atc conference call january 10, 2008 thank you for joining the call. we will start the call shortly....
TRANSCRIPT
![Page 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](https://reader035.vdocuments.us/reader035/viewer/2022062322/56649c785503460f9492cdcb/html5/thumbnails/1.jpg)
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.
![Page 2: 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](https://reader035.vdocuments.us/reader035/viewer/2022062322/56649c785503460f9492cdcb/html5/thumbnails/2.jpg)
Agenda
• 2008 ATC Renewal Process• ATC Program Guide Changes• Program and Project Update• Sage Curriculum Update by Product• ViewCentral/Sage Software University Refresher
![Page 3: 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](https://reader035.vdocuments.us/reader035/viewer/2022062322/56649c785503460f9492cdcb/html5/thumbnails/3.jpg)
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
![Page 4: 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](https://reader035.vdocuments.us/reader035/viewer/2022062322/56649c785503460f9492cdcb/html5/thumbnails/4.jpg)
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.
Product First Product Authorization Fee
Sage BusinessWorks Accounting $1,750
Sage MAS 90 and Sage MAS 200 ERP $5,000
Sage PFW ERP $3,000
Sage SalesLogix $2,500
SageCRM $1,500
![Page 5: 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](https://reader035.vdocuments.us/reader035/viewer/2022062322/56649c785503460f9492cdcb/html5/thumbnails/5.jpg)
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
![Page 6: 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](https://reader035.vdocuments.us/reader035/viewer/2022062322/56649c785503460f9492cdcb/html5/thumbnails/6.jpg)
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
![Page 7: 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](https://reader035.vdocuments.us/reader035/viewer/2022062322/56649c785503460f9492cdcb/html5/thumbnails/7.jpg)
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
![Page 8: 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](https://reader035.vdocuments.us/reader035/viewer/2022062322/56649c785503460f9492cdcb/html5/thumbnails/8.jpg)
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
![Page 9: 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](https://reader035.vdocuments.us/reader035/viewer/2022062322/56649c785503460f9492cdcb/html5/thumbnails/9.jpg)
Drops to Customers
Optimal Scheduling
Featured Course
*Specials Comments
December Late December thru February
AP and AR
January Late January thru March
Intro to Crystal, Crystal Beyond the Basics, FRx
February Late February thru April Customizer, Business Alerts, and Business Insights Explorer
March Late March thru May Distribution Register for Distribution in March and get a free Starship Realtime Course
Promo code for free course to be sent directly to attendees from Sage. More details to be provided in ATC call
April Late April thru June CoreMay Late May thru July Data Files and
CrystalJune Late June thru August FRx 25% on Realtime
or Classroom FRx Course Register by end of June
25% Discount on Curriculum for course to ATC
ATC Projects/UpdateSent to customer (first of the month) – ATC
course on SSU
Available ATC course dates
Featured on marketing campaign
Customer must register in March
Pilot as suggested at ATC conference
![Page 10: 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](https://reader035.vdocuments.us/reader035/viewer/2022062322/56649c785503460f9492cdcb/html5/thumbnails/10.jpg)
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 CenterAuthorized Training Campus
![Page 11: 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](https://reader035.vdocuments.us/reader035/viewer/2022062322/56649c785503460f9492cdcb/html5/thumbnails/11.jpg)
ATC Program Update
Sage MAS 90 and 200 Support Plan –Training Offering
Service Description Basic Plan
Basic Plus Plan
Silver Plan
Silver Plus Plan
Gold Plan
Classroom Training Discount (Irvine, CA)
15%
Anytime Learning
Sage MAS 500 Support Plan – Training Offering
Sage BusinessWorks Support Plan
Service Description Bronze Plan
Bronze Plus Plan
Silver Plan
Silver Plus Plan
Gold Plan
Classroom Training Discount (Irvine, CA)
15%
Anytime Learning
Services Description Subscription Plan Silver Plan Gold Plan
Training Discount (at participating locations)
15%
Note: Training Offerings not currently bundled with Sage SalesLogix or SagePFW Support Plans
![Page 12: 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](https://reader035.vdocuments.us/reader035/viewer/2022062322/56649c785503460f9492cdcb/html5/thumbnails/12.jpg)
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
![Page 13: 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](https://reader035.vdocuments.us/reader035/viewer/2022062322/56649c785503460f9492cdcb/html5/thumbnails/13.jpg)
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
![Page 14: 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](https://reader035.vdocuments.us/reader035/viewer/2022062322/56649c785503460f9492cdcb/html5/thumbnails/14.jpg)
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
![Page 15: 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](https://reader035.vdocuments.us/reader035/viewer/2022062322/56649c785503460f9492cdcb/html5/thumbnails/15.jpg)
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
![Page 16: 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](https://reader035.vdocuments.us/reader035/viewer/2022062322/56649c785503460f9492cdcb/html5/thumbnails/16.jpg)
Sage MAS 90 and MAS 200
• Will be evaluating potential changes to current certified curriculum for 4.3 release due Q2 calendar
![Page 17: 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](https://reader035.vdocuments.us/reader035/viewer/2022062322/56649c785503460f9492cdcb/html5/thumbnails/17.jpg)
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
![Page 18: 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](https://reader035.vdocuments.us/reader035/viewer/2022062322/56649c785503460f9492cdcb/html5/thumbnails/18.jpg)
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
![Page 19: 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](https://reader035.vdocuments.us/reader035/viewer/2022062322/56649c785503460f9492cdcb/html5/thumbnails/19.jpg)
Your Questions?
• Your Questions?