Bridging the information gap with a modern alerts and notification system for CRM

Every well-organized CRM system needs strong alerts and notifications capabilities to improve user performance and reduce the chances of miscommunication and mismanagement.

Passing information to the right parties within the organization manually or through disconnected electronic means has traditionally caused process inefficiencies. Early generations of software to address this challenge were expensive, complex, ineffective, or they suffered from some combination of these problems. But the latest generation of solutions make it quite easy to keep everyone in the loop about the latest updates within a team, department, or broader organization.

For Microsoft Dynamics 365 CRM users, here are few points worth considering when selecting an alerts and notifications management app.

Alerts for different scenarios

Organizations use different types of alerts to pass on information to different set of audiences (individuals, teams or third parties). Be it notifications about overdue payments, reminders for monthly targets, or notices about upcoming events in organization, each of these types of information can be communicated by configuring different types of alerts. Announcement, rule-based, record-based, and event-based alerts are the most useful types of alerts that one should be able to use to address the situations that arise in the organization.

Different modes to send alerts

Emails, pop-ups and form notifications are typical modes for sending alerts and notifications. Apps that provide multiple modes to send alerts enhance the effectiveness and efficiency of each communication scenario.  Furthermore, a greater range of alert types also allows you to take into consideration the audience’s preferences. With a broad range of options available, each audience (individuals, teams, or third parties) should be able to receive their alerts and notifications in the right mode and in the right context.