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August 26 th , 2005

Certified Trainer Conference Call. August 26 th , 2005. Introductions. Introductions Julie Elm – Partner and Program Manager Celina Oliver – Partner Certification Specialist Janet Moore – Manager, Sage SalesLogix Training Mike Long – Sage Abra HRSM Training Manager

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August 26 th , 2005

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  1. Certified Trainer Conference Call August 26th, 2005

  2. Introductions • Introductions • Julie Elm – Partner and Program Manager • Celina Oliver – Partner Certification Specialist • Janet Moore – Manager, Sage SalesLogix Training • Mike Long – Sage Abra HRSM Training Manager • Leslie Burkes – Director of Training & Professional Services, Non-Profit Solutions

  3. Today’s Objective • Create a forum to communication and share information relative to the Sage Software Certified Trainer (CT) Program • Open to all Sage Software Certified Trainers • Sage MAS 90 and MAS 200 • Sage BusinessWorks • Sage MAS 500 • Sage SalesLogix • Sage MIP Fund Accounting • Sage Abra HRMS • Sage PFW • Today’s attendees include Certified Trainers affiliated with ATCs and Certified Trainers affiliated with Business Partners

  4. Today’s Agenda: • How to become certified to teach additional classes • Overview of the Sage Software Certified Trainer Web Site • What are the Certified Trainer Reporting Requirements • Curriculum News • How to leverage your Certified Trainer Status • Who to contact at Sage Software with Certified Trainer related questions • Your questions and issues

  5. How to Become Certified To Teach Additional Classes Step 3 Pass Product Assessment Step 1 Submit Additional Certified Trainer Application Step 4 Attend Product Training Class Step 2 Purchase Trainer Curriculum desired Course

  6. Certified Trainer Web Site • Contains critical and timely information related to: • Trainer Certification • Trainer and Student Curriculum releases • Classroom Tools • Certified Trainer Logos • Certified Trainer Program Guides • Certified Trainer Applications • Curriculum Order Forms • How to order Sage Software Course Curriculum • Where to find the latest Certified Trainer Tools and Resources • Address: http://sagesoftware.com/education/ • Login: trained • Password: toteach

  7. Certified Trainer Reporting Requirements • Fax or Mail within 10 days following the completion of training: • Student Sign-in Sheets • Student Evaluation Forms • Separate forms for CTs vs. ATCs • CTs use forms located on CT web site • ATCs use forms located on ATC web site

  8. MAS 90 and 200 4.10 Update • Partner Workshop (Trainer Re-Certification Requirement) • All Certified Trainers are required to attend • Limited seats in September! • Go to www.sagesoftware.com/education to register • Assessment to go out within 5 business days following completion of class • Assessments must be completed before Certified Trainer Curriculum will be shipped • Customer Workshops • Start teaching after November 1, 2005 • 4.10 Trainer Re-Certification must be completed prior to teaching • All 4.10 release dates are posted on the web site

  9. Sage Abra HRMS • Closing Year End Now Available • New CT Certification open to all Abra Payroll CTs • Train-the-trainer sessions beginning in October • Discounted curriculum and Year-End data • Contact Mike Long for more information and registration • Curriculum Update • Q4 data to be posted to CT website • Abra HRMS v8.0 to be released in Q4 • Crystal v10 to be included with Abra HRMS v8.0 • Abra Suite v7.4 to continue until further notice

  10. Sage SalesLogix Certified Trainers • Sage SalesLogix Certified Trainers – 30 • Curriculum Changes • SalesLogix v6.2 Customer Service Student Guide • Available September 1, 2005 • Price: $35 per manual • Customer Service Trainer Guide to follow • SalesLogix v6.2 End User Student Guide • Rebranded for Sage Software • Available September 1, 2005 • Price: $55 per manual • End User Trainer Guide in development • No changes to Admin v6.2 Curriculum

  11. SalesLogix End User Student Curriculum • No new features - corrections and updates only • Summary of changes posted on CT web site • Updated PowerPoint slides – available Sept. 1, 2005

  12. MIP Fund Accounting ERP Update • Version 7 Trainer Re-Certification Requirement : • Web classes for all certifications (Core, Payroll, AFM and Tech) • Limited seats in September! • Go to www.sagenonprofit.com/training to register • Assessment following completion of class • Assessments must be completed before Certified Trainer Curriculum will be shipped • Customer Workshops • Version 7 Trainer Re-Certification must be completed prior to teaching

  13. Leverage Your Certified Trainer Status • Commit to an annual training marketing plan • Developed based upon what you know today • Be open to changes • Revisit quarterly • Track your Results • Costs • Mailing codes/Promotional Codes • Set up a “Jump Page”

  14. Leverage Your Certified Trainer Status • Market to Potential Students • Your customers • Businesses in your area using Best Software products • Market to Past Students • Follow-up “thank-you” for attending emails • Include Next Step/Next Class with promotion • Offer in-class specials

  15. Leverage Your Certified Trainer Status • Educate your entire company on what it means to be an Certified Trainer • How does this differentiate you from other Business Partners • Illustrates a strong commitment to customer satisfaction • Distinguishes your company from other business partners • Backed by Sage Software’s commitment to high qualify curriculum standards • When and how to discuss training with your customers • Where to find information on your training services • Designate point person to call with Certified Trainer or training related questions

  16. Leverage Your Certified Trainer Status • Introduce training during the Sales Cycle • Promote your Certified Trainer Status • Develop a training plan that includes both classroom and one-on-one training elements • Educate customers on the benefits of both

  17. 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 949-450-3840celina.oliver@sage.com Leslie Burkes- MIP Fund Accounting 888-825-5647 ext 6162, leslie.burkes@sage.com Janet Moore SalesLogix 480-368-3815, janet.moore@sage.com

  18. Future Conference Call Schedule • All calls are held at 10:00am PDT • Wednesday, November 16th • Wednesday, February 15th

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