certified trainer conference call 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 Janet Moore – Manager, Sage CRM Solutions

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

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.htmlogin: trainedpassword: 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.

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

10 Tips for Engaging Your Students

1. Encourage Questions from Everyone Prepare a “Questions” flip chart

2. Add Spice to your Handouts Use colors/markers

3. Get the Wheels Spinning Hand out brainteasers

4. Train with Toys Use props

5. Eliminate Interruptions Cell phones off!

10 Tips for Engaging Your Students

6. Get the Blood Flowing Give plenty of bio breaks

7. Save Time with Overviews Provide pre-class handouts/manuals

8. Involve the Sense of Hearing Play music at breaks

9. Involve the Sense of Taste Food motivates!

10.Take Care of Yourself Prepare a “survival bag”

Abra UpdateMike Long

Manager, Sage Learning Services

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)

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

Leslie Burkes Director of Training & Professional Services,

Non-Profit Solutions

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

Janet Moore Manager, Sage CRM Solutions

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

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

Julie ElmCustomer and Partner Program Mgr, ACS

November 30, 2005

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

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

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

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

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 Accounting888-825-5647 ext 6162, leslie.burkes@sage.com

Janet Moore - Sage CRM Solutions480-368-3815, janet.moore@sage.com