august 2008 roadshow v10 launch. pastel channel roadshow – august 2008 agenda softline pastel’s...
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August2008Roadshow
V10 Launch
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Pastel Channel Roadshow – August 2008
Agenda
• Softline Pastel’s Commitment
• Sneak Preview
• Pastel Accounting 2009
• Pastel Bank Manager
• Pastel Cash Manager
Tea Break
• New Channel Strategy
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Softline’s commitment
Brand
• R16 Mil spent on Marketing and Advertising
Call Centre
• R25 Mil spent on Call Centre
• 170 000 Calls per month
• Globally recognized Call Centre
Strategic Alliances
• Accounting Bodies
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Softline’s commitment
Technology Leaders
• Ongoing Investment in R&D
• Continuous software development and enhancements
• New products, new markets
Skills Development
• Certified Schools Programme (CSP)
• Tertiary and Commercial Training institutions
• Seeding the market (Today’s Learners – Tomorrow’s Buyers)
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Sneak Preview
My BusinessOnline
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My Business Online
Dashboard Sales History
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My Business Online
Customer List screen
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My Business Online
Edit Customer screen
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My Business Online
New Invoice screen
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Introducing
Pastel Accounting 2009
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What’s New In Pastel Accounting 2009
What’s New in Base
• User Groups
• User Access: BIC Access, Menu Access & Processing
Options
• System Audit Trail
• Transaction Audit Trail
• Insert Lines in Cashbooks & Journals
• Force Cost Codes on Cashbooks & Journals
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What’s New In Pastel Accounting 2009
What’s New in Base continued …
• “On Hold” option for Supplier Invoices
• Increased fields for Supplier Invoice Number/Customer
Reference Number – now 25 characters
• Supplier Categories
• File … Import: Mapping introduced to facilitate easy imports
• File … Pastel IronTree intergration
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What’s New In Pastel Accounting 2009
What’s New in Inventory
• Gross Profit Reports: Option to run using either average or last cost
• Count Inventory
• Totals added to Variance Report
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What’s New In Pastel Accounting 2009
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What’s New In Pastel Accounting 2009
What’s New in Inventory
• Gross Profit Reports: Option to run using either average or last cost
• Count Inventory
• Totals added to Variance Report
• New Filter added for blocked/unblocked or both
• Item Code column enhanced on Stock Take screen so all 15
characters of the items display
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What’s New In Pastel Accounting 2009
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What’s New In Pastel Accounting 2009
What’s New in Xpress
• User Defined Fields
• Count Inventory
• 30 Cashbooks
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What’s New In Pastel Accounting 2009
What’s New in Partner Modules
• BOM – Insert lines in Bill of Materials
• Receipting
• Multi line processing per receipt: customers, suppliers and GL
accounts
• New Reports: Receipt Summary & Receipt History
• Time & Billing – Option to Force Cost Codes on Timesheets
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What’s New In Pastel Accounting 2009
What’s New in POS
• Auto Open company from POS icon in Accounting
• Users & document numbers
• Security has been tightened
• Quotes, Sales Orders & Purchase Orders now integrated
• Processing Enhancements
• Reports and Printing Enhancements
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What’s New In Pastel Accounting 2009
What’s New in the database
• 5 Years transactions will now be stored
• Quotes, Sales Orders & Purchase Orders history is now stored in
the history tables when linking lines.
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New Modules for 2009 Range
Bank Manager - available in Xpress and Partner
• Download statements from the bank - only major SA bank formats
available currently
• Eliminate the need to capture transactions manually
• Map the transactions on bank statement to accounts for automatic
allocation on future imports
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Pastel Cash Manager
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New Modules for 2009 Range
Cash Manager - available in Partner only
• Eliminate the need for scribbled notes on printed Age Analysis
• Instant Reconciliations available – no more Excel spreadsheets
• Generate Automatic chase lists for follow up
• Spend more time calling for payments, less on reconciliations and
reports
• Save interest or earn interest by reducing the average days
outstanding on your debtors book
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Tea Break
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Changesin Channel
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Total Sales by Quarter
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Total Channel Sales by Quarter
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Total Cover Sales
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Proposed New Channel Structure
Current Cover Retention
Year 0 100% Customer sign up on Cover
Year 1 85%
Year 2 72%
Year 3 61%
Year 4 52%
Year 5 44%
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Proposed New Channel Structure
Status
• VAR Status based on New Sales target achieved
• New Sales consists of:
• New Product
• New Modules to existing customers
• Upgrades
• New Cover Sales
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Proposed New Channel Structure
Star Rating
• Based on “Soft Skills”
• Stars will be awarded on the following:
• PCI / PIT certification
• Attending Roadshows/Product Launches
• Customer Satisfaction surveys
• Cover Renewals (Customer Retention)
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Proposed New Channel Structure
Example
• Revenue = Product + Support + Consulting
• Change potentially only impacts Product and Support
• Product New Sales
• Support Cover Renewals
• Consulting On-Site Consulting
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End
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