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Sage KnowledgeSync Details

What is the cost of not knowing or not acting?

White Paper: "The Six Steps to Reducing Business Latencies" shows how KnowledgeSync can bring immediate return-on-investment in these areas:

    • 1. Executing Redundant Tasks
    • 2. Identifying and Responding to “Trouble Spots” (Exception Management)
    • 3. Profiling & Loyalty-Building
    • 4. Monitoring and Processing Incoming Email
    • 5. Generating and Distributing of Reports
    • 6. Integrating Data Analysis & Response

       

Videos

See how powerful and easy-to-use Sage KnowledgeSync can be in these videos.

Preconfigured Event Packs

Sage KnowledgeSync comes with an extensive collection of pre-configured Alert Events and Alert Condition “Triggers”. The following list is of the pre-configured Triggers; note that wherever a trigger refers to a variable (i.e., an ‘x’ or ‘y’), the Trigger will allow you to specify the exact Trigger Threshold that you want KnowledgeSync to monitor for.

Users of Sage KnowledgeSync Enterprise Edition will be able not only to use any of the following Triggers, but will also be able to customize these riggers and create an unlimited number of additional Triggers in the KnowledgeSync application.

Sage BusinessWorks Pre-Configured Events

Accounts Payables Triggers:
AP Invoices; Discount Expires Today
AP Invoices; Discount Expires Within 'x' Days
AP Invoices; Due Today
AP Invoices; Due Within 'x' Days
AP Invoices; For Vendors On Hold
AP Invoices; More Than 'x' Unpaid Dollars Per Vendor
AP Invoices; More Than 'x' Unpaid Invoices Per Vendor
AP Invoices; Overdue for Payment

Accounts Receivables Triggers:
AR Invoices Due Within 'x' Days
AR Invoices Overdue for Payment
AR Invoices; Freight is > 'x' Percent of Order Total
AR Invoices; More Than 'x' Dollars Per Customer
AR Invoices; Paid Today
AR Invoices; Salesreps Whose Average Sale < 'x'
AR Invoices; Salesreps With Total Sales > 'x'

Customer Triggers:
Customers; Available Credit < 'x'
Customers; Credit Limit is Changed
Customers; Current Open Balance > Credit Limit
Customers; Current Open Balance > 'x'
Customers; On Credit Hold
Customers; Open Balance + On Order - (Deposits+Credits) > Credit Limit
Customers; Who Have Not Ordered Within 'x' Days

Employee Triggers:
Employees; Next Review Within 'x' Days
Employees; Using More Sick Hours Than Earned
Employees; Using More Vacation Hours Than Earned

Inventory Item Triggers:
Inventory; At 'x' Percent Over Stock Maximum (Surplus)
Inventory; BackOrdered Qty > 'x'
Inventory; On Hand Qty - Committed Qty < Minimum Balance
Inventory; On Hand Qty < Minimum Balance
Inventory; Within 'x' Percent of Re-Order Level

Quote Triggers:
Quotes; Due to Expire in 'x' Days
Quotes; Open; Probability of Closing > 'x'

Vendor Triggers:
Vendors; On Hold
Vendors; With Balance > 'x'
Vendors; With Open Credit Balance > 'x'

Sage ACT! Pre-Configured Queries

Company & Contact Triggers:
Companies; Created Today
Contacts; Created Today
Contacts; Last Attempted Contact > 'x' Days Old
Contacts; Last Attempted Contact Date is Blank
Contacts; Last Letter Sent > 'x' Days Old
Contacts; Last Letter Sent Date is Blank
Contacts; Last Meeting > 'x' Days Old
Contacts; Last Meeting Date is Blank
Contacts; Last Reach Date > 'x' Days Old
Contacts; Last Reach Date is Blank

Opportunity Triggers:
Opp Line Items; Discount is > 'x' Percent
Opp Line Items; Total; > 'x' Units of Item 'y' Sold Between 'a' and 'b'
Opportunities; Closed Ahead of Schedule
Opportunities; Closed Later than Forecast
Opportunities; Closed Today
Opportunities; Count; < 'x' Orders Open for Any Salesrep
Opportunities; Count; > 'x' Orders Lost Vs Any Competitor Between 'y' and'z'
Opportunities; Count; > 'x' Orders Open for Any Salesrep
Opportunities; Count; > 'x' Orders Won Vs Any Competitor Between 'y' and 'z'
Opportunities; Created Today
Opportunities; Created Today for > 'x' Dollars
Opportunities; Due to Close Within 'x' Days
Opportunities; Due to Close Within 'x' Days; Probability from 'y' to 'z'
Opportunities; Lost to Competitor 'x' Between Dates 'y' and 'z'
Opportunities; Open for > 'x' Days
Opportunities; Open; in Stage 'x'
Opportunities; Overdue for Closing
Opportunities; Overdue for Closing by > 'x' Days
Opportunities; Status Has Changed
Opportunities; Status Has Changed from 'Inactive'
Opportunities; Status Has Changed to 'Inactive'
Opportunities; Status Has Changed to 'Lost'
Opportunities; Status Has Changed to 'Won'
Opportunities; Total; < 'x' Dollars Open for Any Salesrep
Opportunities; Total; > 'x' Dollars from Source 'x' Between Dates 'y' and'z'
Opportunities; Total; > 'x' Dollars Inactive for Any Salesrep
Opportunities; Total; > 'x' Dollars Lost by Any Salesrep Between Dates 'x' and 'y'
Opportunities; Total; > 'x' Dollars Lost Vs Any Competitor Between 'y' and 'z'
Opportunities; Total; > 'x' Dollars Open for Any Salesrep
Opportunities; Total; > 'x' Dollars Sold to Any Client Between Dates 'x' and 'y'
Opportunities; Total; > 'x' Dollars Won by Any Salesrep Between Dates 'x' and 'y'
Opportunities; Total; > 'x' Dollars Won from Source 'x' Between Dates 'y' and 'z'
Opportunities; Total; > 'x' Dollars Won Vs Any Competitor Between 'y' and 'z'
Opportunities; Won Against Competitor 'x' Between Dates 'y' and 'z'

Product Triggers:
Products; Added Today
Products; Margin is < 'x' Percent
Products; Margin is > 'x' Percent

Other Triggers:
Activities; Scheduled for Today
Subscribers (ACT! Users)

 

<---------Back to Sage KnowledgeSync

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What's New

February, 2012
Sage Peachtree 2013 begins beta testing. Sage Peachtree is being renamed Sage 50 with the launch of the 2013 release.

January 13, 2012
Hotfix 1 for Service Pack 1 of Sage ACT! 2012 is released for download. The hotfix must be applied after the Service Pack. Contact us or the Sage ACT! Download Center for more information.

January 2012
Service Pack 8 for Sage BusinessWorks 2011 is released. It supercedes Service Pack 7, because it contains tax table changes implemented in last week of December. Download

December 2011
Service Pack 6 for Sage BusinessWorks 2011 (containing year-end payroll forms) is released.

Service Pack 1 for Sage ACT! 2012 is released.

Sage BusinessWorks 2012 begins Alpha testing. Integrated Credit Card Processing is major new feature

November 2011
Don Joseph receives certification as ACT! Premier Trainer and Sage BusinessWorks Certified Consultant.

Don Joseph leads Outbound Internet Marketing discussion for Chicago North Shore area club of Institute of Management Consultants USA.

October 2011
Don Joseph attends Perfecting ACT!, with other Certified Consultants, Sage Management, Support, and Engineering to maximize the value of Sage ACT! to our clients.

September 1, 2011
Sage ACT! 2012 is released! Contact us now to see exciting new features: Work seamlessly with Google® Apps; Universal Search (database and attachments); Virtually anywhere access with Sage ACT! Connect.

June 2011
Illinois Civil Unions law takes effect. Payroll users need to adjust systems accordingly. Affected employees are Single for Federal Taxes and Married for Illinois.

April 2011
Sage Peachtree 2012 new and improved features announced.

Don Joseph leads Nurture Marketing for Prospects and Inactive Clients demonstrating simple, inexpensive tools to automate drip marketing for Chicago North ABC of Institute of Management Consultants USA.

November 2010
Sage announces three Sage Business Care for ACT! plans to protect your business-critical investment.

October 2010
Password recovery offered for Sage ACT! and Sage Peachtree clients by Northbrook Consulting Group,

Northbrook Consulting Group has first-ever installation Sage KnowledgeSync Business Activity Montoring software with Sage BusinessWorks client to insure response to key business events.

May 2009
Don Joseph presents "Everything You Ever Wanted to Know About the ACT / Sage BusinessWorks Link and More" to Sage Partners as part of annual Sage Insights 2009 in Nashville