Get the most out of your Sage software

Transcription

1 Get the most out of your Sage software Sage 100 ERP and Sage 500 ERP Deborah Nelson, Sage 100 ERP Product Manager October 14, 2014

2 There are many pressing challenges running your business CEO Lacks timely information to make decisions. Struggles to gain efficiency and free up capital for growth. Sales Sales flatten from increasing time spent on customer issues and management tasks. Poor visibility into customers potential and stock on hand. Marketing Lacks customer insight to generate demand. Stocks out create poor e-commerce experience. Accounting and Payroll Spends most time on receivables and closing at the expense of accurate forecasting and cash flow optimization. Production/Manufacturing Loses productivity from poor planning and quality control. Poor visibility into production costs. Warehouse Excess inventory keeps growing, while still experiencing frequent stock outs from poor demand forecast. Purchasing Lacks visibility into costs and margins. Rushing orders by lack of accurate planning. Unpredictable suppliers performance.

3 Standard Business Maturity Curve

4 More than 50% of small and medium-sized businesses are trailing their competitors or at risk of falling behind Far Behind or Behind 41% 10% 13% Far Ahead One of several large Sage studies. 1,100 company owners and leaders reported their companies performance 4

5 How well is your company competing this year? Far Ahead of our competitors Our company is Ahead of our competitors About Even with our competitors Behind our competitors Far Behind our competitors at winning and keeping customers 5

6 Global API Significant differences between the top and bottom performing companies Far Behind or Behind 13% 10% Far Ahead Level of adoption of cloud and mobile services lower higher Global API Ratio of sales and service employees to total employees 5 out 10 7 out 10 6

7 SMB Adoption Rate Low A powerful new Cloud Maturity Curve emerged from our studies 62% Owners/Leaders are avid mobile users 95% High Owners/Leaders use mobility for business **Sage Survey (m=993) Indicates personal adoption

8 SMB Adoption Rate Personal use provides a foundation for Company adoption Low 7% 11% Company accepts payments anywhere* Company uses connected cloud services 57% Company uses cloud file sharing 62% 95% Owners/Leaders are avid mobile users High Owners/Leaders use mobility for business **Sage Survey (m=993) Indicates personal adoption

9 SMB Adoption Rate Low 1.4% 3.7% And, only a few companies have gone all the way 7% Company has hosted accounting/erp system Company relies on a cloud ERP/accounting system 11% 57% Company uses connected cloud services Company accepts payments anywhere* 62% Company uses cloud file sharing 95% Owners/Leaders are avid mobile users High Owners/Leaders use mobility for business **Sage Survey (m=993)

10 So, what does this mean to my company? 90% of companies are seeking to extend their solutions Unknown zone Too early to tell High impact zone 2x more likely to be Ahead of Far Ahead of competitors as winning and keeping customers than the high risk zone Very high risk zone many companies Far Behind and few Ahead of their competitors *mobile and traditional credit card acceptance **Sage Survey (m=993)

11 We re providing you the resources that you need to capture your cloud opportunity 90% of companies are seeking to extend their solutions Company accepts payments anywhere* Company uses connected cloud services Company has hosted accounting/erp system Company relies on a cloud ERP/accounting system Company uses cloud file sharing Owners/Leaders are avid mobile users Owners/Leaders use mobility for business *mobile and traditional credit card acceptance **Sage Survey (m=993)

12 Easy to calculate ROI services available now 90% of companies are seeking to extend their solutions Helping you, win, serve and keep customers Available Now Sage Mobile Sales Sage Mobile Service Sage Billing and Payment Sage Payments We are working on these services Sage Time Sage Secure Files Sage CRM *mobile and traditional credit card acceptance **Sage Survey (m=993)

13 A close up on the Sage Data Cloud a hybrid cloud model Sage Data Cloud connects Sage s ERP and accounting systems with mobile applications Sage s services and applications across devices Sage s ISV applications to the ERPs Data from Sage s ERP products to the cloud

14 Your business might need to change to grow more

15 There are many resources available to help you capture new opportunities CEO Lacks timely information to make decisions. Struggles to gain efficiency and free up capital for growth. Sales Sales flatten from increasing time spent on customer issues and management tasks. Poor visibility into customers potential and stock on hand. Marketing Lacks customer insight to generate demand. Stocks out create poor e-commerce experience. Accounting and Payroll Spends most time on receivables and closing at the expense of accurate forecasting and cash flow optimization. Sage Intelligence Sage CRM Sage Mobile Sales Sage CRM Sage CRM ISV solutions Sage Billing and Payment Sage Payments Warehouse Excess inventory keeps growing, while still experiencing frequent stock outs from poor demand forecast. Sage Inventory Advisor Sage Alerts & Workflow ISV Solutions Sage Time Production/Manufacturing Loses productivity from poor planning and quality control. Poor visibility into production costs. Sage Inventory Advisor ISV solutions Service and Sales Lacks visibility into costs and margins. Rushing orders by lack of accurate planning. Unpredictable suppliers performance. Sage Inventory Advisor Sage CRM Sage Mobile Sales

16 Mid-sized Distributor in Indiana Founded 25 years ago Meet precise customer requirements Develop lasting customer relationships Service, experience, dependability, relationship Has expanded twice, currently have 35,000 sq. feet warehouse capacity 12 users on Sage 100 ERP 2013 Sage 100 ERP 2013 Accounts Payable Inventory Management Accounts Receivable Purchase Order General Ledger Sales Order Bank Reconciliation Visual Integrator Credit Card Processing Fixed Assets Crystal Reports Sage Mobile Sales

17 Top FY-2014 Initiative for St. Joseph Packaging Needed to improve office efficiencies Excessive amount of effort required and paper used entering faxed orders. Wanted to increase Sales Revenue Too much time spent phoning in orders from customer sites Added Sage Mobile Sales Provided ability to process orders without paper! Salespeople can access inventory, process orders from customer sites Results Reduced paper use when processing orders Cut out errors made transcribing faxed paperwork 50% of order s from Top 10 Customers entered through Sage Mobile Sales Increased customer service and order accuracy More efficient salespeople producing more revenue up $400K in 6 months Increase in sales volume YTD of 16%

18 Founded in 1971 Leader in commercial and residential pipe hangers Prime manufacturing capabilities Superior product offering Over 800 SKUs Immediate shipping Allow customers to maintain minimum inventories 25 employees 5 users on Sage 100 ERP Sage 100 ERP 2013 Accounts Payable Accounts Receivable Bank Reconciliation Bar Code Custom Office Crystal Reports General Ledger Inventory Management Purchase Order Sales Order Work Order Visual Integrator Sage Inventory Advisor

19 Top FY-2014 Initiative for Warwick Hanger Lacked visibility into shortages Carry over 800 SKUs Orders are picked throughout the day Lacked visibility into shortages until it was too late to build more Long lead times from vendors in China Spreadsheet 3-month forecasting Couldn t account for seasonality fluctuations Sometimes had to purchase from competitors to meet demand Added Sage Inventory Advisor Dashboard enabled supervisors to easily see status Utilizes historical information and industry algorithms Results No more surprises or afternoon emergencies Order pickers have enough product on the shelf to fill customer demand All overseas orders go through Sage Inventory Advisor No shortages in the last 4 months

20 Sage 100 ERP

21 Sage 100 ERP Product Roadmap Delivering value in the Core, and integrated mobile and web Connected Services Sage Data Cloud* Sage CRM Online Sage Secure Files Sage Time 2015 Release Vendor Name Expansion PO History PO Copy From UI Scripting Level 3 Credit Card Processing AR Cash Receipts Flashlight Capture User Roles Keep Open for PO/SO Forms Amyuni Driver for Paperless Font Update for Crystal Performance Sage Data Cloud* ISV Enablement Budgeting and Planning Sage Fixed Assets Online 2016 Release Manufacturing and Distribution Improvements Drop Ship Improvements Easier completion of Purchase Orders Expansion of AR Data Fields DRM for Warehouses (Inactivate) Receipt of multiple orders on an invoice for PO & SO Paperless Office Improvements Extended Item Descriptions for Misc. SData Update *Subject to change

22 Sage CRM Online helps you close more and larger deals Sage CRM Online Sage CRM Online Hot lead from website just appeared! Prep for next customer meeting

23 Sage CRM Online paired with Sage Mobile Sales provides an ideal fully-integrated solution with your Sage ERP Sage Mobile Sales Sage CRM Online Fully prepared and ready to visit customer. Time to go close the deal! Build bigger orders Impress customers Real-time integration with Sage ERP What other deals can I close today???

24 Provides clear insight into salesperson productivity See how your reps are performing against their forecast

25 Sage 100 ERP Product Roadmap Delivering value in the Core, and integrated mobile and web Connected Services Sage Data Cloud* Sage CRM Online Sage Secure Files Sage Time 2015 Release Vendor Name Expansion PO History PO Copy From UI Scripting Level 3 Credit Card Processing AR Cash Receipts Flashlight Capture User Roles Keep Open for PO/SO Forms Amyuni Driver for Paperless Font Update for Crystal Performance Sage Data Cloud* ISV Enablement Budgeting and Planning Sage Fixed Assets Online 2016 Release Manufacturing and Distribution Improvements Drop Ship Improvements Easier completion of Purchase Orders Expansion of AR Data Fields DRM for Warehouses (Inactivate) Receipt of multiple orders on an invoice for PO & SO Paperless Office Improvements Extended Item Descriptions for Misc. SData Update *Subject to change

26 Angie Purchasing Agent

27 Sage 100 ERP - Purchase Order History Creation

28 Sage 100 ERP Purchase Order History Inquiry and Reporting

29 Purchase Order Copy From

30 Rachel Accounts Payable

31 Vendor Name Expansion

32 Brett Accounts Receivable

33 Flashlight added to A/R Cash Receipts

34 Brett IT Manager

35 We heard you! We added 50+ control, workflow and usability improvements in Sage 100 ERP 2015 Sales and Customer Service Column sorting (BR, AP, AR) Accounting and Payroll Warehouse Vendor Memo button added to main panel (outside folder region) in many dialogs Reverse Journal Entry Default for Third Party Print Full and Level Comments 3 Credit in Invoice Card Register Processing New warning message for when quantity shipped quantity packed Added Ship Via to Customer Ship-To Address dialog Large Employer --- ACA reporting Purchasing PO History, Copy From, and reporting options Vendor Name now 50 characters Select Invoices for Purchase Transfer Vendors Second preauth on credit card after first one has expired Custom UI Scripting RMA Entry from Sage CRM IT/System Admin Control exporting from ALE and grids Displaying SO Quote History Inquiry fields (Product Type & Line, Price Code) Color code border frame by company Salesperson Commission Report now has Pay Date as an option Detailed Activity Log for Module Setup Options

36 Sage 500 Product Roadmap Delivering value in the Core, Mobility and Cloud Connected Services Release EFT Receivables Reverse Memo/ Pymt Application SO # on Invoice Extended Sage Data Cloud* Sage Mobile Sales Sage Billing and Payments Sage Enterprise Intelligence 2015 Release Inventory Purge EFT Doc Transmit Multi Dist CM Cust Memo Notify Color-coded Company AP Vendor CC Clearing Sage Data Cloud* Sage CRM Sage Mobile Service 2017 Release Combined Posting Reports Purchases Clearing Inter-company CM Component Scrap Sage Data Cloud* ISV Enablement Project Files Budgeting / Planning *Subject to change

37 Laura Accounting Manager

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39 Christine Customer Service Rep

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44 John Production

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46 Summary Sage customers are constantly on the move and the way they do business is changing Both Sage 100 ERP and Sage 500 ERP are evolving to serve both your current and future needs Sage continues to work to provide you with the freedom to succeed

47 Our Vision To be recognized as the most valuable supporter of small and medium sized companies by creating greater freedom for them to succeed.

48 What new (to you) features/solutions did you hear about today? Questions or Feedback?

49 Take your business to the next level today Contact Socius: Contact Sage Product Managers: Deborah Nelson, Product Manager Sage 100 ERP Linda Cade, Product Manager Sage 500 ERP