Sage Alerts and Workflow
Synchronizing knowledge, people, and processes.
Business Activity Monitoring
Every organization has critical information and transactions that need monitoring. A prospect who has not been followed-up with; a contract that is about to expire; a pricing error. Sage Alerts monitors all your business data. Providing every organization with much-needed Exception Management, Sage Alerts identifies and responds to conditions that fall outside of an organization’s standard operating procedures and enables organizations to avoid saying “If only we had known”.
Most organizations today spend far too much time manually running, distributing, and delivering various forms, documents, and reports to both their internal employees and external clients and partners. Sage Alerts automates both the production and delivery of such documents, whether it’s sending quotes, invoices, or letters to clients, or distributing analytical reports to an organization’s own managers and executives. Using the industry-standard Crystal Reports, Sage Alerts generates forms and documents when needed.
Sage Alerts does more than just send alerts; it triggers “workflow” to update your applications, schedule intelligent tasks, and move information between an organization’s disparate software systems. Whether it’s to update a client’s history based on the receipt of an email message from them, or to schedule a phone call for a prospect who has not been contacted within the last week, Sage Alerts gives organizations the means to automate (and monitor) critical business processes.
Anyone, Anytime, Via Any MethodSage Alerts has the widest variety of alert methods of any application on the market. These methods include:
- Pager / PDA / Cell Phone
- Pop Up
- Web Browser
Supported email systems include Outlook, Internet, and Lotus Notes. Faxing supports free-format text plus report, form, & document delivery. Paging is alphanumeric, and supports SMS. Browser alerts (“webcasting”) requires no additional software and supports document and report distribution as well – as does FTP. Sage Alerts has intelligent alerts which allow you to notify “record owners” (such as sales reps, managers, and clients), and lets you configure “work vs home” alert addresses – based on the time of day and day of the week.