STAYALERT
WITHYOUR CUSTOMERS
How Handle’s Alert Functions Generate Awareness
Handle’s Alert functionality is a crucial tool in raising awareness amongst individuals and teams within an organization. Alerts foster collaboration by allowing every member of an organization to investigate the status of a customer interaction. Further, employees will be notified when interactions progress and be updated on relevant information the second it becomes available. You won’t have to guess the stage of a process or hunt down the person who made most recent contact. Instead, you’ll have access every step of the way. When an Alert is set up, you’ll input crucial details regarding the process and relationship it regards. The account name will be featured at the top of the page, followed
measurable. Once an Alert is completed, you can create a report to measure activities to evaluate the action, which will allow you to note areas for improvement. In addition, you can add notifications to Alerts that work the same way CCs do with email. They don’t require action, but you can think of them as an FYI to team members and managers not directly involved with the relevant Alert process. When team members are alert, they stay on the same page and campaigns can progress quickly and consistently. With Handle’s Alert function, you won’t need to worry about missing opportunities or doing the same task twice. More importantly, your customers will appreciate your promptness and attention to detail.
by a brief description of the interaction. The three categories of the alert details are Name , Description , and Action . The Name section will give a broad outline of the action required. Examples include customer complaint, large order, machine down, sales issue, and service issue. Description will expand upon the Name of the Alert for added clarity. The Action section will detail what is expected of the Alert owner(s), whether that be a phone call, internal team conversation, or anything else. Once an Alert is created, it will remain on the home screen and at the top of the Active Account feed for all listed owners. All senders and owners will be emailed anytime an Alert is created, updated, or completed. Not only are alerts clearly actionable, but they are also
BRAIN! TRAIN YOUR
SUMMER CRAB ROLL
Start your summer off fresh with this sandwich from the sea.
Ingredients
•
2 soft rolls, split down the center like hot dog buns Green leaf lettuce leaves (for serving) Freshly ground white pepper
•
8 ounces fresh or canned crabmeat 2 tablespoons mayonnaise
•
• • •
Kosher salt
•
2 tablespoons unsalted butter, room temperature
Directions
4. Place a large leaf of lettuce in each bun. 5. Add crabmeat mixture and season with white pepper, if desired. 6. Enjoy!
1. Mix crab and mayonnaise in a small bowl and season with salt. 2. Heat a large skillet over medium heat. 3. Butter opening of buns and cook until golden, about 2 minutes per side.
Recipe inspired by bonappetit.com.
www.CustomerTrax.com | 3
Published by The Newsletter Pro • www.newsletterpro.com
Made with FlippingBook - Online catalogs