1. Chris Tucker Channel Enablement Manager @Sage200CRM
Sage 200 SMS
Chris Tucker
Channel Enablement Manager
@Sage200CRM

2. Sage 200 SMS Agenda What is ‘S.M.S’? An ‘Connected’ Way of thinking
ROI using a Business Management Solution
Business Assessment tool / Test Drive
One Version of the Truth
How Well do you know your Customers?
Latest Product Demo
The Future and What happens Next

3. “We don’t just sell Accounting Software”
Q. What is Sage200 Sales, Marketing and Service?
SageCRM with a Real Time ‘Connected’ toolkit allowing us to leverage Key business data.
The Roadmap for Sage200 is to be a True ‘Business Management Solution’

4. ‘A Connected Way of Thinking’
Easy to implement / Upgrade (Version independent)
Overcomes traditional integration issues
A solution used by 100% of the business
Overcomes role based objections (I’m an accountant – We don’t need CRM)
Allows real growth - Harness Financial/buying trends to Market and Sell – (market leading feature)
Real time mobile solution – allowing Quotes/orders created on the move

5. Email, accounting system, spreadsheets, word documents, powerpoints
Building a Case for Investment
“Listening to Our Customers – Is not just Talking about Accounts’
Marketing
Sales
Finance and Service
Order Admin
, eMarketing , customer lists, prospect lists, mailing databases, spreadsheets, word documents, pdfs, powerpoints
, LoB systems, Mobile applications, spreadsheets, forecasts, word documents, powerpoints
, helpdesk / LoB systems, Mobile applications, spreadsheets, word documents, pdfs, help
, accounting system, spreadsheets, word documents, powerpoints

6. Business Assessment Journey for Sales, Marketing and Service

7. The Customer Journey for Sales, Marketing and Service and modules
A business advice journey with 3 key elements to support a business conversation

8. The Customer Journey for Sales, Marketing and Service and modules
A business advice journey with 3 key elements to support a business conversation

9. The Customer Journey for Sales, Marketing and Service and modules
A business advice journey with 3 key elements to support a business conversation
(Download PDF functionality – when the report is shared or they provide us with their details they will receive a unique link to the report.
PDF functionality was requested via a PDF button – this requires a significant amount of work and therefore needs to be added to phase 2 in order for us to release in Feb. )

10. The Customer Journey for Sales, Marketing and Service and modules
A business advice journey with 3 key elements to support a business conversation
The Test Drive will be a 24/7 online integrated website where prospects can take a tour of what the integrated experience is like
A Test Drive will be a Sage CRM system integrated to the local Sage BMS product
It will contain both Sage CRM demo data and the Sage BMS data synchronised to Sage CRM
On accessing the Test Drive, prospects/existing Sage BMS customers can follow the click along tour
They can also close the tour, and click through the product at their own pace.
Prospect details will likely already have been gathered as part of the Business Assessment Tool process
However, at a minimum, prospects will be prompted for their address to access the test drive (unless it has previously been gathered)
There will be an overlay to guide users, which can be switched off
Prospects will choose one of four roles based personas when accessing the Test Drive:
Sales Manager
Marketing Manager
Customer Service Director
Managing Director / General Manager
The tour in each role will focus on Sage CRM and integrated functionality directly relevant to that role
Prospects can choose any or all of the four roles based personas when accessing the Test Drive
Initially, the test drives will be available for:
Sage 200 (UK)
Sage 100 (France)
Sage Murano (Spain)
Sage Officeline (Germany)
Sage 300 (covering NA, SA, ME, Asia, Australia)

11. The Customer Journey for Sales, Marketing and Service and modules
A business advice journey with 3 key elements to support a business conversation

12. 7. SUBSCRIPTION PROPOSITION
Integrated Sage CRM & integrated Sales, Marketing and Service modules for Sage Business Management Solutions (BMS)
Sage customers have enjoyed the following benefits:
60% revenue growth from more effective data and better visibility
40% productivity increase from streamlining processes
20-25% increase in customer satisfaction levels
40% improvement in customer service efficiency
15% increase in sales team productivity with better visibility into pipeline and activity management
20% more successful marketing campaigns
6. PROOF
1. MARKET
2. VALUE
Integrated Sales, Marketing and Service modules of Sage BMS are for customers looking for a better way to manage sales, marketing or service in their business by leveraging their existing Sage BMS across their front and back office.
Integrated CRM for Sage BMS is for customers who have a clear requirement and identified need for a connected CRM solution.
Both propositions offer choice and flexibility to Sage customers and enable them to get more from their Sage investment as they grow their business.
3. OFFERINGS
Increased sales and marketing revenue through focused sales management and campaign management.
With accurate information across the business (front and back office) business managers can be confident that they are acting on data they can trust at all times – one version of the truth.
Business-wide visibility enables managers to make informed decisions, take corrective action and grow their business effectively.
Enhances customer service by providing companies with the tools they need to manage their customers and prospects efficiently, driving customer loyalty and retention.
4. BENEFITS
Extension of your Sage BMS: Integrated CRM/integrated modules are an extension to your Sage BMS investment, driving increased ROI, and a lower TCO than disparate, multi-vendor systems.
Trusted brand: For over 30 years our customers have been using Sage BMS to run their finance operations. Sage BMS Sales, Marketing and Service modules or integrated CRM is the clear choice for your sales, marketing and service needs as your business grows.
End-to-end visibility: Offers customers a complete view of their business performance across front and back office and delivers one version of the truth – data you can trust.
Flexible choice: Choose from fully-featured integrated CRM or Sage BMS Sales, Marketing, Service modules to suit your business needs.
5. DIFFERENTIATION
The target market is both existing and new BMS customers across all industries.
The market opportunity exists for both cross-sell (as integrated Sage CRM) and upsell (as integrated Sales, Marketing, Service BMS modules) to existing Sage customers and to new Sage customers.
60%
40%
30%
100%
60%
Sage BMS Sales, Marketing and Service modules and integrated CRM offer our customers enhanced visibility so they can make informed business decisions based on accurate information from across the business (front and back office).
They help businesses increase productivity, drive growth and enable customer facing teams to become more efficient, saving companies time and money.
Let’s look at the SIXTH of our SEVEN points of the VALUE PROPOSITION for our customers.
PROOF
Sage customers have enjoyed the following benefits:
60% revenue growth from more effective data and better visibility
40% productivity increase from streamlining processes
20-25% increase in customer satisfaction levels
40% improvement in customer service efficiency
15% increase in sales team productivity with better visibility into pipeline and activity management
20% more successful marketing campaigns
Why our positioning CRM as Marketing, Sales & Service modules on top of an accounts (or, more correctly now, Business Management Solutions (BMS) package makes these front office functionalities EVEN MORE COMPELLING to our customers & prospects.
7. SUBSCRIPTION PROPOSITION
Sage subscription offers provide you exclusive access to the latest product innovations and many additional services.
In addition, subscription is an affordable, flexible and always current solution to manage your business.

13. Our buyer personas What problems are our buyers looking to solve?
Managing Director (MD)
Lack of visibility over sales and forecasts
Team is not working as efficiently or productive as they could be
May not be delivering the best possible customer experience
Concerned about key person dependencies and processes
Finance Director (FD)
Too difficult and time-consuming to get the information
Duplicate data is not Data they can trust
Want to get the most from an existing financial systems investment
How we help solve their problems?
Sage brings together business, finance and customer information for a complete view of their business performance across front and back office.
With reliable sales information available at a glance, businesses can be assured they are acting on the right information at all times.
Sage gives businesses data they can trust and the visibility they need to make crucial decisions that have a big impact on their business.
Businesses can be confident that their customers are getting the answers they need when they need them.
With better insight, business leaders know where the business stands and have the visibility to make the right decisions and grow their business.
By putting processes in place across sales, marketing or service, business leaders can be confident they can scale their business effectively as they grow.
As businesses mature, Sage gives them the platform to repeat their early success in a repeatable and automated fashion.
By leveraging their existing Sage BMS investment across their business, Sage customers can drive increased ROI, and a lower TCO than disparate, multi-vendor systems, saving them time and money.

14. So, we as a vendor, speak of the evolution of Customer experience & expectations
Saugatuck Cloud Adoption
Survey 2013
Cloud adoption continues to accelerate
By 2017, more than 70% of new sales application projects will be SaaS (Gartner)
Cloud will represent over 50% of all new CRM applications in 2015 (Gartner)
Users’ application experience is evolving
By 2020, mobile devices will be the new standard for everyday computing for SMBs, often replacing or completely bypassing desktops and laptops and/or being added to an SMB's device portfolio (Gartner)
Businesses are unlocking the value of social media
64 % of social media users have shared positive experience about a business online (Marketprobe Int’l)
52% of all marketers found a customer via Facebook and 43% via LinkedIn (Social media today)
Customers now expect a superior ownership experience
Businesses want “easy integration”, “quick ROI” and solutions that are “easy to install, configure, manage, train, use and maintain” (Gartner)
Workforce mobility is exploding
By 2017, 55% of salespeople will access sales applications exclusively through smartphones or tablets (Gartner)
Mobility will be top priority on SMBs' IT spending, driven by cost savings and productivity gains (Gartner)
@sage200crm

15. At Sage, we strive to offer our customers choice and flexibility so you can get the most from your Sage Business Management Solution. Our range of sales, marketing and service solutions help meet the needs of growing businesses like yours.
From Sales, Marketing and Service modules to fully integrated CRM, we help extend the power of your Sage Business Management Solution right across your business, giving you end-to-end visibility and data you can trust so you can make informed business decisions based on accurate information.
Every day, over 15,000 businesses like yours use our solutions to drive revenue growth, increase productivity, and empower customer facing teams to become more efficient while delivering an exceptional customer experience.

16. 50%
55%
Mobility
By 2017, 50% of the workforce will be mobile, two-thirds of the mobile workforce will own a smartphone
The Eight Building Blocks of CRM: Technology (Gartner)
By 2017, 60% of salespeople will access sales applications exclusively through smartphones or tablets
Gartner Predicts : CRM Sales
Mobility will be top priority on SMBs' IT spending, driven by cost savings and productivity gains
The Gartner Scenario for the Small-and-Midsize-Business Marketplace,
Mobile CRM continues to be a key trend in the industry and it’s also a feature that you’ve been telling us is at the top of your customer’s priorities.
In fact, leading industry analyst Gartner predicts that by 2016, two-thirds of the workforce will own a smartphone, and 40 per cent of the workforce will be mobile.

17. How much do you really know about your Customers?
sagecrm.com

18. How much do you really know about your Customers?

19. What Happens Next?
Any Questions?