Learn how your Sage ERP, CRM & HRMS solution can benefit from automated alerts and workflow.
Sage Alerts & Workflow monitors your business applications in real time and performs alerts, report distribution, and workflow based on your specific business conditions —all automatically, so you can focus on keeping your organization on track for success.
Key Features
With Sage Alerts & Workflow you can:
Pay & Get Paid On Time
Never write-off bad debt or miss early pay discounts again! Sage Alerts & Workflow tracks your A/R and A/P data electronically, and automatically:
- Takes the right actions at the right times
- Emails overdue client invoices
- Texts you about expiring discounts
- Puts delinquent clients on credit hold
Monitor Inventory Activity
Keep on top of what’s happening in inventory across the board. Alerts & Workflow automatically tracks everything in the lifetime of an inventory item, including:
- Stock levels
- Initial purchase
- Delivery
- Storage
- Sales
Help Your Reps Sell More
Provide sales reps with all the information they need to close the deal. Alerts & Workflow keeps sales reps on top of their sales by 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
Gain valuable insights into your business by keeping tabs on things that didn’t happen. Alerts & Workflows helps you stay proactive by monitoring inactivity conditions like:
- Inactive customers
- Inactive projects
- Inactive stock items
Manage Errors & Exceptions
Automatically spot and respond to errors and exceptions. Identify your specific conditions and responses, and Alerts & Workflow will alert you of events such as:
- Duplicate item numbers
- Missing email addresses
- Exceptionally high discounts
- Unacceptably low profit margins
Stay Connected 24/7 with One-Connection Alerts
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
Give A Voice To Your Data - Whether ERP, CRM or HR
Deliver automated alerts about any business conditions, such as overdue invoices, critical support issues, or contracts about to expire. Deliver the alerts via any method, any device, including email, text message, fax, dashboard, or instant message. And send them to everyone; employees, customers, and suppliers – in the format they want, and when they need them the most.
Additional Optional Modules
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
- Monitor conditions in applications other than Sage ERP by purchasing “connections” for each application, such as tracking, autoprocessing, and responding to incoming messages in your email client
Alerts & Workflow Client Access License(s)
- Enable individual users to connect and manage the Alerts & Workflow system from the convenience of their own local PC without having to log onto the main server
Sage Alerts & Workflow Resources
Ready to get started with Sage 100 Payroll?
Contact us today to get started