Mobility and Connected Mobility and Connected ServicesServices

Presented By: Jennifer SchwarzPresented By: Jennifer Schwarz

Make an Impression.Build Bigger Sales.Get Paid Faster.

•Our Vision:To be recognized as the most valuable supporter of small and medium sized companies by creating greater freedom for them to succeed

Work from Anywhere

Nephos Overview 4

94%Invest to Increase Sales

1.Mining customer lists to find additional sales opportunities

2.Become more systematic at cross-selling and up-selling to increase average order amounts

3.Adding more tablets, smartphone and Apps

4. Improving CRM and ecommerce systems

5.Adding salespeople and improving revenue per sales and service rep

42%Invest in Customer Service

1.Field sales and service reps know purchase & service history when in-front of customers

2.Reducing out-of-stock situations (to avoid losing orders and customers) and over-stocked items

3.Customer self-serve web site to order items, pay invoices, and view statements

4.Email purchase and shipping confirmations

1. Reduce work and errors caused by passing handwritten forms from team-to-team

2. Continuously monitor profitability of products, customers and reps

3. Consistently charge the right prices and collect the right taxes to avoid errors, rework and fines

4. Enable customers to “click-to-pay” anytime / anywhere to simplify and expedite collections

32%Increase Profitability

Investment Priorities of CEOs, Presidents and Owners

Customer experienceA top priority

89% will do business with a competitor due to a poor customer experience

5

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86% will pay more for a better customer experience

Connected Services Available

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Sage CRM

Sage Payments

Sage Sales Tax

Sage Shipping

Sage e-Filing

AVAILABLE NOW

Sage Inventory Advisor

Sage Mobile Sales

Sage Mobile Service

Sage Billing& Payment

Today’s Focus

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Sage Mobile Sales Sage Mobile Service

Sage Billing and Payment

• iPad app• For sales companies • Travel with catalogue• Create quotes and

orders• Track inventory

• iPad app• For sales companies • Travel with catalogue• Create quotes and

orders• Track inventory

• iPhone app• For field services• Service work details

on mobile• Update and complete

work orders• Track work performed

• iPhone app• For field services• Service work details

on mobile• Update and complete

work orders• Track work performed

• Web app• Electronic

invoicing• Click-to-Pay

button in invoice• Portal with

communication history

• Web app• Electronic

invoicing• Click-to-Pay

button in invoice• Portal with

communication history

Sage Inventory Advisor

• Cloud based• Affordable• For companies

with inventory• Reduce stock outs• Increase

availability

• Cloud based• Affordable• For companies

with inventory• Reduce stock outs• Increase

availability

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•Sage Data Cloud

Anywhere, anytime access.

Fast and secure.Simply Connected

Sage 100 ERP v.2013Sage 300 ERP v.2012

Customers

Items

Service items

Open invoices

Payments

Sage Mobile Sales

Sage Mobile Service

Sage Billing and Payment

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• Enables great service to customers at customer locations

• Increases sales productivity by giving salespeople the information they need and reducing phone calls to the office

• Enables a great customer buying experience

• Contributes to achieving higher deal close rates

• Gives customers a differentiated and superior level of service

• Works great at customer locations, at tradeshows or in stores

• Leads to higher average orders by offering relevant “add-on”, “accessory” and “substitution” products

• Enables every salesperson to “sell like our best and most experience people”

• Enables sales reps to collect payment easily and securely

• Close more deals by giving customer payment choices including Cash, Credit Card, on account, ACH, etc.

Sage Mobile SalesFor Product, Route and Field Salespeople

• Build proposals and navigate a visually engaging catalog of your products.• Watch sales rep performance vs. goals • Complete a credit card sales, invoice the customer and limit sales rep discounts.• Transforms the inventory items in your ERP into a compelling tablet sales tool.

For Customers Selling ProductsSage Mobile Sales

Electronic InvoicesMake an Impression.

Promote you brandHighlight productsPersonalize your Invoice

Electronic InvoicesBuild Sales

30 Days

3 minutes

Print and mail invoices Sage Billing and Payment

StartStart

StartStart

Electronic Invoices & PaymentsGet Paid Faster

Demo

15

¼ of my service tickets are incorrectly billed

My staff spends 2 hours per day manually transcribing service work into invoices

Need to wow my customers so they call me not my competitors

I own a landscaping company

Sage Mobile ServiceGet more repeat business and referrals

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• Reduces the amount of times the back office administration needs to input the work order

• Enables dispatchers to optimize technicians work with visual scheduling

Sage Mobile ServiceGet more repeat business and referrals

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• Technician can view his work schedule

Demonstration

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Demo

RoadmapWinter 2014 Spring 2014 Summer 2014

Sage Mobile Sales For customer who sell productsToday: Mobile sales catalogue | Tomorrow: Full Sales Office

Catalogue search Signature capture Additional purchase history

Salesperson viewCreate direct orderSage 50 US

Full Canadian supportShipping and HandlingInventory import toolImage updates from ERPSage 50 Canada

Sage Mobile Service For customers who service outside officeToday: Light service app | Tomorrow: Optimized Service Advisor

Light scheduling Add attachments to work order Edit item price Service item ‘on the fly’ Create new work order

Inventory integrationPush notificationSend attachments with invoiceNew dashboard widgetsAndroid support

Create estimatesCreate new customerOptimized schedulingSage 100 CRE

Sage Billing & Payment For everyone who invoicesToday: Electronic invoicing | Tomorrow: Receivables and Collections Management

Send to multiple recipients Partial payments e-Statements Designate templates by group

Customer portalInteractive StatementsAutomated payment remindersSage 50 US

Add customer notesAutomated schedulingEmail remindersAR DashboardCollections managementSage 50 Canada , Sage 100/300 CRE

Pricing

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Service Setup 1-5 users 6-10 users 11-25 users

26+

Sage Mobile Sales $495 $19.95 $18.95 $17.95 $15.95

Sage Mobile Service $395 $19.95 $18.95 $17.95 $15.95

Sage Billing and Payment* per company

$100 $29.95

Sage Billing & Payment- included free

Sage Payment Services - Optional

Sage Sales Tax - Additional

Gold Support Included 1 Swiper per user included

Show SpecialCommit today to implement by Dec

31 and we’ll waive the setup fee plus 50% off user fees for 11

months

BI Tool Designed To Address Two Questions

Product Importance

Product Importance ForecastsForecasts

Inventory Advisor

What needs attention today? What to Order?

Investment & Service

Stock OutsPotential S/O

ExcessSurplus PO

Stock OutsPotential S/O

ExcessSurplus PO

Information• Dashboard• Performance metrics• Problem items• Sophisticated forecasts• Recommended orders • Inventory projections• Min/Max levels• Dynamic reporting

On-demand

Browser

How it Works

Inte

rnet

Inventory Advisor

Uploads Inventory data

automatically extractedfrom ERP system and

sent to SIA

Nightly

Nightly

Client Host Machine

Connector

• Sales• Stock on Hand• Warehouses• Suppliers• Purchase

Orders• Sales Orders• Bill of materials

• The monthly fee provides for an unlimited number of registered users• Fees are due monthly in advance with a 5 day notice after initial 4 months• This is based on the number of Stock Keeping Units at each Location referred to as SKULS

Sage Inventory Advisor – Fee Structure

up to 5,000 SKULS $299 up to 25,000 SKULS $399 up to 50,000 SKULS $499 up to 100,000 SKULS $599 up to 250,000 SKULS $799 above 250,000 SKULS $999

up to 25,000 SKULS $2200 up to 100,000 SKULS $3300 up to 250,000 SKULS $6600Above 250,000 SKULS $9900

Monthly Fees

Once-off Initiation fee due at time of order (VI required for Sage 100)

Note: The above fees exclude travel related costs and additional consulting time which will be agreed in advance with the customer ahead of being incurred

Example:2,000 items 3 locations= 6,000 SKULS

Includes: Installation, standard customizations, online training, support

Sage Inventory Advisor FuelsHubert Glass Oil Company

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Thank you Questions?