The business world is one of fine margins; delaying actions by seconds or minutes can have a significant impact on business deals. That's why it's critical for salespeople and marketing staff to always stay informed, even when they're out of the office. CRM alerts solved that problem by ensuring that users receive real-time notifications immediately after customers take critical actions.
Usually the alerts come via push notifications to mobile devices, pop-up messages in the app or email messages. CRM users can also set the rules for incoming notifications. For example, users may decide to be notified of all conversions or specific ones, such as email opening, link clicks, or new website activity. Likewise, end users can set up specific leads to receive notifications for. User activity related alerts such as closed deals, newly created contacts and incoming calls are also available. With such intuitive alert functions, marketing and sales personnel are equipped to perform their tasks efficiently at all times.