Learn how Sage CRM partner add-ons can help you target new customers Peter Wolf President Azamba Consulting Joe Cassidy Director Team Knowledge

Ensure your partners have exclusive access to the Sage CRM Ecosystem 1st Step: Register as a user at http://community.sagecrm.com/user/CreateUser.aspx 2nd Step: Email: sagecrmteam@sage.com to get full access rights

Introduction Introduction to the Apps and Extra Section Sage CRM Business Partners Azamba Consulting Team Knowledge Q & A Wrap Up

2 Key Ways Apps and Extra’s can benefit you! 1 Leverage partner add-ons in your CRM deals SAGE CRM BP Apps & Extras 2 Build your own add-ons SAGE CRM BP Competency Development Capability

Apps & Extras: Located on www.sagecrm.com Key App Areas include: ‘000s’ of visitors every month! Approx 100 different Add-ons Customer Management Maps & LBS The ‘Sage CRM Platform’ Project Management Apps & Extras Custom Development Mobile Solutions Marketing Integration Tools Data Management

Sage CRM Extended Solutions Peter Wolf / Azamba

Who is Azamba Consulting? We are a consulting firm that helps Sage partners introduce, sell and implement Sage CRM to their accounting system clients.

Azamba Highlights 260+ successful Sage CRM installation 10+ years of Sage CRM 9+ Sage CRM dedicated employees Partner focused – represent 90% of our revenue Success-oriented methodology Sage Spirit Award winner Sage President’s Circle member

Sharing our Knowledge Ignite – monthly online Sage CRM magazine http://ignite.azamba.com Azamba Partners – resource for partners http://www.azambapartners.com

Sage CRM Extensions TechnoTropic Azamba Op Suite Azamba sub-brand focused on usability and productivity tools and widgets Person Multi-Link (brokers and agent management) ERP Multi-Link (one company record in CRM can point to multiple accounting system records) Advanced Document Management (check-in / out, version control, proper file naming, more) Collections Call Management (one-click call notes and follow-ups, slice and dice reporting, more) Advanced Communications Management (archiving, prioritization at grid level, more) Tune-up Wizard (optimizes CRM performance – typical 30+% boost experienced) Advanced Grid Management (quickly build advanced grids beyond standard Sage CRM grids) More (call / check site for details) http://www.technotropic.com Azamba Op Suite Full distribution functionality built within Sage CRM

Why Azamba Op Suite? Op Suite is designed for distributors to put the power of CRM in the hands of the people that needs it the most: Sales Customer Service Field Agents Purchasing Management Executives

As Opposed to Traditional Deployments Traditionally, everyone in a distributor organization is using accounting software to do their jobs. Problem! Accounting software isn’t designed for all roles. The front office folks want and need CRM.

Azamba Op Suite Benefits The people in the front office get the right tool to do their job the right way and receive all the advantages of the built-in Sage CRM functionality: Workflows and notifications Op Suite comes with best practice workflows that can be customized Shared calendar and task management Follow ups and activity in a central place for all front office tasks Email integration Common templates for quotes, orders, purchasing, follow-ups Ease of customization Every screen, every area can be tweaked to specific needs And all the rest of the built-in powerful Sage CRM functionality

What Resellers Receive Great margins 30% ongoing margins via subscription model Marketing and sales assistance Our team will help with any and all presentations Implementation assistance Our team will help with any and all implementations (first project required) Opportunity to differentiate Present a strategic solution vs traditional accounting solution Opportunity to customize system to customer needs All the power of Sage CRM customization combined with accounting functionality

Call Scripting for Sage CRM in Customer Services Joe Cassidy Team Knowledge Limited

TKDialogs: international

The Business Issue Delivering quality Customer Services across multiple channels with Sage CRM

What do TKDialogs and CRM deliver? A single user interface for the Agent Provides unified access to multiple CRM modules Provides unified access to multiple data sources Automates business logic based on user input, calculations and multiple data sources Launched from CRM or CTI

What do TKDialogs and CRM deliver? Generates documentation from multiple modules and data sources Populates CRM records and links to other products Automates CRM activities

Automation

Benefits Reduction in transaction time Reduction in training costs, initially and on-going Resolution of enquiries at the first point of contact Ensures consistency Better staff utilisation - multi-skilling Increased back office productivity Better customer service

Dialog Builder Easy-to-use, flowcharting design tool Automatically generates web pages CRM integration wizard Integration with other data sources Extensible through custom plugins

Partner Benefits Extend existing CRM deployments Win new business opportunities in the contact center market Win additional services business

Summary Special thanks to Team Knowledge & Azamba Consulting Leverage the Apps and Extras Section for your deals Get involved yourself ! Over 100 different add-ons – do you have one? Email sagecrmteam@sage.com for more info

Visit the Sage CRM Ecosystem at www.sagecrm.com Sage CRM (Official Group) Visit the Sage CRM Ecosystem at www.sagecrm.com Facebook: Sage CRM Twitter: wwwsagecrmcom LinkedIn: Sage CRM (Official Group) YouTube: wwwsagecrmcom wwwsagecrmcom