Jo Fuller Product Specialist Sage 1000 & CRM Sage UK

Jo FullerProduct Specialist Sage 1000 & CRM

Sage UK

What we are going to cover .....

•Sage 1000– Version 3.0 and Version 4.0– Demonstration– Feedback/Questions

2

Version 3.0• Refreshed UI• Standard reports

refreshed and editable• Lists and Actions• PDF output for all reports• Excel output – Standard

reports, Lists and SRD• Sage Report Designer• Intuitive Data Model• Layout Manager – Easy to

edit screens• Sage BI and Analysis

Service Cubes

Version 4.0• SDATA read only access

throughout - Excel query tool

• Choice of integrated CRM solution

• Customer Portal• Blended CRM & ERP data

in Dashboards• Real Time Views of ERP

data in CRM• CRM Integration Contract

Added Functionality• From Version 5.0 to

present Day 70 New projects

• Major Modules• Enhancements• Switchable

When you Upgrade to Sage1000

Sage ERP 1000 Version 4.0

CollaborationCost

Effective

Empowerment BusinessInsight

Extending Your Enterprise

6

Sage ERP 1000

Marketing

SalesManagement

Customer Service

Field Service Mgmt

Credit Control

CollaborationCost

Effective


Marketing

• Targeted marketing with “e-marketing technologies”•Access to years of ERP sales analysis to drive campaigns• Full lead to order fulfilment tracking• Link marketing activities to ERP order books•Support for social media integration•Blended management dashboards

7

CollaborationCost

Effectiveness



8

Sage ERP 1000

Marketing

SalesManagement

Customer Service

Field Service Mgmt

Credit Control

CollaborationCost

Effective


Sales Enablement

•Deploy real time ERP data to mobile teams•Real time quotation entry with pricing and product details in the field•Real time query of order history and back orders• Forecast management and consolidation•Sales trend analysis via ERP data in CRM dashboards •Real time credit control and management in the field via ERP data views

9

CollaborationCost

Effectiveness



10

Sage ERP 1000

Marketing

SalesManagement

Customer Service

Field Service Mgmt

Credit Control

CollaborationCost

Effective


Customer Service

•Deploy blended real time customer information to the web•Order queries and progression•Order entry (via quotation entry)•Product & marketing information delivery•Service level reporting•Complaint logging & management

11

CollaborationCost

Effectiveness



12

Sage ERP 1000

Marketing

SalesManagement

Customer Service

Field Service Mgmt

Credit Control

CollaborationCost

Effective


Field Service Management

•Real time access to all ERP data• Full product history available via real time views– BOM WOP, POP, SOP• Track and log all field based activities•Monitor and control SLA’s

13

CollaborationCost

Effectiveness



14

Sage ERP 1000

Marketing

SalesManagement

Customer Service

Field Service Mgmt

Credit Control

CollaborationCost

Effective


Credit Control

•Real time access to all ERP data• Full 360 view – True level of exposure – SL, SOP, Quotes & Pipeline•Credit approval process for new customers• Foster collaboration with the Sales function

15

CollaborationCost

Effectiveness



16

Sage ERP 1000

Marketing

SalesManagement

Customer Service

Field Service Mgmt

Credit Control

CollaborationCost

Effective



17

Sage ERP 1000

& CRM

Marketing

SalesManagement

Customer Service


Credit Control

CollaborationCost

Effective


ERP Reports &Docs

ActionableLists

ExcelSDATAFeeds

Sage ERP 1000 Version 3.0 & Version 4.0

Ship to Contacts in CRM

Can be printed onDespatch note inERP

CRM Data in ERP Reports

Standard Reports

User defined Reports

In Excel


20

Sage ERP 1000

& CRM

Marketing

SalesManagement

Customer Service


Credit Control

CollaborationCost

Effectiveness


ERP Reports &Docs

ActionableLists

ExcelSDATAFeeds

Actionable Lists with CRM Data


22

Sage ERP 1000

& CRM

Marketing

SalesManagement

Customer Service


Credit Control

CollaborationCost

Effectiveness


ERP Reports &Docs

ActionableLists

ExcelSDATAFeeds

SDATA Feeds available in Excel

What makes this possible?

24

Sage ERP 1000

Integration Layer

(Contract)CRM Data

ERP Data

Service

RTDV

APiS

Response

Request

ComplexRequest

SimpleRequest

CreateUpdateDelete

Synch Engine Advise CRM that something has changed and need updating

Integration LayerPacks/Unpacks MessageDirect Request/Response

XML Message LayerDocument Described by SDATA

Integration Layer

(Contract)

Synch Engine

Sage ERP 1000 V 4.0 Integration Technology

Version 3.0 and Version 4.0 In action

26

Version 3.0• Refreshed UI• Standard reports

refreshed and editable• Lists and Actions• PDF output for all reports• Excel output – Standard

reports, Lists and SRD• Sage Report Designer• Intuitive Data Model• Layout Manager – Easy to

edit screens• Sage BI and Analysis

Service Cubes

Version 4.0• SDATA read only access

throughout - Excel query tool

• Choice of integrated CRM solution

• Customer Portal• Blended CRM & ERP data

in Dashboards• Real Time Views of ERP

data in CRM• CRM Integration Contract

Added Functionality• From Version 5.0 to

present Day 70 New projects

• Major Modules• Enhancements• Switchable

When you Upgrade to Sage1000

Sage ERP 1000 Product Road Map

Jo Fuller

Product Specialist

June 2011

Release Schedule

•Version 3.0– July 2010

•Version 4.0– Sage SLX September 2011– Sage CRM September 2011– French and German formsets to follow

29

Sage Global Development Teams

Sage Development Teams Involved in Version 3.0 and 4.0 Sage UK Winnersh

Sage UK Newcastle

Sage Sales Logix – Scottsdale

Sage CRM - Dublin

In excess of 80 Man years

SDATA Key Strategy

SDATA - Technology

•What does this mean for you?

31

SDataSage 50 Suite

SDataSage 200 Suite

SDataSage 1000 Suite

SDataSage X3

CollaborationCost

Effective


Road Map Summary

• Enhancements to reporting to simplify common tasks

• Migration tools to increase cost effectiveness

• Enhanced task lists to improve user productivity

• Updates to CRM integration to support newer versions

• Ongoing CRM updates

• Enhanced MI• Flexible

deployment options for licensing

• More migration tools to increase cost effectiveness

• Integration to other Sage Payroll products

• Reporting improvements

• Integration tools for third party apps and data services

• Ongoing improvements to BI and reporting

• Additional usability enhancements facilitating user productivity and cost effectiveness

Innovative market led development:• More integration

to third party apps and data services

• Wider availability for remote and mobile users

• Ongoing usability improvements

• Continuing improvements to tasks and process execution

2012 Beyond2013 2014 Beyond

This document is accurate at the date of publishing, but due to the fast moving nature of the technology and business environments, delivery items, timescales and scope are subject to change without notice. Therefore this document does not form part of any contractual or other obligation on Sage.

© 2011

Retirement Strategy

• Line 500 Version 5.0 and earlier– Retirement announced for July 2012

•Statement on Later Versions– Announcement End of June 2011

34

Thank you

Documents

Jo Fuller Product Specialist Sage 1000 & CRM Sage UK