The webinar discusses the Sage X3 Sales App version 2.0, which provides a mobile sales tool that allows users to access real-time Sage X3 customer and sales data from an iPad. The app features include customizable dashboards, reports, mapping, and the ability to view customers, products, orders, invoices and payments. A live demonstration of the app's features and capabilities was presented.

1. Live Webinar:
Webinar Audio:
You can dial the telephone numbers located on your webinar panel.
Or listen in using your headphones or computer speakers.
Welcome!

2. Today’s Presenters
Tom Dieterle | Net@Work
Sr. Account Manager
Pedro Pego
Mobility CTO of F5IT

3. Webinar Details
• Presentation is roughly 1 hour
• All phone lines are muted
• If anyone has any questions during this webinar – please type
them in your Questions Box located at the bottom of your webinar
panel

4. 180+ Business
Technology
Architects and
Consultants
IT Road
Mapping
& Strategic
Planning
Business
Process Review
Ecosystem
BI, Analytics
& Reporting
Cloud & IT
Managed Services
ERP/
Accounting
Web
Development &
e-Commerce
Sister Company
Payment
Processing
SWYPE
Sister Company
CRM &
Marketing
Automation
HRMS/
Employer
Solutions
Document
Management
Nonprofit
Solutions
Managed Print
Services
Sister Company

5. Sage X3 Sales App
Sage X3 Sales App v2.0
• Presenting Sales app (video)
• Key Benefits
• Features
• Integration
• Next release features
• Live demonstration

6. Sage X3 Sales App v2.0
Key Benefits
Comprehensive Sales
Analysis
Self-service app with real-time data providing immediate
and comprehensive access to customer data while
equipping sales reps to make rapid and smarter decisions.
Supportive Sales
Enablement
Real-time information to manage customer meetings and
prospective leads, access to order management
capabilities as well as the equipping sales with timely data
to find additional sales opportunities, become more
systematic at cross-selling, up-selling to increase order
size.
Engaged Customer
Service
Shares information easily between Sage X3 and the sales
app to order items, pay invoices and view statements while
in the field as well as improves sales efficiency by reducing
communication errors and eliminates the need to go back
to the office prior to making a sales-related decision.
Sage X3 Sales App

7. Sage X3 Sales App Key Newest
Features
✓ New User Interface based on Sage X3 V7 design
✓ Select fields displayed in various menus such as Customers and Orders
✓ Search products by site and customer
✓ Create new customers and prospects from leads
✓ Multi-filter and multi-sort in each menu
✓ New lateral paging navigation
✓ Customizable syncing options
✓ Add attachments (available in offline mode)
✓ Shopping cart that saves contents for each customer
✓ View lists in menus where fields can be parametrized in X3 object Left List
✓ New product view modes
✓ View 10 closest/farthest customers on map based on your current location
✓ New Deliveries and returns menu
✓ Product commercial kits (BOM) with component selection
Sage X3 Sales App

8. Sage X3 Sales App v2.0
Features
User Interface
• Apple iPad interface with real-time access to Sage X3.
• At-a-glance cumulative customer data on home dashboard (today/tomorrow
calendar, top five customers & products, last orders, yearly sales by month).
• Drill down information on customers, products, orders, quotes, invoices, and
payments.
• UI based on Sage X3 V7 design.
Synchro-
nization
• Several sync options available to data offline including Customers, Sales Reps,
Companies, Statistics, Products, and Documents
Pending
Actions
• List of pending actions to sync includes orders to send, orders to delete and
meetings to create.
Reports • Displays Sales Rep activity in the Sales App.
Calendar • Daily calendar view of current and next day’s schedule.
Map
• Map view with ability to localize and drop pins to save or navigate to that location.
• View closest and farthest customers
Statistics
• Monthly stats for the past five years for a selected customer.
• Stats for best and worst month sales as well as monthly average sales.
• Top highs and top lows products for selected year for the past five years.
Customer View
• Drill-down/drill-up through customer data including:
• Customer stats including top product family & items shown yearly for the past five
years as well as monthly sales for each year for the past five years.

9. Sage X3 Sales App v2.0
Features
Products
• Drill-down/drill-up through product data including:
o Product list view and the ability to add products to cart.
o Ability to view cart and products added to cart.
o Ability to zoom in and pan on product images.
Orders
• Create, view, delete, and email orders with the ability to edit discounts and
quantity of each product.
Customers,
Leads, and
Prospects
• Create new customers, leads, and prospects and view details of each.
Quotes
• Create, view, delete, and emails quotes with the ability to edit discounts and
quantity of each product.
Payments
• Create, view, delete, and emails payments with the ability to view payment
details.
Invoices
• Create, view, delete, and email invoices with the ability to view individual invoice
details. The ability to modify/change an existing invoice is not available.
Deliveries • Create, view, and modify deliveries with the ability to view delivery details.
Fields
• Select fields you want displayed in various menus such as Customers and
Orders.
Global View • Equipped to view in multiple languages and within a multi-folder setup.
Sage X3 Sales App

10. Sage X3 Sales App v2.0
Integration
Mobility
• Operates on Apple iPad/iPhone (iOS 8 or higher)
• Operates on Android devices
• minimum requirements:
- Android 4.4.2 Kit Kat
- Screen size: 7''
- CPU: 1,0 GHz
- RAM memory: 1 GB
● The app is developed in C Sharp with Monotouch Tool and then C
Sharp code is translated into Objective-C (Apple’s native language).
● Access to online and offline
● Small database in SQL light for use in offline mode. There are
no limits in offline mode and a synchronization tool is included.
Sage X3 Sales App

11. Sage X3 Sales App v2.0
Next release features
Working
on...
• Printing options (bluetooth)
• Pricelist customized on Sage X3 (specific function)
• Ability to add your own functions (specific or standard)
• Barcode reading
Sage X3 Sales App

12. Sage X3 Sales App
Sage X3 Sales App v2.0
Live demonstration