Smart Actionable Alerts: Common Use Cases
Business processes such as lead response, customer service escalation, pricing approvals, expense authorizations, credit approvals, and work assignments can be automated with coordinated notification and responses across many people and across great remote distance. In fact, any business process, however complex, can have key steps dispatched to mobile workers for feedback, activity or information gathering.
Sample Use Case - Lead Response and Distribution
Problem: Responding to lead requests in a timely manner is difficult when there is a large volume of leads and notifications do not provide the full CRM record.
Solution: Distributing leads via a Smart Actionable Alert so that sales representative is aware, is fully informed of the CRM record, and is able to initiate an immediate response from his smartphone.
Benefit: Response time reduce from 2 days to a matter of minutes.
Sample Use Case - Service Request and Dispatch
Problem: Responding to a service request is difficult when the full details of the request are only available to technician from a laptop resident in his vehicle.
Solution: Dispatching detailed service requests direct to the technician's smartphone using Smart Actionable Alerts allows the technician to accept the job immediately and arrive on-site ready to begin work.
Benefit: Response time reduce from several hours to several minutes, and improve the efficiency and effectiveness of the technician.
Sample Use Case - Credit Application and Approval
Problem: In the field with customers, Financial Services Representatives need to provide fast approval for credit.
Solution: Credit application form can be filled in on smartphone, and a manager at another location can receive a Smart Actionable Alert of the request, review the details and approve it directly from their smartphone.
Benefit: Credit approval occurs on-site in a matter of minutes instead of being delayed by a day, improving customer satisfaction and loyalty.