How Business Alerts Software Works.


The sooner you know about a potential issue or can identify a growing trend, the sooner you can react and take steps to either resolve a problem or take advantage of an opportunity.  But with so much information accumulating in your ERP or CRM system, it can be difficult to find the critical data you need in a timely fashion.

So why not have that data find YOU instead?

That's where automated business alerts software comes in. Here's how it works.


Business Alerts that Monitor

Just like the functionality you’d find in TaskCentre Suite, business alerts software can be thought of as a “monitor & response” system that is continuously watching for changing conditions in your ERP or CRM database, and then automatically executes the appropriate response.

On the monitor side of the equation, alerts software watches over all of your business systems for events or triggers that you pre-define, and then fires off an alert when a customer goes past due, inventory drops below a certain level, a key account is put on hold, or any other critical event you need to keep tabs on.

Business Alerts that Respond

But when it comes to the response, a system like TaskCentre really shines.  After all, it may not be good enough to simply receive an alert because the problem won’t take care of itself … that is, unless you’re using TaskCentre.  It works hand in hand with your ERP or CRM system so once an alert condition is triggered, TaskCentre can be configured to automatically take action. 

For example, assume that a prospect requests information from your website.  TaskCentre can trigger an email alert to the salesperson covering that territory, automatically send a personalized message and literature kit to your prospect, and actually update your CRM database without you lifting a finger or manually entering prospect data.

What Do Companies Typically Monitor?

Here are a few common examples we come across when implementing business alerts software for our clients:

  • Invoice due (or overdue) for payment in X days

  • A prospect opportunity has not been followed up/touched in X days

  • A key customer has not been contacted in X weeks

  • Stock level has fallen below X level

  • A key account has been put on hold

  • Customer service ticket has not been resolved in X days/hours

  • Delivery time has been re-scheduled

  • Contract is approaching its renewal date

Once the conditions are set, you simply let the business alerts software continuously monitor your database and automatically send an alert when the condition is met. 

What Type of Alerts Do I Receive?

Alerts are typically sent by either email or text/SMS.  When you use the business alerts software that’s built into TaskCentre, the system will even automatically generate and attach documents, like a financial statement or aging report, so the recipient has all the supporting detail he/she needs to make a quick decision and take decisive action.

And business alerts aren’t just for your own internal employees or executives. They can be triggered and sent to vendors, distributors, stakeholders, customers, and anybody else who needs to be notified and/or take action

Is Your Business Alert and Responsive?

If you answered no to that question, it might be time to take a closer look at the TaskCentre Suite featuring advanced business alerts that keep you in the know.


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