Alerts and workflow for sage partner
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Vineyardsoft develops Alerts & Workflow software for Sage applications. It monitors business data across ERP, CRM, and other systems, identifies exceptions and thresholds, and automatically triggers alerts and workflow responses via email, reports, dashboards, and other methods. Vineyardsoft has over 7,000 clients and awards for partner programs to help customers improve efficiency and respond to problems more quickly with automated alerts and notifications.
Alerts and workflow for sage partner
- 1. A Wise Solution Alerts in A Challenging Report Distribution Economy Workflow Communicate More Efficiently Do Less Manual Work See Problems Before They Happen
- 2. Who is Vineyardsoft? We are the developer of Alerts & Workflow for Sage. Our history: -- Started in 1999 -- Over 7,000 clients Our History: -- Awarded Endorsed and OEM Partner of the Year 2011 Sage 100 & Saleslogix -- Awarded OEM Partner of the Year 2012 Sage CRM Division -- Sage Software “Endorsed Partner” for Alerts & Workflow -- Sage SalesLogix OEM since 2001 -- TMCLabs “Editor’s Choice” -- ISV of the Year -- Partner’s Choice Award -- VARBusiness Five-Star Award
- 3. Identify ERP CRM Thresholds Exceptions Time-based HRMS DB Integrity In-activity email Trends Data Change
- 4. Identify Respond Alerts ERP Reports CRM Thresholds Exceptions Automatically Forms Time-based trigger HRMS DB Integrity Dashboards In-activity email Trends Data Change Workflow
- 6. Financial Conditions AWS identifies conditions such as . . . Overdue receivables (re-send invoice or dunning notice) Suppliers with perpetually late deliveries Terms discounts that are about to expire Inventory stock approaching re-order level Receipts against purchase order lines Orders with unapproved discounts Overstocks for products that need to be sold or written off Clients whose monthly sales dropped by at least ‘x’ percent (trend analysis) Clients put on / taken off credit hold Clients on credit hold who have open sales opportunities in a CRM system
- 7. Data-Mining Database Monitoring E-Mail Monitoring
- 8. Data-Mining Database Monitoring E-Mail Cross-App Monitoring Monitoring
- 9. Cross-Application Analysis AWS can combine data from multiple applications and analyze it jointly, such as calculating whether a new lead in a CRM application would put a client over their credit limit in their financial application. Uncompleted activities Clients put on/off credit hold Changes to sales opportunities Overdue receivables/dunning notices Dips in a salesrep’s pipeline Sending order confirmations Prospects not contacted in Stock that is nearing its re-order level ‘x’ days Limited-time specials CRM Finance Delayed order/part shipment Changes in buying habits Auto-gen picking lists Salesreps who don’t synch Orders with un-approved discounts Overloaded support reps Early payment discounts Repeat buying incentives Match incoming stock with backorders Leads not followed-up on Time-sensitive stock
- 10. Data-Mining Database Monitoring E-Mail Cross-App Monitoring Monitoring Operating System Monitoring
- 11. Data-Mining Database Monitoring E-Mail Cross-App Monitoring Monitoring Delivery Monitoring Operating (AWS Monitoring System Itself) Monitoring
- 12. Data-Mining Database Monitoring E-Mail Cross-App Monitoring Monitoring Delivery Monitoring Operating (AWS Monitoring System Itself) Monitoring Response Triggered Alerts Email Cell Phone Pager/PDA Fax IM Twitter Web
- 14. Data-Mining Database Monitoring E-Mail Cross-App Monitoring Monitoring Delivery Monitoring Operating (AWS Monitoring System Itself) Monitoring Response Triggered Alerts Email Web FTP Email Cell Phone Pager/PDA Fax IM Twitter Web
- 15. Data-Mining Database Monitoring E-Mail Cross-App Monitoring Monitoring Delivery Monitoring Operating (AWS Monitoring System Itself) Monitoring Response Triggered Triggered Alerts Updates Email Web FTP Email Cell Phone Pager/PDA Fax API Toolset IM Twitter Web
- 16. Tricia Cate Business Channel Manager (800)850-8055 x123 cate@vineyardsoft.com Please call me for more info on: Free Vineyardsoft Partner Program Free in-house software Free training Assistance with demos