Workflow Automation
Process Automation and Business Activity Monitoring with Maximizer CRM

While the competition struggles with manual processes and reports on customer interactions, gain a competitive advantage by automating and monitoring critical business processes. Workflow Automation, powered by KnowledgeSync, streamlines processes and reduces manual work for frontline staff.

Workflow Automation is an engine that runs in the background through Maximizer CRM, providing business activity monitoring to ensure that critical tasks are completed based on other actions in the database, such as assigning web leads or notifying staff of service escalations. With Workflow Automation, relationship-building care and communication is streamlined and business processes are automated, minimizing the resources required to maximize revenue and customer satisfaction.

Business Activity Monitoring 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. Be notified immediately and act quickly to critical customer issues. Start with over 90 pre-configured queries and 50 events (actions).
Process Automation Automate CRM processes to save manual effort and time. Monitor your system for activities, then trigger next actions – whether it be emailing the customer, notifying an account manager, send a reporting to an executive, or shipping out a product.
Email Monitoring Monitor incoming emails to company email addresses, then automatically take the next action, such as replying to the custome and routing to the assigned staff, to ensure no inquiry goes unanswered.