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.

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 call me for more info on:
Free Vineyardsoft Partner Program
Free in-house software
Free training
Assistance with demos