Version 6.5 of Sage ERP X3 includes several new features and enhancements. It provides 3 new countries for the Standard Edition, 3 new legislations for the International Edition, and integrations with Sage CRM and Sage SalesLogix solutions. The release also further embeds the EDM module for managing documents and files within Sage ERP X3. Additional improvements include new modules for REACH compliance, fixed assets, and more legal add-ons in the base product. Overall, the release contains over 80 enhancements focused on usability, compliance, reporting, and performance.

2. 2

3. Welcome from Bob Anderson

4. Our portfolio vision
Karen Ainley and Lindsay Boullin

7. from to

9. The Future…

10. IDC predicts a new wave of business ICT
evolution
More
users
More
‘things’ to
manage
Growth
More More
devolved ways to
decisions access
More More
mobility data

11. Our product vision for the mid market

12. Mid market business leaders focus for 2012?
Reduce costs and improve processes
Business priorities for 2012
4
3
Business priorities for
2 2012

13. Mid market IT leaders focus for 2012?
Support new business innovation
Cloud and SaaS
Outsourcing
Improving IT SLAs
Compliance
Virtualisation
BI and analytics implementation
Reduction of IT cost
! Consolidation of IT infrastructure
Improving IT security

14. Sage ERP X3
Objective
Be the market leading solution for the core mid-market
Provide a cost effective migration path for growing customers
Target Market Themes to 2015 (for UK) 2013 Focus
Mid market businesses: Localisation Phase 2 of localisation
100 – 999 employees Migration • Quality and
In fast growth Cloud documentation
Consolidating systems / Subscription • Enhanced compliance
processes CRM • UK market requirements
New business models
Concerned about change
Sectors:
• Manufacturing
(Process and Discrete)
• Distribution
• Business Services
14

15. Sage 200
Product Objective
A market leading proposition that is customer centric, easy to use and intuitive
– delivering a product experience which is second to none
Target Market Themes to 2015 2013 focus
Turnover £1-£50m Sage 200 Next Generation - Phase 1 of Sage 200 next
Up to 200 Employees choice of deployment & generation delivering
payment methods Financials, Commercials,
UK businesses – single or
Next generation modules i.e. Project Accounting & WTE
multi-site BI & CRM and BOM to the cloud . The
Sectors: Increase device agnostic 2013 release offers
• Manufacturing anytime access customers a choice of
• Distribution Improve customer journey for deployment methods and
• Business Services customers out growing Sage choice of payment methods.
50 and competitor products In addition we are
Improve quality & sharpen implementing 10 top wish list
customer focus by items, satisfying the
strengthening the core requiemenst of almost 400
product ensuring customer customers.
focus is at the heart of the
roadmap
15

16. Sage ERP 1000
(including Line 500)
Objective
A compelling migration path for our Line 500 and Sage 1000 customers
A reliable, high value solution used by an engaged base
Target Market Themes to 2015 2013 focus
Existing Line 500 / Sage Maintain the highly stable Release of Sage ERP
1000 customers operating core 1000 v4 including Sage
mainly in the UK Deliver value through Asset 1000
adjacent technologies: Completion of CRM
CRM, Payroll, Reporting, integration
Connected Services Payroll RTI and PYE
compliance
Replace payroll
Ongoing quality focus and
technology compliance
German Accreditation
Tools to assist Sage ERP
X3 migrations
16

17. What do European leaders focus on to
improve customer experience?
Customer Experience Priorities in 2012
30
25
20
15
10
5
Customer Experience
% 0 Priorities in 2012

18. Sage CRM
Objective
To meet the business relationship management needs of Sage’s
core customers
Target Market Key themes to 2015 2013 focus
Small to Mid Sized • Cloud Cloud
Businesses • Integration 2012 r2
• Cross browser compatibility
Need to compete • Cloud and on- • Android Smartphone support
effectively with larger premise • Tablet support
businesses with bigger • Codeless customisation 2013 r1
budgets • Mobile and Social media • Smart entity builder
Want fast Return on their ready 2013 r2
• Smart entities (core)
Investment • Smart analytics On-premise
Likely to be focussing on 7.2 (Spring 2013)
specific business pains • Social (Yammer, Facebook)
• Mobile (iPad, Windows 8)
• Integration enhancements
18

19. Sage SalesLogix
Objective
To provide a powerful, customisable solution for sophisticated
businesses, whatever their preferred deployment model
Target Market Key themes to 2015 2013 focus
Larger more sophisticated • Outstanding usability v8.0
businesses • Social CRM • Quality
See business • Mobile • Work how and where
relationships as strategic • Choice of deployment you want
• Financial Services • Analytics and • Easier to manage
• Business Services information presentation • Integration
• Healthcare v8.1
• Manufacturing • iPad and smart caching
• Distribution • Social CRM
Award winning CRM for • Proactive CRM
Large Enterprises • Better configuration
19

20. What our customers are saying,
so far… “One of the most exciting things for me,
as MD, is the business intelligence that is
built into Sage ERP X3 and that flows
“I was really impressed with Sage 200 2013 Cloud
from the chart of accounts”
solution, it allowed us to move from MMS to the latest
version of Sage 200 quickly and easily without the “The ability to understand profitability of
upfront cost of additional hardware and software” product/service across customers within
different geographic regions – and the ability
“We knew we needed to migrate from Line to drill down to individual transactions from
100 but have been putting it off because of the BI dashboards – allows me to make
the budget required, but Sage 200 2013 decisions on how to continue growing the
removes the barrier of budget and hardware” business in the best direction”
“Following a restructure we will be losing “50 pre-built graphical KPIs immediately
our Terminal Server environment so we allow me to analyse the business by
need an alternative way of allowing product, by region, by customer type etc.,
remote access to our Sage 200 system - giving me unprecedented access to
Sage 200 2013 is the perfect solution” information that to-date, I have to
guesstimate”

21. Thank you

22. Sage ERP X3 v6.5
What’s new overview
Steve Tattum
Sage ERP X3 Product Manager

23. Contents
• V6.5 Overview
• Standard Edition
• International
• CRM Advanced
• Sage ERP X3 EDM
• Further Enhancements
• Conclusion
V6.5 Briefing

24. V6.5 OVERVIEW
V6.5 Briefing

25. V6.5: Main features
• Minor version release covering functional and technical topics
• Major milestone for Standard edition
– 3 new countries
• International
– 3 new legislations
• Sage ERP X3 CRM Advanced for SalesLogix and Sage CRM
• Sage ERP X3 EDM
– New features, now completely embedded
• Further Enhancements
– Verteego: REACH compliance
– Fixed assets
– More legal add-ons in the Base Product
V6.5 Briefing

26. Version 6.5: More than 80 improvements
Improvements
25
20
15
10
5
0
V6.5 Briefing

27. Version 6.5: Enhancement Category
Breakdown
Usability
Compliance/Control
17% Malfunctions/Fix
Reporting
34%
Performance
10%
19%
20%
V6.5 Briefing

28. SAGE ERP X3 STANDARD
EDITION
V6.5 Briefing

29. Standard Edition: 3 new countries FY-2013
Sage UK
Sage Australia
China
• Major UK Milestone
V6.5 Briefing

30. Where is the Standard Edition offer available?
Sage Germany
Sage France
China
Sage Switzerland October 2012
Sage UK
October 2012
Sage Portugal
Sage Spain
Sage North
America
Sage Morocco
Sage Australia
October 2012
Sage South Africa
V6.5 Briefing

31. 2 deployment options for a unique product
X3 Standard X3 Premium
Ready- Tailor-
to-use made
Implementation Preset Project
Project planning 3 - 5 months 6 -12 months
Project From 35 days From 70 days
Sales Channel Channel & Direct Sales
IT Resources Limited IT team
International Multi-language Multi-legislation, language
Budget Constrained Negotiable
Functional scope Fundamental functions + Options Full ERP X3
V6.5 Briefing

32. Rapid, Low Risk Implementations
Fast ROI
Scoping Implement Testing Training Support
M0 M1 M2 M3 M4 M5
6 weeks 3 weeks 9 weeks 4 weeks 3 weeks
10 - 14 days 6 - 8 days 13 - 19 days 2 days 4 - 7 days
35 – 50 consulting days* over 25 weeks
Project Milestones
• M0 – Project Launch
* Distribution Suite = from 35 days
Manufacturing Suite = from 50 days • M1 – Description of Target Solution
• M2 – Installation of Target Solution
• 22 weeks from Launch to Go-Live
• 25 weeks to Final Production Sign-off • M3 – Acceptance of Target Solution
• M4 – Go-Live Approval
• M5 – Final Production Sign-Off
V6.5 Briefing

33. All tooled up and ready to go …..
> 02 SteeringPI002
Tracking
Planned vs.
Actual
V6.5 Briefing

34. Pre Post
-Sales
SCOPE IMPLEMENT TEST TRAIN SUPPORT Project
Qualification M0 LAUNCH MEETING Setup Guide Process Maps Process Maps Reports and
Guide PPT (Process Map) By Role By Role Period End Processing
(EC001) Sales Installation Checklist
RACI User Guides User Guides
Questionnaire Procedure
Project Functional Attendance Sheet Attendance Sheet
TOOLS & TASKS
Monitor Overviews
Acceptance Scenarios
Scoping Procedure
Presentations
Additional Settings Additional Settings Additional Settings
Procedure Procedure Procedure
Test Data Set Test Data Set Test Data Set Support
Procedure Procedure Procedure Hand‐Off:
Data Migration Data Migration Data Migration
Procedure / Templates Scoping
Procedure / Templates Procedure / Templates
Presentations
Start‐Up Start‐Up Start‐Up Start‐Up
Procedure Procedure Procedure Procedure DTS
Issue Tracking and Logging Issue & Change Request forms Signoffs
M1 M2 M3 M4 M5
DELIVERABLES
STEERING TARGET STEERING STEERING STEERING
Demo Data
COMMITTEE 1 PPT SOLUTION COMMITTEE 2 PPT COMMITTEE 3 PPT COMMITTEE 4 PPT
SIGN‐OFF: SIGN‐OFF: SIGN‐OFF: SIGN‐OFF: SIGN‐OFF:
PROPOSAL DTS INSTALL USER ACCEPTANCE READY FOR GO‐LIVE TARGET SOLUTION
Ready for
Phase 2
DSS DTS (Description of Target Solution)
PID PID (Project Initiation Document)
PROJECT
Project
Preparing the Project
Configurator
Project Monitor

35. INTERNATIONAL
V6.5 Briefing

36. New legislations: Premium Edition
• We will advise our Business
Partners when testing and
integration into the UK Core
Angola Accounts model is completed
and these legislations are made
available for sale.
Romania
Slovakia
V6.5 Briefing

37. New legislations scheduled H1-2013
• We will advise our Business
Partners when testing and
integration into the UK Core
Belgium Accounts model is completed
and these legislations are made
available for sale.
Hungary
Czech Republic
V6.5 Briefing

38. SAGE ERP X3 ADVANCED CRM
V6.5 Briefing

39. Sage ERP X3 Advanced CRM for Sage
SalesLogix and SageCRM
– Sage ERP X3 and Sage CRM solutions
are industry leading business
management solutions that provide your
organisation with cross-departmental
visibility into your prospects and customers
by leveraging the integration between
industry-leading ERP and CRM solutions Identify
existing and
from Sage. new potential
customers
Modify your
strategy for
winning new
customers
Develop your
strategy for
customer
retention
Sage ERP X3 Premium Edition

40. Sage ERP X3 Advanced CRM for
Sage SalesLogix and Sage CRM
– High level integration with the Sage CRM Solutions: Sage SalesLogix and
Sage CRM. The CRM integration is defined by a global CRM contract that
standardises data shared with other applications in an agreed format. This
integration is based on the Sage SData protocol. Eliminate
duplicate data
entry and
ERP CRM inconsistencies
Bidirectional synchronisation
Contacts / Customers / Prospects Real-time
access to
Unidirectional synchronisation ERP data
for Products
Real time data views in Sage SalesLogix or Sage CRM Built on SData
of Sage ERP X3 documents (header and lines) framework
Sales Quotations - Sales Orders – Deliveries - Invoices
Credits and Payments
A direct web access from Sage SalesLogix or
Sage CRM to Sage ERP X3 Web client (IE)
for Sales Orders / Sales Quotations
Sage ERP X3 Advanced CRM

41. Broadens the Sage ERP X3 Footprint
with Sage SalesLogix and Sage CRM
Reinforces customer investment in Sage ERP X3 integrated environment that brings
together disconnected effective business processes
Sage ERP X3 Sage SalesLogix – SageCRM
Back-office environment Back-office environment
BENEFITS
• Get a complete view of your
customer interactions
• Drive sales opportunities
through the sales cycle faster
by automating your proven
sales processes.
• Increase up-sell and cross-
sell opportunities
• Increase productivity across
the entire organisation.
• Access vital customer
information anytime.
• Provide an exceptional
customer experience

42. Notes
• SalesLogix: NA Ramp-up in progress
– GA: December 2012
– Demonstration: from November 2012
• Sage CRM Real-Time data
– GA: H1-2013 feeds
Detailed views for
specific transaction
V6.5 Briefing

43. SAGE ERP X3 EDM
V6.5 Briefing

44. EDM – a new Process in Sage ERP X3
Sales
•Delivery
Purchasing •Invoices
•contracts
•Quote
•Orders
•Invoices
Production
•Quality
assurance
records
•Technical
After sale documentation
•…
•Service
request
•Customer
returns
•Service HR
manuals
•CV/resumes
•Employment
Accounting / Contracts
Financial •Official returns
•Payroll
Simple to use
•Tax forms Fast to implement
•Accounting
management Scalable
•Online filings
More secure

45. Sage ERP X3 EDM Solution
• Available to all Sage ERP X3 users
- Access and attach documents from within Sage ERP X3 Sage ERP X3
report
• Secure archiving of Sage ERP X3 outputs document
PDF Document
- Reports, documents, log files (PDF and ASCII formats) Index fields
• Automated archiving of batch Sage ERP X3 outputs
- Invoices, statements, remittances…
Automated indexing of scanned documents
- Can accept images from any external source - supports TIFF, JPEG, PDF
and BMP images
Sending documents by email automatically
- And by EDD fax option too
Searching/Retrieving Documents  Productivity
- By attachment button or through the Sage ERP X3 Web portal  Cost savings
 Compliance
Audit trail  Green Agenda
 Manage Legacy
documents
45

46. Sage ERP X3 version 6.5 contains
Ability to mail or fax documents
generated by Sage ERP X3
(EDM not mandatory)
EDD Mailing & Faxing
EDM process into
Sage ERP X3
Ability to archive documents
for non Sage ERP X3 users
(drag and drop)
Archive the Deposit client
documents Sage ERP X3
produced from
Sage ERP X3
(Invoice…) Scan Documents
Indexation using
EDM bar codes
EDM Widget Archive Scan Process
Query research
of documents
Provides efficient OCR solution
archiving, control Supplier Invoices
and monitoring of Index /Integration
business documents Capture Process
V6.5 Briefing

47. Sage ERP X3 EDD
Automated emailing and faxing solution
Simple solution
Fast to implement
Uses standard Crystal output
No client software required
Optional fax module (or fax via Exchange / SMTP Gateway)
By email By fax
Auto-email Auto- fax
Crystal Reports output Crystal Reports output
invoices, orders, etc invoices, orders, etc
Standalone solution
or included with Sage
ERP X3 EDM
47
Sage ERP X3 EDM Solution

48. Deposit Client option
• Drag and drop files, emails and attachments into EDM outside of Sage ERP
X3.
Documents can be accessed from an
advanced web-based portal as well as
from Sage ERP X3.

49. Scan Station option
• Documents scanned and indexed automatically using barcoded labels
Receive Purchase Stick barcode labels on
Invoices from Suppliers Purchase Invoices
Enter PI details in Sage ERP X3
then Print out barcode labels
Scanned images are automatically Use Scan Station application to scan
archived against Purchase Invoice and new barcoded Purchase Invoices
Supplier records

50. Purchase Invoice Automation option
• Optical Capture Recognition (OCR): the ability to capture invoice data
Receive Purchase Use Scan Station application to
Invoices from Suppliers scan Purchase Invoices
Invoice data extracted by OCR
Use Data Capture client to check and
complete invoice data
Purchase Invoice records are
automatically created and scanned
images are automatically archived

51. Example screen shot
Sage ERP X3 EDM Solution

52. Example screen shot
Sage ERP X3 EDM Solution

53. Benefits
• Save time (filing, paper handling and envelope stuffing)
• Save costs (stationery, postage, storage space and
accessories)
• Aid compliance and improve auditability (by automating filing
and proving all documents are archived)
• Reduce carbon footprint (eliminating paper and physical
distribution)
V6.5 Briefing

54. Summary
• EDM and EDD: Global • Embedded ISV
availability – Standard offer
• OCR availability – Sage delivery
– UK – No connector required
– NA • White box (OEM)
– South Africa • New pricing
– France: Q4-2012 – EDM includes EDD email
– Others: Q1-2013 – EDD standalone email & Fax
V6.5 Briefing

55. FURTHER ENHANCEMENTS
V6.5 Briefing

56. Verteego: REACH Compliance
• Sage ERP X3 is now connected to Verteego’s online REACH traceability platform.
• A dedicated, customisable connector is available in Sage ERP X3 to extract relevant
articles and their suppliers, enabling data streams with Verteego’s online REACH
traceability platform.
• An online platform, enabling importers, manufacturers and distributors to track
substances of very high concern (SVHC) throughout the supply chain and
consolidate the presence of hazardous chemicals in products.
– Gather REACH data from suppliers by electronic information exchange
– Identify and track any unofficial or suspected SVHC in supplied products
– Build custom lists of substances, which can be easily updated and managed
– Build and maintain an SVHC audit trail that provides evidence of compliance to stakeholders
• Sage ERP X3 REACH connector is sold by Sage as an option.
• Regional ISV: Europe only
V6.5 Briefing

57. Benefits
• Reduce risks of non-compliance and minimise risk of supply
chain disruption
• Reassure business stakeholders about the safety of supplied
goods
• Minimise data collection & reporting costs (data sheets)
• Implement a responsible purchasing strategy and a business-
driven environmental policy
• Maximise ERP data
V6.5 Briefing

58. Enhancements
• Fixed Assets
– Import and integration of fixed assets movements
– Poland, Romania: Depreciation method (Enrich Core)
• Legal ‘Add-ons’ now in the Core: Q4-2012
– Early settlement discount, Entering amount including tax (AP/AR)
– North America, Germany
• Sales Tax reports and documents
– North America
V6.5 Briefing

59. Sage ERP X3 V6.5 Pricing
• New Price List available from 24th October
• Please contact your Business Development Manager to obtain
a copy
V6.5 Briefing

60. CONCLUSION
V6.5 Briefing

61. Sage ERP X3 goes one step further!
Global management, Productivity, Flexibility
& Collaboration
• Focus on productivity
– Standard Edition
– Extended ERP scope
– Simplify international implementations
• Global management
– More countries covered, Market expansion
– Increased compliance
• Flexibility, visibility and collaboration
– Connected Services
– New features included
– More value to the customers
V6.5 Briefing

62. Stay tuned and get the latest News:
Our Global Website Watch our YouTube Channel
SageERPX3.com youtube.com/SageERPX3
Our UK Website Join our LinkedIn Group
Sage.co.uk/ SageERPX3.com/linkedin
Read our Blog Like our Facebook Page
SageERPX3.com/blog Facebook.com/SageERPX3
Our Community
OurSagePlace.com
Follow us on Twitter
twitter.com/sageERPX3

63. Thank you

64. Sage ERP 1000 v4
Russell Slaymaker
Sage ERP 1000 Product Manager

65. Version 4 & Roadmap
Russell Slaymaker
October 2012
Disclaimer
This document is for informational purposes only and is intended solely to
assist you in planning for the implementation and upgrade of the product
features described. It is not a commitment to deliver any material, code, or
functionality, and should not be relied upon in making purchasing decisions.
The development, release, and timing of any features or functionality
described in this document remains at the sole discretion of Sage (UK) Ltd.
© 2012

66. Session Overview
1. Background to v4
2. Sage ERP 1000 v4 Overview
3. CRM Integration
4. Sage Asset 1000
5. Roadmap 2012-2013 and beyond
66

67. Sage ERP 1000 v4 exists to address 3 main problems. Silo ERP
and CRM data, Poor Customer Service and Legacy Design.
Core Business Platforms
Sage 1000 CRM ERP
Road Closed for
Upgrades
Passable with Care
Silos – Standalone
Legacy Silo front
Sage 1000 & back Not sharing data
design office
customer
satisfaction
challenges
Right info at the Right time = Improved Effectiveness
Helps meet and exceed customer expectations
Increasing pro£itable engagement
67

68. Value Proposition
For Sage Enterprise business partners and customers, Sage ERP 1000 v4
is an integration solution that uses a standard Sage endorsed integration
protocol that allows business partners to easily integrate Sage ERP
and Sage CRM.
This means that Business Partners and customers can use a simple,
flexible and consistent approach reducing time to implement,
costs and is supported by Sage.
This also means our customers have complete visibility and
understanding of their customers and prospects throughout every
customer touch point of their organisation which will in turn help to focus
their organisation more effectively to target opportunities and
increase revenue generation through more effective lead/business
generation marketing activity
68

69. V4
69

70. Sage ERP 1000 v4 delivers loosely coupled integration for Sage
CRM, through a combination of Synchronisation, Pricing Service
and customisation
• Sage ERP 1000 v4 is an ERP solution that can be used either as a standalone ERP system or
as part of a system with an ERP solution that integrates with Sage CRM.
• The integration for Sage ERP 1000 v4 is loosely coupled, meaning the ERP and CRM
application are installed and used separately. The integration allows key data items to be
maintained in either application but reflected in both, it also provides enhanced
functionality around key business processes.
• This is different from earlier versions of Sage 1000 (v2.2 and v2.3 releases) where a tight
coupling merged the functionality of the two applications into a single user interface. The
benefits of the loosely coupled approach are:
– The integrated products can be upgraded independently so you can take advantage of
product development independently.
– The integrated products can be licenced independently, users that only use Sage CRM
do not need a Sage ERP 1000 licence and vice versa
• Synchronised, accurate, up to date data, providing a 360 degree view of your business
70

71. Sage ERP 1000 v4 delivers loosely coupled integration for Sage
CRM, through a combination of Synchronisation, Pricing Service
and customisation
Handling Order
Requests
Eliminate
duplicate data
entry and
inconsistencies
Handling
Requests for
Quotes Bidirectional Synch
Trading Account Entity – Customer/Supplier (Name, Currency, etc.)
Trading Account Child Entities – Customer/Supplier (Address,Tel,
Email, Web.)
Real-time
access to ERP
data to ERP
CRM
Person Entity – Customer/Supplier Contact (single line)
ERP to CRM
Products, Warehouse, Units of Measure, Products & Prices –
Built on SData
Commodities, Location, Units of Measure, Updates to Price List
framework
Prospect or Customer
Customer
71

72. • Difficulty in accessing current and historical
asset data from the point of acquisition,
through depreciation to the asset’s current
state.
• Inability to import data from external files
leading to lengthy data input processes and
increased exposure to errors (through manual
entry).
• Lengthy administration processes when
entering new assets or when an asset has
reached maturity.
• Inability to arrange hierarchies between
assets.
• Lengthy auditing processes.
• Inefficient and inaccurate reporting ability.
• No ability to consolidate multiple registers.
• Monitoring and keeping disparate systems in
line with current legislation and regulations
72

73. Sage Asset 1000 is the only simple to use yet comprehensive
fixed asset management solution that integrates seamlessly with
Sage ERP 1000.
A new fixed asset management module for Sage ERP 1000
Based on Real Asset Management’s flagship solution
Product Pedigree:
– 1,500 clients installed across 70 countries
– Suitable for all private and public sector verticals using Line 500 / ERP 1000
– IFRS, SOX, Local GAAP compliant
– Multi-company, multi-currency, multi-book, multi-lingual
– Scalable – caters for simple and more complex requirements
– Flexible depreciation methods
– Modern user interface
– Easy navigation and enquiry access
– Supports parent/child asset hierarchies
– Comprehensive standard and customised reporting and forecasting
– Full audit trail
Integration with Sage ERP 1000:
– Purchase receipts or purchase invoices can automatically create new assets
– Transaction journal automatically posts debits and credits into the nominal ledger

74. Sage Asset 1000 is the only simple to use yet comprehensive
fixed asset management solution that integrates seamlessly with
Sage ERP 1000.
• Track, control and record changes in a single database for ease of
access to information and improved process management.
• Arrange assets in hierarchies and easily identify key dependencies
between assets using preconfigured relationships for improved accuracy.
• Manage multiple transaction types and consolidate multiple registers.
• User defined depreciation methods give your team access to information
that is pertinent to their role.
• Comprehensive standard and customised reporting.
• Manage assets over multiple sites, entities, companies and
currencies ensuring complete transparency so additional assets are only
purchased when a requirement exists.
• Simplify the asset management process and comply with auditing
procedures. Allows the customer to share asset information across
multiple departments based on what is relevant to them.
• Asset accounting processes can be completely automated, saving time
and increasing efficiency, as well as reducing staff levels that are required
to manage assets from these departments.
• Ensures the whole asset life cycle can be managed, accurately and
effectively, meeting customers simple and complex fixed asset
requirements.
74

75. Sage Asset 1000 is already making a difference…
“Sage Asset 1000 has enabled us to prepare our asset records for our first external
IFRS audit. The highly customizable options have enabled us to add and track
valuable additional information on our assets.
The rollout and integration of Asset 1000 into the Sage ERP system was seamless
and painless. The user interface is easy to use and reduced our staff training time to
the minimum, with fantastic buy-in from the users. The reporting interface and
output alone was worth the upgrade to Asset 1000. “
Paul van Marwijk, Sayga Corporate Finance Manager
– Suez Environment
– Fitness First plc
– JC Decaux
– Veolia Environmental Services
– Dal Group
– Bournemouth Transport
– University Hospital Birmingham NHS Foundation Trust
– Hargreaves Services plc

76. • Over 140 bug fixes to date
• Over 300 fixes by v4 SP2
• SEPA Compliant Data Entry
• Extended Address Fields
• Sales Order Enquiries
• Company Colour Tabs
• Accounts Receivable Reminder Letters
• Server Side Printing
• Layout manager
• Forms Migration Wizard
76

77. • Easier to Run SRD Reports
• Excel specific report definitions
• Exporting and viewing data
• Print bursting
• PDF Error Diagnostics
• Data Export
77

78. Product Portfolio
The Future
78

79. Sage ERP 1000 Roadmap 2012-2013
The Future
This roadmap is intended for use as a guideline and for information purposes only, and represents Sage’s current view of its product direction.
SP4 SP5 SP6 SP7
Version 3
TBC TBC
RTI functional change PYE & Payroll migration
Payroll
and prep doc RTI and integration
2012 - 2013
Q4 12 Q1 13 Q2 13 Q3 13 Q4 13
Version 4.0 Version 4.0 Version 4.0 Version 4.0 Version 4.0
Controlled release General release • SP 2 • SP3 • SP4
• CRM Integration • SP 1 • Windows 8 • German Accreditation • Compliance
• Sage Asset 1000 • CRM 7.1g • CRM 7.2 ‐ Social Media, • Potential Connected
• V3 SP enhancements • MS SQL 2012 Mobile, Service (TBC)
• Forms • French and German Implementation • Migration and
migration form sets Enhancements, integration tooling for
wizard Integration replacement payroll
• Layout Enhancements, Client
Manager Side API, Ideas Hub
• Server Side Enhancements
Printing
• Accounts
receivable
reminder
letters
• Print Bursting
• PDF error
diagnostics
• Data export
79

80. With an established core we will focus on delivering value through the
broader Sage ERP 1000 Suite in particular CRM, Payroll, Reporting and The Future
Connected Services
Total Campaign Management Investment in replacing
Communications Management existing functionality with
Mobility (iPhone, Android, Tablet) migration to best of breed
Social (LinkedIn, Twitter) Sage Payroll solutions
Takes advantage of
enhancements from the
flagship payroll solution/s
Interactive dashboards
Sage E-marketing
Report Charts
Additional ISVs
Including all improvements Potentially addressing
Sage Report Designer* Stock Management
*Roadmap tbc Online Payment
80

81. Sage SalesLogix v8
What’s New Overview
Duncan Wood
Sage CRM Solutions Product Manager

83. Sage SalesLogix
Marketing docs + plans

84. SLX v8 Collateral available
from 3rd Oct on Partner Website
• SLX Brochure
• Datasheets – Sales, Marketing, Customer Service, What’s New,
Advanced Analytics, Mobile
• New YouTube Films – SLX for Sales, Marketing, Customer Service to
support Marketing role based campaigns.
• Updated web site
• What’s New Graphic (US dependent)
• Screen shots
• Collateral index
• Trifold

85. Marketing Launch
• 2nd / 3rd October

86. DRAFT – Stand Advert

87. Dates
• High Quality Bar
• Release Candidate phase
• Release to Market

88. v8 Highlights
Fresh New More Dynamic
Look Productivity Customizations
X3 More Mobile More Control
Sage Proprietary & Confidential – Content Subject to Change

89. Only the highlights..
• There is loads in v8..

90. Sawgrass (v8) Highlights
Fresh
New More Productivity
Look
Activities, More
LAN Web Mail More
Calendar Admin
Client Client Merge Usability
& Alerts Tools
Sage Proprietary & Confidential – Content Subject to Change

91. Sawgrass (v8) Highlights
More Mobile
Manage
Smart Support
Recurring
Layouts for Roles
Activities
Sage Proprietary & Confidential – Content Subject to Change

92. Sawgrass (v8) Highlights
Dynamic
Customizations
Managed
Web or AA Immediate
Sdata
experience Try/Test
Endpoints
Sage Proprietary & Confidential – Content Subject to Change

93. Web Client Feature Overview
New Look Usability Activities Calendaring Dashboards Administrator Mail Merge
Improved Improved
Scrollable grids in Move/Duplicate Allow
Sage Branding Schedule Activity calendaring with HTML5 Widgets
tabs Contact customizations
Dialog column view
Improved view See multiple team User customized
Contextually Configurable Item
Updated Icons history, add note, member calendar Bulk Actions folders for mail
Aware Look up UI Limit for Charts
complete activity items merge templates
Stay in Detail Web Form
Improved manage Work week with Address label
Streamlined UI Mode when doing Designer & Form
confirmations configurable week Improvements
a Look up Manager
LFL LAN
Checkboxes in list View Availability – Improved Group
configuration Email to group
view Free Busy Builder
options
Improved User &
Improved Manage Default Lead
Resource Look Location Support Pop-up Alerts
Group Interface Template
up
LFL LAN
configuration
options
Pop-up Alerts
Sage Proprietary & Confidential – Content Subject to Change

94. LAN Client Improvements
Modern toolbar
New Look Multi-regional Activities Mail Merge
visualization
Modern UI Context
Lead Mail
visualizations Sensitive, Support for Resources can
Merge
using Windows ribbon-ized Unicode have a location
Templates
7 Toolbar
New, Modern Provides visual
Icons ‘pop’
Toolbar can be
extended
Administrators
have option to
keep legacy
toolbar
Toolbar icons
are context
sensitive
Sage Proprietary & Confidential – Content Subject to Change

95. Mobile Client Feature Overview
Activities & Accounts &
Usability CRM Tasks Tools Configuration
Calendar Contacts
Add/Edit Add/Remove
New Date/Time View Multiple Signature Support for
recurrence info Opportunity
picker control Addresses Capture Control Roles
in Activity detail contacts
Server-side
Support for Multi-select View/Add Ticket Multi-regional Customization
error log for
Events picklist support Activities Address support Improvements
troubleshooting
View Map in
View “Clear Field” Separate Dojo
SpeedSearch
Recurrences button Browser while Architecture
on a Desktop
“Go to Date”
button
Calendar Smart
Layouts
Sage Proprietary & Confidential – Content Subject to Change

96. Platform
Data Safe Build & OS, Browser
Frameworks Integration Text Search
Guarding Deploy & DB
Dynamic Data Safe VFS deployments New
SData Sync – X3, Microsoft SQL
Customization Guarding & vs. non-VFS SpeedSearch
hybrid cloud 2012 Support
Framework Security features deployments Indexes
Specialized
Deployment IE 9 and FF10
.NET 4.0
Support for non- Browser Support
Web Client Portals
Dojo Conversion
from EXT
nHibernate 3.2
Job Server
Sage Proprietary & Confidential – Content Subject to Change

97. Windows / LAN benefits
• Highlights
–Platform updates (SQL 2012)
–Mobile improvements (more later)
–Lead Mail Merge Templates
–Support for Unicode
–Fresh new look

98. Fresh new look
Sage Proprietary & Confidential – Content Subject to Change

99. Windows 7 Features
• Thumbnails
for each
Entity
• Thumbnails
are unique to
entity type
Sage Proprietary & Confidential – Content Subject to Change

100. Web Client Enhancements

101. Updated Account Detail View
Sage Proprietary & Confidential – Content Subject to Change

102. Security Manager
Sage Proprietary & Confidential – Content Subject to Change

103. Activities & Calendaring

104. Scheduling Activities
Sage Proprietary & Confidential – Content Subject to Change

105. Activity Detail View – Availability
Sage Proprietary & Confidential – Content Subject to Change

106. Calendar – Month, Week, Day View
Sage Proprietary & Confidential – Content Subject to Change

107. Configurable Pop-Up Alerts
Sage Proprietary & Confidential – Content Subject to Change

108. Update Multiple Opportunities
Sage Proprietary & Confidential – Content Subject to Change

109. Analytics & Reporting

110. Dashboard
• Widgets are HTML5 compatible except for
Funnel
• On path for tablet compatibility
Sage Proprietary & Confidential – Content Subject to Change

111. Crystal Reports
• 15 new reports

112. Mobile
• It was already good..
• It’s now better..

113. Activity Indicators in month view
• Activity indicator on
days in Month View
• Selecting a day shows
detailed items below
month
Sage Proprietary & Confidential – Content Subject to Change

114. Week View
• View each day
• Bar links to day view
• Scroll multiple days
• View events
• Today goes to current
week
Sage Proprietary & Confidential – Content Subject to Change

115. Smart Layouts
• Views adjust to landscape views to optimize usability
and what you can see – good for tablets
Sage Proprietary & Confidential – Content Subject to Change

116. Mobile – Enhanced Date Picker
• Simpler user
experience
Sage Proprietary & Confidential – Content Subject to Change

117. v8
Design time power!!

118. Application Architect
Action Designer
• Quick access to all scriptable form actions directly form the
Quick Form
• Full scripting editor with many developer tools such as
Intellisense & Search and replace
• Visual cues provide a way to inspect which controls have
scripted actions

119. Customisations
•Quick
•Simple
•Empowering

120. Form Manager
Sage Proprietary & Confidential – Content Subject to Change

121. Web Form Designer
Sage Proprietary & Confidential – Content Subject to Change

122. That’s just a taster..

123. v8 Highlights
Fresh New More Dynamic
Look Productivity Customizations
X3 More Mobile More Control
Sage Proprietary & Confidential – Content Subject to Change

125. Thank you

126. Suite Proposition
Tom Nolan

127. Agenda
1. Market Expectations
2. The opportunities our Sage ERP ‘suite’ brings to partners
3. Multi contact campaigns
4. Benefits of Sales and marketing ‘influencers to sale’
5. What our customers really think of Integrated CRM
12
7

128. MARKET EXPECTATIONS
12
8

129. Expectations of CRM Systems
Customer relationship management (CRM) is a is a business strategy
with outcomes that optimize profitability, revenue and customer satisfaction
by organizing around customer segments, fostering customer-satisfying
behaviours and implementing customer-centric processes. CRM
technologies should enable greater customer insight, increased customer
access, more-effective interactions, and integration throughout all customer
channels and back-office enterprise functions.
Gartner
12
9

130. Agenda
1. The opportunities our Sage ERP ‘suite’ brings to partners
2. Market Place
3. Multi contact campaigns
4. Benefits of Sales and marketing ‘influencers to sale’
5. What our customers really think of Integrated CRM
13
0

131. 13
1

132. CORE ORGANISATIONAL
BENEFITS FROM INTEGRATED
CRM
13
2

133. Four Core Areas that Benefit from Integration
Data Tasks
Focus Staff

134. Understanding the Challenge
o Non-financial o Business o Sales o Revenue
CRM o Interactional Development o Marketing Generation
o Qualitative o Demand o Customer o Outward
Front of o Largely Creation Care Looking Process
Unstructured o Customer o Collaborative
House Service and Duplication
Retention
Verbal
Sign-Off
Critical Link
Department
Data Tasks Staff Focus Silos
↑ Admin
Cost
o Financial o Transaction o Finance o Cost Control
o Transactional Processing o Admin o Performance ↓ Customer
ERP o Quantitative o Budget o Senior Measurement
o Largely Management Stakeholders o Compliancy Satisfaction
Back of Structured o Cashflow o Inward
Management Looking
House o Reporting o Insular

135. Understanding the User - ERP
Sales Force Sales Administrators
• Manage prospects • Manage customer database
• Reference customers Price Lists • Manage products database
• Manage price lists • Enter and track sales orders
• Set up quotes / proposals Prospects
• Issue pro-forma invoices
• Set up contracts • Issue sales invoices
Contracts SOs
Customers
Quotes Invoices
Products
Del. Requests
…
Stock Allocations Reminders
Shipments
Open Items
Stock Managers Returns
Accounts Receivable
• Prepare orders
Payments Accountants
Packaging
• Process shipments Journals • Post invoices into accounting
• Track loans • Record credit notes / memos
• Record customer payments
• Track customer returns
• Customer reminders

136. Understanding the Overlap - CRM
Customer Service Customer Service
Marketing Marketing
Sales Force Sales Administrators
• Manage prospects • Manage customer database
• Reference customers Price Lists • Manage products database
• Manage price lists • Enter and track sales orders
• Set up quotes / proposals Prospects
• Issue pro-forma invoices
• Set up contracts • Issue sales invoices
Contracts
SOs
Customers
Quotes Invoices
Products
Del. Requests
…
Stock Allocations Reminders
Shipments
Open Items
Stock Managers Returns
Accounts Receivable
• Prepare orders
Payments Accountants
Packaging
• Process shipments Journals • Post invoices into accounting
• Track loans • Record credit notes / memos
• Record customer payments
• Track customer returns
• Customer reminders

138. What are the customers saying?
13
8

139. What are the customers saying?
13
9

140. What customers get from Integrated CRM
14
0

141. WHY INTEGRATED CRM IS A
NO-BRAINER
14
1

142. What is provided by Sage as part of
Integrations
– Real Time synch of data
– Cross application workflow (system and user driven)
– Cross application reporting, mail shots
– UI integration (display of ERP entities in CRM UI)
– Common User Administration UI
– Single Sign-on
– Single Licensing mechanism
– Re-skinning, Rebranding functionality
14
2

143. Mobile Access to ERP Data
14
3

144. E-Marketing to your ERP Customers
14
4

145. Sage E-marketing for Sage CRM
• Over 90 attention-grabbing templates out-of-the-
box
• Simple 3-step wizard for rapid execution
• Smart-sending features
• Automated drip marketing campaigns with
campaign filtering at each drip stage
• Open, click and bounce rate tracking with auto-
feed of metrics directly into Sage CRM
• Rapid creation of groups from segmented
prospect and customer lists
• Integrated telesales follow-up

146. MESSAGING INTEGRATED
CRM TO CUSTOMERS AND
PROSPECTS
14
6

147. SALES MESSAGING
14
7

148. Improve the productivity of your sales
team
Sage CRM Functionality Business Value to Sales VP
Automated Sales workflow • No need to ‘reinvent the wheel’ for items
including the ability to easily run like sales templates
sales templates and sales • Easily automate key processes
processes
Exchange Server Integration Full visibility of your sales team including
including real-time synching of automatic updating of calendar/tasks
calendar, appointments and tasks (including from mobile devices)
Sage CRM for iPhone v1.1 allows Increase productivity while out in the field
you to access & edit information
from anywhere
360 degree view of your customer Complete customer information available
- sales, marketing and customer quickly to help save time
service
Net Result: more selling time for your sales reps

149. Gain complete visibility of your sales function
Sage CRM Functionality Business Value to Sales VP
Sage CRM v7.1 Interactive Proactively identify underlying sales
Dashboard to monitor your KPIs in trends and potential issues
one place including the ability to
link gadgets and data drilldown
Opportunity pipeline analysis bar Easily manage the different stages of
your sales pipeline
Enhanced report charts for Sage Quick and easy to create to ensure
CRM v7.1 accurate sales reporting
Net Result: Accurate sales forecasts and no
surprises!

150. Optimize your Lead Management
Sage CRM Functionality Business Value to Sales VP
Sage E-marketing for Sage CRM Increase lead flow for your sales team!
Automated lead capture with web No more missed sales opportunities
to lead and email to lead
Lead routing and alerts using Sage Get the right lead to the right sales
CRM workflow person quickly
LinkedIn integration: Ensure you target the right individuals
View LinkedIn users directly from from within companies
Sage CRM
Net Result: Higher lead conversion and more
pipeline

151. Increase the quality and quantity of leads
Sage CRM Functionality Business Value to VP Marketing
Sage E-marketing for Sage CRM: • More quality leads for sales team
• 90 out-of-the-box templates • Accurate measure of the marketing budget
• Simple 3 step process to create marketing
campaigns
• Creation of targeted groups for sales to
follow up
Integrated web to lead form and email • No more missed sales opportunities
to lead capability • Ensure every lead is accurately captured
Net Result: stronger pipeline for sales

152. MARKETING
15
2

153. Accurately measure Marketing performance
Sage CRM Functionality Business Value to VP Marketing
Sage CRM v7.1 Total Campaign Fully manage all your campaigns in a easy
management including campaign and efficient manner
cloning, campaign workflow and
budget over run alerts
Open, click and bounce rate tracking Quickly tell which campaigns are working and
with auto-feed of metrics directly into which aren’t
Sage CRM
Sage CRM v7.1 Interactive Dashboard Proactively measure KPIs and take action as
to monitor your marketing KPIs appropriate
Track sales leads through to close Ensure marketing and sales are on the same
page
Net Result: Increase your marketing ROI

154. Leverage the power of Social Media
Sage CRM Functionality Business Value to VP Marketing
Sage CRM for Twitter: • Help manage your online corporate
Manage your Twitter communications reputation from within Sage CRM
directly from within Sage CRM! • View and update your company and other
companies Twitter feeds
• Search for tweets about any
company/person from with Sage CRM
LinkedIn integration: Identify key executives to target in your
View LinkedIn users directly from upcoming marketing campaigns
Sage CRM
Net Result: Integrated social media marketing

155. CUSTOMER SERVICE
15
5

156. Deliver a better Customer Service experience
Sage CRM Functionality Business Value to VP Customer
Services
Sage CRM fully customizable Self • Easy for your customers to log cases
Service portal • Increased Case deflection for your agents
• Higher Case handling volume from agents
Email to case capability that • Easy for your customers to log cases
automatically logs a case • Increased Case deflection for your agents
• Higher Case handling volume from agents
360 degree view of customer from Ensure internal staff have the complete picture
company/contact record of customers
Net Result: Reduce cost and increase customer
satisfaction

157. Deliver complete visibility of your customer
service business
Sage CRM v7.1 Functionality Business Value to VP Customer
Services
Interactive dashboards for monitoring • Improved service for customers
KPIs’ including ability to link multiple • Access to real-time service information
gadgets for data drill down and all data • Makes decisions faster and more accurately
on a single screen
Company level dashboards Get a real time snapshot of your key accounts
‘out-of-the-box’
Net Result: Reduce cost and increase customer
satisfaction

158. Integrated Sage CRM helps increase employee
productivity
Sage CRM v7.1 Functionality * Business Value to CXO
*(Integrated functionality varies according
to Sage ERP product)
Integrated CRM & ERP delivers: Information only needs to entered once by
Automatic 2 way synching between ERP staff
and CRM Full end-to-end view of customer data
from quote to order!
Real-time ERP data views available in No need to chase/search for the latest
CRM information
Communication Management: Full visibility of your team including
Exchange Server Integration including automatic updating of calendar/tasks
real-time synching of calendar, (including from mobile devices!)
appointments and tasks
Interactive Dashboards give the ability to Boosts productivity of all staff across the
manage your workload from a single business
screen
Net Result: Reduced cost and increased customer
satisfaction

159. Integrated Sage CRM & Sage ERP helps
deliver better customer service
Sage CRM v7.1 Functionality Business Value to CXO
*(Integrated functionality varies according to Sage ERP
product)
Real-time data views and synching Answer your customer queries faster
between ERP and CRM enables easy
access to queries including:
Account balance, invoice and sales
history
open sales orders, customers on hold, More effectively manage customers
exceeded credit limit expectations
Integrated CRM & ERP workflow Increased efficiency and shorter invoicing
capability. Examples include customer cycle
on-boarding, self-service and credit
management
Net Result: Reduced cost and increased customer
satisfaction

160. WHERE NEXT FOR
INTEGRATED CRM?
16
0

161. Taking Integrated CRM to the Next Level
16
1

162. Summary
Integrated CRM is a critical way that we
can add value to our mutual customers
businesses
16
2

163. Thank you

164. Enterprise Marketing Update
Nik Smith

165. Thank you

166. Thank-you from Bob Anderson