Sage Alerts & Workflow
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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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