With KnowledgeSync, you'll never miss out on critical business opportunities or be unaware of urgent customer issues. You define the key business criteria and KnowledgeSync monitors your data proactively and sends alerts when conditions are met. Microsoft CRM customers can add Integrated Service Alerts to notify staff or management of critical customer support issues requiring immediate attention. Business Alerts 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.
Business Alerts Key Features monitor data proactively and automatically receive alerts when business conditions are met. It will also 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; and 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, Business Alerts automatically responds by sending notification messages, distributing reports, updating 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, and service and support issues.
Contact Infinity today to find out how Knowledge Sync can help your business grow! Sales@infinityinfo.com.
c360 Productivity Packs combine multiple products into a single offering. Infinity is pleased to offer the core productivity pack for Infinity’s Microsoft Dynamics CRM for Life Sciences featuring dashboard, SearchPac, Activity Summary, and Email link. Descriptions for each of these features are listed below.
| Dashboard |
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Allow individual CRM users to configure their workspace with the content that is important to them |
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Allow CRM users to configure personal search blocks to make it quicker and easier to search for the data they want to see |
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Combine multiple data cells on one page so a single click on a CRM record results in the display of various cells of information related to that record |
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Increase the usability of CRM by reducing screen changes, number of screens and number of clicks
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SearchPac |
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Segment data by creating complex, cross-object queries involving multiple record types |
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Merge duplicate Lead, Contact and Account records while preserving all record history |
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Avoid duplicate data by quickly searching across CRM records before entering new data |
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Edit and save unique column set and sort order for each saved query |
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Save frequently accessed queries for future use |
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Expand and collapse the query results set window for increased ease of use |
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Run user queries with one click from 'My Views' menu |
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Bulk update or modify fields on records retrieved in a search or query |
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Customize the field list in query results sets for ad hoc data analysis and export to Microsoft Exce |
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Perform quick searches for Lead, Contact, Account, Case, Product, Quote, Order and Invoice records |
Activity Summary |
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Chronologically roll-up all open and closed Activities and Notes for all CRM record types including Lead, Contact, Account, Opportunity, Quote, Order, Invoice, Case and Contract |
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My CRM Summary screen now included to display all open activities for the active user |
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User customizable column display for summary and my summary views |
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Performance optimization allows users to individually select the amount of data they want to see in their summaries |
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See all Activities and Notes associated with the Originating Lead for Contact, Account and Opportunity records that have been converted from a Lead |
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Immediately see which Notes and Activities have attached documents (paperclip icon) |
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Quickly add new Activities, Notes or Phone Activities (directly) from the Activity Summary screen |
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Add a ‘Quick Activity’ to open and complete an Activity record with a single click |
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Print the CRM summary page or export it to Microsoft Excel |
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Sort ascending and descending by any column in the summary listing |
Email Link |
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Quickly send links to CRM records though email with a single click |
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Reduce search times and confusion by sending direct links to CRM records |
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Increase collaboration and CRM system adoption by allowing users to quickly reference CRM records |
Contact Infinity today to find out how Knowledge Sync can help your business grow! Sales@infinityinfo.com |
