Alerts
KnowledgeSync has the widest variety of alert methods of any application on the market. These methods include:
- Email
- Fax
- Pager / PDA / Cell Phone
- Pop Up
- Web Browser
- FTP
Supported email systems include Outlook (native Exchange), Internet (SMTP), and Lotus Notes. Faxing supports free-format text plus report, form, & document delivery. Paging is alphanumeric, and supports SMS. Browser alerts (“webcasting”) requires no additional software and supports document and report distribution as well – as does FTP.
KnowledgeSync’s intelligent alerts allows for you to notify “record owners” (such as salesreps, managers, and clients), and lets you configure “work vs home” alert addresses – based on the time of day and day of the week. Alert failover (“if person ‘a’ is unreachable, notify person ‘b’) is also supported.
Forms and Document Delivery
KnowledgeSync embeds Crystal Reports for Form, Document, and Report delivery. If you generate invoices, statements, picking lists, work orders, dunning notices, or any other standard forms or documents, KnowledgeSync lets you automate the process whereby these forms are generated and delivered.
For example, a KnowledgeSync event can look for new orders, generate the corresponding invoices, and then email them to the appropriate clients. Another event could monitor clients who have overdue receivables, generate statements for them, and deliver those as well.
In addition to Forms and Documents, KnowledgeSync also generates and delivers analytical reports, such as forecast sales reports, stock status reports, and financial reports. These reports can be "scheduled" - such as every Monday at 9 AM - and can be "triggered" - as in "watch for any account that gets within 10% of their credit limit, and when they do, send me an A/R Aging Report for that client."
Forms, Documents, and Reports can be generated in any format (including HTML, PDF, Word, & Excel) and can be delivered to the appropriate recipients via email, fax, FTP, or web browser.
Email Monitoring
With organizations relying ever more heavily on email and their web site for client interactions, it’s essential that you be able to monitor and respond to those communications in an automated manner. That’s why KnowledgeSync, in addition to monitoring application data, lets you monitor the content of incoming email messages as well as web form submissions.
Supporting a wide variety of email systems and web forms, KnowledgeSync lets you analyze the content of incoming messages and submissions to determine who the content is coming from, what it’s about, and how it needs to be handled by your organization.
For example, we here at Vineyardsoft use KnowledgeSync to auto-process Support Requests logged into our website. When such requests are received, KnowledgeSync matches them against contact records in our CRM database (creates contacts & accounts if necessary), and creates a support ticket in our Help Desk system. KnowledgeSync then sends a confirmation message back to the client, notifies our support staff of the new ticket, and alerts the appropriate salesperson that a request has been received from their client.
Workflow Automation
Business Activity Monitoring is all about delivering the right information at the right time. But sending critical information to the right people is only part of that solution.
Delivering information to your business applications – in the form of intelligent workflow – is the other part of that solution.
KnowledgeSync can update your business applications with an event’s details.
KnowledgeSync can record the fact that a customer has been re-sent an overdue invoice; it can update a vendor’s record with details on an expiring lease; or it can take the details of an incoming email message and create a support ticket in your Help Desk database.
But even more important than what has happened in your business is what has to happen.
If KnowledgeSync identifies that a client has an overdue payment, KnowledgeSync can schedule a call for that client’s salesperson. If a lease is about to expire, KnowledgeSync can create a to-do item for that vendor. And if a support call has not been addressed, KnowledgeSync can escalate that call.
Synchronizing knowledge, people, and processes. That’s KnowledgeSync.
