Highlights
- Deliver important information to your users at the exact moment they need the information
- Users Can Hide Alerts - Once a user is presented with an Alert Message, the user can choose to hide the Alert
- Alert Optimizer automatically displays Alerts on related records, even if the Alert wasn't specifically set on the related record
Description
Alert Optimizer allows your organization to create targeted alerts within CRM guaranteed to reach your CRM users whenever they view the records associated with the Alerts. Because Alert Optimizer is a native CRM application, all the information is presented in screens that will be familiar and intuitive for your users.
Using Alert Optimizer, your organization can set Alerts on almost all standard records within CRM. As soon as a user views a record with an Alert set, a window will pop-up with the Alert Message, deliverying the critical message when they need it most.
A single alert can be set for multiple records at once, such as on an Opportunity and a Contact. One alert can be actually be associated with 11 different types of records in CRM. Alert Manager supports setting alerts on: Accounts, Assets, Campaigns, Cases, Contacts, Contracts, Leads, Opportunities, Products, Solutions, and Users. It is also possible to set a Global Alert. A Global Alert is not associated with any specific record and will display whenever a user views a page that is configured to support alerts. |
