Sage Alerts and Workflow

Monitor your Business Activity

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”.

Features

Keep people informed. 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.

Auto-deliver relevant forms, documents, and reports to the people who need them. Automate the generation and delivery of invoices to customers, purchase orders to suppliers, and analytical reports to managers. Schedule reports to auto-distribute based on any recurring schedule and in the requested format, and configure other reports to auto-run only when the business conditions warrant it.

Streamline processes by automating best practices. When a client becomes overdue, automatically put them on credit hold; when stock runs low, auto-create a purchase order. And if a support request is received via email, turn that message into a support ticket. Move data between applications; and create custom integrations that turn resource-intensive manual processes into automated business activities.

Sage Alerts has the widest variety of alert methods

These methods include:

  • Email
  • Fax
  • Pager / PDA / Cell Phone
  • Pop Up
  • Web Browser
  • FTP
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.
 

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Form & Document Delivery / Report Distribution

Sage Alerts embeds Crystal Reports for Form, Document, and Report delivery. You can generate invoices, statements, picking lists, work orders, dunning notices, or any other standard forms or documents that are automatically set to be created in specified locations or sent to recipients.

In addition to Forms and Documents, Sage Alerts also generates and delivers analytical reports, such as forecast sales reports, stock status reports, and financial reports. These reports can be “scheduled” – such as every Monday at 9 AM – and can be “triggered” – as in “watch for any account that gets within 10% of their credit limit, and when they do, send me an A/R Aging Report for that client.”

Forms, Documents, and Reports can be generated in any format (including HTML, PDF, Word, & Excel) and can be delivered to the appropriate recipients via email, fax, FTP, or web browser.

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