Download - ATC Conference
ATC Conference
November 2nd – 3rd 2007
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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
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Agenda – Day 1
7:30 – 8:00 Continental Breakfast 8:00 – 9:00 Welcome and Introduction9:00 – 9:30 Learning Services and the future of the ATC Program9:30 – 9:45 Break9:45 – 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 Discussion3:00 – 3:15 Break3:15 – 4:00 Student Evaluation Analysis 4:00 – 5:00 Product Training Updates
6:30 ATC Dinner
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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
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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)
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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
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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
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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
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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
Ron TaylorSVP, Customer Services
Sage Learning ServicesLane Giles
BMD-FAS/AbraRobert Dawson
ISSD-NPSErin Shy
BMD-CRMJanet Moore
ISSD-CREJudi Magnuson,
BMD-AccpacSean Fleming
BMD-ACSNatalie Johnson
ISSD- AbraSusan Deluca
Customer Service
Customer Support
Product MarketingRobin De Leone
Employee TrainingJoan Rummel
Programs/Training Julie Elm
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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
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Current ATC Marketing Plan
Current ATC Marketing ServicesProduct Customer Direct Mail Customer Email Sage Web
Site
Sage MAS 90 and MAS 200
Bi-Annual training mailing focused on ATCs
Bi-Annual training catalog focused on ATCs
Inclusion in the monthly Sage Learning Services email bulletin
ATCs Classes advertised on SSU web site
Sage Abra training web site
Sage BusinessWorks and Sage PFW
Bi-Annual training mailing focused on ATCs
Sage SalesLogix Quarterly training mailing focused on ATCs
Inclusion in quarterly SSU Learning services email bulletin2
Sage Abra Inclusion in quarterly Sage Abra Learning Services direct mailer
Inclusion in monthly Sage Abra Learning Services email
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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
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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
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ATC Program Fee Reduction
• Effective February 1, 2008 – Reduce ATC Fee by 50%
• Fees structure based upon– Number of class offerings– Size of customer base
Product Current Annual Fee
New Annual Fee
Sage Abra HRMS $ 8,000 $ 4,000**
Sage BusinessWorks Accounting
$ 3,500 $ 1,750
Sage MAS 90 and Sage MAS 200 ERP
$10,000 $ 5,000
Sage PFW ERP $6,000 $ 3,000
Sage SalesLogix $5000 $ 2,500* ** Pending decision
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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)
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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)
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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
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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
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2008 Sage Software University Marketing Plan
Sage MAS 90 and MAS 200 email Campaigns
Month Theme for General Audience Campaign
General Audience Promotions Targeted Audience Promotions
Oct SSU and different types of training offerings
Nov Getting Ready for Year End
4.2 Workshops and Call out for Year End Classes and SSG
Dec Focus on Efficiency Professional Growth Certificates – Press Release, Tip for A/R or A/P course
Pending cert customers
Jan Knowing Your Training Options
Report Writing and Financials Reports Writing Certification
Feb Focus on Productivity Customizer, Business Alerts and Business Insights Explorer
Customers who attended Data File Structures prereq for other courses
Mar Spring Forward with Training
Blended Learning Plans Customers who completed Anytime Learning Financials courses next steps
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Marketing Discussion
Your Sage Marketing Ideas
Open Discussion
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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
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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
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Sage Software University ATC Enrollments
0
50
100
150
200
250
300
350
ATC SSU Enrollments (Sept 06 - Sept 07)
6-Sep
6-Oct
6-Nov
6-Dec
7-Jan
7-Feb
7-Mar
7-Apr
7-May
7-Jun
7-Jul
7-Aug
7-Sep
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Sage Software University and ViewCentral Update
Open Discussion
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Student Evaluations
Analyzing Your Results
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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
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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