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August 4, 2006

Certified Trainer Conference Call. August 4, 2006. Introductions. Host Julie Elm – Manager, Customer and Partner and Program ACS Sage Staff Presenters & Attendees Leslie Burkes – Director of Learning & Professional Services Non-Profit Solutions

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August 4, 2006

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  1. Certified Trainer Conference Call August 4, 2006

  2. Introductions • Host • Julie Elm – Manager, Customer and Partner and Program ACS • Sage Staff Presenters & Attendees • Leslie Burkes – Director of Learning & Professional Services Non-Profit Solutions • Mike Long – Manager, Sage Learning Services Sage Abra HRMS • Janet Moore – Manager, Sage Learning Services CRM Solutions • Natalie Johnson – Manager, Sage Learning Services ACS • Celina Oliver – Channel Certification Coordinator • Lisa Jordan – Partner Programs Specialist

  3. Today’s Agenda: • Certified Trainer Program Update • New Communication Tools • How to Order curriculum using Sage Software Online • Tips For Marketing your Certified Trainer training services • Update By Product • Sage Abra HRMS • Sage MIP Fund Accounting • Sage CRM SalesLogix • Sage MAS 90 and MAS 200 • Sage MAS 500 • Sage BusinessWorks • Sage PFW

  4. New Communication Tools • Curriculum Issue Request Form Use this form to report curriculum issues or problems (including: error message, misspellings, page number inaccuracies, problems with data sets, etc.

  5. New Communication Tools • Curriculum Enhancement Request Form Use this form to report curriculum enhancement requests. Enhancements are suggestions as to how to better improve the current curriculum.

  6. New Communication Forms • Send completed forms to ct.na@sage.com • Forms can be found on the Certified Trainer Web site

  7. How to Order Curriculum Online • Order Curriculum easily through Sage Software Online http://www.sagesoftwareonline.com/eServices/Main/frmLogin.aspx • Sage MIP Fund Accounting • Sage CRM SalesLogix • Sage MAS 90 and MAS 200 • Sage MAS 500 • Sage BusinessWorks • Sage PFW

  8. How to Order Curriculum Online • Administrator must set permissions for contact as “Partner Sales” • Products on which you are certified denoted with a “*”. • Allow one day for processing. • Check status of order on Sage Software Online

  9. Track Your Orders Online

  10. Sage Abra HRMS Curriculum Orders • Sage Abra HRMS • Order through: Partner Resource Online

  11. Tips for Marketing Your Certified Trainer • Market your unique training skills • Focus on how to distinguish your company from other business partners • Why is this unique? What are you able to offer as a Certified Trainer? • Certification Program endorsed by Sage Software • Taken the extra step to ensure that your customers receive high-quality training • Illustrated a commitment to training and customer satisfaction • You have access to curriculum developed by Sage Software’s product, training, curriculum experts • Curriculum is up-to-date and represents the latest product capabilities

  12. Certified Trainer Counts by Product

  13. Tips for Marketing Your Certified Trainer Prospective Customers

  14. Prospective Customers • Train and build awareness internally • All customer facing staff member should understand what it means to be a Sage Certified Trainer • Incorporate your services into the sales process • Build customer awareness by explaining the importance and need for an initial and on-going training plan

  15. Tips for Marketing Your Certified Trainer Prospective Customers Existing Customers

  16. Existing Customers • Training is a relationship builder • Opportunity to assess the customer’s processes and needs • On-going touch point for lead generation • When is training needed?

  17. Existing Customers • Market your training services • Use existing forms of communication to leverage training • Customer Newsletters • Plug into any on-going communications • Hold messaging • Keep in touch based upon “Touch Points” • Training Web Page • Link from email signature lines

  18. Tips for Marketing Your Certified Trainer Your ATC Community Prospective Customers Existing Customers

  19. Your ATC Community • Market your services to other ATCs • Network with ATCs to leverage your training certifications • Many ATCs are looking to expand their Sage course offerings • ATC contacts and locations are posted to the Sage University Web site at http://sagesoftwareuniversity.com/

  20. Tips for Marketing Your Certified Trainer Your ATC Community Prospective Customers Existing Customers Your Business Partner Community

  21. Your ATC Community • Market your services to other Business Partners • Looking for ways to strengthen their training programs and focus on other areas of their business

  22. Mike Long Manager Sage Learning Services Sage Abra HRMS

  23. Sage Abra HRMS Curriculum Updates • Closing Year End with Sage Abra Payroll • Curriculum to be available 10/06 • Year End training data closed through Q3 ’06 • Open to Abra Payroll and Year End Certified Trainers only • Contact Mike Long for certification information • Q3 Abra Training Data • Posted to CT website • (Curriculum Orders/Presentations/Abra)

  24. Abra Curriculum Updates • Sage Abra HRMS 7.5/8.2 • Currently developing curriculum • Updates to: • HR – 7.5/8.2 • Payroll – 7.5 • Train – 7.5/8.2 • Attendance – 7.5/8.2 • Release date scheduled for 10/06 • Abra eRecruiter • Curriculum available now • Current Recruiting Solutions Certified Trainers recertify at no charge • Contact Mike Long for new eRecruiter Certifications

  25. Leslie Burkes Director of Learning & Professional Services Non-Profit Solutions

  26. Sage MIP Fund Accounting • Version 8 Update • Curriculum survey feedback • Great feedback – your comments are important! • Incorporating many of your ideas and suggestions • Don’t forget to use form on CT website • Updating training database, new curriculum and workshops • New training database not on CD – download from CT website • Target release time is late October or early November for Core/Payroll Curriculum • Plan on scheduling your version 8 classes in November • Date is still a moving target!!!

  27. Sage MIP Fund Accounting • Version 8 Trainer Certification • Version 8 trainer certification is only for trainers certified for AFM • Watch for announcement on classes – after Summit • AFM curriculum available after recertification class & assessment • Multicurrency and Inventory will be AFM chapters

  28. Sage MIP Fund Accounting • Additional Certifications • AFM and Tech additional certifications available • Complete Additional Certification Application • On CT Website • Email to address listed on form • We will contact to schedule assessment & web class • Other Helpful Information • Certified Trainer FAQ • Available on Sage Software University partner site under “tracks”

  29. Sage MIP Fund Accounting • ATC Program for NPS?? • Your feedback about a potential program very helpful • Still under discussion • Posting CT classes on Sage Software University

  30. Sage MIP Fund Accounting • Other news: • Welcome new Manager for Learning & Professional Services! • James Mikolaichik • Contact information james.mikolaichik@sage.com; 1-800-647-3863 ext 6211 • Congratulations to Joanne Schneberger! • Promotion to Principle Curriculum Developer for NPS • In July rolled out new partner training program for Certified Consultants • Details on Sage Software University

  31. Janet Moore Manager Sage Learning Services CRM Solutions

  32. Certified Trainer Certification • Many new features in version 7 • Anytime Learning on the delta between v6.2 and 7.0 • All Certified Trainers required to go through training before ordering v7 curriculum • Training is less than 2 hours plus 50-question exam • Online, anytime access 24/7 • No charge – included in Certified Trainer fees • Available through Sage Software University

  33. SalesLogix v7 Curriculum • Curriculum available in late September • Sage-branded and uses new corporate format • Completely updated for v7 • Deliverables to Certified Trainers • Classroom setup instructions • PowerPoint slides • Electronic files or materials to complete exercises • Answers to “Checking Your Knowledge”

  34. SalesLogix v7 Curriculum • Curriculum for SalesLogix v7.0 • End User for Sage CRM SalesLogix v7.0 • Sales • Service • Support • Marketing • Administering Sage CRM SalesLogix v7.0

  35. New Website • Sage Software University • New corporate website for Sage Learning Services • CRM going live in mid-August • Replaces http://www.sagesoftware.com/education • One place for all SalesLogix and Sage CRM training • Classroom • Anytime Learning (web-based recorded) • Realtime Learning (web-based with live instructor)

  36. Natalie Johnson Manager, Sage Learning Services Accounting Solutions

  37. ACS-South Product Update • Sage PFW • Updates for 5.5 release (September/October 2006) • Trainer available end of December/beginning of January 2007 • Student available 30 days upon release of trainer • Sage BusinessWorks • Updates for 7.0 release (October/November 2006) • Trainer available Feb/March 2007 • Student available 30 days upon release of trainer • Sage MAS 500 • No updates for 7.05 release

  38. ACS-South Product Update • Sage MAS 90 and 200 • Updates for 4.2 release (October 2006) • Partner re-certification workshops anticipated for end of September • Trainer available Jan/Feb 2007 • Student available 30 days upon release of trainer • Course Focus Groups • We value your input on course content improvements • Scheduled meetings with those certified for specific courses

  39. Program Reminders • Visit the Certified Trainer Web site for • Certified Trainer Conference Call Schedules • Certified Trainer Conference Presentations • Submit agenda topics

  40. Program Reminders • Complete Student Evaluations after each class • Submit to Sage Software monthly • Certified Trainers (non ATCs) use form on Certified Trainer Web site • Upcoming Trainer Certification Classes • August 10th Presentation Skills • August 11th Core Trainer Certification

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