Monthly Web Chat with
Calvin O’Driscoll
August 15, 2013
Agenda
• GoToMeeting housekeeping
• Sage 300 ERP Roadmap
• Sage CRM Roadmap
• Q&A
Housekeeping
• During the Webinar, all attendees will be muted and placed in listen

only mode. I will open the lines at t...
User
Experience

Mobility

Areas of
Investment

Cloud

Integrations
Sage 300 ERP Roadmap
2014 Release

Sage 300 Online

• User Experience
Enhancements
• Improved integrations

Product Update...
Now
Available!

SAGE 300 ERP 2012
PRODUCT UPDATE 1
Payroll enhancements
• Child support payments
• New Reports
• Enhanced Worker compensation
capability – Assign GL accounts
Online Payroll powered by Sage Source
• Included with new Payroll
• Employee self-service web
portal to access
• Pay histo...
Sage Intelligence Enhancements
• New Designer Add-In
–

Much easier to use

–

Better performance – in-memory processing

...
Color coded companies
• Users will be able to distinguish between open companies by
assigning a different color code.
Planned
for
Q3

SAGE 300 ERP 2012
PRODUCT UPDATE 2
Sage 300 ERP 2012 Product Update 2

Excel 2013 compatibility
Sage CRM 7.2 integration
Latest fixes
Q4
Release

SAGE 300 ERP 2014
Improving the User Experience
User Interface refresh
Enhanced data entry screens
Required fields indicator
User License Ma...
Refreshed desktop

Modern
icons

New ribbon
Refreshed data entry screens

Overall screen
size 30% larger

Modern
coloring and
new icons

Improved
spacing and
alignmen...
Required Fields Indicator
User License Management Utility
Visual Process Flows
Link to 3rd Party Applications & MACROS
Enhancements
GL Transaction Listing
Allow duplicate serial
numbers
Default Bill of Materials

Display Original PO user
Report Filters
• GL Transactions Listing Report - Filter by Range of Fiscal
Years
Allow Duplicate Serial Numbers
Default Bill of Materials
Display Original PO User
SAGE MOBILE AND
CONNECTED SERVICES
Sage Mobile & Connected Services

Sage
Mobile
Sales

Sage
Mobile
Services

Sage
Inventory
Advisor

Sage Billing &
Payments
Sage Mobile Sales
Increase Revenue per
Salesperson - Upsell,
Cross Sell and Repeat
sales

Take immediate
payment on the
sp...
Sage Mobile Service
Increase Field Service
Revenue - Take
payments directly from
the mobile device

Wow your customers wit...
Sage Billing and Payment
Electronic Invoice via email with Click to Pay Option

Automate Receipt
Emails and Resending
of I...
Sage Inventory Advisor
Sage Mobile App Demo
Sage 300 ERP 2015 and beyond
Under Consideration:
• Attached Documents stored
in the cloud

• Recurring AR Payments
(Credi...
Sage CRM Product Vision
• Cloud First
• Responsive for Mobile
• Inherently Social
• Inherently Adaptable
• Next Generation...
Responsive for Mobile
• Maintain and build on Apps strategy
• Responsive design
• Optimized themes no longer required
Inherently Social
• Sage CRM will evolve to become more social
• Building Sage CRM with social in mind with the aim of hel...
Inherently Adaptable
• State of the art JavaScript API for complex customizations
• Easy for the user to adapt and configu...
Next Generation CRM & ERP Integration
• Easy to set up and configure
• Easily discoverable
• End user-driven integration
•...
Q&A
Contact Details:
Calvin O’Driscoll, ERP Manager
(709) 726 – 8347 ext. 419
calvin.odriscoll@atlanticdatasystems.com
For sup...
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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.

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Atlantic DataSystems: Sage 300 ERP Roadmap and Sage CRM Roadmap

  1. 1. Monthly Web Chat with Calvin O’Driscoll August 15, 2013
  2. 2. Agenda • GoToMeeting housekeeping • Sage 300 ERP Roadmap • Sage CRM Roadmap • Q&A
  3. 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. 4. User Experience Mobility Areas of Investment Cloud Integrations
  5. 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. 6. Now Available! SAGE 300 ERP 2012 PRODUCT UPDATE 1
  7. 7. Payroll enhancements • Child support payments • New Reports • Enhanced Worker compensation capability – Assign GL accounts
  8. 8. Online Payroll powered by Sage Source • Included with new Payroll • Employee self-service web portal to access • Pay history • Company announcements
  9. 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. 10. Color coded companies • Users will be able to distinguish between open companies by assigning a different color code.
  11. 11. Planned for Q3 SAGE 300 ERP 2012 PRODUCT UPDATE 2
  12. 12. Sage 300 ERP 2012 Product Update 2 Excel 2013 compatibility Sage CRM 7.2 integration Latest fixes
  13. 13. Q4 Release SAGE 300 ERP 2014
  14. 14. Improving the User Experience User Interface refresh Enhanced data entry screens Required fields indicator User License Management Visual Process Flows
  15. 15. Refreshed desktop Modern icons New ribbon
  16. 16. Refreshed data entry screens Overall screen size 30% larger Modern coloring and new icons Improved spacing and alignment
  17. 17. Required Fields Indicator
  18. 18. User License Management Utility
  19. 19. Visual Process Flows
  20. 20. Link to 3rd Party Applications & MACROS
  21. 21. Enhancements GL Transaction Listing Allow duplicate serial numbers Default Bill of Materials Display Original PO user
  22. 22. Report Filters • GL Transactions Listing Report - Filter by Range of Fiscal Years
  23. 23. Allow Duplicate Serial Numbers
  24. 24. Default Bill of Materials
  25. 25. Display Original PO User
  26. 26. SAGE MOBILE AND CONNECTED SERVICES
  27. 27. Sage Mobile & Connected Services Sage Mobile Sales Sage Mobile Services Sage Inventory Advisor Sage Billing & Payments
  28. 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. 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. 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. 31. Sage Inventory Advisor
  32. 32. Sage Mobile App Demo
  33. 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. 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. 35. Responsive for Mobile • Maintain and build on Apps strategy • Responsive design • Optimized themes no longer required
  36. 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. 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. 38. Next Generation CRM & ERP Integration • Easy to set up and configure • Easily discoverable • End user-driven integration • Frictionless upgrades • Extendable by BPs
  39. 39. Q&A
  40. 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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