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ATC Conference

ATC Conference. November 2 nd – 3 rd 2007. Welcome and Introductions. Welcome! Introductions Janet Moore, Mgr Learning Services, Sage CRM Solutions Julie Elm, Mgr. Customer and Partner Programs Lane Giles, Vice President Learning Services Natalie Johnson, Mgr Learning Services

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ATC Conference

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  1. ATC Conference November 2nd – 3rd 2007

  2. Welcome and Introductions • Welcome! • Introductions • Janet Moore, Mgr Learning Services, Sage CRM Solutions • Julie Elm, Mgr. Customer and Partner Programs • Lane Giles, Vice President Learning Services • Natalie Johnson, Mgr Learning Services • Robin DeLeone, Sr. Product Marketing Manager, Learning Services • Sean Flemings, Director Learning Services, Sage Accpac • ATC Introductions • Getting to know your fellow ATCs

  3. Agenda – Day 1 7:30 – 8:00 Continental Breakfast 8:00 – 9:00 Welcome and Introduction 9:00 – 9:30 Learning Services and the future of the ATC Program 9:30 – 9:45 Break 9:45 – 10:30 Learning Services Organizational Overview Program 10:30 – 12:00 2008 ATC Marketing Plan 12:00 – 1:00 Lunch 1:00 – 2:00 Marketing Your ATC 2:00 – 3:00 Sage Software University and ViewCentral Update and Discussion 3:00 – 3:15 Break 3:15 – 4:00 Student Evaluation Analysis 4:00 – 5:00 Product Training Updates 6:30 ATC Dinner

  4. Agenda – Day 2 7:30 – 8:00 Continental Breakfast 8:00 – 9:00 Building Business Partner Trust 9:00 – 10:30 Curriculum Round Table Discussion 10:30 – 10:45 Break 10:45 – 12:00 Projects/Action Items – Group Prioritization

  5. Objectives • Incorporating Your Conference Suggestions • ATCs to participate in planning • ATC Conference Committee meetings past two months • More time to discuss strategic direction and share your ideas • More discussion on how the ATC Program fits into Sage’s overall strategic training goals and plan • Less time on information easily shared via email or conference call • More time spent sharing marketing success/ideas • Prioritize action items (voting)

  6. Objectives • Opportunity to share ideas and suggestions • Focus on creating solutions that work • Identify what’s working on how we can leverage • Give everyone an opportunity to express your ideas • Sounding board for future direction • Opportunity to network and learn from your peers • Your ideas: Determine priority and ability to implement and execute on your ideas and suggestions • “Can do” items captured as well

  7. ATC Program and Sage Learning Services • ATC Program is an important part of our overall corporate training strategy • ATCs represent Sage’s solution for classroom training offerings • ATC program is part of Sage Software University and Learning Services

  8. ATC Program and Sage Learning Services • Our focus is to offer customers freedom of choice • Select the training methodology that works for them • Create Blended learning offerings • Stay on the cutting edge of training deployment and development technology • Develop training programs that help our customers succeed with our products • Develop training programs that help our business partners succeed with our products • Develop training programs that equip our business partners with the tools they need to train our customers

  9. Learning Services Organization and Objectives Learning Services Organization Objectives • Extend reach to all Sage Customers • Provide Learner-Centric training options • Increase value of Sage Programs • Leverage training development, technology and programs across BMD

  10. Current ATC Marketing Plan • Consists of ATC Direct Mail Catalog and Direct Mail • Inclusion in periodic Learning Services email and bulletins • Sage Software Web site – promotion of classes

  11. Current ATC Marketing Plan

  12. ATC Program Benefits • Promote classes on Sage Software University • Notification of registrations via email and SSU Reporting • Market and promote yourself as an ATC • Access student data and course history for marketing purposes • Access to student evaluation data to help maintain and monitor classroom and trainer quality

  13. Current ATC Marketing Plan • What we know: Direct mail pieces produce limited results • Example: Catalog • Set up URL links to tag registrations through SSU • Total number of registrations for Sage MAS 90 classes: 8 • Total number of registrations for Sage BusinessWorks classes: 5 • Overall: Limited ability to track results • Example: Starbucks Direct Mail • Total number of registrations: 20 • What we know about email bulletins: • Click through on email rates dropping • Sending multiple messages to our customers regarding training (along with other Sage communications) • Customers are confused as to what their choices are

  14. Effective February 1, 2008 Reduce ATC Fee by 50% Fees structure based upon Number of class offerings Size of customer base ATC Program Fee Reduction * ** Pending decision

  15. 2008 Sage Software University Marketing Plan • Focus on Choices • Freedom of choice • Blended learning approach • Educate and re-enforce all training offerings, so customers know exactly where to find the training that’s right for them • Focus on driving customers and partners to Sage Software University (SSU)

  16. 2008 Sage Software University Marketing Plan • Leverage SSU Data and Tools • Reporting Capabilities • Tracking of student enrollments • Target Marketing and results for each campaign and special offers • Strategic marketing • Event Based Marketing • Next step in their learning path based upon previous course attended • Example: Attended the Introduction to Crystal, next step Crystal Beyond the Basics • Example: Attended SalesLogix Admin, next step Intro to Development (ATL) • Sage BusinessWorks and Sage PFW to follow • Opportunity to participate in special training offers (and obtain results)

  17. 2008 Sage Software University Marketing Plan • Customer Professional Growth Paths • Focus on improving professional skills through training and assessment of knowledge • Promotes Specialist or Expert in a particular field • Encourage incorporating into new hire training and performance growth path • Customer Professional Growth Certificate from Sage Software, Inc. • Marketing Professional Growth Paths • Target marketing to include next step, training options • Start with MAS 90 and 200, PFW and BusinessWorks • Demonstration/Sneak Peak http://www.sagesoftwareuniversity.com/acs/eu/courses/bytrack.htm • Customer Certification Tracks • SalesLogix Certified Administrator – additional caller into Tech Support • SalesLogix Certified Developer – contract for SDK Support • SalesLogix Web/Mobile Developer – contract for SDK Support

  18. 2008 Sage Software University Marketing Plan • Email communications • Focus on “timely or relevant” topics • Provide a calendar of events up-front to ATCs • ATCs can leverage their schedule with our marketing focus • Monthly for Sage MAS 90 and 200, Sage BusinessWorks, Sage PFW and Sage Abra • Quarterly for Sage SalesLogix

  19. 2008 Sage Software University Marketing Plan

  20. Your Sage Marketing Ideas Open Discussion Marketing Discussion

  21. Sage Software University and View Central • What is Sage Software University? • Sage Software’s central website for all education offerings and information • Current Sage Products • Sage MAS 90 and 200, and 500 • Sage BusinessWorks • Sage PFW • Sage Accpac • Sage NPS • Sage SalesLogix and SageCRM • Next up • What is ViewCentral? • Back-end database which supports SSU • Used by all Sage training administrators and Sage ATCs administrators

  22. Sage Software University Profiles • Number of SSU Profiles: 8,000+ • Profile required at time of registration Go Live! 9/06 SalesLogix 11/06 MAS/BW, PFW

  23. Sage Software University ATC Enrollments

  24. Sage Software University and ViewCentral Update Open Discussion

  25. Student Evaluations Analyzing Your Results

  26. Product Updates Sage MAS 90 and 200 • 4.2 updates • AP / Library Master • Data Files • Data Migrator • Customizer • Visual Integrator • Customer Workshop • Year and Period End Self-Study Guides • Future 4.3 release • Scheduled for Q2/Q3 • Too early to determine what curriculum may be affected Sage MAS 500 • 7.2 scheduled for Q1/Q2 • New Data Import tool • Core/Distribution/Manufacturing • Developing stand alone Core and Distribution

  27. Product Updates BusinessWorks • 8.0 release scheduled for Q4 • Changes will include vista compatibility and a few enhancements – AP/Cash Management/Payroll • Will be updating all curriculum • Target date is Jan 1, 2008 PFW • 5.6 released 9/07, shipping 10/07 • Mid December 5.6 patch released (1099) • Changes will include vendor/customer enhancements and vista compatibility • All curriculum updated – target date January 2008

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