P-0267 Vertical Options and Sage 500 ERP

Visions of Wealth with Sage 500 ERP Vertical Solutions

VTB 9795

CPE Credit • In order to receive CPE credit for this session, you must be present for

the entire session. – Session Code: P-0267 – Recommended CPE Credit = 6 – Delivery Method = Group Live – Field of Study = Specialized Knowledge and Applications

• Visit the Sage Summit Connect kiosks to enter CPE credit during the conference.

Introduction • Linda Cade, Senior Product Manager – Core ERP Solutions

• Follow us on Twitter: @Sage_Summit – Use the official hashtag: #SageSummit

• Follow me on Twitter: @LindaCade1

Agenda

Q & A Success Stories Activity Key ISV

Solutions Endorsed Solutions

More Sage Solutions

Welcome and

Introduction

Sage Budgeting

and Planning

Sage Exchange

Sage Intelligence Reporting

Sage HRMS and Payroll

Sage Fixed Assets

Sage ERP 500 Sales Tax

Sage 500 ERP

Process Manufacturing

Discrete Manufacturing

Distribution

Services

Document Management

eCommerce

Shipping and Freight

EDI

Alerts and Workflow

Sage Budgeting

and Planning

Sage HRMS and Payroll

Sage Fixed Assets

Sage Exchange

Sage Intelligence Reporting

Sage 500 ERP Sales

Tax

Linda Cade

Jennifer Schwarz

Erika Jelovsek

Erika Jelovsek

Stephen Coull

Russ Graf

SAGE BUDGETING AND PLANNING

Linda Cade – Senior Product Manager

Budget

Manage • Allocate Budgets

your way • Multiple

Departments on individual Plan Sheets

• Security limits access to Plan Sheets to only authorized users

Analyze • Create “What if”

analyses • Illustrate trends,

patterns, and exceptions

Calculate • Apply calculations

to groups of columns

• Apply factors such as seasonal trends or business drivers back to specific periods

• Use Global Formulas

Sage Budgeting and Planning

SAGE HRMS AND PAYROLL Jennifer Schwarz

Sage HRMS Payroll Payroll Reporting Pricing More Info

Why Sage HRMS Payroll? Improved GL Integration Quarterly Updates Federal/State/Provincial/Local Taxes Multiple years of history Edit Prior Year History Bonus- Sage Source for online Paystub viewing

Options Direct Deposit (included and unlimited) Sage Paycards

Federal and State e-filing and Reporting e-filing from Aatrix

Free printed forms Low cost e-filing

Crystal reports for custom reporting

Pricing based on employee levels No requirement to purchase Sage HRMS full suite Employees License Subscription 1-50 $1750 51-74 $2500 75-99 $3150 100-149 $4700 150-199 $5500 See price list for higher employee levels

• Partner Certification Required www.sageu.com or register for PSG services

• New License tier credit!!! • Start selling today • Attend session P-0485 to learn about bringing payroll in-house

WHEN TO INCLUDE SAGE FIXED ASSETS

Erika Jelovsek

Sr. Product Manager

What Are Fixed Assets? Those items acquired by a business for use in its operation that are not for resale.

Equipment Furniture Fixtures

Machinery Computers Software

Tools Vehicles Buildings

Land

Why do I Care? • Taxes & Insurance Based on Value of Fixed Assets

– Important to have accurate calculations – Don’t overpay taxes or break IRS/GAAP/SOX regulations

• Value of Fixed Assets Decrease Over Time – Calculated through depreciation

• Many Methods for Calculating Depreciation – Over 300,000 Rules Built Into Sage Fixed Assets

Depreciation Calculations Complexity Continues to Increase Annually

– Tax Laws Constantly Changing

0 1 2 3 4 5 Useful Life (years)

$5,000 $4,000 $3,000 $2,000

$1,000

$0

Valu

e

Straight-Line Method

Depreciation with 50% Allowance

Accelerated Methods (ex. Declining Balance) Increasing in Complexity

with Over 50 Depr. Methods (not quite this bad…yet)

Why Buy a Fixed Assets Module? Compliance with IRS / SOX Regulations Pain: Fear of having trouble during

next audit Pain: Worry over compliance with

Sarbanes-Oxley (beyond just public companies)

Time Savings Pain: Updating spreadsheets time consuming & frustrating Pain: Transferring data to general ledger

Questions?

Sage Exchange

What is Sage Exchange?

• Integration of data between ERP systems

and payment solutions • Value added services which can be

deployed through advanced devices, online SaaS applications and API’s.

• Developer tools that allow software companies to easily integrate with payment solutions and avoid PA-DSS certification requirements

A payments platform that facilitates:

Disconnected, requires data entry to record

payment transactions

Disconnected, these are

commodities.

Payment Devices

Sage Exchange Administration

Portal

When connected, customers save over 4

minutes per transaction! Sage

Exc

hang

e En

viro

nmen

t

Sage Exchange

Payments Hub

Sage ERP Desktop

Administrative toolset & dashboard to manage

your connected payments environment.

Connected, data is moved into the payments hub.

Connected Connected

Connected

Payment Networks

There are over 1 trillion cards in

circulation!

PCI Free Zone

Connected

Sage Exchange Portal

• Web (mouse) and Tablet (touch)

• Metro UI (Windows 8 active tile) dashboard

• User configured dashboard

• View your payments environment

• Make Connections with mobile and other devices

• Buy payments-related connected services (Marketplace)

• Quick access to Reports

• Administer user roles & responsibilities

• Access to Sage Exchange Support & knowledgebase

Use your smart phone to collect payments anywhere, any time

Sage Mobile Payments captures cash sale info and sends it to Sage Exchange

Sage Exchange feeds transaction data into ERP

Sage Mobile Payments Integration

Sage Mobile Payments

Securely login Enter amount, tax and tip if applicable

Optional signature capture for the lowest credit card rate

Add additional invoice information.

Optional ‘Card Swiper’

Sage Exchange Vault

• Secure, compliant storage of sensitive credit card info

• Card numbers not stored within Sage 500 ERP

• Bank routing numbers and account numbers also stored for ACH (Sage 500 ERP Product Update will integrate with this)

Credit Card Swipe When Cards Are Present

Sage Sales Tax

Presented by Avalara

What We Will Discuss Today

Sales Tax Industry Insight Update on AvaTax Solutions for Sage What to Look For & Questions to Ask Avalara Partnership Benefits How to Engage Avalara

Sales Tax is Hard!

11,000+ distinct tax jurisdictions in North America 100,000+ distinct taxability rules Exempt Products Exempt Organizations Tax Holidays Thousands of changes each year State-provided info often missing, misleading, or wrong Sourcing rules Nexus rules Situs E-commerce rules And many, many more complexities

Nexus Is Constantly Changing

Nexus definitions are in constant flux, and can vary from state to state.

Physical presence in a state (office, warehouse, etc.) Agents or Distributors in a state Remote Employees Servicing Tangible Personal Property Trade Show Attendance If a company has an associated business that shares a trademark If an affiliate runs “click-through” sites on behalf of Internet retailers Shipping returnable containers to other states Regularly visiting a state Company-owned vehicle crossing state lines to deliver products

7.85%

4.35%

4.35%

6.85%

7.72%

7.35%

5.10%

80111 Taxes Represented 2.9% Colorado State .25% Arapahoe County 1.0% Douglas County 3.5% Englewood City 3.0% Greenwood Village City 2.5% Centennial City 1.0% Regional Transport District .10% Football District .10% Science and Cultural District

Rates and ZIP Codes

Sales & Use Taxes Represent Nearly Half of all Tax Revenues to State Coffers Every Transaction Error Could Result in a Loss to the Company’s Bottom Line Audits Can Last Weeks Or Months Draining Company Resources Negative Audit Result & Penalties Customer Satisfaction Issues

The Risk of Non-Compliance & Tax Audits

No Business Is Immune

In today's world, it is not a question of if a business will get audited, but when… As states try to make up for revenue shortfalls, the chances of getting audited are up 22%. With an average penalty of $34,000 per audit, this can have devastating consequences on any business.

Hire the Perfect Employee

Never Sleeps Never Vacations Always Accurate Incredible Tax Expertise Allows you to focus on growing your business, not calculating tax Starting Salary $99 / mo

Let the AvaTax suite of products be your in house tax expert.

Avalara Sales Tax Management Services - Total Compliance

•The most accurate tax calculation engine available. •Level zero accuracy •Always updated •Robust taxability rules •Line item reporting •Integrations into over 150 systems •SST and SSAE16 Certified •Automated, Wizard Driven •80% response rate from clients •No more cardboard boxes •Complete control •Easy audit reports, clean paper trail

•Liability worksheet •Notice Management •Easy Filing and Remittance •More than 500,000 returns filed annually •Clean and easy to follow audit trail • 1099 management •Automated and integrated into the admin console •Clean and easy to use reporting •Audit trail •No more paperwork

• NEXUS Studies •Premium Support •Tax Training Classes •Audit Defense •Tax Research

Simple and Easy-to-Work With

Customers Genuinely Enjoy Working with Avalara A Go-Live experience that focuses on ease-of-installation and getting clients up-and-running quickly Urgency that comes with supporting clients’ returns deadlines Avalara University that provides 7x24 access to resources An Accountant’s Advantage Program that provides CPE credits A Return-on-Investment model that is easy-to-understand and offers quick payback while reducing risk

Who Fits the Profile?

Nexus in multiple states Complicated States

– CA,TX, CO, MN, AZ, LA, TN, IL, GA, OH, AK, ID, NY, WA, FL High risk industries:

Medical supplies Healthcare Food & beverage Software/hardware Network marketing Service/installation companies

High invoice volume clients Recently audited or going through an audit Sales To Resellers or Exempt Entities (Distributors/Wholesalers/Mfg) Expanding Geographic Reach eCommerce (Online) Sales Wants or Needs Audit Protection

What Customers Are Concerned About

CFO, Controller – Mitigating Risk – Cost Savings – Productivity/Efficiency Gains Accounting Manager, A/R Clerks – Increased Accuracy – Better Service (External / Internal) – Expedite Month End Close, Lighten Workload CTO, IT Manager – Maintain Focus on Key Projects – Ability To Implement & Support – Data Security

Customer Qualifying Questions

What types of products or services do you sell? Does the product taxability vary from state to state?

Multi-State Nexus? If YES how many states?

How many sales tax returns will you process in a year?

How many exemption certificates do you currently manage? How many do you add in a year?

Do you also process take/orders in an ecommerce shopping cart, order entry system, or other system outside of your ERP?

Existing Tax Solution: Rate Table/Lookup Tool, Excel Spreadsheet, Manual, or Other?

If you are not talking to your customers about sales tax, someone else will and you could lose out on an opportunity to provide another value-added service.

Don’t Leave Money on the Table!

Avalara Partnership Benefits

We are an Extension of Your Team Solve a Challenging Problem for Customers Client Satisfaction/Retention Recurring Revenue Partner Portal Access Free NFR Copy Sage Tier Credit

Ride the Wave, Sales Tax Automation is the next big opportunity (similar to payroll taxes in the

past)!

How to Engage with Avalara

Get to know your Regional Sales Manager (RSM) & Channel Development Manager (CDM) • If you are not sure who your reps are, email CDM@avalara.com

Schedule a Sales & Marketing Calendar Appointment with your CDM Review your customer list with your CDM to Identify Prospects Register leads with your Avalara representatives Log onto Avalara Partner Portal for 24x7 access to marketing & sales tools: www.avalara.com/login Grow your business with AvaTax!

Online Product Demos

www.avalara.com/resources/product-demos

Questions

Contact your regional team or email

CDM@Avalara.com

• Electronic Document Management

Sage ERP Document Management by Altec – Richard Simmons

• eBusiness Suite • Web Services

RKL eSolutions – Richard Cushing

• Shipping and Freight

Sage ERP Shipping by SmartLinc – Tom Bittner

• Sage 500 ERP EDI by TrueCommerce

HighJump Software TrueCommerce – Greg Swallow

• Sage 500 ERP Alerts and Workflow

Vineyardsoft – Don Farber

SAGE ERP DOCUMENT MANAGEMENT

What is Document Management? • Imaging System

• Workflow Engine

• Output Automation Tool

• Advanced Business Process Engine Smart Form Toolkit

Enterprise Business

Improvement

Sage ERP Document

Management

Human Resources

Accounts Payable

Credit Card &

Expenses

Sales

Marketing

Customer Service

• Streamline and structure business processes • Easily create sophisticated forms • Minimize data entry • Gain visibility to documents throughout the

process • Execute a process without needing an

ERP license

Any Department…..Any Process!!

Smart Forms can help you…..

With the Smart Form Toolkit you can…

• Create Documents

• Move documents through a process – capturing info along the way

Requesting a check is a time consuming process….

I dread the 15th of every month when I get that massive credit card bill…

Smart Form Examples • Human Resources New Employee

Onboarding

• AP Check Review

• Expense Report Processing

• Credit Card Expenses • Check Request

• Purchase Requisition

What processes do you need to review…… now that you have a new set of tools in your toolbox?

SAGE 500 ERP EDI BY TRUECOMMERCE

HighJump Software

• Only endorsed EDI provider for Sage ERP Solutions

• Provide end-to-end integrated EDI solutions

• Support for all X12 EDI documents • More than 3,000 EDI customers • Over 2,800 Trading Partner mappings • More than 80,000+ transactions completed

daily • EDI offices in Cranberry Township, PA and

Reston, VA

TrueCommerce EDI Solutions Group • Global provider of supply chain

management solutions • Focus on streamlining the flow of

inventory and information from supplier to store shelf

• Full suite of Supply Chain Solutions Global Presence with 4,500 customers

• Headquartered in Eden Prairie, MN

TrueCommerce EDI Solutions of HighJump Software

What Can EDI Do For You? • Helps you respond to mandates for transmitting key

documents to your customers • Reduces manual data entry errors and streamlines

your order processing • Improves payment turn-around time • Lowers the costs associated with time sensitive

transactions • Gives you a competitive advantage • Improve trading partner relationships with faster

transaction time

Four Required Components

Complete, Scalable Solution from One Source

Integration Translation Network

TrueCommerce EDI Solution

Included Support & Maintenance

Sage MAS 90/200

Retail Logistics

Pharma Grocery

X12

TrueCommerce EDI Solution

Grocers Retailers 3PLs

Leading Retailers Requiring EDI

Key Market Segments Requiring EDI SIC - 50 Wholesale Trade - Durable Goods SIC - 51 Wholesale Trade - Nondurable Goods SIC - 59 Miscellaneous Retail SIC - 73 Business Services SIC - 87 Engineering & Management Services SIC - 34 Fabricated Metal Products SIC - 39 Misc. Manufacturing Industries SIC - 57 Furniture And Home Furnishings Stores SIC - 38 Instruments And Related Products SIC - 20 Food And Kindred Products SIC - 28 Chemicals And Allied Products SIC - 56 Apparel And Accessory Stores SIC - 54 Food Stores SIC - 52 Eating And Drinking Places SIC - 35 Industrial Machinery And Equipment SIC - 27 Printing And Publishing SIC - 99 Non-classifiable Establishments SIC - 30 Rubber And Misc. Plastics Products

Benefits of Sage ERP EDI Solutions • We make your EDI experience painless • The only endorsed EDI partner for Sage ERP Solutions • We offer a full end-to-end solution offered by one

company, giving you one point of contact for all components of your EDI solution

• There is no charge for ongoing maintenance, mapping updates or support

• Trading partner and integrated mapping changes made by TrueCommerce EDI Support, free of charge

• Excellent customer support as testified by numerous end-users

Stop by and visit us in booth 843!

Discrete Manufacturing Wholesale Distribution Supply Chain Solutions A/R Credit and Collections Solutions Automotive Suppliers

Service Manager + SM Plus Mobile

O2 Process Manufacturing O2 Mobile Warehouse z.Find Least Cost Finder

Call Center eStore Fulfillment Marketing

Jim Mallory Cory Rhodes Evan Garber Dene Powell

SINGLE SOURCE SYSTEMS

• Founded in 1985 • Headquartered in Indianapolis, IN • Single Source Products sold to over 700 customers

worldwide • Global Sales, Support and Services Network • Specialize in providing comprehensive ERP solutions

with a focus on Service Management for the manufacturing, distribution, and service markets.

Single Source Systems Inc.

• Manages every aspect of service operations – Manages unexpected service repair – Depot Repair – Dispatch Scheduling – Installation Project Management – Schedules preventative maintenance – Rental Contracts

• Tracks service history and expense • Integrated with MAS500

– No additional servers needed – Leverages new system functionality – Works hand-in-hand with Business Analyzer and Business Alerts

SM-Plus for Sage 500

Building Materials and Carpentry • 1751 – Carpentry Work • 5211 – Lumber & Other Building Material

Capital Equipment • 3523 – Farm Machinery & Equipment • 5075 – Warm Air Heating & Air Conditioning • 5078 – Refrigeration Equipment & Supplies • 5087 – Service Establishment Equipment • 5088 – Transportation Equipment & Supplies

Electrical, Plumbing and Hardware Distribution • 5063 – Electrical Apparatus & Equipment • 5072 – Hardware • 5074 – Plumbing & Hydronic Heating Supplies

Material Handling & Equipment Distribution • 3535 – Conveyors & Conveying Equipment • 3537 – Industrial Trucks & Tractors • 5084 – Industrial Machinery & Equipment

Medical Devices • 2599 – Furniture & Fixtures, NEC • 3821 – Laboratory Apparatus & Furniture • 3841 – Surgical & Medical Instruments • 3842 – Surgical Appliances & Supplies • 3843 – Dental Equipment & Supplies • 5045 – Computers, Peripherals, & Software • 5047 – Medical & Hospital Equipment • 5049 – Professional Equipment, NEC

Telecommunications

• 1731 – Electrical Work • 4812 – Radiotelephone Communication • 4813 – Telephone Communication, Except Radio • 4841 – Cable & Other Pay Television Services • 4899 – Communication Services, NEC • 5065 – Electronic Parts & Equipment, NEC

SM-Plus Markets

SM-Plus – Advanced Edition

Service Management for MAS 500

• $5 – $250 million annual revenue • 50 – 500 employees • Service complex, engineered equipment • Mixed Mode Service – Depot & Field Service • Detailed Service Job Cost Requirements • Integrators / installers for short-term projects (days/weeks) • Manage complex warranty requirements involving dealers

and/or subcontractors • Have multi-site requirements • Must comply with regulatory requirements

Target Prospect – Advanced Edition

• SM-Plus Advanced (Includes 3 users)- $17,400 – Additional Users - $2,800 – Includes 1 Attendee to Basic Fundamentals

Training Class & Advanced Concepts • Estimated Implementation Requirements

– 10 to 15 days Consulting

Pricing Structure

SM-Plus – Express Edition

Service Management for MAS500

• $5 – $250 million annual revenue • 25 – 500 employees • Service Dept. – Cost Center or < 40% of

prospect company’s operations • Single CSR manages service process • Service simple, engineered equipment • High Volume Call Center Field Service • Detailed Service Job Cost NOT a requirement

Target Prospect – Express Edition

• SM-Plus Express - $9,900 – Additional Users (Min. 3) - $1,800 – Includes 1 Attendee to Basic Fundamentals

Training Class • Estimated Implementation Requirements

– 5 to 10 days Consulting

Pricing Structure – Express Edition

SM-Plus – EAM Edition

Service Management for MAS 500

• $5 – $250 million annual revenue • 50 – 500 employees • Manufacturing Company • Manage planned maintenance • Manage unexpected service • Need the ability to track maintenance history and

expenses on company assets

Target Prospect – EAM Edition

• Enterprise Asset Management - $7,400 – Additional Users - $1,300 – Includes 1 Attendee to EAM Basic

Fundamentals Training Class • Estimated Implementation Requirements

– 5 to 10 days Consulting

Pricing Structure – EAM Edition

Additional Modules

Service Management for MAS 500

• SM-Mobile – Remote System Manager - $6,000 – SM-Mobile - $900/named user

• SM-Web – Remote System Manager - $6,000 – SM-Web - $5,000 (100 Named Users)

• Customer, Dealer & Employee Portals

Additional Modules Pricing Structure

Cory Rhodes Vice President 317-596-3000 x 145 corrho@singlesrc.com www.singlesrc.com

Contact Information

Escape Velocity Systems Super Sunday Extravaganza

SAGE 500 QUIZ

Question #1

Q1: Who is this person?

Q1: Who is this person?

A1: Pascal Houillon, CEO Sage North America

Question #2 Prize Round

Q2: What Sage product line had the highest turn out of customers to Summit last year?

Q2: What Sage product line had the highest turn out of customers to Summit last year?

A2: Sage 500 (fka MAS 500)

Question #3 Money Round

First correct answer gets $20

Q3: What year did Microsoft stop extended support of VB6?

Q3: What year did Microsoft stop extended support of VB6?

A3: 2008

http://support.microsoft.com/lifecycle/search/default.aspx?sort=PN&qid=&alpha=Visual+Basic+6.0&Filter=FilterNO

Q3a: How many years ago was 2008?

Q3a: How many years ago was 2008?

Aa: 4

Question #4

Q4: How many 3rd party ISVs recompile at least 1 Sage 500 screen for their application?

** Show of Hands **

THANKS FOR PLAYING

The problem No reason to stay on maintenance

Customers stuck on versions Framework dead for 4 years

The problem Decline of customers maintenance

Customers stuck on versions Framework technology dead for 4 years

A Solution

Fast Improved UX - quick search - auto complete

Expandable - plugins - 3rd parties

Cloud Services Cloud Hosting for Sage 500

Cloud Disaster Recovery for Sage 500

Cloud Hosting

From

$79 per user per month

What it IS… • Fully managed • Fixed cost • Worldwide from the cloud to your

desktop or mobile devices • Order to online in a few days • Safe & Secure -- 100% network

uptime guarantee

Cloud Hosting

From

$79 per user per month

Cloud Disaster Recovery What it’s Not… • NOT a data backup • NOT a once a day copy of data • NOT something that has to be

restored

Cloud Disaster Recovery What it IS… • Synchronized copy of your Sage 500

environment • Data changed copied every 10

minutes • Live standy-by environment, ready for

you to login to and use Sage 500

P-0782 – Sage 500 ERP: Updating the Look and Usability for Today’s Customer

Monday, 1:30 PM – 2:30 PM

DIRECT 500

Call Center Automation

Fulfillment Workflow

eStore Integration

Marketing Analysis

Call Center Automation

Business Challenge • Call Center are high volume

transaction data entry – keystrokes are critical

• Promotions and Deals can change daily

• CSR’s are sales people and should improve sales revenue per order

Solution Direct 500 provides extensive price model improvements to MAS 500: Bundled Pricing, Promotions, Deals, Up sell / Cross sell. Each of these features provides scripting queues for the CSR to assist with the sales process.

eStore - Integration

Business Challenge • eStores are often isolated applications

with import routines. • Updating items, customers, pricing is

often duplicate and manual. • Freight, sales tax and credit card

solutions are often duplicate to MAS 500 • Integration starts out as being easy but

ends up very complex and disjointed.

Solution Direct 500 and the eStore module provide a single solution to call center and estore users. We use the same item, inventory, customer, pricing, freight, sales tax and credit card solutions. Integration is real time for all points – not just the sales order.

Fulfillment - Workflows

Business Challenge • Customers want delivery date to take

level of service, weekends and holidays into consideration.

• Customers want a total cost including freight and sales tax.

• Warehouse managers need advanced picking rules and workflows to hand large transaction volumes.

Solution Direct 500 is designed for the Direct to Consumer market. We understand that customers want to get their shipment by a date (holiday or birthday). Our shipping calendar takes level of service, product and geographical area into consideration when calculating the ship dates.

Marketing Analysis

Business Challenge • Direct to Consumer companies are

marketing focused. • They track success rates of every

campaign, item and customer. • They want automated campaigns

between the call center and estore.

Solution Direct 500 promotions, deals and pricing are all fully integrated with the estore. Source codes are tracked by customer and transaction. Promotions can be embedded within email campaigns to automate the buying process at the estore.

• eStore • Enhanced Sales Order Entry • Multi-level Source Code Tracking • RFM Scoring • Advanced Customer Search Engine • Up-sell & Cross-sell • Deals • Bundled Pricing • Coupons and Promotions • Call Center Scripting • Style Matrix • Credit Card Processing • Sales Tax

• Advanced Shipping & Handling • Extensive Mail List Selection • Catalog Requestors • AutoShips • Customer Alert Codes • Sales Tax Assignments • Address Normalization • Redundancy Name Checking • Combine Customers • Corporate Gift Giving • Fundraiser Tracking

Features

ACTIVITY

SUCCESS STORIES

Additional Learning Opportunities • For information about additional learning opportunities visit

www.SageU.com (Sage University).

• Training options include:

– Anytime Learning—Recorded online training sessions.

– Realtime Learning—Live, online learning.

– Replay Learning—Recordings of live classes.

Your Feedback is Important to Us! • Completing a session survey is fast and easy:

Stop by a Sage Summit Survey kiosk or complete the survey on your mobile phone, laptop, or tablet through the Sage Summit mobile app. – IOS, Blackberry, or Android users may download the app

from the App Store by searching “Sage Summit”

– Laptop users may use this link www.sagesummit.com/webmobile

• Remember each completed survey is another entry for one of several daily prize drawings, including an Apple iPad!

• Your feedback helps us improve future sessions and presentation techniques.

• Session code for this session: P-0267

Contact Us • Presenter Contact Information:

– Linda Cade – Linda.cade@sage.com – Twitter hashtag: @LindaCade1 – Follow us on Twitter: @Sage_Summit – Use the official Sage Summit hashtag: #SageSummit

• Don’t forget to use the Sage Summit mobile or web app for all your conference needs.

• Access presentations on Sage Summit Virtual Totebag. – www.sagesummit.com/virtualtotebag

Thank you for your participation.

VTB 9795