Sage CRM Bootcamp 2015 Agenda

Sage CRM Bootcamp 2015 Welcome reception and Day 1 WELCOME RECEPTION - MONDAY 16TH FEBRUARY 2015 Registration

16.00 - 18.00

Welcome reception Kindly sponsored by Enbu

18.00

DAY 1 - TUESDAY 17TH FEBRUARY 2015 9.00 - 10.00

Registration

10.00 - 10.05

Welcome to Sage CRM Bootcamp 2015 Tom Nolan

10.05 - 10.45

Guest speaker Antoine Henry, Sage France CEO

10.45 - 11.00

Sage CRM business overview Padraig O’Neill, Sage CRM General Manager

11.00 - 11.30

BREAK

11.30 - 13.00

Growing your Sage CRM Business in 2015 Tom Nolan, Justin Mahon, Avril Crowley, Clare Cummins, Sean Mooney LUNCH

13.00 - 14.00 14.00 - 15.00

COMMERCIAL STREAM

PRODUCT STREAM

TECHNICAL STREAM

How Sage CRM is helping small & medium sized businesses across the globe achieve their business ambitions Avril Crowley, Marion Carr In this session we will introduce you to a panel of Sage CRM customers where you will get the opportunity to hear first-hand how they are using Sage CRM in their business and the benefits it delivers.

Sage CRM 7.3: Deep Dive Eoin Shanley A detailed look at some of the great new features in Sage CRM 7.3 including working with the new UI and tips around upgrading to it; setting up Email Marketing and running campaigns; and a look at the top Customer Enhancements delivered in the release.

Building custom dashboards Kaan Murison / Tom Nolan Sage CRM has a wealth of information inside it - see how you can build exceptional dashboards that surface critical business information for your customers

BREAK

15.00 - 15.30 15.30 - 16.30

16.30 - 17.30

18.30 - 24.00

Double session: How do I grow my CRM business?

David Beard, David Riordan In this panel-led discussion with four leading CRM partners, we will investigate the key drivers, investments and decisions that partners need to make in order to substantially grow their CRM practices. A key focus will be on how we improve competency, increase capacity and enhance capability in Sage CRM.

Sage CRM 7.3: Business Accelerators Cormac Lyons Join us for a detailed session that explores the many Business Accelerators for Sales that are provided out of the box in Sage CRM 7.3. Get an understanding of what they do and the benefits they provide business owners and sales managers.

Client Side API Jeff Richards Sage CRM On-Premise and Cloud both have the new Client side API functionality, enabling customization of the product either within the solution or using external code libraries. Come to this session to see what you can do.

Sage CRM Customizations - Tips & Tricks Kaan Murison In this session you will learn about the typical customizations implemented at customer sites and what Sage CRM cusotmization capabilities you can leverage to effectively align your customers business processes with Sage CRM.

Extending Fusion Charts Tom Nolan With the release of Sage CRM 7.2 and again with Sage CRM 7.3 the Fusion charts gadgets available have been greatly increased. Attend this session to see how you can make use of these charts to deliver the insight that customers need for their business.

Johnnie Foxes Hoolie Night Buses depart at hotel entrance at 6.30pm sharp

Sage CRM Bootcamp 2015 Day 2 DAY 2 - WEDNESDAY 18TH FEBRUARY 2015 9.00 - 10.00

10.00 - 11.00

COMMERCIAL STREAM

PRODUCT STREAM

Double session: Building a Successful Cloud CRM Practice Justin Mahon With more than 50% of new CRM sales in 2015 projected to be Cloudbased, being able to identify, convert, deliver and support Cloud CRM opportunities efficiently and profitably has never been more important.

Getting started in Cloud can be daunting. This session, therefore, is designed to provide you with practical recommendations on how you can get up and running quickly; and, over time, build out a Cloud practice that will complement and enhance your on-premises business.

User experience Dorothy Ryan An overview of our UX strategy that takes you through how we are currently evolving our UX in line with industry trends and other Sage products. We will provide you with and overview of our UX vision for the future and how that will manifest itself across the application.

Successful CRM Lead Generation for your Business Marion Carr, David Riordan In this session we will focus on how a partner can build a lead generation engine within their business, and access some of the key marketing assets and campaign material available to support your Sage CRM lead generation activity.

14.30 - 15.30

Leveraging social media to market and sell Bryan Collins, Ciaran Regan, David Beard Social media is an increasingly important – and effective – sales channel for small and medium-sized businesses. In this session, we discuss why SMBs should build a presence on social media and create content that matters. We also explain how to maximise social selling opportunities through techniques like effective landing page design.

Project Managing a Sage CRM Implementation Jonathon Jack Managing a Sage CRM implementation and ensuring it stays on time and on budget can be challenging. Veteran Sage CRM implementers will take you through the steps you need to follow to ensure your Sage CRM implementaitons are managed effectively.

Great sales practices used by your peers – following the sales funnel David Riordan / David Beard Learn from your peers – this session will show how leading Sage CRM business partners identify, qualify and WIN deals in their region.

Sage CRM Product Roundtable - Have your say Clare Cummins A round table discussion lead by the Sage CRM Product Management team that enables you to share useful information on how your customers are leveraging the power of Sage CRM and what features and functionality could be improved or added to better suit their needs.

18.30 - 23.30

Sage CRM Builder Paula Egan / Catherine McLynskey Sage CRM Cloud now has a powerful entity builder, allowing you to build and customise entities that exactly meet the customers business needs, without the need for code! Come to the session and get a guided walkthrough of how simple it is to extend Sage CRM Cloud, and see real customer examples of the Sage CRM Builder in action.

Double session: S Data API overview Jeff Richards Get a jump start on developing with the new API for Sage CRM. Learn all about what SData is and how it works. Available today in the Sage CRM Cloud, this new API will allow full CRUD on all custom entities and later in 2015 full CRUD on all entities in the Sage CRM system. See how you can adapt your products to use this new API using detailed code examples.

BREAK

15.30 - 16.00 16.00 - 17.00

Sage CRM 7.3: Mobile Eoin Shanley A walk through of all our Sage CRM 7.3 mobile offerings, including mobile apps and mobile web themes for Android, iPhone, iPad and Windows 8.

The session will include demos and will cover customization capabilities available with the various mobile offerings.

LUNCH - Served in the Linden Tree Restaurant - Available to Sponsor

12.30 - 13.30 13.30 - 14.30

What’s new in Cloud Philip Murray An overview of what’s new in Sage CRM 2014 R2 and what new features are coming in 2015 R1

Double session: Sage CRM Technology Strategy Update Robert Marczycki / Sean Mooney / Anthony Brady / Alison McGuinness This session will give you an insight into the evolving architecture of the Sage CRM product and our vision for the future, focusing on our api’s and customisation frameworks.

BREAK

11.00 - 11.30 11.00 - 12.30

TECHNICAL STREAM

Get your deal over the line – Combatting no-decision David Beard, David Riordan Our research reveals that up to 70% of lost leads are due to project postponement or sticking with the status quo. In this session we will look at 5 reasons why buyers will reach ‘no decision’, and present some tools to combat each. These include sketching a basic business case, understanding how to bring out the “value” message, and supporting the pitch with strong metrics.

Sage CRM for X3 Tom Nolan An overview of our integration with Sage X3 that provides you with details of all of the benefits that the integration offers customers and a demo of how to work with the features.

Guinness Storehouse Buses depart at hotel entrance at 6.30pm sharp

Sage CRM E-Mail manager Rob Lawson Are you aware of the power of the Sage CRM Email Manager? Many customers use this to efficiently process leads cases and many other types of email and other communication. This session will walk you through how the email manager can be used and give you some innovative ideas as to how you can extend it for your customers.

Sage CRM Bootcamp 2015 Day 3 DAY 3 - THURSDAY 19th February 2015 REGIONAL STRATEGIES

REGIONAL STRATEGIES

TECHNICAL STREAM

9.00 - 10.00

Regional Breakout Sessions

Regional Breakout Sessions

Tomcat Troubleshooting Robert Hurson Sage CRM now contains many features that use the powerful industry standard Java Tomcat server. Come to this session to ensure you know how to troubleshoot any issues that may arise using a simple 5 step process to diagnose and resolve the issues.

10.00 - 11.00

Regional Breakout Sessions

Regional Breakout Sessions

Sage CRM integration to MS Exchange Kevin McNamee Sage CRM has a powerful and comprehensive integration to Microsoft Exchange. Come to this session and see the functionality in action, and understand how to configure and troubleshoot the integration. Session will include integration to Office 365 Exchange.

11.00 - 11.30

BREAK

11.30 - 12.30

Close up and wrap

12.30

LEAVING LUNCH