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Sage 100 ERP 2014Connect your business.

Sage 100 ERP 2014What’s new in Sage 100 ERP 2014The foundation for connecting yourbusiness to provide a better customerexperience, increase revenue, and makebetter business decisionsNew web and mobile functionality: driving better customerexperiences and increasing revenue.For 2014, Sage 100 ERP offers more ways than ever to connecteveryone involved in your small to midsized business, from yourcustomers to your vendors to your in-house departments. Yourcustomers expect more from their experiences with your company—Sage 100 ERP 2014 will help your team deliver on those expectationsfrom anywhere business takes them. The new web and mobileconnections, now available through Sage Billing and Payment,Sage Mobile Sales, Sage CRM, and Sage Mobile Service, poweropportunities to generate more sales, increase revenue, and provide abetter customer experience.New business intelligence and analytics: driving betterdecision making.When you transform raw business data into meaningful, usefulinformation, the end result is business intelligence. Businessintelligence is critical because it helps you react quickly to challenges,build on successes, and discover new ideas, insights, and innovations.In Sage 100 ERP 2014 you can connect to useful information with theSage Intelligence Profitability Dashboard and Sage Inventory Advisor.Using the Profitability Dashboard makes it easy for you to identifycustomer, product, and salesperson profitability in variable time frames.Using Sage Inventory Advisor, you can classify and evaluate hundredsof thousands of separate items and analyze historic sales data toaccurately forecast future demand. Most importantly, Sage InventoryAdvisor recommends safety stock levels that help ensure you don’t runout of the items you need to satisfy demand or tie up working capitalby stocking overages of slow-moving and seasonal items. When youhave what your customers want, in stock when they want it, you delivera great customer experience.2014 Connections Do more to connect on the road withSage Mobile Sales, Sage CRM, and SageMobile Service. Control, automate, and analyze your data withSage Intelligence, now accessible through theSage 100 ERP menu. Optimize inventory management withSage Inventory Advisor. Enable electronic invoicing, receipts, and onlinepayments with Sage Billing and Payment.User Experience Enhancements Find customers, vendors, and itemdescriptions by name instead of number withAutocomplete. Look up invoices with just a click using the newInvoice list flashlight. Search more easily with an improved Searchgrid window. Run multiple reports faster using the Print stayopen option. Stay up to date with a range of importantPayroll Enhancements. Quickly identify profitability with theSage Intelligence Profitability Dashboard.2

Sage 100 ERP 2014What’s new in Sage 100 ERP 2014Sage 100 ERP 2014 connects and mobilizes your sales team.Your sales team doesn’t have to be bound by the four walls of your business—they can carry the interactive, real-timefunctionality of Sage Mobile Sales, Sage CRM, and Sage Mobile Service on their smartphones, iPads, and Windows tabletswherever business takes them.Sage 100 ERP 2014 helps you provide a better customerexperience, from sales call to fulfillment, by:Sage 100 ERP 2014 helps you increase sales, up-sells, andcross-sells by: Knowing your customers more thoroughly through social mediaintegrations. Accessing customer information, including past sales activity andmore, out in the field. Presenting your entire product line-up to customers with a visualcatalog on an iPad. Suggesting and capturing sales of add-on, accessory, orsubstitution items through a visual iPad catalog. Empowering customers to send out receipts following a paymentreceived on the mobile solutions. Providing and confirming sales quotes, placing orders, and takingpayments with an iPad. Taking photos and collecting customer signatures on servicework using a smartphone.Sage CRM 7.2b is now better connected to Sage 100 ERP 2014 in many ways, including improvements to productstability, reporting, maintenance, integration and usability. Sage CRM Sales Tracker for Windows 8 gives users access to their Sage CRM company, person, and opportunityrecords from their Windows 8 Tablet device. Users can even build a watch list of opportunities key to their pipeline.Sage CRM Sales Tracker can also be accessed through a Windows 8 PC. Sage CRM Sales Lite is built for sales teams on the road who need up-to-date information on their phone, even whenout of coverage. Using an iPhone app, Sage CRM Sales Lite gives users mobile access to their Sage CRM data, tasks,and appointments and allows them to track and log outbound calls, email, and SMS activities. Sage CRM for Facebook is a further addition to the social media capabilities in Sage CRM, which already includesLinkedIn and Twitter. With Sage CRM for Facebook, users can discover valuable insights about customers andprospects. Sage CRM Collaboration by Yammer brings business collaboration and knowledge exchange to individual users andteams of users by connecting them with Yammer Groups and Yammer Topics. he Sage Data Cloud connects your company’s Sage 100 ERP system to the cloud, allowing you take advantage of newTsolutions. The new web and mobile connected services outlined below will quickly and easily connect and integrate withyour ERP system through the Sage Data Cloud, included in Sage Business Care with a free connector and unlimited datastorage. You’ll be prepared for the future with the Sage Data Cloud: It enables the seamless and immediate delivery ofupdates and enhancements.3

Sage 100 ERP 2014What’s new in Sage 100 ERP 2014 age Billing and Payment is an ideal solution for any company usingSa Sage ERP solution that sends out invoices to receive payments. Thisaffordable, quick to implement, cloud-based solution can help companies: Improve customer service. Reduce Days Sales Outstanding(DSO). Reduce invoicing expense. Reduce invoicing time. Reduce redundant data entry.Sage Billing and Payment makes the tedious invoicing and reconciliationprocess easier thanks to the ability to electronically send bills and receivepayments. It helps companies gain critical visibility into receivablesthanks to real-time invoice stats like sent, opened, and paid—all of whichhelp ensure companies stay on top of outstanding customer balances. And with invoice data dynamically transmitted totheir Sage ERP Accounts Receivable module, manual data import/export is eliminated.And, like Sage ERP solutions, Sage Billing and Payment includes customizable invoices—giving businesses a twenty-firstcentury presence at an affordable price. But best of all, because it’s all in the cloud, companies are always using the latestversion, and their employees don’t have to be “chained to their desks” to get work done thanks to web browser accessibilityon desktop, laptop, and mobile devices. age Mobile Sales provides sales reps and managers with the ability to take an order, collect payment, and enter it directly intoSthe ERP anytime and anywhere through an iPad. Sage Mobile Sales is a solution for companies who are looking to: Increase revenue—close bigger deals per fieldsalesperson. Build a quote while with a customer, email it, or convertit to an order. Get paid faster—process orders and collect paymentonsite. Confidently commit to fulfilling orders with real-timevisibility into product availability. Get anytime anywhere access to customer purchasehistory and inventory information. Streamline order processing—eliminate the error-pronemultiple steps required when taking orders in the field onpaper and later having to enter them into an ERP. P resent their entire product portfolio to customers on aniPad using a smart online catalog and eliminate the needfor printed catalog.Sage Mobile Sales enables sales reps to intelligently take customer orders and enter them directly into the ERP systemanytime, anywhere. The tablet app increases sales revenue by providing the rep with all of the information needed to closea customer sale, including customer order history, available stock, and an online catalog, while reducing the need for theuse of paper order forms and double entry.A tablet and cloud-based solution, Sage Mobile Sales providesmid-market manufacturers, distributors, and retailers with a mobilesolution that helps them increase sales while reducing costs.To improve the Sage ERP customer invoicing cycle for sales madeon account, Sage Mobile Sales works with Sage Billing and Paymentand the powerful click-to-pay feature. Sage Billing and Paymentused with Sage Mobile Sales will reduce invoicing expense, reduceinvoicing time, reduce DSO (days sales outstanding), and improvecustomer service.4

Sage 100 ERP 2014What’s new in Sage 100 ERP 2014 Sage Mobile Service empowers your field technicians to deliver great customer service so you get more referrals andrepeat business. Using Sage Mobile Service, your field technicians will arrive on time, use their iPhone to pull up thecustomer’s history and current repair order, take before and after photos, and even immediately process the customer’spayment—all while onsite! Provide estimates and receipts through email, so you and your customers stay informed. Optimize schedules, routes, and assignments ofjobs on the fly. Modify work orders onsite to capture actual hoursand additional work performed. Get customer sign off and take photos onsite. Have anytime, anywhere link to customer’s SageERP information. Get paid faster and increase your cash flow.Sage Mobile Service works withSage Billing and Payment to provideelectronic invoicing benefits.Sage 100 ERP 2014 connects you to the information you need for better decision making.Sage Intelligence now installs automatically with Sage 100 ERP 2014, allowing it to be accessed through the Module Menustoolbar and the Tasks tab in Sage 100 ERP.Sage Intelligence is now compatible with the 32 and 64-bit versions of Microsoft Excel 2007, 2010, and 2013. If you’re morefamiliar with Excel, the Report Designer Add-In enhances your Excel experience and offers you maximum control and flexibility overyour report layouts. The Report Designer Add-In gives you a quick andresponsive experience when designing and viewing your financial reportsthrough new In-Memory processing. Your user experiences with theReport Manager, Report Viewer, and Connector module have also beenenhanced.The Sage Intelligence Reporting Bundle is a new way to purchaseSage Intelligence through a subscription license with no long-termcontract. The subscription license allows you to use the service as longas your monthly dues are current and you remain on an active softwaresupport plan. Rights to use the service include an unlimited number ofSage Intelligence Report Manager and Viewer licenses, Report Designerto help you easily create and edit your financial reports, and Connectorto allow you to access information from multiple sources and consolidatedata from multiple companies. The subscription license begins with aterm contract of four months, then a monthly subscription thereafter.Please note: Sage Intelligence can still be licensed through individual users and modules. Customers that have alreadypurchased Sage Intelligence cannot switch to the Sage ERP Intelligence Reporting Bundle.5