Sage Alerts & Workflow

KnowledgeSync Alerts & Workflow

The most widely used "Business Activity Monitoring" solution on the market today with over 11,000 customers worldwide, Sage Alerts & Workflow is the "smoke detector for your business data."

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Sage Alerts & Workflow

What can Sage Alerts & Workflow do for your organization?

Features

Your business data has so much to say to you...

Give a voice to your data - whether ERP, CRM or HR

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.

Out-of-the-Box Alerts

Employee Performance Review in 'x' Days

Employee Certifications Due to Expire

Open Invoices Overdue for Payment

Payables that are Overdue

Invoices with Excessive Freight

User Activities Overdue for Completion

High Balance Customers

Customers Running Out of Credit

Customers Over Credit Limit

Customers Not Buying Recently

Stock Surpluses/Shortages

Quotes Expiring in 'x' Days

Low Calls Scheduled for Sales Reps

Employees with Negative Sick Time

Interested in Learning More about Sage Alerts & Workflow?

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