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Atlantic DataSystems: Sage 300 ERP Roadmap and Sage CRM Roadmap
Atlantic DataSystems: Sage 300 ERP Roadmap and Sage CRM Roadmap
Atlantic DataSystems: Sage 300 ERP Roadmap and Sage CRM Roadmap
Atlantic DataSystems: Sage 300 ERP Roadmap and Sage CRM Roadmap
Atlantic DataSystems: Sage 300 ERP Roadmap and Sage CRM Roadmap
Atlantic DataSystems: Sage 300 ERP Roadmap and Sage CRM Roadmap
Atlantic DataSystems: Sage 300 ERP Roadmap and Sage CRM Roadmap
Atlantic DataSystems: Sage 300 ERP Roadmap and Sage CRM Roadmap
Atlantic DataSystems: Sage 300 ERP Roadmap and Sage CRM Roadmap
Atlantic DataSystems: Sage 300 ERP Roadmap and Sage CRM Roadmap
Atlantic DataSystems: Sage 300 ERP Roadmap and Sage CRM Roadmap
Atlantic DataSystems: Sage 300 ERP Roadmap and Sage CRM Roadmap
Atlantic DataSystems: Sage 300 ERP Roadmap and Sage CRM Roadmap
Atlantic DataSystems: Sage 300 ERP Roadmap and Sage CRM Roadmap
Atlantic DataSystems: Sage 300 ERP Roadmap and Sage CRM Roadmap
Atlantic DataSystems: Sage 300 ERP Roadmap and Sage CRM Roadmap
Atlantic DataSystems: Sage 300 ERP Roadmap and Sage CRM Roadmap
Atlantic DataSystems: Sage 300 ERP Roadmap and Sage CRM Roadmap
Atlantic DataSystems: Sage 300 ERP Roadmap and Sage CRM Roadmap
Atlantic DataSystems: Sage 300 ERP Roadmap and Sage CRM Roadmap
Atlantic DataSystems: Sage 300 ERP Roadmap and Sage CRM Roadmap
Atlantic DataSystems: Sage 300 ERP Roadmap and Sage CRM Roadmap
Atlantic DataSystems: Sage 300 ERP Roadmap and Sage CRM Roadmap
Atlantic DataSystems: Sage 300 ERP Roadmap and Sage CRM Roadmap
Atlantic DataSystems: Sage 300 ERP Roadmap and Sage CRM Roadmap
Atlantic DataSystems: Sage 300 ERP Roadmap and Sage CRM Roadmap
Atlantic DataSystems: Sage 300 ERP Roadmap and Sage CRM Roadmap
Atlantic DataSystems: Sage 300 ERP Roadmap and Sage CRM Roadmap
Atlantic DataSystems: Sage 300 ERP Roadmap and Sage CRM Roadmap
Atlantic DataSystems: Sage 300 ERP Roadmap and Sage CRM Roadmap
Atlantic DataSystems: Sage 300 ERP Roadmap and Sage CRM Roadmap
Atlantic DataSystems: Sage 300 ERP Roadmap and Sage CRM Roadmap
Atlantic DataSystems: Sage 300 ERP Roadmap and Sage CRM Roadmap
Atlantic DataSystems: Sage 300 ERP Roadmap and Sage CRM Roadmap
Atlantic DataSystems: Sage 300 ERP Roadmap and Sage CRM Roadmap
Atlantic DataSystems: Sage 300 ERP Roadmap and Sage CRM Roadmap
Atlantic DataSystems: Sage 300 ERP Roadmap and Sage CRM Roadmap
Atlantic DataSystems: Sage 300 ERP Roadmap and Sage CRM Roadmap
Atlantic DataSystems: Sage 300 ERP Roadmap and Sage CRM Roadmap
Atlantic DataSystems: Sage 300 ERP Roadmap and Sage CRM Roadmap
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Atlantic DataSystems: Sage 300 ERP Roadmap and Sage CRM Roadmap

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Learn about the Sage ERP and Sage CRM roadmaps for exciting new features just being released.

Learn about the Sage ERP and Sage CRM roadmaps for exciting new features just being released.

Published in: Technology, Business
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Transcript

  • 1. Monthly Web Chat with Calvin O’Driscoll August 15, 2013
  • 2. Agenda • GoToMeeting housekeeping • Sage 300 ERP Roadmap • Sage CRM Roadmap • Q&A
  • 3. Housekeeping • During the Webinar, all attendees will be muted and placed in listen only mode. I will open the lines at the end of each section and address questions. I will open the lines again during the Q&A session. • If you have a question, you may also enter it in the chat window and I will answer promptly during the Q&A session.
  • 4. User Experience Mobility Areas of Investment Cloud Integrations
  • 5. Sage 300 ERP Roadmap 2014 Release Sage 300 Online • User Experience Enhancements • Improved integrations Product Updates 2013 Sage Inventory Advisor Sage 100 ERP Sage Mobile Sales Sage Mobile Service Sage Billing & Payment 2015 Release 2014 Product Updates • Enhancements based on user feedback 5
  • 6. Now Available! SAGE 300 ERP 2012 PRODUCT UPDATE 1
  • 7. Payroll enhancements • Child support payments • New Reports • Enhanced Worker compensation capability – Assign GL accounts
  • 8. Online Payroll powered by Sage Source • Included with new Payroll • Employee self-service web portal to access • Pay history • Company announcements
  • 9. Sage Intelligence Enhancements • New Designer Add-In – Much easier to use – Better performance – in-memory processing – Able to show multi-offices/departments and multi-budgets
  • 10. Color coded companies • Users will be able to distinguish between open companies by assigning a different color code.
  • 11. Planned for Q3 SAGE 300 ERP 2012 PRODUCT UPDATE 2
  • 12. Sage 300 ERP 2012 Product Update 2 Excel 2013 compatibility Sage CRM 7.2 integration Latest fixes
  • 13. Q4 Release SAGE 300 ERP 2014
  • 14. Improving the User Experience User Interface refresh Enhanced data entry screens Required fields indicator User License Management Visual Process Flows
  • 15. Refreshed desktop Modern icons New ribbon
  • 16. Refreshed data entry screens Overall screen size 30% larger Modern coloring and new icons Improved spacing and alignment
  • 17. Required Fields Indicator
  • 18. User License Management Utility
  • 19. Visual Process Flows
  • 20. Link to 3rd Party Applications & MACROS
  • 21. Enhancements GL Transaction Listing Allow duplicate serial numbers Default Bill of Materials Display Original PO user
  • 22. Report Filters • GL Transactions Listing Report - Filter by Range of Fiscal Years
  • 23. Allow Duplicate Serial Numbers
  • 24. Default Bill of Materials
  • 25. Display Original PO User
  • 26. SAGE MOBILE AND CONNECTED SERVICES
  • 27. Sage Mobile & Connected Services Sage Mobile Sales Sage Mobile Services Sage Inventory Advisor Sage Billing & Payments
  • 28. Sage Mobile Sales Increase Revenue per Salesperson - Upsell, Cross Sell and Repeat sales Take immediate payment on the spot Sales Manager Discount Approvals, KPIs and Trend Data for Team and Individual Reps
  • 29. Sage Mobile Service Increase Field Service Revenue - Take payments directly from the mobile device Wow your customers with real-time and historical information while on-site Optimize schedules Invoice work orders as they are completed in the field View KPI’s from the web portal
  • 30. Sage Billing and Payment Electronic Invoice via email with Click to Pay Option Automate Receipt Emails and Resending of Invoices Customer Billing Communication History Improve customer communications and time to receive payment via electronic billing Provides Customer billing communications management, and tracking which combine to reduce delinquent accounts for customers.
  • 31. Sage Inventory Advisor
  • 32. Sage Mobile App Demo
  • 33. Sage 300 ERP 2015 and beyond Under Consideration: • Attached Documents stored in the cloud • Recurring AR Payments (Credit card) • Role Based Visual Process Flows • EFT Receivables via Sage Exchange • Auto Complete • Ability to offset debtors & creditors (contra entry) • Bank Enhancements • Project Accounting connected service • EE-mail AROE transactions using ship to email address • Delete user authorization when deleting a user • Enhanced report security
  • 34. Sage CRM Product Vision • Cloud First • Responsive for Mobile • Inherently Social • Inherently Adaptable • Next Generation CRM and ERP Integration • Next Generation UI and UX
  • 35. Responsive for Mobile • Maintain and build on Apps strategy • Responsive design • Optimized themes no longer required
  • 36. Inherently Social • Sage CRM will evolve to become more social • Building Sage CRM with social in mind with the aim of helping our customers add value to their business • Focus on collaboration • Focus on SMB requirements • Maintain and enhance our existing social media integrations
  • 37. Inherently Adaptable • State of the art JavaScript API for complex customizations • Easy for the user to adapt and configure • Ability to create new modules for Cloud systems in 2013 R1 • Intuitive Builder that guides you through module creation • Simple steps with lots of prompts and coaching • Target 80% codeless customization
  • 38. Next Generation CRM & ERP Integration • Easy to set up and configure • Easily discoverable • End user-driven integration • Frictionless upgrades • Extendable by BPs
  • 39. Q&A
  • 40. Contact Details: Calvin O’Driscoll, ERP Manager (709) 726 – 8347 ext. 419 calvin.odriscoll@atlanticdatasystems.com For support: support@atlanticdatasystems.com

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