 Sage Software Overview
 Sage MAS 500 ERP Overview
 Sage SalesLogix CRM Overview
 Integration Overview
 Integration Demonstration
 Integration Benefits
 Next Steps

 5.5M customers worldwide
 $2.29B in revenue in FY07
 2.8M customers in North
America
 $1.01B in revenue in FY07
 1,500 customers purchase a
Sage product every business day

 Business management solutions for larger, growing organizations encompassing financial, service, distribution and manufacturing needs
 Ground up development on Microsoft technology platform
 Simplified implementation and migration of data
 Enterprise-level feature set with an intuitive interface
 Powerful, yet easy-to-use inquiry, reporting and graphical analysis tools
 Complete integration with Microsoft desktop productivity tools
 Robust customization and integration options

 Deliver consistent information across all areas of the business by providing a tightly integrated ERP solution
 Configure the system and personalize each user’s experience to provide an environment that works the way you need it to work
 Enable quick and easy access to all critical information for proactive management of business exceptions and improved decision making

 Award winning CRM solution
 Cross-departmental visibility into prospects and customers
 Complete view of customer interactions across the entire organization
—from sales and marketing to service and support
 Easy-to-use interface that drives organizational efficiencies
 Flexible access methods
 Extensive customization and integration capabilities

 Build lasting, profitable relationships by maximizing the effectiveness of every customer interaction
 Automate key aspects of the selling process to increase productivity and maximize team selling effectiveness
 Target the most profitable prospects, track all aspects of marketing campaigns and analyze campaign ROI
 Resolve customer requests quickly and capitalize on new selling opportunities
 Access vital customer information anytime, anywhere

 SalesLogix Accounts  MAS 500 Customers
 Promote prospects to customers
 Load/link existing customers to existing accounts
 View complete customer status and history information
 SalesLogix Products  MAS 500 Items
 Automatically update SalesLogix products when new items are added to MAS 500
 View accurate product information including pricing and product availability
 View inventory status across warehouses

 SalesLogix Opportunities  MAS 500 Sales Orders
 Promote opportunities to sales orders
 SalesLogix Service Contracts  MAS 500 Invoices
 Create invoices from service contracts
 Collect all related ticket activity and allow editing of data as needed
 Maintain link between service contract and invoice
 Ad-Hoc Query Data Viewer
 Customize ad-hoc queries for powerful drill-down capabilities and custom reporting

 Configuration and Customization Options
 Assign templates to users to define access rights, default values, synchronization and workflow when creating new records in the back office
 Configure field mapping across applications
 Implement scheduled or real-time synchronization

 Consistent, accurate and complete customer information
 Eliminate duplicate data entry
 Eliminate data inconsistency
 View all vital information from a single interface
 Complete view of customer information promotes departmental efficiency
 Reduce inquiries from sales, marketing and customer service regarding product, availability, orders, invoices, balances and more
 Deliver accurate return on investment for marketing programs
 Improve customer service

 Improved workflow across applications increases employee productivity
 Convert opportunities to orders with accurate pricing, discounts, sales tax calculations and inventory availability
 Convert service contracts to invoices accumulating and tracking all ticket activity associated with a contract
 Deliver a comprehensive view of the transaction detail in both the front and back office
 Improved customer experience and customer service