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Issue 1  •  2016 
In This Issue 
  
Page 1 
A Closer Look at 
Sage 300c 
Page 2 
Sage CRM: 
A Closer Look at 
New MailChimp 
Integration 
Page 3 
Sage HRMS: 
Introducing Sage 
Time for Time & 
Attendance 
Tracking 
Page 4 
New Features in 
Sage Intelligence 
Reporting 2016 
A CLOSER LOOK AT SAGE 300 “c” 
Answers to Frequently‐Asked Questions (FAQs) 
Concurrent with the release of Sage 300 2016 a couple of months ago, Sage also launched a new     
product called Sage 300c. In this article, we’ll provide answers to some frequently‐asked questions 
about this newest addition to the Sage 300 product family. 
What is Sage 300c Exactly? 
It’s easiest to think of Sage 300c as a new deluxe version of the same core Sage 300 software that 
has been available for decades.  Existing customers of the “traditional” Sage 300 product would 
discover that features, workflow, and functionality in Sage 300c are nearly identical. 
So What’s the Main Difference? 
The main difference from the standard Sage 300 product is that Sage 300c features a totally new 
and modernized user interface along with unique screen and desktop personalization options.   
The new interface is also designed around mobile technology so you get a more modern Sage 300 
experience across multiple devices from your desktop or laptop to your mobile phone or tablet. 
How is Sage 300c Priced and Packaged? 
Another difference from the traditional Sage 300 product which is sold under perpetual licensing is 
that Sage 300c is available on a subscription basis only.  Sage 300c customers can choose monthly, 
1‐year, or 3‐year billing.  The product is available in 3 prepackaged bundles including Essentials, 
Advanced, and Complete. 
In a nutshell, the Essentials bundle includes core financial functionality like GL, AP,  and AR.  The 
Advanced bundle adds sales, purchasing, and inventory. The Complete bundle offers everything in 
Essentials and Advanced plus project job cost, multicurrency, intercompany, and GL Consolidation. 
Should I Switch? 
Since Sage 300c is a new premium option, current on‐plan customers pay 15% over their existing 
Sage Business Care renewal cost to switch and upgrade to Sage 300c.  While things can change 
down the road as new releases come out, Sage 300c ‐ as it stands today ‐ is functionally the same 
as the “traditional” Sage 300 product you may already be using (and in some areas, a little LESS 
functional than the traditional product). 
So the question of whether you should switch will depend on how much value the mobility,     
modern interface, and bundled subscription pricing will have on your unique operations and    
business.  In short, Sage 300c offers a way to leverage new and modern web technology without a 
significant disruption to your current processes, workflow, and product familiarity. 
Contact us with any questions about functionality or pricing of the new Sage 300c. 
YOUR
LOGO
HERE
 
Company Name, Inc.  •   www.website.com 
YOUR
LOGO
HERE
Sage CRM 
A Closer Look at MailChimp Integration 
For many Sage customers, the announced integration with 
MailChimp that accompanied the release of Sage CRM 7.3  
flew under the radar.  So in this article, we’ll take a closer 
look at what MailChimp is, how it works with Sage CRM, and 
why you should even care. 
What is MailChimp? 
First things first. MailChimp is web‐based email marketing 
software that helps you design emails (i.e. newsletters),   
create campaigns, send them out, and measure results. 
Why would you need a special tool for email you ask? After 
all, you can certainly send email newsletters out through 
your own email servers or popular services like Gmail,     
Hotmail, or Outlook. But those are really designed to send 
one‐to‐one email ‐ or maybe to a small group of people. 
On the other hand, an email service provider (like 
MailChimp) is designed to send bulk email to hundreds or 
even thousands of recipients without taking down your in‐
house server or landing you on a spam/blacklist. An email 
service provider (ESP) also implements safeguards that help 
you remain in compliance with CAN‐SPAM requirements.  
Last, and maybe most important, MailChimp provides      
detailed reports on opens, clicks, and other email activity 
that allow you to measure the success of your efforts. 
Sage CRM Integration with MailChimp 
When you integrate Sage CRM with MailChimp, you unlock 
efficiency that makes your email marketing easier and more 
effective. In a nutshell, the new integration allows you to: 
Push Sage CRM Contacts Into MailChimp ‐ there’s no need 
to maintain multiple contact databases in two separate   
software applications which can get messy and out of sync. 
Create New Email Campaigns in Sage CRM ‐ you remain 
right in Sage CRM as you launch new email campaigns. No 
need to switch back and forth between programs. 
View Campaign Results in Sage CRM ‐ campaign results  
data (opens, clicks, bounces, unsubscribe, etc.) captured in 
MailChimp is automatically written back to your contact  
records in Sage CRM.   
So the next time you bring up a contact and perhaps want to 
prepare for a follow up call, you can see how engaged 
they’ve been with your email outreach and what particular 
links they’ve clicked on right within Sage CRM. This data and 
activity can provide valuable insight into purchase intent and 
help drive more timely and effective follow up from your 
sales team. 
Getting Started 
Perhaps one of the best MailChimp features of all is that you 
can send email to up to 2,000 subscribers and 12,000 emails 
per month totally free.  They call if the “Forever Free” plan.  
If you have more than 2,000 subscribers/contacts, they also 
offer a variety of pricing plans depending on the size of your 
list, frequency of email, and desired “advanced” options. 
Contact Us with questions about the new integration with 
MailChimp or if you’d like help getting it set up and running 
within your Sage CRM system. 
 
Company Name, Inc.  •   www.website.com 
  
INTRODUCING SAGE TIME 
Time and Attendance Management 
Sage recently announced the launch of their newest payroll 
application called Sage Time. In this article, we’ll take a look 
at this time and attendance management software that 
works hand‐in‐hand with Sage HRMS. 
What is Sage Time? 
Sage Time is an intuitive, web‐based “cloud” solution that 
completely automates time and attendance management. 
Beyond simply collecting attendance data, this full‐featured 
suite also provides accrual tracking, a time off request tool, 
employee and manager self service, reporting dashboards, 
customizable process workflow, and so much more. 
Why Sage Time? 
Time tracking and payroll processing represent a significant 
cost for many companies. Especially when HR or payroll staff 
has to manually enter data submitted by employees into the 
payroll system.  The effort involved (and potential errors) can 
add significantly to your labor costs.  So when you automate 
time tracking with Sage Time, not only is it much more     
accurate, you also keep processing costs under control.  
And with a long list of labor laws and regulations like FLSA, 
built‐in audit trails provide peace of mind that your time‐
keeping policies are consistent, up to date, and accurate.  
Modern Tech for a Modern Workforce 
Sage Time is a completely web‐based solution that’s built for 
flexibility. That means your employees can enter their time 
from just about anywhere using any one of three collection 
methods including: 
• On the Web 
• Using a Timeclock 
• On a Mobile Device 
Sage Time also offers a wide selection of registration devices 
such as various badge terminals to avoid “buddy punching” 
through the use of advanced biometrics. Sage Time mobile 
can capture data such as GPS location, geofencing, picture, 
group punch, employee messaging, and facial recognition 
(facial recognition currently available on Android only). 
Sage Integration 
Sage Time is delivered from the cloud as a SaaS solution and 
is integrated with Sage HRMS and Sage Payroll so it works 
with the employee data you already have. And there’s no 
need to purchase servers or install software. 
Time is of the Essence 
Get your copy of this white paper that 
discusses how to automate time and    
attendance to reduce compliance risk, 
avoid “time stealing”, cut costs, and   
boost timekeeping productivity. 
Request Your Copy 
Free White Paper 
New Features for Version 2016 
With the release of Sage 300 2016, the Sage Intelligence  
Reporting component received several enhancements. In 
this article, we’ll take a look at what the changes are and 
how they benefit you as a Sage 300 customer. 
Enhanced Report Designer 
A good majority of the changes in 2016 have been made to 
the Sage Intelligence Report Designer. The end result of 
these changes are more options and flexibility in creating 
new reports that are customized to your specific needs. 
Right out of the gate when you launch the designer, you’re 
greeted by a new instruction sheet that provides a nice  
overview of the designer tools and options. You can modify 
an existing report or create a brand new report from scratch. 
You can also choose to leverage the native Layout Generator 
for quick and easy standard report designs. Or if you’re a 
spreadsheet “power user”, you might prefer to leverage the 
power of rows, columns, lists, formulas, and reporting trees 
using the Sage Intelligence Task Pane directly in Excel. 
Time‐Saving Design Enhancements 
In addition to the new interface in the Report Designer, a 
number of time‐saving functional enhancements have been 
added as well. 
A new Missing Accounts feature automatically detects and 
identifies accounts from your system that may have been 
inadvertently excluded from your Sage Intelligence report.  
To clean up your reports and reduce visual clutter, a new 
‘Exclude Zero Rows’ checkbox option has been added. Last, 
the new Dynamic Account Ranges feature detects any 
changes in your Sage 300 General Ledger and automatically 
includes those changes at run time so your reports are al‐
ways up‐to‐date without any extra manual effort. 
New Look and Feel 
Everything from the Layout Generator and Sage Intelligence 
interface to the reports themselves have a completely new 
and modernized look and feel. But more than just good 
looks, these changes also include vast improvements in    
report speed and performance. 
Want to See More?  Head over to YouTube and watch the 
What’s New in Sage 300 Intelligence Reporting 2016       
webcast replay. 
Sage Business Partner, Inc. 
123 Main Street, Suite 500 
Anywhere, USA 90001 
(800) XXX‐XXXX  Info@website.com     |     www.website.com 
®Copyright 2016, Juice Marketing, LLC. www.juice-marketing.com. All rights reserved. Sage, Sage logos, and Sage product names & services mentioned herein are registered trademarks or
trademarks of Sage Software, Inc. and/or its affiliates. Other product names mentioned are trademarks of their respective owners.
SAGE INTELLIGENCE RESAGE INTELLIGENCE REPORTING CHANGESPORTING CHANGES  
YOUR
LOGO
HERE
Sage 300 Intelligence Reporting 
Frequently‐Asked Questions (FAQs) 
Request a copy of this 10‐page 
guide that explains everything you 
need to know about Sage 300    In‐
telligence Reporting and answers 
some of the most frequently‐asked 
questions about what the product is 
and how it works. 
Get the Guide > 
 

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