Knowledge Sync

Never Miss Out
With SalesLogix KnowledgeSync, you'll never miss out on critical business opportunities. This optional component is complete with BusinessAlerts and E-mail Response. Set and monitor key selling conditions, then send alerts when they're met! Plus, SalesLogix Support customers can add Integrated Service Alerts for even more functionality.

KnowledgeSync Brochure (PDF 325 kb)
BusinessAlerts: Deliver Data — Now
SalesLogix BusinessAlerts allows you to actively notify employees, business partners, and customers of time-sensitive business information via e-mail, fax, pager, PDA, cell phone, and/or web browser — automatically.

So how does it work? Behind the scenes, SalesLogix KnowledgeSync monitors the SalesLogix database, other business applications, incoming e-mail, and your operating environment.

Once it identifies a critical event that may impact your organization’s productivity and profitability, BusinessAlerts responds by sending alert messages, distributing reports, and updating applications with the new information.


Identify critical SalesLogix data and automatically send alerts to users & managers.

Automatically update SalesLogix contacts, accounts, and History with important information.

Generate and distribute Crystal reports automatically, based on a predefined schedule and data conditions in SalesLogix.

Monitor the operating system for events that could adversely affect the usability of SalesLogix.


Sample BusinessAlerts included are:

Opportunities due to close this week, month, or quarter

Opportunities that are won or lost

Open opportunities with no activity for several days

New leads recorded in SalesLogix

"Hot” accounts for Service and Support

E-mail Response: Take Action — Now
With SalesLogix E-mail Response, a prospect can request information on your company website, and become a record in your SalesLogix database within a minute! And because the request is delivered via e-mail, there is no direct connection to your database and little security risk.

Once the prospect's data is added (or updated) in SalesLogix, E-mail Response can also send a personalized message back to your prospect. Plus, BusinessAlerts can be sent to your employees to alert them that a customer has requested information and updates have been made in SalesLogix.


Identify incoming e-mail and automatically take actions based on content.

Scan, auto respond to, and auto forward e-mail.

Auto update SalesLogix by scheduling new activities, notifying recipients, and recording transactions.

Integrated Service Alerts: Manage Tickets — 24-7
(Optional with Support Module) Keeping customers is as important as gaining new ones. And adding Integrated Service Alerts to your solution — a version of SalesLogix KnowledgeSync designed especially for SalesLogix Support — can help you service your customers better than ever before.

A component of Integrated Service Alerts, E-mail Response analyzes customers’ messages and creates tickets automatically, eliminating labor-intensive cutting and pasting. Follow-up messages are matched with open tickets, making sure they help resolve issues rather than just waiting around to be noticed. Support management and administration also improve with more accurate data on ticket and e-mail creation and activity.

Communication with your customers is also enhanced as they receive messages advising when they can expect to hear back from you, as well as automatic progress reports.

Another component of Integrated Service Alerts, Service Notifications and Escalations, helps your support team work more efficiently by alerting members if a new ticket or defect is assigned, if an issue is not being actively worked, or if a ticket is getting close to its deadline. In fact, Integrated Service Alerts can automatically reassign or escalate tickets based on criteria you set. And the interface between Sales and Support will grow even tighter as you’re notified when a customer’s service contract is about to expire.



Create tickets from e-mail.

Communicate turnaround time to customers.

Capture e-mail traffic and update existing tickets.

Monitor and escalate outstanding tickets.

Notify account managers of new accounts and contacts.

Protect the confidentiality of service reps' private e-mail addresses.


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