MAXIMIZER

CRM Workflow Automation³

Build a Competitive Advantage with Automation.

Workflow Automation, powered by KnowledgeSync, makes building a competitive advantage and great customer experiences possible by streamlining processes, reducing work for staff, and alerting managers of problem areas.

Key Benefits of Workflow Automation
with Maximizer Enterprise
　

	Ensure critical processes are never left unattended
	Provide everyone with the up-to-date information necessary to do their job successfully
	Save money by automating time-consuming manual processes
	Discover further opportunities for customer interaction
	Automate compliance
Keep Tabs on Business and Act Quickly
	Alerts: Gain actionable intelligence into your critical business processes, monitor your business and information in Maximizer Enterprise and other applications. Receive alerts and exception reports by email, fax, pager, PDA or phone so you can respond to time-sensitive information wherever you are.
	Examples: Lead follow-up: Be alerted when a hot lead has not been contacted within a set number of days. Sales Management: Be notified in real-time when a deal is lost, when deals are overdue for closing. Customer Service & Support: Receive an alert when there are multiple cases entered for one customer.
	And many more pre-configured Workflow Automation event paks, plus easily configure your own to be alerted on the critical activities in your business.
Develop Business Insight on a Regular Schedule or Just-in-Time
	Schedule Reports: Automatically receive the reports you need to see based on a weekly or monthly schedule.
	Trigger Reports: Distribute reports when a certain actionoccurs. 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.
Improve Customers' Experience with Automated Communications
	Monitor Email: Respond quickly and create greater customer satisfaction by monitoring incoming emails to generic email addresses, for example sales@, customerservice@ and others to ensure that no inquiry goes unanswered with the Email Response System.
	Take Action on Inquiries: Monitor incoming email messages, identify the customer's record in Maximizer Enterprise, route the email to the appropriate account manager and append it to the customer's record.
	Handle Unsubscribe Requests Automatically: Comply with anti-spam legislation and remove names automatically from your email campaign lists.
	Automatic Replies: Send an automatic response to the sender based on the message content so they know that you抮e actively investigating their inquiry.

Web-based Employee, Partner, Customer Portals, Wireless Portal, Dashboards, available only in eCRM Suite.
MaxLink for Palm included with regular licenses; MaxMobile for Windows Mobile devices is an add-product with additional fees; Wireless Portal for BlackBerry and other web-enabled PDAs available only in eCRM Suite.
Workflow Automation powered by KnowledgeSync is an add-on product with additional fees.
Integration with Microsoft Exchange Server requires MaxSync add-on product (additional fees apply).
Integration with QuickBooks requires Accounting Link add-on product (additional fees apply).
Crystal Reports Server is an add-on product with additional fees.
Customization Suite is an add-on product with additional fees.

"Using Workflow Automation to automate processes has saved us over 25 staff hours per week in manual tasks; moreover, being able to monitor processes has enabled staff and managers to more effectively communicate customer needs to our product development groups. We are continuing to identify processes for Workflow Automation to manage for us to further decrease manual tasks and route our customers?valuable feedback throughout our company."

Chris Beasley,
Systems Engineer,
Lifeway Christian Resources

More Customer Successes