sage launch festival slide deck

Welcome from Bob Anderson

Our portfolio visionKaren Ainley and Lindsay Boullin

tofrom

The Future…

IDC predicts a new wave of business ICT evolution

Growth

More users

More ‘things’ to manage

More ways to access

More data

More mobility

More devolved decisions

Our product vision for the mid market

Mid market business leaders focus for 2012? Reduce costs and improve processes

2

3

4Business priorities for 2012

Business priorities for2012

Mid market IT leaders focus for 2012?

Support new business innovationCloud and SaaSOutsourcing

Improving IT SLAsComplianceVirtualisationBI and analytics implementation

Reduction of IT cost Consolidation of IT infrastructure Improving IT security!

Sage ERP X3

14

ObjectiveBe the market leading solution for the core mid-market Provide a cost effective migration path for growing customers

Target MarketMid market businesses: 100 – 999 employeesIn fast growthConsolidating systems / processes New business modelsConcerned about changeSectors:• Manufacturing

(Process and Discrete)• Distribution• Business Services

Themes to 2015 (for UK)LocalisationMigrationCloudSubscriptionCRM

2013 FocusPhase 2 of localisation• Quality and

documentation• Enhanced compliance• UK market requirements

Sage 200

15

Product ObjectiveA market leading proposition that is customer centric, easy to use and intuitive – delivering a product experience which is second to none

Target MarketTurnover £1-£50m Up to 200 EmployeesUK businesses – single or multi-site Sectors: • Manufacturing• Distribution• Business Services

Themes to 2015Sage 200 Next Generation -choice of deployment & payment methodsNext generation modules i.e. BI & CRMIncrease device agnostic anytime accessImprove customer journey for customers out growing Sage 50 and competitor productsImprove quality & sharpen customer focus by strengthening the core product ensuring customer focus is at the heart of the roadmap

2013 focusPhase 1 of Sage 200 next generation delivering Financials, Commercials, Project Accounting & WTE and BOM to the cloud . The 2013 release offers customers a choice of deployment methods and choice of payment methods. In addition we are implementing 10 top wish list items, satisfying the requiemenst of almost 400 customers.

Sage ERP 1000(including Line 500)

16

ObjectiveA compelling migration path for our Line 500 and Sage 1000 customers A reliable, high value solution used by an engaged base

Target MarketExisting Line 500 / Sage 1000 customers operating mainly in the UK

Themes to 2015Maintain the highly stable core Deliver value through adjacent technologies: CRM, Payroll, Reporting, Connected Services

2013 focusRelease of Sage ERP 1000 v4 including Sage Asset 1000Completion of CRM integrationPayroll RTI and PYE complianceReplace payrollOngoing quality focus and technology compliance German Accreditation Tools to assist Sage ERP X3 migrations

What do European leaders focus on to improve customer experience?

0

5

10

15

20

25

30Customer Experience Priorities in 2012

Customer ExperiencePriorities in 2012%

Sage CRM

18

ObjectiveTo meet the business relationship management needs of Sage’s core customers

Target MarketSmall to Mid Sized BusinessesNeed to compete effectively with larger businesses with bigger budgetsWant fast Return on their InvestmentLikely to be focussing on specific business pains

Key themes to 2015• Cloud• Integration

• Cloud and on-premise

• Codeless customisation• Mobile and Social media

ready• Smart analytics

2013 focusCloud2012 r2• Cross browser compatibility• Android Smartphone support• Tablet support2013 r1• Smart entity builder2013 r2• Smart entities (core)On-premise7.2 (Spring 2013)• Social (Yammer, Facebook)• Mobile (iPad, Windows 8)• Integration enhancements

Sage SalesLogix

19

ObjectiveTo provide a powerful, customisable solution for sophisticated businesses, whatever their preferred deployment model

Target MarketLarger more sophisticated businessesSee business relationships as strategic• Financial Services• Business Services • Healthcare • Manufacturing • DistributionAward winning CRM for Large Enterprises

Key themes to 2015• Outstanding usability• Social CRM• Mobile• Choice of deployment• Analytics and

information presentation

2013 focusv8.0• Quality• Work how and where

you want • Easier to manage• Integrationv8.1• iPad and smart caching• Social CRM• Proactive CRM• Better configuration

What our customers are saying, so far… “One of the most exciting things for me,

as MD, is the business intelligence that is built into Sage ERP X3 and that flows from the chart of accounts”

“50 pre-built graphical KPIs immediately allow me to analyse the business by product, by region, by customer type etc., giving me unprecedented access to information that to-date, I have to guesstimate”

“The ability to understand profitability of product/service across customers within different geographic regions – and the ability to drill down to individual transactions from the BI dashboards – allows me to make decisions on how to continue growing the business in the best direction”

“I was really impressed with Sage 200 2013 Cloud solution, it allowed us to move from MMS to the latest version of Sage 200 quickly and easily without the upfront cost of additional hardware and software”

“Following a restructure we will be losing our Terminal Server environment so we need an alternative way of allowing remote access to our Sage 200 system -Sage 200 2013 is the perfect solution”

“We knew we needed to migrate from Line 100 but have been putting it off because of the budget required, but Sage 200 2013 removes the barrier of budget and hardware”

Thank you

Sage ERP X3 v6.5What’s new overviewSteve TattumSage ERP X3 Product Manager

V6.5 Briefing

Contents

• V6.5 Overview• Standard Edition• International• CRM Advanced• Sage ERP X3 EDM• Further Enhancements• Conclusion

V6.5 OVERVIEW

V6.5 Briefing

V6.5: Main features

• Minor version release covering functional and technical topics• Major milestone for Standard edition

– 3 new countries

• International– 3 new legislations

• Sage ERP X3 CRM Advanced for SalesLogix and Sage CRM • Sage ERP X3 EDM

– New features, now completely embedded

• Further Enhancements– Verteego: REACH compliance– Fixed assets– More legal add-ons in the Base Product

V6.5 Briefing

Version 6.5: More than 80 improvements

V6.5 Briefing

0

5

10

15

20

25Improvements

Version 6.5: Enhancement Category Breakdown

V6.5 Briefing

34%

20%

19%

10%

17%

UsabilityCompliance/ControlMalfunctions/FixReportingPerformance

SAGE ERP X3 STANDARD EDITION

V6.5 Briefing

Standard Edition: 3 new countries

•Major UK Milestone

V6.5 Briefing

FY-2013Sage UKSage AustraliaChina

Where is the Standard Edition offer available?

Sage North America

Sage Portugal

Sage FranceSage Germany

Sage Spain

Sage Switzerland

Sage South Africa

Sage Morocco

V6.5 Briefing

Sage UKOctober 2012

Sage Australia

October 2012

China

October 2012

2 deployment options for a unique product

X3 PremiumX3 Standard

3 - 5 months 6 -12 monthsProject planning

From 35 days From 70 daysProject

Limited IT teamIT Resources

Multi-language Multi-legislation, languageInternational

Constrained NegotiableBudget

Fundamental functions + Options Full ERP X3Functional scope

Sales Channel Channel & Direct Sales

Preset ProjectImplementation

Ready-to-use

Tailor-made

V6.5 Briefing

Rapid, Low Risk ImplementationsFast ROI

Scoping6 weeks

Implement3 weeks

Testing9 weeks

Training4 weeks

Support3 weeks

Project Milestones• M0 – Project Launch • M1 – Description of Target Solution• M2 – Installation of Target Solution• M3 – Acceptance of Target Solution• M4 – Go-Live Approval• M5 – Final Production Sign-Off

M1 M2 M3 M4 M5M0

35 – 50 consulting days* over 25 weeks35 – 50 consulting days* over 25 weeks

10 - 14 days 6 - 8 days 13 - 19 days 2 days 4 - 7 days

* Distribution Suite = from 35 daysManufacturing Suite = from 50 days

• 22 weeks from Launch to Go-Live• 25 weeks to Final Production Sign-off

V6.5 Briefing

All tooled up and ready to go …..

TrackingPlanned vs.

Actual

TrackingPlanned vs.

Actual

> 02 Steering\PI002

V6.5 Briefing

PRO

JEC

TD

ELIV

ERA

BLE

STO

OLS

& T

ASK

S

PostProjectSUPPORTTRAINTESTIMPLEMENTSCOPEPre

-Sales

Ready for Phase 2

Support Hand‐Off:

ScopingPresentations

DTS

Signoffs

SIGN‐OFF:TARGET SOLUTION

STEERINGCOMMITTEE 4 PPT

M5

Reports andPeriod End Processing

Start‐Up Procedure

SIGN‐OFF:READY FOR GO‐LIVE


M4

Process MapsBy Role

User Guides

Attendance Sheet


SIGN‐OFF:USER ACCEPTANCE


M3


Procedure / TemplatesData Migration

Procedure / Templates

Additional SettingsProcedure

Acceptance ScenariosProcedure

Attendance Sheet

User Guides

Process MapsBy Role

SIGN‐OFF:INSTALL

TARGETSOLUTION

M2

Issue Tracking and Logging


Data Migration Procedure / Templates

Test Data SetProcedure


Installation ChecklistProcedure

Setup Guide (Process Map)

Project Monitor

PID (Project Initiation Document)

LAUNCH MEETINGPPT

M0

PROPOSAL

Demo Data

Test Data Set Procedure

(EC001) SalesQuestionnaire

Qualification Guide

DTS (Description of Target Solution)

Preparing the Project

SIGN‐OFF:DTS

Data Migration Procedure / Templates

Test Data SetProcedure


ScopingPresentations

PID

DSS

Functional Overviews

RACI


M1

ProjectConfigurator

ProjectMonitor

Issue & Change Request forms

INTERNATIONAL

V6.5 Briefing

New legislations: Premium Edition

V6.5 Briefing

Angola

Slovakia

Romania

• We will advise our BusinessPartners when testing andintegration into the UK CoreAccounts model is completedand these legislations are madeavailable for sale.

New legislations scheduled H1-2013

V6.5 Briefing

Czech Republic

Hungary

Belgium

• We will advise our BusinessPartners when testing andintegration into the UK CoreAccounts model is completedand these legislations are madeavailable for sale.

SAGE ERP X3 ADVANCED CRM

V6.5 Briefing

Sage ERP X3 Advanced CRM for Sage SalesLogix and SageCRM

– Sage ERP X3 and Sage CRM solutions are industry leading business management solutions that provide your organisation with cross-departmental visibility into your prospects and customers by leveraging the integration between industry-leading ERP and CRM solutions from Sage.

Sage ERP X3 Premium Edition

Develop your strategy for customer retention

Modify your strategy for winning new customers

Identify existing and

new potential customers

Sage ERP X3 Advanced CRM forSage SalesLogix and Sage CRM

– High level integration with the Sage CRM Solutions: Sage SalesLogix and Sage CRM. The CRM integration is defined by a global CRM contract that standardises data shared with other applications in an agreed format. This integration is based on the Sage SData protocol.

Bidirectional synchronisation Contacts / Customers / Prospects

Unidirectional synchronisation for Products

Real time data views in Sage SalesLogix or Sage CRM of Sage ERP X3 documents (header and lines)

Sales Quotations - Sales Orders – Deliveries - Invoices Credits and Payments

A direct web access from Sage SalesLogix or Sage CRM to Sage ERP X3 Web client (IE)

for Sales Orders / Sales Quotations

Eliminate duplicate data

entry and inconsistencies

Real-time access to ERP data

Built on SDataframework

CRMERP

Sage ERP X3 Advanced CRM

Broadens the Sage ERP X3 Footprintwith Sage SalesLogix and Sage CRM

Reinforces customer investment in Sage ERP X3 integrated environment that brings together disconnected effective business processes

Sage ERP X3Back-office environment

Sage SalesLogix – SageCRMBack-office environment

B E N E F I T S • Get a complete view of your

customer interactions

• Drive sales opportunities through the sales cycle faster by automating your proven sales processes.

• Increase up-sell and cross-sell opportunities

• Increase productivity across the entire organisation.

• Access vital customer information anytime.

• Provide an exceptional customer experience

Notes

• SalesLogix: NA Ramp-up in progress– GA: December 2012– Demonstration: from November 2012

• Sage CRM– GA: H1-2013

V6.5 Briefing

Real-Time data feeds

Detailed views for specific transaction

SAGE ERP X3 EDM

V6.5 Briefing

EDM – a new Process in Sage ERP X3

Purchasing

•Quote•Orders•Invoices

Sales

•Delivery•Invoices•contracts

After sale

•Service request

•Customer returns

•Service manuals

HR

•CV/resumes•Employment Contracts

•Official returns•Payroll

Accounting / Financial

•Tax forms•Accounting management

•Online filings

Production

•Quality assurance records

•Technical documentation

•…

Simple to useFast to implementScalableMore secure

Sage ERP X3 EDM Solution

• Available to all Sage ERP X3 users- Access and attach documents from within Sage ERP X3

• Secure archiving of Sage ERP X3 outputs- Reports, documents, log files (PDF and ASCII formats)

• Automated archiving of batch Sage ERP X3 outputs- Invoices, statements, remittances…

Automated indexing of scanned documents- Can accept images from any external source - supports TIFF, JPEG, PDF

and BMP images

Sending documents by email automatically- And by EDD fax option too

Searching/Retrieving Documents- By attachment button or through the Sage ERP X3 Web portal

Audit trail

45

Sage ERP X3 report

documentPDF Document

Index fields

Productivity Cost savings Compliance Green Agenda Manage Legacy

documents

Sage ERP X3 version 6.5 contains

V6.5 Briefing

EDM

Sage ERP X3

EDM process into Sage ERP X3

EDM Widget Query research

of documents

Archive the documents

produced from Sage ERP X3

(Invoice…)

Archive Scan Process

Scan Documents Indexation usingbar codes

Ability to archive documents for non Sage ERP X3 users(drag and drop)

Deposit client

Capture Process

OCR solutionSupplier InvoicesIndex /Integration

Provides efficient archiving, control and monitoring of business documents

Ability to mail or fax documents generated by Sage ERP X3 (EDM not mandatory)

EDD Mailing & Faxing

Sage ERP X3 EDDAutomated emailing and faxing solution

47

By email By fax

Auto-email Crystal Reports outputinvoices, orders, etc

Auto- fax Crystal Reports output

invoices, orders, etc

Simple solutionFast to implementUses standard Crystal outputNo client software requiredOptional fax module (or fax via Exchange / SMTP Gateway)

Standalone solution

or included with Sage

ERP X3 EDM


Deposit Client option

• Drag and drop files, emails and attachments into EDM outside of Sage ERP X3.

Documents can be accessed from an advanced web-based portal as well as from Sage ERP X3.

Scan Station option

Enter PI details in Sage ERP X3 then Print out barcode labels

Scanned images are automatically archived against Purchase Invoice and

Supplier records

Receive Purchase Invoices from Suppliers

Stick barcode labels on Purchase Invoices

Use Scan Station application to scan new barcoded Purchase Invoices

• Documents scanned and indexed automatically using barcoded labels

Purchase Invoice Automation option

Receive Purchase Invoices from Suppliers

Purchase Invoice records are automatically created and scanned images are automatically archived

Invoice data extracted by OCR

Use Data Capture client to check and complete invoice data

Use Scan Station application to scan Purchase Invoices

• Optical Capture Recognition (OCR): the ability to capture invoice data

Example screen shot


Benefits

• Save time (filing, paper handling and envelope stuffing)

• Save costs (stationery, postage, storage space and accessories)

• Aid compliance and improve auditability (by automating filing and proving all documents are archived)

• Reduce carbon footprint (eliminating paper and physical distribution)

V6.5 Briefing

Summary• EDM and EDD: Global availability

• OCR availability– UK– NA– South Africa– France: Q4-2012– Others: Q1-2013

• Embedded ISV– Standard offer– Sage delivery– No connector required

• White box (OEM)• New pricing

– EDM includes EDD email– EDD standalone email & Fax

V6.5 Briefing

FURTHER ENHANCEMENTS

V6.5 Briefing

Verteego: REACH Compliance

• Sage ERP X3 is now connected to Verteego’s online REACH traceability platform.

• A dedicated, customisable connector is available in Sage ERP X3 to extract relevant articles and their suppliers, enabling data streams with Verteego’s online REACH traceability platform.

• An online platform, enabling importers, manufacturers and distributors to track substances of very high concern (SVHC) throughout the supply chain and consolidate the presence of hazardous chemicals in products.

– Gather REACH data from suppliers by electronic information exchange– Identify and track any unofficial or suspected SVHC in supplied products– Build custom lists of substances, which can be easily updated and managed– Build and maintain an SVHC audit trail that provides evidence of compliance to stakeholders

• Sage ERP X3 REACH connector is sold by Sage as an option.

• Regional ISV: Europe only

V6.5 Briefing

Benefits

• Reduce risks of non-compliance and minimise risk of supply chain disruption

• Reassure business stakeholders about the safety of supplied goods

• Minimise data collection & reporting costs (data sheets)• Implement a responsible purchasing strategy and a business-

driven environmental policy• Maximise ERP data

V6.5 Briefing

Enhancements

• Fixed Assets– Import and integration of fixed assets movements– Poland, Romania: Depreciation method (Enrich Core)

• Legal ‘Add-ons’ now in the Core: Q4-2012– Early settlement discount, Entering amount including tax (AP/AR)– North America, Germany

• Sales Tax reports and documents– North America

V6.5 Briefing

Sage ERP X3 V6.5 Pricing

• New Price List available from 24th October

• Please contact your Business Development Manager to obtaina copy

V6.5 Briefing

CONCLUSION

V6.5 Briefing

Sage ERP X3 goes one step further!Global management, Productivity, Flexibility& Collaboration

• Focus on productivity– Standard Edition– Extended ERP scope – Simplify international implementations

• Global management– More countries covered, Market expansion– Increased compliance

• Flexibility, visibility and collaboration– Connected Services– New features included– More value to the customers

V6.5 Briefing

Our Global WebsiteSageERPX3.com

Our UK WebsiteSage.co.uk/

Read our BlogSageERPX3.com/blog

Our CommunityOurSagePlace.com

Follow us on Twittertwitter.com/sageERPX3

Watch our YouTube Channelyoutube.com/SageERPX3Join our LinkedIn GroupSageERPX3.com/linkedinLike our Facebook PageFacebook.com/SageERPX3

Stay tuned and get the latest News:

Thank you

Sage ERP 1000 v4Russell SlaymakerSage ERP 1000 Product Manager

Version 4 & Roadmap

Russell SlaymakerOctober 2012

DisclaimerThis document is for informational purposes only and is intended solely to assist you in planning for the implementation and upgrade of the product

features described. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decisions.

The development, release, and timing of any features or functionality described in this document remains at the sole discretion of Sage (UK) Ltd.

© 2012

66

Session Overview

1. Background to v42. Sage ERP 1000 v4 Overview3. CRM Integration4. Sage Asset 10005. Roadmap 2012-2013 and beyond

67

CRM ERP

Core Business Platforms

Silos – StandaloneNot sharing data

Right info at the Right time = Improved EffectivenessHelps meet and exceed customer expectationsIncreasing pro£itable engagement

Sage 1000Road Closed for

UpgradesPassable with Care

Sage ERP 1000 v4 exists to address 3 main problems. Silo ERP and CRM data, Poor Customer Service and Legacy Design.

Silo front & back office

customer satisfaction challenges

Legacy Sage 1000

design

Value Proposition

For Sage Enterprise business partners and customers, Sage ERP 1000 v4 is an integration solution that uses a standard Sage endorsed integration protocol that allows business partners to easily integrate Sage ERP and Sage CRM.

This means that Business Partners and customers can use a simple, flexible and consistent approach reducing time to implement, costs and is supported by Sage.

This also means our customers have complete visibility and understanding of their customers and prospects throughout every customer touch point of their organisation which will in turn help to focus their organisation more effectively to target opportunities and increase revenue generation through more effective lead/business generation marketing activity

68

69

V4

70

• Sage ERP 1000 v4 is an ERP solution that can be used either as a standalone ERP system or as part of a system with an ERP solution that integrates with Sage CRM.

• The integration for Sage ERP 1000 v4 is loosely coupled, meaning the ERP and CRM application are installed and used separately. The integration allows key data items to be maintained in either application but reflected in both, it also provides enhanced functionality around key business processes.

• This is different from earlier versions of Sage 1000 (v2.2 and v2.3 releases) where a tight coupling merged the functionality of the two applications into a single user interface. The benefits of the loosely coupled approach are:– The integrated products can be upgraded independently so you can take advantage of

product development independently.– The integrated products can be licenced independently, users that only use Sage CRM

do not need a Sage ERP 1000 licence and vice versa• Synchronised, accurate, up to date data, providing a 360 degree view of your business

Sage ERP 1000 v4 delivers loosely coupled integration for Sage CRM, through a combination of Synchronisation, Pricing Service and customisation

71

Sage ERP 1000 v4 delivers loosely coupled integration for Sage CRM, through a combination of Synchronisation, Pricing Service and customisation

Handling Order Requests

Prospect orCustomer

Customer

Bidirectional SynchTrading Account Entity – Customer/Supplier (Name, Currency, etc.)Trading Account Child Entities – Customer/Supplier (Address,Tel,

Email, Web.)

Bidirectional SynchTrading Account Entity – Customer/Supplier (Name, Currency, etc.)Trading Account Child Entities – Customer/Supplier (Address,Tel,

Email, Web.)

CRM to ERPPerson Entity – Customer/Supplier Contact (single line)

CRM to ERPPerson Entity – Customer/Supplier Contact (single line)

ERP to CRMProducts, Warehouse, Units of Measure, Products & Prices –

Commodities, Location, Units of Measure, Updates to Price List

ERP to CRMProducts, Warehouse, Units of Measure, Products & Prices –

Commodities, Location, Units of Measure, Updates to Price List

Eliminate duplicate data

entry and inconsistencies

Real-time access to ERP

data

Built on SData framework

Handling Requests for

Quotes

• Difficulty in accessing current and historical asset data from the point of acquisition, through depreciation to the asset’s current state.

• Inability to import data from external files leading to lengthy data input processes and increased exposure to errors (through manual entry).

• Lengthy administration processes when entering new assets or when an asset has reached maturity.

• Inability to arrange hierarchies between assets.

• Lengthy auditing processes.• Inefficient and inaccurate reporting ability.• No ability to consolidate multiple registers.• Monitoring and keeping disparate systems in line with current legislation and regulations

72

A new fixed asset management module for Sage ERP 1000

Based on Real Asset Management’s flagship solutionProduct Pedigree:

– 1,500 clients installed across 70 countries– Suitable for all private and public sector verticals using Line 500 / ERP 1000– IFRS, SOX, Local GAAP compliant– Multi-company, multi-currency, multi-book, multi-lingual– Scalable – caters for simple and more complex requirements– Flexible depreciation methods– Modern user interface – Easy navigation and enquiry access– Supports parent/child asset hierarchies– Comprehensive standard and customised reporting and forecasting– Full audit trail

Integration with Sage ERP 1000:– Purchase receipts or purchase invoices can automatically create new assets– Transaction journal automatically posts debits and credits into the nominal ledger

Sage Asset 1000 is the only simple to use yet comprehensive fixed asset management solution that integrates seamlessly with Sage ERP 1000.

74

Sage Asset 1000 is the only simple to use yet comprehensive fixed asset management solution that integrates seamlessly with Sage ERP 1000.

• Track, control and record changes in a single database for ease of access to information and improved process management.

• Arrange assets in hierarchies and easily identify key dependencies between assets using preconfigured relationships for improved accuracy.

• Manage multiple transaction types and consolidate multiple registers.• User defined depreciation methods give your team access to information

that is pertinent to their role.• Comprehensive standard and customised reporting.• Manage assets over multiple sites, entities, companies and

currencies ensuring complete transparency so additional assets are only purchased when a requirement exists.

• Simplify the asset management process and comply with auditing procedures. Allows the customer to share asset information across multiple departments based on what is relevant to them.

• Asset accounting processes can be completely automated, saving time and increasing efficiency, as well as reducing staff levels that are required to manage assets from these departments.

• Ensures the whole asset life cycle can be managed, accurately and effectively, meeting customers simple and complex fixed asset requirements.

– Suez Environment– Fitness First plc– JC Decaux– Veolia Environmental Services– Dal Group– Bournemouth Transport– University Hospital Birmingham NHS Foundation Trust– Hargreaves Services plc

“Sage Asset 1000 has enabled us to prepare our asset records for our first external IFRS audit. The highly customizable options have enabled us to add and track valuable additional information on our assets.

The rollout and integration of Asset 1000 into the Sage ERP system was seamless and painless. The user interface is easy to use and reduced our staff training time to the minimum, with fantastic buy-in from the users. The reporting interface and output alone was worth the upgrade to Asset 1000. “

Paul van Marwijk, Sayga Corporate Finance Manager

Sage Asset 1000 is already making a difference…

76

• Over 140 bug fixes to date• Over 300 fixes by v4 SP2

• SEPA Compliant Data Entry• Extended Address Fields

• Sales Order Enquiries• Company Colour Tabs

• Accounts Receivable Reminder Letters• Server Side Printing

• Layout manager• Forms Migration Wizard

77

• Easier to Run SRD Reports• Excel specific report definitions

• Exporting and viewing data• Print bursting

• PDF Error Diagnostics• Data Export

Product Portfolio

78

The Future

The Future

79

2012 - 2013

Version 4.0Controlled release• CRM Integration• Sage Asset 1000• V3 SP enhancements

• Forms migration wizard

• Layout Manager

• Server Side Printing

• Accounts receivable reminder letters

• Print Bursting• PDF error diagnostics

• Data export

Q4 12

Version 4.0General release• SP 1• CRM 7.1g• MS SQL 2012• French and German form sets

Version 4.0• SP 2• Windows 8• CRM 7.2 ‐ Social Media, Mobile, Implementation Enhancements, Integration Enhancements, Client Side API, Ideas Hub Enhancements

Version 4.0• SP3• German Accreditation• Potential Connected

Service (TBC)• Migration and

integration tooling for replacement payroll

Version 4.0• SP4• Compliance

Q1 13 Q2 13 Q3 13 Q4 13

Sage ERP 1000 Roadmap 2012-2013

Version 3 SP4 SP5 SP6TBC

SP7TBC

PayrollRTI functional change

and prep docPYE & RTI

Payroll migration and integration

This roadmap is intended for use as a guideline and for information purposes only, and represents Sage’s current view of its product direction.

The Future

80

With an established core we will focus on delivering value through the broader Sage ERP 1000 Suite in particular CRM, Payroll, Reporting and Connected Services

Total Campaign ManagementCommunications ManagementMobility (iPhone, Android, Tablet)Social (LinkedIn, Twitter)

Interactive dashboardsSage E-marketingReport Charts

Investment in replacing existing functionality with

migration to best of breed Sage Payroll solutions

Takes advantage of enhancements from the

flagship payroll solution/s

Including all improvementsSage Report Designer**Roadmap tbc

Additional ISVsPotentially addressing

Stock ManagementOnline Payment

Sage SalesLogix v8What’s New OverviewDuncan WoodSage CRM Solutions Product Manager

Sage SalesLogixMarketing docs + plans

SLX v8 Collateral available from 3rd Oct on Partner Website

• SLX Brochure• Datasheets – Sales, Marketing, Customer Service, What’s New,

Advanced Analytics, Mobile• New YouTube Films – SLX for Sales, Marketing, Customer Service to

support Marketing role based campaigns.• Updated web site • What’s New Graphic (US dependent)• Screen shots• Collateral index• Trifold

Marketing Launch

• 2nd / 3rd October

DRAFT – Stand Advert

Dates

• High Quality Bar• Release Candidate phase• Release to Market

v8 Highlights

Fresh New Look

More Productivity

Dynamic Customizations

X3 More Mobile More Control

Sage Proprietary & Confidential – Content Subject to Change

Only the highlights..

• There is loads in v8..

Sawgrass (v8) Highlights

Fresh New Look

LAN Client

Web Client

More Productivity

Activities, Calendar & Alerts

Mail Merge

More Admin Tools

More Usability



More Mobile

Smart Layouts

Manage Recurring Activities

Support for Roles




Web or AA experience

Immediate Try/Test

Managed Sdata

Endpoints


Web Client Feature Overview


New Look

Sage Branding

Updated Icons

Streamlined UI

Usability

Scrollable grids in tabs

Contextually Aware Look up UI

Stay in Detail Mode when doing

a Look up

Checkboxes in list view

Improved User & Resource Look

up

Activities

Improved Schedule Activity

Dialog

Improved view history, add note, complete activity

Improved manage confirmations

View Availability –Free Busy

Location Support

LFL LAN configuration

options

Pop-up Alerts

Calendaring

Improved calendaring with

column view

See multiple team member calendar

items

Work week with configurable week

LFL LAN configuration

options

Pop-up Alerts

Dashboards

HTML5 Widgets

Configurable Item Limit for Charts

Administrator

Move/Duplicate Contact

Bulk Actions

Web Form Designer & Form

Manager

Improved Group Builder

Improved Manage Group Interface

Mail Merge

Allow customizations

User customized folders for mail

merge templates

Address label Improvements

Email to group

Default Lead Template

LAN Client Improvements

New Look

Modern UI visualizations

using Windows 7

New, Modern Icons

Modern toolbar visualization

Context Sensitive,

ribbon-ized Toolbar

Provides visual ‘pop’

Toolbar can be extended

Administrators have option to keep legacy

toolbar

Toolbar icons are context sensitive

Multi-regional

Support for Unicode

Activities

Resources can have a location

Mail Merge

Lead Mail Merge

Templates


Mobile Client Feature Overview

Activities & Calendar

Add/Edit recurrence info in Activity detail

Support for Events

View Recurrences

“Go to Date” button

Calendar Smart Layouts

Usability

New Date/Time picker control

Multi-select picklist support

“Clear Field” button

CRM Tasks

Add/Remove Opportunity

contacts

View/Add Ticket Activities

Accounts & Contacts

View Multiple Addresses

Multi-regional Address support

View Map in Separate

Browser while on a Desktop

Tools

Signature Capture Control

Server-side error log for

troubleshooting

SpeedSearch

Configuration

Support for Roles

Customization Improvements

Dojo Architecture


Platform

Frameworks

Dynamic Customization

Framework

.NET 4.0

Dojo Conversion from EXT

nHibernate 3.2

Job Server

Integration

SData Sync – X3, hybrid cloud

Data Safe Guarding

Data Safe Guarding &

Security features

Build & Deploy

VFS deployments vs. non-VFS deployments

Specialized Deployment

Support for non-Web Client Portals

Text Search

New SpeedSearch

Indexes

OS, Browser & DB

Microsoft SQL 2012 Support

IE 9 and FF10 Browser Support


Windows / LAN benefits•Highlights–Platform updates (SQL 2012)–Mobile improvements (more later)–Lead Mail Merge Templates–Support for Unicode–Fresh new look

Fresh new look


Windows 7 Features

• Thumbnails for each Entity

• Thumbnails are unique to entity type


Web Client Enhancements


Updated Account Detail View

Security Manager


Activities & Calendaring


Scheduling Activities


Activity Detail View – Availability


Calendar – Month, Week, Day View

Configurable Pop-Up Alerts


Update Multiple Opportunities


Analytics & Reporting

Dashboard• Widgets are HTML5 compatible except for

Funnel• On path for tablet compatibility


Crystal Reports

• 15 new reports

Mobile• It was already good..• It’s now better..

Activity Indicators in month view

• Activity indicator on days in Month View

• Selecting a day shows detailed items below month


Week View

• View each day• Bar links to day view• Scroll multiple days

• View events• Today goes to current

week


Smart Layouts

• Views adjust to landscape views to optimize usability and what you can see – good for tablets


Mobile – Enhanced Date Picker

• Simpler user experience


v8Design time power!!

Application ArchitectAction Designer

• Quick access to all scriptable form actions directly form the Quick Form

• Full scripting editor with many developer tools such as Intellisense & Search and replace

• Visual cues provide a way to inspect which controls have scripted actions

Customisations•Quick•Simple•Empowering

Form Manager


Web Form Designer


That’s just a taster..

v8 Highlights

Fresh New Look

More Productivity


X3 More Mobile More Control


Thank you

Suite PropositionTom Nolan

127

Agenda

1. Market Expectations2. The opportunities our Sage ERP ‘suite’ brings to partners3. Multi contact campaigns4. Benefits of Sales and marketing ‘influencers to sale’5. What our customers really think of Integrated CRM

MARKET EXPECTATIONS

128

Expectations of CRM Systems

Customer relationship management (CRM) is a is a business strategy with outcomes that optimize profitability, revenue and customer satisfaction by organizing around customer segments, fostering customer-satisfying behaviours and implementing customer-centric processes. CRM technologies should enable greater customer insight, increased customer access, more-effective interactions, and integration throughout all customer channels and back-office enterprise functions.

Gartner

129

130

Agenda

1. The opportunities our Sage ERP ‘suite’ brings to partners2. Market Place3. Multi contact campaigns4. Benefits of Sales and marketing ‘influencers to sale’5. What our customers really think of Integrated CRM

CORE ORGANISATIONAL BENEFITS FROM INTEGRATED CRM

132

Tasks

StaffFocus

Data

Four Core Areas that Benefit from Integration

ERP

Back of House

CRM

Front of House

Understanding the Challenge

Data Tasks Staff Focus

o Non-financialo Interactionalo Qualitativeo Largely

Unstructured

o Business Development

o Demand Creation

o Customer Service and Retention

o Saleso Marketingo Customer

Care

o Revenue Generation

o Outward Looking

o Collaborative

o Financialo Transactionalo Quantitativeo Largely

Structured

o Transaction Processing

o Budget Management

o CashflowManagement

o Reporting

o Financeo Admino Senior

Stakeholders

o Cost Controlo Performance

Measuremento Compliancyo Inward

Lookingo Insular

Process

Duplication

Verbal

Sign-Off

Department

Silos

↑ Admin

Cost

↓ Customer

Satisfaction

Crit

ical

Lin

k

Understanding the User - ERP

Prospects

Customers

Products

Price Lists

Sales Force • Manage prospects• Reference customers• Manage price lists• Set up quotes / proposals• Set up contracts

Quotes

Contracts

Sales Administrators• Manage customer database• Manage products database• Enter and track sales orders• Issue pro-forma invoices• Issue sales invoices

SOs

Invoices

Del. Requests

Stock Managers • Prepare orders• Process shipments• Track loans• Track customer returns

Stock Allocations

Shipments

Returns

PackagingJournals

Reminders

Accounts Receivable Accountants • Post invoices into accounting• Record credit notes / memos• Record customer payments • Customer reminders

Payments

Open Items

…

Understanding the Overlap - CRMCustomer Service

MarketingCustomer Service

Marketing

Prospects

Customers

Products

Price Lists

Sales Force • Manage prospects• Reference customers• Manage price lists• Set up quotes / proposals• Set up contracts

Quotes

Contracts

Sales Administrators• Manage customer database• Manage products database• Enter and track sales orders• Issue pro-forma invoices• Issue sales invoices

SOs

Invoices

Del. Requests

Stock Managers • Prepare orders• Process shipments• Track loans• Track customer returns

Stock Allocations

Shipments

Returns

PackagingJournals

Reminders

Accounts Receivable Accountants • Post invoices into accounting• Record credit notes / memos• Record customer payments • Customer reminders

Payments

Open Items

…

What are the customers saying?

138

What are the customers saying?

139

What customers get from Integrated CRM

140

WHY INTEGRATED CRM IS A NO-BRAINER

141

What is provided by Sage as part of Integrations

– Real Time synch of data– Cross application workflow (system and user driven)– Cross application reporting, mail shots– UI integration (display of ERP entities in CRM UI)– Common User Administration UI– Single Sign-on – Single Licensing mechanism – Re-skinning, Rebranding functionality

142

Mobile Access to ERP Data

143

E-Marketing to your ERP Customers

144

Sage E-marketing for Sage CRM

• Over 90 attention-grabbing templates out-of-the-box

• Simple 3-step wizard for rapid execution

• Smart-sending features

• Automated drip marketing campaigns with campaign filtering at each drip stage

• Open, click and bounce rate tracking with auto-feed of metrics directly into Sage CRM

• Rapid creation of groups from segmented prospect and customer lists

• Integrated telesales follow-up

MESSAGING INTEGRATED CRM TO CUSTOMERS AND PROSPECTS

146

SALES MESSAGING

147

Improve the productivity of your sales team

Sage CRM Functionality Business Value to Sales VP

Automated Sales workflow including the ability to easily run sales templates and sales processes

• No need to ‘reinvent the wheel’ for items like sales templates• Easily automate key processes

Exchange Server Integration including real-time synching of calendar, appointments and tasks

Full visibility of your sales team including automatic updating of calendar/tasks (including from mobile devices)

Sage CRM for iPhone v1.1 allows you to access & edit information from anywhere

Increase productivity while out in the field

360 degree view of your customer - sales, marketing and customer service

Complete customer information available quickly to help save time

Net Result: more selling time for your sales reps

Gain complete visibility of your sales functionSage CRM Functionality Business Value to Sales VP

Sage CRM v7.1 Interactive Dashboard to monitor your KPIs in one place including the ability to link gadgets and data drilldown

Proactively identify underlying sales trends and potential issues

Opportunity pipeline analysis bar Easily manage the different stages of your sales pipeline

Enhanced report charts for Sage CRM v7.1

Quick and easy to create to ensure accurate sales reporting

Net Result: Accurate sales forecasts and no surprises!

Optimize your Lead Management Sage CRM Functionality Business Value to Sales VP

Sage E-marketing for Sage CRM Increase lead flow for your sales team!

Automated lead capture with web to lead and email to lead

No more missed sales opportunities

Lead routing and alerts using Sage CRM workflow

Get the right lead to the right sales person quickly

LinkedIn integration: View LinkedIn users directly from Sage CRM

Ensure you target the right individuals from within companies

Net Result: Higher lead conversion and more pipeline

Increase the quality and quantity of leads

Sage CRM Functionality Business Value to VP Marketing

Sage E-marketing for Sage CRM: • 90 out-of-the-box templates• Simple 3 step process to create marketing campaigns• Creation of targeted groups for sales to follow up

• More quality leads for sales team• Accurate measure of the marketing budget

Integrated web to lead form and email to lead capability

• No more missed sales opportunities• Ensure every lead is accurately captured

Net Result: stronger pipeline for sales

MARKETING

152

Accurately measure Marketing performance


Sage CRM v7.1 Total Campaign management including campaign cloning, campaign workflow and budget over run alerts

Fully manage all your campaigns in a easy and efficient manner

Open, click and bounce rate tracking with auto-feed of metrics directly into Sage CRM

Quickly tell which campaigns are working and which aren’t

Sage CRM v7.1 Interactive Dashboard to monitor your marketing KPIs

Proactively measure KPIs and take action as appropriate

Track sales leads through to close Ensure marketing and sales are on the same page

Net Result: Increase your marketing ROI

Leverage the power of Social Media


Sage CRM for Twitter: Manage your Twitter communications directly from within Sage CRM!

• Help manage your online corporate reputation from within Sage CRM• View and update your company and other companies Twitter feeds• Search for tweets about any company/person from with Sage CRM

LinkedIn integration: View LinkedIn users directly from Sage CRM

Identify key executives to target in your upcoming marketing campaigns

Net Result: Integrated social media marketing

CUSTOMER SERVICE

155

Deliver a better Customer Service experience

Sage CRM Functionality Business Value to VP Customer Services

Sage CRM fully customizable Self Service portal

• Easy for your customers to log cases• Increased Case deflection for your agents • Higher Case handling volume from agents

Email to case capability that automatically logs a case

• Easy for your customers to log cases• Increased Case deflection for your agents • Higher Case handling volume from agents

360 degree view of customer from company/contact record

Ensure internal staff have the complete picture of customers

Net Result: Reduce cost and increase customer satisfaction

Deliver complete visibility of your customer service business

Sage CRM v7.1 Functionality Business Value to VP Customer Services

Interactive dashboards for monitoring KPIs’ including ability to link multiple gadgets for data drill down and all data on a single screen

• Improved service for customers • Access to real-time service information• Makes decisions faster and more accurately

Company level dashboards Get a real time snapshot of your key accounts ‘out-of-the-box’

Net Result: Reduce cost and increase customer satisfaction

Integrated Sage CRM helps increase employee productivity

Sage CRM v7.1 Functionality **(Integrated functionality varies according

to Sage ERP product)

Business Value to CXO

Integrated CRM & ERP delivers:Automatic 2 way synching between ERP and CRM

Information only needs to entered once by staffFull end-to-end view of customer data from quote to order!

Real-time ERP data views available in CRM

No need to chase/search for the latest information

Communication Management:Exchange Server Integration including real-time synching of calendar, appointments and tasks

Full visibility of your team including automatic updating of calendar/tasks (including from mobile devices!)

Interactive Dashboards give the ability to manage your workload from a single screen

Boosts productivity of all staff across the business

Net Result: Reduced cost and increased customer satisfaction

Sage CRM v7.1 Functionality *(Integrated functionality varies according to Sage ERP

product)

Business Value to CXO

Real-time data views and synching between ERP and CRM enables easy access to queries including:Account balance, invoice and sales historyopen sales orders, customers on hold, exceeded credit limit

Answer your customer queries faster

More effectively manage customers expectations

Integrated CRM & ERP workflow capability. Examples include customer on-boarding, self-service and credit management

Increased efficiency and shorter invoicing cycle

Integrated Sage CRM & Sage ERP helps deliver better customer service

Net Result: Reduced cost and increased customer satisfaction

WHERE NEXT FOR INTEGRATED CRM?

160

Taking Integrated CRM to the Next Level

161

Summary

Integrated CRM is a critical way that we can add value to our mutual customers businesses

162

Thank you

Enterprise Marketing UpdateNik Smith

Thank you

Thank-you from Bob Anderson

sage launch festival slide deck

Documents

hardware business

sage crmobjectiveto

sage saleslogixobjectiveto

latestversion of sage

mid market business

business services customers

business intelligence

processes business priorities