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Sage CRM

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Key facts about Sage

Market

‒ Global company with over 12,700 employees*

‒ Over 6 million customers worldwide*

‒ One of the market leaders in the UK, North America, Europe, South Africa, Asia and Brazil

Customers

‒ Provide advice to customers through 1.9 million support contracts*

‒ Manage around 36,000 customer calls each day*

‒ Work with 22,600 reseller partners and more than 40,000* accountants worldwide

2*Data for financial year ending September 2013

** Statutory revenue

Finances‒ Revenue of £1,376.1**

million for FY2013*‒ Organic revenue growth of

4% for 2013 (2012: 2%)*‒ EBITA £375.8m*‒ Market capitalisation of

approximately £4 billion*‒ More than 40 acquisitions

since 1991

An introduction to The Sage Group plc

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How Sage started

3An introduction to The Sage Group plc

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Sage groups themselves into three regional businesses

Europe‒ UK, Ireland, Germany,

Switzerland, Poland, Austria, France, Spain, Portugal, Belgium plus a subsidiary in Morocco

‒ One of the market leaders in the UK, France, Ireland, Spain, Switzerland and Poland

‒ 7,200 employees*

‒ Revenue £776.9 million*

‒ EBITA £220.2 million*

AAMEA‒ South Africa, Australia,

Singapore, Malaysia, India, Dubai, Botswana, Namibia, Kenya and Nigeria

‒ One of the market leaders in South Africa, Australia and Malaysia

‒ 2,000 employees*

‒ Revenue £151.0 million*

‒ EBITA £40.6 million*

4

Americas‒ US, Canada and Brazil‒ Strong presence in small

business, a market leader in Canada and Brazil

‒ 3,540 employees*‒ Revenue £448.2 million*‒ EBITA £115.0 million*

* Data for financial year ending September 2013An introduction to The Sage Group plc

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Financial performance fiscal years 2006-2013

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*Statutory revenue;

2006 2007 2008 2009 2010 2011 2012 20130

500

1000

1500

927 1001

1155

1269 12781334 1340.2

1376.1

245 274 291 294337 365 366.4 375.8

Revenue*

EBITA

Mil

lio

ns

of

Po

un

ds

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Market leadership

Sage is the 3rd largest ERP solution provider to businesses worldwide

6

Source: Gartner, ERP Software Market Share Top 10. Published March 2013.

SAGE 6.3%

SAP 24.6%

ORACLE 12.8%

MICROSOFT 4.6%

OTHERS 47%

INFOR 6.2%

An introduction to The Sage Group plc

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Across every industry vertical imaginable

Over 15,000 Customers

In 70 Countries

Sage CRM

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Accelerate your business success with Sage CRM - an affordable, adaptable and easy to use CRM solution.

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Sage CRMA leading solution for sales organizations

“Sage CRM has strong SFA functionality, an intuitive UI and affordable pricing.”

Gartner 2014

“SMB sales organizations will find Sage CRM to be a sound choice with broad functionality and low cost.”

Gartner 2013Source: Gartner Magic Quadrant for Sales Force Automation,

Robert DeSisto. Published July 2013 and July 2014

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Info-Tech evaluated seven competitors in the small enterprise CRM market, including the following notable performers:

Champions:

• Sage CRM offers a host of deployment options, a modernized UI that provides a true mobile experience, and some social functionality that differentiates the product from competitors.

• Salesforce.com provides the most comprehensive feature set with three of its popular products: Sales Cloud, Service Cloud, and Marketing Cloud.

Value Award:

• Sage CRM has the lowest TCO on the market and offers the most bang-for-the-buck, including a comprehensive feature set, usability, and architecture.

Trend Setter Award:

• SugarCRM ships with an innovative forecasting engine that allows sales agents to predict the most effective strategy for meeting quotas by trying various “what if” scenarios.

1. Lack of social creates a “ripple” effect hurting vendors’ commodity features.

In 2013, Info-Tech expects vendors to incorporate social capabilities into their commodity sales, marketing, and service management features. Some social capabilities are still unavailable from certain vendors or they require third-party add-ons. Organizations may need to acquire these capabilities elsewhere.

2. Mobile is improving, but employee-to-employee collaboration remains weak.

2012 marked an improvement in mobile tools; SMBs with high collaboration needs should consider third-party solutions.

3. SaaS is the norm, not the exception.

The majority of small enterprise CRM vendors profiled by Info-Tech offer hosted deployment models, and some forego the on-premise deployment altogether.

Info-Tech Insight

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Sage CRMQuick Summary

– Sage CRM is a powerful, flexible and intuitive CRM solution.

– It easily adapts to the unique needs your organization.

– A contemporary user experience and intuitive design

– Can enhance your customer relationships by giving you access to all customer information at all times.

– New screens can be added as required (Builder).

– Workflows can be added to manage processes.

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Supporting management with valuable business insight

– Gain insight into key performance indicators so you can determine how effective your efforts are and what corrective action needs to be taken.

– Quickly assess how healthy your teams workloads for performance analysis.

– Use this information to quickly create visual reports, for at-a-glance assessments, business insight and informed decision-making.

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Cloud or On-premiseDeployment

The flexibility you get with Sage CRM extends to your deployment options

Cloud On-premise

…it’s your choice.

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Adapt Sage CRM to suit the unique needs of your organization

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Control your Processes Market leading Workflow engine

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Control your Processes Market leading Workflow engine

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Extend out the application quickly and easily Using Builder

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We created a drag and drop interface for Sage CRM Builder making it our most intuitive tool to date. You and your team can:

– Create custom business modules in just six simple steps

– Upload important business data to Sage CRM

Anything you create with Sage CRM Builder is accessible online, through the cloud. You and your team can:

– Act on information stored within Sage CRM with your desktop, tablet or mobile device

– Use your custom business modules in the office or on the road

Sage CRM Builder provides powerful reporting tools for making smarter business decisions. You and your team can:

– Gain business insight by reporting on the details of what you create

– Make business decisions faster using at-a-glance reporting tools

Sage CRM BuilderAdapt Sage CRM for your business

Sage CRM Builder is intuitive Sage CRM Builder is accessible Sage CRM Builder is powerful

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Sage CRM BuilderAdapt Sage CRM for your business

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Sage CRM BuilderAdapt Sage CRM for your business

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Integration Options

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Sage CRM CloudCustom Integrations – Today

Sage CRM Cloud has two key API’s that can be used to integrate external applications with a Sage CRM Cloud account.

Sage CRM Cloud External API’s:

1. SDATA APIThis is a REST based API which provides read-only access to data in a CRM account.

2. Web Services APIThis is a SOAP based API which provides CRUD access to data in a CRM account.

Resources:

• Web Services Developer Guide: https://community.sagecrm.com/user_community/m/cloud_documentation/27397.aspx

• SData: http://sdata.sage.com

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Customization through Client Side API – Today

Consists of Documentation and Code

This is a simplified and specialised set of code libraries that will allow easy screen customizations

Based on JQuery syntax. (Knowledge of JQuery is not needed)

Part of the QA process so all supported and safe

Easier than full JavaScript as knowledge of underlying screen structure is not needed.

Easy to extend Custom Content .

Designed to make customisations more upgrade friendly.

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Next Wave Integration – External API

• SDATA 2.0 - REST• json• Full CRUD on all entities• Implemented for SE post R2• Application Services and functions• Workflow

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Empower your support teams to be more productive and efficient

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Deliver exceptional customer serviceKey features

– Case Management

– Escalation and notification alerts

– Knowledge base Management

– Workflow approval process

– Customer Service Dashboard

– Detailed analysis on call volumes and case resolution

– Traffic light monitoring

– Staff performance monitoring

– Reporting CustomerServices

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Leverage the power of social media and mobile CRM to further grow your business

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Unlock new possibilitieswith Social CRM

Sage CRM integrates with key social media applications such as Facebook, Twitter and LinkedIn.

Now you can engage with prospects and customers collaboratively and generate leads, foster loyalty and increase revenues.

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Social CRM

Sage CRM for LinkedIn– Research prospects and

connect with customers from within Sage CRM.

Sage CRM for Twitter– View and manage Twitter

feeds directly from within Sage CRM

– Update your company Twitter feed and track your brand or company mentions, all from within Sage CRM.

Sage CRM for Facebook– Gain instant information about

customers and prospects by associating Facebook profiles with prospect accounts for more detailed information

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Sage CRM Business CollaborationPowered by Yammer

Drive employee productivity and knowledge exchange with social-style collaboration powered by Yammer.

– Increase employee engagement– Facilitate peer-to-peer learning– Drive productivity through collaboration– Collaborate across teams

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What our customers and key industry analysts say about Sage CRM

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“In analyzing the experience of customers, Nucleus has found that the competitive price point, ease of configuration, and relatively seamless integration with Microsoft Outlook are key reasons why customers choose Sage over competitors”

Source: Nucleus Research, Technology Value Matrix, September 2013

“SMB sales organizations will find Sage CRM to be a sound choice with broad functionality and low cost.”

Source: Gartner Magic Quadrant for Sales Force Automation July 2014

"Sage CRM has the lowest TCO on the market and offers the most bang-for-the-buck, including a comprehensive feature set, usability, and architecture."

Source: Info-Tech Research Group CRM Suites for Small Enterprises vendor evaluations 2013

“Overall, there is little to argue about Sage CRM's applicability in the target market (SMB). “Sage CRM's feature set and roadmap align well with contemporary CRM requirements, such as social and SaaS.”

Source: Ovum Decision Matrix, July 2013

What the analysts say

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What…Our customers say

“60 percent efficiency gains have been achieved across the entire business”Ayda Hornak, Infrastructure and Innovation Manager, Waivestar Group

“We have, in the first three months of this fiscal year, achieved 60 pecent of the prior year’s sales”Larry Leeds, CPA, Gibson Teldata

“The software can take some credit for an 8 per cent improvement in customer satisfaction ratings as well as revenue growth” Chakri Wicharn, Information Manager, Fuji Xerox, Thailand

“Over the last four years our company’s revenue has grown about 60 percent and we would not have been able to do that without Sage CRM”Karen Zfaty, Director, Marketing Info Systems, PARS

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Automotive

Membership Organizations

Technology/ Software

Health/Sport

/Leisure

Services/ Retail

Just some of our…customers

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Used by over 15,000 companiesin 70 countries worldwide

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Sage CRMGlobal strength,

Local focus.

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– In our 11th year of business – Over 100 projects– Sage CRM development Partner– Methodical approach (am PMP)