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.