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

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

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

Sage ERP 1000 Version 4.0

Collaboration Cost Effective Empowerment Business Insight

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

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

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

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

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

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

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

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

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

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

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

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

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,

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

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

Actionable Lists with CRM Data

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

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.

What makes this possible?

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

Version 3.0 and Version 4.0 In action

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

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

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

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

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

Collaboration Cost Effective Empowerment Business Insight

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

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

Thank you