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Sage Alerts and Workflow
Endorsed Solution
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Sage Alerts & Workflow delivers the right information to the right people via the right device. Automatically sending alerts, reports, and performing workflow - such as emailing invoices, faxing a purchase orders, or scheduling follow-up calls.   
Compatible With: Sage 300 ERP [Accpac], Versions 5.4 , 5.5 , 5.6 , 6.0 , 6.1
Created by:

Enterprise Edition Alerts $1799.00
Enterprise Full Edition $3,295.00
Enterprise Full Edition Unlimited Connections $8,695.00


DetailsProduct SpecificationReviewsAdditional Documents
Active Alerts: 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, IM, Twitter, fax, pager, Instant Message, Twitter 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? Sage 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.

Workflow: 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 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, Sage Alerts & Workflow can update the contact’s history in the CRM with the financial details.

Email Monitoring: 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? Sage 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).

Application Integration: Sage Sage Alerts & Workflow is designed to integrate with all of your business applications. This means that Sage Alerts & Workflow not only monitors your financial, manufacturing, HR, and other applications, but that Sage Sage Alerts & Workflow monitors and responds to conditions between your business applications. For example, when a new sales opportunity is entered in your CRM, Sage 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.
Product ID: SKS_Accpac

Industries: Non-Industry Specific

Business Needs: Reports/Analytics, Workflow, Reporting & Decision Support