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Sage CRM Solutions 2010 Strategy



Larry Ritter
Senior Vice President, Global Product Management,
Global CRM Division
Executive Summary


    Sage CRM Solutions 2010 Strategy will….

    •       Build on Sage’s customer base, distribution channels, and product
            brands

    •       Differentiate the Sage CRM Solutions family in the global
            marketplace

    •       Create strategic synergies among Sage’s existing CRM, ERP, and
            vertical products

    •       Deliver near-term customer benefits starting in CY 2008


2       Sage: Investor & Analyst Day - July 2008
Three Key Drivers



                                                Customer
                                               Interaction
                                                  Model




             Performance                                           Drive
             Enhancement
               Strategy
                                                                            CRM Market
                                                                           Segmentation



                                                 Buyer Influence




3   Sage: Investor & Analyst Day - July 2008
Solutions Aligned with Customer’s CRM Vision


                                   Customer                                         Sage CRM Solutions
                                  Interaction
                                    Models

                                                                                          CRM
Performance                                         Drive                   Drive
Enhancement                                                  CRM Market                 Back-Office
  Strategy                                                  Segmentation



                                          Buyer                                         Front Office
                                        Influence

                                                                            Drive
                                                            The Emergence
                                                              of CRM 2.0
                                                                                     Contact Management




4   Sage: Investor & Analyst Day - July 2008
Key Strategic Objectives

    •      Optimize the Sage CRM Solutions family against a business
           requirements-driven segmentation model

    •      Differentiate the Sage CRM Solutions family against three critical
           dimensions
           - Interoperability between Contact Management and CRM
             -  Anywhere workforce experience with combinations of
                applications/services, on-demand/on-premise
              - End to End Solutions spanning the front and back office


    •      Implement a comprehensive technology strategy that leverages
           standards and emerging trends, including Web 2.0



5       Sage: Investor & Analyst Day - July 2008
Interoperability and Migration




Individual & Departmental Team




Cross-Departmental Collaboration




6    Sage: Investor & Analyst Day - July 2008
Anywhere Workforce Experience
                                                                      On-Demand




                                                                      On-Premise




                                               Rich User Experience


7   Sage: Investor & Analyst Day - July 2008
Connected Front and Back Office
    Back Office




       Sales




    Marketing                Service &
                              Support

8    Sage: Investor & Analyst Day - July 2008
Sage CRM Solutions 2010 Strategy At-A-Glance
      CRM
      Suite
                                                              B            Sage CRM Solutions                C
                                                              Anywhere Workforce               Connected Front
                                                              - Applications/Services,          and Back Office
                                                                On-Demand/On-Premise
                                                              - Rich user Experience
         Functionality




                                               B Sage CRM
                                                  Sage
                                                  Solutions       C
                                                                       A    Interoperability


     Point
    Solution


                         Data Exchange                 Multi-Application Integration                Embedded Processes
                                                                                                         & Suites
                                                              Contact Management and CRM 
                                                              vendor clusters
9   Sage: Investor & Analyst Day - July 2008
2010 Technology Strategy Elements
                                                Anywhere Workforce   Connected Front/
     Interoperability
                                                Experience           Back Office




10   Sage: Investor & Analyst Day - July 2008
Strategic Benefits

               Customer                                  Sage                 Partner

      • Purpose-built solutions                 • Scale economies       • Knowledge re-use
      • Ultimate flexibility                    • Human capital         • Customers for life
        (software + service +                     optimization
                                                                        • Cross-sell, up-sell
        interoperability)
                                                • Channel utilization     revenue
      • Investment protection
                                                • Time-to-market        • Passive revenue
      • Total-cost of                                                     stream (OD services)
                                                • Customers for life
        ownership
                                                                        • Business expansion
                                                • Cross-sell, up-sell
      • Ease of business                                                  (adjacent markets)
                                                  revenue
        (Simplicity)
                                                • New, service-based
                                                  revenue streams



In a world of hype…Sage CRM Solutions 2010 Strategy is a Powerful, Pragmatic Vision
11   Sage: Investor & Analyst Day - July 2008
Global CRM




                                                Q&A



12   Sage: Investor & Analyst Day - July 2008

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Crm

  • 1. Sage CRM Solutions 2010 Strategy Larry Ritter Senior Vice President, Global Product Management, Global CRM Division
  • 2. Executive Summary Sage CRM Solutions 2010 Strategy will…. • Build on Sage’s customer base, distribution channels, and product brands • Differentiate the Sage CRM Solutions family in the global marketplace • Create strategic synergies among Sage’s existing CRM, ERP, and vertical products • Deliver near-term customer benefits starting in CY 2008 2 Sage: Investor & Analyst Day - July 2008
  • 3. Three Key Drivers Customer Interaction Model Performance Drive Enhancement Strategy CRM Market Segmentation Buyer Influence 3 Sage: Investor & Analyst Day - July 2008
  • 4. Solutions Aligned with Customer’s CRM Vision Customer Sage CRM Solutions Interaction Models CRM Performance Drive Drive Enhancement CRM Market Back-Office Strategy Segmentation Buyer Front Office Influence Drive The Emergence of CRM 2.0 Contact Management 4 Sage: Investor & Analyst Day - July 2008
  • 5. Key Strategic Objectives • Optimize the Sage CRM Solutions family against a business requirements-driven segmentation model • Differentiate the Sage CRM Solutions family against three critical dimensions - Interoperability between Contact Management and CRM - Anywhere workforce experience with combinations of applications/services, on-demand/on-premise - End to End Solutions spanning the front and back office • Implement a comprehensive technology strategy that leverages standards and emerging trends, including Web 2.0 5 Sage: Investor & Analyst Day - July 2008
  • 6. Interoperability and Migration Individual & Departmental Team Cross-Departmental Collaboration 6 Sage: Investor & Analyst Day - July 2008
  • 7. Anywhere Workforce Experience On-Demand On-Premise Rich User Experience 7 Sage: Investor & Analyst Day - July 2008
  • 8. Connected Front and Back Office Back Office Sales Marketing Service & Support 8 Sage: Investor & Analyst Day - July 2008
  • 9. Sage CRM Solutions 2010 Strategy At-A-Glance CRM Suite B Sage CRM Solutions C Anywhere Workforce Connected Front - Applications/Services, and Back Office On-Demand/On-Premise - Rich user Experience Functionality B Sage CRM Sage Solutions C A Interoperability Point Solution Data Exchange Multi-Application Integration Embedded Processes & Suites Contact Management and CRM  vendor clusters 9 Sage: Investor & Analyst Day - July 2008
  • 10. 2010 Technology Strategy Elements Anywhere Workforce Connected Front/ Interoperability Experience Back Office 10 Sage: Investor & Analyst Day - July 2008
  • 11. Strategic Benefits Customer Sage Partner • Purpose-built solutions • Scale economies • Knowledge re-use • Ultimate flexibility • Human capital • Customers for life (software + service + optimization • Cross-sell, up-sell interoperability) • Channel utilization revenue • Investment protection • Time-to-market • Passive revenue • Total-cost of stream (OD services) • Customers for life ownership • Business expansion • Cross-sell, up-sell • Ease of business (adjacent markets) revenue (Simplicity) • New, service-based revenue streams In a world of hype…Sage CRM Solutions 2010 Strategy is a Powerful, Pragmatic Vision 11 Sage: Investor & Analyst Day - July 2008
  • 12. Global CRM Q&A 12 Sage: Investor & Analyst Day - July 2008