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November 30, 2005

Certified Trainer Conference Call. November 30, 2005. Introductions. Presenters Leslie Burkes – Director of Training & Professional Services, Non-Profit Solutions Julie Elm – Customer and Partner and Program Manager Mike Long – Sage Abra HRMS Training Manager

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November 30, 2005

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  1. Certified Trainer Conference Call November 30, 2005

  2. Introductions • Presenters • Leslie Burkes – Director of Training & Professional Services, Non-Profit Solutions • Julie Elm – Customer and Partner and Program Manager • Mike Long – Sage Abra HRMS Training Manager • Janet Moore – Manager, Sage CRM Solutions

  3. Today’s Agenda: • Required Certified Trainer (CT) Documentation • “Let’s get “Engaged” – Tips for Ensuring Audience Participation • The CT Program Annual Renewal Process - How does this Work? • Program and Curriculum Update By Product • Sage Abra HRMS • Sage MIP Fund Accounting • Sage CRM SalesLogix • Sage MAS 90 and MAS 200 • Sage MAS 500 • Sage BusinessWorks • Sage PFW

  4. Required Certified Trainer Documentation • Use Sage Certified Course Curriculum • Have each student complete • Student Evaluation Form • A Student Sign-in Sheet • Both documents can be found via the Certified Trainer Web Site: http://sagesoftware.com/education/CT/Default.htm login: trained password: toteach • Submit at the end of each month to Sage Software, Inc. 56 Technology Irvine CA 92618 Note: MIP CT Program Only –sign-in sheets & evaluations must be sent to Austin, 5 days after class.

  5. Certified Trainer Renewal Process • Certified Trainer Program is an annual program that expires on March 31st of each year • Renewal notices will be sent 60 days in advance of the expiration • Renewal rates are based upon the number of teaching days and purchase date of the original trainer curriculum • For example, MAS 90 Core Applications – 4 day class • Renewal rate is 80% of the original trainer curriculum purchase price or $320.00 • Renewal ensures the ability to order the curriculum for that particular class and on-going automatic trainer curriculum updates as new versions are released • At time of renewal, Sage may require a class and/or product assessment

  6. 10 Tips for Engaging Your Students • Encourage Questions from Everyone • Prepare a “Questions” flip chart • Add Spice to your Handouts • Use colors/markers • Get the Wheels Spinning • Hand out brainteasers • Train with Toys • Use props • Eliminate Interruptions • Cell phones off!

  7. 10 Tips for Engaging Your Students • Get the Blood Flowing • Give plenty of bio breaks • Save Time with Overviews • Provide pre-class handouts/manuals • Involve the Sense of Hearing • Play music at breaks • Involve the Sense of Taste • Food motivates! • Take Care of Yourself • Prepare a “survival bag”

  8. Abra UpdateMike Long Manager, Sage Learning Services

  9. Sage Abra HRMS Update Tools • Convert to automated Learning Management System Products • Convert Existing Classroom to Realtime Learning • (Abra HR, Payroll, Crystal Intermediate/Advanced, Train, Recruiting, Toolkit, Benefits Admin, Integration) • Convert Existing Realtime to Anytime Learning • (Crystal Basic/Intermediate/Advanced, Balancing, System Admin, Navigating, AWC(2), Custom Details, ASQ)

  10. Sage Abra HRMS Update Marketing • Continue focus on target audience campaigns • Quarterly brochures, monthly campaigns, eDM • Remarketing through LMS • Promote learning tracks Revenue Opportunities • New course in: • Database Mgt, eRecruiter, Crystal v10

  11. Leslie Burkes Director of Training & Professional Services, Non-Profit Solutions

  12. NPS Update: • Curriculum updated for version 7.0 – in production now! • No interim update for version 7.1 curriculum, however, 7.1 updates will be included in the workshop trainer tools • Trainer Tools updated by 12/31/05 • Order sheets updated by 12/2/05 • Year End curriculum available to order after January 6th • Certified Trainer Shirts Update • Schedules – Need your January/February Dates by December 9th. • Next Certification class for new CT’s 2/28/06 – 3/1/06

  13. Janet Moore Manager, Sage CRM Solutions

  14. Sage CRM SalesLogix Update • Administering SalesLogix v6.2 • Addendum for SP3 is posted on CT website • Re-branded Admin Student Guides available January 2006 • End User for SalesLogix v6.2 • Rebranded End User Student Guides started shipping Sept. 05 • End User Trainer Guide available January 2006 • Every End User CT of record receives a Trainer Guide • Starting Curriculum Revisions for SalesLogix v7.0 • Send comments or suggestions to training.crm@sage.com

  15. Certification for New Certified Trainers Want to Certify Another SalesLogix Trainer? Certification for New SalesLogix Certified Trainers • February 7-8, 2006 • Scottsdale AZ Training Facility • Day 1 – Presentation Skills • Day 2 – End User and Admin Trainer Certification Class • $800 fee for End User and Admin certification • Includes 13 months of certification • Certification current until 3/31/07 • Send trainer name and company name to Janet Moore at janet.moore@sage.com

  16. Julie ElmCustomer and Partner Program Mgr, ACS November 30, 2005

  17. Sage MAS 90 and MAS 200 Update • Releasing Sage MAS 90 and MAS 200 4.10 Trainer Curriculum December 1st through December 5th • Existing CTs must attend the 4.10 Partner Workshop and successfully pass the 4.10 assessment prior to receiving the new 4.10 trainer curriculum • Student curriculum will be available starting December 19th • 4.0 Student curriculum will no longer be available once we begin shipping 4.10

  18. Sage MAS 90 and MAS 200 Update • 4.10 Customer Workshop Curriculum • Available for ordering now! • CTs must meet 4.10 Trainer Re-Certification Requirements (as describe in previously slide) • 4.10 Library Master ( 1day) and General Ledger (1 day) Customer Workshop– requires Core Trainer Certification Status • 4.10 Accounts Receivable and Sales Order Customer Workshop – 1 day –Distribution Trainer Certification Status • 4.10 Customer Workshop Trainer Kit contains curriculum for all three classes

  19. Sage MAS 500 Update • Sage MAS 500 7.0 Trainer Curriculum is now available • Existing CTs must attend the 7.0 Partner Workshop and successfully pass the 7.0 assessment prior to receiving the new 7.0 trainer curriculum • Student material will begin shipping on December 12th • 7.0 Workshop material will may be purchased by current CTs for the purpose of training customers on 7.0

  20. Additional Updates • Sage BusinessWorks 6.0 • Trainer curriculum to ship on December 16th • Student curriculum to ship on December 30th • Sage PFW 5.0 • Trainer curriculum to ship mid-January 2006 • Student curriculum to ship late-January 2006 • Exact dates to be communicated directly to CTs

  21. Certified Trainer Contact List • ctprogram.na@sage.com – central email box for all product lines • Mike Long - Abra Suite 727-579-1111 ext 3380 mike.long@sage.com • Celina Oliver - Sage BusinessWorks, Sage MAS 90 and MAS 200, • Sage MAS 500 and Sage PFW and Sage BatchMaster 800-854-3425, ext 3821, ctprogram.na@sage.com Leslie Burkes- Sage MIP Fund Accounting 888-825-5647 ext 6162, leslie.burkes@sage.com Janet Moore - Sage CRM Solutions 480-368-3815, janet.moore@sage.com

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