Sage 100 ERP: The Road Ahead

Transcription

1 Sage 100 ERP: The Road Ahead P-39 Lori Maloof Product Manager Sage 100 ERP 1

2 CPE Credit In order to receive CPE credit for this session, you must be present the entire session. - Recommended CPE Credit = 1 - Delivery Method = Group Live - Field of Study = Specialized Knowledge and Applications CPE certificates will be sent via to registered attendees in PDF form within 30 days of validated attendance. Sage 100 ERP 2

3 Introduction Lori Maloof - Product Manager Sean Leonard - Product Manager Session PowerPoints and materials can be found on the Sage Summit Mobile App under Documents. Follow Use the official Summit hashtag: #SageSummit Follow me on #SageSummit

4 Learning Objectives After participating in this session, you will be able to understand: the enhancements that are planned for future releases of Sage 100 ERP Sage 100 ERP 4

5 Sage 100 ERP Roadmap Product Update Sage CRM integration enhancements Level 3 payment processing support 2014 Release User Experience Enhancements Improved integrations 2015 Release Sage Inventory Advisor Sage Mobile Sales Sage Mobile Service Sage Billing & Payment Product Updates Sage CRM integration enhancements Enhancements based on user feedback Sage 100 ERP 5

6 Tony, your top salesman. Sage 100 ERP 6

7 Integrated Sage CRM What we heard from you Why is Sage CRM 7.2 not supported yet? The integration is not stable sometimes it just stops working, or I get error 11s When will Sage CRM Cloud integrate with Sage ERP on premise?

8 Integrated Sage CRM Roadmap 2014 Release 60+ Stability, Maintenance, Integration and Feature Defects Resolved Integration issues addressed in Maintain Relationship, Relationship Management Wizard and Relating Customers S/O and Quick Order Entry updates to improve usability Entity logic clean-up (Person, Company, Address, Ship-To, Contact) addressing Allow Changes configuration 2015 Release Compatibility, Performance, Stability Integration with Sales Tax Integration with Sage Intelligence Sage CRM 7.3 compatibility Product Update Sage CRM 7.2a Compatibility Sage CRM customizations rewritten using client-side API Sage CRM Frames removed and fixed additional compatibility issues Product Updates & CRM Patch Releases Additional feature enhancements Elimination of Workstation Setup Addition of Maintain Relationship as RWC component Sage CRM Cloud Integration Sage 100 ERP 8

9 Sage CRM Integration Enhancements under consideration Change Primary Sales Person in Order Clone Order from Different CRM Company Inventory Lookup Direct to Order Allow customer customization to Sage 100 changes Allow for integration with Workflow engine Incorporate ERP date in Forecasting Customer Inquiry Fields added to Sync Migration of Explorer Tasks to Dashboard SData Integration with Sage CRM Dashboard (Template/Documentation) Accelerated rollout of features Expect additional enhancements with most Sage CRM patch releases Features being prioritized on an on-going basis Sage 100 ERP 9

10 Sage CRM 7.2 Beta of the integration available NEXT WEEK If interested in reviewing the integration, please contact or hand me your business card! P-76 Sage CRM: What's New in Sage CRM 7.2 and Sage CRM Cloud 2013 Tuesday 11:15-12:30 PM, National Harbor 6 Attend this session and get fully briefed on the most recent versions of Sage CRM. In this session we will give a detailed review the great new mobile, social media, and productivity-focused product enhancements in Sage CRM v7.2 and Sage CRM Cloud.

11 SAGE 100 ERP 2014 RELEASE

12 Improving the User Experience UX - Flashlight lookup for invoices UX - Auto complete UX Keep Window open UX Updated search defaults Sage Intelligence enhancements Payroll enhancements

13 Flashlight lookup for invoices Flashlight lookup added to AP Invoice Data Entry and AP/AR Repetitive Invoice Entry Sage 100 ERP 13

14 Auto Complete For Customers, Vendors and Inventory Items Defaults customized by user for each entity Sage 100 ERP 14

15 Keep Window Open Added to Custom Reports and GL Financial Reports Sage 100 ERP 15

16 Updated search defaults Defaults to the first column in the grid instead of row number when doing a find Sage 100 ERP 16

17 Sage Intelligence auto-installed and on the menu Sage 100 ERP 17

18 Sage Intelligence Reporting Bundle Includes: Profitability Dashboard Unlimited licenses for Report Manager, Designer, Viewers, and Connectors Available for $99/month subscription

19 Sage Intelligence Reporting P-182 Sage Intelligence: Report Designer Add-in: Revolutionizing Financial Reporting for Sage 100 ERP - Hands-on Monday, PM, Chesapeake D E F For those that already know Sage Intelligence Reporting, but have not seen the new Report Designer Add-in. Learn how the add-in provides drag-and-drop Excel financial formulas that communicate with a new In-Memory processing engine for brilliant performance, maximum control, and greatly enhanced flexibility, including FRx report conversion. P-173 Sage Intelligence: Ready, Set, Go! Monday, PM, Annapolis 3 For those that are new to Sage Intelligence Reporting

20 Payroll Enhancements W2 filing ability to select up to 16 different Box 12 codes Federal e-filing & Reporting changed display of Form IDs & Form Description Add mapping of Earnings & Deductions Codes for Puerto Rico reporting AP and PR tax reporting via efiling and Reporting only

21 Sage efiling P-228 efiling for Sage Payroll - an Essential Tool for Payroll Administrators Tuesday, AM, Chesapeake L attend this session to learn how you can complete your unemployment, new hire, wage withholding, W-2s, 1099s reports, and payments in a fraction of the time you spend now.

22 Sean Leonard - Product Manager SAGE MOBILE & CONNECTED SERVICES

23 Sage Mobile & Connected Services Sage Mobile Sales Sage Mobile Services Sage Inventory Advisor Sage Billing & Payments

24 Sage Mobile Sales Build a Bigger Sale ROI to subscribers Enables great service to customers at customer locations Increases sales productivity by giving salespeople the information they need and reducing phone calls to the office ROI to subscribers Enables a great customer buying experience Contributes to achieving higher deal close rates Gives customers a differentiated and superior level of service Works great at customer locations, at tradeshows or in stores ROI to subscribers Build a bigger sale by offering relevant add-on, accessory and substitution products Enables every salesperson to sell like our best and most experience people ROI to subscribers Enables sales reps to collect payment easily and securely Close more deals by giving customer payment choices including Cash, Credit Card, on account, ACH, etc. 24

25 Sage Mobile Service Capture Service Revenue Increase Field Service Revenue - Take payments directly from the mobile device Wow your customers with real-time and historical information while on-site Optimize schedules by time and map location Invoice work orders as they are completed in the field View KPI s from the web portal

26 Sage Billing and Payments Get Paid Sooner Electronic Invoice via with Click to Pay Option Customer Billing Communication History Automate Receipt s and Resending of Invoices Pay Now Improve customer communications and time to receive payment via electronic billing Provides Customer billing communications management, and tracking which combine to reduce delinquent accounts for customers.

27 Promotion!

28 Sage Inventory Advisor

29 Sage Mobile and Connected Services P-136 Sage Inventory Advisor: What Is This Cloud-Based Solution and Why Is It Important for Your Customers Monday, PM, Baltimore 1 P-135 Sage ERP: Help Your Customers Reduce Costs-- Offer Electronic Invoicing Monday, PM, Chesapeake C P-138 Sage Mobile Sales and Mobile Service: Help Your Customers Generate More Revenue Tuesday, AM, Annapolis 2

30 Plan for the future. Sage 100 ERP 30

31 Sage 100 ERP 2015 and Beyond Enhancements under consideration Longer field name for Vendors Display user who created SO/PO Sage Advisor Messenger Additional Visual Process Flows Sort by columns in Bank Rec Project Accounting connected service Attached Documents stored in cloud SO Entries Default from Hierarchy for Improve UI for selecting invoices to pay in AP Grid Customization added to List Views Alternating line color on Grids System Activity re-vamp Show Total # of Checks to print in AP

32 Resources Sage 100 ERP 2013 Release Sage City Support Community Sage Mobile Apps Sage ERP Intelligence Reporting Search For The Sage 100 ERP Group Sage University Sage 100 ERP 32

33 Your Feedback Is Important to Us! Completing a session survey is fast and easy: Complete the survey on your mobile phone, laptop, or tablet through the Sage Summit mobile app. IOS, Blackberry, or Android users may download the app from the at the App Store by searching Sage Summit Remember each completed survey is another entry for one of several daily prize drawings, including an Apple ipad! Your feedback helps us improve future sessions and presentation techniques. Session code for this session: P-39 #SageSummit

34 Thank you Questions? Sage NA Mid Market Solutions Update 34

35 Contact Information Presenter Contact Information: Lori Maloof Follow Use the official Sage Summit hashtag: #SageSummit Don t forget to use the Sage Summit mobile or web app for all your conference needs. Thank you for your participation. #SageSummit