ATI May 2013 Newsletter

In This Issue: • • • • •

End-to-End Sales Tax Solution Creating a Unified Brand Win Free Add Space Current Sage Promotions Sage CRM Lite for iPhone

Answer the Following Survey Question and you will be entered to win free ad space in the next Answers Tech Express. iPhones, Android phones, etc. How are you and the employees in your company using mobile devices to work? How do you feel this is contributing to the success of your business? We would love to hear your opinion. This information will help inform our software development to better meet the needs of businesses like yours.

Please send your answers to linda@answerstechnology.com.

We will contact the winner in the 1st week in June to get the information needed for your add.

Ad will include 2x2 section of ATi newsletter with your logo, contact info and a 20 word description.

Reduce audit risk with AvaTax cloud-based sales tax services that make it easy to calculate rates, manage exemption certificates, file forms and remit payments. Best of all, AvaTax integrates seamlessly, delivering real-time sales tax calculations within your ERP and ecommerce solutions. By delivering sales tax calculations based on up-to-date sales and use tax rules, AvaTax will lower your exposure during sales tax audits. Taxing authorities demand that businesses prove sales tax compliance through calculations and reporting, and penalties can be substantial.

Compliance and on-demand reporting is made simple with AvaTax by Avalara.

For more information contact: Jan Senecal Vice President of Sales (866)680-7742 ex. 911 jan@answerstechnology.com Linda Kiernan Sales and Account Management (866)680-7742 ex. 923 linda@answerstechnology.com

First of all, you might be wondering what a unified brand is. To become a leader within your industry, it is important to develop a marketing strategy that creates a consistent impression of your business; this is branding.

Effective branding presents your products and

Attend a FREE educational webinar, “Sales Tax Automation for Sage 300” and learn how to: • Understand challenges of sales tax compliance.

• Identify risk factors for an audit.

• Achieve sales tax compliance with automation.

• Save time and money on tax administration.

• Protect your business from negative audits Date: Wednesday May 29, 2013 Time: 11:00 AM PST 1:00 PM CST 2:00 PM EST Register at: www.gotomeeting.com/register/768329977 or, look for your email invite from your local ATI Partner.

services in a way that stands out from the rest, and instantly gives the desired audience an idea of who you are and what you do.

Creating a Unified Brand Continued...

Steps to Creating a Unified Brand: 1. Create and embrace a unified message 2. Visually relay your message: • Color Scheme & Fonts - both of these instantly relay feeling & should be consistent across all marketing materials (including your website).

• Slogan - Create a unified slogan that relays your message in just a few words.

• Logo - Pay attention to current trends and try to create a visual branding that will last. Remember with logos, less is always more.

3. Display your brand both online and in person by unifying all marketing materials.

Take pride in your brand. When you and your employees believe in the brand so will consumers.

4. When in doubt contact a graphic designer or marketing consultant.

We are pleased to announce the release Sage CRM 7.2 and Sage CRM Sales Lite App for iPhone. As a Sales Professional it is vital to stay on top of your leads, opportunities, appointments, and tasks no matter where you are. With advanced mobile technology, it is a no brainer to have a Sage CRM App that syncs with your company’s Sage CRM System.

have access to internet.

• The App also comes with an easy reference/ help section.

Sage Trade-in Offer Sage Pro ERP & Sage PFW customers will receive trade-in credit toward their new Sage ERP license purchase.

Promotion Details: Customers receive a per-user trade-in credit, Trade-in value diminishes over time.

Last Chance Promos Buy Three, Get One Free User For every three full-use users purchased (module-based and user-based), existing customers will receive an additional user at no additional product cost. Promotion applies to Sage 300 and Sage CRM. Promotion Details: Offer Expires June 30, 2013 and the first year of maintenance is required for the free user and is not included in this promotion. Offer does not apply to hosted or subscription orders.

In the Family Offer Customers on Sage 300 ERP, who purchase Sage HRMS, Sage HRMS Payroll, or Sage Employee Self Service will receive a 20% “In the Family” discount off the product.

Promotion Details: Offer Expires June 30, 2013 and the qualifying solution must have been purchased at least 12 months prior to the promotion expiration date.

Offer limited to one option only.

Key Features of Sage CRM Sales Lite App: • Easy access to your CRM contacts, create favorite contact lists and sync your phones contact list with your CRM App if desired.

• Email, call or text clients directly from your Sage CRM App. When Making a call or sending an email you will be prompted to add the communication in Sage CRM directly from the Sage CRM App. • Click on a contact’s address and you will have the option to locate the address in the Maps iPhone App. • Access opportunities information, including: quote values, notes, certainty and forecasts.

• The Sage CRM App will download and sync your Sage CRM Calendar for the next 14 days.

• Your Sage CRM Calendar will Sync with your iphone calendar if desired - allowing you to set an alert for 30 minute before the start time and date.

• Keep track of recent activity with the “Recent” section of the App. • Work offline when internet access is not available, then sync to your CRM when you

Steps to Use Sage CRM Sales Lite App: 1. Contact your Sage CRM Consultant and upgrade your CRM to version 7.2.

2. Your Sage CRM Consultant will install the add on component for Sage CRM Sales Lite App. 3. Visit the Apple App Store on your iPhone and install the Sage CRM Sales Lite App. 4. Setup the App by inputting your CRM URL and user name and password.

5. Sync your Sage CRM App to your CRM System by pressing “Update data from Sage CRM.” • By syncing the app to your system you will download your contacts, opportunities, appointments, tasks and your calendar (this process may initially take a several minutes and we recommend performing this step when connected to WiFi). Also, make sure you don’t exit out of the application while it is downloading, leaving the app may cause problems.