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Page 1: Certified Trainer Conference Call August 26 th, 2005

Certified Trainer Conference Call

August 26th, 2005

Page 2: Certified Trainer Conference Call August 26 th, 2005

Introductions

Introductions Julie Elm – Partner and Program Manager Celina Oliver – Partner Certification Specialist Janet Moore – Manager, Sage SalesLogix Training Mike Long – Sage Abra HRSM Training Manager Leslie Burkes – Director of Training & Professional Services, Non-

Profit Solutions

Page 3: Certified Trainer Conference Call August 26 th, 2005

Today’s Objective

Create a forum to communication and share information relative to the Sage Software Certified Trainer (CT) Program

Open to all Sage Software Certified Trainers Sage MAS 90 and MAS 200 Sage BusinessWorks Sage MAS 500 Sage SalesLogix Sage MIP Fund Accounting Sage Abra HRMS Sage PFW

Today’s attendees include Certified Trainers affiliated with ATCs and Certified Trainers affiliated with Business Partners

Page 4: Certified Trainer Conference Call August 26 th, 2005

Today’s Agenda:

How to become certified to teach additional classes Overview of the Sage Software Certified Trainer Web Site What are the Certified Trainer Reporting Requirements Curriculum News How to leverage your Certified Trainer Status Who to contact at Sage Software with Certified Trainer related

questions Your questions and issues

Page 5: Certified Trainer Conference Call August 26 th, 2005

How to Become Certified To Teach Additional Classes

Step 1Step 1Submit Additional Submit Additional Certified Trainer Certified Trainer

ApplicationApplication

Step 4Step 4Attend Product Attend Product Training ClassTraining Class

Step 2Step 2Purchase Trainer Purchase Trainer

Curriculum desired CourseCurriculum desired Course

Step 3Step 3Pass Product AssessmentPass Product Assessment

Page 6: Certified Trainer Conference Call August 26 th, 2005

Certified Trainer Web Site

Contains critical and timely information related to: Trainer Certification Trainer and Student Curriculum releases Classroom Tools Certified Trainer Logos Certified Trainer Program Guides Certified Trainer Applications Curriculum Order Forms How to order Sage Software Course Curriculum Where to find the latest Certified Trainer Tools and Resources

Address: http://sagesoftware.com/education/ Login: trained Password: toteach

Page 7: Certified Trainer Conference Call August 26 th, 2005

Certified Trainer Reporting Requirements

Fax or Mail within 10 days following the completion of training: Student Sign-in Sheets Student Evaluation Forms

Separate forms for CTs vs. ATCs CTs use forms located on CT web site ATCs use forms located on ATC web site

Page 8: Certified Trainer Conference Call August 26 th, 2005

MAS 90 and 200 4.10 Update

Partner Workshop (Trainer Re-Certification Requirement) All Certified Trainers are required to attend Limited seats in September! Go to www.sagesoftware.com/education to register Assessment to go out within 5 business days following completion

of class Assessments must be completed before Certified Trainer

Curriculum will be shipped Customer Workshops

Start teaching after November 1, 2005 4.10 Trainer Re-Certification must be completed prior to teaching

All 4.10 release dates are posted on the web site

Page 9: Certified Trainer Conference Call August 26 th, 2005

Sage Abra HRMS

Closing Year End Now Available New CT Certification open to all Abra Payroll CTs Train-the-trainer sessions beginning in October Discounted curriculum and Year-End data Contact Mike Long for more information and registration

Curriculum Update Q4 data to be posted to CT website Abra HRMS v8.0 to be released in Q4 Crystal v10 to be included with Abra HRMS v8.0 Abra Suite v7.4 to continue until further notice

Page 10: Certified Trainer Conference Call August 26 th, 2005

Sage SalesLogix Certified Trainers

Sage SalesLogix Certified Trainers – 30 Curriculum Changes

SalesLogix v6.2 Customer Service Student Guide• Available September 1, 2005• Price: $35 per manual• Customer Service Trainer Guide to follow

SalesLogix v6.2 End User Student Guide• Rebranded for Sage Software• Available September 1, 2005• Price: $55 per manual• End User Trainer Guide in development

No changes to Admin v6.2 Curriculum

Page 11: Certified Trainer Conference Call August 26 th, 2005

SalesLogix End User Student Curriculum

No new features - corrections and updates only Summary of changes posted on CT web site Updated PowerPoint slides – available Sept. 1, 2005

Page 12: Certified Trainer Conference Call August 26 th, 2005

MIP Fund Accounting ERP Update

Version 7 Trainer Re-Certification Requirement : Web classes for all certifications (Core, Payroll, AFM and Tech) Limited seats in September! Go to www.sagenonprofit.com/training to register Assessment following completion of class Assessments must be completed before Certified Trainer

Curriculum will be shipped Customer Workshops

Version 7 Trainer Re-Certification must be completed prior to teaching

Page 13: Certified Trainer Conference Call August 26 th, 2005

Leverage Your Certified Trainer Status

Commit to an annual training marketing plan Developed based upon what you know today Be open to changes Revisit quarterly

Track your Results Costs Mailing codes/Promotional Codes Set up a “Jump Page”

Page 14: Certified Trainer Conference Call August 26 th, 2005

Leverage Your Certified Trainer Status

Market to Potential Students Your customers Businesses in your area using Best Software products

Market to Past Students Follow-up “thank-you” for attending emails Include Next Step/Next Class with promotion Offer in-class specials

Page 15: Certified Trainer Conference Call August 26 th, 2005

Leverage Your Certified Trainer Status

Educate your entire company on what it means to be an Certified Trainer How does this differentiate you from other Business Partners

• Illustrates a strong commitment to customer satisfaction• Distinguishes your company from other business partners• Backed by Sage Software’s commitment to high qualify curriculum standards

When and how to discuss training with your customers Where to find information on your training services Designate point person to call with Certified Trainer or training

related questions

Page 16: Certified Trainer Conference Call August 26 th, 2005

Leverage Your Certified Trainer Status

Introduce training during the Sales Cycle Promote your Certified Trainer Status Develop a training plan that includes both classroom and one-

on-one training elements Educate customers on the benefits of both

Page 17: Certified Trainer Conference Call August 26 th, 2005

Certified Trainer Contact List

[email protected] – central email box for all product lines Mike Long - Abra Suite

727-579-1111 ext 3380 [email protected]

Celina Oliver - Sage BusinessWorks, Sage MAS 90 and MAS 200, Sage MAS 500 and Sage PFW and Sage BatchMaster949-450-3840 [email protected]

Leslie Burkes- MIP Fund Accounting888-825-5647 ext 6162, [email protected]

Janet Moore SalesLogix480-368-3815, [email protected]

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Future Conference Call Schedule

All calls are held at 10:00am PDTWednesday, November 16th

Wednesday, February 15th

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