KnowledgeSync is your organization’s “invisible assistant” – it automatically performs repetitive tasks and relieves your staff of the burden of monitoring your applications and business data for “exceptions”, such as leads that have not been followed up on, or a support call that has been left open for too long. Through its monitoring and automated responses, KnowledgeSync prevents the loss of sales opportunities, eliminates the “oops, I forgot!” of client follow-up, and reduces the lag time (and manual error) inherent to data entry.
In SalesLogix, KnowledgeSync offers five key benefits:
- It automates such tasks as customer follow-ups and opportunity action plans
- It triggers alerts to staff (both Sales and Support side), partners, and clients
- It enables clients to automatically take incoming email messages, add their content to the SalesLogix database, and schedule intelligent follow-up activities
- It integrates SalesLogix with other applications (such as Financial apps) by identifying conditions outside of the SalesLogix application and triggering workflow that updates and schedules activities within SalesLogix
- It monitors historic customer activity and trends within the SalesLogix application to quickly identify and act on clients who would be good prospects for incremental sales opportunities
Solution Category: Alert Messaging, Business Intelligence, Customer Communication, Data Analysis, Data Import, Email Marketing, Enterprise Application Integration, Exchange / Outlook Integration, Faxing, Process Management, Reporting
Vertical Market(s): All
Complements SalesLogix Module(s): SalesLogix Marketing, SalesLogix Sales, SalesLogix Support
Works With Client(s): All
