Monthly Web Chat with Calvin O Driscoll. August 14, 2014

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1 Monthly Web Chat with Calvin O Driscoll August 14, 2014

2 Agenda GoToMeeting Housekeeping Sage 300 ERP Roadmap Sage CRM Roadmap Q & A

3 Housekeeping During the Webinar, all attendees will be muted and placed in listen only mode. I will open the lines during the Q&A session. If you have a question, you may also enter it in the chat window and I will answer promptly during the Q&A session.

4 Sage 300 ERP Roadmap Sage 300 ERP Roadmap

5 Improving the user experience

6 Refreshed data entry screens Overall screen size 30% larger Modern coloring and new icons Improved spacing and alignment

7 An easier way to use the product New interface Easily customize

8 Entered by Fields Modules completed Purchase Order Accounts Payable Accounts Receivable

9 Manage your licenses more effectively

10 Pop up Notes OE & PO Improve operations Items required Improve customer service Shipping Payment preferences Upsell Cross sell Promos

11 AP Vendors Statistics Utility Analyze year at a glance Identify anomalies Maximize discounts Compare YTD & prior years Easily spot trends Export to Excel for further analysis or charting

12 Inventory Control Min\Max Factors in seasonality, lead times and item costs Eliminate human error and reduces labor intensive calculations Import calculated minimum and maximum levels into IC for automatic production of POs for stock replenishment

13 Sage Data Cloud Sage Data Cloud is our technology which 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 Sage Mobile Sales Increase Revenue per Salesperson Upsell, Cross- Sell and Repeat Sales Visually appealing product catalogue Access to real time inventory information Take immediate payment on the spot

15 Sage Mobile Service Take payment on the spot Get customer approval Close work orders in the field

16 Sage Billing and Payment Click to pay Done Click Pay Receipt 16

17 Major announcements

18 Sage Enterprise Intelligence Self-Service, Comprehensive Business Intelligence An intuitive BI solution Sage Enterprise Intelligence designed to: Reduce time spent on business analysis and reporting. Empower any users to analyze and report on financial and operational data without needing assistance from others. Simplify and accelerate the distribution of relevant information across the organization, for coherent and better-informed decision-making. 18

19 Moneris joins forces with Sage Canada Moneris Joint venture between Royal Bank of Canada (RBC) and Bank of Montreal (BMO) Largest payment processor in Canada Processing more than 3 billion credit/debit transactions annually Payment processing is their core business Continual investments in innovation and data security

20 Sage 300 Online R1 Update Launching this week! Early Adopter Program +20 customers +40 users 12 NA active partners

21 Sage CRM Online + Sage Data Cloud.

22 What s next for Sage 300 on premise PU1 May14 Crystal Fixes Excel 2007 Import\Export Entered by Fields AP\AR PU2 August 14 User License Management Stats Tools IC Min Max IC User Interface modernization PU3 November 14 Pop UP Notes Persona VPF s Enhancements Stats Tools V Summit Performance Credit Card redesign Bank Rec GL post date GL entered by

23 Sage CRM Roadmap Sage CRM Roadmap

24 Sage CRM Roadmap 3 year view R R R R R R2 7.5 User Experience Customization Mobility Next gen UI &New navigation New desktop & mobile web UI themes Business accelerator for sales marketing Sage CRM Builder (P2) Client side API for custom entities Responsive Navigation iphone app v2 Android app New UX (core entities) Activity Management Business accelerator service & marketing Reporting Enhancements Sage CRM Builder (P3) Component Manager for Sage CRM Builder Server side API (P1) Full Responsive Experience Mobile apps New UX (non-core entities) Social UX Business accelerators Administration Mgr UX New visual workflow Mgr Server side API (P2) Mobile apps Integration On-premise quality and integration Sage Data Cloud Provisioning & Single Sign-on (NA & EU) V1 integration with SDC EU V1 integration with SDC NA On-premise quality and integration V1 integration with SDC EU V1 integration with SDC NA V2 integration with SDC EU V2 integration with SDC NA

25 Delivering on our vision Sage CRM 7.3

26 Sage CRM on premise releases Sage CRM 7.3 Sage CRM Sage CRM 7.4 Sage CRM Business Accelerator for Sales Sales dashboards, charts, alerts and workflows User experience and UI enhancements Mobile app for Sales (now on Android as well as iphone) LinkedIn for Sales Marketing (Mailchimp) Business Accelerators for Customer service and Marketing Customer Service and Marketing dashboards, charts, alerts and workflows User experience and UI enhancements Mobile app for Case mgmt Social enrichment Marketing Automation Ongoing commitment to product quality, on premise Sage ERP integration and the latest platform support sagecrm.com

27 Sage CRM 7.3: New look and navigation Fresh new look and navigation experience to drive productivity and user adoption Available as an optional theme Contemporary look and feel Note: conceptual screens displayed. Design in progress. Left hand navigation moved to top Navigation to areas of Sage CRM on the left hand side Actions (New/Find/Recent) on the right New icons and buttons

28 Sage CRM 7.3: New web theme Contemporary theme for mobile web users Unified customer experience across all smartphones and tablets Single theme for all devices so you can customise and deploy once, regardless of what devices your company use Uses latest mobile web development framework Support for Android, iphone, ipad, Windows 8, etc. Note: conceptual screens displayed. Design in progress.

29 Sage CRM 7.3: iphone app update Updated Sage CRM iphone app for Sales users with a range of new enhancements Ability to display custom fields for people and opportunities Add appointments & tasks Add phone contact as Person or Lead in Sage CRM Contemporary look and feel with updated menu Improved calendar layout Note: conceptual screens displayed. Design in progress.

30 Sage CRM 7.3: Sage CRM for Android New Sage CRM Android app so Sales users can access Sage CRM data regardless of location or network access Access to People and Opportunities records, including their recent Communications and Cases Easily navigate to recently viewed People and Opportunities Mark records as Favourites Record SMS, s and Calls as Communications in Sage CRM Add appointments & tasks Add phone contact as Company & Person or Lead in Sage CRM Ability to display custom fields for people and opportunities Contemporary look and feel with intuitive calendar layout Note: conceptual screens displayed. Design in progress.

31 Sage CRM 7.3: marketing choice Integration with Mailchimp to meet the needs of SMBs with simpler marketing requirements With the new Mailchimp integration, a Sage CRM user will be able to: Add an individual or a group of Sage CRM records (company, person, lead) as a subscriber in a Mailchimp list Create a new Mailchimp campaign, selecting a saved template in Mailchimp and the list to send it to Send the campaign and automatically add a communication record to the relevant records in Sage CRM View a list of sent Mailchimp campaigns in Sage CRM with the results of the campaign (opened, clicked, bounced, unsubscribed) Create groups based on the different responses, and update the mail preferences for subscribers who unsubscribed Continued availability of Swiftpage integration

32 Business Accelerator for Sales: Sales Dashboards Sales performance analysis Out-of-the-box dashboards for Sales reps and Sales directors KPIs and Leader boards Drill-down into charts for greater analysis

33 Delivering on our vision Sage CRM 2014 R2

34 Sage CRM 2014 R2 All new user experience Most exciting Cloud release to date with re-imagined user experience Entirely new, intuitive navigation Fresh new look styles, fonts, icons, buttons, charts, dashboards New features like, my profile, quick access bar, getting started page, administration menu Lots of new videos and click-through tour of the new navigation to get you up and running really quickly

35 Q & A

36 Contact Details: Calvin O Driscoll, ERP Practice Manager (800) ext. 419 [email protected] For support: [email protected]