Your Business Activity Monitoring, Alerting and Automation Solution
Exact Event Manager Key benefits
In general, Exact Event Manager helps you do more work with less people and catches both problems and opportunities before they slip by. And Event Manager provides these benefits with lower cost and greater reliability and consistency than hiring more staff.
While Event Manager has an unlimited number of potential uses, here are some examples for specific departments and roles that may apply to your business:
- Sales
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- How often do you lose prospects because you didn’t act in time?
- Do you know how often your sales pipeline is being updated? Ever been blindsided by a change in the forecast?
- Ever discover a customer switched to another vendor months after the fact?
- Identify prospects who need follow-up, alert their salesperson, and initiate a workflow to ensure it’s done.
- Alert sales managers of any changes to opportunities in the pipeline.
- Route email leads to the right salesperson and initiate a qualification workflow.
- Identify hot & cold accounts, email an account history to their account manager, and initiate a workflow to ensure a follow-up call is made.
- Finance
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- How long does it take you to invoice your customers? How many man-hours does this take each week?
- How much of your receivables do you write off? Are you consistently keeping on-top of overdue accounts?
- Are you short-staffed? Do you spend a lot of time handling requests for reports?
- Send an electronic invoice when a new order is processed and get paid faster.
- Identify supplies that are need to be restocked and initiate a purchasing workflow with the critical information pre-filled.
- Contact accounts with overdue receivables, tailoring the message to the aging.
- Flag delinquent accounts and automatically put them on hold.
- Run and distribute departmental reports.
- Operations
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- How often do you have to tell customers that their order will be late?
- How often do you run into trouble because you don’t have enough material on-hand?
- Do you work with Sales on promos to move slow inventory?
- Monitor actual versus projected dates, material quantities, and costs on jobs/orders and send alerts of critical variances.
- Generate work orders, pick lists, or other documents at each step of a process.
- Send updates about a job/order to multiple systems that lack formal integration.
- Alert supervisors of changes to completion dates, and initiate a workflow to review the work schedule.
- Notify the sales team of slow-moving inventory for promo opportunities
- Customer Service
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- Do you get customers complaints about missed SLAs?
- What’s the longest it could take before an email is routed to a service rep?
- Do you know always contact customers before their warranty/maintenance expires?
- How often do you receive requests just for status information on orders?
- Identify requests approaching SLA limits and alert supervisors.
- Route emails and initiate workflow for follow-up.
- Send electronic order, shipping, and service-request confirmations.
- Notify customers of impending warranty/maintenance expiration and initiate a workflow for renewal.
- Send login credentials for self-service websites.
- Executives and Owners
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And last but not least -
- Do you want to grow but already have departments at 110% capacity?
- Do you feel you’re really gaining business insights from your ERP, CRM, Quality, or Workflow investments? Or are you bombarded with more data than you know what to do with?
- Reliably monitor KPIs so you can focus on the big picture.
- Project a “bigger” image of your company and staff to customers and suppliers.
- Improve productivity across departments.
- Increase the utilization of your ERP, CRM, Quality and Workflow investments.
