BI Alertsbialerts-desktop-tablet-phone

The innovative OrderWise BI Alerts Module allows businesses to deliver data like never before and drill down even further without any of the hard work. Offering a highly useful solution to help users address important sales activity as and when it arises, BI Alerts is ideal for any fast past sales environment.

Key Features of OrderWise BI Alerts

  • Instantly Notify Sales Staff With Important Data At The Right Time
  • Send Alerts Directly To Chosen Users’ Email For Fast Follow Up
  • Customise Rules With Predefined Events, Issues Or Conditions
  • Automate Alert Generation With Scheduled Task Service
  • Complete Control With Fully Editable Alert Rules
  • Available In-System Or Within App On Mobile And Tablet

Deliver Data Like Never Before

Available both in-system or through the OrderWise App, BI Alerts provides automated notifications directly to your device based on your own customised rules to indicate a predefined event, issue or condition has occurred and that fast action is required. With OrderWise BI Alerts, staff are instantly notified when action is needed, allowing them to continue focusing on their work rather than constantly referring to dashboards. What’s more, it means they only respond when a performance issue requires their attention, ensuring greater productivity is achieved.

BI Alerts operates on the information your company already holds within OrderWise and utilises it to produce valuable up-to the-minute notifications of happenings within your business. Using more than 15 pre-existing alert queries, a rule can be set for a supplier, customer or variant and assigned to either a user, group or team created within the OrderWise system to then be notified and follow up. The setup also offers a selection of colour icon choices to be set against the predefined rule for added personalisation and instant recognition. There is also an ‘Auto Resolve’ option to provide businesses with a streamlined method of handling their data.

Also within the BI Alerts Module, businesses have the functionality to automatically schedule updates over time periods suited to them using a scheduled task service. With all of this editable following creation or even paused indefinitely for complete control, users can rest easy knowing that BI Alerts can be tailored to suit the changing needs of the business.

Seamless Integration With CRM

The BI Alerts Module also works seamlessly with OrderWise CRM by allowing users who receive an alert to choose to create a new opportunity off the back of the notification. This provides businesses with an effortlessly integrated all-in-one sales management solution. Additionally, OrderWise also allows users to view relevant history from within the BI Alerts grid or, within the alert itself, add notes, reassign or simply mark as complete once actioned. This new functionality streamlines and heightens the productive activities of a business as staff not only receive alerts when an action is required but the relevant person can then also act on this instantaneously.

BI alerts 2 350pxOn-The-Go Data Alerts With OrderWise For Android

Businesses who operate with sales staff out on-the-road can also set up customer BI Alerts to sync through to the OrderWise App. Mobile applications are playing an increasingly vital role in business management with even more sales reps relying on the convenience of access to on-demand information when selling in the field. With this in mind, the ability to utilise fast, accurate data notifications means businesses are free to unlock maximum sales potential and make that all important deal at the very moment opportunities are revealed.

With BI Alerts available to the OrderWise App, businesses who have sales staff working on-the go can quickly access the module to see all notifications coded with the colour and icon set against each alert for simple differentiation. Bringing through and emailing across only alerts relating to the account manager or rep the app is registered to, users can be fast acting on any activity as soon as it requires attention. Staff can easily view all outstanding alerts within the My BI Alerts section of the OrderWise App, with the ability to effortlessly mark alerts as complete or add notes once the task has been actioned. By having the same functionality available on-the-go as they do in-system, businesses can be sure staff are fully productive with their time whether visiting existing customers, meeting potential clients or attending trade shows.

With the ability to use this latest OrderWise Module anywhere, any time, OrderWise BI Alerts makes the perfect addition for businesses wanting to stay ahead of their competitors and exceed potential. By using the invaluable functionality available from BI Alerts, users are not only able to gain unparalleled insight into areas of importance within their business but can also instantly capture and act upon notifications in order to fully maximise sales opportunities.


For more information call us on 01522 704083 now.