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Sage Knowledgesync for Sage MAS 90 • Sage MAS
200 |
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Business Activity Monitoring
A Smoke Detector for Your Business!
Every organization has critical information
and transactions that need monitoring: a prospect who has not been
followed-up with; a contract that is about to expire; a pricing error. Sage
KnowledgeSync monitors all your business data – within your Sage Software applications, and beyond. Providing every organization
with much-needed exception management, Sage KnowledgeSync
identifies and responds to conditions that fall outside of an
organization’s standard operating procedures and enables
organizations to avoid saying “If only we had known.”
Sage Knowledgesync Professional Edition is a simplified, email-alerts version of KnowledgeSync and - best of all - the Professional Edition is free to all Sage Software users. Clients pay only a minimal annual Maintenance and Support fee to receive their license. For more information, contact us at
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Automatic Form, Document and Report Delivery
Most organizations spend far too much time manually creating,
distributing, and delivering various forms, documents, and reports to
both their internal employees and external clients and partners. Sage
KnowledgeSync automates both the production and delivery of such
documents, whether it’s sending quotes, invoices, or letters to clients,
or distributing analytical reports to an organization’s own managers and
executives. Using the industry-standard Crystal Reports, Sage
KnowledgeSync generates forms and documents when needed – or
when business conditions demand it – and delivers this information to
the right people at the right time.
Intelligent Workflow and Business Process Automation
Sage KnowledgeSync does more than just send alerts; it triggers
“workflow” to update your applications, schedule intelligent tasks, and
move information between an organization’s disparate software
systems. Whether it’s to update a client’s history based on the receipt
of an email message from them, or to schedule a phone call for a
prospect who has not been contacted within the last week, Sage
KnowledgeSync gives organizations the means to automate (and
monitor) critical business processes. |
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Benefits: |
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Notify staff about critical business issues –
when they occur – and not hours, days, or
weeks later. |
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Identify trends or problems across your
entire business by combining and
analyzing information from multiple
systems. |
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Synchronize data between multiple
business applications and identify
inconsistencies between databases. |
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Push client or partner specific information
out to a web browser for easy, self-service
access. |
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Know when someone changes a critical
piece of business information – like a
contract renewal cost
or a client’s credit
limit. |
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Be alerted – and trigger automatic
corrections – when potential problems
appear in your Windows operating systems. |
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Monitor activity on your website and autoprocess
information requests and/or
questions from prospects or clients. |
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Unify all your applications – including
"homegrown" solutions - with one Business Activity Monitoring solution, and
create a central point for business process
management. |
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Enable “follow-me alerts” that know when
and where to find you based on the time of
day and day
of the week. |
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Get an immediate ROI due to free, preconfigured
collections of alerts for use with
all Sage Software business applications. |
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Features: |
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Enterprise Class Architecture
Sage KnowledgeSync uses the industry-standard Microsoft SQL Server database
for unequaled data processing speed, flexibility, and scalability. SQL Server
Express or Microsoft Access are also available as database options. |
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Integration with Industry Standards
Supports Microsoft Exchange (Outlook) email, Internet (SMTP), and Lotus Notes
Mail for both alerts and monitoring incoming email messages. Includes integration
with Microsoft Fax and browser-based alerts through Microsoft Internet Explorer. |
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Wizard-Driven Event Designer
No programming or SQL expertise needed. Wizard-driven process walks through
event design steps, including trigger definition and message design. Automatic
HTML message design output available without HTML coding. |
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Complete Event Audit Trail
On-line history of triggered events, delivered alerts, and executed workflow.
Includes whether alert was successfully delivered, time of delivery, and names of
attached reports and forms. Also includes utilization reporting for event optimization. |
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Alerting Via Email, Fax, Pager, Screen
Pop & Web Browser
Alert recipients can receive information via any combination of email, fax, pager
(including SMS paging), screen pop, FTP (for document & report delivery), and
web browser. No additional hardware or software is required. |
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Form and Document Delivery in All
Standard Formats
Includes order confirmations, invoices, statements, dunning notices, newsletters,
and picking lists in HTML, PDF, Word, Excel, or other formats. Delivery may be
scheduled or it may be based on business transactions or application activity. |
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Dynamic Date Calculations
Allows monitoring of activity taking place “today”, “tomorrow”, “yesterday”, “last
week”, “next week”, “current month”, and so on. Special “last check” processing
optimizes system resources by dynamically identifying new and/or changed data. |
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Flexible Message Formatting
Includes “header”and “detail” sections, customizable grouping, executive summary,
task-level listings, & record-level alerts to clients. Supports currency and numeric
formatting as well as controls for columnar display and unlimited free-format text. |
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Intelligent Alert Recipients
Includes client’s sales representative, manager, and other responsible parties. Supports
workdays/hours, and multiple delivery addresses. Alert recipient data from
all Sage applications is automatically linked to KnowledgeSync with no re-entry of data. |
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Limitless Scheduling Options
Includes every ‘x’ hours/minutes, daily at specific times, named day (e.g., every
Monday at 9 AM) and numbered day (e.g., first Monday, third Thursday). Incoming
mail monitored every ‘x’ minutes. Holidays and event dependencies supported. |
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Scheduled & Triggered Report
Distribution
Generate and distribute an unlimited number of Crystal Reports (forecast reports,
activity reports, etc.) to unlimited recipients. Report delivery can be scheduled or
real-time trigger based and can be delivered via email, fax, FTP or web browser. |
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Email Response System
Monitor incoming email and website requests. Match email/web info with contact
records in Sage applications. Update contacts with email details, schedule follow-ups, and create accounts, contacts, leads, and transactions based on content received. |
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Cross-Application Analysis and Response
Combine data from multiple Sage applications, analyze it jointly, and trigger integrated
alerts. Use combined results to move data from one application to another or
verify consistency of records across multiple Sage databases. |
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 Sage Knowledgesync info sheet (PDF 274 kb) |
| Knowledgesync Brochure (PDF 185 kb) |
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| Back to Main Sage MAS 90 Customizations page |
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| Questions? Please call us at (949) 583-9500 x130 or email us at
or fill out our custom programming inquiry
form. |
