Personalized Notifications
Challenge: In busy work environments it’s easy for things to fall through the cracks. Timely follow-ups, consistent process adoption and task management can be a real challenge. Manual Salesforce monitoring is time-consuming and prone to errors.
Solution: Imagine taking your routine operational reports — such as 'Overdue tasks,' 'Idle cases,' 'Accounts without follow-ups,' or 'Opportunities without contacts' — and transforming them into automations that actively steer and accelerate processes for you. Act On It's "Automation Builder" makes this a reality.
Within minutes, managers can create custom automations for real-time alerts, guidance and notifications for themselves and their teams, promoting action and ensuring nothing critical or time-sensitive is missed. For example, managers can instruct Act On It to proactively monitor queues, identify deals without follow ups, or detect idle leads and cases, and notify professionals for prompt action. Or provide helpful tips for new starters on how to tackle the varying types of deals and support cases.
Result: Act On It's consistent oversight in Salesforce, frees managers to focus on priorities and helps professionals deliver on their core responsibilities. Act On It can oversee leads, opportunities, tasks, cases, queues, error logs and more. This adaptability ensures that the tool serves a multitude of use cases including and beyond SLAs, enhancing overall operational efficiency.
Act On It drives processes forward, saves time, and improves productivity by encouraging proactive action and providing real-time assistance. This ultimately leads to improved process adoption, better customer satisfaction, faster case resolution, and accelerated sales cycles.
Click here to begin learning how to create new Message Automations in Salesforce with Act On It.