• Automate repeatable step-by-step processes and improve productivity
• Identify tasks that require immediate or overdue attention
• Provide everyone with the up-to-date notifications necessary to work smarter
• Discover further opportunities for customer interaction

• Alerts: When staff and managers receive action-oriented alerts via email, PDA or phone, they can respond to time-sensitive milestones or critical incidents no matter where they are. Maximizer CRM 10 contains over 50 pre-configured alert notifications; or easily configure your own to be alerted on the critical activities in your business.

• 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.

• Schedule Reports: Automatically receive the reports you need to see based on a regular schedule.
• Trigger Reports: Distribute reports when a certain action occurs. 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.
  
  

• Take Action on Inquiries: Monitor incoming email2, identify the customer’s record, route the email to the account manager and save 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 intelligent, automatic response to the sender to provide relevant information and timely response.
  

1. Workflow Automation is an add-on product with additional license fees.
2. Requires Email Response System.

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