SlideShare a Scribd company logo
Prepared by {Kevin Conan}
Financials
for theNewEconomy
kevinconan
kev_conan
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
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
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
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
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?
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
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
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
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
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
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?
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
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
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
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
DrivingCollaboration
Introduction to Financials
17
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
Partner Ecosystem
Introduction to Financials
19
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
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
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)
The Financials Community
Introduction to Financials
23
1,000+ customers and growing…
Introduction to Financials
24
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
• 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
Customer success
Introduction to Financials
27
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
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
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
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
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
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
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
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

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Sage - Gestion et Finance - Kevin Conan

  • 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
  • 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)
  • 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
  • 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