Our Dynamics CRM Alerts plugin helps create, view, and track different activities in CRM efficiently. It notifies users of important meetings, tasks in the form of alerts and popups at the right time and helps make proper decisions.
Here’s how we helped our client from the workers’ compensation industry with smart alerts.
Client: Intro and Requirement
Our client offers a multi-faced workers’ compensation service. They offer return-to-work services that help reduce workers’ compensation and non-occupational disability. Having a huge network, they even serve Fortune 500 companies along with third-party claims administrators, brokers, and self-insured employers.
While managing such a huge business, getting notified for every small activity becomes crucial. If they had an alert and notification system in your CRM, it would be so much easier! That’s where Smart Alerts comes in!
It helps them create a workflow for an activity that will be triggered when an activity is finished. Plus, they had specific requirements for the alert plugin, such as:
- Access all alerts in one place.
- Alerts are to be displayed in the left corner of the screen as a popup.
- Allow condition-based alert creation.
- Export/migrate alerts from older to newer smart alerts versions.
Our Solution
With our Smart Alerts for Dynamics CRM, they could create, view, manage notifications for different entities from one window. Plus, our plugin provides users with a summary of all the alerts directly on the dashboard. They don’t have to switch between modules or check the alert module for notifications.
- Announcement Alerts
Smart Alerts allows users to send alerts in their preferred way. They can send notifications via SMS, email, or pop up. It means our client has an option to send critical CRM information on SMS as an SMS alert or send a company-wide announcement.
- Criteria Alerts
With MS CRM alerts, our client can create criteria alerts for individual users based on specific conditions and required changes. They can define the flow, changes, user selection to trigger the alerts.
- Track User Activity on Alerts
Smart Alerts for Dynamics CRM allows admin to validate their users and even track their activity. Apart from assigning alerts, they can track who reads or dismisses, or takes action on the alert created for a particular CRM record. This helps them monitor their team’s productivity and attentiveness towards necessary alerts.
And this is a sneak peek of what Smart Alerts did for our client. Put it to its optimum use and see what it can do for you.
Grab the opportunity and bring in Smart Alerts for Dynamics CRM today!
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