Workflow Automation

hourglassjurorΜηχανική

5 Νοε 2013 (πριν από 3 χρόνια και 7 μήνες)

67 εμφανίσεις

Oct 08
Workflow Automation

Workflow Automation, powered by KnowledgeSync(1), improves responsiveness and makes relevant
customer experiences possible by automating processes, alert
ing managers of problem areas and reducing
manual work.



Key Benefits of Workflow Automation with Maximizer CRM



Automate repeatable step
-
by
-
step processes and improve productivity



Identify tasks that require immediate or overdue attention



Provide everyone
with the up
-
to
-
date notifications necessary to work smarter



Discover further opportunities for customer interaction

Be notified immediately and act quickly to critical issues



Alerts:
When staff and managers receive action
-
oriented alerts via email,
PDA o
r phone, they can respond to time
-
sensitive milestones or critical
incidents no matter where they are. Maximizer CRM contains over 50 pre
-
configured alert notifications; or easily configure your own to be alerted on the
critical activities in your business
.



Lead follow
-
up:
Be alerted when a hot lead has not been contacted within a
set number of days.



Sales Management:
Be notified in real
-
time when a deal is lost or when
deals are overdue for closing.



Customer Service & Support:
Receive an alert when there a
re multiple
cases entered for one customer
.


Get Insight on a Regular Schedule or Just
-
in
-
Time




Schedule Reports:
Automatically receive the reports you need to see based
on a regular schedule.



Trigger Reports:
D
istribute reports when a certain action occurs. For example,
if an account manager abandons or loses more than five opportunities in one
week, send a sales territory forecast to the sales manager.



Improve Cus
tomers' Experience with Automated Communications



Take Action on Inquiries:
Monitor incoming email, identify the customer’s record, route the email to
the account manager and save it to the customer’s record.



Handle Unsubscribe Requests Automatically:
Comp
ly with anti
-
spam legislation and remove
names automatically from your email campaign lists.



Automatic Replies:
Send an intelligent, automatic response to the sender to provide relevant
information and timely response.

i
Workflow Automation is an add
-
on p
roduct with additional license fees.

ii
Improve Customers Experience" sub
-
head. Footer should read: Requires Email Response System