Leveraging an Integrated ERP and CRM System - Featuring Sage MAS 500 ERP and

Sage SalesLogix CRM

Agenda

Sage Software Overview Sage MAS 500 ERP Overview Sage SalesLogix CRM Overview Integration Overview Integration Demonstration Integration Benefits Next Steps

A Few Facts About Sage

5.5M customers worldwide $2.29B in revenue in FY07 2.8M customers in North

America $1.01B in revenue in FY07 1,500 customers purchase a

Sage product every business day

The Sage Software Product Portfolio

Sage MAS 500 ERP

Business management solutions for larger, growing organizations encompassing financial, service, distribution and manufacturing needs

Ground up development on Microsoft technology platform Simplified implementation and migration of data Enterprise-level feature set with an intuitive interface Powerful, yet easy-to-use inquiry, reporting and graphical

analysis tools Complete integration with Microsoft desktop productivity tools Robust customization and integration options

Key Benefits

Deliver consistent information across all areas of the business by providing a tightly integrated ERP solution

Configure the system and personalize each user’s experience to provide an environment that works the way you need it to work

Enable quick and easy access to all critical information for proactive management of business exceptions and improved decision making

Sage SalesLogix CRM

Award winning CRM solution Cross-departmental visibility into prospects and customers Complete view of customer interactions across the entire

organization—from sales and marketing to service and support Easy-to-use interface that drives organizational efficiencies Flexible access methods Extensive customization and integration capabilities

Key Benefits

Build lasting, profitable relationships by maximizing the effectiveness of every customer interaction

Automate key aspects of the selling process to increase productivity and maximize team selling effectiveness

Target the most profitable prospects, track all aspects of marketing campaigns and analyze campaign ROI

Resolve customer requests quickly and capitalize on new selling opportunities

Access vital customer information anytime, anywhere

Integration Overview

SalesLogix Accounts MAS 500 Customers Promote prospects to customers Load/link existing customers to existing accounts View complete customer status and history information

SalesLogix Products MAS 500 Items Automatically update SalesLogix products when new items are

added to MAS 500 View accurate product information including pricing and product

availability View inventory status across warehouses

Integration Overview

SalesLogix Opportunities MAS 500 Sales Orders Promote opportunities to sales orders

SalesLogix Service Contracts MAS 500 Invoices Create invoices from service contracts Collect all related ticket activity and allow editing of data as needed Maintain link between service contract and invoice

Ad-Hoc Query Data Viewer Customize ad-hoc queries for powerful drill-down capabilities and

custom reporting

Integration Overview

Configuration and Customization Options Assign templates to users to define access rights, default values,

synchronization and workflow when creating new records in the back office

Configure field mapping across applications Implement scheduled or real-time synchronization

Integration Benefits

Consistent, accurate and complete customer information Eliminate duplicate data entry Eliminate data inconsistency View all vital information from a single interface

Complete view of customer information promotes departmental efficiency Reduce inquiries from sales, marketing and customer service

regarding product, availability, orders, invoices, balances and more Deliver accurate return on investment for marketing programs Improve customer service

Integration Benefits

Improved workflow across applications increases employee productivity Convert opportunities to orders with accurate pricing, discounts,

sales tax calculations and inventory availability Convert service contracts to invoices accumulating and tracking all

ticket activity associated with a contract Deliver a comprehensive view of the transaction detail in both the

front and back office Improved customer experience and customer service