Alerts and workflow for sage   partner
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  • 1. A Wise Solution Alerts in A Challenging Report Distribution Economy WorkflowCommunicate 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 clientsOur 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-activityemail Trends Data Change
  • 4. Identify Respond Alerts ERP Reports CRM Thresholds Exceptions Automatically Forms Time-based trigger HRMS DB Integrity Dashboards In-activityemail Trends Data Change Workflow
  • 5. Data-MiningDatabaseMonitoring
  • 6. Financial ConditionsAWS 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-MailMonitoring
  • 8. Data-Mining Database Monitoring E-Mail Cross-AppMonitoring Monitoring
  • 9. Cross-Application AnalysisAWS 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-AppMonitoring 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 AlertMethods
  • 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