Cross Selling: Adding Real Value for Customers

Transcription

1 Cross Selling: Adding Real Value for Customers Mike Wingrove Vice President Partner Sales Mid-Market Solutions Mark Eddy Sage Intelligence Reporting Product Sales Specialist Sage Intelligence Reporting March 18, 2014

2 Agenda 1. Introduce the Market 2. Understand the Solution 3. Engaging with Customers 4. Sales Resources and Tools Sage presentation March 18,

3 Introduce the Market Where s the opportunity? What are we solving for? Who are the stakeholders? Who is the target customer? 3

4 Welcome Today s Guest Speaker Mark Eddy Product Sales Specialist Sage Intelligence Reporting 4

5 Where s the Opportunity? Impact customer satisfaction Impact of Sage Business Care Impact of multiple Sage Solutions 5

6 Cross-sell Where is the opportunity? Sage Inventory Advisor Sage Mobility Sales, Service and Billing & Payment Sage Sales Tax Sage Intelligence Reporting Sage Fixed Assets Sage CRM Sage Payment Solutions Sage Payroll / HRMS Payroll Sage Alerts Cross-sell equals more ways to Further value add to customers Increased customer involvement and engagement Additional revenue opportunities 6

7 Business Intelligence What are we solving for? Data is growing.fast Companies that keep up are the only ones that succeed There is less time to make decisions now Widespread use of Excel leads to problems 7

8 Business Intelligence What are we solving for? Control, Automate, and Analyze Data Control The Data Run reports in a familiar and secured environment Automate The Data Run reports easily and distribute to anyone automatically Analyze The Data View data from every side of the business and drill deeper to make better decisions 8

9 Who are the Key Stakeholders? Needs fast access to data to make critical decisions Up to date data is essential to ensure proper financial compliance Individual department leaders are responsible for optimal resource allocation Business Owner C Level & Finance Head of Any Department

10 Target Customer Any Sage ERP 100, 300, 500 or X3 Any industry.really! Organizations with large volumes of data Current FRx, F9, or Globalsoft Insight users Companies with limited IT resources and staff Organizations with a need for consolidated financials Organizations with multiple locations Need for reporting on data sources outside of the Sage ERP solutions Companies with a strong knowledge base of Excel are a no brainer 10

11 Understand the Solution Demonstration Pricing Value Proposition 11

12 Demonstration Sage Intelligence Reporting 12

13 Pricing Sage Intelligence Reporting Two easy ways to purchase Sage Intelligence Reporting Subscription Bundle Pricing On Premise License Pricing Number of Companies Monthly Subscription Individual Module License Cost 1 2 companies $99 per month 3 9 companies $129 per month 10+ companies $199 per month Report Manager Report Viewer Connector Report Designer Analysis (Sage 300 only) $1,030 per user $360 per user $1030 one time $620 one time $2575 one time *Bundle pricing only available for on plan Sage 100, 300, and 500 customers 13

14 Sage Intelligence: Components Component Connector Description Connect to additional data bases Author (modify and create) reports Report Manager Report Viewer License Manager Security Manager Report Designer: Author financial reports with drag and drop View authored reports no editing Manages module licenses Defines security for reports/users

15 Great Value and Quick ROI Sage Intelligence Reporting Very rapid deployment Many essential reports come out of the box ready to run Full robust integration to the Sage ERP packages come out of the box Customer Value Proposition Familiar and easy interface Ability to connect to any ODBC data source for reporting needs Flexible report design tools that users of any skill level can use Scales for any growing business Automation and distribution of reports save time and money No new software to learn so little to no training cost 15

16 Success Story RAM Enterprise, Inc Sage Enterprise Intelligence was able to reduce the time it took to perform monthly reporting by 66%. One employee with a $50k salary Roughly $4,167 payroll cost per month If the employee was given 66% more time to work 66% of the employee s monthly payroll cost is $2,750 Solution cost can range from $99 - $199 per month ROI in the first month

17 Engaging with Customers The Sales Process Partnering with Sage Resources 17

18 Sage Sales Process Prospecting Qualifying Nurture & Qualify for New Opportunities Presenting Gaining Agreement 18

19 Prospecting How Sage can help Use Sage Advisor information to identify prospects Host webinars for your clients 19

20 Sage Intelligence Reporting Key questions to ask How long does it take to receive reports when requested? How much time daily/weekly/monthly do you spend on data analysis? How quickly are you alerted of important changes that could affect business decisions? How confident are you that the data you currently use for decisions is up to date and accurate? Do you always have enough data in time to make the best decisions possible? 20

21 Presenting Partner with Sage to present Sage Intelligence Reporting to customers Sage presentation 21

22 Partnering with Sage Getting started Engage with your customers Identify potential business needs and priorities Gain buy-in with the customer to explore options Partner with a Sage Solution Expert to present the solution 22

23 Resources Sage Intelligence Reporting To learn more Watch a video online View the Sage Intelligence Playbook sales tools and resources View the online community View online training videos Search for Sage Intelligence at Sageu.com Mail us with questions at SageIntelligence@Sage.com 23

24 Resources Sage Intelligence Reporting Michael Nardini Product Sales Specialist Sage Intelligence Reporting Mark Eddy Product Sales Specialist Sage Intelligence Reporting 24

25 Questions? 25

26 Sage Partner Resources

27 Remaining cities St. Louis (Partner Day 4/23; Customer Day 4/22) Indianapolis (Customer Day only 4/24) Montreal (Partner Day 5/5; Toronto (Partner Day 5/7; Customer Day 5/6) Customer Day 5/8) New York (Partner Day 5/19; Customer Day 5/20) Chicago (Partner Day TBA; Customer Day 5/22) Sage Academies Toronto, ON SSA: 3 days SMA: 3 days SCA: 4 days Apr Apr Apr Attendee s Miami Customer Registrants The Westin Bristol Place Toronto Airport Sage presentation March 18, 2014 App Collateral Views 27

28 Thank you! 28