ATC Conference Call

January 10, 2008

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Agenda

• 2008 ATC Renewal Process• ATC Program Guide Changes• Program and Project Update• Sage Curriculum Update by Product• ViewCentral/Sage Software University Refresher

2008 ATC Renewal Process

• Agreement expires on January 31, 2008• Sage MAS 90, BusinessWorks, PFW and SalesLogix ATCs

will receive an email to confirm renew – List ATC Authorized Products– New Pricing (based upon new pricing structure)– ATC Program Guide

• No new contract needed• Respond via email with your agreement to renew • Invoice will be processed on February 1,2008• Sage Abra Team to send a separate communication to renew

ATC agreement– Separate Program Guide for Sage Abra product– Look for a communication this month

2008 ATC Renewal Process

• What’s changed in the program?– Pricing Structure (as outlined at the ATC Conference)

– Authorized Training Centers who are authorized for two products will receive a 15% discount on each product.

– Authorized Training Centers authorized for three or more products will receive a 35% discount divided equally among all products.

– Now accepting Applications for SageCRM ATCs.

Product First Product Authorization Fee

Sage BusinessWorks Accounting $1,750

Sage MAS 90 and Sage MAS 200 ERP $5,000

Sage PFW ERP $3,000

Sage SalesLogix $2,500

SageCRM $1,500

ATC Program Guide Changes

• Marketing Services– Moving to a freedom of choice/blended learning options– ATCs classes on Sage Software University– Continue to drive customers to SSU– Inclusion in blended learning focus marketing pieces

• Requires ATC to verify registration in ViewCentral prior to student attendance

• All ATC administrators and program managers encouraged to review the program guidelines and requirements

• ATC Program Guide and ATC Application now one document

ATC Program Update

• ATCs to begin using ATC Reseller of Record form (vs. standard ROR form) 2/1/08

• Customer question added: Did you or a member of your company attend this reseller’s Authorized Training Center within the last two years?

• ATC question added– Yes, our records indicate that this customer did attend our ATC within the last

two years.– No, our records indicate that this customer did not attend our ATC within the

last two year

• If either question is answered yes, then ROR will not be processed until approval is made by Sage

• Non-classroom training service can be offered or engaged until written approval is made

• Document available via ATC Web site • Continue to submit ATC Lead Referral Form for one-time service

approval• SalesLogix implementation of ATC ROR to follow

Changes to Your ATC

– When changes are made to:• Class cancellation policy

• Training room and/or facility location*

• Trainer and/or student’s computer hardware*

• Classroom projection system*

• Size of the classroom or number of students per classroom

• Training URL address

*Submit ATC application with noted

changes to Sage Software. Allow eight

weeks for processing.

– Location or classroom Changes• Submit with digital photos

Planned Training Promotions

• Schedule of Planned Training Promotions emailed 12/28– Sage MAS 90 and 200– Sage BusinessWorks– Sage PFW

• Considering for Sage SalesLogix (modified version based upon limited number of courses)

• Goal: Schedule courses to leverage Sage’s marketing campaigns

• Marketing campaigns sent to all Active Customers (with exception of target marketing pieces)– All customers on plan or on plan within the last two years

• All ATC contacts updated and lists “seeded” with your names

Drops to Customers

Optimal Scheduling

Featured Course

*Specials Comments

December Late December thru February

AP and AR

January Late January thru March

Intro to Crystal, Crystal Beyond the Basics, FRx

February Late February thru April Customizer, Business Alerts, and Business Insights Explorer

March Late March thru May Distribution Register for Distribution in March and get a free Starship Realtime Course

Promo code for free course to be sent directly to attendees from Sage. More details to be provided in ATC call

April Late April thru June CoreMay Late May thru July Data Files and

CrystalJune Late June thru August FRx 25% on Realtime

or Classroom FRx Course Register by end of June

25% Discount on Curriculum for course to ATC

ATC Projects/UpdateSent to customer (first of the month) – ATC

course on SSU

Available ATC course dates

Featured on marketing campaign

Customer must register in March

Pilot as suggested at ATC conference

ATC Program Update

• Status of ATC Incentive Program for Sage training offerings– Evaluating the scope of the program– Decision to be announced by the end of the month

• Status of Changing “Center” to “Campus”– Internally agreed to move forward– Decide “go live” date by the end of the month– Timeline for ATC “go live” date by end of the month– ATCs to consider project plan to include materials/web site changes,

etc.

Authorized Training CenterAuthorized Training Campus

ATC Program Update

Sage MAS 90 and 200 Support Plan –Training Offering

Service Description Basic Plan

Basic Plus Plan

Silver Plan

Silver Plus Plan

Gold Plan

Classroom Training Discount (Irvine, CA)

15%

Anytime Learning

Sage MAS 500 Support Plan – Training Offering

Sage BusinessWorks Support Plan

Service Description Bronze Plan

Bronze Plus Plan

Silver Plan

Silver Plus Plan

Gold Plan

Classroom Training Discount (Irvine, CA)

15%

Anytime Learning

Services Description Subscription Plan Silver Plan Gold Plan

Training Discount (at participating locations)

15%

Note: Training Offerings not currently bundled with Sage SalesLogix or SagePFW Support Plans

ATC Program Update

• Now accepting ATC Applications for SageCRM • Annual fee: $1,500• Submit application by February 15th for consideration in first

round of approvals• Trainer Certification dates to be announced this month• Certified Trainer Applications available on line through Sage

Software University by the end of the month • ATC Program follows same guidelines as Sage MAS and

SalesLogix ATC programs• Curriculum for SageCRM End User and Admin courses• Working on SageCRM 6.1 curriculum now

ATC Program Update

• Request to print your own curriculum– Clarify what’s driving this request– How do you see that helping your business?– Open Discussion

• List of suggested projects/action items from conference available via ATC Web site

Sage BusinessWorks

• All curriculum has been updated for version 8– Trainer kits shipping this week– Student material switched over in production and ready 1/25/08– Old material available until 1/24/08– Case study and classroom setup now accessible through SSU site –

same as MAS 90

Sage MAS 500

• Currently updating curriculum for 7.2 due late Q1/early Q2 calendar year– Minimal application changes– Focusing on Core and Distribution– Breaking out course days to work independently– Primary changes will be on activities and labs

• Developing 7.2 partner re-certification training for March delivery– Realtime courses– Focus on added features – Data Import Manager, Dashboard, and office

integration

Sage MAS 90 and MAS 200

• Will be evaluating potential changes to current certified curriculum for 4.3 release due Q2 calendar

Sage PFW

• Sage PFW Trainer Curriculum available 01/11/08– Software version 5.6– Curriculum version 7.0

• Sage PFW Student Curriculum shipping 02/01/08

ViewCentral/Sage Software University Refresher

• ViewCentral Walk through – Demonstrate shortcuts and hotkeys

• James Adamthwaite, Sage SalesLogix Training Coordinator– Setting up your classes– Customer Registration through Sage Software University– Attendee Lists– Marking Attendance

• Reports

Your Questions?

• Your Questions?