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Agenda
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1.1
1.2
1.3
1.4
2.0
2.1
2.2
2.3
2.4
2.5
Why Sage?
Company Focus
Footprint with SMEs
Customer Experience
Solutions & Services
Solutions for the Mid-Market
Most Common Customer Challenges
Sage ERP X3 Solution Highlight
How It Works
Industry Best Practices
Who Are Our Customers
Why Sage?
Why Sage?
Exclusively
focused on
supporting
small and
medium-sized
businesses
The largest
footprint
with SMEs
in the world
The richest
portfolio of
solutions and
services for
SMEs to grow
The best
customer
experience
and support to
succeed
6 million
+
custome
rs
worldwi
de
Revenue $605m
Revenue $65m*
Revenue $1230m
Revenue $229m
2,750 employees
1,300 employees
7,765 employees
1,785 employees
36,000
custome
r calls
daily
28,000
reseller
partners
Services
Distribution
Manufacturing
FIXED
ASSETS
CRM
MIDMARKET
SMB
BUSINESS
INTELLIGENCE
Cloud or On-Premise
Subscription or Perpetual Licensing
ERP
SMALL
BUSINE
SS
PAYMENT
SOLUTIONS
HRMS &
PAYROLL
MOBILITY
Solutions for
Mid-Sized Companies
47%
Need to manage
growth expectations
Delays in decisionmaking
from lack of timely
information
Must improve
customer response
time
37%
29%
29%
10
CEO
Lacks customer
insight to generate MARKETING
demand.
Stock outs create
poor
Lacks
e-commerce
visibility
PURCHASING
experience.
into
costs and
margins
Rushing orders
by lack of accurate
planning.
Unpredictable
Introduction supplier
to Sage ERP X3
performance.
ACCOUNTING
SALES
PRODUCTION
WAREHOUSE
Lacks customer
REAL-TIME INTELLIGENCE
PRODUCTION
insight to generate MARKETING
REPORTING AND CONTROL
demand.
Stock outs create
poor
FAST ACCEPTANCE
Lacks
e-commerce
visibility
INTUITIVE FOR USERS
PURCHASING
WAREHOUSE
experience.
into
costs and
AND COST-EFFECTIVE
margins
Rushing orders
by lack of accurate
planning.
Unpredictable
Introduction supplier
to Sage ERP X3
performance.
13
Powerful Automation
Integrated Business Processes
Streamline operations with end-to-end process integration
ACCOUNTING & FINANCE
General ledger
AR/AP
Payments
Cost accounting
Budgeting
Allocations
Fixed assets
Multi-currency, multicompany, multilegislation/multi-chart of
accounts
SALES
Pricing, quotes &
contracts
Order entry
Product configuration
Inventory allocations
Delivery scheduling &
shipping
Invoicing
Customer returns
Sales commissions
PURCHASING
Purchase requests
Encumbrance accounting
Requests for proposals
Purchase orders
Outsourcing/SubIntroduction
contracting to Sage ERP X3
Multi-level approval
INVENTORY
Multi-level warehousing
and location
management
Movements and
transactions
RF data collection
Quality control
Costing
Acquisition price tracing
Inventory control
Procurement
CUSTOMER SERVICE
Contact management
Customer support
Warranty management
and service orders
Knowledge base
Campaigns
MANUFACTURING
Routings
Discrete or process batch
flow
BOM/Formula
management
MPS/MRP
Technical data
configurator
Costing
Quality control
Forward/backward
Accounting
Manufacturing & Finance
Web Portal
Visual Processes
Workflow & Alerts
Customer Business Intelligence
Service Document Management
MS Office Integration
Search Engine
Inventory
Sales
Purchasing
14
Powerful Automation
Automated Management
Processes
Accelerate
and control business processes with automated workflows and alerts
15
Accurate Evaluation
Real-Time Intelligence
Monitor your business and make timely decisions with real-time, actionable intelligence
Pre-configured by role.
Customizable by user.
Real-time. Exceptionbased.
Dynamic audit trail
by click & zoom on
KPIs to access
underlying records
or transactions.
16
Accurate Evaluation
Business Insight On Demand
Stay ahead of trends and unveil opportunities with easy-to-use business analysis tools and reports
Integration with
Sage Intelligence
empowers users with
a simple BI tool: no
need for Excel
programming,
database
synchronization or
ERP data
import/export.
It just works!
17
Fast Adoption
Intuitive, Process-Oriented
Workspace
Empower
ERP users with an intuitive navigation through business processes
On-screen guidance
through quality
procedures.
One-click access to any
functions of the system.
Over 140 customizable
templates provided out
of the box.
18
Fast Adoption
Microsoft Office and Outlook Integration
Manage Microsoft Office documents as part of the customer data
Microsoft Office
documents integrated
as part of the ERP
database.
Secure export of
customer information to
Excel and Word.
Microsoft Outlook
integration.
19
Advanced Technology
Designed for the Enterprise
The Sage Application Platform for the Enterprise - SAFE X3
Web-Native
SOA / Metadata-Driven
Comprehensive toolset for admin and
developers
4GL Integrated Development Environment
Centralized deployment and administration
tools
Fast Adoption
Quick Deployment
deployment
testing
training
support
21
Sage ERP X3
User-defined dashboards
Web client
Open
to Web/Mobile
Introduction
to Sage ERP X3 applications
Web Services
22
Meeting Your
Industry
Best Practices
23
Michael
Watch
TheSiegmund
Video
President, RM Foods, LLC.
Testimonial
Barry Gertner
IS Director, A.M. Leonard
Watch The Video
Testimonial
Bruce Emrick
VideoInc.
IT Director, Watch
GarlandThe
Industries,
Testimonial
Terry Steinberg
Vice President & CIO, Aceto
Corporation
Read the Customer
Case Study
29
George Goodall
Senior Research Analyst
Info-Tech Research Group
Have a
Wonderful Day!
33