Sage 2015 roadmap – next release and beyond

Get the most out of your Sage softwareSage 100 ERPandSage 500 ERP
Deborah Nelson, Sage 100 ERP Product Manager
October 14, 2014

Sales
Sales flatten from increasing time spent on
customer issues and management tasks.
Poor visibility into customers potential and
stock on hand. Marketing
Lacks customer insight to generate
demand. Stocks out create poor
e-commerce experience.
Purchasing
Lacks visibility into costs and margins. Rushing
orders by lack of accurate planning.
Unpredictable suppliers performance.
Accounting and Payroll
Spends most time on receivables and
closing at the expense of accurate
forecasting and cash flow optimization.
CEO
Lacks timely information to make
decisions. Struggles to gain efficiency and
free up capital for growth.
Production/Manufacturing
Loses productivity from poor planning and
quality control. Poor visibility into production
costs.
Warehouse
Excess inventory keeps growing,
while still experiencing frequent
stock outs from poor demand
forecast.
There are many
pressing challenges
running your
business

Standard Business Maturity Curve

More than 50% of small and medium-sized businesses
are trailing their competitors or at risk of falling behind
4
10%
13% Far Ahead
Far
Behind or
Behind
41%
One of several large Sage studies. 1,100 company owners and leaders reported their companies’ performance

How well is your company competing this year?
5
Far Ahead of our competitors
Aheadof our competitors
About Even with our competitors
Behindour competitors
Far Behind our competitors
Our
company is…
…at winning and keeping customers

Global API
Global API
Significant differences between the top and bottom
performing companies
6
Ratio of sales and
service employees to
total employees
Level of adoption of cloud
and mobile services lower
5 out 10 7 out 10
higher
13% 10% Far Ahead
Far Behind or
Behind

A powerful new Cloud Maturity Curve emerged from our studies
95%
62%
Owners/Leaders
are avid mobile users
Owners/Leaders
use mobility for business
SMB Adoption Rate
**Sage Survey (m=993)
Indicates personal adoption
High
Low

Personal use provides a foundation for Company adoption
95%
62%
57%
Owners/Leaders
Company usescloud file sharing
Company accepts
payments anywhere*
Company usesconnected cloud services
Owners/Leaders
11%
7%
SMB Adoption Rate
High
Low
Indicates personal adoption

And, only a few companies have gone ‘all the way’
95%
62%
57%
Owners/Leaders
Companyaccepts payments anywhere*
Owners/Leaders
11%
3.7%
1.4%
7%
Company relies on a cloud ERP/accounting system
SMB Adoption Rate
Company hashosted accounting/ERP system
High
Low

So, what does this mean to my company?
*mobile and traditional credit card acceptance
90% of companies are seeking to extendtheir solutions
Very high risk zone
many companies Far Behind and few Ahead of their competitors
High impact zone
2x more likely to be Ahead of Far Ahead of competitors as winning and keeping customers than the high risk zone
Unknown zone
Too early to tell

We’re providing you the resources that you need to capture your cloud opportunity
Owners/Leaders
Companyaccepts payments anywhere*
Owners/Leaders
Company relies on a cloud ERP/accounting system
Company hashosted accounting/ERP system

Easy to calculate ROI services available now
Sage Mobile Sales
Sage Mobile Service
Sage Billing and Payment
Sage Payments
Sage Time
Sage Secure Files
Sage CRM
Available Now
We are working on these services
Helping you, win, serve and keep customers

A close up on the Sage Data Cloud –a hybrid cloud model
Sage Data Cloud connects
•Sage’s ERP and accounting systems with mobile applications
•Sage’s services and applications across devices
•Sage’s ISV applications to the ERPs
•Data from Sage’s ERP products to the cloud

Your business might need to change to grow more

Sales
Sales flatten from increasing time spent on
customer issues and management tasks.
Poor visibility into customers potential and
stock on hand. Marketing
Lacks customer insight to generate
demand. Stocks out create poor
e-commerce experience.
Service and Sales
Lacks visibility into costs and margins. Rushing
orders by lack of accurate planning.
Unpredictable suppliers performance.
Spends most time on receivables and closing at the
expense of accurate forecasting and cash flow
optimization.
CEO
Lacks timely information to make
decisions. Struggles to gain efficiency and
free up capital for growth.
Production/Manufacturing
Loses productivity from poor planning and
quality control. Poor visibility into production
costs.
Warehouse
Excess inventory keeps growing,
while still experiencing frequent stock
outs from poor demand forecast.
There are many
resources available to
help you capture new
opportunities
Sage Mobile
Sales
Sage
CRM
Sage Billing
and Payment
Sage
Intelligence
Sage
Inventory
Advisor
Sage
Payments
Sage Time
Sage
Inventory
Advisor
ISV
Solutions
ISV
solutions
Sage
CRM
Sage
CRM
Sage Mobile
Sales
Sage
CRM
ISV
solutions
Sage
Inventory
Advisor
Sage Alerts
& Workflow

•Mid-sized Distributor in Indiana
•Founded 25 years ago
•Meet precise customer requirements
•Develop lasting customer relationships
•Service, experience, dependability, relationship
•Has expanded twice, currently have35,000 sq. feet warehouse capacity
•12 users on Sage 100 ERP 2013
•Accounts Payable
•Accounts Receivable
•General Ledger
•Bank Reconciliation
•Credit Card Processing
•Crystal Reports
Sage 100 ERP 2013
•Inventory Management
•Purchase Order
•Sales Order
•Visual Integrator
•Fixed Assets
•Sage Mobile Sales

Top FY-2014 Initiative for St. Joseph Packaging
Needed to improve office efficiencies
–Excessive amount of effort required and paper used entering faxed orders.
Wanted to increase Sales Revenue
–Too much time spent phoning in orders from customer sites
Added Sage Mobile Sales
–Provided ability to process orders without paper!
–Salespeople can access inventory, process orders from customer sites
Results
•Reduced paper use when processing orders
•Cut out errors made transcribing faxed paperwork
•50% of order’s from Top 10 Customers entered through Sage Mobile Sales
•Increased customer service and order accuracy
•More efficient salespeople producing more revenue –up $400K in 6 months
•Increase in sales volume YTD of 16%

•Founded in 1971
•Leader in commercial and residential pipe hangers
•Prime manufacturing capabilities
•Superior product offering
•Over 800 SKUs
•Immediate shipping
•Allow customers to maintain minimum inventories
•25 employees
•5 users on Sage 100 ERP
•Accounts Payable
•Accounts Receivable
•Bank Reconciliation
•Bar Code
•Custom Office
•Crystal Reports
•General Ledger
Sage 100 ERP 2013
•Inventory Management
•Purchase Order
•Sales Order
•Work Order
•Visual Integrator
•Sage Inventory Advisor

Top FY-2014 Initiative for Warwick Hanger
Lacked visibility into shortages
•Carry over 800 SKUs
•Orders are picked throughout the day
•Lacked visibility into shortages until it was too late to build more
Long lead times from vendors in China
•Spreadsheet 3-month forecasting
•Couldn’t account for seasonality fluctuations
•Sometimes had to purchase from competitors to meet demand
Added
•Sage Inventory Advisor
–Dashboard enabled supervisors to easily see status
–Utilizes historical information and industry algorithms
Results
•No more surprises or afternoon emergencies
•Order pickers have enough product on the shelf to fill customer demand
•All overseas orders go through Sage Inventory Advisor
•No shortages in the last 4 months

Sage 100 ERP Product RoadmapDelivering value in the Core, and integrated mobile and web Connected Services
Sage Data Cloud*
•Sage CRM Online
•Sage Secure Files
•Sage Time
Sage Data Cloud*
•ISV Enablement
•Budgeting and Planning
•Sage Fixed Assets Online
2015 Release
•Vendor Name Expansion
•PO History
•PO Copy From
•UI Scripting
•Level 3 Credit Card Processing
•AR Cash Receipts –Flashlight
•Capture User Roles
•Keep Open for PO/SO Forms
•AmyuniDriver for Paperless
•Font Update for Crystal Performance
2016 Release
•Manufacturing and Distribution Improvements
•Drop Ship Improvements
•Easier completionof Purchase Orders
•Expansion of AR Data Fields
•DRM for Warehouses (Inactivate)
•Receipt of multiple orders on an invoice for PO & SO
•Paperless Office Improvements
•Extended Item Descriptions for Misc.
•SData Update
*Subject to change
2015
2016

Sage CRM Online helps you close more and larger deals
Hot lead from website just appeared! Prep for next customer meeting
Sage CRM Online
Sage CRM Online

Sage CRM Online paired with Sage Mobile Sales provides an ideal fully-integrated solution with your Sage ERP
Build bigger orders
Impress customers
Real-time integration with Sage ERP
Sage Mobile Sales
What other deals can I close today???
Sage CRM Online
Fully prepared and ready to visit customer. Time to go close the deal!

Provides clear insight into salesperson productivity
See how your reps are performing against their forecast

Sage 100 ERP -Purchase Order History Creation

Sage 100 ERP
Purchase Order History –Inquiry and Reporting

Flashlight added to A/R Cash Receipts

Sales and Customer Service
IT/System Admin
Warehouse
We heard you!
We added 50+ control, workflow
and usability improvements in
Sage 100 ERP 2015
Control
exporting
from ALE
and grids
Color code
border
frame by
company
Reverse
Journal
Entry
Column
sorting
(BR, AP,
AR)
RMA
Entry
from
Sage
CRM
Displaying SO
Quote History
Inquiry fields
(Product Type
& Line, Price
Code)
Salesperson
Commission
Report now
has Pay Date
as an option
Second pre-auth
on
credit card
after first
one has
expired
Added Ship
Via to
Customer
Ship-To
Address
dialog
New warning
message for
when quantity
shipped ≠
quantity
packed
Vendor Memo
button added
to main panel
(outside folder
region) in
many dialogs
Large
Employer
---
ACA
reporting
Purchasing
Vendor
Name now
50
characters
“Select
Invoices”
for
Purchase
Transfer
Vendors
Third Party
and Level
3 Credit
Card
Processing
Detailed
Activity Log
for Module
Setup
Options
Default for
“Print Full
Comments”
in Invoice
Register
Custom UI
Scripting
PO History,
Copy
From, and
reporting
options

Sage 500 Product RoadmapDelivering value in the Core, Mobility and Cloud Connected Services
Sage Data Cloud*
•Sage Mobile Sales
•Sage Billing and Payments
•Sage Enterprise Intelligence
Sage Data Cloud*
•Sage CRM
•Sage Mobile Service
2014 Release
•EFT Receivables
•Reverse Memo/
PymtApplication
•SO # on Invoice
•Extended eMail
2015 Release
•Inventory Purge
•EFT Doc Transmit
•Multi DistCM
•CustMemo Notify
•Color-coded Company
•AP Vendor CC Clearing
2017 Release
•Combined Posting
Reports
•Purchases Clearing
•Inter-company CM
•Component Scrap
*Subject to change
2014
2015
2016
2017
Sage Data Cloud*
•ISV Enablement
•Project Files
•Budgeting / Planning

Christine
Customer Service Rep

Summary
•Sage customers are constantly on the move and the way they do business is changing
•Both Sage 100 ERP and Sage 500 ERP are evolving to serve both your current and future needs
•Sage continues to work to provide you with the freedom to succeed

Our Vision
To be recognized as the most valuable supporter of small and medium sized companies by creating greater freedom for them to succeed.

What new (to you) features/solutions did you hear about today?
Questions or Feedback?

•Deborah Nelson, Product Manager Sage 100 ERP
•Deborah.nelson@sage.com
•949-790-2081
•Linda Cade, Product Manager Sage 500 ERP
•Linda.cade@sage.com
•949-864-7040
•Contact Socius: http://www.socius1.com/contact/
•Contact Sage Product Managers:
Take your business to the next level today

Sage 2015 roadmap – next release and beyond

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