1. Product Specialist Sage 1000 & CRM Sage UK
Jo Fuller
Product Specialist Sage 1000 & CRM
Sage UK

2. What we are going to cover .....
Sage 1000
Version 3.0 and Version 4.0
Demonstration
Feedback/Questions

3. When you Upgrade to Sage1000
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

4. Sage ERP 1000 Version 4.0

5. Collaboration
Cost
Effective
Empowerment
Business
Insight

6. Extending Your Enterprise
Collaboration
Cost
Effective
Empowerment
Business
Insight
Extending Your Enterprise
Marketing
Sage ERP 1000
Sales
Management
Credit
Control
Customer
Service
Field
Service
Mgmt

7. Marketing Targeted marketing with “e-marketing technologies”
Collaboration
Cost
Effectiveness
Empowerment
Business
Insight
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

8. Extending Your Enterprise
Collaboration
Cost
Effective
Empowerment
Business
Insight
Extending Your Enterprise
Marketing
Sage ERP 1000
Sales
Management
Credit
Control
Customer
Service
Field
Service
Mgmt

9. Sales Enablement Deploy real time ERP data to mobile teams
Collaboration
Cost
Effectiveness
Empowerment
Business
Insight
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

10. Extending Your Enterprise
Collaboration
Cost
Effective
Empowerment
Business
Insight
Extending Your Enterprise
Marketing
Sage ERP 1000
Sales
Management
Credit
Control
Customer
Service
Field
Service
Mgmt

11. Collaboration
Cost
Effectiveness
Empowerment
Business
Insight
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

12. Extending Your Enterprise
Collaboration
Cost
Effective
Empowerment
Business
Insight
Extending Your Enterprise
Marketing
Sage ERP 1000
Sales
Management
Credit
Control
Customer
Service
Field
Service
Mgmt

13. Field Service Management
Collaboration
Cost
Effectiveness
Empowerment
Business
Insight
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

14. Extending Your Enterprise
Collaboration
Cost
Effective
Empowerment
Business
Insight
Extending Your Enterprise
Marketing
Sage ERP 1000
Sales
Management
Credit
Control
Customer
Service
Field
Service
Mgmt

15. Credit Control Real time access to all ERP data
Collaboration
Cost
Effectiveness
Empowerment
Business
Insight
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

16. Extending Your Enterprise
Collaboration
Cost
Effective
Empowerment
Business
Insight
Extending Your Enterprise
Marketing
Sage ERP 1000
Sales
Management
Credit
Control
Customer
Service
Field
Service
Mgmt

17. Extending Your Enterprise
Collaboration
Cost
Effective
Empowerment
Business
Insight
Extending Your Enterprise
Sage
ERP 1000
& CRM
Marketing
Sage ERP 1000 Version 3.0
& Version 4.0
Credit
Control
Sales
Management
ERP
Reports &
Docs
Customer
Service
Actionable
Lists
Field
Service
Management
Excel
SDATA
Feeds

18. Ship to Contacts in CRM Can be printed on Despatch note in ERP
Contacts can be entered in CRM and the ERP Despatch note can be amended to look at CRM and pick up the appropriate contact. Should contacts exist in ERP, logic can be built into the report to take the contact, otherwise it can be pulled from CRM,

19. CRM Data in ERP Reports Standard Reports In Excel User defined Reports
Entities in the Intuitive Data model can be amended, to pull in CRM or any other application data. If data is in the intuitive Data model the SRD can see it and use it.
User defined Reports

20. Extending Your Enterprise
Collaboration
Cost
Effectiveness
Empowerment
Business
Insight
Extending Your Enterprise
Sage
ERP 1000
& CRM
Marketing
Credit
Control
Sales
Management
ERP
Reports &
Docs
Customer
Service
Actionable
Lists
Field
Service
Management
Excel
SDATA
Feeds

21. Actionable Lists with CRM Data

22. Extending Your Enterprise
Collaboration
Cost
Effectiveness
Empowerment
Business
Insight
Extending Your Enterprise
Sage
ERP 1000
& CRM
Marketing
Credit
Control
Sales
Management
ERP
Reports &
Docs
Customer
Service
Actionable
Lists
Field
Service
Management
Excel
SDATA
Feeds

23. SDATA Feeds available in Excel
If the Entity has been exposed in the Application Architect as an SDATA feed, this Excel add in will be able to see it. You can download this add in from the SDATA Web site.

24. What makes this possible?

25. Sage ERP 1000 V 4.0 Integration Technology
Integration Layer
Packs/Unpacks Message
Direct Request/Response
XML Message Layer
Document Described by SDATA
Sage ERP 1000
Complex
Request
Integration Layer
(Contract)
Integration Layer
(Contract)
Service
Response
Simple
Request
ERP Data
RTDV
CRM Data
Request
One the Right hand side you have CRM either SLX or Sage CRM
On the left hand side you have Sage ERP 1000 Version 4.0
Both CRM and ERP have an Integration Layer (or Contract, the CRM contract is sometimes referred to as the GCRM.
Requests for information pass through these integration contracts. This could be create, read, update or delete.
Within ERP this request can use either web services, Real Time Data Views or a APIS. A synchronisation Engine advises CRM that something has changed and needs updating and visa versa.
The Synchronisation engine has a full audit trail of all data exchange.
Create
Update
Delete
APiS
Synch Engine
Synch Engine Advise CRM that something has changed and need updating

26. Version 3.0 and Version 4.0 In action

27. When you Upgrade to Sage1000
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

28. Sage ERP 1000 Product Road Map
Jo Fuller
Product Specialist
June 2011

29. Release Schedule Version 3.0 Version 4.0 July 2010
Sage SLX September 2011
Sage CRM September 2011
French and German formsets to follow

30. 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

31. SDATA - Technology What does this mean for you? Sage 50 Suite
Sage X3
SData

32. Collaboration
Cost
Effective
Empowerment
Business
Insight

33. Road Map Summary 2012 2013 2014 Beyond Beyond
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
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

34. Retirement Strategy Line 500 Version 5.0 and earlier
Retirement announced for July 2012
Statement on Later Versions
Announcement End of June 2011

35. Thank you