Leverage The Power Of Business Activity Monitoring in Sage ERP

By: | Category: ERP

Buried in all of your Sage ERP system transactions is information requiring attention, such as expiring quotes, overdue activities, changes in the pipeline activity, low stock levels, and changes in customer buying patterns. Every minute that this information goes undetected can cost your organization in terms of productivity, revenue, and customer loyalty. But as important as this information is, you may not always have time to create and analyze reports to identify the issues requiring attention.

It Minds Your Business

Sage Alerts and Workflow by Vineyardsoft is a powerful business activity monitoring tool that reviews your data and sends alerts to the appropriate persons by e-mail when it identifies items needing attention. And it can even update your data automatically based on criteria you set.

Sage Alerts and Workflow is like the perfect personal assistant that monitors the situations you deem important, notifies the appropriate people of issues for review and action, and helps to get at the root of each problem by providing access to the relevant Sage ERP (Sage 100, Sage 300, Sage 500, Sage  X3) reports and inquiries. And this assistant works tirelessly, 24 hours a day, seven days a week!

Stay Alert

Sage Alerts and Workflow for Sage ERP, monitors the activity in your system and automatically notifies you, your staff, your business partners, and even your customers when important events take place. Alerts use your existing e-mail system to notify you of significant events transpiring within your database. Notifications enable you and your staff to avoid missed deadlines, steer clear of problem situations, and capitalize on opportunities. Here are some examples of the types of issues alerts can handle: Send an e-mail to the account manager when one of their customers has an invoice past due by 30 days.

  • Communicate to the sales staff when a key inventory item is out of stock.
  • Notify clients when they are nearing their credit limit.
  • Notify the shipping manager when there are items that have been on back order for a certain amount of time.
  • Alert the purchasing manager when an item is below its minimum stock level.
  • Prevent fraud or catch errors with an alert when an Accounts Payable check over a certain amount is created.

Sage Alerts and Workflow even can act as a receivables collections tool by sending your customers an e-mail message when invoices become past due and simultaneously adding the items to a list for internal follow up.

Scheduled Or On-Demand

You will want to schedule most tasks to run automatically at specified intervals, such as daily or weekly, so that the system can notify you automatically when the selected conditions are met. However, you also may run alerts on demand to run a quick check or to update the list of items meeting the criteria. Alerts can be sent via e-mail, fax, pager, cell phone, screen pop up, or Web browser, so you can be sure to reach the required person anywhere at any time.

Workflow Automation

Sage Alerts and Workflow also can take action based on events that occur. For example, you can set up a workflow to route purchase orders for approval, and when integrated with your CRM solution, schedule follow-up calls with customers and leads. You even can configure Sage Alerts and Workflow to monitor and send an automated response to incoming e-mail messages and Web form submissions.

Monitor Activity Across All Your Applications

Sage Alerts and Workflow can monitor data from all your business applications, even home-grown ones. You can synchronize data from one application to another, and identify inconsistencies between databases. It provides the ability to identify trends or problems across your entire business by combining and analyzing information from all your business systems.

Get Started Quickly

Sage Alerts and Workflow and comes with dozens of pre-configured triggers. You can design your own conditional triggers using the wizard-driven Query Design Module that require no technical expertise or programming skill to create.

Please give us a call to discuss your business activity monitoring needs, or watch a recorded demo of Business Activity and Monitoring / Sage Alerts and Workflow for your Sage ERP solution.