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Your business contains rich amounts of
information on your customers, prospects, partners and suppliers.
Within the massive heaps of data, how do you identify critical
information that requires immediate attention?
 CRM Unleashed Workflow Automation
monitors your business' systems and automatically assigns the
appropriate people to take action. Saving everyone time and making
sure no lead or customer slips through the cracks.
Just apply business context and logic to your data to give
yourself the power to proactively respond. 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.
CRM Unleashed provides workflow automation capabilities that you
can easily customize to better manage your organization's sales,
marketing, and service processes. The result is greater control
over routine activities and the elimination of redundant tasks.
Respond immediately with Real-Time Alert
Messaging.
- Receive alerts on critical business activities via e-mail or
electronic memo so you can respond to time-sensitive information
wherever you are.
- Monitor the information in CRM Unleashed 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 5 days, automatically
send an alert to the sales manager and schedule a follow-up call
for the client with the appropriate account manager.
- When more than 4 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 - even automatically
run a Crystal Report summary of the account's customer service
cases.
- Automatically add web leads to a one-on-one follow-up e-mail
campaign and alert the appropriate account manager.
All the activities and information coming and going in your
business every day may seem overwhelming. CRM Unleashed Workflow
Automation will make building successful customer relationships
seem so much easier by ensuring no customer inquiry or opportunity
slips through the cracks. For more information on how CRM Unleashed
can help you automate workflow and processes Contact KCSI (our Authorized Reseller) at
1-604-504-7936 or e-mail us to request further
information or a demonstration.
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