Sage SalesLogix KnowledgeSync |
Never Miss Out
With Sage SalesLogix KnowledgeSync, you'll never miss out
on critical business opportunities. This optional
component is complete with BusinessAlerts and E-mail
Response. Set and monitor key selling conditions,
then send alerts when they're met! Plus, Sage SalesLogix
Support customers can add Integrated Service Alerts
for even more functionality. |
| |
 KnowledgeSync Brochure (PDF 325 kb) |
| |
BusinessAlerts:
Deliver Data — Now
Sage SalesLogix
BusinessAlerts allows you to actively notify employees,
business partners, and customers of 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 SalesLogix KnowledgeSync
monitors the Sage SalesLogix database, other business applications,
incoming e-mail, and your operating environment.
Once it identifies a critical event that may impact your
organization’s productivity and profitability, BusinessAlerts
responds by sending alert messages, distributing reports,
and updating applications with the new information. |
| |
BUSINESS
ALERTS: FEATURES |
|
Identify
critical Sage SalesLogix data and automatically
send alerts to users & managers. |
|
Automatically
update Sage SalesLogix contacts, accounts,
and History with important information. |
|
Generate and
distribute Crystal reports automatically,
based on a predefined schedule and data
conditions in Sage SalesLogix. |
|
Monitor the
operating system for events that could
adversely affect the usability of Sage SalesLogix. |
|
| |
Sample
BusinessAlerts included are: |
|
Opportunities
due to close this week, month, or quarter |
|
Opportunities
that are won or lost |
|
Open opportunities
with no activity for several days |
|
New leads recorded
in Sage SalesLogix |
|
"Hot”
accounts for Service and Support |
|
| |
| |
E-mail
Response: Take Action — Now
With
Sage SalesLogix E-mail Response, a prospect can request information
on your company website, and become a record in your Sage SalesLogix
database within a minute! 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 SalesLogix,
E-mail Response can also send a personalized message back
to your prospect. Plus, Sage BusinessAlerts can be sent to
your employees to alert them that a customer has requested
information and updates have been made in Sage SalesLogix. |
| |
E-MAIL
RESPONSE: FEATURES |
|
Identify
incoming e-mail and automatically take
actions based on content.
|
|
Scan, auto
respond to, and auto forward e-mail. |
|
Auto update
Sage SalesLogix by scheduling new activities,
notifying recipients, and recording transactions. |
|
| |
| |
Integrated
Service Alerts: Manage Tickets — 24-7
(Optional with Support Module) Keeping
customers is as important as gaining new ones. And adding
Integrated Service Alerts to your solution — a version
of Sage SalesLogix KnowledgeSync designed especially for Sage SalesLogix
Support — can help you service your customers
better than ever before.
A component of Integrated Service Alerts, E-mail Response
analyzes customers’ messages and creates tickets
automatically, eliminating labor-intensive cutting and
pasting. Follow-up messages are matched with open tickets,
making sure they help resolve issues rather than just
waiting around to be noticed. Support management and administration
also improve with more accurate data on ticket and e-mail
creation and activity.
Communication with your customers is also enhanced as
they receive messages advising when they can expect to
hear back from you, as well as automatic progress reports.
Another component of Integrated Service Alerts, Service
Notifications and Escalations, helps your support team
work more efficiently by alerting members if a new ticket
or defect is assigned, if an issue is not being actively
worked, or if a ticket is getting close to its deadline.
In fact, Integrated Service Alerts can automatically reassign
or escalate tickets based on criteria you set. And the
interface between Sales and Support will grow even tighter
as you’re notified when a customer’s service
contract is about to expire. |
|
INTEGRATED SERVICE ALERTS: FEATURES |
|
Create
tickets from e-mail. |
|
Communicate
turnaround time to customers.
|
|
Capture e-mail
traffic and update existing tickets.
|
|
Monitor and
escalate outstanding tickets.
|
|
Notify account
managers of new accounts and contacts. |
|
Protect the
confidentiality of service reps' private
e-mail addresses. |
|
| |
Get More Info
Talk to a Sage SalesLogix sales representative to see if
Sage SalesLogix KnowledgeSync 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
Sales |
| Back to the main
modules page |
