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Brianna manages The Inbox, a blog where you'll find posts about cool, but not necessarily related, things going on in the tech industry. From cool apps to web 2.0 topics. You'll find a whole lot of useful info here. And of course, news about Customer FX.

Learn How The KnowledgeSync for SalesLogix Email Responder Automates The Creation of Records

Demo January 18th, 2012 at 2pm CST.

If you want to automate the creation of tickets and other records in SalesLogix then the KnowledgeSync Email Responder is exactly what you need.  Making use of this feature will not only save you time but it will also ensure that your customer communications don't fall through the cracks, resulting in improved responsiveness whether it's a support issue or a new sales lead.  In this demo we will review how an incoming email is automatically converted to a support ticket based upon keywords, and we will also look at the following workflow:

  • A confirmation email automatically sent to the customer acknowledging the support request, as well as an email to the support staff alerting them of the new ticket.
  • Handling support requests from a contact that does not yet exist in your SalesLogix database and how to re-assign the ticket to a SalesLogix Account.
  • Forwarding an email from any user's inbox to create a new support ticket automatically.
  • Creating a scheduled Activity from an email.
  • Creating a new Lead from an incoming email or your website's lead capture form.

Join us to learn more about KnowledgeSync E-mail Responder functionality.

KnowledgeSync E-mail Responder for SalesLogix presented by Scott Weber of Customer FX
When: Wednesday, January 18th, 2012, at 2pm CST
Where: Online via GoToWebinar
Cost: FREE!

Register now!


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About Brianna Ojard



Limon said:


This a extra ordinary nice and helpful post for me. Because i am new in the way.

So, Thanks a lot for sharing the grate post with us.

January 11, 2012 1:48 AM

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