What if your business systems and staff could talk to each other. What would they say?
Close the communication gap between your sales, marketing and customer service teams. Here are use case examples illustrating how IntelConnect users are keeping their customers and staff engaged!
Web Site Leads
A mid-west manufacturing company receives leads from their website, automatically assigning them to sales reps based upon geography. IntelConnect schedules a follow-up follow call to the sales rep, in the CRM system, and notifies the rep by e-mail with details of the lead. An auto response e-mail is sent to the person who inquired, introducing them to their sales person and providing specific product information they requested.
Account Overdue
A lighting manufacturer links their accounting and CRM system together. When an account if outside a 120 day payment due window, the customer service department receives an e-mail notification with details. A flag is placed in the CRM system putting the account on credit hold and the assigned sales rep receives an e-mail to keep them in the loop.
Annual Subscription Renewals
A technology solutions provider offers a platform that has an annual subscription renewal. An e-mail notification uses information from their CRM and accounting system to send the customer a 30 day reminder of the renewal. A summary of all upcoming renewals is sent in a report to the designated sales person to keep them in the loop.
