SalesLogix KnowledgeSync
Podcast: Introduction to KnowledgeSync
Podcast: Ways To Use KnowledgeSync
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With SalesLogix KnowledgeSync, you'll never miss out on critical business opportunities or be unaware of urgent customer issues. You define the key business criteria and SalesLogix KnowledgeSync monitors your data proactively and sends alerts when conditions are met. SalesLogix Support customers can add Integrated Service Alerts to notify staff or management of critical customer support issues requiring immediate attention.

BusinessAlerts: Deliver Data — Now
SalesLogix BusinessAlerts allows you to actively notify employees, management, business partners or customers of critical, time-sensitive business information via e-mail, fax, pager, PDA, cell phone and/or Web browser — automatically. So how does it work? Behind the scenes, SalesLogix KnowledgeSync proactively monitors your SalesLogix database, incoming e-mail, and even other business applications if you require. Once a critical event or condition that may impact business performance or customer satisfaction is identified, BusinessAlerts automatically responds by sending notification messages, distributing reports, updating applications with new information and more. Sample BusinessAlerts included are:

  • Sales opportunities due to close this week, month or quarter
  • Key opportunities that are won or lost
  • Open opportunities with no activity for several days
  • New leads recorded in SalesLogix
  • "Hot" service and support issues


    E-mail Response: Take Action — Now
    With SalesLogix E-mail Response, when a prospect requests information on your company Web site, a contact record is automatically created in SalesLogix. And because the request is delivered via e-mail, there is no direct connection to your database and little security risk.

    Once the prospect's data is added (or updated) in SalesLogix, E-mail Response sends a personalized message back to them. Then, a BusinessAlert is sent to a sales rep or any other employee(s) to notify them that this prospect has requested information. Activities such as scheduling a meeting or sending a literature kit may also be automatically initiated based on business processes you define.

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