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Jo Fuller Product Specialist Sage 1000 & CRM Sage UK.

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Presentation on theme: "Jo Fuller Product Specialist Sage 1000 & CRM Sage UK."— Presentation transcript:

1 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 2

3 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

4 Sage ERP 1000 Version 4.0

5 Collaboration Cost Effective Empowerment Business Insight

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

7 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 Collaboration Cost Effectiveness Empowerment Business Insight

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

9 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 Collaboration Cost Effectiveness Empowerment Business Insight

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

11 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 Collaboration Cost Effectiveness Empowerment Business Insight

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

13 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 SLAs 13 Collaboration Cost Effectiveness Empowerment Business Insight

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

15 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 Collaboration Cost Effectiveness Empowerment Business Insight

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

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

18 Ship to Contacts in CRM Can be printed on Despatch note in ERP

19 CRM Data in ERP Reports Standard Reports User defined Reports In Excel

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

21 Actionable Lists with CRM Data

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

23 SDATA Feeds available in Excel

24 What makes this possible? 24

25 Sage ERP 1000 Integration Layer (Contract) CRM Data ERP Data ServiceRTDVAPiS Response Request Complex Request Simple Request Create Update Delete Synch Engine Advise CRM that something has changed and need updating Integration Layer Packs/Unpacks Message Direct Request/Response XML Message Layer Document Described by SDATA Integration Layer (Contract) Synch Engine Sage ERP 1000 V 4.0 Integration Technology

26 Version 3.0 and Version 4.0 In action 26

27 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

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

29 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

30 Sage G lobal 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? 31 SData Sage 50 Suite SData Sage 200 Suite SData Sage 1000 Suite SData Sage X3

32 Collaboration Cost Effective Empowerment Business Insight

33 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 Beyond 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

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

35 Thank you


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