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Sage ATC Conference 2007: Learning Services & Future Plans

Join us at the Sage ATC Conference on Nov. 2nd-3rd, 2007 for discussions on ATC Program benefits, marketing strategies, and learning services. Explore innovative training programs to succeed with Sage products.

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Sage ATC Conference 2007: Learning Services & Future Plans

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  1. ATC Conference November 2nd – 3rd 2007

  2. Welcome and Introductions • Welcome! • Introductions • Janet Moore, Mgr Learning Services, Sage CRM Solutions • Julie Elm, Mgr. Customer and Partner Programs • Lane Giles, Vice President Learning Services • Natalie Johnson, Mgr Learning Services • Robin DeLeone, Sr. Product Marketing Manager, Learning Services • Sean Flemings, Director Learning Services, Sage Accpac • ATC Introductions • Getting to know your fellow ATCs

  3. Agenda – Day 1 7:30 – 8:00 Continental Breakfast 8:00 – 9:00 Welcome and Introduction 9:00 – 9:30 Learning Services and the future of the ATC Program 9:30 – 9:45 Break 9:45 – 10:30 Learning Services Organizational Overview Program 10:30 – 12:00 2008 ATC Marketing Plan 12:00 – 1:00 Lunch 1:00 – 2:00 Marketing Your ATC 2:00 – 3:00 Sage Software University and ViewCentral Update and Discussion 3:00 – 3:15 Break 3:15 – 4:00 Student Evaluation Analysis 4:00 – 5:00 Product Training Updates 6:30 ATC Dinner

  4. Agenda – Day 2 7:30 – 8:00 Continental Breakfast 8:00 – 9:00 Building Business Partner Trust 9:00 – 10:30 Curriculum Round Table Discussion 10:30 – 10:45 Break 10:45 – 12:00 Projects/Action Items – Group Prioritization

  5. Objectives • Incorporating Your Conference Suggestions • ATCs to participate in planning • ATC Conference Committee meetings past two months • More time to discuss strategic direction and share your ideas • More discussion on how the ATC Program fits into Sage’s overall strategic training goals and plan • Less time on information easily shared via email or conference call • More time spent sharing marketing success/ideas • Prioritize action items (voting)

  6. Objectives • Opportunity to share ideas and suggestions • Focus on creating solutions that work • Identify what’s working on how we can leverage • Give everyone an opportunity to express your ideas • Sounding board for future direction • Opportunity to network and learn from your peers • Your ideas: Determine priority and ability to implement and execute on your ideas and suggestions • “Can do” items captured as well

  7. ATC Program and Sage Learning Services • ATC Program is an important part of our overall corporate training strategy • ATCs represent Sage’s solution for classroom training offerings • ATC program is part of Sage Software University and Learning Services

  8. ATC Program and Sage Learning Services • Our focus is to offer customers freedom of choice • Select the training methodology that works for them • Create Blended learning offerings • Stay on the cutting edge of training deployment and development technology • Develop training programs that help our customers succeed with our products • Develop training programs that help our business partners succeed with our products • Develop training programs that equip our business partners with the tools they need to train our customers

  9. Learning Services Organization and Objectives Learning Services Organization Objectives • Extend reach to all Sage Customers • Provide Learner-Centric training options • Increase value of Sage Programs • Leverage training development, technology and programs across BMD

  10. Current ATC Marketing Plan • Consists of ATC Direct Mail Catalog and Direct Mail • Inclusion in periodic Learning Services email and bulletins • Sage Software Web site – promotion of classes

  11. Current ATC Marketing Plan

  12. ATC Program Benefits • Promote classes on Sage Software University • Notification of registrations via email and SSU Reporting • Market and promote yourself as an ATC • Access student data and course history for marketing purposes • Access to student evaluation data to help maintain and monitor classroom and trainer quality

  13. Current ATC Marketing Plan • What we know: Direct mail pieces produce limited results • Example: Catalog • Set up URL links to tag registrations through SSU • Total number of registrations for Sage MAS 90 classes: 8 • Total number of registrations for Sage BusinessWorks classes: 5 • Overall: Limited ability to track results • Example: Starbucks Direct Mail • Total number of registrations: 20 • What we know about email bulletins: • Click through on email rates dropping • Sending multiple messages to our customers regarding training (along with other Sage communications) • Customers are confused as to what their choices are

  14. Effective February 1, 2008 Reduce ATC Fee by 50% Fees structure based upon Number of class offerings Size of customer base ATC Program Fee Reduction * ** Pending decision

  15. 2008 Sage Software University Marketing Plan • Focus on Choices • Freedom of choice • Blended learning approach • Educate and re-enforce all training offerings, so customers know exactly where to find the training that’s right for them • Focus on driving customers and partners to Sage Software University (SSU)

  16. 2008 Sage Software University Marketing Plan • Leverage SSU Data and Tools • Reporting Capabilities • Tracking of student enrollments • Target Marketing and results for each campaign and special offers • Strategic marketing • Event Based Marketing • Next step in their learning path based upon previous course attended • Example: Attended the Introduction to Crystal, next step Crystal Beyond the Basics • Example: Attended SalesLogix Admin, next step Intro to Development (ATL) • Sage BusinessWorks and Sage PFW to follow • Opportunity to participate in special training offers (and obtain results)

  17. 2008 Sage Software University Marketing Plan • Customer Professional Growth Paths • Focus on improving professional skills through training and assessment of knowledge • Promotes Specialist or Expert in a particular field • Encourage incorporating into new hire training and performance growth path • Customer Professional Growth Certificate from Sage Software, Inc. • Marketing Professional Growth Paths • Target marketing to include next step, training options • Start with MAS 90 and 200, PFW and BusinessWorks • Demonstration/Sneak Peak http://www.sagesoftwareuniversity.com/acs/eu/courses/bytrack.htm • Customer Certification Tracks • SalesLogix Certified Administrator – additional caller into Tech Support • SalesLogix Certified Developer – contract for SDK Support • SalesLogix Web/Mobile Developer – contract for SDK Support

  18. 2008 Sage Software University Marketing Plan • Email communications • Focus on “timely or relevant” topics • Provide a calendar of events up-front to ATCs • ATCs can leverage their schedule with our marketing focus • Monthly for Sage MAS 90 and 200, Sage BusinessWorks, Sage PFW and Sage Abra • Quarterly for Sage SalesLogix

  19. 2008 Sage Software University Marketing Plan

  20. Your Sage Marketing Ideas Open Discussion Marketing Discussion

  21. Sage Software University and View Central • What is Sage Software University? • Sage Software’s central website for all education offerings and information • Current Sage Products • Sage MAS 90 and 200, and 500 • Sage BusinessWorks • Sage PFW • Sage Accpac • Sage NPS • Sage SalesLogix and SageCRM • Next up • What is ViewCentral? • Back-end database which supports SSU • Used by all Sage training administrators and Sage ATCs administrators

  22. Sage Software University Profiles • Number of SSU Profiles: 8,000+ • Profile required at time of registration Go Live! 9/06 SalesLogix 11/06 MAS/BW, PFW

  23. Sage Software University ATC Enrollments

  24. Sage Software University and ViewCentral Update Open Discussion

  25. Student Evaluations Analyzing Your Results

  26. Product Updates Sage MAS 90 and 200 • 4.2 updates • AP / Library Master • Data Files • Data Migrator • Customizer • Visual Integrator • Customer Workshop • Year and Period End Self-Study Guides • Future 4.3 release • Scheduled for Q2/Q3 • Too early to determine what curriculum may be affected Sage MAS 500 • 7.2 scheduled for Q1/Q2 • New Data Import tool • Core/Distribution/Manufacturing • Developing stand alone Core and Distribution

  27. Product Updates BusinessWorks • 8.0 release scheduled for Q4 • Changes will include vista compatibility and a few enhancements – AP/Cash Management/Payroll • Will be updating all curriculum • Target date is Jan 1, 2008 PFW • 5.6 released 9/07, shipping 10/07 • Mid December 5.6 patch released (1099) • Changes will include vendor/customer enhancements and vista compatibility • All curriculum updated – target date January 2008

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