Embed Size (px)
DESCRIPTION
Citation preview
Communicate More Efficiently
Do Less Manual Work
See Problems Before They Happen
Alerts Report Distribution Workflow
A Wise Solution
in A Challenging
Economy
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
Identify
ERP
HRMS
Thresholds Exceptions Time-based DB Integrity In-activity Trends Data Change
CRM
Identify Respond
ERP
Forms
HRMS
Reports
Alerts
Thresholds Exceptions Time-based DB Integrity In-activity Trends Data Change
Automatically trigger
Workflow
Dashboards
CRM
Data-M
ining
Database Monitoring
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
Financial Conditions
E-Mail Monitoring
Data-M
ining
Database Monitoring
E-Mail Monitoring
Data-M
ining
Database Monitoring Cross-App
Monitoring
Uncompleted activities Changes to sales opportunities Dips in a salesrep’s pipeline Prospects not contacted in ‘x’ days Limited-time specials Changes in buying habits Salesreps who don’t synch Overloaded support reps Repeat buying incentives Leads not followed-up on
Clients put on/off credit hold Overdue receivables/dunning notices Sending order confirmations Stock that is nearing its re-order level Delayed order/part shipment Auto-gen picking lists Orders with un-approved discounts Early payment discounts Match incoming stock with backorders Time-sensitive stock
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.
CRM Finance
Cross-Application Analysis
E-Mail Monitoring
Data-M
ining
Database Monitoring Cross-App
Monitoring
Operating System
Monitoring
E-Mail Monitoring
Data-M
ining
Database Monitoring Cross-App
Monitoring
Operating System
Monitoring
Delivery Monitoring
(AWS Monitoring Itself)
Email Cell Phone
Pager/PDA Fax
IM Twitter Web
Response
Triggered Alerts
E-Mail Monitoring
Data-M
ining
Cross-App Monitoring
Database Monitoring
Operating System
Monitoring
Delivery Monitoring
(AWS Monitoring Itself)
Multiple Alert
Methods
E-Mail Monitoring
Response
Data-M
ining
Cross-App Monitoring
Database Monitoring
Operating System
Monitoring
Delivery Monitoring
(AWS Monitoring Itself)
Email Cell Phone
Pager/PDA Fax
IM Twitter Web
Triggered Alerts
Email Web FTP
Triggered Updates
API Toolset
Response Email Cell Phone
Pager/PDA Fax
IM Twitter Web
Triggered Alerts
Email Web FTP
E-Mail Monitoring
Data-M
ining
Cross-App Monitoring
Database Monitoring
Operating System
Monitoring
Delivery Monitoring
(AWS Monitoring Itself)
Tricia Cate Business Channel Manager
(800)850-8055 x123 [email protected]
Please call me for more info on:
Free Vineyardsoft Partner Program Free in-house software
Free training Assistance with demos
