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Leanne Lowe, Sage Sales Engineer
Version 4.5
                         14 Extended Solutions
                       standard, such as National
      Ease of Use           Accounts for AR

                       MS SQL Server Database
   Database Options            option

                        One free Sage Customer
    Customer Value      Relationship Management
                      (CRM) server and user license

       Business          Reporting Trees and
      Intelligence    Distribution features in SMI

    New Connected       eMarketing for Sage CRM
       Services


   Cloud Deployment       Sage 100 Online
Scalable Database Platform

Combining SQL Server’s high
performance database platform
that’s reliable, scalable, and easy
to manage with Sage 100 ERP’s
ease of use simplicity, and
maturity
Sell and ship goods
to one customer, bill
    the invoice to
       another
Sage 100 ERP Roadmap
                                                                             Cloud CRM Gateway
         Connected Service
                                                                             SageCRM.com Integration
         Shipping and Freight       Cloud ERP Gateway
                                    SData Web Services


                        2012                                               2013
                                                    Usability                          Industry Solutions
      Business Intelligence
                                                    Visual Process Flows                Distribution
     FRx to Sage Intelligence
     Report converter
                                CRM Sales Integration                      Sage Advisor
     Employee Management        Sage CRM Multi-Company                     Automatic Notification Updates
     Sage HRMS Payroll for      Sage CRM Web Order                         Intelligent In-Product User
     Premium Edition (SQL)      Entry                                      Training Tips and Advice


                                     Productivity
         Architecture
                                    Accounts Payable Invoice Number Expansion
         MS SQL Server 2012         Inactivate Customers and Vendors
         Windows 8                  View Cleared Checks in Vendor Maintenance
         Crystal Reports 2011       Improved Inventory Maintenance workflow

8
Meeting the Needs of our Customers with A
             Fully Integrated Solution

      Connected Services                                                                       Sage CRM

      Shipping and Freight                                 Customer                            Sage CRM Cloud
      Sales Tax                                           Relationship
      eFiling                                             Management
                                           Connected                       Sales
                                            Services                     Management




                                  System
                                Management                                        Financials


     Sage Intelligence
                                                         Sage 100                                     Sage HRMS

                                                           ERP
                                 Business                                        Purchasing
                                Intelligence                                     Management

                                                                                                   Connected Services

                                                                          Inventory               Billable Services (mobile)
          Features as Service             Distribution                   Management               Sales Management (mobile)
      Alerts and Workflow                                   Payroll
      Document Management
      Sage Fixed Assets
      Budgeting Tools
9
Product Architecture Delivers Innovation and Scale
               Across Our Product Portfolio

       Features as Services                                                              Connected Services


                                      Sage                        Shipping               Sales
         Sage CRM
                                    Payroll/HR                   and Freight              Tax
           Cloud



            Sage
                                                                                                   eFiling
        Intelligence


                                                        Sage Data Cloud                    Other Connected Services
                                                              and                                     Ideas
                                                    Entitlement Management                Sales Management (Mobile)
                                                                                          Billable Services (Mobile)
                                                                                          Delinquent Account
                                                                                           Management and Billing




                          Browser & Mobile Access
                                                     Sage ERPs Browser & Mobile Access
                            Features as Services                 Connected Services
                                                    (on premise)
10                                           Customer Access Points
What’s New for Sage 100 ERP 2013?

  Inactivate Vendors and Customers


     Expanded A/P Invoice Number


       Ability to View Cleared Checks in Vendor Maintenance


        Post ACH Electronic Payments to Bank Rec in Detail


       Paperless Office SMTP Encryption


     Item Maintenance Main Tab Changes


  Sage CRM Multi-Company Support
Inactivate Customers and Vendors

   New “status” includes Active, Inactive, and Temporary


       Add a Reason Code when inactivating


          New Reason Code Maintenance to setup codes

          Schema checking when setting to Inactive
          • Disallows if Customer/Vendor in certain tables



         Cannot use Inactive in data entry


       Optionally exclude from lookups


   Security Event to allow cash receipts and payments
Expanded A/P Invoice Number
• Can now enter up to 20 characters for invoice number
• Schema, Screens, Reports, Forms, Journals, Lookups
  all modified for new expanded invoice number
• Impacted A/P, P/O, G/L, J/C, BIE, BIR, ACH
• Reports display full
  invoice number
Ability to View Cleared Checks in Vendor
Maintenance
• New A/P Setup Option
• Changes to B/R entries
   – Accept logic
• Changes to Vendor Maintenance
Post ACH Electronic Payments to Bank
Rec in Detail
• New A/P Setup Option
• Previously posted lump sum
• Can now post dollar value checks (previously posted lump
  sum)
Paperless Office SMTP Encryption

 • No need to maintain dedicated
   Email server!!!

 • Google mail, Yahoo, Hotmail, etc.
 • Chillkat 9.3.0 now installed
 • Company Maintenance E-mail tab
    – Select SSL or TSL/STARTTLS
Item Maintenance Main Tab



A picture is worth
a thousand words!
Business Alerts
• Important News!
• As of November 1, 2012 Sage will not longer
  distribute Global Software’s products (Business
  Alerts)
• Sage and Global Software are working on a transition
  of customers, support and renewals
• Details will be communicated to partners and
  customers as soon as the details are finalized
Features as a Service Connected Services
SERVICES
Sage 100 ERP Sales Tax


 Sage Fixed Assets


Sage CRM
What’s New in Sage Fixed Assets 2013.0
• Combined Product
   Families
    – Government, Nonprofit,
      Canada and US in one
      product
• Editable Notes
• Attach PDF’s to Assets
• Sage Advisor Update
For a quick overview and a
virtual tour visit:
  sagefixedassets2013.com
Sage Fixed Assets 2013
  Availability
• Released by Sage Fixed Assets – October 8th, 2012
• For Sage ERP customers, notification will be sent to channel
  partners and customers with the Sage 100 ERP 2013
  autodelivery process
Sage 100 ERP eFiling and
Reporting Enhancements
• Sage 100 ERP Tax Forms will be deprecated in tax
  year 2014
   – Compliance will be maintained through 2013 Tax Year filings
   – TTU updates will still be available
• Sage 100 ERP eFiling and Reporting will attempt to
  Auto-Install when accessing the eFiling Applications
  for the first time
• Basic Sage 100 ERP eFiling and Reporting features
  are free for all Sage 100 ERP customers current on
  Maintenance
   – Print P/R and A/P Tax Forms (including W-2)
   – Electronically file Tax Forms with the Government, small fee
     associated
100 ERP




100 ERP customers
All interactions with client on one page




                                           25
Quote and Sales Order Entry within CRM




                                         26
Sage CRM Web Client – Quick Orders
  for Sage 100 ERP Advanced

Create Orders in a new web
interface
   – Allows users to create an
     order/quote outside the
     firewall
   – No launching of the Sales
     Order Screen
   – Users will have the
     choice of New or Old
     Screens
   – No Sage 100 ERP
     workstation setup
     required to use web client
Integrated Customer Profile
Service Desk
Application-Aware CRM
• Sage CRM and MS Outlook synchronization for Tasks
  and Appointments, contacts and emails
   – Communications are associated with Accounts for
     ingoing and outgoing emails
                                      CRM synchronization
                                       with Outlook can be
                                     automatic or with a click
                                            of a button
Sage CRM version 7.1, SP 2
Multi-Company Support
• Map multiple ERP companies to single Sage CRM system

   – Requires one-to-one relationship between ERP and CRM systems
      • Cannot link one CRM company to two or more ERP customers in
        different companies
      • Need to create a CRM customer for each ERP customer


   – CRM Server Options allows creation of “Instances” of Sage CRM
      • Allows for multiple installations of Sage CRM
      • Must map each Sage 100 ERP Company to a specific Instance
More Sage CRM Integration
• Tasks launched from Sage CRM do not use a Sage
  100 ERP license
   – Allows for distinct separation between front and back office
• Installations Updated to Maintain the Integrity of
  Customer and Partner Customizations
   – Minimizes the number of changes that need to be re-done
     after each upgrade
   – Still may require some re-work if customizations are made to
     the same forms that Sage modifies
• Sales Order Memos will now auto display
• Full Support of Chrome, Firefox, Safari and Internet
  Explorer
Going Mobile

• iPad & Smart Phone
  – Where ever you have phone access – you are connected
  – Ease of use
  – Sales staff and execs can work from anywhere, airport, car,
    hotel
Sage CRM for Tablets
                                  Available Now!
Sage CRM
Visual Process Flows
•    A Visual Process Flow is a GUI that enables
     the user to better understand the workflow
•    Reduce training costs for new users learning
     the applications, and existing users learning
     new processes
•    Out-of-the-box process flows for:
           • Sales
                – Entry and Invoice
                – Pack and Ship
                – Return Goods
           • Customer Billing
                – Invoice and Receive Payment
           • Inventory
                – Physical Count
           • Purchases
                – Entry and Receipts
           • Vendor Payments
                – Invoice and Process Payment
    Customize business processes to specific user roles or new processes with the
    Process Flow Designer
Visual Process Flows provide
                      users with a graphical, job-
                  oriented user interface that gives a
                  clear view of the task they need to
                      accomplish and drive them
                      through the different steps
User Experience




                                                               Processes are
                                                         displayed in a graphical
                                                         view, and a simple click
                                                         on a process milestone
                                                          will call the underlying
                                                             software function
User Experience
Visual Process Flows can be
customized for specific user roles
    or customized processes
Connected Services
IMPROVED INTEGRATIONS AND
TOOLS
Sage Shipping

  Sage Advisor

  Sage Intelligence Reporting

Sage HRMS and Payroll
Sage 100 ERP Shipping by SmartLinc

• Small Parcel up to 2000/month
• Subscription based pricing (cloud only)
• Multi-Carrier solution
   • UPS, FedEx, USPS
• Sage 100 ERP integration automatically populates the Ship To, Ship
  From and Ship Via
• Produces carrier compliant shipping label
• Updates all ship data and costs back to ERP
   • Tracking number
   • Cost of Shipment
• Automatic email notification to customer
• Maintains shipping history
Sage Advisor Update

Sage Advisor Update notifies you when updates are
available for the Sage products you use. You can use this
console to:


– set notification options
– review information about available updates
– download updates
– monitor the status of your Sage Business Care account


        Note: Installing updates can affect customizations or integrated
        products.
Schedule When
 to Check for   View available   Easily Download
   Updates         updates          Fixes and
                                     Updates
Financials
                        Financials
Performance                           Distribution
Performance                             Distribution




              Sage Intelligence Reporting

                                           Cloud
 Platforms
  Platforms                              Connectivity
                            User
                            User
                                             Future
                        Experience
                         Experience         themes
Sage ERP 100 Intelligence
Sage ERP 100 Intelligence




                     REPORT COMPONENTS:
                     •   Data Container
                     •   Report Creation & Properties
                     •   Predefined financial and operations reports for
REPORT COMPONENTS:      management, sales, purchases and inventory
                        – Access to all modules and data (not just GL!)
                        – Dashboard and trend analysis reports
                        – Consolidation of multiple companies and
                             databases
                        – Data Output to MS Excel and template
Sage ERP 100 Intelligence




         Available
        in 4.5 and
           2013
Multiple
                         Multiple
                                    Budgets
                          Years
Report Designer Add-In
Add & Delete
 Your Own
 Groupings
Larger   Maximize
Smoother
             Text    Window
Dragging




    Insert At
    Selection
Easy to Use
                                                                                                                      Ribbon
Better User Experience                                                                                                Menus

         Easier Navigation
         Improved Productivity
         Decreased Learning Curve

File       Home             Tools          Help

                                                                Rename                                                                          Run Sample

                                                                Delete                                                                          Check/Test
  Copy    Move        Paste         Add Folder    Add Report    Refresh       Run       Design       Save        Create Lock/Unlock             History
           To                                                                                      Template     Shortcut
                                    Actions                                                                   Report


File     Home       Tools           Help

                                                      Rename
                                                      Delete
 Copy    Move     Paste                                         Test Lookup      Add      Dependencies   Find &   Check/Test All      Add     Add Data      Driver
                            Check/Test Sample Data    Refresh
          To                                                                  Expressions               Replace    Expressions     Connection Container   Properties
                             Actions                             Expression                     Data Container                               Connection
Exciting
                 Boardroom Modern Look
New Templates!     Ready      & Feel
More Data!         Faster!
Performance
Pre-defined Financial Reports          Report Designer Add-In
Financial Report Designer
                            2 GB Database
 2 Fiscal Years                         11 Fiscal Years
 2700 Accounts                          5600 Accounts
 35061 Budget Balances                  117000 Budget Balances
 6.5 Minutes to Run                     42 Seconds

                            2.5 GB Database
 2 Fiscal Years                         10 Fiscal Years
 10281 Accounts                         46580 Accounts
 133000 Budget Balances                 0 Budget Balances
 25 Minutes                             1 Minute
Sage 100 ERP Intelligence Reporting
                                         Add-In              Add-In 2
                                               2013                PU1           PU2

Financials (Reporting Trees, Row grouping, FRx Conversion)

                           User Experience (Ribbon, drag&drop, templates)

          2011                      2012                         2013

                                         Performance    (5 min to 40 seconds)

Distribution                                          Platforms   (Office 2013, 64-bit)

                                                      Templates    (CRM/ERP, others)
Potential Future Themes for Sage
Intelligence
  Report Designer for more ERP Modules
  Mobility
  Alerting
  Predictions
  Social Collaboration
  More Reports templates!
Additional Learning Opportunities
• Join the BI Community - http://community.alchemex.com/

• Register for FREE webcasts
  www.alchemex.com/Webinars.aspx

• Sign up for Sage Intelligence and Excel Tips & Tricks
  www.alchemex.com/SubscribeNewsletters.aspx

• Free Sales report template:
  Sage 100 ERP and Sage CRM Report
Sage HRMS and Payroll


  Sage HRMS Payroll
                      Payroll   Reporting   Pricing   More Info

                Federal and State e-filing and Reporting
           Options
Why Sage HRMS Payroll?
                 e-filing from Aatrix
       • http://na.sage.com/sage-hrms/ and
            Pricing Deposit (included levels
             Direct based on employee
 Improved GL Integration printed forms
                    Free
             No requirement to purchase Sage HRMS
 Quarterly Updates Low cost e-filing
             unlimited)
            full suite
 Federal/State/Provincial/Local Taxes custom reporting
             Sage Paycards
                 Crystal reports for
 Multiple years of history
 Edit Prior Year History
Bonus- Sage Source for online Paystub
viewing
TECHNOLOGY UPDATES
SAP® Crystal Reports 2011 For Sage

• Updated to latest version of SAP® Crystal Reports
  2011 for Sage
• Updated the report engine run-time components
  utilizing a modern .NET architecture
   – All standard reports and forms saved with a 2011 backwards
     compatible format
• Crystal Conversion Utility updated with the .NET
  architecture and a new user interface
• Allows Sage 100 ERP to stay current with SAP®
  Crystal Reports new features and product updates
64-bit ProvideX OBDC Driver

• New 64-bit ProvideX ODBC Driver Available
• Allows Integrations with 64-bit Applications
   – Microsoft SQL Server
   – Microsoft Office
• Separate Installation found off the Productivity Tools
  menu on the Sage 100 ERP Autorun Menu
Demonstration
Demonstration
Beyond the 2013 Release
Pillars of Sage CRM Cloud Integration
         Easy    Mobile Cloud

          Easy to try,       Any device            Lower
           buy and               data               TCO
             use             integration


                      Provide ROI quickly

   ERP data integration without the complexity
       Easier to setup & administer
       Easier to sell with shorter sales cycles
   Drive NEW sales for Sage CRM Cloud and Sage ERP
       Easier Implementation
Sage 100 ERP Future Release Themes


•   Sage CRM Cloud Integration
•   Support the innovation results
•   User Interface improvements
•   Feature enhancements
•   Features as a service

Note: Next major release scheduled for August 2013
User Interface Improvements
• New Icons will provide an updated look
• Additional Visual Process Flows
• New background color enhancements
Mobility and Modern Technology
INNOVATION
Sage Mobile Service
           (Billable Services)
The Road
Billable Services
Sage Mobile Services
Vote On Your Ideas!
Top ideas from
https://www11.v1ideas.com/SageERP/MAS90and200
Questions?


Sage Regional Sales Manager
Peter Grajczyk
(604)-207-9480
Peter.grajczyk@Sage.com

Leanne Lowe
Sage
Sage100erppresales@sage.com

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Sage 100 ERP and Sage CRM Integration and Connected Services

  • 1. Leanne Lowe, Sage Sales Engineer
  • 2.
  • 3. Version 4.5 14 Extended Solutions standard, such as National Ease of Use Accounts for AR MS SQL Server Database Database Options option One free Sage Customer Customer Value Relationship Management (CRM) server and user license Business Reporting Trees and Intelligence Distribution features in SMI New Connected eMarketing for Sage CRM Services Cloud Deployment Sage 100 Online
  • 4. Scalable Database Platform Combining SQL Server’s high performance database platform that’s reliable, scalable, and easy to manage with Sage 100 ERP’s ease of use simplicity, and maturity
  • 5.
  • 6. Sell and ship goods to one customer, bill the invoice to another
  • 7.
  • 8. Sage 100 ERP Roadmap Cloud CRM Gateway Connected Service SageCRM.com Integration Shipping and Freight Cloud ERP Gateway SData Web Services 2012 2013 Usability Industry Solutions Business Intelligence Visual Process Flows Distribution FRx to Sage Intelligence Report converter CRM Sales Integration Sage Advisor Employee Management Sage CRM Multi-Company Automatic Notification Updates Sage HRMS Payroll for Sage CRM Web Order Intelligent In-Product User Premium Edition (SQL) Entry Training Tips and Advice Productivity Architecture Accounts Payable Invoice Number Expansion MS SQL Server 2012 Inactivate Customers and Vendors Windows 8 View Cleared Checks in Vendor Maintenance Crystal Reports 2011 Improved Inventory Maintenance workflow 8
  • 9. Meeting the Needs of our Customers with A Fully Integrated Solution Connected Services Sage CRM Shipping and Freight Customer Sage CRM Cloud Sales Tax Relationship eFiling Management Connected Sales Services Management System Management Financials Sage Intelligence Sage 100 Sage HRMS ERP Business Purchasing Intelligence Management Connected Services Inventory Billable Services (mobile) Features as Service Distribution Management Sales Management (mobile) Alerts and Workflow Payroll Document Management Sage Fixed Assets Budgeting Tools 9
  • 10. Product Architecture Delivers Innovation and Scale Across Our Product Portfolio Features as Services Connected Services Sage Shipping Sales Sage CRM Payroll/HR and Freight Tax Cloud Sage eFiling Intelligence Sage Data Cloud Other Connected Services and Ideas Entitlement Management  Sales Management (Mobile)  Billable Services (Mobile)  Delinquent Account Management and Billing Browser & Mobile Access Sage ERPs Browser & Mobile Access Features as Services Connected Services (on premise) 10 Customer Access Points
  • 11. What’s New for Sage 100 ERP 2013? Inactivate Vendors and Customers Expanded A/P Invoice Number Ability to View Cleared Checks in Vendor Maintenance Post ACH Electronic Payments to Bank Rec in Detail Paperless Office SMTP Encryption Item Maintenance Main Tab Changes Sage CRM Multi-Company Support
  • 12. Inactivate Customers and Vendors New “status” includes Active, Inactive, and Temporary Add a Reason Code when inactivating New Reason Code Maintenance to setup codes Schema checking when setting to Inactive • Disallows if Customer/Vendor in certain tables Cannot use Inactive in data entry Optionally exclude from lookups Security Event to allow cash receipts and payments
  • 13. Expanded A/P Invoice Number • Can now enter up to 20 characters for invoice number • Schema, Screens, Reports, Forms, Journals, Lookups all modified for new expanded invoice number • Impacted A/P, P/O, G/L, J/C, BIE, BIR, ACH • Reports display full invoice number
  • 14. Ability to View Cleared Checks in Vendor Maintenance • New A/P Setup Option • Changes to B/R entries – Accept logic • Changes to Vendor Maintenance
  • 15. Post ACH Electronic Payments to Bank Rec in Detail • New A/P Setup Option • Previously posted lump sum • Can now post dollar value checks (previously posted lump sum)
  • 16. Paperless Office SMTP Encryption • No need to maintain dedicated Email server!!! • Google mail, Yahoo, Hotmail, etc. • Chillkat 9.3.0 now installed • Company Maintenance E-mail tab – Select SSL or TSL/STARTTLS
  • 17. Item Maintenance Main Tab A picture is worth a thousand words!
  • 18. Business Alerts • Important News! • As of November 1, 2012 Sage will not longer distribute Global Software’s products (Business Alerts) • Sage and Global Software are working on a transition of customers, support and renewals • Details will be communicated to partners and customers as soon as the details are finalized
  • 19. Features as a Service Connected Services SERVICES
  • 20. Sage 100 ERP Sales Tax Sage Fixed Assets Sage CRM
  • 21. What’s New in Sage Fixed Assets 2013.0 • Combined Product Families – Government, Nonprofit, Canada and US in one product • Editable Notes • Attach PDF’s to Assets • Sage Advisor Update For a quick overview and a virtual tour visit: sagefixedassets2013.com
  • 22. Sage Fixed Assets 2013 Availability • Released by Sage Fixed Assets – October 8th, 2012 • For Sage ERP customers, notification will be sent to channel partners and customers with the Sage 100 ERP 2013 autodelivery process
  • 23. Sage 100 ERP eFiling and Reporting Enhancements • Sage 100 ERP Tax Forms will be deprecated in tax year 2014 – Compliance will be maintained through 2013 Tax Year filings – TTU updates will still be available • Sage 100 ERP eFiling and Reporting will attempt to Auto-Install when accessing the eFiling Applications for the first time • Basic Sage 100 ERP eFiling and Reporting features are free for all Sage 100 ERP customers current on Maintenance – Print P/R and A/P Tax Forms (including W-2) – Electronically file Tax Forms with the Government, small fee associated
  • 24. 100 ERP 100 ERP customers
  • 25. All interactions with client on one page 25
  • 26. Quote and Sales Order Entry within CRM 26
  • 27. Sage CRM Web Client – Quick Orders for Sage 100 ERP Advanced Create Orders in a new web interface – Allows users to create an order/quote outside the firewall – No launching of the Sales Order Screen – Users will have the choice of New or Old Screens – No Sage 100 ERP workstation setup required to use web client
  • 28.
  • 31. Application-Aware CRM • Sage CRM and MS Outlook synchronization for Tasks and Appointments, contacts and emails – Communications are associated with Accounts for ingoing and outgoing emails CRM synchronization with Outlook can be automatic or with a click of a button
  • 32.
  • 33.
  • 34.
  • 35.
  • 36.
  • 37.
  • 38.
  • 39.
  • 40.
  • 41.
  • 42.
  • 43. Sage CRM version 7.1, SP 2 Multi-Company Support • Map multiple ERP companies to single Sage CRM system – Requires one-to-one relationship between ERP and CRM systems • Cannot link one CRM company to two or more ERP customers in different companies • Need to create a CRM customer for each ERP customer – CRM Server Options allows creation of “Instances” of Sage CRM • Allows for multiple installations of Sage CRM • Must map each Sage 100 ERP Company to a specific Instance
  • 44. More Sage CRM Integration • Tasks launched from Sage CRM do not use a Sage 100 ERP license – Allows for distinct separation between front and back office • Installations Updated to Maintain the Integrity of Customer and Partner Customizations – Minimizes the number of changes that need to be re-done after each upgrade – Still may require some re-work if customizations are made to the same forms that Sage modifies • Sales Order Memos will now auto display • Full Support of Chrome, Firefox, Safari and Internet Explorer
  • 45. Going Mobile • iPad & Smart Phone – Where ever you have phone access – you are connected – Ease of use – Sales staff and execs can work from anywhere, airport, car, hotel
  • 46. Sage CRM for Tablets Available Now! Sage CRM
  • 47. Visual Process Flows • A Visual Process Flow is a GUI that enables the user to better understand the workflow • Reduce training costs for new users learning the applications, and existing users learning new processes • Out-of-the-box process flows for: • Sales – Entry and Invoice – Pack and Ship – Return Goods • Customer Billing – Invoice and Receive Payment • Inventory – Physical Count • Purchases – Entry and Receipts • Vendor Payments – Invoice and Process Payment Customize business processes to specific user roles or new processes with the Process Flow Designer
  • 48. Visual Process Flows provide users with a graphical, job- oriented user interface that gives a clear view of the task they need to accomplish and drive them through the different steps User Experience Processes are displayed in a graphical view, and a simple click on a process milestone will call the underlying software function
  • 50. Visual Process Flows can be customized for specific user roles or customized processes
  • 51.
  • 53. Sage Shipping Sage Advisor Sage Intelligence Reporting Sage HRMS and Payroll
  • 54. Sage 100 ERP Shipping by SmartLinc • Small Parcel up to 2000/month • Subscription based pricing (cloud only) • Multi-Carrier solution • UPS, FedEx, USPS • Sage 100 ERP integration automatically populates the Ship To, Ship From and Ship Via • Produces carrier compliant shipping label • Updates all ship data and costs back to ERP • Tracking number • Cost of Shipment • Automatic email notification to customer • Maintains shipping history
  • 55. Sage Advisor Update Sage Advisor Update notifies you when updates are available for the Sage products you use. You can use this console to: – set notification options – review information about available updates – download updates – monitor the status of your Sage Business Care account Note: Installing updates can affect customizations or integrated products.
  • 56. Schedule When to Check for View available Easily Download Updates updates Fixes and Updates
  • 57. Financials Financials Performance Distribution Performance Distribution Sage Intelligence Reporting Cloud Platforms Platforms Connectivity User User Future Experience Experience themes
  • 58. Sage ERP 100 Intelligence
  • 59. Sage ERP 100 Intelligence REPORT COMPONENTS: • Data Container • Report Creation & Properties • Predefined financial and operations reports for REPORT COMPONENTS: management, sales, purchases and inventory – Access to all modules and data (not just GL!) – Dashboard and trend analysis reports – Consolidation of multiple companies and databases – Data Output to MS Excel and template
  • 60. Sage ERP 100 Intelligence Available in 4.5 and 2013
  • 61. Multiple Multiple Budgets Years Report Designer Add-In
  • 62. Add & Delete Your Own Groupings
  • 63. Larger Maximize Smoother Text Window Dragging Insert At Selection
  • 64. Easy to Use Ribbon Better User Experience Menus Easier Navigation Improved Productivity Decreased Learning Curve File Home Tools Help Rename Run Sample Delete Check/Test Copy Move Paste Add Folder Add Report Refresh Run Design Save Create Lock/Unlock History To Template Shortcut Actions Report File Home Tools Help Rename Delete Copy Move Paste Test Lookup Add Dependencies Find & Check/Test All Add Add Data Driver Check/Test Sample Data Refresh To Expressions Replace Expressions Connection Container Properties Actions Expression Data Container Connection
  • 65. Exciting Boardroom Modern Look New Templates! Ready & Feel
  • 66. More Data! Faster! Performance Pre-defined Financial Reports Report Designer Add-In Financial Report Designer 2 GB Database 2 Fiscal Years 11 Fiscal Years 2700 Accounts 5600 Accounts 35061 Budget Balances 117000 Budget Balances 6.5 Minutes to Run 42 Seconds 2.5 GB Database 2 Fiscal Years 10 Fiscal Years 10281 Accounts 46580 Accounts 133000 Budget Balances 0 Budget Balances 25 Minutes 1 Minute
  • 67. Sage 100 ERP Intelligence Reporting Add-In Add-In 2 2013 PU1 PU2 Financials (Reporting Trees, Row grouping, FRx Conversion) User Experience (Ribbon, drag&drop, templates) 2011 2012 2013 Performance (5 min to 40 seconds) Distribution Platforms (Office 2013, 64-bit) Templates (CRM/ERP, others)
  • 68. Potential Future Themes for Sage Intelligence Report Designer for more ERP Modules Mobility Alerting Predictions Social Collaboration More Reports templates!
  • 69. Additional Learning Opportunities • Join the BI Community - http://community.alchemex.com/ • Register for FREE webcasts www.alchemex.com/Webinars.aspx • Sign up for Sage Intelligence and Excel Tips & Tricks www.alchemex.com/SubscribeNewsletters.aspx • Free Sales report template: Sage 100 ERP and Sage CRM Report
  • 70. Sage HRMS and Payroll Sage HRMS Payroll Payroll Reporting Pricing More Info Federal and State e-filing and Reporting Options Why Sage HRMS Payroll?  e-filing from Aatrix • http://na.sage.com/sage-hrms/ and  Pricing Deposit (included levels Direct based on employee  Improved GL Integration printed forms  Free No requirement to purchase Sage HRMS  Quarterly Updates Low cost e-filing unlimited)  full suite  Federal/State/Provincial/Local Taxes custom reporting Sage Paycards  Crystal reports for  Multiple years of history  Edit Prior Year History Bonus- Sage Source for online Paystub viewing
  • 72. SAP® Crystal Reports 2011 For Sage • Updated to latest version of SAP® Crystal Reports 2011 for Sage • Updated the report engine run-time components utilizing a modern .NET architecture – All standard reports and forms saved with a 2011 backwards compatible format • Crystal Conversion Utility updated with the .NET architecture and a new user interface • Allows Sage 100 ERP to stay current with SAP® Crystal Reports new features and product updates
  • 73. 64-bit ProvideX OBDC Driver • New 64-bit ProvideX ODBC Driver Available • Allows Integrations with 64-bit Applications – Microsoft SQL Server – Microsoft Office • Separate Installation found off the Productivity Tools menu on the Sage 100 ERP Autorun Menu
  • 75. Beyond the 2013 Release
  • 76. Pillars of Sage CRM Cloud Integration Easy Mobile Cloud Easy to try, Any device Lower buy and data TCO use integration Provide ROI quickly  ERP data integration without the complexity  Easier to setup & administer  Easier to sell with shorter sales cycles  Drive NEW sales for Sage CRM Cloud and Sage ERP  Easier Implementation
  • 77. Sage 100 ERP Future Release Themes • Sage CRM Cloud Integration • Support the innovation results • User Interface improvements • Feature enhancements • Features as a service Note: Next major release scheduled for August 2013
  • 78. User Interface Improvements • New Icons will provide an updated look • Additional Visual Process Flows • New background color enhancements
  • 79. Mobility and Modern Technology INNOVATION
  • 80. Sage Mobile Service (Billable Services) The Road
  • 82. Vote On Your Ideas! Top ideas from https://www11.v1ideas.com/SageERP/MAS90and200
  • 83. Questions? Sage Regional Sales Manager Peter Grajczyk (604)-207-9480 Peter.grajczyk@Sage.com Leanne Lowe Sage Sage100erppresales@sage.com