Sage Customer Relationship Management (CRM) Solutions Business Partner Sessions

Transcription

1 Sage Customer Relationship Management (CRM) Solutions Business Partner Sessions Sunday, August 12 9:30 a.m.-12:30 p.m. P-0163 Streamlining Any Sage ACT! Deployment Scenario: Before, During, and After Bring Your Own Laptop As a consultant, you know that customers have a variety of needs influencing the Sage ACT! solution you implement. Choosing the proper mix of Sage ACT! products and services will ensure you are providing exceptional value to your customers. Join experienced leaders of the Sage ACT! R&D team for a three-hour, hands-on walkthrough of the evaluation, installation, and configuration of various Sage ACT! 2013 products and services. You'll leave this session equipped to evaluate a customer's network environment and architect the optimal Sage ACT! mobile, web, and/or Windows solution. For those of you who love checklists, you'll also get a head start on your pre- and postdeployment checklists so you can streamline each deployment scenario presented. Sunday, August 12 1:30 p.m.-4:30 p.m. P-0191 Sage CRM: Troubleshooting Interactive Dashboards and Other Features that Depend on Apache Tomcat Join the Sage CRM team as they uncover the tips and tricks for a successful Sage CRM v7.1 installation and ensure you have all the Sage CRM features ready for demonstrating to prospects. You'll learn best practices and in-depth troubleshooting strategies for interactive dashboards and the Apache Tomcat server to ensure you avoid pitfalls in configuring Sage CRM for your next demonstration. Sunday, August 12 1:30 p.m.-4:30 p.m. P-0162 Getting Your Small Business Unstuck: An Interactive Workshop With Entrepreneur Barry Moltz An ACC Exclusive Opportunity! What you did to get your business where it is today is NOT what you need to do to get your business where it needs to be. Business growth requires different actions as the market changes. Join Barry Moltz, a nationally recognized expert on entrepreneurship, author, and host of Business Insanity Talk Radio, for a three-hour interactive workshop as he outlines several ways businesses get stuck, causing their growth to slow. Barry will show you how simple changes to these unproductive patterns can help your business flourish again. Specifically, Barry will dive into the topics of sales, marketing, social media, finance, personal productivity, managing employees, and customer service. Because Barry will spend time with several ACCs prior to Sage Summit, his content will be custom built for you! Monday, August 13 1:30 p.m.-2:30 p.m. P-0158 The Road Ahead: Sage ACT! Vision and Roadmap We've been working hard to make Sage ACT! 2013 our best release yet, and there's always more in the pipeline! If you want to know where we are today and where we're headed, then join senior members of the Sage ACT! management team for a keynote session covering the state of the Sage ACT! business, their vision of the product's future, and the roadmap of what's next. During this session you'll learn about market trends that are relevant to your customers and how Sage ACT! is

2 addressing these trends. This team will also share exciting product developments and commercial programs designed to drive revenue for your business. Monday, August 13 1:30 p.m.-2:30 p.m. P-0321 The Road Ahead: Sage CRM Solutions Product Vision and Roadmap Join General Manager Dan Wilzoch and senior members of the management team for a keynote session covering the state of the Sage CRM Solutions business and a look forward at the product vision and roadmap for Sage SalesLogix and SageCRM. During this session you will learn about trends affecting the Sage CRM Solutions market, how Sage is addressing these trends, as well as exciting product developments and commercial programs designed to drive revenue for your business. Products: Sage CRMSage SalesLogix Monday, August 13 2:45 p.m.-4:00 p.m. P-0378 Sage CRM: What's New in Sage CRM 7.1 and a Sneak Peek in Version 7.2 Attend this session and get fully briefed on the upcoming releases and Product Roadmap for Sage CRM. Get a detailed overview of some of the great new features planned for Sage CRM Cloud and v7.2, and get an insight into how Sage CRM is performing in the marketplace today. Monday, August 13 2:45 p.m.-4:00 p.m. P-0159 What s Hot Now: Sage ACT! 2013 Bring Your Own Laptop, Tablet, and Smartphone There's no better time than now to start mastering Sage ACT! 2013 with the product launch fast approaching! Join the Director of Product Management to learn how to successfully describe and position the new feature set, apply those features to address your customers' pain points, and confidently sell the value of an upgrade. Bring your laptop, tablet, and smartphone to learn how to set up a server-based Smart Task, access data in Sage ACT! Premium Mobile, and more. After you've practiced using these features and understand how to position them, you may even have an opportunity to show off your demo skills! Monday, August 13 2:45 p.m.-4:00 p.m. P-0207 Use Sage CRM Interactive Dashboards to WOW Your Customers Sage CRM now offers one of the best interactive dashboards available. In this session, you will learn how to use this dashboard in new and creative ways from simple additions like adding reports and lists to more complicated SData integrations that pull data from outside systems. All of these topics and more will be discussed in great detail. Did you know that the Sage CRM dashboard offers an API? Well, you soon will and also see examples of how to use it. Don't miss this session if Sage CRM interactive dashboards are of interest to you and your customers! Products: Sage CRM Monday, August 13 2:45 p.m.-4:00 p.m. P-0306 Sage SalesLogix 2012 Product Sneak Peek Focus on Trinity and Roadmap This is your opportunity to get a 'behind the scenes' look at what's coming next for Sage SalesLogix. We will guide you through the new features and functions, highlighting how the new capabilities, in terms of application, configuration, and access, lead to an improved ownership experience and increased productivity. Be the first to see all that's coming next with Sage SalesLogix.

3 P-0222 Delivering Compelling Sage CRM Demos Delivering a compelling demo to your prospects is the most fundamental part of closing the deal. In this session, you will learn what it takes to conduct a proper needs analysis, customize the Sage CRM solution, and deliver a powerful demonstration to win the sale. You will also discover the secrets a sales engineer uses to research prospective companies, gather the right data, and focus on the key product strengths in the boardroom. Don't miss this opportunity to learn what it takes to deliver a demo that your prospects will believe in. P-0320 Expanding Your Business Portfolio With Sage SalesLogix Cloud Whether you've already added Sage SalesLogix Cloud to your business portfolio or are considering jumping on the bandwagon, you won't want to miss this presentation. Join us for an informative session where we will discuss important topics to consider when incorporating Sage SalesLogix Cloud into your business model. There are business model considerations to take into account such as a recurring revenue stream. We will address how to sell and position Sage SalesLogix Cloud as well as the lifetime value of a customer and sustaining profitable customer relationships. We'll also discuss strategies for competing effectively and winning business in this market. 300 ERP [ERP Acccpac]Sage 500 ERP [ERP MAS 500]Sage ACT!Sage SalesLogix P-0381 Sage CRM: Sage E-Marketing for Sage CRM Are you confident showing your Sage CRM customers how to get the maximum benefit from the Sage E-Marketing for Sage CRM feature? Come to this session and see the details of how the integration works and how it can be extended to ensure your customers get the maximum information from Sage CRM and correctly target their marketing campaigns. P-0160 ACC Case Study: Applying Best-in-Class Value Selling Techniques to Sage ACT! Opportunities Interested in selling more Sage ACT!? We thought so! Join ACC Stacy Roach and key members of the Sage ACT! Sales Management team to learn more about best-in-class value selling techniques that will help you uncover your customers' true needs and then match those needs with the value provided by Sage ACT! 2013 and Sage Business Care. You'll learn to drive a value-based sales process that keeps you in control of the conversation and ultimately helps you solve your customers' pain points. With real-world examples about how to conduct a productive needs analysis that gives you ammunition to overcome price and other common objections, it'll be easy to put these techniques into practice when you leave Sage Summit. P-0161 Fundamentals of SQL Queries Bring Your Own Laptop

4 What do looking up data, running reports, or reviewing data in dashboards have in common? These are all queries! Behind the scenes, Sage ACT! is passing SQL queries to your database and retrieving data. Take this a step further and build your own SQL queries to pull different data into a dashboard or report! You'll learn what basic elements constitute a SQL query; how to write a few statements, including applying conditions such as the WHERE clause; and how you can use custom queries to get more information out of Sage ACT!. P-0310 Sage SalesLogix and the Social Space Best Practices for Customer Support and Business Growth Are you getting asked to be social? Find out why social media is all the rage, how you can use it to better understand and support customers, and how to leverage it to generate new business. In this session, we will explore some of the creative ways partners and customers are using Sage SalesLogix and social media to improve the customer experience and grow their business. P-0218 How to Sell Sage CRM Cloud or On-Premises Sage CRM Cloud or On-Premises--the choice is yours. Your customers' needs vary, and Sage CRM provides true deployment flexibility to help customers meet their business objectives. In this session, you'll learn about the various deployment options for Sage CRM, including selection criteria, and examine the key drivers for customers' decisions. You'll also explore the tools available from Sage that will help you be successful. This is a 'don't miss' session for Sage CRM partners. P-0246 What You Don t Know About Sage CRM v7.1 and What You Need to Know About Service Pack 2 Join this session for a review of Sage CRM v7.1 highlights and an in-depth look at v7.1 Service Pack 2 including multiple browser support and mail merge on custom entities. You'll also gain valuable insight into upgrading, installing, troubleshooting, and optimizing Sage CRM. Finally, you'll learn about Sage CRM resources available to maximize your investment. P-0164 ACC Case Study: Extending Sage ACT! and Getting Paid for It Don't miss this valuable opportunity to learn from your peers! Join ACCs Pete Fernald and Chuck Hogan as they detail how to successfully extend Sage ACT! and--more importantly--get paid for it! During this session you'll learn how you can leverage custom tables to automate existing business processes, integrate with accounting/erp systems, and extend account summary data to the web. You'll also receive tips on leading a project team, including developing effective needs analyses, quotes, and other pearls of wisdom from ACCs with real-world experience. P-0165 The Future of E-Marketing: The Rest of the Story

5 During 'The Future of E-Marketing' pre-sage Summit webcast, you learned about trends such as social media, the exploding use of smartphones, and other changes affecting e-marketing. We'll continue the story in this session as e-marketing expert Dan Ogdon from Swiftpage will quickly recap those trends and then show you how to leverage them by building effective drip marketing campaigns. You'll also learn how to apply your knowledge of e-marketing trends and Sage e- marketing for ACT! to sell more consulting services and subscriptions to your customers. P-0313 Grow Your Sage SalesLogix Business With Great Analytics, Great Mobile, and Great Integration Sage SalesLogix reporting and analytics, mobility, and integration are significant portfolio enhancements that can help you provide additional value to your customers. In this session, you'll explore the new features available with Sage SalesLogix Advanced Analytics, which comes with a full set of prebuilt content for Sales, Marketing, and Support, and you'll learn how to incorporate these metrics into your reporting needs. You will see Sage SalesLogix Mobile in action as it delivers rich CRM functionality across multiple mobile platforms through a customizable, browserbased application that is easy to deploy and manage. Finally, you'll see examples of integrated systems with Sage SalesLogix to take your implementation to the next level. P-0315 No One Wants a Generic Pitch! Know Your Sage SalesLogix Audience Today's market is competitive, and you need the right edge to help get you from proposal to close. You will have the competitive advantage when you understand that different industries require a different approach. You will learn how to research and find information on industries in your area. We will offer helpful guidelines to help you determine the industry or industries you should consider. P-0251 Sage CRM and the Competition A Look at the Competitive Landscape Join Sage CRM experts as they explore Sage CRM and the competition including SugarCRM, Microsoft Dynamics, Salesforce.com, and others. For partners selling Sage CRM, this is a unique opportunity to gain insight into countering the opposition's selling tactics and strategies. P-0256 Sage 500 ERP: Why You Need a CRM for Your ERP to Stay Out of the Alphabet Soup Panel Representatives from Sage SalesLogix and the Sage 500 ERP team will discuss the advantages of a fully integrated CRM solution as well as future plans for CRM solutions. You will improve your ability to position these solutions in our verticals for both increased sales and improved customer satisfaction. Products: Sage 500 ERP [ERP MAS 500]Sage CRM P-0387 Sage CRM: Sage CRM Exchange Integration Setup, Demo, and Optimization With the all new Exchange Integration in Sage CRM v7.1, customers now have some great new features that enable complete synchronization of calendar data from desktops, mobile devices, and

6 Sage CRM. This session outlines the new features and gives an overview of the platforms supported by this new feature. P-0763 Mid-Market and CRM: Ask the Execs Join our Mid-Market and CRM executive team in this town hall-style listening meeting. This is your opportunity to openly ask questions and provide feedback on Sage ERP and CRM products. 300 ERP [ERP Acccpac]Sage 500 ERP [ERP MAS 500]Sage CRMSage ERP X3Sage PFW ERPSage Pro ERPSage SalesLogix P-0166 Building Solutions that Win Deals and Keep Customers Hooked on Sage ACT! Your customers want solutions, not products. Using the Sage ACT! Software Development Kit (SDK), you can supply your customers with solutions tailored to their unique needs. Not a developer? No problem! During this session, you'll learn simple strategies that leverage the SDK to customize Sage ACT! and improve your customers' productivity. At the end of this session, you'll be armed with an assessment checklist that will enable you to quickly and confidently respond to customer demands that reach beyond basic Sage ACT! features and functionality. You'll also walk away with three or four coded samples ready for implementation. P-0169 ACC Case Study: Kick Up Your Consulting Business Become Your Customer's Social Media Go-to Advisor Social media is not just Facebook; it's so much more than that! Join ACC Pat Egen as she demonstrates how to assist your customers in developing a social media strategy and presence. During this session, Pat will outline key components of the big three in social media--facebook, Twitter, and LinkedIn--as well as other types of social media, such as YouTube, RSS, blogging, and microblogging. You'll learn how to increase your knowledge of the social media world and where to get more information, tips, and techniques. You'll also learn why blogs are a key component and how to gather information for blogs. Additionally, Sage ACT! includes features that allow you to leverage the application for your customers and their social media strategy. During this session, Pat will discuss real-world scenarios and outline how her business has turned these Sage ACT! features into a new practice that has helped her customers develop productive social media strategies. P-0316 The Sage SalesLogix Silver Bullets Competing in Today s CRM Market Join us for this informative session that explores today's CRM market and talks about the ammunition you need to win deals. In addition, we'll look at proven, effective strategies for positioning and demonstrating CRM in highly competitive opportunities. Finally, we'll review the latest sales tools that you will want to use in every presentation that will help you come out ahead. P-0317 Portals to Success Doing Business With Sage CRM and Sage SalesLogix

7 Join us for a live demonstration of the Partner Information System and Sage Customer Portal for both Sage SalesLogix and Sage CRM. We will show you how to successfully navigate the system to find the marketing and support information you need. In addition, we will walk through the marketing materials that are available to support your sales efforts and generate customer interest. The social space is a hot topic this year, and Sage SalesLogix and Sage CRM are both active in their individual communities as well as Facebook, LinkedIn, and Twitter--find out how you can join the conversation. Finally, there are a lot of new and informative training options to consider on Sage University, including new courses and partner certifications. Products: Sage CRMSage SalesLogix Tuesday, August 14 11:15 a.m.-12:30 p.m. P-0318 Sell More, Retain Customers Longer With the Sage SalesLogix-Sage ERP X3 Integration What do you get when you combine a full-featured CRM system like Sage SalesLogix with a powerful and robust ERP application like Sage ERP X3? The answer is simple: You get a better customer experience with more effective and efficient employees! Come join us to see the new and exciting integration between Sage SalesLogix and Sage ERP X3. Learn how this integration will help you to sell more Sage SalesLogix to your customers and make them happier. We will review the key features and demonstrate how they facilitate your business processes to create the best possible customer experience. Products: Sage ERP X3Sage SalesLogix Tuesday, August 14 11:15 a.m.-12:30 p.m. P-0395 Sage CRM: The Sage Integrations Your Feedback on the Best Features Now and in the Future In this roundtable session with your peers, be ready to bring your ideas to discuss the current CRM and ERP integrations with Sage Product Management. Tuesday, August 14 11:15 a.m.-12:30 p.m. P-0546 Sage CRM Social Media, Mobile, and the Next Generation Social CRM is a business strategy designed to engage customers in a collaborative conversation that provides mutually beneficial value. Join this session to learn how to implement a sound 'Social CRM' strategy within Sage CRM. Tuesday, August 14 11:15 a.m.-12:30 p.m. P-0170 Identifying Business Trends in Your Sage ACT! Database That Drive Action Go way beyond generating reports in Sage ACT!. If you're ready to take database analysis to the next level, this is the session for you! Using actual databases provided by your fellow ACCs, you'll see a live demonstration (no PowerPoint!) of how you can use Sage ACT! data to uncover actual business trends. Specifically, you'll learn how to access a table through OLEDB providers and use that information to access Sage ACT! data from Microsoft Excel. You'll also learn what tools to add to your business analytics toolbox and provide insight into your customers' own business performance, not to mention your own. Make sure you bring your thumb drive so you can leave Sage Summit with examples ready for use!

8 Tuesday, August 14 11:15 a.m.-12:30 p.m. P-0308 Sage SalesLogix: Personalization, Configuration, and Customization Meeting the TCO Demands of Your Customer Sage SalesLogix, in the cloud or on-premises, is a powerful CRM solution that is designed to be tailored to meet your customers' unique requirements. Join us for an interactive session where we will talk about the ways you can personalize, configure, and customize Sage SalesLogix for your customers. You will walk away with best practices to help you reduce the total cost of ownership for your customers while maximizing their experience with Sage SalesLogix. Tuesday, August 14 2 p.m.-3:15 p.m. P-0285 How to Build Your Business With Sage CRM A Panel Discussion of Top Standalone and Integrated Partners Join your fellow Sage CRM business partners as they share their Sage CRM experiences and valuable insights on selling and implementing Sage CRM in both an integrated and standalone environment. This session also includes an update from Sage North America CRM sales leadership to ensure you are fully up to date on all available resources as you build your business with Sage CRM. Tuesday, August 14 2 p.m.-3:15 p.m. P-0314 Learn How Selling a Quote-to-Cash System Within Sage SalesLogix Will Increase Your Business Mark Engelberg, founder and CEO of TimeLinx Software, Inc., will discuss how the concept and delivery of the 'quote-to-cash' capability can be used to increase sales and provide new messaging for your business. Mark will present the impact of having a seamless process that follows a customer lifecycle from lead capture through quote creation, delivery of work, and invoicing. You will learn how to discuss the value these capabilities provide as well as reference direct cost savings for customers by reducing the amount of time between quote generation and invoice. You will gain an understanding of how quote-to-cash can reduce staff redundancies, increase the scalability of a business, and significantly reduce the need for multiple applications and their associated costs. 300 ERP [ERP Acccpac]Sage 500 ERP [ERP MAS 500]Sage CRMSage ERP X3Sage SalesLogix Tuesday, August 14 2 p.m.-3:15 p.m. B-0168 Why Customer Service Is NOT Enough With Best-Selling Author Lisa Ford A CRM Solutions Exclusive Opportunity! Customer service alone will not lead to long-term survival. Customer loyalty, relationships, and experiences are the keys to a successful and profitable company. Join Lisa Ford, author of the best-selling business training series 'How to Give Exceptional Customer Service' as she outlines the 'new rules' to engage the customer, the tough questions you must ask, how to make service differentiate you, and the need to champion the customer-focused effort. Lisa has shared her statistics, stories, and strategies with Fortune 500 and companies of all sizes to help them keep customers loyal and enthusiastic. Lisa's practical ideas will make a difference for you, too, as you'll walk away with concepts that can be applied to your business immediately. Sage CRMSage SalesLogix