Smart Actionable Alerts™
Smart Actionable Alerts is a mobile alert feature in MobileAccess that provides a comprehensive, unique approach to automating automating notifications and facilitating productive responses to these notifications.
Smart Actionable Alerts combine the notification, the access to information, and the tools to respond all within an integrated, intuitive interface. MobileAccess users are presented with notification pop-ups regardless of what application is currently running on the device, and then can be pulled into the CRM and begin the necessary actions effortlessly. With MobileAccess the whole notification and response process can occur in less than a few minutes so that the organization is more responsive and business processes get completed faster.
Any business that wants to maximize productivity, make employees more proactive in key activities or improve responsiveness of the organization will find ways that Smart Actionable Alerts can give their business a competitive advantage and/or operational excellence.
Why are Smart Action Alerts needed by mobile CRM users?
- For notification of new information that requires action
- For notification and reminder of critical events requiring a response
- For key business processes within an organization that often get stalled unless a particular individual is notified that their action or response is required
Best-in-class businesses are always seeking a means to reduce cycle time or to be faster and more nimble than their competition. Smart Actionable Alerts were designed with these objectives in mind. Microsoft Dynamics CRM has powerful workflow capabilities that make it easy to create custom workflows for any give business process. Any workflow you've designed for your Dynamics CRM deployment, however complex, can leverage the new Smart Actionable Alerts feature so that business processes can continue even when key participants in the process are out of the office.
With MobileAccess a business can reduce cycle time from days to minutes for key business processes by using Smart Actionable Alerts and getting started is easy:
Creating a Smart Actionable Alert:
- Step 1 - Within Dynamics CRM, create a Workflow
- Step 2 - Add a Smart Actionable Alert step to the Workflow
- Step 3 - Publish and Run the Workflow (MobileAccess is automatically ready to be engaged in the Workflow)
Receiving and Responding to a Smart Actionable Alert:
- Step 1 - Smartphone vibrates/rings
- Step 2 - Click through to information screen
- Step 3 - Select response mechanism