Agent Alerts by CRM Foresight LLC
Do you have front line agents working with clients that could accidentally overlook important information that's buried in fields on the page or in child rec ...read more
Do you have front line agents working with clients that could accidentally overlook important information that's buried in fields on the page or in child records that could be easily missed?
You can solve this problem by creating alerts on any object to highlight information when your agents are looking at a record.
You can create alerts for the current record the agents are looking at, or even for child records. For example an agent might be looking at an Account, but it might have a few Opportunities that need attention. You can highlight that information directly on an account alert and link directly to the Opportunities that need attention to make agent navigation easier.
Help your company reduce risk and even save agent time by reducing their need to dig for information by presenting what's most important right up front.