We’ve all been there. We need information on our sales data or our open orders, but tracking down this information can be very stressful and time-consuming. What if there was a CRM company that could automate these alerts to you on a regular basis so that you no longer have to deep-dive to locate the information?
Insert Tour de Force. The Tour de Force Solution has 3 types of alerts: internal, external, and advanced reports that can be included as an attachment. Knowing the type of alert you need is critical in determining where this alert will go.
1. Internal Alerts
Internal alerts go to internal employees like your inside salesmen, outside sales reps, operations managers, etc. These alerts can include critical information brought over from your ERP system through Tour de Force’s Connector and into the Tour de Force Solution. This information can include important details like sales data, open orders, open quotes, CRM details, and so on. The best part is, you do not have to set up a different alert for each piece of information you want your employees to receive; a single alert can hold as little or as much information as you want to send out.
2. External Alerts
External alerts are intended to go to external sources, such as vendors, partners, resellers – basically anyone who does not have access to your internal system. The information you send to these external sources can be filtered so that they only see what you want them to see. External alerts allow for everyone to stay involved and up to date so that there is no miscommunication.
3. Advanced Reports
Advanced reports are reports that are created and can be added as an attachment to an alert or notification. While typically used internally, users do have the option to send these attachments to external sources via alerts and notifications. Advanced reports also have the ability to be combined into a single attachment, condensing needed information to be sent out to the people who need it most.
The biggest benefit to the automation of these alerts, notifications, and reports is that Tour de Force is saving you tons of time when you can have this information delivered directly to you instead of spending hours digging for it.
Some people ask: Is it difficult to set up these alerts and notifications? Setting up alerts and notifications is fairly simple and is done in the implementation process of Tour de Force. Information in alerts and notifications can go out via email or show up as a little alert on TdF Web, showing your people all information and details they need to know, saving them time.
At TdF, we want to make sure you’re getting the most information that you can with the least amount of effort. Accomplishing this hurdle assists greatly in user adoption because users now automatically receive all the information that they need.