08.04.2011 sage mas 90 & 200 user group meeting mid-year update keith perkins, cpa 318.213.0375...

08.04.2011Sage MAS 90 & 200 User Group Meeting

Mid-Year Update

Keith Perkins, CPA318.213.0375 [email protected]


• Review Sage CRM and Mas90/200• Cloud computing discussion• Efficiencies in Mas 90/200• Lessons from Sage Summit• Services we provide

UGM-Topics


ReviewSage

CRM with Mas 90/200


What is CRM? CRM stands for Customer Relationship Management. However, we usually also carry vendors, constituents, colleagues, other contacts in our CRM packages.

Do I need a CRM product? You are already doing CRM but you may be calling it something else other than CRM.


• SageCRM for Sage MAS 90 provides seamless integration of critical data between SageCRM and Sage MAS 90 or 200 to deliver a seamless view of key customer information as part of the standard workflow for the front office user.

CRM Continued


• Key data integration points between SageCRM and Sage MAS 90 and 200 include:– Customer profile information (ship to/bill to

address, email, phone, status, etc)– Key contact profile information– Item and pricing information– Quote and order information– Account history (orders, invoices, credit

history)

CRM Continued


• Visibility into Account History– The ability to view Sage MAS 90

customer account history including orders, invoices, credit history, etc.

– Leverages Sage MAS 90 v4.2 Business Insights Explorer which provides ability to navigate, sort, query and drill down

– Back office data available to front office workers

CRM Continued


• Real-time Pricing and Inventory Availability– Manage the opportunity pipeline for

both prospects and customers using the Sage MAS 90 and 200 Sales Order module to generate quotes and orders

– Accurate pricing and visibility into inventory availability in real-time as the sales user is placing the quote or order for the customer

CRM Continued


• Seamless Prospect to Customer Processing– When an opportunity for a prospect

closes, they officially become a customer in the SageCRM system and they are promoted to a customer at the same time that the quote is promoted to an order in the Sage MAS 90 or 200 system.

– Eliminates dual data entry and streamlines the new customer process

CRM Continued


• Real-time Bi-directional Synchronization of Information– Whenever a change is made, the

information is synchronized between the two systems in real time

– The bi-directional synchronization is configurable at the system level

CRM Continued


• Sage CRM has mobile functionality• Sage CRM has social media

functionality• Visibility throughout the

organization as opposed to everyone using their own interpretation of a CRM.

CRM Continued


NormalMAS 90

Data

CRM BusinessObjects

Sage MAS 90 or 200

Non-InteractiveSession

(ProvideX.Script)Sync Flag

MirroredCRMData

Data Flow

TCP/IP Connection

Application Logic

Sage MAS 90 and 200

[Interactive Session]

IntegrationEngine

SageCRM

Sync Flag

CRMData

Triggers

MS SQL Server

IIS


CRM = Customer Relationship Management

• Personal Workspace• Contact Management

– Companies– Persons– Contact information– Other details

• Sales Force Automation– Opportunity Management– Forecasting– Team Management

• Marketing Automation– Campaign Management– ROI Analysis

• Customer Care Automation– Customer Service– Technical Support– Case Management– Knowledge Base

• Interaction Management– Multi-channel

communications• Business Process

Automation– Workflow– Alerts, notifications

• Reports / BI


Check out the YouTube demonstration:What is CRM?:http://www.youtube.com/watch?v=PLJtL2IK3tU&NR=1

Sage CRM a look at My CRM Area:http://www.youtube.com/watch?v=N9QVSnQOH08

http://www.youtube.com/watch?v=N9QVSnQOH08







• What is cloud computing?Cloud computing is the running of applications over the internet viaa web browser. Cloud computing

canalso include “hosting services”

which arethe running of software remotely

on a computer outside of your network.

Cloud Computing Discussion


• You have 3 models to choose from:In-house software, hosted

software, or cloud based software solutions.

• 3 different pricing models: In-house software and hosted software are generally purchased out right; whereby, cloud softwareis essentially rented.

Cloud computing, continued


Cloud Computing Continued

• What are the benefits of each, a discussion?

• Considerations: hardware & hardware support, software & software support, up-time and software response, cost comparisons & cost changes, accessibility, disaster recovery & backups, data ownership and migration, contract terminations and data exports or transfers.


• Problems with Payroll processors example.

• Online backups is a cloud service often used.

• Why the big marketing push now to cloud?

• Vendors such as network switch providers (Cisco) and band-width providers see this as the next big revenue stream.



• Software trends-have all options available?– Traditional software companies are versioning their

software to cover all of the markets whether in-house or cloud based.

– Some companies will be more successful than others in this endeavor. Remember the companies that could not get on board with Windows from DOS and went out of business.

– Poll: anyone using a Cloud based application now?



• Use paperless office to save on printer wear/supplies.

• Use AP ACH and PR DD with or without payroll paycards.

• Use Custom Office to modify your input screens to work how you work.

Do more with less: Leverage

Mas efficiencies


Efficiencies continued

• Use saved Explorer Views for routine lookups.

• Use saved GL journals, recurring journals, and AP repetitive invoices to save input time.

• Use cycle counts to keep high turnover items accurate in Mas IM.


• Use the auto reconciliation feature in Bank Rec to clear checks downloaded from bank.

• Use the Federal/State e-filing in payroll to print forms and/or e-file.

• Use Visual Integrator jobs to communicate Mas data with disparate systems.

• Custom written programming also available.

• Use the IM item product type “discontinued” and “inactive” boxes.

Efficiencies continued


Lessons from Sage Summit

• Sage Summit is the annual Sage business partner and customer conference.

• This year’s event was held in Washington, D.C. for the week of July 10th.

• Presentations covered Sage products, techniques, and general interest topics.

• Mas will have an SQL version out later in the year. It will be paired with a special edition of Abra PR SQL version.


Lessons from Sage Summit continued

• Mas 200 Extended Enterprise Suite is being rebranded.

• Mas 200 EES is a special edition of Mas that is integrated with Sage CRM and Sage FAS.

• What I learned at Summit was that during August we can still upgrade to Sage Mas EES and only pay $500 per Mas users for the CRM licenses! This is because everyone with EES when it is rebranded will be grandfathered in.


Lessons from Sage Summit Continued

• Sage offers the software product Knowledge Sync integrated with Mas. People have been using it to perform “continuous monitoring” routines as part of their continuing auditing of their databases.

• Mas 90 will have a Cloud version around the end of the year. This may be a good option for a start-up. Then, when their processing becomes more intensive, they can move it in-house.


• Trade show with Sage vendors:– Over 675 different integrators and

service offerings.– Exhibits the scope of Sage products

and the support ecosphere of the core products.

– Trade Show Guide is here.

Lessons from Sage Summit Continued


Software We Provide

• Core software products:• Mas 90 and Mas 200 and Mas200 SQL

• Sage Abra HRMS &/or Payroll• Sage FAS Fixed Assets• Sage CRM


• Services we provide:Operational support and

consultingTechnical support and upgradesIntegrations and workflow

managementTraining and User Group MeetingsMerchant Services (Credit Cards)Payroll Paycards

Services We Provide Continued


Questions?User Group Meeting

Suggestions?

08.04.2011 sage mas 90 & 200 user group meeting mid-year update keith perkins, cpa 318.213.0375...

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