Alerts and Workflow for Sage SalesLogix

Sage KnowledgeSync for SalesLogix monitors and responds to any critical business conditions such as:

Opportunities:	That are overdue, that have an invalid forecast, whose forecast is changed
Activities:	Assignee alert, contact alert, that are overdue, reps who have too few/too many
Support Tickets:	New, assigned/re-assigned, priority changed, open for more than ‘x’ hours
Sync’ing:	reps who have not sync’ed in ‘x’ hours, sync server errors, sync did not complete

When such conditions occur, Sage KnowledgeSync sends alerts (email, fax, pager, cell phone, dashboard, & screen pop), it generates and delivers forms, documents, and reports (such as invoices, POs, and credit reports), and it updates SalesLogix (and related applications) with the details of what happened.

Sage KnowledgeSync is available in both a Professional and an Enterprise Edition; details on the features of both are provided in the links to the right, as is a price list on all licensing options.

For a free trial of either Edition today, click on the "Download" links to the right. Collections of pre-configured alert events for Sage Software applications are included (at no additional cost) with your download. If you have any questions while evaluating.

Events for Sage SalesLogix Screenshot		List of Pre-Configured Business Conditions

Watch a recorded Webinar on Sage KnowledgeSync for SalesLogix
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For more information or to purchase Sage KnowledgeSync please contact your Sage Business Partner or call (508) 696-6495.