Smart Notifications

Enhancing Real-Time Alerts with Smart Notifications

Imagine getting notifications that truly matter to you. That's what our Smart Notifications are all about—making your alerts more relevant, useful, and context-aware. These notifications help reduce clutter and empower you to take immediate action. Let's dive into how Smart Notifications can transform your CRM experience:

What Are Smart Notifications?

Smart Notifications are designed to:
1. Reduce Message Clutter: View all your notifications in the 360View, eliminating redundant and duplicate alerts across your mobile phone, tablet, and desktop. Say goodbye to information overload.
2. Personalize Alerts: Configure notifications to highlight your most important alerts, ensuring you stay focused on what matters.
3. Encourage Immediate Action: Prioritize user engagement by encouraging you to take action right away, so notifications aren't dismissed or postponed.

Unified Real-Time Alerts

At their core, Smart Notifications unify all real-time alerts within the 360View of the customer, offering a streamlined approach to managing your notifications.

Dynamics 365 Smart Notifications Plugin

Our Dynamics 365 Alert Notification Plugin enhances your Microsoft Dynamics 365 CRM experience by allowing you to add and manage alerts for various entities. This plugin provides:

Bulk Alerts Creation and Management: Quickly create and manage multiple alerts.
Customizable Alerts: Add alerts to individual CRM records with start and expiration dates.
Alerts Control: Deactivate and reactivate alerts as needed.
Versatility: Configure alerts for any CRM entity, including custom ones.
Advanced Alert Management: Set user roles, criteria alerts, and expand alert scope for related entities.
Mobile Compatibility: Stay informed on the go with alerts on your mobile device.

Technically Speaking

Think of Smart Notifications like sticky notes that grab your attention for important matters related to customer profiles, behavior, or transactions. Whether it's missing information on a KYC form, a relevant lifestyle event, or a missed deadline in a case resolution, Smart Notifications ensure you never miss a beat.

By leveraging CRM solutions, AI-powered CRM, and advanced digital solutions like our Dynamics 365 Alert Notification Plugin, you can enhance your personalized customer experience and maintain secure digital interactions. Our tools are designed to help you achieve seamless CRM implementation, delivering AI-driven customer insights and superior business performance. With Netiks 360CRM and Netiks 360Bank, managing your customer relationships has never been easier.

Business Value

With Smart Notifications, you can easily set up business rules to trigger alerts based on specific criteria. For instance, you'll be notified if a customer's email address is missing, if a credit card has been collected but not activated, if a customer is traveling to Europe next week, or if their monthly bill amount has been declining for six months.

These Smart Notifications are categorized into three levels: “Information,” “Warning,” and “Critical.” They seamlessly integrate into any CRM screen, prompting necessary actions, highlighting crucial information, and allowing users to create new notifications and set their expiry dates.

Our Smart Notifications enhance CRM solutions by providing personalized customer experiences and secure digital interactions. They work seamlessly with AI-powered CRM tools, Microsoft Dynamics 365 CRM, and omnichannel banking software like Netiks 360CRM and Netiks 360Bank. By integrating these notifications into your customer service software or banking CRM software, you can leverage AI recommendation engines and advanced digital solutions to gain AI-driven customer insights. This approach ensures effective CRM implementation services and boosts your business performance with digital transformation tools and sales automation software tailored for CRM for financial services.

Technical Description

Smart notifications within CRM solutions bring your predefined rules to life, displaying notifications across any entity. The best part? Non-technical users can easily set these up by building relevant queries, defining their level (Critical, Warning, or Information), and crafting both static and dynamic messages. When a user opens a CRM record, they'll see a list of matching notifications, with the option to add new ones and set expiry dates. Plus, you can group records to show the count of matches directly in the message.

Even better, there's an API available to integrate the Smart Notifications engine with other applications, enhancing your AI-powered CRM, Microsoft Dynamics 365 CRM, or any other advanced digital solution. This feature ensures a personalized customer experience, secure digital interactions, and provides AI-driven customer insights. Whether you're using Netiks 360CRM, Netiks 360Bank, or other CRM for financial services, these smart notifications streamline your digital transformation tools, customer relationship management tools, and sales automation software. This seamless integration ultimately boosts business performance software and omnichannel banking software, enhancing your overall customer service software and banking CRM software ecosystem.

Features

Configure notifications based on roll-up queries in CRM
Configure notifications based on queries outside CRM using the Integrated View Advanced Query builder
Deactivate notifications
Set notification level (Critical, Warning, or Information)
Configure multiple displays for the same notification to show on different entities
(Ex: Overdue Task can be displayed on Task entity as well as on Case entity)
Grouping functionality is available to show the count of matching records
Set static or dynamic message to show for each display
(Ex: (!Count:) overdue tasks for (!TaskOwner:) -> 4 overdue tasks for James)
Create manual notification with expiry date
Web resource that can be added to any entity form
Available API that can be called from other applications
Logging API calls and results
Support for Load balancing.