How can a manager be instantly notified when a high-value customer opens a case?

Creating a workflow rule with an email alert is the most effective way to instantly notify a manager when a high-value customer opens a case. This approach allows for real-time notifications, ensuring that the manager is immediately informed of any important events without delay. Workflow rules can be designed to trigger automatically based on specific criteria, such as the customer’s value or the type of case being opened. When these criteria are met, an email alert is sent to the designated recipient, facilitating prompt action.

This method is proactive and efficient compared to other options. Manually checking the case list would not provide instant notifications and relies heavily on the manager's availability and diligence in checking the system. Setting up a customer portal does not directly provide notifications; it merely offers a platform for customers to log cases, while utilizing automated reports also lacks real-time alerts and involves scheduled runs, which can lead to delays in communication. Thus, the use of workflow rules with email alerts stands out as the most immediate and effective solution for keeping management informed of high-value customer interactions.