Sage Accountant Partner Programme. For exceptional accountants

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1 Sage Accountant Partner Programme For exceptional accountants

2 Welcome Welcome to the Accountant Partner Programme, offering you award-winning support, insider knowledge and much more to take you and your clients to the next level. Each element of the programme has been specifically created to help you provide the very best service to your clients, and make recommending Sage software as easy as possible. 2

3 Here to help As an Accountant Partner you ll be assigned a dedicated account manager. They ll be available to support you and your practice with everything, from any queries you may have about our software, to helping you host seminars for your clients. Key benefits: You will be allocated a named person and not a number of different people Your account manager will understand your practice and clients Your account manager will pro-actively let you know of anything that may impact or benefit your practice 5

4 Ready to use marketing materials Unlock a bespoke range of marketing materials for you and your clients. There s everything you need from online PDFs, webinars and videos to help choose the best software for your client s. Key benefits: Exclusive area just for Accountant Partners Information and collateral at your fingertips Downloadable PDFs and templates you can tailor and forward to clients or use at events 6

5 Sales toolkit To help you recommend and sell Sage products we ve created a helpful sales toolkit, including market trends and version comparisons to help you best inform your clients. You ll also gain exclusive access to selling techniques, webinars and industry insights helping you to get prepared and ready to make the most of every opportunity. Key benefits: Exclusive content just for Accountant Partners Up-to-date sales analysis Insider knowledge and industry insights 9

6 Sage Rewards A new way to gain incentives. Sage Rewards is an exciting online system giving Accountant Partners points to spend on over 2,000 prizes. The prizes are preloaded and updated regularly and vary from vouchers, weekend breaks to a personal chef experience. Points will be loaded as they re earned and you can log in at any time to search for incentives. You can spend your points as soon as they re earned, save for something special, send to your clients or give to charity it s completely up to you. Key benefits: Easier way to gain incentives Huge range of prizes, pick and choose something that will suit you or your clients Register at any time New incentives added regularly For more information or to view the guidelines please visit: 10

7 Accountant Partner Certification Increase your knowledge or refresh your expertise by becoming a Sage Accountant Partner. Our new online system makes is easier than ever to get that all important Sage accreditation. It is also automated to ensure you are kept up to date with reminders and never miss an expiry date. With additional support and immediate feedback on results you will know instantly if you have passed. Once passed you ll receive a certificate and pin badge to promote how you wish. Key benefits: Recognition with your clients Access anywhere you can get online Automated reminders and updates To get certified today please visit: 13

8 Pricing tool Introducing the new Sage pricing tool making it easier to calculate Sage software prices quickly and easily. We ve also incorporated margins/commission, subscription and upgrades, so no more confusing calculations. The tool is online and a step by step system allowing you to simply talk through the costs with your clients. You can also access it on your laptop or phone when out and about visiting clients or at a meeting. Once finished the tool will create an order form for you to send to clients. Key benefits: Available anywhere you can get online Updated regularly Mobile friendly 14

9 Sage Match Sage Match is a new way to connect our accountants with clients. The app allows you to create a profile and promote your practice online. You will then be matched to new clients in a targeted way, depending on your skills and expertise. Helping you to grow your practice. Coming very soon... 17

10 Expand your knowledge Sage Accountant Partners are invited to attend road shows and webinars throughout the year, keeping you informed of our latest product releases, with a preview of new features and functionality before they are released to the rest of our customers. Stay flexible We recognise that cash flow is a challenge for every business. So to ensure Sage products and services are even more accessible, Accountant Partners can exclusively offer clients the option of monthly Direct Debit payment terms rather than them having to settle up all in one go. 19

11 Notes

12 For exceptional accountants For more information on how to join the programme and access the benefits call your account manager on Anything we ve missed? If you feel there s anything you d like to see in the programme, just let us know by contacting your account manager on the number above. Calls will cost 2 pence per minute, plus your phone company s access charge.

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