Join Beth McNally, Sharon Paul, and Bill Walter as they explore every hidden feature of Sage 300.

1. Sage 300 Virtual
Users Group
1

2. Sharon Paul, CPA, MCTS
Partner with Gross Mendelsohn’s
Technology Solutions Group
2

3. Beth McNally, MCP
Systems Consultant with Gross
Mendelsohn’s Technology
Solutions Group
3

4. Bill Walter, MCP, MCSE, PMP
Networking Principal with
Gross Mendelsohn’s Technology
Solutions Group
4

5. Today We’ll Cover…
» What to expect from Sage 300 this year
» Why businesses are moving Sage 300 to the Cloud
» Easy tips and tricks you can start using today
» How to choose the right CRM system for your organization
» Software add-ons financial professionals love
5

6. 6
DID YOU KNOW?
There’s an on-demand recording of
this user group on our website.
WATCH IT HERE

7. What’s New With
Sage 300 2019?
7

8. 8

9. New Global Search Function
9

10. Reconfigured CRM Integration
10

11. Take advantage of new withholding
taxes to track use tax
11

12. New Inquiry Tool in
Sage 300 2019 Cloud Web Screens
12

13. New Office 365 Integration
13

14. SAGE CONTACT
14

15. 15

16. SAGE CONTACT
An Outlook integrated software to keep
an eye on customer and supplier activity.
16

17. SAGE CONTACT
It’s easy to keep an eye on all customer
activities simply through the app.
17

18. SAGE CONTACT
Using the overview tab, you can view
essential contact information as well as
credit information and notes.
18

19. SAGE CONTACT
Using the history tab, you can view
previous invoices and payments posted
on the customer’s record.
19

20. SAGE CONTACT
Review recent customer communications
in the Comms tab.
20

21. SAGE CONTACT
Create and access notes and memos in
the notes tab.
21

22. 22

23. 23

24. SAGE CONTACT
Manage customer communications
anytime, anywhere with Sage Contact.
24

25. LET’S TAKE A LOOK
AT THE NEW GLOBAL SEARCH TOOL
25

26. What is Sage 300Cloud?
26

27. THE CLOUD CONNECTED STRATEGY
» Auto Bank Feeds
» Time Track Entry Mobile
» Consolidated Invoicing
» Revenue Recognition Engine
Office 365
Sage eCommerce
Sage Inventory Advisor
Sage AP Automation
Sage 300Cloud
27

28. DATABASE
BUSINESS LOGIC
DESKTOP INTERFACE
SAGE 300
GL, AP, AR, Order Entry, PO,
Inventory, Payroll, etc.
28

29. DATABASE
BUSINESS LOGIC
DESKTOP INTERFACE
SAGE 300
GL, AP, AR, Order Entry, PO,
Inventory, Payroll, etc.
WEB INTERFACE
CONNECTED SCREENS
HTML5 WEB SCREENS
Key Features:
» Subscription licensemodel
» Built-in BI tools
» Built-in CRM
» Customizable,web-based user interface
» Anytime,anywhere,any deviceaccess
» Ability to incorporate cloud connected
services:
» AP Automation,eCommerce,Budgeting
and Planning,Inventory Advisor,etc.
29

30. DESKTOP SCREEN VS. WEB SCREEN
30

31. Sage 300Cloud vs Sage 300
31

32. Updated, customizable web-based user interface
Notes capabilities
Free additional modules included in bundle
Free Sage Intelligence Report Manager and Designer
Sage Inventory Advisor Basics
Sage AP Automation
Sage eCommerce
New Sage Budgeting and Planning
Additional connected services
Additional discounts on select products/services
32

33. Sage 300Cloud Web Interface
29

35. 35

36. 36

37. 37

38. 38

39. 39

40. 40

41. 41

42. 42

43. 43

44. SAGE 300CLOUD + MOBILITY
OUTSIDE THE OFFICE
INSIDE THE OFFICE
44

46. Built-in business intelligence tools

47. "Leading, growing organizations are 86%
more likely to apply business analytics to ERP.
This has resulted in an average 17% increase in
profitability over the past two years."
“Simplify decision-making to grow your business with analytics and ERP“
Aberdeen Group

48. 48

49. Sage 300Cloud
Intelligence
Reporting
49

50. Built-In CRM

51. Sales, Marketing & Customer Service

52. » Improve customer service
» Market more effectively
» Empower more productive people teams
» Work faster and smarter
» Use visibility to drive profitability
» Pitch new products to the right people
Why Use The Built-In CRM?
52

53. 53

57. Customization

58. Web Screen
Customization
58

59. 59

60. 60

61. 61

62. 62

63. Cloud Connected Services

64. Cloud Connected Services
AP Automation
Integrated
eCommerce
Budgeting and
Planning
Inventory
Planning and
Forecasting

65. Inventory Planning and Forecasting

66. 66

67. 67

68. Should I Host Sage
In The Cloud?
68
Featuredspeaker:Bill Walter,PMP, MCSE, MCP from
Gross Mendelsohn’sTechnologySolutionsGroup

69. BEFORE MOVING TO THE CLOUD…
» Auto Bank Feeds
» Time Track Entry Mobile
» Consolidated Invoicing
» Revenue Recognition Engine
Office 365
Sage eCommerce
Sage Inventory Advisor
Sage AP Automation
Sage 300Cloud
Azure
69

70. » Auto Bank Feeds
» Time Track Entry Mobile
» Consolidated Invoicing
» Revenue Recognition Engine
Office 365
Sage eCommerce
Sage Inventory Advisor
Sage AP Automation
Azure
Sage 300
Sage 300Cloud
AFTER MOVING TO THE CLOUD…
70

71. How Can I Start
Using Sage Faster
and Better?
71

72. TIPS & TRICKS RECAP
1. How to locate the OE.ini file
2. Turn off requirement to validate expected ship date
3. Allow deletion of detail lines in shipment entry
4. Exclude miscellaneous charges from terms discounts
5. Allow users to change customer PO# on the shipment entry screen
6. Customize the order entry screen
7. Query data using the standard finder
8. Edit crystal report
9. Visual process flows
10. Add custom reports to web screen
11. Edit web screen dashboard
12. Query data on web screen
72

73. What CRM System
Would Work For My
Business?
73

74. Select TaiRox CRM when your smaller
organization wants a simple-to-use,
lightning-fast CRM application that is
smoothly integrated with Sage 300.
74

75. Select Sage CRM when your larger
organization wants a web-based solution
that provides more structure as well as a
CRM customization platform.
75

76. Here’s what TaiRox CRM can do
that Sage CRM can’t…
76

77. TaiRox runs on the same hardware as
Sage 300.
1
77

78. TaiRox is a Sage 300 Desktop SDK
Module.
2
78

79. TaiRox provides DBDump and DBLoad
support.
3
79

80. TaiRox uses Sage 300 Lanpaks
(concurrent users).
4
80

81. TaiRox links customer aging with
collections cases.
5
81

82. TaiRox supports fiscal period and
calendar options.
6
82

83. TaiRox uses current Sage 300
exchange rates.
7
83

84. TaiRox supports a simple upgrade
process.
8
84

85. TaiRox has 100% compatible field
synchronization.
9
85

86. TaiRox has drag and resize grid column
and restore default capabilities.
10
86

87. TaiRox has Sage 300 compatible
keystrokes.
11
87

88. TaiRox has Sage 300 data just
one click away.
12
88

89. Tracks every change to
every field, forever
TaiRox CRM Sage CRM
X
Easily recovers
deleted entities
X ?
Creates native Excel
opportunity charts
Displays common
social media icons
X ?
X ?
89

90. Searches like an
internet search engine
X
Customizes safely
without programming
X
Free support
Outlook integration
X
TaiRox CRM Sage CRM
90

91. 91

92. Here’s what Sage CRM can do
that TaiRox CRM can’t…
92

93. Sage CRM has a robust Outlook
integration.
1
93

94. Sage CRM provides meta-data
customizations.
2
94

95. Sage CRM customizes using .NET
framework.
3
95

96. Sage CRM customizes using
Javascript.
4
96

97. Sage CRM provides marketing
campaign workflows.
5
97

98. Sage CRM has a mobile
CRM interface.
6
98

99. Sage CRM has a customizable
dashboard interface.
7
99

100. Let’s jump in
to TaiRox CRM…
100

101. What’s Out There
For Financial
Professionals?
101

102. Business Intelligence
for Sage Users1
102

103. 103

104. 104

105. 105

107. 107

109. Automated Sales
Tax Software2
109

110. With the Wayfair decision,
tracking sales tax
accurately is more
important than ever.
110

111. Avalara is completely automated
sales tax software.
WHY AVALARA?
111

112. It has an extensive database of tax
rules and sophisticated geospatial
systems for assigning proper tax
jurisdictions.
WHY AVALARA?
112

113. You can mange sales tax data,
exemption certificates and filing
records from a centralized, secure
platform.
WHY AVALARA?
113

114. Everything is automated, including
return filing, address validation, tax
ruling changes, and more.
WHY AVALARA?
114

115. Software Built for
eCommerce3
115

116. 1
Sage eCommerce has real-time
integration capabilities.
116

117. 2
Sage eCommerce has real-time
analytics for conversion rate insights.
117

118. 3
Sage eCommerce has content
management capabilities to create
webpages, update products and
more.
118

119. 4
Sage eCommerce has built in mobile
commerce functionality.
119

120. 5
Sage offers training and support for
Sage eCommerce.
120

121. 6
Keep track of order activity with
Sage eCommerce.
121

122. 7
Distribute and track marketing
campaigns with Sage eCommerce.
122

123. 8
Sage eCommerce functions
minimize re-keying.
123

124. 9
Sage eCommerce processes
online credit card transactions.
124

125. Sage eCommerce is the world’s only
eCommerce solution provider fully integrated
with Sage. Seamlessly extend your Sage
platform to your eCommerce channel with
secure and real-time connectivity, giving you
Intelligent eCommerce.
125

126. Sage eCommerce is insightful, intuitive, and integrated.
126

127. Sage eCommerce is insightful.
Get real-time insights and analytics with
comprehensive visibility across the entire
eCommerce platform.
127

128. Sage eCommerce is integrated.
With over 1,500 integration points, Sage
eCommerce is guaranteed to make real-time
order processing and payments in eCommerce
easy-as-pie.
128

129. “Our Sage eCommerce solution provides just
about the best RoI of any application we have
implemented.”
Mike Grilli
Batteries Expert
129

130. Accounts Payable
Shortcuts4
130

131. The cost of
processing a paper
invoice is $18 - $22
each.
The typical accounts
payable department
manages 77% paper
invoices.
31% of payments
made to vendors are
late payments.
Average processing
time for a single
invoice is 14.2 days.
131

132. Manual Accounts Payable
AP Automation
$15.96
Cost to
Process an
Invoice
$2.94
11.4
3.6
54.5%
PO
Matching
to Invoices
73%
Days to
Process an
Invoice
Source: E-Payables Study 2016

133. Sage AP Automation is a
cloud-based platform to
make payment
workflows easier than
ever before.

134. It has automated
processing, approval and
payment of invoices, as
well as data entry and
multi-entity support.

135. “Sage AP Automation has given us better visibility at the
head office of our accounts payable throughout the month
at our various locations. We have been able to improve our
coding accuracy as well as speed up our month-end
processes.”
Bobbi Lawlor-White, Controller
Rodd Hotels and Resorts
135

136. Budgeting and
Planning Software5
136

138. Software To Get
Data-Driven6
138

139. Sage Alerts
& Workflow
139

140. Sage Alerts
& Workflow
Get paid on time
with invoice
monitoring.
1
140

141. Sage Alerts
& Workflow
Monitor inventory,
purchasing, and
shipping
information.
2
141

142. Sage Alerts
& Workflow
Keep sales in the
loop with auto-
notifications for
irregular customer
buying activity.
3
142

143. Sage Alerts
& Workflow
Keep sales in the
loop with auto-
notifications for
irregular customer
buying activity.
4
143

144. Sharon Paul
spaul@gma-cpa.com
410.685.5512
CONTACT US
techno lo gy.gma-cpa.co m
Beth McNally
emcnally@gma-cpa.com
410.685.5512
Bill Walter
wwalter@gma-cpa.com
410.685.5512