Ability to notify via email (or text) all assigned reps of an account in Sales Link.
We see value in being able to create a notification that goes out all assigned reps of an account. Examples would be credit notification of demand letter going out, help with collecting a bill, etc.
We have reviewed this idea again and our forward direction with the products is unlikely going to be rooted in email notificaiton. Our Dealers have been providing feedback that they are weary of too many system generated notifications. Can you confim if you were able to demo the CIM functionality that you indicated earlier in the comments? WE would be ahhapy to coordinate that for you if not. Please reach out to your Account Exec or one of our Product Consultants .
This is becoming more and more important. For instance, we want to notify "All" assigned reps when a demand letter is sent out from credit. We did demo the Issue Mgmt. module, but I don't remember it notifying all assigned reps. A rep would have to open Sales Link and go to that customer record know there is an issue. This would just be an easy way to "blast" notify all assigned on something that is happening relative to the customer.
We plan to look at that. I have seen it and it appears to be lead management system clone and looked pretty basic. We would like a more modern platform relative to the communication platform (i.e. text, email) that can be managed (resolved) from the communication. Also, it would be nice to set rules to send these communications out based on situations (i.e. A/R > 60 Days, WO Opened, etc.,).
Mike have you considered Customer Issue Management for this? The CIM Module in SalesLink allows for different types of Issues to be created at the Customer level, including credit and account related issues. It has the ability to create activities and attach them to the issue, such as a follow-up meeting with the Sales Rep or Perhaps Service to discuss a disputed Invoice. Issues are assigned to someone to resolve and an email notification goes out. Issues can also be re-assigned as needed.
I could actually see a blog type of function to have a conversation around a customer/issue that is internal to app and stored at the customer level (a conversation).
Mike Love
Hi Mike,
We have reviewed this idea again and our forward direction with the products is unlikely going to be rooted in email notificaiton. Our Dealers have been providing feedback that they are weary of too many system generated notifications. Can you confim if you were able to demo the CIM functionality that you indicated earlier in the comments? WE would be ahhapy to coordinate that for you if not. Please reach out to your Account Exec or one of our Product Consultants .
Thank you
This is becoming more and more important. For instance, we want to notify "All" assigned reps when a demand letter is sent out from credit. We did demo the Issue Mgmt. module, but I don't remember it notifying all assigned reps. A rep would have to open Sales Link and go to that customer record know there is an issue. This would just be an easy way to "blast" notify all assigned on something that is happening relative to the customer.
We plan to look at that. I have seen it and it appears to be lead management system clone and looked pretty basic. We would like a more modern platform relative to the communication platform (i.e. text, email) that can be managed (resolved) from the communication. Also, it would be nice to set rules to send these communications out based on situations (i.e. A/R > 60 Days, WO Opened, etc.,).
Mike have you considered Customer Issue Management for this? The CIM Module in SalesLink allows for different types of Issues to be created at the Customer level, including credit and account related issues. It has the ability to create activities and attach them to the issue, such as a follow-up meeting with the Sales Rep or Perhaps Service to discuss a disputed Invoice. Issues are assigned to someone to resolve and an email notification goes out. Issues can also be re-assigned as needed.
I could actually see a blog type of function to have a conversation around a customer/issue that is internal to app and stored at the customer level (a conversation).