Sage The Road Ahead

Transcription

1 Sage The Road Ahead Session number: MM-7612 Date/time: Tuesday 12:30/Wednesday 11:00 Speaker: Jacqueline Li

2 The contents of this presentation were provided by the individual(s) and/or company listed on the title page. The information and opinions presented in this presentation may not represent the positions, strategies, or opinions of Sage. Unless explicitly stated, Sage is not responsible for the content herein and no endorsements are implied The Sage Group plc or its licensors. All rights reserved. Sage, Sage logos, and Sage product and service names mentioned herein are the trademarks of The Sage Group plc or its licensors. All other trademarks are the property of their respective owners. 2

3 Agenda Sage 300c Vision 2016 review What s new in Sage What s new in Sage CRM 7.3 SP2 A look ahead into next year Q&A 3

4 Sage Vision We energize the success of businesses and communities around the world through the imagination of our people and smart technology. 4

5 Modernization bridging the past to the future Sage 50 Leveraging modern technology to invest in current products to meet tomorrow s expectations of our customers and partners Sage 100 Sage 300 Construction HRMS 5

6 Sage 300c vision Technology Consumer expectations Business expectations Our customer needs and expectations are evolving but business cannot be disrupted

7 Delivering on modernization Modern-looking user interface Mobile access across multiple devices Full integration of payments and payroll services Functional enhancements delivered as Features as a Service Cloud services to connect with the ecosystem Improved integration, customization, and upgrades Modernization bridges the gap between on-premises and the cloud to create a hybrid cloud solution 7

8 What does it mean to you? More efficiently execute today s tasks Automate more manual activities Work more effectively with your ecosystem Solve more of your business problems Extend help to more users inside and outside of the building 8

9 Sage 300c Desktop Application (Microsoft Windows Screens Desktop ISVs) Cloud Applications (HTML 5 Web screens, Cloud ISVs) Business logic for application (General Ledger, Accounts Payable, Accounts Receivable, Order Entry, Purchase Order, Inventory, + Payroll & more) Microsoft SQL database 9

10 Modernization journey to date November 2015 Sage May 2016 New Direct Deposit service for US payroll February 2016 Sage August 2016 Sage

11 Sage (November 2015) 11

12 Sage (November 2015) 12

13 Sage (November 2015) 13

14 Sage (February 2016) 14

15 Sage (February 2016) 15

16 New Direct Deposit Service (US Payroll) (May 2016) Free for customers on US payroll subscription Pay employees by creating an ACH file and let Sage pass it to the bank 16

17 Sage Increase company-wide business visibility with notes Optimize and forecast your inventory Process incoming payments faster Customize and improve your user experience 17

18 Increase company-wide business visibility with notes

19 Increase business visibility with notes 19

20 Creating a note When creating a note, you can Apply simple formatting Specify Customer/Vendor/Inventory Item Specify active date (can be future) Decide whether or not the note is dismissible Full audit trail you can always see who last modified the note and when 20

21 21

22 22

23 Optimize and forecast inventory

24 Optimize and forecast inventory 24

25 Optimize and forecast inventory 25

26 Optimize and forecast inventory 26

27 Optimize and forecast inventory 27

28 Optimize and forecast inventory 28

29 Process incoming payments faster

30 Current workflow to pre-authorize a credit card

31 Credit card quick pre-authorize 31

32 Credit card quick-charge Charge a customer with a click of the mouse! 32

33 Batch process credit card payments 33

34 Customize your user experience

35 Web screen customization Remove fields and labels in web screens you don t use Screen size re-adjusts when fields are removed Helps with simplifying web screens that are data-heavy New to web: edit labels of fields 35

36 Web screen customization - before 36

37 Web screen customization - after 37

38 Adding Crystal Report shortcuts 38

39 Web screen improvements Above screen fold 1280 x 800 pixels After Optimized entry fields layout Before Full-width screen support 39

40 Additional web screens in Sage

41 Additional Information on 2017

42 Supported versions of Sage 300 Sage Works with Payroll version 7.3 Sage Works with Payroll version 7.2 Sage Works with Payroll version

43 What s new in Sage CRM 7.3 SP2 43

44 New Lite Outlook integration File Outlook s to Sage CRM Attach Sage CRM documents to Outlook s Add contacts from Outlook to Sage CRM Integrate Sage CRM with Outlook in a 64- bit environment. An Exchange Integration in Sage CRM is not a requirement for Lite Outlook Integration 44

45 Outlook Exchange integration enhancement When a synched meeting occurs in the past, changes made to that meeting in Sage CRM will no longer need to result in an update being sent to Outlook users. A new Synch Option Send Updates for Past Appointments is available to the administrator to control behaviour when configuring the integration. 45

46 Sage CRM 7.3 platform support Microsoft Windows Server 2016 Microsoft Exchange Server 2016Microsoft Office 2016 Microsoft SQL Server 2016 Citrix XenApp 7.6 Latest version of Exchange

47 A look ahead into next year 47

48 Coming to Sage 300 in the coming year Generate financial reports from the web screens E-Invoicing Accounts payable automation integration Pulling bank transactions to Sage 300 New Sage CRM integration using Sage 300 web screens Ability for 3 rd party developers to add controls to existing web screens Additional web screens 48

49 Generating financial reports from web screens Generate Financial Reports on the web via Sage Intelligence 49

50 E-Invoicing USER CUSTOMER SAGE 300 Printing Copying for archiving Archiving Folding, stuffing in envelope Stamping Postal Network USER CUSTOMER SAGE 300 Self Service 50

51 Accounts payable automation integration 51

52 Pulling bank transactions to Sage 300 In-Product Workflow Reconciliation UI and logic for existing Invoices Bank Feeds Triage discrepancies manually 52

53 Sage CRM Integration based on web screens 53

54 Additional web screens (December 2016) OE Shipment Entry OE Invoice Entry (September 2017) Web Inquiry Tool (April 2017) Full Financials 54

55 Thank you! 55