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3/28/2017
1
For internal use only
Our Customer Segments
For internal use only
Category outline:
The accounting category helps start ups and small businesses to better manage their
finances – both in the office and when they are on the move. At Sage, we understand
that no two businesses are alike. Their goals, ambition, people, and leadership define
them. We celebrate these differences and understand that the technology needs of
each business is different.
Our broad range of solutions means we are able to satisfy the differing needs of our client
base, from helping them to manage inventory, deal with cross-border trade, or integrate
their finances with Salesforce. Sage has spent more than 30 years at the sharp end of
accounting, and today we provide over 3 million growing and ambitious businesses, with
accessible, intelligent accounting systems and tireless support – helping them to simplify
their business finances and achieve their goals.
Accounting category, related products & solutions by segment
START
UPSage One / Sage 50c
SCALE
UPSage Live / Sage 50c
ENTERP
RISE
N/A
ACCOUNTINGCategory summary
How this category helps our customers:
Our accounting category solutions help our customers to:
- track cashflow, using real time, anywhere technology
- create invoices
- manage tax returns
- manage the books, invoices and payments
- automate orders and manage inventory within one solution
- create a single consolidated view across all trading locations
- manage multiple currencies, financial consolidation
- automate key processes
- increase accuracy of reporting, and freeing the business from red tape
- stay compliant with legislation
Fact sheet series: Accounting category
3/28/2017
2
For internal use only
People & Payroll category, related products & solutions by segment
START
UPSage One Payroll
SCALE
UPSage 50 Payroll
ENTERP
RISE
Sage X3 People, Sage People
PEOPLE & PAYROLLCategory summary
Fact sheet series: People & payroll category
Category outline:
This category is about helping HR and Payroll people rise to their challenges not
just about selling them software. Having people engaged and effective is a key to
growth & productivity and Sage is able to support managing people & payroll.
Our solutions can help business owners, HR, Payroll and Finance teams move
away from manual, towards automated, self-service processes, enabling accurate
and up to date insight to improve employee productivity.
Providing the to analyse and interrogate employee data to spot and explain trends
and to predict and model different business scenarios and outcomes –in real time
and on demand
A modern, people-focused HR system provides the tools to enable this, freeing the
HR team to provide a more strategic, impactful service to the business.
How this category helps our customers:
Our People & Payroll category solutions help our customers:
- be informed on industry news & trends + solutions software capabilities
- nurture, grow, retain and hire people, saving time and improving performance
- manage the workforce
- improve HR productivity with automation and integration tools
- gain better workforce visibility - make informed decisions about total workforce
- manage performance including appraisals and talent management
- stay compliant with HR regulation
- digitise payroll to eliminate errors, improve security & accuracy & save time
- access business insights around payroll, workforce performance and more
For internal use only
Category outline:
The payments category covers the management of payments in & out solutions for businesses.
We are a payments provider built around small businesses.
Payments has product lines which enable our customers to accept credit cards, debit cards and
other means of payment from their customers so they get paid quickly and securely for their
sales:
• SagePay Pi eCommerce Payment Gateway – enables customers to accept credit,
debit and digital payments online over their website or app
• F2F Card terminals - Allow customers to accept debit, credit and mobile (i.eApple
Pay) payments in their physical outlets.
• Merchant Acquiring – The service of processing the card transactions for the
customer and settling the money owed from their customers into their bank account
(merchant account)
Accept or make payments products & solutions by segment
START
UPSagePay PI, F2F Card terminals, merchant acquiring
SCALE
UP
SagePay PI, F2F Card terminals, merchant acquiring
ENTERP
RISE
SagePay PI, F2F Card terminals, merchant acquiring
PAYMENTSCategory summary
How this category helps our customers:
• Whether it’s receiving payments online, in-store, over the phone or via suppliers,
Sage has it covered.
• Sage Payment solutions also plug into Sage Accounts & Payroll software so that
customers can grow with us. Sage helps businesses pay, get paid and manage the
movement of money with the support of innovative payments technology.
• Payments is a key enabler for businesses to be able to run and sell their goods /
services!
• Payments lets customers accept card payments where they want to sell – online,
instore or over the phone
• Get paid quickly and securely
Fact sheet series: Payments category
3/28/2017
3
For internal use only
Category outline:
Sage business management solutions are ERP for the modern business, designed to
adapt to your changing needs.
Sage business management products cover scale-up and enterprise cloud business
management solutions; integrating all of the core business process you need—from
procurement to manufacturing, warehousing, sales, customer service, accounting and
financials. Combined with versatile deployment (private cloud, partner-hosted, cloud,
and cloud enabled) and purchasing options, Sage covers full ERP functionality without
ERP complexity.
In short, Sage business management solutions make it easier to run your business
faster by reducing complexities and increasing usability
Business management solution category, products & solutions by segment
START
UPN/A
SCALE
UPSage 200 Extra / Extra Online
ENTERP
RISE
Sage X3
Business Management Solutions (BMS)Category summary
How this category helps our customers:
Our Sage BMS category solutions help scale-up and enterprise customers to:
• Serve customers better: increase employee responsiveness and accelerate
issue resolution with faster, simpler access to information.
• Leverage ready-to-use industry best practices
• Adapt to change and easily scale operations, wherever your business takes
you
• Get instant insight when you need it: self-service, mobile access to data
• Share a common, integrated view of the business: 360 view of operations. • Simplify reporting, increase adoption by users, simplify IT management
• Run your entire business faster (accelerate core business processes, end to
end).
• Stay lean / Reduce overhead costs
Fact sheets series: BMS category
For internal use only
Category outline:
Accountants and bookkeepers are experiencing such seismic changes in
their industry. Cloud technology is transforming the role from one of
managing the books, to financial and business advisor.
To remain competitive, and meet the needs of their clients, accountants
and bookkeeps must change. Sage helps accountants to reach their
aspirations – whether that’s to grow their practice, add new services,
provide better customer service or be more efficient.
Sage lets accountants stay firmly in control as their practices adapt to the
new era.
Accountant category, related products & solutions by segment
ACCOUNTANT
Sage Live
Sage One Partner Edition
Sage Accountant Cloud
Sage Match
ACCOUNTANTCategory summary
How this category helps our customers:
Our accounting category solutions help our customers to:
- offer their customers the very latest technology
- attract new customers to their practice
- free up time to focus on offering new services
- provide even better customer service
- better manage their practice - from time management to billing and
everything in between
- provide the best support for customers
- be a part of something bigger – a network of accountants, all under the
partner program where they’ll receive additional support to succeed with
Sage
Fact sheet series: Accountant category
3/28/2017
4
For internal use only
Summary overview – Sage One helps a customer: Sage has helped small businesses reach their aspirations for over three decades. Over 3 million
entrepreneurs use Sage to run and build their companies of all sizes around the world.
Sage One is the perfect online accounting and payroll solution for small businesses. It’s simple, efficient, and makes accounting a breeze, allowing business
owners to focus on what they love: building their businesses. The Sage One mobile and web apps help users complete daily to-dos (expenses, invoicing,
bank reconciliations), nail their numbers (get their accounting done right the first time), and run their businesses like pros (send custom invoices, see
insightful reports, collaborate with staff and accountants).
Simpler than spreadsheets, Sage One is the easiest, essential cloud accounting solution for small businesses.
What it offers and the benefitsFeatures Benefits
Mobile (free) and Web (paid) Apps All these features combine to provide these four benefits:
Integration with Pegg
Sales and Purchase Invoicing
Expense Management
Reports and Insight
Connect Your Bank
VAT Returns
Multiuser
Cashflow Forecasts
Cashflow Statements
Web, chat, and phone support
Segment Relevant
Start up Yes
Scale up No
Enterprise No
Sage OneProduct summary
Simple & Easy to Use
Get up and running fast with
Sage One’s intuitive interface.
No more spreadsheets as you
effortlessly track income and
expenses.
Breeze through admin
Get up and running fast with
Sage One’s intuitive interface.
No more spreadsheets as you
effortlessly track income and
expenses.
Run your business like a pro
Create and email custom
invoices from anywhere with the
mobile app and always know
where you stand with insightful
reports.
Collaborate and nail your
numbers
With accounting and invoicing
this simple, getting it done right
is easy. And you can work with
your staff or accountant directly
in the app.
Product fact sheet: Sage One
ACCOUNTING CATEGORY
Price Typical
Business Size
Fully
Online
Multi-
Currency
Number
of users
Sage One:
Start
£3 per
month
0
(Sole Traders)
a - 1 user
Sage One:
Accounting
£10 per
month
1-20
(Employees)
a Unlimited
Users
For internal use only
Summary overview - How Sage 50c Accounts helps a customer:
Sage 50c Accounts is simple to use, trusted and reliable accounts software that combines the power and productivity of desktop software with the flexibility
and automation of the cloud; giving Small/Medium Sized Businesses total control of their business.
With in-depth invoicing, order processing, inventory and reporting; Sage 50c Accounts is a powerful yet flexible solution that delivers fast, simple and easy
processing. All backed up with solid compliance, a friendly, award winning, expert support team and seamless integration with Payroll, Payments and
Microsoft Office 365.
Everyday a staggering 3.5m people around the world trust Sage 50c Accounts to generate over 12m invoices, worth over £1.9bn. For many of these heroes
of our global economy, they’ve built and grown their business around Sage 50c Accounts; and it’s been their trusted technology for many years.
What it offers and the benefits
Features Benefits
Simple, reliable,
trusted, compliant
accounting software
Sage 50c is the same tried, tested, reliable software that you’ve built your business around… just
better. Based on your feedback… we’re speeding up, automating and making easier the things
you use everyday. That’s smart improvements, without disrupting the way you work.
Powerful control over
your business
Get total control over your business and make better, faster decisions with smart, simple yet in-
depth performance dashboards & reporting, financials, invoice/order processing, inventory, taxes,
and cash-flow management.
Turbo-charge your
productivity
Take the pain out of running your business and focus more on what matters with a fast user
interface and effort-busting features like email integration, direct bank feeds, mobile apps,
document storage, and secure cloud-access.
Freedom to work how
you want
Work how and when you want, including real-time collaboration with colleagues and your
accountant, with secure cloud and mobile access giving you anywhere, anytime access to your
business data, performance, contacts, records, documents and key tasks.
Your Office… where &
when you need it
Office 365 is included with 50c; giving you the latest desktop & cloud versions of the Office apps
you love plus powerful collaboration tools like business-class email, 1TB cloud storage and
exciting communication tools like HD Video Conferencing.
What are the natural fit products which integrate with Sage 50c
Sage 50 Payroll
Sage PaySage Payments
Sage CRM
Segment Relevant
Start up Yes
Scale up Yes
Enterprise No
Product fact sheet: Sage 50c Accounts
Sage 50c AccountsProduct summary
ACCOUNTING CATEGORY
3/28/2017
5
For internal use only
Summary overview - How Sage Live helps a customer:
Sage Live is a cloud accounting solution that empowers business builders to achieve their ambitions by reducing the time spent on low-value tasks and
giving them actionable insights to help grow their business profitably. Sage Live is the most powerful, customizable, and cost-effective born-in-the-cloud
accounting solution in the market delivering a 360 view of your business and your customers. It saves businesses precious time, cut costs, achieve
compliance, and deliver prescriptive business insights no matter where they are.
By offering full integration with Salesforce and thousands of other business apps, Sage Live enables businesses to benefit from a single unified and up-
to-date source of information so they can more efficiently manage their business.
What it offers and the benefits
Features Benefits
Eliminates low-value tasks to save time
Automates data inputs from fragmented (and siloed) data sources to eliminate data errors
Makes it easy to access all financial-related information in one place
Let’s you stay on top of your business even when out of the office and on the go
Helps you plan ahead, delivers powerful insights
to run your business better and maximize
profitability Automates the entire order-to-cash workflow
Let’s you see a customer-level transaction history to understand who your best customers are
Improves the productivity of your Sales team, by
giving them the ability to process Sales invoices on the go and collaborate on team dashboards.
• A single view of the business
• Access all key data in one place
• Real-time decision making
• Live newsfeeds and notifications
• Analyze up-to-date client data, metrics, and KPIs at a
glance through customizable real-time scoreboards
• Multi-dimensional general ledger
• Reports and dashboards can be presented from
multiple perspectives like territory, team, project, etc.
• Personalize to suit your business
• Access key performance indicators that are most
important to their business
• Share and receive business information with teams
from any device (through Chatter)
• Global accounting
• Multi-lingual and compliant
Sage Live target customers
Segment Relevant
Start up No
Scale up Yes
Enterprise No
Product fact sheet: Sage Live
Sage LiveCategory summary
High-growth Services-based (ex: Consulting Firms), finance, insurance,
real-estate, technology, healthcare and non-profit organizations.
Salesforce CRM customers in the SMB segment
Outgrowing entry-level fixed accounting solutions such as Xero,
QuickBooks.
Ready to graduate from Sage One or move to a cloud solution from Sage
50.
Customer who want more flexibility around how they run their business
but don’t want expensive cumbersome enterprise software.
Demanding to do more while on the go and need a solution that works on
their mobile devices.
Spread across multiple locations and/or countries.
In need of an accounting solution that plugs into other cloud services.
The ideal company size is in the 10-200 employees range, though the product can scale higher as the company grows.
ACCOUNTING CATEGORY
Price Typical
Business
Size
Fully
Online
Multi-
Currency
Number
of users
Sage Live Call us on
0800 376
0000
10-200 a - Unlimited
For internal use only
Summary overview - How Sage Intelligence helps a customer:
Sage Intelligence has changed how Sage customers run their businesses, giving them insightful reports, dashboards and KPI’s at the click of a button. Gone
are the days of spending hour upon hour creating manual reports that are prone to errors. With the flexibility of Sage Intell igence, customers can get started
straight away with the ready-to-use reports, or they can create or customize additional reports once, and they are then always available going forward.
Now business builders have the insights they need to make informed business decisions with confidence!
What it offers and the benefits
Benefits
• Gain Control – Enjoy the freedom of customizing your reports and dashboards to suit your business needs.
• Save time – You only need to customize reports once.
• Take action – Use specific information to make smart business decisions and act on them.
Features (Sage Intelligence has a cloud and a desktop solution available)
Cloud Solution
• Interactive in-product guide and videos to get you started
• Ready-to-use financial reports
• Easily create custom reports from scratch
• All reports can easily be customized, saved and rerun
• Import and Export functionality allows you to share report
layouts with others
• Download online reports to Microsoft® Excel®, retaining
your online formatting
• Data load automatically loads your data for the current and
prior year, but you can easily change this as required
• Sage Live & X3 customers can filter reports on dimensions
Desktop
• Ready-to-use financial and operational reports
• Automated report distribution
• Familiar Excel viewing and tools
• Drag and drop reporting functionality
• Reporting Trees allow you to model a reporting
structure and view your organization how you choose
• Interactive dashboards
• Multi-company and multicurrency consolidation
• Able to connect to any ODBC database
• Easy filtering and roll-up summarization
Product fact sheet: Sage Intelligence
SAGE INTELLIGENCECategory summary
Sage start up, scale up and enterprise solutions looking for a day-to-day
reporting solution that can give them insights into their business, helping
them make more informed business decisions.
Sage Intelligence is embedded with:
- Sage One U.K and International (Coming soon for U.S. and Canada)
- Sage 50c U.K (Coming soon for U.S. and Canada)
- Sage Live
- Sage 300c
- Sage X3
Sage Intelligence is bundled with the follow Sage desktop solutions:
- Sage Pastel
- Sage 50
- Sage 100
- Sage 100 Construction
- Sage 300
- Sage 500
- Sage X3
Sage Intelligence target customers
Segment Relevant
Start up Yes
Scale up Yes
Enterprise Yes
3/28/2017
6
For internal use only
Sage One Payroll is the quick, easy, low-cost and worry free way to pay your employees
Designed for micro and small businesses with 1 to 25 employees
Perfect for payroll novices….with Sage One Payroll you’ll be paying employees in minutes whilst saving time and money
Features Benefits
Simple 4-step pay run - Effortlesly automate payroll
calculations and pay your employees in just minutesAll these features combine to provide these four benefits:
Print payslips, P60s and payroll reports for your
business. No need for special stationery.
Real time information (RTI) - Submit your PAYE
and National Insurance data to HMRC in just a
click.
Easy corrections - Sage One helps you prevent
and correct errors easily, just amend a previous pay
run and we'll handle the adjustments for you.
Workplace pensions made easy - We'll count you
down to your staging date, guide you through
preparation, then automatically assesses your
workers.
Seamless compliance updates with no software to
install
24/7 UK Based Phone & Email Support
Segment Relevant
Start up Yes
Scale up No
Enterprise No
Sage One PayrollProduct summary
Simple & Easy to Use
Get up and running fast with Sage
One Payroll – no need to be a
payroll expert. Regular pay runs
can be completed in four simple
steps, in a matter of minutes
Confidently Compliant
Sage has over 30 years payroll
experience, and 1 in 3 employees
in the UK are paid by Sage Payroll
solutions. You can be confident
you’re compliant with latest
legislation
Run your business like a pro
Pay your employees on time and
accurately. Communicate with
employees with professional
payslips and auto-enrolment letters
sent directly from Sage One Payroll
In control, wherever you are
You can access Sage One Payroll
and do a pay run online from any
device or location. If you need
support from your accountant they
can also access your data from
their own practice at any time.
Product fact sheet: Sage One Payroll
PEOPLE & PAYROLL CATEGORY
What are the natural fit products which integrate with
Sage One Payroll
Sage One
Sage Pension PlayPen
Sage Employee Benefits
Price Number of
employees
Online
Access
In-house
or
outsource
Multi-user
available
Sage One
Payroll
From £2.50
per month
Up to 25 a In-house -
For internal use only
Sage 50 Payroll is hassle-free payroll designed to support you in keeping your business productive, compliant and your employees motivated.
Designed for small businesses with 5-500 employees.
Sage 50 Payroll is the is the ideal solution for business owners, office managers, bookkeepers and accountants alike, who need to manage the payroll for
over 5 employees.
Features Benefits
HMRC compliance guaranteed: HMRC-recognised software ensures you
stay up-to-date and fully compliant with the latest payroll and pension
legislation, including workplace pensions – Auto Enrolment and RTI.
Optional pensions module also available.
All these features combine to provide these four benefits:
Taking care of your employees: you can securely store employee
information, efficiently manage holidays and record custom absence
types.
Get started quickly and easily: You don’t need to be a payroll expert, or
hire one to use it. It also integrates with Sage 50 Accounts and Sage
Payments.
Simple, online payslips: that can be accessed by your employees
anytime, anywhere and on any device.
Pay employees straight from your software: With Sage 50 Payroll and
Sage Payments you can pay employees direct from your payroll software.
Make sense of your data: Sage 50 Payroll includes a range of tools and
customisable reports to help you to make sense of your data, drill down
easily to the information you need and quickly spot mistakes.
Help and support from the experts: Even though our payroll software is
easy to use, we understand you might need a helping hand now and then.
Sage 50 Payroll is backed by market-leading support, giving you access
to our payroll expertise through webinars, chat, community and
telephone.
Segment Relevant
Start up No
Scale up Yes
Enterprise No
Sage 50 PayrollProduct summary
Simple & Easy to Use
Get up and running fast with
software to suit your level of
expertise. You don’t need to hire a
payroll expert for your small
business; and for a bigger business
with payroll/HR experts it will suit
your expertise and experience
Confidently Compliant
Sage has over 30 years payroll
experience, and 1 in 3 employees
in the UK are paid by Sage Payroll
solutions. You can be confident
you’re compliant with latest
legislation
Put your employees first:
Create confident, motivated
employees when you pay your
employees on time and accurately.
Your employees can access their
payslips directly from any device,
anywhere and anytime. Plus
securely store employee
information, efficiently manage
holidays and record custom
absence types.
Hassle-free payroll
Let our software do the hard work
for you, no matter how large or
complex your payroll is. Sage 50
Payroll automatically calculates
wages, allows for easy set-up and
customisable deductions. Plus the
complementary, compatible and
consistent products and services
available can help create a joined
up business view
Product fact sheet: Sage 50 Payroll
PEOPLE & PAYROLL CATEGORY
What are the natural fit products which integrate with
Sage 50 Payroll
Sage 50c Accounts
Sage Pensions Module
Sage Pension PlayPen
Sage Employee Benefits
Sage Online Payslips
Sage Payments
Price Number of
employees
Online
Access
In-house
or
outsource
Multi-
user
available
Sage 50
Payroll
From
£20.00 per
month
Up to 500 - In-house a
3/28/2017
7
For internal use only
Sage People is One single, scalable, and integrated solution to accelerate all HR processes across the organization.
Simple access to powerful reporting and analytics data, to maximize workforce hiring, retention and growth
Single database to manage dispersed employees while helping to ensure compliance globally
Features Benefits
Core HR:
• People management – store and analyze personal and work details including qualifications, skillsets and
mandatory training compliance
• Self-service portal – empower employees to manage and update their information.
Sage People can benefit your business by:
Payroll:
• Automated process – gain complete control over the payroll process to deliver accurate and timely
payments including reimbursements, accruals and advances
• Compliance – quickly navigate local laws and restrictions to ensure compliance with local tax rules and
regulations
Talent Acquisition:
• Resource planning – sync your hiring plans with real-time organization visibility, projection analysis, what-if
modelling and comprehensive reporting
• Recruitment – gain full visibility of talent pool and leverage multi-channel sourcing, social recruitment, job
board posting, Google search and post code radius searches
Talent Management:
• Talent management – identify, manage, develop and retain key people leveraging a full- featured talent
management toolset
• Performance management – support a wide range of frameworks, from simple real-time feedback and
instant recognition to formal goal-setting and performance reviews
HR Planning:
• Resource planning – create secure and multiple organizational models based on real-time business needs
and what-if scenarios
• Salary planning – reduce the time and complexity of compensation planning using external data for
comparative purposes, or let the system make recommendations for you
Sage PeopleProduct summary
Running your HR operations fastSimplifying your workforce
management
Flexing and adapt to your evolving needs and business scale
Product fact sheet: Sage People
PEOPLE & PAYROLL CATEGORY
For internal use only
Summary Overview: How can the Sage 50 Payroll Pensions Module help a customer?
What it offers and the benefits
Features Benefits
Assess your workforce & automatically enrol your eligible job
holders: Assesses against Automatic Enrolment legislation and
automatically categorises employees into Eligible, non-eligible
and Entitled job holders.
Automates the process, saving you valuable time. Without
the Pension Module you would need to run several reports to
get this information EVERY time you pay your employees.
Communication and Record Keeping: Workers must be advised
of all changes in writing to comply with legislation. The pension
module sends out the RIGHT letter for the RIGHT people at the
RIGHT time.
Saves time and eliminates the risk of mistakes. Ensures you
comply with legislation to avoid costly fines. The module
keeps records of all communications which you must keep
for 4-6 years.
Review your Pension Arrangements: Employers must have a
qualifying pension scheme in place by their staging date. You
can set up and manage an unlimited number of qualifying
pension schemes
Just a few clicks and the Pension scheme is set up saving
valuable time.
Contribute to workers’ pensions & pay your pension provider:
the module gives this information in the correct format.
The format will save you time and give you peace of mind
knowing your contributions will be accurate.
Automatic EnrolmentProduct summary
Product fact sheet: Sage 50 Payroll Pensions Module
Segment Relevant
Start up Yes
Scale up Yes
Enterprise No
PEOPLE & PAYROLL CATEGORY
Which products can the module integrate with?
Sage 50 Payroll
It allows our customers to understand and implement Auto Enrolment in minutes rather than months with the Pensions Module:
•Manage complex legislation
•Assess your entire workforce
•Automate data, payments and communications as specified by the Pensions Regulator
•Manage processes associated with your staging date
•Automatically send pensions data and payments
•Access Sage Pension Data Exchange
Other products and solutions available to help with your
Automatic Enrolment:
Local Training:
• Automatic Enrolment Seminar
• Sage on Site Support
• Local Accountants Training
• Auto Enrolment Seminars for Business Partners
Online Training:
• Remote Training
• Virtual Classroom
• On-demand Webinars
• E-Learning
• Online Accountants Training
• Online Business Partner Training and Accreditation
3/28/2017
8
For internal use only
Summary overview – How Sage Employee Benefits will helps a customer:
• SAGE Employee Benefits is a comprehensive package of products and services that bring additional
benefits to your employees, over and above their salary
• The benefits platform is intuitive, and easily accessible for small and medium sized businesses in the UK. It
works on desktops, tablets and smartphones – iOS notifications can be sent to employees with iPhones
• Sage Employee Benefits is designed especially for the SME market, works alongside Sage Payroll 50 and it
provides benefits that work how employees expect.
• Increase employee productivity
• Reduce cost of National Insurance for employer and Tax for employee
• Intuitive interface and can be accessed 24/7
• Fast to integrate so the customer can get up and running quickly
• No set up / upfront costs
• Monthly rolling contract no long tie ins and can change tier as often as needed
What it offers and the benefits
What product is required for Sage Employee Benefits
Sage Payroll
Segment Relevant
Start up Yes
Scale up Yes
Enterprise Yes
Product fact sheet: Sage Employee Benefits
Sage Employee Benefits (SEB)Category summary
PAYROLL CATEGORY
Features Benefits
Protection for accidental death Cover for the unexpected when you need it in the event of accidental
death
Mobile and web optimised interface Easy to use and available on all devices 365 days a year
Leisure & Holiday savings Savings for you and the family for the treats outside of work
Free confidential support 365 days a
year
Giving both telephone and face-2-face advice and counselling when
life throws one of it’s challenges
Employer system for MI Easily see where employees are saving and how the portal is used
Shop n Save discounts Access to high street discounts that aren’t available to the general
public which could save employees over £1,300 per annum
Please be aware, as the Sage Employee Benefits package contains
elements of insurance, it is a regulated product. This means the
package (just like Sage Payments) is regulated by both
the Prudential Regulation Authority (PRA) and the Financial
Conduct Authority (FCA).
As this is a regulated product there are some things you are unable to
do unless you are accredited to sell SEB, you are unable to do the
following :
Make recommendations or advise as to whether the product meets
the customer’s needs
Talk about specific features within hospital plan, accidental death &
dismemberment plan
Discuss pricing, special offers or discounts
If the customer requires more SEB specific information, transfer them
to the dedicated SEB team.
Cross sell question :
Do you have any kind of Employee benefits package / rewards that you
provide above employees salary?
For internal use only
Summary overview - How Online Payslips help a customer:
With Sage Online Payslips, we are helping our customers by removing a potentially time-consuming process of producing payslips manually, and
offering them a completely flexible, easily accessible and time-saving solution.
By hosting employee payslips online, you no longer need to spend time and money printing and posting your payslips. Instead, you can simply upload
and publish your employee payslips on our secure portal, which can be accessed 24/7.
What it offers to Employers and the benefits
Features Benefits
Automated payslips Remove the manual process and costs associated with the
printing and posting of payslips
Seamless integration It’s part of your payroll product, with the flexibility to access
payslips anywhere, on any device
Securely hosted with 24/7 Access Peace of mind that your employee payslips are hosted securely
online, and accessible anytime / anywhere
Payslip History Quickly and easily manage historic payslips queries – you can
even upload old payslips* to the online portal (* counts towards
Online Payslips allocation – check subscription)
Communication Important messages can be sent out to all employees via portal
Verification Employers have option to check payslips prior to publishing
Environmentally Friendly Be more green by reducing carbon footprint
What are the natural fit products which integrate with Online Payslips
Sage 50 Payroll
Segment Relevant
Start up Yes
Scale up Yes
Enterprise No
Product fact sheet: Online Payslips
Online PayslipsCategory summary
PEOPLE & PAYROLL CATEGORY
Features Benefits
24/7 Access Employees’ payslips are available to them quickly
and easily via PC, mobile or tablet
Self Serve Employees no longer need to request duplicate
payslips from the payroll department, they can self-
serve instead
What it offers to Employees and the benefits
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For internal use only
Summary overview - How SagePay Pi helps a customer:
SagePay Pi enables businesses to accept credit and debit card payments from their customers on the web, mobile or over the phone.
With market leading integration into their website, it lets our customers control the flow of their checkout, creating a great user experience for their
customers and increasing sales conversion.
• Increase customer conversion for their online sales
• Reduce the burden and cost of PCI compliance, the management of customer card data
• Create awesome customer UX for their online store
• Fast to integrate so the customer can get up and running quickly
What it offers and the benefits
Features Benefits
Two types of integration with In-form and drop
in checkout
Designed for developers, the two integration options
give customers the flexibility to design a great UX,
quickly with a higher level of control
Mobile and web optimised payment pages Enable customers to sell over the channel of their
customer’s choice, so they don’t lose sales
MySagePay (Back end admin and reporting
tool)
Simple to use and saves time in management of
payments
Accepts all major payment types (Visa,
MasterCard, Amex)
Never lose a sale by ensuring our customers can
accept all the cards their customers choose to use
Tokenisation (Enables one click payments –
think Amazon buy it now button)
Increase customer conversion and, ultimately, online
sales
Virtual terminal (process sales over the
phone)
Process over the phone payments included in the price
for the eCommerce gateway
What are the natural fit products which integrate with SagePayPi
Sage One, Live, 50c, X3 (excludes Sage 200)Sage Payment solutions also plug into Sage Accounts & Payroll software
Segment Relevant
Start up Yes
Scale up Yes
Enterprise Yes
Product fact sheet: Sage Pay Payment Integration (PI)
SagePay Pi (E-commerce payment gateway)Category summary
Other products and solutions available from Sage Pay:
Payments has product lines which enable our customers to accept credit cards,
debit cards and other means of payment from their customers so they get paid
quickly and securely for their sales:
• SagePay Pi eCommerce Payment Gateway – accept credit, debit and digital
payments online over their website or app.
• Face to face (F2F) Card terminals - Allows customers to accept debit, credit
and mobile (i.eApple Pay) payments in their physical outlets.
• Merchant Acquiring – The service of processing the card transactions for the
customer and settling the money owed from their customers into their bank
account (merchant account).
PAYMENTS CATEGORY
For internal use only
Summary overview - How our F2F Card terminals help customers:
Our suite of face-to-face card terminals enables our customers to accept card payments in-store and on the move, securely and quickly. From simple terminals
which sit separately from their till systems to terminals which connect and integrate with their instore ePoS, we have a product to suite each customer’s
business model.
• Speed up payment in-store with contactless, Apple and Android pay
• Easily get up and running with software which integrates into their till systems in a matter of days, or for small merchants, use a plug and play
terminal
• Our terminals can link into to all the major card processors so customers can choose who they want to use, including us
• PCI compliant solution so customer card data is full protected
What it offers and the benefits
Features Benefits
Stand alone terminals which connect by plugging into an internet
connection or phone line (Start up & Scale up)
Easy to get started and quickly take card payments. No need for sophisticated till software
Integrated terminals (Scale up and Enterprise) into the customers till
system
Manage the payments through the till, reducing errors and time taken to pay and works with most major till
software, easily integrating into their ecosystem
Contactless, Apple Pay and Android Pay Speeds up payments instore
Accepts all major payment types (Visa, MasterCard, Amex, Diners, JCB) Never lose a sale by ensuring our customers can accept all the cards their customers choose to use
Dynamic currency conversion and tax free shopping Drives more sales from international visitors as they have option to pay in their home currency and reclaim tax
Countertop and Wireless terminals Option of terminal types to suite their business – countertop for retailers, wireless when they need to take payment
to the customer (i.e. restaurant)
Product fact sheet: Face-to-face Card TerminalsFace-to-face Card TerminalsCategory summary
Segment Relevant
Start up Yes
Scale up Yes
Enterprise Yes
PAYMENTS CATEGORY
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For internal use only
Summary overview - How our Merchant Acquiring helps customers:
Merchant acquiring takes the card transaction at point of sale, processes it (authenticates the transaction) and takes the funds and deposits them into the
customers merchant bank account, which will then settle into their main bank account. It is core to enabling customers to accept card payments from their
customers
• Reliable, secure and fast, customers get their funds within 3 days
• Unlike competitors, we have no hidden fees so customers know exactly how much they’ll pay for their merchant acquiring
What it offers and the benefits
Features Benefits
Process all major payment types (Visa, MasterCard, Amex, Diners, Union Pay) Never lose a sale by ensuring our customers can accept all the cards their customers choose to use
Processing for F2F, online and phone transactions The card processing covers all the channels our customers do business
Fast on boarding- streamlined on boarding process so can be within 24 hours Get up and running fast
No minimum activity fee Small business know they wont be penalised for small / no activity
No hidden fees Customers know exactly how much they’ll pay with no nasty surprises when then get their bill
Product fact sheet: Merchant Acquiring (Card Processing)Merchant Acquiring (Card Processing)Category summary
Segment Relevant
Start up Yes
Scale up Yes
Enterprise Yes
PAYMENTS CATEGORY
For internal use only
Summary overview - How Sage 200 helps a customer:
For customers seeking a powerful solution to enhance visibility, improve integration and grow their business. Able to manage complex processes across
all departments (Finance, Operations, Sales, Payroll & Payments) with affordable payment options. Online or on premise solution available. Sage 200
offers customers a complete view of their business performance across front and back office, delivering complete end-to-end visibility and data they can
trust. Our flexible range of solutions are easy to use, highly adaptable and deliver the insight that customers need to run and grow their business.
Ideal for 10-200 employees and up to 50 users. With automating work-flows and business wide, market leading software, you can work faster and smarter
with seamless connections between all departments and ensuring your business runs smoothly and effectively.
What it offers and the benefits
Features Benefits
Get key business insight Improve your financial and operational performance with quick and
easy access to detailed reporting and key business insight.
Complete view of your customers With a complete view of your customer activity, you will gain
enhanced business insights and increase the productivity of your
team and grow your business.
Use visibility to drive profits Use real-time information about the volume and value of trade in
your company to identify sales patterns and cross-sell opportunities
Business-wide, market leading software A single desktop solution to manage complex processes across
your entire business.
Automating work-flows Work faster and smarter as automating work-flows seamlessly
connect all departments, ensures your business processes run
smoothly and efficiently.
Easily customisable solution Easily customisable to fit the needs of your business. You’ll get
direct support from Sage, complimented by our national network of
Business Partners
What are the natural fit products which integrate with Sage 200
Sage 200 Range includes:- Sage 200 Standard online
- Sage 200 Extra
- Sage 200 Extra Online
Integration with:- Sage Payroll
- Sage Pay
- Sage CRM (Extra only)
- Various 3rd party applications
available through business
partners. Excelerator and Sage
Inventory Adviser available on
the Sage price list.
Segment Relevant
Start up NO
Scale up YES
Enterprise NO
Fact sheets series: Sage 200
Sage 200Product summary
BMS CATEGORY
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For internal use only
Summary overview - How Sage CRM helps a customer:
Sage Integrated CRM solution connects directly with Sage Accounting solutions such as Sage 100, 200 and 300
It provides full visibility to business owners and managers of their business by connecting their front office with their back office.
Sage Integrated CRM is highly adaptable with its modular solution and its unique CRM modules for Marketing, Sales and Customer service
By connecting Sage CRM with Accounting, Sage customers are empowered to grow their business as they
1. Enable their teams to provide superior customer service & increase customer satisfaction by up to 25%
2. Empower their business to sell more efficiently and market more effectively with efficiency gains of 60% and plus
3. Drive productivity by automating day-to-day business processes so they spend less time on administrative tasks leading to a productivity uplift of >40%
4. Bridge information gaps between departments with enhanced visibility impacting the bottom line positively with Sage customers stating incremental revenue growth of 60%
What it offers and the benefits
Features Benefits
Case management and tracking with automated alerts and emails
ensure that customer service issues never fall through the cracks.
Improved customer service by providing companies with the tools
they need to manage their customers and prospects efficiently,
driving customer loyalty and retention.
Automating work-flows that seamlessly connects one department to
the next ensures your business processes run smoothly and
efficiently.
Greater productivity With accurate information across the
business (front and back office) business managers can be
confident that they are acting on data they can trust at all times –
one version of the truth.
Sales Force Automation functionality allows you to effectively
manage your sales team and gives complete pipeline visibility.
Enhanced visibility Business-wide visibility enables managers to
make informed decisions, take corrective action and grow their
business effectively
With an integrated solution, you will be able to create targeted
campaigns based on customer information and deliver a better
return on your marketing budget.
Business growth Increased sales and marketing revenue through
focused sales management and campaign management.
What are the natural fit products which integrate with Sage CRM
Sage 200
Segment Relevant
Start up No
Scale up Yes
Enterprise No
Sage integrated CRMCategory summary
Product fact sheet: Sage Customer Relationship Management (CRM)
CRM CATEGORY
For internal use only
Market positioning / sales messages about the product
Positioning Theme: ”Drive your Business growth” - The target market is both existing and new BMS customers across all industries. The market opportunity exists for both cross-sell
(as integrated Sage CRM) and upsell (as integrated Sales, Marketing, Service BMS modules) to existing Sage customers and to new Sage customers.
Sales messages
1. Our solutions bring together business, finance and customer information for a complete view of your business performance across front and back office.
2. With reliable sales information available at a glance, you can be assured you are acting on the right information at all times.
3. Data you can trust and the visibility you need to make crucial decisions that have a big impact on your business.
4. Be confident that your customers are getting the answers they need when they need them.
5. With better insight, you know where your business stands and have the visibility to make the right decisions and grow their business.
6. With the right processes in place across your sales, marketing and/or service departments, you can be confident they can scale their business effectively as they grow.
7. Leverage your existing Sage BMS investment across your business, for increased ROI, and a lower TCO than disparate, multi-vendor systems, saving you time and money.
How it compares to other market offerings
Why this is better than a competitors Is this unique to Sage product?
Extension of Sage BMS Integrated CRM/integrated modules are an extension to your Sage BMS
investment, driving increased ROI, and a lower TCO than disparate, multi-vendor
systems.
Trusted Brand For over 30 years our customers have been using Sage BMS to run their finance
operations. Sage BMS Sales, Marketing and Service modules or integrated CRM
is the clear choice for your sales, marketing and service needs as your business
grows.
End-to-end visibility Offer customers a complete view of their business performance across front and
back office and delivers one version of the truth – data you can trust
Flexible choice Choose from fully-featured integrated CRM or Sage BMS Sales, Marketing,
Service modules to suit your business needs
One Sage Solution With Sage, you benefit from a single provider that can help manage your entire
business (front and back-office) saving you time and money
What are the natural fit products which integrate with Sage
CRM
Sage integrated CRMProduct summary
Sage 200
Product fact sheet: Sage CRM
Segment Relevant
Start up No
Scale up Yes
Enterprise No
CRM CATEGORY
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For internal use only
Solution positioning
Sage X3 is changing how midsize enterprises compete and grow,
by delivering faster, simpler and flexible business management,
at a fraction of the cost and complexity of typical enterprise ERP
systems. From procurement to warehousing, production, sales,
customer service and financial management, it introduces a better
way to manage the entire business, on a global scale.
Segment Relevant
Start up NO
Scale up NO
Enterprise YES
Key benefits Supporting features
A solution to accelerate
the entire supply chain
The integrated management of financial, purchasing, inventory, marketing, sales, and customer
service processes.
A solution for more
flexible manufacturing
processes and capacity
The flexible management of production processes (ATO, MTO, CTO, MTS) from planning and
scheduling to quality control, incl. extensive traceability from the procurement of material &
ingredients to shipping the final goods
A faster way to manage
distributed and global
operations
The management of multi-site, inter-company financial and operational flows, the management
of international transactions, consolidation of foreign operations, financial reporting and global
compliance, with one cohesive system.
Faster insight and
flexible data management
The consistent monitoring of performance and costs across the entire business, and powerful
analytics in real time.
A simpler Cloud and
mobile solution
The full access to the solution as service in the Cloud and on mobile devices, for easier
collaboration across the business, and simpler IT management
Flexible support of
industry processes
Flexible customization of business processes and workflows, and integration with vertical ISV
applications
Faster payback Affordable deployment, quick productivity gains and proven cost savings
Top complementary products integrating with Sage X3
Product Description License
Sage Intelligence Financial reporting Sage
Sage Enterprise
IntelligenceBusiness Intelligence OEM
Sage E-commerce E-commerce OEM
Sage Data
Management &
Analytics
Data warehousing, multi-
source modelling and
analytics
OEM
Sage Inventory
AdvisorInventory forecasting OEM
Sage Geode WMS Sage
Sage People People management OEM
Supply chain
management
Production
management
Financial
management
Cloud
and mobile
Sage X3
Product fact sheet: Sage X3
BMS CATEGORY