certified trainer conference call august 4, 2006
TRANSCRIPT
Certified Trainer Conference Call
August 4, 2006
Introductions
Host Julie Elm – Manager, Customer and Partner and Program ACS
Sage Staff Presenters & Attendees Leslie Burkes – Director of Learning & Professional Services Non-
Profit Solutions Mike Long – Manager, Sage Learning Services Sage Abra HRMS Janet Moore – Manager, Sage Learning Services CRM Solutions Natalie Johnson – Manager, Sage Learning Services ACS Celina Oliver – Channel Certification Coordinator Lisa Jordan – Partner Programs Specialist
Today’s Agenda:
Certified Trainer Program Update New Communication Tools How to Order curriculum using Sage Software Online Tips For Marketing your Certified Trainer training services
Update By Product Sage Abra HRMS Sage MIP Fund Accounting Sage CRM SalesLogix Sage MAS 90 and MAS 200 Sage MAS 500 Sage BusinessWorks Sage PFW
New Communication Tools
Curriculum Issue Request Form
Use this form to report curriculum issues or problems (including: error message, misspellings, page number inaccuracies, problems with data sets, etc.
New Communication Tools
Curriculum Enhancement Request Form
Use this form to report curriculum enhancement requests. Enhancements are suggestions as to how to better improve the current curriculum.
New Communication Forms
Send completed forms to [email protected]
Forms can be found on the Certified Trainer Web site
How to Order Curriculum Online
Order Curriculum easily through Sage Software Onlinehttp://www.sagesoftwareonline.com/eServices/Main/frmLogin.aspx
Sage MIP Fund Accounting Sage CRM SalesLogix Sage MAS 90 and MAS 200 Sage MAS 500 Sage BusinessWorks Sage PFW
How to Order Curriculum Online
Administrator must set permissions for contact as “Partner Sales”
Products on which you are certified denoted with a “*”. Allow one day for processing. Check status of order on Sage Software Online
Track Your Orders Online
Sage Abra HRMS Curriculum Orders Sage Abra HRMS
Order through: Partner Resource Online
Tips for Marketing Your Certified Trainer
Market your unique training skills Focus on how to distinguish your company from other business
partners Why is this unique? What are you able to offer as a Certified
Trainer?• Certification Program endorsed by Sage Software• Taken the extra step to ensure that your customers receive high-quality training• Illustrated a commitment to training and customer satisfaction• You have access to curriculum developed by Sage Software’s product, training,
curriculum experts• Curriculum is up-to-date and represents the latest product capabilities
Certified Trainer Counts by Product
Product # of Certified Trainers
Sage Abra HRMS 23
Sage ACCPAC Advantage Series and ACCPAC Pro Series
10
Sage BusinessWorks Accounting 20
Sage CRM SalesLogix 25
Sage MAS 90 and MAS 200 166
Sage MAS 500 12
Sage PFW 4
Sage MIP Fund Accounting 27
Tips for Marketing Your Certified Trainer
Prospective Customers
Prospective Customers
Train and build awareness internally All customer facing staff member should understand what it means
to be a Sage Certified Trainer Incorporate your services into the sales process Build customer awareness by explaining the importance and
need for an initial and on-going training plan
Tips for Marketing Your Certified Trainer
Prospective Customers
Existing Customers
Existing Customers
Training is a relationship builder Opportunity to assess the
customer’s processes and needs
On-going touch point for lead generation
When is training needed?
Touch Points
Initial software implementation
Software enhancements
Job Change/Responsibility Change
Organizational Changes
Turnover
Performance Issues
Existing Customers
Market your training services Use existing forms of communication to leverage training
• Customer Newsletters• Plug into any on-going communications • Hold messaging
Keep in touch based upon “Touch Points” Training Web Page
• Link from email signature lines
Tips for Marketing Your Certified Trainer
Prospective Customers
Existing Customers
Your ATC Community
Your ATC Community
Market your services to other ATCs Network with ATCs to leverage your training certifications Many ATCs are looking to expand their Sage course offerings ATC contacts and locations
are posted to the Sage University
Web site at
http://sagesoftwareuniversity.com/
Tips for Marketing Your Certified Trainer
Prospective Customers
Existing Customers
Your ATC Community
Your Business Partner
Community
Your ATC Community
Market your services to other Business Partners Looking for ways to strengthen their training programs and focus
on other areas of their business
Mike Long Manager Sage Learning Services
Sage Abra HRMS
Sage Abra HRMS Curriculum Updates
Closing Year End with Sage Abra Payroll Curriculum to be available 10/06 Year End training data closed through Q3 ’06 Open to Abra Payroll and Year End Certified Trainers only Contact Mike Long for certification information
Q3 Abra Training Data Posted to CT website
• (Curriculum Orders/Presentations/Abra)
Abra Curriculum Updates
Sage Abra HRMS 7.5/8.2 Currently developing curriculum Updates to:
• HR – 7.5/8.2• Payroll – 7.5• Train – 7.5/8.2• Attendance – 7.5/8.2
Release date scheduled for 10/06
Abra eRecruiter Curriculum available now Current Recruiting Solutions Certified Trainers recertify at no charge Contact Mike Long for new eRecruiter Certifications
Leslie Burkes Director of Learning & Professional Services
Non-Profit Solutions
Sage MIP Fund Accounting
Version 8 Update Curriculum survey feedback
• Great feedback – your comments are important!• Incorporating many of your ideas and suggestions• Don’t forget to use form on CT website
Updating training database, new curriculum and workshops• New training database not on CD – download from CT website
Target release time is late October or early November for Core/Payroll Curriculum
Plan on scheduling your version 8 classes in November Date is still a moving target!!!
Sage MIP Fund Accounting
Version 8 Trainer Certification Version 8 trainer certification is only for trainers certified for AFM Watch for announcement on classes – after Summit AFM curriculum available after recertification class & assessment Multicurrency and Inventory will be AFM chapters
Sage MIP Fund Accounting
Additional Certifications AFM and Tech additional certifications available Complete Additional Certification Application
• On CT Website
Email to address listed on form We will contact to schedule assessment & web class
Other Helpful Information Certified Trainer FAQ Available on Sage Software University partner site under “tracks”
Sage MIP Fund Accounting
ATC Program for NPS?? Your feedback about a potential program very helpful Still under discussion
Posting CT classes on Sage Software University
Sage MIP Fund Accounting
Other news: Welcome new Manager for Learning & Professional Services!
• James Mikolaichik• Contact information [email protected]; 1-800-647-3863 ext 6211
Congratulations to Joanne Schneberger! • Promotion to Principle Curriculum Developer for NPS
In July rolled out new partner training program for Certified Consultants
• Details on Sage Software University
Janet Moore Manager Sage Learning Services
CRM Solutions
Certified Trainer Certification
Many new features in version 7 Anytime Learning on the delta between v6.2 and 7.0 All Certified Trainers required to go through training before
ordering v7 curriculum Training is less than 2 hours plus 50-question exam
Online, anytime access 24/7 No charge – included in Certified Trainer fees
Available through Sage Software University
SalesLogix v7 Curriculum
Curriculum available in late September Sage-branded and uses new corporate format Completely updated for v7
Deliverables to Certified Trainers Classroom setup instructions PowerPoint slides Electronic files or materials to complete exercises Answers to “Checking Your Knowledge”
SalesLogix v7 Curriculum
Curriculum for SalesLogix v7.0 End User for Sage CRM SalesLogix v7.0
• Sales• Service• Support• Marketing
Administering Sage CRM SalesLogix v7.0
New Website
Sage Software University New corporate website for Sage Learning Services CRM going live in mid-August Replaces http://www.sagesoftware.com/education One place for all SalesLogix and Sage CRM training
• Classroom• Anytime Learning (web-based recorded)• Realtime Learning (web-based with live instructor)
Natalie Johnson Manager, Sage Learning Services
Accounting Solutions
ACS-South Product Update
Sage PFW Updates for 5.5 release (September/October 2006) Trainer available end of December/beginning of January 2007 Student available 30 days upon release of trainer
Sage BusinessWorks Updates for 7.0 release (October/November 2006) Trainer available Feb/March 2007 Student available 30 days upon release of trainer
Sage MAS 500 No updates for 7.05 release
ACS-South Product Update
Sage MAS 90 and 200 Updates for 4.2 release (October 2006) Partner re-certification workshops anticipated for end of September Trainer available Jan/Feb 2007 Student available 30 days upon release of trainer
Course Focus Groups We value your input on course content improvements Scheduled meetings with those certified for specific courses
Program Reminders
Visit the Certified Trainer Web site for Certified Trainer
Conference Call Schedules
Certified Trainer Conference Presentations
Submit agenda topics
Program Reminders
Complete Student Evaluations after each class Submit to Sage Software
monthly Certified Trainers (non
ATCs) use form on Certified Trainer Web site
Upcoming Trainer Certification Classes August 10th Presentation
Skills August 11th Core Trainer
Certification
