1. BAASS Connect 2015 CRM Working in a Finance Role with Sage 300 & Need to Understand the Power of the CRM Module? BAASS Moderator: Zainab Salihi Guest Speaker: David Beard, Sage CRM @baassbiz #BAASSConnect15 Track A, 3:05 PM

2. Sitting comfortably?

3. The Sage CRM Proposition To help your business … Manage relationships Gain insight Gain rapid results

4. BAASS Connect 2015 @baassbiz #BAASSConnect15 Reduce Costs Avoid Costs Increase Revenue Improve Service The IRACIS drivers

5. Sage Connect 2014: Australia, New Zealand and the Pacific Islands 5 @talkcrm Demonstration

6. BAASS Connect 2015 @baassbiz #BAASSConnect15

7.  Add-ons in Sage CRM that extend the built-in functionality, or provide additional capabilities  Plug and play quickly to any Sage CRM install with almost no development/installation effort  Leveraging BAASS‘ extensive Sage CRM development experience and expertise. What are they?

8. Add-on #1 – Operations Inquiry

10.  Allows creation of Groups based off of real-time querying of the Sage 300 ERP system.  Targeted to Sales and Marketing staff for cross-sell, up-sell opportunities  Uses Sage’s ERP Query tool as the base but takes it to the next level! Add-on #2 - Advanced ERP Query Tool

13.  Displays the Google Map for addresses in various areas of the CRM system including at the Company level, Address screen and within Groups.  Map directions from each user’s office address. Add-on #3: Google Maps view

15.  A complete bi-directional synchronization between Sage CRM and Eloqua  Access to client behavior and marketing communications within CRM  On a scheduled basis, Eloqua pulls recently modified and newly created leads in your CRM database which then populates the related records in Eloqua Add-on #4: Eloqua Integration

18. Add-on #5: ERP Dashboard in CRM

21. The Sage CRM Proposition To help your business … Manage relationships Gain insight Gain rapid results

22. That integrates an entire business … Supports “end-to-end” data Facilitates collaboration Accelerates responses Increases quality of information The Sage CRM Proposition

23. For every type of business … From 1 to 100’s of seats Working in 15,000 companies 250,000 users around the globe The Sage CRM Proposition

24. Think about the “data & processes” in your company. What can BAASS bring to your business – programs of delivery + proven add-ons Talk to us here, now, or your invite your account manager in to speak about how Sage CRM can help your business. Summary & Takeaways