Using powerful Data Mining technology, Sage Alerts & Workflow detects any business conditions that are critical to the success of your organization and triggers alerts via email, fax, pager, Instant Message, SMS, and Dashboards.
Form & Report Distribution:
Need to deliver quotes, invoices, work orders, or other documents to clients, partners, or prospects? Need to automatically generate and deliver reports – not only on a scheduled basis, but also when business conditions warrant them? Alerts & Workflow is the answer. Documents and reports can be delivered to the right people via the right device (email, fax, FTP, web browser) at the time they’re needed most.
Just as important as keeping your staff and clients informed is keeping your applications informed. If an opportunity hasn’t been followed-up on, Sage Alerts & Workflow can schedule an activity and assign it to the appropriate sales rep. If a client is placed on credit hold in your financial application, Alerts & Workflow can update the contact’s history in the CRM with the financial details.
Wish you could auto-process incoming email messages? What happens to messages sent to “info”, “sales”, or “support” email accounts? What happens when a website visitor requests information or other assistance? Alerts & Workflow monitors email and website activity, automatically processing messages & form submissions so you don’t have to. Email messages are linked to client records, alerts are delivered to account managers, and your databases are updated with email details (and follow-up actions).
Sage Alerts & Workflow is designed to integrate with all of your business applications. This means that Alerts & Workflow not only monitors your financial, manufacturing, HR, and other applications, but that Sage Alerts & Workflow monitors and responds to conditions between your business applications. For example, when a new sales opportunity is entered in your CRM, Alerts & Workflow locates the corresponding client record in your accounting system, checks if the new opportunity would put the client over their credit limit, and (if so), notifies the sales rep and copies pertinent financial details from your accounting system back into your CRM System.
Handhelds/PDAs, Change Order Management, Handhelds/PDAs, Property Management