Sage CRM release update to business partners
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Sage CRM release update to business partners
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Sage CRM new releases and general updates
Agenda • The Sage CRM cloud opportunity– • 2014 R2 release on 11/23/14 • The CRM standalone opportunity • Sage CRM 7.3 standalone release for Q1 2015 • Sage CRM 2015 roadmap plans • What’s ahead in FY15 for Sage CRM • Channel plans and activities • Product marketing and marketing activities • General resources Dan Wain Strategic account specialist
CRM market is growing rapidly and is the #1 software application investment priority worldwide
Source: Gartner Market Share Analysis 2013, All Segments, All Sizes
Source: Gartner, User Survey Analysis: CRM, Cloud and Mobile Dominate Application Software Spending Trends, 6 March 2013
Selling the “extended” ERP solution
• Competitors are selling ERP and CRM as an integrated proposition
Sage is the third largest ERP solution provider to businesses worldwide
• Sage CRM protects our Sage ERP business
Source: Gartner, ERP Software Market Share Top 10. Published March 2013
Sage CRM FY 14 highlights
Revenue growth: • 18% YOY; 12% above budget • 32% increase license sales to Sage 100 ERP customers • 16% increase cloud sales Channel enablement: • 150 partners at 12 “How to sell Sage CRM” sessions • 292 partners attending 18 CRM technical bootcamps
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The cloud is forecasted to be 50% of all CRM sales in 2015.
Sage CRM 2014 R2 Release overview
Sage CRM 2014 R2 All-new user experience • Most exciting cloud release to date • Entirely new, intuitive navigation • Fresh new look–styles, fonts, icons, buttons, charts, dashboards • New features such as: my profile, quick access, search, and so on.
Sage CRM 2014 R2 new feature highlights
New navigation
New look
New features
Top navigation Profile and settings Search and advanced Menu changes Quick access toolbar
Colors and style Tabs Icons Pipeline graphic Responsive UI
Admin menu Dashboards Drop-down menu User assignments Getting started page
Sage CRM 2014 R2 Communications and assets • Notification to channel in October • Emails sent to cloud customers 10/30 and 11/6 • Final notification to customers 11/20 • Customer webcasts 10/30 and 11/13 • Customers automatically upgraded the weekend of 11/22nd
Release assets on Sage Sell
• Sage CRM Cloud R2– Overview fo
• Early access program for custome • Customer webcast on 2014 R2
• Messaging guide for business part
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Sage CRM 7.3 preview
Sage CRM 7.3 (On-Premise)
A more contemporary user interface
A better mobile experience for customers
More email marketing choices
Sage CRM 7.3 Brand-new user experience
The new look and feel of Sage 7.3 delivers: • A slick new interface
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• Cleaner navigation menu • New icon set
New fonts and headers
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New colors and styles
The new Sage CRM 7.3 UI
New optimized UI for desktop and mobile
MailChimp integration
Sage@CRM
The Business Accelerator suite • Preconfigured alerts and notifications • Out-of-the-box workflows for sales • New sales dashboards with new KPIs, charts, reports • New KPI charts • PDF Quotes & Orders with one click
Sage CRM roadmap
Sage CRM in 2014
Spring/Summer 2014
Fall/Winter 2014
Continued quality improvements
On Premise
Sage CRM 7.1L Sage CRM 7.2d Sage CRM 7.1m Sage CRM 7.2e Sage CRM 7.1n Sage CRM 7.2f
3/12 3/31 6/3 6/30 9/12 10/8 ●
12/14
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Sage CRM Sage Connector for
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Sage ERP X3
Integration
Cloud
Strategic
3/08/14 Sage CRM 2014 R1 • Sage CRM Builder enhancements • Browser support
11/23/14 Sage CRM 2014 R2 ●
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Next gen user experience Browser and client OS support
Sage CRM Roadmap 2015
Winter 2015 Winter Winter 2015 2015
Spring 2015 Spring 2015 2014 Spring Continued quality improvements
OnPremise
Integration
Cloud
Strategic
Sage CRM 7.3 • • • • •
Business Accelerator for sales Dashboards, charts, alerts and workflows UI enhancements Mobile app for Sales (Android & iPhone) Email Marketing (Mailchimp)
Sage CRM 7.3 for Sage 300 ERP Sage 100 ERP Sage CRM Data Cloud Integrations
Sage CRM Current on-premises integrations
Sage 100 ERP Sage 300 ERP
Sage CRM Connector for Sage ERP X3 Coming late 2014
• Lead with Sage CRM as the integration of choice • Also available SFDC and SugarCRM
Sage CRM + customer choice
Sage ERP X3
Sage CRM Go-to-market plan
Sage CRM activities and plans Marketing and product marketing Online • Sage CRM content to online aggregator sites and content syndication outlets • Pay-per-click campaigns • Website content Cross-sell campaigns • Bimonthly cross-sell into ERP • Quarterly cross-sell campaigns into CRE Segment/Industry marketing approach • Construction, distribution, and retail Assets and sales enablement • Ongoing localization of global assets for NA • Presentations, collateral, scripts, emails, articles • Messaging guides including distribution, construction Launches • Sage CRM Cloud 2014 • Sage CRM/Sage ERP X3 Cloud Connector • Sage CRM On Premise 7.3
Prospecting How Sage can help
Host webcasts for your clients
Conduct discovery and needs analysis
Resources
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Channel resources Partner marketing platform https://www.zift123.com/signin.php Updates soon
Prospect resources NA.Sage.com/Sage-Crm
North American-based info on Sage CRM Link to CRM 30 day trial
Sage Sell Sage CRM Product brief and messaging guide* Sage CRM brochures and sales sheets Sage CRM success stories Pricing Presentation and demo script Price list FAQs
SageCrm.com/blog Educational articles and documents SageCrm.com/united_states/success-stories Videos and PDFs
Customer resources Community.SageCrm.com Training videos, admin help, implementation help, documentation
Sage CRM 2014 R2 release guide Sage CRM 2014 R2 UI guide
Partner community
Sage CRM 7.3 presentation
Community.SageCrm.com Global forum, documentations, technical help Partner signup required
MySageSell.com
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Product specialist territory alignment
NE
BC
AB
SK
MB
NB
MT
OR
NV
WY
UT
MI IA PA
OH
MD KS
CA
WV
MO
OK
TN
AK
NJ DE
VA NC
NM
SC MS TX
Sage Inventory Advisor
IN
IL CO
VT NM MA CT RI
NY
KY
AZ
Sage Intelligence
ME
WI
SD
ID
PE NS
MN
NE
Sage CRM & mobility products
QC
ND
WA AK
HI
ON
AL
GA
LA
FL
Mexico Cuba
Karen F.
Michael N.
Tom W.
Dominican Republic Jamaica Belize
Dan W.
Michael N.
Tom W.
Bill L.
Mark E.
Tom W.
Sean T.
Mark E.
Tom W.
Haiti
Puerto Rico
Guatemala Honduras El Salvador Nicaragua Costa Rica Panama
Trinidad
Your extended sales team Sage regional sales managers
Sage CRM solution specialists Dan Wain—Strategic Account Manager
Dan.Wain@sage.com
Bill Levesque—Strategic Account Manager Bill.Levesque@sage.com Karen Foreman—Strategic Account Manager Karen.Foreman@sage.com Sean Taylor—Strategic Account Manager
Sean.Taylor@sage.com
Sales engineers Rob Lawson—Sage CRM; Robert.Lawson@sage.com Debbie Hill—Sage CRM/Sage 300 ERP; Debbie.Hill@sage.com Johnnie Woodward—Sage CRM/Sage 100 ERP; Johnnie.Woodward@sage.com Channel marketing Nicole Damasius—Sr. Partner Programs Manager; Nicole.Damasius@sage.com
Sage CRM Sage CRM
Insightful Insightful CRM CRM for for small small and and medium sized companies medium-sized companies looking looking to to accelerate accelerate sales sales performance performance and and drive drive sales sales productivity. productivity
Next steps, comments, or questions?
Dan Wain CRM Product Specialist Dan.Wain@sage.com 678-280-5322