Sage CRM Bootcamp 2015 Welcome We are delighted you have joined us and we are really looking forward to working with you closely over the coming days. Sage CRM Bootcamp 2015 will provide the opportunity to further enhance your Sage CRM product knowledge and offer an unrivalled opportunity for you to network and share best practices with the Sage CRM team, Sage OpCo staff, and for the first year ever, the Sage CRM business partner community. In addition to over 40 hours of presentations from the Sage CRM team, you are invited to network with your colleagues and business partners from around the world at our organised entertainment on Monday, Tuesday and Wednesday evening. This is a great opportunity to experience some of the great things Dublin City has to offer. Enjoy!
We are delighted you have joined us and we are really looking forward to working with you closely over the coming days. Sage CRM Bootcamp 2015 will provide the opportunity to further enhance your Sage CRM product knowledge and offer an unrivalled opportunity for you to network and share best practices with the Sage CRM team, Sage OpCo staff, and for the first year ever, the Sage CRM business partner community. In addition to over 40 hours of presentations from the Sage CRM team, you are invited to network with your colleagues and business partners from around the world at our organised entertainment on Monday, Tuesday and Wednesday evening. This is a great opportunity to experience some of the great things Dublin City has to offer. Enjoy!
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Transcript
Sage
CRM
Bo
otca
mp
2015Welcome
We are delighted you have joined us and we are really
looking forward to working with you closely over the
coming days.
Sage CRM Bootcamp 2015 will provide the opportunity
to further enhance your Sage CRM product knowledge
and offer an unrivalled opportunity for you to network
and share best practices with the Sage CRM team, Sage
OpCo staff, and for the first year ever, the Sage CRM
business partner community.
In addition to over 40 hours of presentations from the
Sage CRM team, you are invited to network with your
colleagues and business partners from around the world
at our organised entertainment on Monday, Tuesday
and Wednesday evening. This is a great opportunity to
experience some of the great things Dublin City has to
offer.
Enjoy!
Dublin City Centre places of interest Trinity College Dublin (1) is Ireland’s oldest university
and was founded in 1592. The Library of Trinity College
contains over 4.5 million printed volumes and significant
quantities of manuscripts (including the Book of Kells),
maps and music.
St. Stephen’s Green (2) is a city centre public park,
adjacent to one of Dublin’s main shopping streets, Grafton
Street (3).
The National Gallery of Ireland (4) houses the Irish
national collection of Irish and European art. Founded in
1854, it is located on Merrion Square (5) beside Leinster
House - the building which houses Dáil Éireann (Irish
National Parliament).
Temple Bar (6) is an area on the south bank of the River
Evening entertainment Monday, February 16th 2015
Welcome reception sponsored by Enbu Consulting
Carton House Hotel Maynooth, Co. Kildare, Ireland
We kick off Sage CRM Bootcamp 2015 with a
welcome reception held in the beautiful Carton
House Hotel sponsored by Enbu Consulting.
Join us for an informal and relaxed evening and take
the opportunity to catch up with your colleagues and
business partner community. Sample some great
food and drinks before your busy days at Bootcamp
commence.
Tuesday, February 17th 2015
Johnnie Foxes Glencullen, County Dublin
We will meet at the hotel reception at 18.30 where
you will board a coach to the venue.
Situated in Glencullen on top of the Dublin
Mountains, Johnnie Fox’s is one of Ireland’s oldest
and most famous traditional Irish pubs. Join us at
the famous Hooley Night when your will experience
an evening of traditional Irish food accompanied by
live entertainment.
Wednesday, February 18th 2015
Guinness Storehouse St James’s Gate, Dublin 8
We will meet at the hotel reception at 18.30 where
you will board a coach to the venue.
Located in the heart of the St James’s Gate Brewery,
Guinness Storehouse is Ireland’s No. 1 tourist
attraction and has been the home of Guinness since
1759. Join us in the Arrol Suite for a great evening
sampling the very best of Irish produce in the heart
of Dublin.
Best of all? You will also have the opportunity to
pour your very own perfect pint of Guinness, and
receive a certificate to show your friends and family
back home!
Eating outThe following is a short list of restaurants located in
Dublin City Centre
- Dublin Wine Rooms: www.dublinwinerooms.com
- Fire Restaurant and Lounge: www.mansionhouse.ie/
fire-restaurant
- Farm: www.farmrestaurantdawson.com
- Il Primo Restaurant: www.ilprimo.ie
Liffey, which has preserved its medieval street pattern
of many narrow cobbled streets. It is promoted as
‘Dublin’s cultural quarter’ and has a lively nightlife that is
popular with tourists.
Dublin Castle (7), off Dame Street, was until 1922 the
fortified seat of British rule in Ireland. It is now used as
offices by the Irish government and is also home to the
Chester Beatty Library.
Stunning Christchurch Cathedral (8) with its remarkable
interior and fascinating crypt is located a few minutes
walk from St. Patrick’s Cathedral (9) which is the largest
church in Ireland with a 140ft (43m) spire, dating back
to 1191.
County Kildare places of interest The Irish National Stud and Japanese Gardens (1) are
renowned throughout the world and the finest of their
kind in Europe. The Gardens were created between
1906 and 1910 and are now admired by over 150,000
visitors each year.
Castletown House (2) is Ireland’s largest and earliest
Palladian style house. Built between 1722 and 1729 for
William Conolly, Speaker of the Irish House of Commons
and the wealthiest commoner in Ireland.
For a great day out, nestled within landscaped grounds
and presented in an authentic village environment,
Kildare Village Chic Outlet Shopping (3) is label heaven
where you will find over 60 internationally recognised
luxury brands along with great places to eat and drink.
Since 1934, Newbridge Silverware has been Ireland’s
premier designer and producer of homeware and
giftware products. Newbridge Silverware Visitor Centre
(4) is a contemporary shopper’s paradise, housing its
complete range of products and incorporating its award
winning Silver Restaurant with the famous Museum of
Style Icons on-site.
Recently voted one of the top ten worldwide golf resorts
by CNN, The K Club (5) is one of Europe’s finest
championship courses. Where else can you play a
venue that has hosted The Ryder Cup and 13 European
Opens?
Eating out in County KildareThe following is a short list of restaurants near the
Carton House Hotel:
- Anglers Rest: www.theanglersrest.ie
- Picaderos: www.picaderos.ie
- Avenue Café: www.avenuecafe.ie
- Stone Haven: www.stonehavenrestaurant.com
- K Thai - www.kclub.ie
Carton House Hotel Meeting points
Prior to our evening’s entertainment, please meet
at the hotel reception area no later than 18.30 each
Greytrix is one of the largest Sage Gold Development
Partner of Sage CRM globally and a preferred
destination for your ERP and CRM integration, and
outsourced Sage CRM Development/Programming
needs.
Our integrations, built on award winning GUMU™
integration framework, has more than 500 successful
installations which has established Greytrix as an
integration specialist in the Sage Community since 2002.
Major products being showcased in this event are Sage
CRM integrations with:
- Sage ERP X3
- Sage 100 ERP
- Sage 300 ERP
Exhibitors
- Sage 500 ERP
- Sage 50
Along with new cloud releases of Google Apps
integration with Sage CRM and Self Service Portal
for Sage CRM. Greytrix also invites Sage Partners to
have a discussion with regards to taking up turnkey
projects in Sage CRM for consulting, development and
implementation at one of the best costs, turnaround time
and quality.
Explore, share and grow together - Greytrix Sage CRM
Blog: www.greytrix.com/blogs/sagecrm
Sellmore
Sellmore is the leading Sage CRM Partner in Germany,
Austria and Switzerland. We have more than 10 Add-
ons that have been created exclusively for Sage CRM,
helping us and our partners to effectively sell Sage CRM
in the marketplace.
We mainly work with ERP Partners, Sage Midmarket and
Sage SMB in German speaking countries.
At Sage Bootcamp 2015, we will be exhibiting new or
updated Add-ons for Sage CRM, including:
- ProjectSuite (with resource management and time-
tracking)
- MarketingCenter
- SalesControl
- RoutePlanner
In Germany we are known for helping our customers with
their own individual programming requirements. Drop
buy our exhibition stand to view the many examples that
we have to demonstrate.
Visit our website: www.sellmore.de
TimeLinx
TimeLinx publishes Sage CRM web and mobile
applications that eliminate paper and multiple
applications to streamline the processes of:
- Managing staff work
- Jobs
- Projects
- Task management
This includes time and expense tracking with
scheduling and resource allocation for industries such
as manufacturing, field services, consulting services,
technology services and more.
Our products control complex rate and cost structure
calculations which will auto-post into Sage ERP systems
for invoicing, reimbursements, A/R, A/P, G/L and more
without re-typing.
Our clients are in 7 countries and range from 10 to 500
employees. More information at www.TimeLinxSoftware.
com or email to sagebootcamp15@timelinxsoftware.
com.
Sage CRM Bootcamp 2015
WELCOME RECEPTION - MONDAY 16TH FEBRUARY 2015
16.00 - 18.00 Registration
18.00 Welcome reception Kindly sponsored by Enbu Consulting
DAY 1 - TUESDAY 17TH FEBRUARY 2015
9.00 - 10.00 Registration
10.00 - 10.10 Welcome to Sage CRM Bootcamp 2015 Tom Nolan
10.10 - 10.30 Guest speaker Antoine Henry, Chair Sage CRM Governance Board, Segment Leader SMB Europe, CEO Sage France
10.30 - 11.00 Sage CRM business overview Padraig O’Neill, Sage CRM General Manager
11.00 - 11.30 BREAK
11.30 - 13.00 Growing your Sage CRM Business in 2015 Tom Nolan, Justin Mahon, Avril Crowley, Clare Cummins, Sean Mooney
13.00 - 14.00 LUNCH
COMMERCIAL STREAM PRODUCT STREAM TECHNICAL STREAM
14.00 - 15.00 14.00 - 15.30 How Sage CRM is helping small & medium sized businesses across the globe achieve their business ambitions David Beard, Marion Carr Hear first-hand how our customer panel are using Sage CRM in their business, and the benefits it delivers.
Sage CRM 7.3: Deep Dive Eoin Shanley A detailed look at some of the great new features in Sage CRM 7.3 including working with the new UI and tips around upgrading to it; setting up Email Marketing and running campaigns; and a look at the top Customer Enhancements delivered in the release.
Building custom dashboards Kaan Murison / Tom Nolan Sage CRM has a wealth of information inside it - see how you can build exceptional dashboards that surface critical business information for your customers
15.00 - 15.30 BREAK
15.30 - 16.30
Double session, commences at 16.00: How do I grow my CRM business? David Beard, David Riordan In this panel-led discussion with four leading CRM partners, we will investigate the key drivers, investments and decisions that partners need to make in order to substantially grow their CRM practices. A key focus will be on how we improve competency, increase capacity and enhance capability in Sage CRM.
Sage CRM 7.3: Business Accelerators Cormac Lyons Join us for a detailed session that explores the many Business Accelerators for Sales that are provided out of the box in Sage CRM 7.3. Get an understanding of what they do and the benefits they provide business owners and sales managers.
Client Side API Jeff Richards Sage CRM On-Premise and Cloud both have the new Client side API functionality, enabling customisation of the product either within the solution or using external code libraries. Come to this session to see what you can do.
16.30 - 17.30 Sage CRM Customisations - Tips & Tricks Kaan MurisonIn this session you will learn about the typical customisations implemented at customer sites and what Sage CRM customisation capabilities you can leverage to effectively align your customers business processes with Sage CRM.
Extending Fusion ChartsTom Nolan With the release of Sage CRM 7.2 and again with Sage CRM 7.3 the Fusion charts gadgets available have been greatly increased. Attend this session to see how you can make use of these charts to deliver the insight that customers need for their business.
18.30 - 24.00 Johnnie Foxes Hoolie NightBuses depart at hotel entrance at 6.30pm sharp
Welcome reception and Day 1
DAY 2 - WEDNESDAY 18TH FEBRUARY 2015
COMMERCIAL STREAM PRODUCT STREAM TECHNICAL STREAM
9.00 - 10.00 Double session, 9.00 - 10.30:Building a Successful Cloud CRM Practice Justin Mahon With more than 50% of new CRM sales in 2015 projected to be Cloud-based, being able to identify, convert, deliver and support Cloud CRM opportunities efficiently and profitably has never been more important. Getting started in Cloud can be daunting. This session, therefore, is designed to provide you with practical recommendations on how you can get up and running quickly; and, over time, build out a Cloud practice that will complement and enhance your on-premises business.
User experience Dorothy Ryan An overview of our UX strategy that takes you through how we are currently evolving our UX in line with industry trends and other Sage products. We will provide you with and overview of our UX vision for the future and how that will manifest itself across the application.
Double session: Sage CRM Technology Strategy Update Robert Marczycki / Sean Mooney / Anthony Brady / Alison McGuinness This session will give you an insight into the evolving architecture of the Sage CRM product and our vision for the future, focusing on our APIs and customisation frameworks.
10.00 - 11.00 What’s new in Cloud Philip Murray An overview of what’s new in Sage CRM 2014 R2 and what new features are coming in 2015 R1
11.00 - 11.30 BREAK
11.30 - 12.30 Successful CRM Lead Generation for your Business Marion Carr, David Riordan In this session we will focus on how a partner can build a lead generation engine within their business, and access some of the key marketing assets and campaign material available to support your Sage CRM lead generation activity.
Sage CRM 7.3: Mobile Eoin Shanley A walk through of all our Sage CRM 7.3 mobile offerings, including mobile apps and mobile web themes for Android, iPhone, iPad and Windows 8. The session will include demos and will cover customisation capabilities available with the various mobile offerings.
Sage CRM Builder Paula Egan / Catherine McLynskey Sage CRM Cloud now has a powerful entity builder, allowing you to build and customise entities that exactly meet the customers’ business needs, without the need for code! Come to the session and get a guided walkthrough of how simple it is to extend Sage CRM Cloud, and see real customer examples of the Sage CRM Builder in action.
12.30 - 13.30 LUNCH - Served in the Linden Tree Restaurant
Day 2 - Morning
DAY 2 - WEDNESDAY 18TH FEBRUARY 2015
COMMERCIAL STREAM PRODUCT STREAM TECHNICAL STREAM
13.30 - 14.30 Leveraging social media to market and sell Bryan Collins, Ciaran Regan, David Beard Social media is an increasingly important – and effective – sales channel for small and medium-sized businesses. In this session, we discuss why SMBs should build a presence on social media and create content that matters. We also explain how to maximise social selling opportunities through techniques like effective landing page design.
Project Managing a Sage CRM Implementation Jonathon Jack Managing a Sage CRM implementation and ensuring it stays on time and on budget can be challenging. Veteran Sage CRM implementers will take you through the steps you need to follow to ensure your Sage CRM implementatons are managed effectively.
Double session: S Data API overview Jeff Richards Get a jump start on developing with the new API for Sage CRM. Learn all about what SData is and how it works. Available today in the Sage CRM Cloud, this new API will allow full CRUD on all custom entities and later in 2015 full CRUD on all entities in the Sage CRM system. See how you can adapt your products to use this new API using detailed code examples.
14.30 - 15.30 Great sales practices used by your peers – following the sales funnel David Riordan / David Beard Learn from your peers – this session will show how leading Sage CRM business partners identify, qualify and WIN deals in their region.
Sage CRM Product Roundtable - Have your say Clare Cummins A round table discussion lead by the Sage CRM Product Management team that enables you to share useful information on how your customers are leveraging the power of Sage CRM and what features and functionality could be improved or added to better suit their needs.
15.30 - 16.00 BREAK
16.00 - 17.00 Get your deal over the line – Combatting no-decision David Beard, David Riordan Our research reveals that up to 70% of lost leads are due to project postponement or sticking with the status quo. In this session we will look at 5 reasons why buyers will reach ‘no decision’, and present some tools to combat each. These include sketching a basic business case, understanding how to bring out the “value” message, and supporting the pitch with strong metrics.
Sage CRM for X3 Tom Nolan An overview of our integration with Sage X3 that provides you with details of all of the benefits that the integration offers customers and a demo of how to work with the features.
Sage CRM E-Mail manager Rob Lawson Are you aware of the power of the Sage CRM Email Manager? Many customers use this to efficiently process leads cases and many other types of email and other communication. This session will walk you through how the email manager can be used and give you some innovative ideas as to how you can extend it for your customers.
18.30 - 23.30 Guinness Storehouse Buses depart at hotel entrance at 6.30pm sharp
Regional Breakout Sessions Tomcat Troubleshooting Robert Hurson Sage CRM now contains many features that use the powerful industry standard Java Tomcat server. Come to this session to ensure you know how to troubleshoot any issues that may arise using a simple 5 step process to diagnose and resolve the issues.
10.00 - 11.00 Regional Breakout Sessions
Regional Breakout Sessions Sage CRM integration to MS Exchange Kevin McNamee Sage CRM has a powerful and comprehensive integration to Microsoft Exchange. Come to this session and see the functionality in action, and understand how to configure and troubleshoot the integration. Session will include integration to Office 365 Exchange.
11.00 - 11.30 BREAK
11.30 - 12.30 Close up and wrap
12.30 LEAVING LUNCH
Day 3
Monday 16th - Welcome reception
- Departs Dunboyne Castle at 5.30pm sharp
- Return to Dunboyne Castle at 9.15pm sharp
Tuesday 17th - Full day including evening entertainment
- Departs Dunboyne Castle at 8.20am sharp
- Return to Dunboyne Castle on bus directly from
evening venue
Wednesday 18th - Full day including evening
entertainment
- Departs Dunboyne Castle at 8.20am sharp
- Return to Dunboyne Castle on bus directly from
evening venue
Thursday 19th - Half Day
- Departs Dunboyne Castle at 8.20am sharp
- Return to Dunboyne Castle at 2.15pm sharp
Additional information: Dunboyne Castle Hotel
Delegates staying at Dunboyne Castle Hotel can avail of a
free bus transfer to and from our event hotel each day. Bus
details are as follows:
Antoine Henry Chair Sage CRM Governance Board, Segment Leader
SMB Europe, CEO Sage France
Antoine was appointed CEO of Sage
France in January 2011. In the Leopard
project, Antoine is the SMB Market
Segment leader. He joined Sage
France in 1996 as Marketing Director, to
contribute to the merger of Saari and Sybel, rationalise
and reposition the product lines, and launch the Sage
brand in France. In 2001, he was appointed Managing
Director of Ciel. In 2005, he became Deputy Managing
Director of Sage France, accountable for Sage France
business from the very small businesses (Ciel) to SMEs,
including Professional Accountants, and for Sage
Belgium. Before Sage, Antoine spent the first 9 years
of his career at Apple France where he held several
marketing positions, before joining the Apple France
Board as Director of the “Apple Business Solutions”
Business Unit and then as Product Marketing Director.
Antoine has a « Maîtrise de Gestion » and a « DESS
Informatique de Gestion » at Paris Dauphine University.
Avril Crowley Head of Product Marketing and Management, Sage
CRM
Avril Crowley is Head of Product
Marketing and Management for Sage
CRM, based in Dublin. Avril and her team
lead the Sage CRM proposition, product
strategy, roadmap and user experience,
as well as the messaging, online marketing and global
campaigns for Sage CRM. Avril will be speaking at the
Plenary Session and the Commercial stream at the Sage