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ATC Conference Call

ATC Conference Call. January 10, 2008. Thank you for joining the call. We will start the call shortly. Please enter * 6 to mute your line and # 6 to unmute. Agenda . 2008 ATC Renewal Process ATC Program Guide Changes Program and Project Update Sage Curriculum Update by Product

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ATC Conference Call

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  1. ATC Conference Call January 10, 2008 Thank you for joining the call. We will start the call shortly. Please enter * 6 to mute your line and # 6 to unmute.

  2. Agenda • 2008 ATC Renewal Process • ATC Program Guide Changes • Program and Project Update • Sage Curriculum Update by Product • ViewCentral/Sage Software University Refresher

  3. 2008 ATC Renewal Process • Agreement expires on January 31, 2008 • Sage MAS 90, BusinessWorks, PFW and SalesLogix ATCs will receive an email to confirm renew • List ATC Authorized Products • New Pricing (based upon new pricing structure) • ATC Program Guide • No new contract needed • Respond via email with your agreement to renew • Invoice will be processed on February 1,2008 • Sage Abra Team to send a separate communication to renew ATC agreement • Separate Program Guide for Sage Abra product • Look for a communication this month

  4. 2008 ATC Renewal Process • What’s changed in the program? • Pricing Structure (as outlined at the ATC Conference) • Authorized Training Centers who are authorized for two products will receive a 15% discount on each product. • Authorized Training Centers authorized for three or more products will receive a 35% discount divided equally among all products. • Now accepting Applications for SageCRM ATCs.

  5. ATC Program Guide Changes • Marketing Services • Moving to a freedom of choice/blended learning options • ATCs classes on Sage Software University • Continue to drive customers to SSU • Inclusion in blended learning focus marketing pieces • Requires ATC to verify registration in ViewCentral prior to student attendance • All ATC administrators and program managers encouraged to review the program guidelines and requirements • ATC Program Guide and ATC Application now one document

  6. ATC Program Update • ATCs to begin using ATC Reseller of Record form (vs. standard ROR form) 2/1/08 • Customer question added: Did you or a member of your company attend this reseller’s Authorized Training Center within the last two years? • ATC question added • Yes, our records indicate that this customer did attend our ATC within the last two years. • No, our records indicate that this customer did not attend our ATC within the last two year • If either question is answered yes, then ROR will not be processed until approval is made by Sage • Non-classroom training service can be offered or engaged until written approval is made • Document available via ATC Web site • Continue to submit ATC Lead Referral Form for one-time service approval • SalesLogix implementation of ATC ROR to follow

  7. Changes to Your ATC • When changes are made to: • Class cancellation policy • Training room and/or facility location* • Trainer and/or student’s computer hardware* • Classroom projection system* • Size of the classroom or number of students per classroom • Training URL address *Submit ATC application with noted changes to Sage Software. Allow eight weeks for processing. • Location or classroom Changes • Submit with digital photos

  8. Planned Training Promotions • Schedule of Planned Training Promotions emailed 12/28 • Sage MAS 90 and 200 • Sage BusinessWorks • Sage PFW • Considering for Sage SalesLogix (modified version based upon limited number of courses) • Goal: Schedule courses to leverage Sage’s marketing campaigns • Marketing campaigns sent to all Active Customers (with exception of target marketing pieces) • All customers on plan or on plan within the last two years • All ATC contacts updated and lists “seeded” with your names

  9. Available ATC course dates ATC Projects/Update Sent to customer (first of the month) – ATC course on SSU Featured on marketing campaign Customer must register in March Pilot as suggested at ATC conference

  10. ATC Program Update • Status of ATC Incentive Program for Sage training offerings • Evaluating the scope of the program • Decision to be announced by the end of the month • Status of Changing “Center” to “Campus” • Internally agreed to move forward • Decide “go live” date by the end of the month • Timeline for ATC “go live” date by end of the month • ATCs to consider project plan to include materials/web site changes, etc. Authorized Training Campus Authorized Training Center

  11. ATC Program Update Sage MAS 90 and 200 Support Plan –Training Offering Sage MAS 500 Support Plan – Training Offering Sage BusinessWorks Support Plan Note: Training Offerings not currently bundled with Sage SalesLogix or SagePFW Support Plans

  12. ATC Program Update • Now accepting ATC Applications for SageCRM • Annual fee: $1,500 • Submit application by February 15th for consideration in first round of approvals • Trainer Certification dates to be announced this month • Certified Trainer Applications available on line through Sage Software University by the end of the month • ATC Program follows same guidelines as Sage MAS and SalesLogix ATC programs • Curriculum for SageCRM End User and Admin courses • Working on SageCRM 6.1 curriculum now

  13. ATC Program Update • Request to print your own curriculum • Clarify what’s driving this request • How do you see that helping your business? • Open Discussion • List of suggested projects/action items from conference available via ATC Web site

  14. Sage BusinessWorks • All curriculum has been updated for version 8 • Trainer kits shipping this week • Student material switched over in production and ready 1/25/08 • Old material available until 1/24/08 • Case study and classroom setup now accessible through SSU site – same as MAS 90

  15. Sage MAS 500 • Currently updating curriculum for 7.2 due late Q1/early Q2 calendar year • Minimal application changes • Focusing on Core and Distribution • Breaking out course days to work independently • Primary changes will be on activities and labs • Developing 7.2 partner re-certification training for March delivery • Realtime courses • Focus on added features – Data Import Manager, Dashboard, and office integration

  16. Sage MAS 90 and MAS 200 • Will be evaluating potential changes to current certified curriculum for 4.3 release due Q2 calendar

  17. Sage PFW • Sage PFW Trainer Curriculum available 01/11/08 • Software version 5.6 • Curriculum version 7.0 • Sage PFW Student Curriculum shipping 02/01/08

  18. ViewCentral/Sage Software University Refresher • ViewCentral Walk through • Demonstrate shortcuts and hotkeys • James Adamthwaite, Sage SalesLogix Training Coordinator • Setting up your classes • Customer Registration through Sage Software University • Attendee Lists • Marking Attendance • Reports

  19. Your Questions? • Your Questions?

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