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

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