Sage Alerts & Workflow
Sage Alerts & Workflow continuously tracks enterprise apps and automatically generates alerts, reports, and workflows depending on user’s unique business requirements, so they can concentrate on keeping their company on track for success.
Key Features
Monitor Inventory Activity
Keep track of what’s going on in the inventory around the board. Alerts & Workflow keeps track of everything that happens to an inventory object during its lifespan, including:
- Takes the right actions at the right times
- Emails overdue client invoices
- Texts you about expiring discounts
- Puts delinquent clients on credit hold
Pay & Get Paid On Time
Never skip an early pay discount or write-off a bad debt again! Sage Alerts & Workflow automatically and electronically monitors your A/R and A/P data:
- Stock levels
- Initial purchase
- Delivery
- Storage
- Sales
Help Your Reps Sell More
Sage provides sales representatives with all of the details they need to close the transaction. Sales reps stay on top of their sales with Alerts & Workflow, which automatically:
- Notifying clients of shipment delays
- Delivering quotes to prospects before they expire
- Monitoring for changes in buying habits and alerting reps to schedule client follow-ups
Track & Address Inactivity
Sage helps organizations keep track on what didn’t happen in the company to gain useful insights. Alerts and Workflows assist in being vigilant by tracking inactivity situations such as:
- Inactive customers
- Inactive projects
- Inactive stock items
Pay & Get Paid On Time
Monitor all modules and data for unlimited companies, with unlimited business conditions, and unlimited triggered alerts to an unlimited number of recipients.
- Includes 55 pre-configured business conditions for Sage 300 and 85 pre-configured business conditions for Sage 100
Help Your Reps Sell More
Detect and adapt to errors and exceptions automatically. Identify unique situations and answers, and Alerts & Workflow sends notifications about activities like:
- Duplicate item numbers
- Missing email addresses
- Exceptionally high discounts
- Unacceptably low profit margins
Give A Voice To Your Data - Whether it's ERP, CRM or HR
Sage deliver’s automatic warnings in the event of any market situation, such as past-due invoices, vital service problems, or contract expiration. Users can s end updates via email, text message, fax, dashboard, or instant message, or any other method or computer. And then deliver them to all – staff, clients, and vendors – in the way they want, at the time they need them.
Addiontal Module Options
Reports Module
- Use Crystal Reports to generate and deliver forms and documents, such as invoices, statements, and purchase orders
- Generate and deliver automated reports
- Dynamically trigger and deliver analytical reports based on business conditions
- Generate and deliver graphical alerts, such line charts that track sales history
Workflow Actions Module
- Trigger updates to the Sage ERP database, such as putting a past due client on credit hold
- Trigger updates into other applications based on what’s happening in Sage ERP, like scheduling a phone call in a CRM app for a client who is past due
- Take data from the Sage ERP system and move it into another application
- Integrate with Sage Intelligence and Sage Enterprise Intelligence
Additional Connections
- Users can purchase "connections" for each program, such as monitoring, autoprocessing, and responding to incoming messages in their email client, to keep track of situations in applications other than Sage ERP.
Alerts & Workflow Client Access License(s)
- Individual users should be able to login to the Alerts & Workflow framework and access it from the comfort of their own local PC, rather than needing to log into the main server.
