data proactively and automatically
receive alerts when business
conditions are met. |
|
Automatically
update SalesLogix Contacts,
Accounts and History with
important information. |
|
Schedule,
generate and distribute reports
automatically, based on data
conditions in SalesLogix. |
|
Monitor
the operating system for
events that could adversely
affect the usability of SalesLogix. |
|
Receive
alerts automatically via
e-mail, fax, pager, PDA,
phone or Web browser. |
|
|
|
|
|
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 E-mail Response sends a personalized message back to them. Then, an 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.
|
|
|
|
Email Response
Key Features
|
|
|
|
IdIdentify incoming e-mail and automatically take
actions based
on nature and
content.
|
|
Scan,
auto-respond to and
auto-forward e-mail. |
|
Automatically
schedule new activities,
notify recipients
and record interactions. |
|
|
|
|
|
| |
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 alerts and e-mail responses designed for Sage SalesLogix Support users—will help your business deliver the high-quality service experiences 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, 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. dworked, or if a ticket is approaching its resolution deadline. Integrated Service Alerts can also automatically reassign or escalate tickets based on time criteria you set. You can also be automatically notified when a customer’s service contract is approaching expiration. |
|
|
|
Integrated Service Alerts
Key Features
|
|
|
|
Auto-create
support tickets from
customers’ e-mail. |
|
Communicate
expected response
time and progress
reports to customers
automatically. |
|
Capture
e-mail traffic and
update existing tickets. |
|
Notify
service managers
of overdue tickets
or escalated issues
requiring attention. |
|
Alert
staff of expiring
service contracts
automatically. |
|
Protect
the confidentiality
of service reps'
private e-mail addresses. |
|
|
|
|
|
| |
Get More Info
Want to know more? Talk to a Sage SalesLogix sales representative
to see if Sage SalesLogix BusinessAlerts is
right for you. Call us at (949) 583-9500 x1130 or
contact us by email at
|
| |
| Sage SalesLogix Pricing
and Ordering |
| Back to Sage SalesLogix
Home |
|
