Automate Proactive Business Functions

• What if your system could automatically assigned issues to the right account executive?"
• What if your system could automatically calculate quotes and format them for presentation?"
• Would you like your system to automatically followed up with collateral to new prospects?"
• Would you like some tasks automatically scheduled for team members based on project / opportunity status?"
• What if your system notified you about expenses over a certain amount?"

Lightspoke was created to be your trusted information partner. Lightspoke doesn't just house and help you track information - it can help you look out for important things. You can tell Lightspoke to notify you, your group and your partners of appropriate information. Some customers use customized messaging templates to automate invoices, sales proposals and the like. Others use scheduled notifications to remind staff of overdue tasks, stagnating sales accounts, etc.

Proactive

Some of the features that help business work smarter every day include:

• Scheduled Notifications:  schedule automatic notification on a subscription basis (every day at 10) or by event (whenever someone adds a new expense).
• Sophisticated calculations:  enables customized calculations
• Convenient Emailing Of Data:  enables you to easily email the contents of a record to colleagues, partners and customers
• Email Messaging Templates:  mail merge information and automatically emails upon events