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)
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