UNAPEN offers KnowledgeSync as an add on to the SalesLogix and ClientLogix product for automated reporting, alerts, notifications, workflow, process manager, email capture and much more.

Business Activity Monitoring, When Time is Critical

KnowledgeSync is a “Business Activity Monitoring” application that automatically monitors business information for critical, time-sensitive conditions of data across an organization and to respond to those conditions in a timely and intelligent manner.

Keeping Management, Clients and Staff Alert

Management, clients, staff in research, portfolio-management, operations and client service need to be kept in the loop when critical, time-sensitive information comes to light.

KnowledgeSync monitors ClientLogix™ and other software applications for critical, time-sensitive business “events.” Once an event is detected, alert messages are sent out to users, clients, and business partners. KnowledgeSync also monitors select e-mail accounts for important incoming messages.

Once an e-mail is identified, an automated response is sent to the sender of the message, and the appropriate members of your staff are alerted. These alerts can be sent via e-mail, cell phone, and/or web browser.

KnowledgeSync also updates the underlying applications with the details of the event and updates the underlying client record with the content of the incoming mail message.

KnowledgeSync Alerts & Workflow for CRM

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Data-Triggered Reports

KnowledgeSync automatically generates and distributes Crystal Reports, PDF, HTML, Microsoft Word or Excel on a scheduled, “data-triggered” or on-request basis. Reports can be distributed via e-mail, fax, FTP, and web browser.

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