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Certified Trainer Conference Call. August 4, 2006. Introductions. Host Julie Elm – Manager, Customer and Partner and Program ACS Sage Staff Presenters & Attendees Leslie Burkes – Director of Learning & Professional Services Non-Profit Solutions
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Certified Trainer Conference Call August 4, 2006
Introductions • Host • Julie Elm – Manager, Customer and Partner and Program ACS • Sage Staff Presenters & Attendees • Leslie Burkes – Director of Learning & Professional Services Non-Profit Solutions • Mike Long – Manager, Sage Learning Services Sage Abra HRMS • Janet Moore – Manager, Sage Learning Services CRM Solutions • Natalie Johnson – Manager, Sage Learning Services ACS • Celina Oliver – Channel Certification Coordinator • Lisa Jordan – Partner Programs Specialist
Today’s Agenda: • Certified Trainer Program Update • New Communication Tools • How to Order curriculum using Sage Software Online • Tips For Marketing your Certified Trainer training services • Update By Product • Sage Abra HRMS • Sage MIP Fund Accounting • Sage CRM SalesLogix • Sage MAS 90 and MAS 200 • Sage MAS 500 • Sage BusinessWorks • Sage PFW
New Communication Tools • Curriculum Issue Request Form Use this form to report curriculum issues or problems (including: error message, misspellings, page number inaccuracies, problems with data sets, etc.
New Communication Tools • Curriculum Enhancement Request Form Use this form to report curriculum enhancement requests. Enhancements are suggestions as to how to better improve the current curriculum.
New Communication Forms • Send completed forms to ct.na@sage.com • Forms can be found on the Certified Trainer Web site
How to Order Curriculum Online • Order Curriculum easily through Sage Software Online http://www.sagesoftwareonline.com/eServices/Main/frmLogin.aspx • Sage MIP Fund Accounting • Sage CRM SalesLogix • Sage MAS 90 and MAS 200 • Sage MAS 500 • Sage BusinessWorks • Sage PFW
How to Order Curriculum Online • Administrator must set permissions for contact as “Partner Sales” • Products on which you are certified denoted with a “*”. • Allow one day for processing. • Check status of order on Sage Software Online
Sage Abra HRMS Curriculum Orders • Sage Abra HRMS • Order through: Partner Resource Online
Tips for Marketing Your Certified Trainer • Market your unique training skills • Focus on how to distinguish your company from other business partners • Why is this unique? What are you able to offer as a Certified Trainer? • Certification Program endorsed by Sage Software • Taken the extra step to ensure that your customers receive high-quality training • Illustrated a commitment to training and customer satisfaction • You have access to curriculum developed by Sage Software’s product, training, curriculum experts • Curriculum is up-to-date and represents the latest product capabilities
Tips for Marketing Your Certified Trainer Prospective Customers
Prospective Customers • Train and build awareness internally • All customer facing staff member should understand what it means to be a Sage Certified Trainer • Incorporate your services into the sales process • Build customer awareness by explaining the importance and need for an initial and on-going training plan
Tips for Marketing Your Certified Trainer Prospective Customers Existing Customers
Existing Customers • Training is a relationship builder • Opportunity to assess the customer’s processes and needs • On-going touch point for lead generation • When is training needed?
Existing Customers • Market your training services • Use existing forms of communication to leverage training • Customer Newsletters • Plug into any on-going communications • Hold messaging • Keep in touch based upon “Touch Points” • Training Web Page • Link from email signature lines
Tips for Marketing Your Certified Trainer Your ATC Community Prospective Customers Existing Customers
Your ATC Community • Market your services to other ATCs • Network with ATCs to leverage your training certifications • Many ATCs are looking to expand their Sage course offerings • ATC contacts and locations are posted to the Sage University Web site at http://sagesoftwareuniversity.com/
Tips for Marketing Your Certified Trainer Your ATC Community Prospective Customers Existing Customers Your Business Partner Community
Your ATC Community • Market your services to other Business Partners • Looking for ways to strengthen their training programs and focus on other areas of their business
Sage Abra HRMS Curriculum Updates • Closing Year End with Sage Abra Payroll • Curriculum to be available 10/06 • Year End training data closed through Q3 ’06 • Open to Abra Payroll and Year End Certified Trainers only • Contact Mike Long for certification information • Q3 Abra Training Data • Posted to CT website • (Curriculum Orders/Presentations/Abra)
Abra Curriculum Updates • Sage Abra HRMS 7.5/8.2 • Currently developing curriculum • Updates to: • HR – 7.5/8.2 • Payroll – 7.5 • Train – 7.5/8.2 • Attendance – 7.5/8.2 • Release date scheduled for 10/06 • Abra eRecruiter • Curriculum available now • Current Recruiting Solutions Certified Trainers recertify at no charge • Contact Mike Long for new eRecruiter Certifications
Leslie Burkes Director of Learning & Professional Services Non-Profit Solutions
Sage MIP Fund Accounting • Version 8 Update • Curriculum survey feedback • Great feedback – your comments are important! • Incorporating many of your ideas and suggestions • Don’t forget to use form on CT website • Updating training database, new curriculum and workshops • New training database not on CD – download from CT website • Target release time is late October or early November for Core/Payroll Curriculum • Plan on scheduling your version 8 classes in November • Date is still a moving target!!!
Sage MIP Fund Accounting • Version 8 Trainer Certification • Version 8 trainer certification is only for trainers certified for AFM • Watch for announcement on classes – after Summit • AFM curriculum available after recertification class & assessment • Multicurrency and Inventory will be AFM chapters
Sage MIP Fund Accounting • Additional Certifications • AFM and Tech additional certifications available • Complete Additional Certification Application • On CT Website • Email to address listed on form • We will contact to schedule assessment & web class • Other Helpful Information • Certified Trainer FAQ • Available on Sage Software University partner site under “tracks”
Sage MIP Fund Accounting • ATC Program for NPS?? • Your feedback about a potential program very helpful • Still under discussion • Posting CT classes on Sage Software University
Sage MIP Fund Accounting • Other news: • Welcome new Manager for Learning & Professional Services! • James Mikolaichik • Contact information james.mikolaichik@sage.com; 1-800-647-3863 ext 6211 • Congratulations to Joanne Schneberger! • Promotion to Principle Curriculum Developer for NPS • In July rolled out new partner training program for Certified Consultants • Details on Sage Software University
Certified Trainer Certification • Many new features in version 7 • Anytime Learning on the delta between v6.2 and 7.0 • All Certified Trainers required to go through training before ordering v7 curriculum • Training is less than 2 hours plus 50-question exam • Online, anytime access 24/7 • No charge – included in Certified Trainer fees • Available through Sage Software University
SalesLogix v7 Curriculum • Curriculum available in late September • Sage-branded and uses new corporate format • Completely updated for v7 • Deliverables to Certified Trainers • Classroom setup instructions • PowerPoint slides • Electronic files or materials to complete exercises • Answers to “Checking Your Knowledge”
SalesLogix v7 Curriculum • Curriculum for SalesLogix v7.0 • End User for Sage CRM SalesLogix v7.0 • Sales • Service • Support • Marketing • Administering Sage CRM SalesLogix v7.0
New Website • Sage Software University • New corporate website for Sage Learning Services • CRM going live in mid-August • Replaces http://www.sagesoftware.com/education • One place for all SalesLogix and Sage CRM training • Classroom • Anytime Learning (web-based recorded) • Realtime Learning (web-based with live instructor)
Natalie Johnson Manager, Sage Learning Services Accounting Solutions
ACS-South Product Update • Sage PFW • Updates for 5.5 release (September/October 2006) • Trainer available end of December/beginning of January 2007 • Student available 30 days upon release of trainer • Sage BusinessWorks • Updates for 7.0 release (October/November 2006) • Trainer available Feb/March 2007 • Student available 30 days upon release of trainer • Sage MAS 500 • No updates for 7.05 release
ACS-South Product Update • Sage MAS 90 and 200 • Updates for 4.2 release (October 2006) • Partner re-certification workshops anticipated for end of September • Trainer available Jan/Feb 2007 • Student available 30 days upon release of trainer • Course Focus Groups • We value your input on course content improvements • Scheduled meetings with those certified for specific courses
Program Reminders • Visit the Certified Trainer Web site for • Certified Trainer Conference Call Schedules • Certified Trainer Conference Presentations • Submit agenda topics
Program Reminders • Complete Student Evaluations after each class • Submit to Sage Software monthly • Certified Trainers (non ATCs) use form on Certified Trainer Web site • Upcoming Trainer Certification Classes • August 10th Presentation Skills • August 11th Core Trainer Certification