Auto Emails
KnowledgeSync takes returned query sets and sends out HTML formatted emails. Emails can be sent to specific users and/or to a Contact/Person identified in the query. Moreover, instead of sending one message per record set, KnowledgeSync can group the results into a single email.
Scheduling Reports
Organizations have standard reports that are run on a consistent basis. Instead of manually printing the reports, allow KnowledgeSync to place them into ‘production’. Schedule the reports to run at a set time each day, week or month and automatically print or email them. For a parametrized report, pass the values into the report to customize the output for departments, users or clients.
Dynamic Web Pages
Web Content is static for most firms, but with KnowledgeSync you can update and post data to your intranet or website dynamically. Use KnowledgeSync to post summary information on Sales, Support Statistics and Marketing Campaigns with daily updates from your CRM system or consider creating personalized information for clients based upon their reporting requests
Parse Emails
A consistent problem with CRM or database applications is finding a way to automate the entry of data from Web Based submissions. Commonly, web developers and network managers forward emails from websites to specific users. Someone then prints the emails and manually keys the data into a CRM system or spreadsheet. Instead, let KnowledgeSync monitor the mailbox, parse the email into designated fields and then use code to load the data into another application.