Workflow Automation


5 Νοε 2013 (πριν από 4 χρόνια και 6 μήνες)

85 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
step processes and improve productivity

Identify tasks that require immediate or overdue attention

Provide everyone
with the up
date notifications necessary to work smarter

Discover further opportunities for customer interaction

Be notified immediately and act quickly to critical issues

When staff and managers receive action
oriented alerts via email,
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
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

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

Trigger Reports:
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:
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.

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

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