Mid-Year Update Keith Perkins, CPA 318.213.0375 x106 [email protected]

08.04.2011Sage MAS 90 & 200 User Group Meeting

Mid-Year UpdateKeith 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?

Mid-Year Update Keith Perkins, CPA 318.213.0375 x106 [email protected]

Documents

Transcript of Mid-Year Update Keith Perkins, CPA 318.213.0375 x106 [email protected]