|
 Monitor your sales, marketing, and service processes and daily operations to get greater visibility, manage by exception, and ensure staff are adhering to performance criteria. Business Activity Monitoring (BAM), using Workflow Automation powered by KnowledgeSync, enables you to be notified immediately and respond quickly to critical customer iissues.
- Receive action-oriented alerts via email, phone, fax, or pager so you can respond to time-sensitive developments when they occur
- Utilize over 90 pre-configured queries and 50 events (actions) to help you get started
- Configure your own unique business activity monitoring template to monitor the critical operations in your business
- Pre-built events and queries for Maximizer CRM include monitoring for:
- Lead not assigned
- Lead with no status update after X days
- More than X lost or abandoned by any rep within Y days
- Sales opportunity open for more than X days
- Account Manager with fewer or more than X quotes in the last Y days
- X open cases per assigned staff person
- Customer service case open for more than one week
For a more complete list, download the Maximizer CRM Process Automation and Business Monitoring datasheet.
Phone 1-800-804-6299 or e-mail for more information or to request a demonstration. |
