CASTLE CRM
888-804-8079
         

Located at 44 Wall Street, New York, NY, 10005, Castle CRM provides Business Solutions for companies' sales, marketing and customer service organizations. Castle CRM is experienced in the financial services, insurance, research, retail, manufacturing, professional services, and publication sectors. Castle CRM offers consulting and system integration services aligning to core business objectives, using tools that generate significant near term return on investment. The company is a Sage SalesLogix Premier Business Partner.
 

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Business Alerts & Workflow Solutions:

KnowledgeSync monitors and responds to critical, time-sensitive business activity that can cost your organization lost revenue and lost productivity. As “one source for all alerts,” KnowledgeSync monitors application data, incoming E-Mail messages, information on web forms, reports due for distribution and operating system data.

Identify & Respond to: time-sensitive data, activities overdue for completion, prospects who haven't been contacted in "x" days, stock surpluses, pending sales for clients on credit hold, manufacture delays, and much more.

Sage SalesLogix KnowledgeSync
 

BusinessAlerts: Deliver Data — Now


Sage 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, Sage SalesLogix KnowledgeSync proactively monitors your Sage SalesLogix database, incoming e-mail, and even other business applications if you require.

 

BUSINESS ALERTS
KEY FEATURES

  • Monitor data proactively and automatically receive alerts when business conditions are met.

  • Automatically update Sage SalesLogix Contacts, Accounts and History with important information.

  • Schedule, generate and distribute reports automatically, based on data conditions in Sage SalesLogix.

  • Monitor the operating system for events that could adversely affect the usability of Sage SalesLogix.

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

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.



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