My customer service department has to manually update customers with their order status, wasting valuable time
BAM can be configured to automatically send e-mails to customers and your staff when an event takes places. Customers can be automatically e-mailed an order confirmation notice when an order ships or before an invoice becomes due.

I would like to add a personal touch to standardized communications sent via e-mail to customers and prospects
BAM offers templates that help standardize communications to customers, prospects and others sent by e-mail. Tags available for these templates enable addition of a personal touch to these mails with ease.

I would like to greet my customers on their birthdays, wedding anniversaries and other special occasions, but find it difficult to keep track of the appropriate dates
You can set up BAM to monitor wedding anniversaries, lifetime value thresholds, purchased volume thresholds, or any occasion special to your customers and automatically send appropriate greetings to them with your signature, thereby providing a personal touch

I would like to keep my Web store customers informed of upcoming offers and promotions
CRM Studio can be set up to trigger prompts for e-mailing newsletters — in plain text or HTML format — to customers informing them of new stock that has arrived, or discount sales in the offing. You can also drive additional sales and bond closely with your customers by sending out greetings on occasions such as weddings, anniversaries, years as a customer, etc, using data from the wish lists or gift registries created by your shoppers in Everest.

I find it difficult to keep track of key reports distributed within my company
CRM Studio automatically generates frequently-needed reports and provides complete auditing of report distribution, enabling you to precisely track who got what information, when, and by what means

I would like to automatically communicate drop-ship orders to my vendors immediately upon receiving orders from my customers
Using CRM Studio, you can look up orders on hand in Everest and automatically instruct your vendors— by fax or e-mail —which orders need to be drop-shipped. This order processing software ensures prompt shipments while saving money and time.

I want to automatically send individual sales commission reports to my sales reps every month
With CRM Studio you can end out, every month, e-mails with detailed statements attached indicating sales commissions each of your individual sales reps is entitled to. That way your sales personnel would find themselves well informed on this score, and motivated too.

I simply do not have the time to monitor all the activities taking place in my business
You can configure the BAM feature in Everest to check for those conditions that are most critical to your business. Once configured in this manner, BAM will automatically notify the appropriate staff for further action. For instance, when you have overdrawn on your bank account and it shows a negative balance, BAM will trigger a warning e-mail to all concerned in your company with details of the bank account and the amount by which it has been overdrawn. To give another example, BAM can be configured to alert you about products that aren't moving at all. When no sales invoices have been created in Everest for any product or products for a period of time that you have pre-set, Everest can automatically e-mail an alert to the appropriate employees in your company. CRM Studio is equipped to deliver alerts via e-mail, fax and pager.

I would like to track – and respond to – changes critical to my business but which go beyond the pre-defined events in Everest
CRM Studio can be configured to check for events (within Everest) that you want to track, events that are beyond the purview of Business Activity Monitoring and Everest functionality. Once configured, it will not only automatically notify the appropriate staff for further action, but it will also update accounting inventory and other software with timely data.

Whenever any critical activity affecting my business occurs, I would like to send out alerts by fax apart from e-mail
CRM Studio offers you the facility of sending out alerts by fax as well as e-mail