KnowledgeSync

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KnowledgeSync and Infinity Info Systems Specialize in World-Class Business Alerting Solutions For Your SalesLogix and Microsoft Dynamics CRM Systems

KnowledgeSync's Business Alerts allow 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.

With KnowledgeSync embedded into your custom Infinity Info Systems' CRM solution, you'll never miss out on critical business opportunities or be unaware of urgent customer issues. Define key business criteria within your Sage SalesLogix or Microsoft Dynamics CRM system, and KnowledgeSync will monitor your data proactively and send email alerts when conditions are met.

KnowledgeSync proactively monitors your CRM database, incoming e-mail and even other business applications.

Business Alerts key features include:

  • Monitoring your data proactively and automatically receive alerts when business conditions are met

  • Automatically updates your CRM Contacts, Accounts and History with critical important information

  • Schedule, generate and distribute reports automatically, based on data conditions in CRM

  • Monitor the operating system for events that could adversely affect the usability of the CRM system

  • Receive alerts automatically via e-mail, fax, pager, PDA, phone or web browser

With KnowledgeSync Business Alerts, once a critical event or condition that may impact business performance or customer satisfaction is identified, it automatically responds by sending notification messages, distributing reports, updating your businesses applications with new information and more.

Sample Business Alerts 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 CRM

  • "Hot" service and support issues

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