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 x2500 or contact us by email at

Sage SalesLogix Pricing and Ordering

Back to Sage SalesLogix Home