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

Sage Alerts & Workflow Greg Swallow OEM Program Director

2 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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6 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”

7 “. . . 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 .”

8 Two Prime Examples . . . 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.

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11 Customer Service . . . Sales activities . . .  Calls not responded to for ‘x’ hours  Sales opportunities overdue for closing  Too many calls assigned to one rep  Customers changing their buying habits  Calls in danger of missing their SLA  Contracts that are due to expire Human Resources . . .  Changes to an employees benefits  New hires / terminations  Upcoming employee reviews

12 CRM & Helpdesk: Quote, Doc, & RFP Mgmt: Other: Sage CRM SalesLogix QuoteWerks Real Asset Mgmt (Asset4000) ACT! QwikQuote CYMA ServicePro Sant Exoandable HEAT Pragmatech SupportDesk Salesforce.com Altec TimeLinx Sugar CRM Docuware Sage FAS CCH Central riteTIME TrackIt Maximizer Docuware Microsoft Project Exact Synergy Operating System Exact Max ServicePro Sedona Office Sage HRMS Exonet MIP Smart Hotel Manitou JailTracker EBS Aims Commander Oasis Exact JobBoss Exact Globe Digital Gateway e-automate WeSuite Deltek Aimsoft SAP Business One Plexis PPM 2000 (Perspective) Fusion RMS Syspro USL Financials Firestream Ascend Service Manager LightWork Optimum Solutions

13 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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16 Monitoring your complete Enterprise

17 Alert Delivery Methods

18 The “Reports” Module 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 order 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 .)

19 The Workflow Actions Module 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

20 Licensing & Pricing

21 So . . . Do You Need Alerts & Workflow?  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

22 Next Steps -- 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

23 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