Sage 100 ERP: The Road AheadP-39

Lori Maloof

Product Manager

Sage 100 ERP 1

CPE Credit

In order to receive CPE credit for this session, you must be present the entire

session.

- Recommended CPE Credit = 1

- Delivery Method = Group Live

- Field of Study = Specialized Knowledge and Applications

CPE certificates will be sent via email to registered attendees in PDF form

within 30 days of validated attendance.

Sage 100 ERP 2

Introduction

Lori Maloof - Product Manager

Sean Leonard - Product Manager

Session PowerPoints and materials can be found on the Sage Summit Mobile App under Documents.

Follow us @Sage_Summit

Use the official Summit hashtag: #SageSummit

Follow me on Twitter: @LoriMSageERP

#SageSummit

Learning Objectives

After participating in this session, you will be able to understand:

– the enhancements that are planned for future releases of Sage 100 ERP

Sage 100 ERP 4

Sage 100 ERP

Sage 100 ERP Roadmap

2014 Release• User Experience

Enhancements• Improved integrations

Product Update • Sage CRM

integration enhancements

Product Updates • Sage CRM integration

enhancements• Enhancements based on

user feedback

Sage Mobile SalesSage Mobile ServiceSage Billing & Payment

5

Sage Inventory Advisor

2015 ReleaseLevel 3 payment processing support

2013 2014

Tony, your top

salesman.

Sage 100 ERP 6

What we heard from you

“Why is Sage CRM 7.2 not supported yet?”

“The integration is not stable – sometimes it just stops working, or I get “error 11s””

“When will Sage CRM Cloud integrate with Sage ERP on premise?”

Integrated Sage CRM

Sage 100 ERP

Integrated Sage CRM Roadmap

2014 Release• 60+ Stability, Maintenance, Integration and Feature Defects

Resolved• Integration issues addressed in Maintain Relationship,

Relationship Management Wizard and Relating Customers• S/O and Quick Order Entry updates to improve usability• Entity logic clean-up (Person, Company, Address, Ship-To,

Contact) addressing “Allow Changes” configuration

Product Update • Sage CRM 7.2a Compatibility• Sage CRM customizations re-

written using client-side API• Sage CRM Frames removed and

fixed additional compatibility issues

Product Updates &CRM Patch Releases• Additional feature enhancements• Elimination of Workstation Setup• Addition of Maintain Relationship as

RWC component

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2015 Release• Compatibility, Performance,

Stability• Integration with Sales Tax• Integration with Sage

Intelligence

Sage CRM Cloud Integration

2013 2014 2015

Sage CRM 7.3 compatibility

Enhancements under consideration

Change Primary Sales Person in Order

Clone Order from Different CRM Company

Inventory Lookup Direct to Order

Allow customer customization to Sage 100 changes

Allow for integration with Workflow engine

Incorporate ERP date in Forecasting

Customer Inquiry Fields added to Sync

Migration of Explorer Tasks to Dashboard

SData Integration with Sage CRM Dashboard (Template/Documentation)

Accelerated rollout of features

Expect additional enhancements with most Sage CRM patch releases

Features being prioritized on an on-going basis

Sage CRM Integration

Sage 100 ERP 9

Beta of the integration available NEXT WEEK

If interested in reviewing the integration, please contact Lori.Maloof@sage.com or hand me your business card!

P-76 Sage CRM: What's New in Sage CRM 7.2 and Sage CRM Cloud 2013

Tuesday 11:15 -12:30 PM, National Harbor 6

Attend this session and get fully briefed on the most recent versions of Sage CRM. In this session we will give a detailed review the great new mobile, social media, and productivity-focused product enhancements in Sage CRM v7.2 and Sage CRM Cloud.

Sage CRM 7.2

SAGE 100 ERP 2014 RELEASE

Improving the User Experience

UX - Flashlight lookup for invoices

UX - Auto complete

UX – Keep Window open

UX – Updated search defaults

Sage Intelligence enhancements

Payroll enhancements

Flashlight lookup for invoices

Sage 100 ERP 13

Flashlight lookup added to AP Invoice Data Entry and AP/AR Repetitive Invoice Entry

Auto Complete

Sage 100 ERP 14

For Customers, Vendors and Inventory Items

Defaults customized by user for each entity

Keep Window Open

Sage 100 ERP 15

Added to Custom Reports and GL Financial Reports

Updated search defaults

Sage 100 ERP 16

Defaults to the first column in the grid instead of row number when doing a “find”

Sage Intelligence auto-installed and on the menu

Sage 100 ERP 17

Includes:

Profitability Dashboard

Unlimited licenses for Report Manager, Designer, Viewers, and Connectors

Available for $99/month subscription

Sage Intelligence Reporting Bundle

P-182 Sage Intelligence: Report Designer Add-in: Revolutionizing Financial Reporting for Sage 100 ERP -Hands-on

Monday, 3.15-4.15PM, Chesapeake D E F

For those that already know Sage Intelligence Reporting, but have not seen the new Report Designer Add-in. Learn how the add-in provides drag-and-drop Excel financial formulas that communicate with a new In-Memory processing engine for brilliant performance, maximum control, and greatly enhanced flexibility, including FRx report conversion.

P-173 Sage Intelligence: Ready, Set, Go!

Monday, 4.30-5.30PM, Annapolis 3

For those that are new to Sage Intelligence Reporting

Sage Intelligence Reporting

Payroll Enhancements

W2 filing – ability to select up to 16 different Box 12 codes

Federal e-Filing & Reporting – changed display of Form IDs & Form Description

Add mapping of Earnings & Deductions Codes for Puerto Rico reporting

AP and PR tax reporting via eFiling and Reporting only

P-228 eFiling for Sage Payroll - an Essential Tool for Payroll Administrators

Tuesday, 8.30-9.30AM, Chesapeake L

attend this session to learn how you can complete your unemployment, new hire, wage withholding, W-2s, 1099s reports, and payments in a fraction of the time you spend now.

Sage eFiling

SAGE MOBILE & CONNECTED SERVICES

Sean Leonard - Product Manager

Sage Mobile Sales

Sage Mobile Services

Sage Inventory Advisor

Sage Billing & Payments

Sage Mobile & Connected Services

Sage Mobile SalesBuild a Bigger Sale

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• Enables great service to customers at customer locations

• Increases sales productivity by giving salespeople the information they need and reducing phone calls to the office

RO

I to

su

bsc

ribers

• Enables a great customer buying experience

• Contributes to achieving higher deal close rates

• Gives customers a differentiated and superior level of service

• Works great at customer locations, at tradeshows or in storesR

OI to

su

bsc

ribers

• Build a bigger sale by offering relevant “add-on”, “accessory” and substitution” products

• Enables every salesperson to “sell like our best and most experience people”

RO

I to

su

bsc

ribers

• Enables sales reps to collect payment easily and securely

• Close more deals by giving customer payment choices including Cash, Credit Card, on account, ACH, etc.

RO

I to

su

bsc

ribers

Sage Mobile ServiceCapture Service Revenue

Wow your customers with real-time and historical

information while on-site

Increase Field Service Revenue - Take

payments directly from the mobile device

Optimize schedules by time and map location

Invoice work orders as they are completed in the field

View KPI’s from the web portal

Sage Billing and PaymentsGet Paid Sooner

Electronic Invoice via email with Click to Pay OptionAutomate Receipt

Emails and Resending of Invoices

Customer Billing Communication History

Improve customer communications and time to receive payment via

electronic billing

Provides Customer billing communications management, and tracking which combine to reduce

delinquent accounts for customers.

Pay NowPay Now

Promotion!

Sage Inventory Advisor

P-136 Sage Inventory Advisor: What Is This Cloud-Based Solution and Why Is It Important for Your Customers

Monday, 3.15-4.15PM, Baltimore 1

P-135 Sage ERP: Help Your Customers Reduce Costs--Offer Electronic Invoicing

Monday, 4.30-5.30PM, Chesapeake C

P-138 Sage Mobile Sales and Mobile Service: Help Your Customers Generate More Revenue

Tuesday, 9.45-11.00AM, Annapolis 2

Sage Mobile and Connected Services

Sage 100 ERP

Plan for the future.

30

Enhancements under consideration

Longer field name for Vendors

Display user who created SO/PO

Sage Advisor Messenger

Additional Visual Process Flows

Sort by columns in Bank Rec

Project Accounting connected service

Attached Documents stored in cloud

SO Entries Default from Hierarchy for E-mail

Improve UI for selecting invoices to pay in AP

Grid Customization added to List Views

Alternating line color on Grids

System Activity re-vamp

Show Total # of Checks to print in AP

Sage 100 ERP 2015 and Beyond

Sage 100 ERP

Resources

Sage 100 ERP 2013 Release

www.Sage100ERP.com/2013release

Sage City Support Community

http://sagecity.na.sage.com

Sage Mobile Apps

www.SageMobileApps.com

Sage ERP Intelligence Reporting

HTTP://Community.Alchemex.com – Search For The Sage 100 ERP Group

Sage University

www.SageU.com

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• Session code for this session: P-39

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Thank you

Questions?

Sage NA Mid Market Solutions Update

Contact InformationPresenter Contact Information:

Lori Maloof

Lori.Maloof@sage.com

Follow us @Sage_Summit

Use the official Sage Summit hashtag: #SageSummit

Don’t forget to use the Sage Summit mobile or web app for all your conference needs.

Thank you for your participation.

#SageSummit