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2015 Inspire Tour: Would your business benefit from a mobile strategy?

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Jeremy Ploessel

The document discusses how mobile technology can benefit businesses. It notes that mobile device usage is growing rapidly while desktop usage is declining. Having a mobile strategy can help businesses by allowing sales reps to close more deals on the go, improving employee responsiveness, and enabling file sharing and time tracking from anywhere. The document promotes Sage's mobile apps for CRM, sales, service, file sharing, and time entry as ways for businesses to leverage mobile functionality.

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Would your business benefit from a mobile strategy?
#InspireTour Why Mobile?
It’s a mobile world… +76% 0 500 1000 1500 2000 2500 #InspireTour 3 Mobile phones Tablets Desktop computers 2017 2014 ‐10% +10% million units “70% of business decision makers are looking to leverage mobile technology to make their workforce more productive, more predictable, and their business leaner and more profitable.” (Gartner – 2013)
People love mobile and it’s not expected to slow down 2013 2015 2017 #InspireTour At the end of 2013, there were more mobile devices on Earth than people. Mobile apps will out number PC apps Devices used in business Will be a tablet Mobile devices open 48% of email 1 in 3 Millennials would prioritize social media freedom device flexibility and mobility over salary when accepting a job Tablets and smartphones account for 87% of Internet connected devices sold Apple sold 5 million iPhone 5S in the first 24 hours 98Billion apps downloaded Expected tablet shipments 350 Million units to 1/5
…mobile technology enables your reps to sell more… ??% more quota achievement with mobile capabilities1 Source: Aberdeen Group, Sales Mobility, 2012 #InspireTour
…mobile technology enables your reps to sell more… 43% more quota achievement with mobile capabilities1 Source: Aberdeen Group, Sales Mobility, 2012 #InspireTour
…and improve employee responsiveness and issue resolution. Increased employee responsiveness and decision making speed #InspireTour 7 76% 59% 47% 46% 43% Faster internal issue resolution Increased worker productivity Faster customer issue resolution Improved customer satisfaction Typical benefits resulting from deploying mobility solutions (Forrester Research – 2012)
Mobile is everywhere • 4 billion people worldwide own a mobile device • How many people worldwide own a toothbrush? #InspireTour
Mobile is everywhere • 4 billion people worldwide own a mobile device • 3.5 billion people worldwide own a toothbrush #InspireTour
In 5 years, 46% of the workforce will be Millennials #InspireTour
Why are we here? Mobile can help your business Quickly & securely share files, pictures, videos.. #InspireTour Automate Time Entry Enable your reps to close more and larger deals
#InspireTour Mobile CRM
Web and mobility help you close more and larger deals #InspireTour Sage CRM Hot lead from website just appeared! Prep for next customer meeting Sage CRM
Web and mobility help you close more and larger deals Sage Mobile Sales Build bigger order Impress customer Automatically place order in Sage ERP #InspireTour Sage CRM After closing the KIT deal who do I contact next? Our rep is now ready to visit customer and close the deal
Who is closing the most deals and who needs help? See how your reps are performing against their forecast. #InspireTour
#InspireTour Mobile Sales
#InspireTour Sage Mobile Sales Close business 17 Place quotes and orders, take payment, and invoice using Sage Billing and Payment.
Sage Mobile Sales Give your salespeople the information they need #InspireTour Access past quotes and orders, customer contact details, and sales history.
Sage Mobile Sales Present a visual catalog #InspireTour Use multiple images to bring your products to life and offer “add-on,” “accessory,” and “substitution” products.
#InspireTour Sage Mobile Sales Close business Place quotes and orders, take payment, and invoice using Sage Billing and Payment.
#InspireTour Mobile Service
Sage Mobile Service Connect your services more streamlined with mobile ticket processing* #InspireTour 11/10/2014 Analyst / Media Briefing - Sage Connected Services & Mobility © 2014 Sage. Proprietary and confidential. 22 * Source: Technology Services Industry Association (TSIA), 2012
Get more repeat business and referrals #InspireTour
#InspireTour 24 View schedule Update Work Order Get customer sign off
#InspireTour Sage Secure Files
Sage Secure Files Information sharing helps you get more done in less time Quickly & securely share files, pictures, videos.. #InspireTour
Sage Secure Files Keep your knowledge current #InspireTour Quickly push files to your sales team Push files to your CPA CPA
Secure Files Customer Folders and Report Distribution Integration with Sage ERP creates file template #InspireTour Integration pushes invoices etc. to customer folder for anytime/anywhere access Report posted to folder notifies user ERP pushes reports to folder
Secure Files Mobile Sales and Service Sales Rep synchs signed orders, and invoices to customer’s Mobile Sales folder #InspireTour Service Rep uploads photos and signed work orders to customer’s Mobile Service folder
Secure Files Auto-copy System Backups and Security #InspireTour Securely store copy of backup off‐premise Quickly see who has access to which folders, or change access rights Remove user, device and delete files from their device
Sage Time Time Entry that works for you #InspireTour
Sage Time: Time Entry that works for you #InspireTour
“We spend 4 to 5 hours per pay period moving data from Excel into Sage Payroll” #InspireTour
Today vs. Tomorrow #InspireTour Time clocks Time sheets Excel
What could cloud and mobile time mean for you? #InspireTour Employers can see location of employees Employees can be prompted to clock in/out based on their location
Sage mobile solutions enable your success today and in the future #InspireTour Get more done in less time by sharing files with internal and external users Easily track time anytime anywhere and automatically update your payroll module Close more & bigger deals while impressing customers Empower your service technicians to deliver a great customer experience.

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2015 Inspire Tour: Would your business benefit from a mobile strategy?

  • 1. Would your business benefit from a mobile strategy?
  • 3. It’s a mobile world… +76% 0 500 1000 1500 2000 2500 #InspireTour 3 Mobile phones Tablets Desktop computers 2017 2014 ‐10% +10% million units “70% of business decision makers are looking to leverage mobile technology to make their workforce more productive, more predictable, and their business leaner and more profitable.” (Gartner – 2013)
  • 4. People love mobile and it’s not expected to slow down 2013 2015 2017 #InspireTour At the end of 2013, there were more mobile devices on Earth than people. Mobile apps will out number PC apps Devices used in business Will be a tablet Mobile devices open 48% of email 1 in 3 Millennials would prioritize social media freedom device flexibility and mobility over salary when accepting a job Tablets and smartphones account for 87% of Internet connected devices sold Apple sold 5 million iPhone 5S in the first 24 hours 98Billion apps downloaded Expected tablet shipments 350 Million units to 1/5
  • 5. …mobile technology enables your reps to sell more… ??% more quota achievement with mobile capabilities1 Source: Aberdeen Group, Sales Mobility, 2012 #InspireTour
  • 6. …mobile technology enables your reps to sell more… 43% more quota achievement with mobile capabilities1 Source: Aberdeen Group, Sales Mobility, 2012 #InspireTour
  • 7. …and improve employee responsiveness and issue resolution. Increased employee responsiveness and decision making speed #InspireTour 7 76% 59% 47% 46% 43% Faster internal issue resolution Increased worker productivity Faster customer issue resolution Improved customer satisfaction Typical benefits resulting from deploying mobility solutions (Forrester Research – 2012)
  • 8. Mobile is everywhere • 4 billion people worldwide own a mobile device • How many people worldwide own a toothbrush? #InspireTour
  • 9. Mobile is everywhere • 4 billion people worldwide own a mobile device • 3.5 billion people worldwide own a toothbrush #InspireTour
  • 10. In 5 years, 46% of the workforce will be Millennials #InspireTour
  • 11. Why are we here? Mobile can help your business Quickly & securely share files, pictures, videos.. #InspireTour Automate Time Entry Enable your reps to close more and larger deals
  • 13. Web and mobility help you close more and larger deals #InspireTour Sage CRM Hot lead from website just appeared! Prep for next customer meeting Sage CRM
  • 14. Web and mobility help you close more and larger deals Sage Mobile Sales Build bigger order Impress customer Automatically place order in Sage ERP #InspireTour Sage CRM After closing the KIT deal who do I contact next? Our rep is now ready to visit customer and close the deal
  • 15. Who is closing the most deals and who needs help? See how your reps are performing against their forecast. #InspireTour
  • 17. #InspireTour Sage Mobile Sales Close business 17 Place quotes and orders, take payment, and invoice using Sage Billing and Payment.
  • 18. Sage Mobile Sales Give your salespeople the information they need #InspireTour Access past quotes and orders, customer contact details, and sales history.
  • 19. Sage Mobile Sales Present a visual catalog #InspireTour Use multiple images to bring your products to life and offer “add-on,” “accessory,” and “substitution” products.
  • 20. #InspireTour Sage Mobile Sales Close business Place quotes and orders, take payment, and invoice using Sage Billing and Payment.
  • 22. Sage Mobile Service Connect your services more streamlined with mobile ticket processing* #InspireTour 11/10/2014 Analyst / Media Briefing - Sage Connected Services & Mobility © 2014 Sage. Proprietary and confidential. 22 * Source: Technology Services Industry Association (TSIA), 2012
  • 23. Get more repeat business and referrals #InspireTour
  • 24. #InspireTour 24 View schedule Update Work Order Get customer sign off
  • 26. Sage Secure Files Information sharing helps you get more done in less time Quickly & securely share files, pictures, videos.. #InspireTour
  • 27. Sage Secure Files Keep your knowledge current #InspireTour Quickly push files to your sales team Push files to your CPA CPA
  • 28. Secure Files Customer Folders and Report Distribution Integration with Sage ERP creates file template #InspireTour Integration pushes invoices etc. to customer folder for anytime/anywhere access Report posted to folder notifies user ERP pushes reports to folder
  • 29. Secure Files Mobile Sales and Service Sales Rep synchs signed orders, and invoices to customer’s Mobile Sales folder #InspireTour Service Rep uploads photos and signed work orders to customer’s Mobile Service folder
  • 30. Secure Files Auto-copy System Backups and Security #InspireTour Securely store copy of backup off‐premise Quickly see who has access to which folders, or change access rights Remove user, device and delete files from their device
  • 31. Sage Time Time Entry that works for you #InspireTour
  • 32. Sage Time: Time Entry that works for you #InspireTour
  • 33. “We spend 4 to 5 hours per pay period moving data from Excel into Sage Payroll” #InspireTour
  • 34. Today vs. Tomorrow #InspireTour Time clocks Time sheets Excel
  • 35. What could cloud and mobile time mean for you? #InspireTour Employers can see location of employees Employees can be prompted to clock in/out based on their location
  • 36. Sage mobile solutions enable your success today and in the future #InspireTour Get more done in less time by sharing files with internal and external users Easily track time anytime anywhere and automatically update your payroll module Close more & bigger deals while impressing customers Empower your service technicians to deliver a great customer experience.