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Become a data driven business with Alerts and Workflow for Sage CRM

Sage Alerts & Workflow integrated with Sage CRM automatically alerts you to critical prospect and customer activity, increasing sales opportunities and improving customer satisfaction.

Let Sage Alerts & Workflow be a smoke detector for business data . . .

. . .  for when an opportunity is not followed-up on . . .
. . .  for a sales rep whose pipeline looks weak . . .
. . .  for too many support tickets assigned to a single rep . . .

Sales and service are the lifeblood of a company; you cannot afford to let potential problems – and potential opportunities – go unnoticed and unaddressed. Keeping staff and customers informed, and doing your best to automate standard sales and service processes are the two keys to your success.

And doing both of those things is what Sage Alerts & Workflow is all about.

Alerts & Workflow automatically monitors your CRM data for critical, time-sensitive conditions. For example, Alerts & Workflow identifies opportunities that have not been followed-up on, sends reminders to sales staff, creates CRM tasks for them to complete, and can even re-send quotes to prospects.

During this free 60 minute webinar, we show you the benefits of Alerts and Workflow for Sage CRM including:

  1. Sales & Customer Service Activity Monitoring – within your Sage 100, Sage CRM system and beyond
  2. Automatic Form, Document and Report Delivery
  3. Workflow and Business Process Automation – updates your applications, schedules intelligent tasks and moves information between an organizations disparate software systems.

Date:  Thursday, August 29th

Time:  1:00 – 2:00pm EDT

Cost:  Free

 

Register Now

Questions? Contact Shannon Barnhardt at sbarnhardt@dwdtechgroup.com or 260.423.2414