SalesLogix MAS 500 And KnowledgeSync In A Tough Economy

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Information about SalesLogix MAS 500 And KnowledgeSync In A Tough Economy
Technology

Published on February 21, 2009

Author: SalesLogix

Source: slideshare.net

Description

When the Purse Strings Tighten . . .

- Large Capital Expenditures decrease (& decision timeframes expand)

- Small Capital Expenditures increase
- Percentage of Consulting vs. License revenue increases

- Focus changes from “new technologies” to increasing value from existing investments

Organizations Spend Money on:

- Inexpensive (less than $10k) solutions that add significant value to their existing solutions

SalesLogix and KnowledgeSync combined with MAS 500 can make an impact on your business.

Alerts Reports Workflow Communicate More Efficiently Do Less Manual Work See Problems Before They Happen http:// customerfx.com A Wise Solution in A Challenging Economy

Trends in Economics When the Purse Strings Tighten . . . Large Capital Expenditures decrease (& decision timeframes expand) Small Capital Expenditures increase Percentage of Consulting vs. License revenue increases Focus changes from “new technologies” to increasing value from existing investments Organizations Spend Money on: Inexpensive (less than $10k) solutions that add significant value to their existing solutions

When the Purse Strings Tighten . . .

Large Capital Expenditures decrease (& decision timeframes expand)

Small Capital Expenditures increase

Percentage of Consulting vs. License revenue increases

Focus changes from “new technologies” to increasing value from existing investments

Organizations Spend Money on:

Inexpensive (less than $10k) solutions that add significant value to their existing solutions

In Tough Times, Businesses Focus… On . . . Greater visibility into potential opportunities Greater visibility into potential problems Automation of manual tasks Reduction of time spent on manual tasks (e.g., looking for anomalies) Away From . . . User-based applications (impacts staff resources, training, ramp-up, acceptance) Interactive tools (versus “lights out” solutions) “ Silo” solutions

On . . .

Greater visibility into potential opportunities

Greater visibility into potential problems

Automation of manual tasks

Reduction of time spent on manual tasks (e.g., looking for anomalies)

Away From . . .

User-based applications (impacts staff resources, training, ramp-up, acceptance)

Interactive tools (versus “lights out” solutions)

“ Silo” solutions

Be Streamlined; Be Diligent “ Put all your eggs in one basket . . . . . . and watch that basket .” Goals: Reduce “cycle times” (aka “data latency”) Improve communications Provide personalized attention Do all this . . . while dealing with a troubling economy . Streamline operations Reduce manual tasks Be more diligent than ever be a better “watcher”

“ Put all your eggs in one basket . . .

. . . and watch that basket .”

Goals:

Reduce “cycle times” (aka “data latency”)

Improve communications

Provide personalized attention

Do all this . . . while dealing with a troubling economy .

Streamline operations

Reduce manual tasks

Be more diligent than ever

be a better “watcher”

How to “Streamline”; How to be Diligent Operational Business Intelligence (OBI): OBI refers to a system of automated processes which analyze and respond to organization-specific business activities and transactions. OBI enables organizations to automate standard tasks while providing individual employees with task-specific, time-sensitive insight, helping them complete those tasks more efficiently and intelligently. OBI helps an organization increase their daily operational efficiency, improve their management of transactional “exceptions”, and reduce “data latency”. * Operational Business Intelligence (Intelligent Enterprise magazine, Jan 2008)

How to “Streamline”; How to be Diligent OBI . . . . . . is best suited for managers and employees as an enabler to complete tasks more efficiently and make more intelligent (& timely) decisions regarding their everyday activities. OBI . . . . . . uses a rules-based engine that performs advanced data analysis and executes pre-determined procedural workflow as response actions. OBI typically consists of: Automated Data Mining + Alerts + Document/Rpt Delivery + Workflow

Examples of “Streamlining” When a new order is placed, automatically generate an order confirmation/invoice in PDF format and email that document to the client. If a client is more than 90 days past due, automatically send them a dunning notice, attach their statement, and put them on credit hold. Every Monday morning at 9 AM, auto-generate a Stock Status report, an Open Receivables report, and a Check Reconciliation report and distribute them within your company.

When a new order is placed, automatically generate an order confirmation/invoice in PDF format and email that document to the client.

If a client is more than 90 days past due, automatically send them a dunning notice, attach their statement, and put them on credit hold.

Every Monday morning at 9 AM, auto-generate a Stock Status report, an Open Receivables report, and a Check Reconciliation report and distribute them within your company.

Examples of “Diligence” If a supplier raises an item’s cost by more than 10%, automatically notify the purchasing manager. If a part that is required for a job will not arrive in time, auto-notify the service technician on their cell phone. If a project has used up over 50% of its budget but is not yet 50% complete, alert the project manager. If a client’s service contract is about to expire, automatically notify both the client and their sales rep. If an AP invoice has an early payment discount, auto-notify the CFO before the discount expires.

If a supplier raises an item’s cost by more than 10%, automatically notify the purchasing manager.

If a part that is required for a job will not arrive in time, auto-notify the service technician on their cell phone.

If a project has used up over 50% of its budget but is not yet 50% complete, alert the project manager.

If a client’s service contract is about to expire, automatically notify both the client and their sales rep.

If an AP invoice has an early payment discount, auto-notify the CFO before the discount expires.

One Example that Does Both If a repeat client’s monthly purchases drop by at least 20% from the previous month, auto-generate a sales analysis report for that client, auto-deliver that report to the corresponding account manager, and auto-schedule a follow-up phone call between the sales rep and that customer.

Typical OBI Process Flow Step #1: Step #2: Step #3: Step #4: Monitor Data  Send Alerts  Deliver Forms/Reports  Execute Workflow Instant message CFO Email to remind salesrep Page field technician Overdue invoice Prospect not contacted in last 7 days Incoming support mail: “ system is down” Put customer on hold Schedule follow up in Synergy Create and assign task in Synergy Resend PDF invoice to client via email Send manager report on Pending Sales Deliver work order to rep via web browser

Typical OBI Process Flow Step #1: Step #2: Step #3: Step #4: Monitor Data  Send Alerts  Deliver Forms/Reports  Execute Workflow Instant message CFO Email to remind salesrep Page field technician Overdue invoice Prospect not contacted in last 7 days Incoming support mail: “ system is down” Put customer on hold Schedule follow up in Synergy Create and assign task in Synergy Resend PDF invoice to client via email Send manager report on Pending Sales Deliver work order to rep via web browser

Typical OBI Process Flow Step #1: Step #2: Step #3: Step #4: Monitor Data  Send Alerts  Deliver Forms/Reports  Execute Workflow Instant message CFO Email to remind salesrep Page field technician Overdue invoice Prospect not contacted in last 7 days Incoming support mail: “ system is down” Put customer on hold Schedule follow up in Synergy Create and assign task in Synergy Resend PDF invoice to client via email Send manager report on Pending Sales Deliver work order to rep via web browser

Typical OBI Process Flow Step #1: Step #2: Step #3: Step #4: Monitor Data  Send Alerts  Deliver Forms/Reports  Execute Workflow Instant message CFO Email to remind salesrep Page field technician Overdue invoice Prospect not contacted in last 7 days Incoming support mail: “ system is down” Put customer on hold Schedule follow up in Synergy Create and assign task in Synergy Resend PDF invoice to client via email Send manager report on Pending Sales Deliver work order to rep via web browser

Sage KnowledgeSync is . . . An application that costs between $2k and $10k and automatically monitors business activities or transactions so as to provide employees with time-sensitive insight , helping them perform tasks more efficiently and intelligently . KnowledgeSync uses a rules-based engine to perform advanced data analysis and execute pre-determined procedural workflow as response actions. The result is that organizations increase their daily operational efficiency, improve their management of transactional “exceptions”, and reduce “data latency”.

Sage KnowledgeSync Consists Of . . . Four components: Data Mining (Business Intelligence) Alerts Form, Document, & Report Distribution Workflow Clients use it to: Monitor business data and . . . Trigger Alerts (page a technician) Generate & Deliver Forms (send a client an invoice) Trigger & Distribute Reports (send a forecast rpt to a manager) Trigger Task Creation (schedule a follow-up phone call) Integrate Application Data (create an order from a closed sale) Process Incoming Email (create a support ticket)

Four components:

Data Mining (Business Intelligence)

Alerts

Form, Document, & Report Distribution

Workflow

Clients use it to:

Monitor business data and . . .

Trigger Alerts (page a technician)

Generate & Deliver Forms (send a client an invoice)

Trigger & Distribute Reports (send a forecast rpt to a manager)

Trigger Task Creation (schedule a follow-up phone call)

Integrate Application Data (create an order from a closed sale)

Process Incoming Email (create a support ticket)

Sage KnowledgeSync - Basic Increased Diligence through alerts that keep you informed about the goings-on in your business (trends, exceptions, reminders) Streamlined activities through automatic form delivery which eliminates this as a manual task (invoices, statements, POs. . . ) Streamlined Activities through automatic report distribution in an automated scheduler (daily stock status report)

Increased Diligence through alerts that keep you informed about the goings-on in your business (trends, exceptions, reminders)

Streamlined activities through automatic form delivery which eliminates this as a manual task (invoices, statements, POs. . . )

Streamlined Activities through automatic report distribution in an automated scheduler (daily stock status report)

Sage KnowledgeSync - Advanced Increased Diligence through email monitoring to prevent the “email black hole” syndrome (mail sent to [email_address] ) Streamlined activities through triggered workflow to automate business process and simplify tasks (if a client has overdue invoices, put them on hold) Streamlined activities through triggered integration to eliminate duplicate data entry (close an opportunity in CRM; add the sales order to ERP)

Increased Diligence through email monitoring to prevent the “email black hole” syndrome (mail sent to [email_address] )

Streamlined activities through triggered workflow to automate business process and simplify tasks (if a client has overdue invoices, put them on hold)

Streamlined activities through triggered integration to eliminate duplicate data entry (close an opportunity in CRM; add the sales order to ERP)

Focus Initially on the “Basics” Alerts to keep you informed about the goings-on in your business (trends, exceptions, reminders) Form & Document Delivery to eliminate this as a manual task (invoices, statements, POs . . . ) Crystal Reports Distribution in an automated scheduler (daily stock status report) Email / Web Form Monitoring to prevent the “email black hole” syndrome (sent to [email_address] ) “ Triggered” Data Updates to automate workflow and simplify tasks (put a client on hold) “ Triggered” Integration to eliminate duplicate data entry (close an opportunity in CRM; add a sales order to ERP)

Alerts to keep you informed about the goings-on in your business (trends, exceptions, reminders)

Form & Document Delivery to eliminate this as a manual task (invoices, statements, POs . . . )

Crystal Reports Distribution in an automated scheduler (daily stock status report)

Email / Web Form Monitoring to prevent the “email black hole” syndrome (sent to [email_address] )

“ Triggered” Data Updates to automate workflow and simplify tasks (put a client on hold)

“ Triggered” Integration to eliminate duplicate data entry (close an opportunity in CRM; add a sales order to ERP)

Alerts are More than Reminders . . . Reminders (tasks, contracts, reviews) Thresholds (near credit limit, too little revenue) Exceptions (unapproved discount, % cost increase) Looking Ahead / Behind (items to ship, last week’s overtime) Things Not Happening (POs not received, client not ordering) Data Integrity (Invalid phone #, item missing price) Trends (Client sales have dropped 20%) Data Changes (Priority changed to ‘high’) Inconsistencies (project 20% done; 80% budget used)

Financial Conditions Sage KnowledgeSync identifies conditions such as . . . Overdue receivables (re-send invoice or dunning notice) Suppliers with perpetually late deliveries Terms discounts that are about to expire Inventory stock approaching re-order level Receipts against purchase order lines Orders with unapproved discounts Overstocks for products that need to be sold or written off Clients whose monthly sales dropped by at least ‘x’ percent (trend analysis) Clients put on / taken off credit hold Clients on credit hold who have open sales opportunities in a CRM system

Sage KnowledgeSync identifies conditions such as . . .

Overdue receivables (re-send invoice or dunning notice)

Suppliers with perpetually late deliveries

Terms discounts that are about to expire

Inventory stock approaching re-order level

Receipts against purchase order lines

Orders with unapproved discounts

Overstocks for products that need to be sold or written off

Clients whose monthly sales dropped by at least ‘x’ percent (trend analysis)

Clients put on / taken off credit hold

Clients on credit hold who have open sales opportunities in a CRM system

Manufacturing Processes Sage KnowledgeSync monitors manufacturing . . . Project delays Cost overruns (or potential cost overruns) Order configuration errors (missing components, duplicate orders, etc.) Product price & cost errors, gross margin too low RMA alerts; reported defects; late shipments or deliveries Customers who have not ordered within ‘x’ days Changes to project start or estimated completion dates Tasks requiring review or approval Special pricing begins or ends within ‘x days Purchase Order receipts against backordered line items

Sage KnowledgeSync monitors manufacturing . . .

Project delays

Cost overruns (or potential cost overruns)

Order configuration errors (missing components, duplicate orders, etc.)

Product price & cost errors, gross margin too low

RMA alerts; reported defects; late shipments or deliveries

Customers who have not ordered within ‘x’ days

Changes to project start or estimated completion dates

Tasks requiring review or approval

Special pricing begins or ends within ‘x days

Purchase Order receipts against backordered line items

CRM Business Conditions Sage KnowledgeSync identifies conditions such as . . . Opportunities that are overdue for closing or have not been followed-up on Client contracts that are due to expire Customers who have changed their buying habits Missing or erroneous data A client whose credit rating has changed Opportunities with unapproved discounts Sales reps who are “rolling over” their activities from one day to the next Leads that come in from your website or from an email campaign New or updated sales literature Time-sensitive pricing or promotions Remote sales reps who have not synched in over ‘x’ hours

Sage KnowledgeSync identifies conditions such as . . .

Opportunities that are overdue for closing or have not been followed-up on

Client contracts that are due to expire

Customers who have changed their buying habits

Missing or erroneous data

A client whose credit rating has changed

Opportunities with unapproved discounts

Sales reps who are “rolling over” their activities from one day to the next

Leads that come in from your website or from an email campaign

New or updated sales literature

Time-sensitive pricing or promotions

Remote sales reps who have not synched in over ‘x’ hours

Database Monitoring

E-Mail Monitoring Database Monitoring (Link)

Cross-App Monitoring E-Mail Monitoring Database Monitoring

Delivery Monitoring Cross-App Monitoring E-Mail Monitoring Database Monitoring O/S Monitoring

Triggered Alerts Delivery Monitoring Cross-App Monitoring E-Mail Monitoring Database Monitoring O/S Monitoring Email Cell Phone Pager/PDA Fax Screen Pop Web

Email Web FTP Forms, Documents & Reports Triggered Alerts Delivery Monitoring Cross-App Monitoring E-Mail Monitoring Database Monitoring O/S Monitoring Email Cell Phone Pager/PDA Fax Screen Pop Web Invoice Picking List A/R Aging

Triggered Updates API Toolset Email Cell Phone Pager/PDA Fax Screen Pop Web Triggered Alerts Delivery Monitoring Cross-App Monitoring E-Mail Monitoring Database Monitoring O/S Monitoring Email Web FTP Forms, Documents & Reports Invoice Picking List A/R Aging

Alert Dashboards

Pre-Configured Events for Immediate ROI Alert Events for: . . . And you can easily create your own events for any other applications that use an ODBC-compliant database.     Sage Timberline Sage Pro ERP Event Watchdog (KnowledgeSync Self-Monitoring) Sage PFW Sage 360 - MAS90/200 & SalesLogix Integrated Events Sage MAS 500 Sage 360 - MAS90/200 & SageCRM Integrated Events Sage MAS 200 ERP Sage SalesLogix Sage MAS 90 ERP Sage FAS SageCRM Sage BusinessWorks Sage BusinessVision Sage Accpac ERP Sage Abra HRMS PeachTree by Sage ACT! by Sage

Business Goals… and Sage KnowledgeSync KnowledgeSync provides . . . Greater visibility into potential opportunities Greater visibility into potential problems Automation of manual tasks Reduction of time spent on manual tasks (e.g., looking for anomalies) KnowledgeSync is not . . . A user-based applications (minimizes impact on staff resources) An interactive tool (once configured, no user intervention) A “silo” solution (integrates with all your business apps) For SalesLogix and MAS contact Customer FX

KnowledgeSync provides . . .

Greater visibility into potential opportunities

Greater visibility into potential problems

Automation of manual tasks

Reduction of time spent on manual tasks (e.g., looking for anomalies)

KnowledgeSync is not . . .

A user-based applications (minimizes impact on staff resources)

An interactive tool (once configured, no user intervention)

A “silo” solution (integrates with all your business apps)

For SalesLogix and MAS contact Customer FX

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