Mobility and Connected Services
Make an Impression.
Build Bigger Sales.
Get Paid Faster.
Presented By: Jennifer Schwarz
•Our Vision:
To be recognized as the
most valuable
supporter of small and
medium sized
companies by creating
greater freed...
Work from Anywhere
Investment Priorities
of CEOs, Presidents and Owners
94%

42%

Invest to Increase Sales Invest in Customer Service
1. Mini...
Customer experience

Your Customers

A top priority

89% will do business with a competitor due to a poor customer experie...
Connected Services Available
AVAILABLE NOW

Sage CRM

Sage Inventory Advisor

Sage Payments

Sage Mobile Sales

Sage Sales...
Sage Mobile Sales

Sage Mobile Service
•
•
•
•
•
•
•
•
•
•

iPad app
iPad app
For sales companies
For sales companies
Trav...
•Sage Data Cloud

Simply Connected

Anywhere, anytime
access.
Fast and secure.
Sage Billing and Payment

ers
tom
Cus ems
s...
Sage Mobile Sales
For Product, Route and Field Salespeople

• Enables great service to customers at
customer locations
• I...
For Customers Selling Products
Sage Mobile Sales

•
•
•
•

Build proposals and navigate a visually engaging catalog of you...
Electronic Invoices
Make an Impression.
Electronic Invoices
Build Sales

Promote you brand
Highlight products
Personalize your Invoice
Electronic Invoices & Payments
Get Paid Faster
Print and mail invoices

t
a r rt
StSta

30
Days

Sage Billing and Payment
...
Demo
I own a landscaping
company

¼ of my service tickets are
incorrectly billed
My staff spends 2 hours per
day manually trans...
Sage Mobile Service
Get more repeat business and referrals

• Reduces the amount of times the back office administration n...
Sage Mobile Service
Get more repeat business and referrals

• Technician can view his work
schedule

17
Demo

Demonstration

18
Roadmap
Winter 2014

Sage Mobile Sales
Catalogue search
Signature capture
Additional purchase history

Sage Mobile Service...
Pricing
Service

Setup

1-5 users

6-10 users

11-25
users

26+

Sage Mobile Sales

$495

$19.95

$18.95

$17.95

$15.95

...
BI Tool Designed To Address Two Questions

Inventory Advisor
Stock Outs
Stock Outs
Potential S/O
Potential S/O
Excess
Exce...
How it Works
h t ly
Nig

Inventory Advisor

Uploads

ser

Information
Internet

Inventory data
automatically extracted
fro...
Sage Inventory Advisor – Fee Structure
Monthly Fees
•
•
•

The monthly fee provides for an unlimited number of registered ...
Sage Inventory Advisor Fuels
Hubert Glass Oil Company
Thank you
Questions?

26
BAASS Connect 2013 - Mobility Connected Services, Sage BI, and Sage Inventory Advisor
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BAASS Connect 2013 - Mobility Connected Services, Sage BI, and Sage Inventory Advisor

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  • Annual K2 Enterprises Quality awards for 2013 were just announced:
    Best overall mobile strategy – Sage
    Best new mobile app – Sage
  • In a survey of hundreds of C level executives we asked them where they were planning to invest time and money. You’ll see these 3 areas come up again in future slides and you we can pick out a few of these priorities in particular that directly relate to our newest connected services and mobile apps.
  • Let’s take a look a little deeper at customer experience.
    {Click}
    89% of consumers began doing business with a competitor following a poor customer experience. This shows that it’s not just customer service, but the experience that the customer has with any company.
    {Click}
    42% of customers that have a poor buying experience shop around for alternative vendors. Along the lines of the other two, if it is hard for a customer to buy from a company, they probably won’t go back to that company. No, with all of this bad news, there is a benefit if you get it right.
    {Click}
    86% of consumers will actually pay more money for a better customer experience. This means that if your customers are having a positive experience, it will help you increase your revenue and profit. Being so closely tied together, you must look at revenue some more.
  • You may be familiar with some of our new connected services and some may be new to you. Over the past 24? Months we have introduced 9 new connected services and more will follow. Maybe we should take a minute to talk about what a ‘connected service’ is.
  • These were just a few of the new solutions and services we are investing in.
    Expect us to turn up the volume on Connected, CLOUD base, mobility enabled services and deployment strategy for Strategic ERPs in the close future.
    We’re investing to make our customers life easier and create greater freedom for you to succeed. This is our strategic vision and we will deliver on all aspects of it:
    Leveraging the capacity of your ERP systems to give you full control over your business by integrating all transactional data in one system that’s easy to manage.
    Connecting mobile applications that provide users the simplicity and freedom to access the information they need, when they need it in a fast and secure way
    Lowering your IT expense by providing scalable, cost-effective cloud infrastructure and services
  • Tone of voice training?
    One day they may and if there is even a small part of them that aspires to that for their company, seeing it may let them know that Sage can help get them there.
    Sophie's slide with the 21 000 000 small start ups – many of our customers are likely sending invoices to companies like this. So they are receiving a nice HTML invoice and having a good experience…powered by Sage.
  • Tone of voice training?
    One day they may and if there is even a small part of them that aspires to that for their company, seeing it may let them know that Sage can help get them there.
    Sophie's slide with the 21 000 000 small start ups – many of our customers are likely sending invoices to companies like this. So they are receiving a nice HTML invoice and having a good experience…powered by Sage.
  • Owner/Service Manager = Rob
    Concerned about lost revenue from forgotten time, materials, disputes over service, collecting payment timely
    Dispatcher/Co-Owner = Paula
    Spends too much time rekeying work orders and shuffling paper work
    Struggles to optimize technicians schedules and rearrange emergency work around preventative maintenance
    Struggles to bill customers from technician’s work orders
    What does this experience look like today?
  • Talk to the What and Why for each persona:
    Field Service Rep = Bill
    Dislikes paperwork and process
    Wants to get the job done quickly and efficiently, so he can move on to the next one
    Wants access to past history an work orders to see what was previously done by whom, call that tech up if necessary
    If a site call is taking longer than expected, they want the ability to easily update customer by having access to customer information
    Wants to capture attachments and approval of work completed to ensure no difficulty collecting payment
  • Sage Mobile Service Demo Script:
    You are a Service Technician using your iPhone:
    1. Log into Sage Mobile Service app
    2. Holding the phone vertical, Tap the menu icon (top left lines) and go to Help, show them
    the quick help tour then close using the red “x” in the top right corner
    3. Show “My Work Orders” home screen – show how you swipe down (or pull down) with
    your finger to refresh work orders – tell them about how new work orders the dispatcher
    creates during the day will be dropped onto the phone
    4. Rotate the phone horizontal to show calendar view – can be used to look up past work
    or future assignments
    5. Tap on a work order to open it and show details – talk about how technicians can see
    the customer’s contact information, and click on the email address or phone # to send an
    email or call the customer – easy way to connect to the customer.
    6. Click in the address box to display how easy it is to see the map, click on the address in
    the map and show how to get directions. When you close the map you will need to log
    back into Mobile Service with your 4 digit code.
    7. Scroll down to service/item list to show what was assigned from dispatch (the items
    here are pulled from your ERP, either Misc items in Sage 100 ERP, or AR items in Sage
    300 ERP)
    8. When the work is completed, the tech can select the Edit button to add/modify lines.
    Labor hours would typically be something that is adjusted when the job is completed.
    9. While in Edit mode click on the Notes field above the service/items section. This info can
    be used for general notes about the job, or something that can be noted during the
    billing process, or to assist with a future visit. Start to type in a couple words then use the
    mic option to speak in a few words as a reminder of the ease of use with mobile. Your
    voice functionality must be enabled on your device to use this feature. Please note that
    this is not available on older devices. (The notes field can accommodate 256 characters,
    it will be expanded soon.)
    10. Select Done
    11. Scroll to bottom of screen to show “get customer sign off” and talk about obtaining
    official sign-off onsite as proof of work done.
    12. Explain there are two methods to close the work order now. 1) Place the WO on
    account which will trigger a Sage Billing and Payment invoice and update the ERP. 2)
    Credit card payment in full now – if you want to use pay by credit card, select Edit to
    change the payment method
    a. Option 1 - On Account – click “Sign off” button and show how easy it is to sign
    using your finger, shake the iPhone to erase, and click “clear”, and then invite the
    customer to use their finger to sign off – hit “submit” in the top right corner, and
    “OK” – show recorded signature and approval date
    1. The work order will go to the Mobile Service web for dispatch to
    review and approve for invoicing in the ERP. (If ERP admin is in
    booth then they will be able to process invoice and show the Click
    to Pay invoice.)
    b. Option 2 - Credit card payments – (ensure you have entered the test merchant ID
    and key into your phone settings) – user a dummy CC number of
    411111111111111 ( 4 followed by 15 1’s) any expiration date and any CV code
    To see receipt go to Google Mail: email:dandemosage@gmail.com
    PW: sgePassw0rd
  • What if we can tell you where you need to focus today. Will that make your day easier? What if we can tell you what to order at the press of a button? How much time do you think you will save? Would it help you if your recommendation is accompanied by all the information you may need in one spot?
    These two questions are the corner stones on which Netstock is based. After many years of teaching clients the complexities of other systems, we found that ultimately all they wanted to know was which products needed action today, and what order was needed to be placed today. By focusing on these two fundamental aspects of inventory management we are able to reduce the complexity and remove the “bells and whistle” features that are often never used, in order to offer an affordable cloud based system.
    To determine what is wrong and What to order, the three fundamental inputs are required: Classification, Forecasting and Policy. Under classification, we need to give the product an identity, thus defining the sku in terms of its stocked and non-stocked status as well as its ranking of importance if it is stocked. Under Forecasting we need to determine what we think we are going sell, and finally under Policy we need to associate management’s stocking policies with our inventory, in other words how much safety stock is needed for each sku.
    So let’s take a look at how she looks.
    NETSTOCK is designed around allowing these three inputs to be customised so that the company’s inventory management is represented in each sku.
  • Are there any other issues that you would like answers on
    Is there anybody else that needs to see the product that is integral in the decision process to make this happen
    What do you think of the fee structure, is it doable
    Don’t state an opinion, rather get them to say it is affordable
  • BAASS Connect 2013 - Mobility Connected Services, Sage BI, and Sage Inventory Advisor

    1. 1. Mobility and Connected Services Make an Impression. Build Bigger Sales. Get Paid Faster. Presented By: Jennifer Schwarz
    2. 2. •Our Vision: To be recognized as the most valuable supporter of small and medium sized companies by creating greater freedom for them to succeed
    3. 3. Work from Anywhere
    4. 4. Investment Priorities of CEOs, Presidents and Owners 94% 42% Invest to Increase Sales Invest in Customer Service 1. Mining customer lists to find additional sales opportunities 2. Become more systematic at crossselling and up-selling to increase average order amounts 3. Adding more tablets, smartphone and Apps 4. Improving CRM and ecommerce systems 5. Adding salespeople and improving revenue per sales and service rep 1. Field sales and service reps know purchase & service history when infront of customers 2. Reducing out-of-stock situations (to avoid losing orders and customers) and overstocked items 3. Customer self-serve web site to order items, pay invoices, and view statements 4. Email purchase and shipping confirmations Nephos Overview 32% Increase Profitability 1. Reduce work and errors caused by passing handwritten forms from team-toteam 2. Continuously monitor profitability of products, customers and reps 3. Consistently charge the right prices and collect the right taxes to avoid errors, rework and fines 4. Enable customers to “click-to-pay” anytime / anywhere to simplify and expedite collections 4
    5. 5. Customer experience Your Customers A top priority 89% will do business with a competitor due to a poor customer experience 86% will pay more for a better customer experience 5
    6. 6. Connected Services Available AVAILABLE NOW Sage CRM Sage Inventory Advisor Sage Payments Sage Mobile Sales Sage Sales Tax Sage Mobile Service Sage Shipping Sage Billing & Payment Sage e-Filing Today’s Focus 6
    7. 7. Sage Mobile Sales Sage Mobile Service • • • • • • • • • • iPad app iPad app For sales companies For sales companies Travel with catalogue Travel with catalogue Create quotes and Create quotes and orders orders Track inventory Track inventory Sage Billing and Payment • • • • • • • • • iPhone app • iPhone app • For field services • For field services • Service work details • Service work details on mobile on mobile • Update and complete • Update and complete work orders work orders • Track work performed • Track work performed Sage Inventory Advisor Web app Web app Electronic Electronic invoicing invoicing Click-to-Pay Click-to-Pay button in invoice button in invoice Portal with Portal with communication communication history history • • • • • • • • • • 7 Cloud based Cloud based Affordable Affordable For companies For companies with inventory with inventory Reduce stock outs Reduce stock outs Increase Increase availability availability
    8. 8. •Sage Data Cloud Simply Connected Anywhere, anytime access. Fast and secure. Sage Billing and Payment ers tom Cus ems s It item s ice erv invoice S n s Ope yment Pa Sage 100 ERP v.2013 Sage 300 ERP v.2012 Sage Mobile Service Sage Mobile Sales 8
    9. 9. Sage Mobile Sales For Product, Route and Field Salespeople • Enables great service to customers at customer locations • Increases sales productivity by giving salespeople the information they need and reducing phone calls to the office • Leads to higher average orders by offering relevant “add-on”, “accessory” and “substitution” products • Enables every salesperson to “sell like our best and most experience people” • • • • Enables a great customer buying experience Contributes to achieving higher deal close rates Gives customers a differentiated and superior level of service Works great at customer locations, at tradeshows or in stores • Enables sales reps to collect payment easily and securely • Close more deals by giving customer payment choices including Cash, Credit Card, on account, ACH, etc. 9
    10. 10. For Customers Selling Products Sage Mobile Sales • • • • Build proposals and navigate a visually engaging catalog of your products. Watch sales rep performance vs. goals Complete a credit card sales, invoice the customer and limit sales rep discounts. Transforms the inventory items in your ERP into a compelling tablet sales tool.
    11. 11. Electronic Invoices Make an Impression.
    12. 12. Electronic Invoices Build Sales Promote you brand Highlight products Personalize your Invoice
    13. 13. Electronic Invoices & Payments Get Paid Faster Print and mail invoices t a r rt StSta 30 Days Sage Billing and Payment t ar rt StSta 3 minutes
    14. 14. Demo
    15. 15. I own a landscaping company ¼ of my service tickets are incorrectly billed My staff spends 2 hours per day manually transcribing service work into invoices Need to wow my customers so they call me not my competitors 15
    16. 16. Sage Mobile Service Get more repeat business and referrals • Reduces the amount of times the back office administration needs to input the work order • Enables dispatchers to optimize technicians work with visual scheduling 16
    17. 17. Sage Mobile Service Get more repeat business and referrals • Technician can view his work schedule 17
    18. 18. Demo Demonstration 18
    19. 19. Roadmap Winter 2014 Sage Mobile Sales Catalogue search Signature capture Additional purchase history Sage Mobile Service Light scheduling Add attachments to work order Edit item price Service item ‘on the fly’ Create new work order Sage Billing & Payment Send to multiple recipients Partial payments e-Statements Designate templates by group Spring 2014 Summer 2014 For customer who sell products Today: Mobile sales catalogue | Tomorrow: Full Sales Office Salesperson view Create direct order Sage 50 US Full Canadian support Shipping and Handling Inventory import tool Image updates from ERP Sage 50 Canada For customers who service outside office Today: Light service app | Tomorrow: Optimized Service Advisor Inventory integration Push notification Send attachments with invoice New dashboard widgets Android support Create estimates Create new customer Optimized scheduling Sage 100 CRE For everyone who invoices Today: Electronic invoicing | Tomorrow: Receivables and Collections Management Customer portal Interactive Statements Automated payment reminders Sage 50 US Add customer notes Automated scheduling Email reminders AR Dashboard Collections management Sage 50 Canada , Sage 100/300 CRE
    20. 20. Pricing Service Setup 1-5 users 6-10 users 11-25 users 26+ Sage Mobile Sales $495 $19.95 $18.95 $17.95 $15.95 Sage Mobile Service $395 $19.95 $18.95 $17.95 $15.95 Sage Billing and Payment* per company $100 $29.95 Sage Billing & Paymentincluded free Show Special Commit today to implement by Dec 31 and we’ll waive the setup fee plus 50% off user fees for 11 months Sage Payment Services Optional Gold Support Included Sage Sales Tax Additional 1 Swiper per user included 20
    21. 21. BI Tool Designed To Address Two Questions Inventory Advisor Stock Outs Stock Outs Potential S/O Potential S/O Excess Excess Surplus PO Surplus PO What needs attention today? Product Product Importance Importance What to Order? Investment & Service Forecasts Forecasts
    22. 22. How it Works h t ly Nig Inventory Advisor Uploads ser Information Internet Inventory data automatically extracted from ERP system and sent to SIA • • • • • Bro w Sales Stock on Hand Warehouses Suppliers Purchase Orders • Sales Orders • Bill of materials Connector Nightly Client Host Machine • Dashboard • Performance metrics • Problem items • Sophisticated forecasts • Recommended orders • Inventory projections • Min/Max levels • Dynamic reporting nd -dema On
    23. 23. Sage Inventory Advisor – Fee Structure Monthly Fees • • • The monthly fee provides for an unlimited number of registered users Fees are due monthly in advance with a 5 day notice after initial 4 months This is based on the number of Stock Keeping Units at each Location referred to as SKULS up to 5,000 SKULS up to 25,000 SKULS up to 50,000 SKULS up to 100,000 SKULS up to 250,000 SKULS above 250,000 SKULS $299 $399 $499 $599 $799 $999 Example: 2,000 items 3 locations = 6,000 SKULS Once-off Initiation fee due at time of order (VI required for Sage 100) up to 25,000 SKULS up to 100,000 SKULS up to 250,000 SKULS Above 250,000 SKULS $2200 $3300 $6600 $9900 Includes: Installation, standard customizations, online training, support Note: The above fees exclude travel related costs and additional consulting time which will be agreed in advance with the customer ahead of being incurred
    24. 24. Sage Inventory Advisor Fuels Hubert Glass Oil Company
    25. 25. Thank you Questions? 26

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