Workflow Automation powered by
KnowledgeSync
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 assigns the appropriate people to take action. This saves everyone
time and makes sure no lead or customer slips through the net.
Just apply
business context and logic to your data to give yourself the power to respond
proactively. Configure Workflow Automation with rules to process the information
and the logic of who to send alerts and reports to. You don’t have to waste time
searching for these instances and you can be confident that you’re not missing
any more opportunities to build a successful customer relationship.
Respond Immediately with Real-Time Alert Messaging
-
Receive alerts
on critical business activities via e-mail, fax, pager, or phone so you
can respond to time-sensitive information wherever you are.
-
Monitor
information in Maximizer Enterprise as well as other database applications
such as your accounting or inventory systems for greater visibility into
your business’ important daily activities.
Examples:
-
If a hot lead
has not been contacted in five days, send an automatic alert to the sales
manager and schedule a follow-up call for the client with the appropriate
account manager.
-
When more than
four customer service cases are entered for one customer in a given week,
send an alert to the customer support manager and the appropriate account
manager.
-
Add web leads
automatically to a one-on-one follow-up e-mail campaign and alert the
appropriate account manager.
Monitor and Automatically take Action on
Incoming E-mail:
- Respond
quickly and create higher customer satisfaction by monitoring the incoming
e-mail to your sales@, customerservice@ or other generic address. With the
E-mail Response System, simply apply rules based on message content or sender
and take action to respond immediately.
- Monitor
incoming e-mail, identify the customer’s record in Maximizer Enterprise and
route the message to the appropriate account manager while saving it to the
customer’s record.
- Send an
automatic response to the sender based on the message content so they know
that you’re actively investigating their enquiry. For example, automatically
create a customer service case when an e-mail is received and send receipt
confirmation with case number back to the sender.
- All the
activities and information coming and going in your business every day may
seem overwhelming. Maximizer Enterprise Workflow Automation will make building
successful customer relationships seem so much easier by ensuring no customer
inquiry or opportunity slips through the nets.
More information on CABC's Workflow Services...
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