6. Mobile is now first for business
Mobile trends in the SMB space
70%small business owners are
working longer days and
weekends
6
82%saw increased use of smartphones
71%saw increased use of tablets
70%supply mobile devices to their
employees
85%said mobility has increased productivity
94%state email as the primary app for remote
access, 23% said ERP, 21% said Time
management, and 72% said accessing
contacts and customer information
Source:Sage SMB surveys (2013)
12. Selling Sage Billing and Payment – Tips and Tricks
Introducing Sage Mobile Solutions 12
What customer experience is their
competitor providing?
Brand
&
Customer Experience
ROI
Online Calculator
Prompt with Questions
30
More than 30 invoices from paper to
electronic provides immediate ROI
No UDF’s or Optional Fields
Highly Customized Invoices
17. Pricing
17
Service Setup 1-5 users 6-10
users
11-25
users
26+
Sage Mobile Sales $495 $19.95 $18.95 $17.95 $15.95
Sage Mobile
Service
$395 $19.95 $18.95 $17.95 $15.95
Sage Billing and
Payment* per
company
$100 $29.95
Sage Payment
Services - Optional
Sage Sales Tax -
Optional
Gold Support Included
1 Swiper per user
included
Pricing
18. Roadmap
Sage Mobile Sales For customer who sell products
Today: Mobile sales catalogue | Tomorrow: Full Sales Office
Windows 8.1 (Tablet support)
Purchase History (24 months back from ERP)
Sales reps see only their customers
Sage Mobile Service For customers who service outside office
Today: Light service app | Tomorrow: Optimized Service Advisor
Android support
I/C Integration
Technician Ranking
Sage Billing &
Payment
For everyone who invoices
Today: Electronic invoicing | Tomorrow: Receivables and Collections
Management
Level 3 credit card data
Customer Portal
20. K2 Accounting Technology Tour 2013
Sage Mobile Sales Windows 8.1
• Availability: July 2014
• Run the Mobile Sales App on both a Windows 8.1 tablet and an 8.1 PC
21. Thank You For Attending!
For additional information, please contact your Net@Work Account Manager or:
Howard Finestone, Net@Work
Sage 100 ERP Practice Director
(800) 719-3307 x 0816
hfinestone@netatwork.com
Questions?
Editor's Notes
So, today with Sage, your business might look like this. You have different departments, and they are all connected
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to Sage 100 ERP. This is fantastic for people within your walls. Most companies, however, are not contained in four walls. Many companies have sales people
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out in the field that visit customers. And with people being more mobile today, it’s not uncommon to see people meeting or working
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at a coffee shop. Companies might have
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servicepersons out in the field installing, repairing, or troubleshooting customer issues.
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Customer’s work with your business. Some companies have
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remote locations as well. Today, it might be a little hard to collaborate across this diversified business. But with Sage 100 ERP 2014,
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your business is connected to the Sage Data Cloud, allowing you to connect your entire business. Your
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Salespeople will be able to view customer information, place quotes and orders, and take payments from the field. You can
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meet customers over coffee and present a visual catalog to them on your iPad, giving them an improved customer experience. You’ll
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be able to see inventory levels through a browser from anywhere for any location, allowing your business to make sure you have the right inventory in the right places. Your
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customers will be able to receive invoices electronically and pay them online, accessing their history and information through an online customer portal. And your
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Servicepersons are able to see their work schedules, view customer information and work orders through their phone. They can add items to the work order, get customer signoff, and even take payment in the field.
What impression are you making on your customers when they see your invoice? Wouldn’t you like the option of making an impression with your invoices.
There are 2 main areas where customers will find SBP of interest and it will likely depend on who you are talking to
is customer experience and branding. Taking their invoice from black and white paper to full color HTML. If you have a demo system and can insert their logo into an invoice it can really show them what is possible with the SBP invoice templates
2. ROI – the savings for hard costs for mailing as well as time spent on paper invoices is often most appealing to the person doing the work, AR, bookkeeper etc. – ROI calculator is a link to the online calculator – show this for 1 min if possible to show how easy it
Keep in mind there are some customers who may not be a fit as well
