BPA Platform

Report & Document Automation

Sage 1000 Automated Customer Renewals

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Sage 1000 Automated Customer Renewals

Are you looking at improving customer retention levels? Or are you looking to reduce the costs associated with your customer renewal processes?

Codeless Platforms' automated customer renewal solution for Sage 1000 enables you to automate the costly workflow processes that are critical to the customer renewal process.

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Sage 1000 Improving Customer Retention Scenarios and Benefits

Common automated customer retention processes implemented by our customers using Sage 1000 include:

  • Automated creation and distribution of call centre call lists based on business rules
  • Automated creation and distribution of internal sales,financial and management reports
  • Automatic creation, printing and distribution of personalised direct mail via a mail fulfilment house
  • Automated business alerts when valuable customers approach the end of their contract/subscription period
  • Automatic creation and distribution of welcome packs or related product/services upsell communications
  • Automated creation and distribution of personalised email communications that are unique to customer/subscriber data

Common benefits achieved through customer renewal automation when using Sage 1000 include:

  • Reduced attrition and costs
  • Eradicate time consuming administration from the renewal process
  • Improved financial performance
  • Increased employee productivity
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Sage ERP 1000 Integration

Learn more about Sage ERP 1000 connector.

Sage 1000 Automated Customer Renewals starts from


BPA Platform

Sage 1000 Base Server

Starts from:


Configuration day(s) required subject to requirement.

Report & Document Automation

Report & Document Automation

The Report & Document Automation capability automates the creation and distribution of internal or external reports or documents.

Drag and drop scheduler

Automate the creation and distribution of reports and documents via a drag and drop scheduler or database event tools.

Automate reporting tools

Automate popular reporting tools such as Crystal Reports, SSRS (server and local mode) and reporting engines native to a business application.

Save and send

Ensure copies of all reports and documents are saved to both a network location or sent via email, FTP or print.

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