Alerts
and Workflow

"All parties involved know exactly what is going on with each client the moment an activity takes place."

Luisa Alejandra Shah
Gibraltar Bank

Monitor and Respond to Critical Business Conditions

  • On-Demand
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Get notified about critical events before they happen!

Overdue receivables. Changes in customer buying habits. Canceled orders. Cost overruns. Your Sage ERP solution contains a goldmine of information. But are you able to proactively monitor all this information and notify finance, sales, manufacturing, and service personnel about issues requiring immediate attention? Now there's a way to stay on top of these critical details and alert decision-makers when anything significant happens. Whether it's a change in a customer's buying habits, a canceled order, or an overdue receivable, we have an alerts and workflow solution to notify you before it happens or as it's happening. View webcast now!

The fast and simple way to keep everyone in the know about the details that drive your business.

Every organization has critical information and transactions that need monitoring. A prospect who has not been followed up with, a contract that is about to expire, a pricing error. Providing every organization with much—needed exception management is crucial.

Attend this webcast and learn how Alerts and Workflow can help:

  • Customize alerts
    that notify anyone you choose about business conditions that require response or attention.
  • Identify
    when clients have stopped buying from you or changed their buying habits.
  • Expand alert delivery
    methods, including email, instant message, web dashboard, text message, and Twitter.
  • Perform one-click generation
    of forms and documents, such as invoices, statements, and dunning notices.
  • Monitoring and autorepsonding
    to incoming email from clients and partners.