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Workflow Automation powered by KnowledgeSync

 

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Your business contains rich amounts of information on your customers, prospects, partners and suppliers. Within all this data, how do you identify critical information which requires immediate attention?

Maximizer Enterprise Workflow Automation powered by KnowledgeSync monitors your business systems and automatically reminds the appropriate people to take action. This saves everyone time and makes sure no lead or customer slips through the net.

What benefits can KnowledgeSync offer me?

KnowledgeSync provides your system with four core capabilities:

  • Real-Time Alert Messaging - Via e-mail, fax, pager, PDA, mobile phone, FTP, based on critical, time-sensitive application data.
  • Dynamic E-Mail Analysis, Response and Processing
  • Report Distribution for Crystal Reports - Via e-mail, fax, FTP and web browser.
  • Monitoring Operating Environment Events

Further details on the benefits of KnowledgeSync can be found in the "KnowledgeSync 2000: Business Benefits" PDF here.

Does KnowledgeSync come with Maximizer?

Most Maximizer Enterprise 12 editions include KnowledgeSync Lite, an introductory version of KnowledgeSync. If required, you can purchase the full version from CABC.

What types of Alert are there?

KnowledgeSync Lite has the ability to activate up to six KnowledgeSync Events. By default, KnowledgeSync includes a Maximizer Enterprise EventPak which has approximately 30 pre-defined queries events, including:

  • Appointments (Completed/InComplete)
  • Contacts (Fewer than 20 from Cold Calls/More than 500 from an Advertisement)
  • Hotlist Items (Confirmed Orders/Payment Requests due Today)
  • Opportunities (In Progress  < 5,000 due this Month)

If you find that the standard events do not suit your needs, CABC can help you to create your own events, customised for your business.

Further Information

For more information on how CABC's Consultants can help you and your team get more from your Maximizer and KnowledgeSync, please complete our Service Enquiry form.

Alternatively, you can download our PDF "KnowledgeSync 2000: Business Benefits", which includes further details of the four core capabilities of KnowledgeSync, and a complete explanation of the differences between KnowledgeSync and KnowledgeSync Lite.

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