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

5. Data-Mining
Database
Monitoring

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

13. Multiple
Alert
Methods

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 contact your Sage Partner or Sage directly
for more information on Alerts & Workflow for Sage.
Free 30-day, full functional trial and training videos:
www.sageknowledgesync.com