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
Key Benefits of Workflow Automation with Maximizer CRM
Automate repeatable step
step processes and improve productivity
Identify tasks that require immediate or overdue attention
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
Be alerted when a hot lead has not been contacted within a
set number of days.
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
cases entered for one customer
Get Insight on a Regular Schedule or Just
Automatically receive the reports you need to see based
on a regular schedule.
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.
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.
Send an intelligent, automatic response to the sender to provide relevant
information and timely response.
Workflow Automation is an add
roduct with additional license fees.
Improve Customers Experience" sub
head. Footer should read: Requires Email Response System