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March 15, 2006

Certified Trainer Conference Call. March 15, 2006. Introductions. Host Julie Elm – Customer and Partner and Program Manager ACS Sage Staff Presenters & Attendees Leslie Burkes – Director of Training & Professional Services, Non-Profit Solutions

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March 15, 2006

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  1. Certified Trainer Conference Call March 15, 2006

  2. Introductions • Host • Julie Elm – Customer and Partner and Program Manager ACS • Sage Staff Presenters & Attendees • Leslie Burkes – Director of Training & Professional Services, Non-Profit Solutions • Mike Long – Mgr. Sage Learning Services Sage Abra HRMS • Janet Moore – Manager, Sage Learning Services CRM Solutions • Natalie Johnson- Manager, Sage Learning Services ACS • Celina Oliver – Partner Programs Specialist • Lisa Jordan – Partner Programs Specialist

  3. Today’s Agenda: • Certified Trainer Renewal Process • Certified Trainer Program Guidelines • Program and Curriculum 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

  4. Certified Trainer Renewals • CT renewal notices sent in early March • Return by March 31, 2006 ensures continued CT services • Ability to order curriculum for the classes on which you are certified • Ability to market your CT status • Continued access to the CT Web Site and supporting class and curriculum materials • On-going communications directly to CT regarding services, class set-up changes, news on data file and/or interim releases • Discounted renewal price if ordered by March 31, 2006 • CT Login and Password to change on April 1, 2006

  5. Certified Trainer Program Guidelines • What constitutes a Sage Certified Class? • Sage Certified Course Curriculum • Sage Certified Trainer • Training mirrors material • One-one-One customized training • Content covered based upon customer’s needs • Can be done using Sage Certified Course Curriculum • Is not considered a Sage Certified Class • Sage Certified Certificate of completion should not be provided • Sign-in Sheets not necessary

  6. Certified Trainer Program Guidelines • Guidelines for obtaining CT status on additional classes • Step 1: Submit an Additional Trainer Certification Application • Step 2: Purchase trainer curriculum and pass (80% or higher) the current version product assessment Note: Trainer curriculum fee includes assessment Important Final Step

  7. Certified Trainer Program Guidelines • Step 3: Attend the product training class on which you plan to become certified and submit class certificate of completionto Sage Software Note: Step 3 must be completed on the most current version of the software or within the last twelve months. • Where “Product Training Class” is noted: • Applicants may complete this step at Sage Software, an ATC or by an employee of your company who has been a Certified trainer for that class for at least six months and has submitted to Sage Software student evaluations that reflect an above average score of 4.0 or higher. • Trainer eligibility must be confirmed by Sage Software in advance of taking the course. IMPORTANT

  8. Abra UpdateMike Long Manager, Sage Learning Services

  9. 2006 Calendar Year Data • Updated to include: • Accrued attendance plans, • Closed and processed ’05 payroll • Q1 payroll ready for closing • Available on ATC/CT website • Additional CT Certifications still available for: • Abra Train/Recruiting Solution • Abra Benefits Admin/Integration/Toolkit • Contact Mike Long for information

  10. Leslie Burkes Director of Training & Professional Services, Non-Profit Solutions

  11. Nonprofit Solutions • Sage Software University – target launch April 1st…no Fooling! • Single web site for all Sage customers and partners -- where they can view catalogs of classroom and online courses, create customized learning plans based on recommended course tracks, register for training, pay for training, track their progress, and launch self-paced courses. • Framed as a virtual university, our Sage Learning Services web site will host unique web pages for each business unit so customers and partners can easily find the courses related to their software. The site is being designed to easily enable students to find information on all types of training and easily check-out, receive confirmation notices and join information.

  12. Nonprofit Solutions • Welcome new Manager, Bob Blake! • He is your contact for Certified Trainer Program Questions • Reminder – special Webex session for NPS CT’s for a sneak peak of Sage Software University. • March 23 at 12:00pm CST • Don’t miss it – your ticket to finding out how to manage & post your classes!

  13. Janet Moore Manager, Sage CRM Solutions

  14. Sage CRM SalesLogix • Renewal notices sent 3/7/06 • Questions • Contact Stacey Wolfe @ 480-368-3854 or email training.crm@sage.com • Next Presentation Skills and SalesLogix Trainer Certification Classes • June 13-14, 2006 in Scottsdale, AZ • Required for all new certified trainers

  15. Sage CRM • Sage CRM 5.8 End User training manual • Available to Sage CRM certified partners • Release date March 31, 2006 • $55 per manual • Order from Stacey Wolfe @ 480-368-3854 or email training.crm@sage.com • Sage CRM Certified Trainer program roll out with version 6.0 – Fall 2006

  16. Julie ElmCustomer and Partner Program Mgr, ACS

  17. Sage MAS 90 and MAS 200 Update • Sage MAS 90 and 200 4.10 Curriculum rollout complete • Changes to classroom set-up guides, data sets announced via email with link to CT web site http://sagesoftware.com/education/CT/classsetup.cfm • Notices sent to all CT directly and ATC administrators • Check website for latest material/information prior to each class

  18. Additional Updates New Class • Sage BusinessWorks 6.0 • Introduction to Crystal Reports for BusinessWorks • Curriculum Available Mid-June • Communications will be sent on process for becoming Certified • Sage PFW 5.0 • Student & Trainer curriculum auto-shipped in February 06 • Sage MAS 500 • Manufacturing • Updated Student and Trainer Curriculum • Trainer Curriculum and Certification available June 06

  19. Your Feedback • Your Feedback is important to us • Two new forms available soon on CT Website • Curriculum Enhancement Request Form • Request for consideration any improvements to curriculum and content • Curriculum Issue Reporting Form • Report issues encountered or errors discovered in curriculum, classroom setup guides, case studies, or PowerPoint • Complete the appropriate form and email to ctprogram.na@sage.com

  20. Certified Trainer Contact List • ctprogram.na@sage.com – central email box for all product lines • Mike Long - Abra Suite 727-579-1111 ext 3380 mike.long@sage.com • Celina Oliver - Sage BusinessWorks, Sage MAS 90 and MAS 200, Sage MAS 500 and Sage PFW and Sage BatchMaster 800-854-3425, ext 3821, ctprogram.na@sage.com • Robert Blake - Sage MIP Fund Accounting – • 888-825-5647 ext 6122, robert.blake@sage.com • Janet Moore - Sage CRM Solutions 480-368-3815, janet.moore@sage.com

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