Sage Alerts & Workflow Greg Swallow OEM Program Director 2 - - PowerPoint PPT Presentation

Sage Alerts & Workflow

Greg Swallow OEM Program Director

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Ask Yourself . . . . . . in your daily business activities, when was the last time you said: “If only we had known . . . “

3 “If Only We Had Known . . . “

. . . about those clients who had overdue invoices . . . that some salesreps were offering excessive discounts . . . those leases and contracts were about to expire . . . that we had unapproved purchase orders . . . about those repeat customers who stopped buying from us . . . as soon as we were running low on that item . . . about those costly on-demand AP checks . . . that the delivery was going to be late . . . that this vendor had increased our price by more than 15% . . . about those sales with very low profit margins . . . that we had duplicate items in inventory . . . about those customers who had changed their buying habits

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The Engine Behind a Data-Driven Organization:

• - A “Business Activity Monitoring” (BAM) solution
• - Developed by Vineyardsoft; sold by Sage
• - Over 12,000 customers
• - Average 8.5 support tickets per day

Its History:

• - Sage Partner of the Year (3 years running)
• - “Editor’s Choice”, “Partner’s Choice” awards
• - VARBusiness Five-Star Award
• - Forbes’ “Top Productivity Enhancing Tool”

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“. . . When a customer is overdue . . . A&W re-sends them their invoices.” “. . . When a client has decreased their purchases . . . A&W notifies their salesrep.” “. . . When there’s an excessive discount . . . A&W puts the order on hold.” “. . . When a lease is about to expire . . . A&W notifies the vendor.” “. . . When a PO is un-approved . . . A&W alerts our CTO.“ “. . . When a supplier raises their prices . . . A&W sends a price chart to our PO manager.” “. . . When a shipment can fulfill backorders . . A&W reports on those orders to shipping.” “. . . When a potential sale is for an overdue client . . A&W notifies the salesrep.” “. . . When we have a new price list . . . A&W distributes it to all staff.”

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In accounts receivable, organizations use Alerts & Workflow to . . . . . . monitor if a client has overdue invoices in excess of $5,000; (if so), notify the account manager, email copies of the overdue invoices to the client, and update the client record in Sage ERP to be on credit hold. In purchasing, organizations use Alerts & Workflow to . . . . . . monitor if a shipment is received from a supplier that contains items that are on backorder; (if so), deliver a report of the outstanding backorders to the shipping staff, email the customers that their item is in stock, and schedule a follow-up phone call with the customer in the CRM system.

Two Prime Examples . . .

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Sales activities . . .

 Sales opportunities overdue for closing  Customers changing their buying habits  Contracts that are due to expire

Human Resources . . .

 Changes to an employees benefits  New hires / terminations  Upcoming employee reviews

Customer Service . . .

 Calls not responded to for ‘x’ hours  Too many calls assigned to one rep  Calls in danger of missing their SLA

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Quote, Doc, & RFP Mgmt:

QuoteWerks QwikQuote Sant Pragmatech Altec Docuware riteTIME Docuware

CRM & Helpdesk:

Sage CRM SalesLogix ACT! ServicePro HEAT Salesforce.com Sugar CRM CCH Central Maximizer Exact Synergy Exact Max Sedona Office Exonet Smart Hotel JailTracker Aims Commander Exact JobBoss Digital Gateway e-automate Deltek SAP Business One PPM 2000 (Perspective) Syspro Firestream Ascend Service Manager LightWork Optimum Solutions

Other:

Real Asset Mgmt (Asset4000) CYMA Exoandable SupportDesk TimeLinx Sage FAS TrackIt Microsoft Project Operating System ServicePro Sage HRMS MIP Manitou EBS Oasis Exact Globe WeSuite Aimsoft Plexis Fusion RMS USL Financials

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Alerts & Workflow monitors and auto-processes incoming email and website form submissions, such as . . .

 Emails sent to your accounting dept  “Generic” messages sent to “info@” or “sales@”  Emails with questions on an order’s status  Shipment-related emails from your suppliers  Website requests for product information  Website downloads of trial software

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Monitoring your complete Enterprise

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Alert Delivery Methods

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Five distinct capabilities:

• 1. Scheduled Reports: Hourly stock status rpt, daily sales rpt, daily absenteeism

rpt, monthly overtime rpt.

• 2. Triggered Reports: E.g., if a client is more than 90 days past due, generate an

A/R Aging report for them and deliver it to their salesrep.

• 3. Document Delivery: Automatically trigger the generation and delivery of
• rder confirmations, invoices, statements, purchase orders, etc.
• 4. Graphic Alerts: Generate and deliver bar, pie, & line charts showing sales

performance, cost & revenue analysis, and so on.

• 5. Reports On-Demand Via Email: Authorized individuals can send an

email to A&W requesting a specific report; it is generated and auto- delivered back to the requestor. (Additional connection required)

(And . . . integration with Sage Intelligence.)

The “Reports” Module

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Alerts & Workflow can auto-update your applications, such as . . .

 Schedule a follow-up call after an order is placed  Copy order details from ERP to CRM  Approve a PO  Re-assigning an overdue task  Update an account with incoming mail details  Auto-place an overdue client on Hold

The Workflow Actions Module

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Licensing & Pricing

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• Date & time sensitive

(“What dates do you track? Do you need to know when the (due date) is upcoming, is here, or is in the past?”)

• Approaching thresholds

(“Do you need to know when there are more than ‘x’ late deliveries, or fewer than ‘y’ orders per salesrep this month?”)

• Things that should have happened . . . but didn’t

(“Do you need to know if a customer hasn’t purchased, or a stock item hasn’t been sold in over 30 days?”)

• Exception management

(“How do you handle duplicate records, missing data, excessive price increases, or profit margin that’s too low?”)

• Trend analysis

(“How do you know if a client has changed their buying habits or if a salesrep is performing better or worse than usual?”)

• Changes to critical information

(“Do you need to know when a client’s credit limit or credit status is changed – or if any other field values are changed?”)

• Automation of manual processes

(“Do you have past due invoicing, report generation & distribution, or other processes) that you’d like to automate?”)

• www.Vineyardsoft.com needs Assessment tool

So . . . Do You Need Alerts & Workflow?

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• - Free download of Alerts & Workflow; 30 day trial software
• - Free access to tech support
• - Free access to documentation & video training library
• - Technical Support: All Alerts & Workflow customers contact Vineyardsoft

and are covered by annual M&S

• - Ordering coordinated thru
• - Professional services for implementation, customization, etc. for you provided

by your authorized & certified Partner

Next Steps

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Vis isit it Th The SAW Websit ite . . . . . .

24 Greg Swallow OEM Relationship Director Vineyardsoft Corporation (800) 850-8055 Ext. #133 Swallow@vineyardsoft.com www.vineyardsoft.com