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Financials Solution for Insight, Efficiency and Growth
- 1. Prepared by {Kevin Conan} Financials for theNewEconomy kevinconan kev_conan
- 2. Global company w ith over 13,000 employees Revenue of £1.4bn Over 3m customers Thriving Business Sage is the number one providerof business managementsolutions for start-upto enterprise- sized businesses. Providing innovative and game-changing solutions forintegrated accounting, payroll, human capital management, and commerce systems. Operating in 23 countries Over 100k accountants Over 43k partners Over 1M customers in the cloud Introduction to Financials 2
- 3. Financials, built for the new economy Introduction to Financials 3 Customer Outcome Driven Seamless Customer Experience Feature Rich Accounting & multi-country compliance Market Led Pricing Powerful data & actionable Insight Completely scalable & customisable
- 4. What’sKeeping You from pursuing your ambitions? Low Visibility into financial & customer data Productivity Losses with time spent on manual, administrative tasks Uncertainty about cash flow shortages & unpaid invoices Introduction to Financials 4 Operational Silos preventing collaboration Complexity when expanding the business
- 5. Introduction to Financials 5 Low Visibility into financial & customer data Productivity Losses with time spent on manual, administrative tasks Uncertainty about cash flow shortages & unpaid invoices Operational Silos preventing collaboration Complexity when expanding the business Gain Powerful Insights Drive Collaboration & Efficiency Enhance Productivity Instill more Confidence Drive more Simplicity
- 6. A powerful cloud accounting solution built on the Salesforce platform for businesses who need powerful accounting, robust analytics and accurate reporting to lead, manage and grow their business. Powerful accounting Robust analytics and accurate reporting A scalable platform that grows with you From Sage,the globalleader in SMB accounting What is Financials?
- 7. Go beyond traditional accounting Introduction to Financials 7 A powerful cloud accounting solution to lead, manage and grow your business Banking & Bills Financial Reporting & Analytics Inventory Management Payments Collaboration Time Sheets Invoicing and Billing Budgets and Planning Expenses Productivity
- 8. Quickly gain insight into business performance Introduction to Financials 8 How do you gain insight into customers and critical business functions? Visibility Simplicity Collaboration Productivity Certainty Single Connected Solution Powerful, Predictive Analytics Dashboards Available Anytime, Anywhere Financials Solution GAIN INSIGHT
- 9. Scale without complexity Benefit from enterprise capabilities Get a multi-dimensional view of your business Manage multiple companies, locations and ledgers Financials Solution SCALE WITHOUT COMPLEXITY How does your accounting software help you expand business? Introduction to Financials 9 Visibility Simplicity Collaboration Productivity Certainty
- 10. Minimise complexity Introduction to Financials 10 Visibility Simplicity Collaboration Productivity Certainty Is your current solution preventing you from scaling your business? Cloud capabilities enabling immediate, real-time data Save time, no redundant, manual data entry All your financial apps in the Salesforce App Cloud Financials Solution GAIN INSIGHT
- 11. Do you easily and efficiently collaborate with your teams? Implement a new way of working Introduction to Financials 11 Visibility Simplicity Collaboration Productivity Certainty True business collaboration across departments Consolidate financial information Easier way to manage customers through single hub Financials Solution A NEW WAY OF WORKING
- 12. Streamline Workflows Automate manual accounting tasks Work wherever you are, natively mobile Customisable to your business needs Financials Solution BOOST EFFICIENCY & PRODUCTIVITY Boost efficiency and productivity Introduction to Financials 12 Visibility Simplicity Collaboration Productivity Certainty How can you make your teams work smarter?
- 13. Automated, instant financial reporting Multiple country templates with built-in legislation requirements Build audit trails to keep detailed documentation Eliminate human errors by limiting manual data entry Financials Solution GAIN FINANCIAL CERTAINTY Do you know if your financials are compliant? Gain financial certainty Introduction to Financials 13 Visibility Simplicity Collaboration Productivity Certainty
- 14. Over 3 Million Customers, active in 25 countries More than 30 years of financial software experience Dedicated success coaches and online customer community Sage: The Global Leader in MB Accounting PARTNERING WITH CONFIDENCE Do you have a partner who can help you meet your business goals? Partner in confidence Introduction to Financials 14 Visibility Simplicity Collaboration Productivity Certainty Account Executive in Financials at Sage
- 15. What makes Financials unique? Introduction to Financials 15 Powerful accounting Robust analytics and accurate reporting A scalable platform that grows with you From Sage,the globalleader in SMB accounting
- 16. Business outcomes: A customer example “I’ve been in companies where you spend days trying to get informationout of the business systems to present at management meetings. With Financials you just run the reports and it’s there in real time,” Patricia McNeela, Head of Operations and Finance, ThinScale Business Results - 15-20 day improvement in working capital - 75% efficiency improvement on sales transaction processing - 50% reduction in debt collection times - Sales people are 9% more efficient in their use of time
- 18. Meeting the needs of all stakeholders Introduction to Financials 18 Business Owner Finance Leader Field & Sales ManagersIT & CRM Managers drive innovation, gain a competitive edge, and engage customers much more than a rear-view mirror into your finances helps you manage your invoicing, expense management, and payment processing delivers a platform that brings real-time insights
- 19. Partner Ecosystem Introduction to Financials 19
- 20. Combining Financials and Salesforce Sales Cloud 20 Financials combines the performance of the world's best accounting engine with the world’s favorite customer success platform to deliver a secure and scalable solution. + = ✓ #1 SMB management software ✓ 30+ years in business ✓ 3M+ SMB customers ✓ 50K+ accountants using and recommending Sage ✓ 20K+ Sage partners ✓ #1 CRM software and cloud app platform ✓ 15+ years in business ✓ 100K+ SMB customers ✓ 3K+ ISV partners on the AppExchange The world’s most powerful, customizable, and cost- effective cloud accounting business solution for mid- sized businesses. Introduction to Financials
- 21. Better together: Financials + Salesforce Sales Cloud 21 Front Office: Sales Cloud • Leads • Quotes • Forecasts • Call scripting • Territory management Back Office: Accounting • Order history • Account balance • Invoices, payments • Revenue, expenses • Customer contact management 360-degree connected view of your business and customers Combined solution exclusivelyoffers: • 360-customer view • Order-to-cash workflow automation • Chatter collaboration • Customer-level transaction history • Mobile access Your Customers Connecting financial and accounting with customer data saves time, improves productivity, and provides a complete view of your customers to maximize profitability *A separate Salesforce Sales Cloud license is required Introduction to Financials
- 22. Partner integrations Introduction to Financials 22 Extending cloud accounting to better run your entire business *Regional variations apply Professional Services Banking & Bills • American Express • Yodlee (bank feeds) • Plaid (bank feeds) • JustOn • Payonomy • Sage Pay, Sage Payments • Step Orange • Wavecrest • Waypay • Transaction feeds: • PayPal • Square • Autoentry • Citrix Sharefile • Conga • eFileCabinet • Hubdoc • PowerDoc • Kimble (Solution deployment) • Krow (PSA) • KeyedIn • SkuVault • Stapp • UPS • Zencraft Payments Inventory Management Document Management (transaction digitisation)
- 23. The Financials Community Introduction to Financials 23
- 24. 1,000+ customers and growing… Introduction to Financials 24
- 25. Integrated scalable solution We were looking for something that could streamline financials and feel like part of Salesforce. Financials has absolutely done that for us.” Patricia McNeela, Head of Operations and Finance “ Introduction to Financials 25 RESULTS • 75% efficiency improvement on sales transaction processing • 50% reduction in debt collection times • Sales people are 9% more efficient in their use of time and there has been a 15-20 day improvement in working capital Industry: Technology Services
- 26. • End the need to create and maintain separate General Ledger accounts for each department, project, customer or segment • Simply use the dimensions that are intuitive to you and your business: account, location, product…the options are endless • Tag your transactions with the dimensions you choose to add business context to your data and uickly analyse and build reports Dimensional accounting Track your business like never before
- 27. Customer success Introduction to Financials 27
- 28. Integrated business apps We needed an accounting solution that integrated with the other systems we use, Salesforce CRM and Stripe Payments.” Jeremy Whitely, CEO “ Introduction to Financials 28 RESULTS • Time saved on tedious, manual, and administrative tasks • Operating all business-critical apps on one platform, with cross-connectivity • Easy and up-to-date access to all financial and performance data Industry: Technology Services
- 29. Efficiency The problem [with Quickbooks] was you’d have to enter the same information into two separate systems, which in 2016 seems absolutely ridiculous.” Chris Green, Partner & COO “ Introduction to Financials 29 RESULTS • 30% decrease in administrative and manual tasks • Savings of 20% time allocated to financials and accounting • 100% elimination of spreadsheets • One single source of common knowledge and truth Industry: Technology Services
- 30. Time savings (Unlike QuickBooks) Financials is not a one- trick pony. I like the fact that it can be customized. We use it for invoicing, bank feeds, financial reporting, and referencing dashboards.” Christian Miner, Owner “ Introduction to Financials 30 RESULTS • Financials saves them about 10 hours a week on invoicing, bank feeds, financial reporting and more • They love being able to do multiple tasks on one system and access things on the go with the mobile app Industry: Logistics
- 31. Time savings & error reductions We’re currently using Salesforce integrated with other apps. Financials makes sense and integrates well.” Susie Paisley, Controller “ Introduction to Financials 31 RESULTS • Because Financials runs in Salesforce, customer data does not need to be imported, saving time and reducing manual errors • More sales invoicing and reporting to see even more time saved with better quality reporting Industry: Software
- 32. Real-time insights The combination of Salesforce, Financials and Kimble has given the entire team a 360- degree view of our service delivery, project profitability and pipeline.” Donal de Paor, CEO “ Introduction to Financials 32 RESULTS • Ability to run entire business from one platform • Faster decision making with real-time insights • Stronger understanding of project and customer profitability Industry: Technology Services
- 33. Customer segmentation Quickbooks, you know…it’s not great, but it keeps you from bouncing checks. We wanted something better.” Stephanie Morgan, Owner “ Introduction to Financials 33 RESULTS • The combination of Financials, Salesforce CRM and Krow delivered 40% time savings in solution delivery • Deeper customer insights allowed better customer segmentation and prioritization, enabling a much-improved customer experience Industry: Technology Services
- 34. Learn more about Financials www.sage.com/financials © 2018, The Sage Group plc or its licensors. Sage, Sage logos, Sage product and serv ice names mentioned herein are the trademarks of The Sage Group plc or its licensors. All other trademarks are the property of their respectiv e owners. Thank you
- 35. Deeper analytics and agility Financials has become a business critical application for us. It has met our needs in terms of scale and it’s been very positive for our business.” Rob MacTighearnain, Head of Finance & Operations, Property Button “ Introduction to Financials 35 RESULTS • Tight and seamless integration with its core business applications. • More accurate reporting and deeper analysis. • Agility and insights needed to launch new products and enter new markets. Industry: Software Vendor – Property Technology