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3/28/2017

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For internal use only

Our Customer Segments


Category outline:

The accounting category helps start ups and small businesses to better manage their

finances – both in the office and when they are on the move. At Sage, we understand

that no two businesses are alike. Their goals, ambition, people, and leadership define

them. We celebrate these differences and understand that the technology needs of

each business is different.

Our broad range of solutions means we are able to satisfy the differing needs of our client

base, from helping them to manage inventory, deal with cross-border trade, or integrate

their finances with Salesforce. Sage has spent more than 30 years at the sharp end of

accounting, and today we provide over 3 million growing and ambitious businesses, with

accessible, intelligent accounting systems and tireless support – helping them to simplify

their business finances and achieve their goals.

Accounting category, related products & solutions by segment

START

UPSage One / Sage 50c

SCALE

UPSage Live / Sage 50c

ENTERP

RISE

N/A

ACCOUNTINGCategory summary

How this category helps our customers:

Our accounting category solutions help our customers to:

- track cashflow, using real time, anywhere technology

- create invoices

- manage tax returns

- manage the books, invoices and payments

- automate orders and manage inventory within one solution

- create a single consolidated view across all trading locations

- manage multiple currencies, financial consolidation

- automate key processes

- increase accuracy of reporting, and freeing the business from red tape

- stay compliant with legislation

Fact sheet series: Accounting category

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People & Payroll category, related products & solutions by segment

START

UPSage One Payroll

SCALE

UPSage 50 Payroll

ENTERP

RISE

Sage X3 People, Sage People

PEOPLE & PAYROLLCategory summary

Fact sheet series: People & payroll category

Category outline:

This category is about helping HR and Payroll people rise to their challenges not

just about selling them software. Having people engaged and effective is a key to

growth & productivity and Sage is able to support managing people & payroll.

Our solutions can help business owners, HR, Payroll and Finance teams move

away from manual, towards automated, self-service processes, enabling accurate

and up to date insight to improve employee productivity.

Providing the to analyse and interrogate employee data to spot and explain trends

and to predict and model different business scenarios and outcomes –in real time

and on demand

A modern, people-focused HR system provides the tools to enable this, freeing the

HR team to provide a more strategic, impactful service to the business.


Our People & Payroll category solutions help our customers:

- be informed on industry news & trends + solutions software capabilities

- nurture, grow, retain and hire people, saving time and improving performance

- manage the workforce

- improve HR productivity with automation and integration tools

- gain better workforce visibility - make informed decisions about total workforce

- manage performance including appraisals and talent management

- stay compliant with HR regulation

- digitise payroll to eliminate errors, improve security & accuracy & save time

- access business insights around payroll, workforce performance and more


Category outline:

The payments category covers the management of payments in & out solutions for businesses.

We are a payments provider built around small businesses.

Payments has product lines which enable our customers to accept credit cards, debit cards and

other means of payment from their customers so they get paid quickly and securely for their

sales:

• SagePay Pi eCommerce Payment Gateway – enables customers to accept credit,

debit and digital payments online over their website or app

• F2F Card terminals - Allow customers to accept debit, credit and mobile (i.eApple

Pay) payments in their physical outlets.

• Merchant Acquiring – The service of processing the card transactions for the

customer and settling the money owed from their customers into their bank account

(merchant account)

Accept or make payments products & solutions by segment

START

UPSagePay PI, F2F Card terminals, merchant acquiring

SCALE

UP

SagePay PI, F2F Card terminals, merchant acquiring

ENTERP

RISE

SagePay PI, F2F Card terminals, merchant acquiring

PAYMENTSCategory summary


• Whether it’s receiving payments online, in-store, over the phone or via suppliers,

Sage has it covered.

• Sage Payment solutions also plug into Sage Accounts & Payroll software so that

customers can grow with us. Sage helps businesses pay, get paid and manage the

movement of money with the support of innovative payments technology.

• Payments is a key enabler for businesses to be able to run and sell their goods /

services!

• Payments lets customers accept card payments where they want to sell – online,

instore or over the phone

• Get paid quickly and securely

Fact sheet series: Payments category

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Category outline:

Sage business management solutions are ERP for the modern business, designed to

adapt to your changing needs.

Sage business management products cover scale-up and enterprise cloud business

management solutions; integrating all of the core business process you need—from

procurement to manufacturing, warehousing, sales, customer service, accounting and

financials. Combined with versatile deployment (private cloud, partner-hosted, cloud,

and cloud enabled) and purchasing options, Sage covers full ERP functionality without

ERP complexity.

In short, Sage business management solutions make it easier to run your business

faster by reducing complexities and increasing usability

Business management solution category, products & solutions by segment

START

UPN/A

SCALE

UPSage 200 Extra / Extra Online

ENTERP

RISE

Sage X3

Business Management Solutions (BMS)Category summary


Our Sage BMS category solutions help scale-up and enterprise customers to:

• Serve customers better: increase employee responsiveness and accelerate

issue resolution with faster, simpler access to information.

• Leverage ready-to-use industry best practices

• Adapt to change and easily scale operations, wherever your business takes

you

• Get instant insight when you need it: self-service, mobile access to data

• Share a common, integrated view of the business: 360 view of operations. • Simplify reporting, increase adoption by users, simplify IT management

• Run your entire business faster (accelerate core business processes, end to

end).

• Stay lean / Reduce overhead costs

Fact sheets series: BMS category


Category outline:

Accountants and bookkeepers are experiencing such seismic changes in

their industry. Cloud technology is transforming the role from one of

managing the books, to financial and business advisor.

To remain competitive, and meet the needs of their clients, accountants

and bookkeeps must change. Sage helps accountants to reach their

aspirations – whether that’s to grow their practice, add new services,

provide better customer service or be more efficient.

Sage lets accountants stay firmly in control as their practices adapt to the

new era.

Accountant category, related products & solutions by segment

ACCOUNTANT

Sage Live

Sage One Partner Edition

Sage Accountant Cloud

Sage Match

ACCOUNTANTCategory summary


Our accounting category solutions help our customers to:

- offer their customers the very latest technology

- attract new customers to their practice

- free up time to focus on offering new services

- provide even better customer service

- better manage their practice - from time management to billing and

everything in between

- provide the best support for customers

- be a part of something bigger – a network of accountants, all under the

partner program where they’ll receive additional support to succeed with

Sage

Fact sheet series: Accountant category

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Summary overview – Sage One helps a customer: Sage has helped small businesses reach their aspirations for over three decades. Over 3 million

entrepreneurs use Sage to run and build their companies of all sizes around the world.

Sage One is the perfect online accounting and payroll solution for small businesses. It’s simple, efficient, and makes accounting a breeze, allowing business

owners to focus on what they love: building their businesses. The Sage One mobile and web apps help users complete daily to-dos (expenses, invoicing,

bank reconciliations), nail their numbers (get their accounting done right the first time), and run their businesses like pros (send custom invoices, see

insightful reports, collaborate with staff and accountants).

Simpler than spreadsheets, Sage One is the easiest, essential cloud accounting solution for small businesses.

What it offers and the benefitsFeatures Benefits

Mobile (free) and Web (paid) Apps All these features combine to provide these four benefits:

Integration with Pegg

Sales and Purchase Invoicing

Expense Management

Reports and Insight

Connect Your Bank

VAT Returns

Multiuser

Cashflow Forecasts

Cashflow Statements

Web, chat, and phone support

Segment Relevant

Start up Yes

Scale up No

Enterprise No

Sage OneProduct summary

Simple & Easy to Use

Get up and running fast with

Sage One’s intuitive interface.

No more spreadsheets as you

effortlessly track income and

expenses.

Breeze through admin


Sage One’s intuitive interface.

No more spreadsheets as you

effortlessly track income and

expenses.

Run your business like a pro

Create and email custom

invoices from anywhere with the

mobile app and always know

where you stand with insightful

reports.

Collaborate and nail your

numbers

With accounting and invoicing

this simple, getting it done right

is easy. And you can work with

your staff or accountant directly

in the app.

Product fact sheet: Sage One

ACCOUNTING CATEGORY

Price Typical

Business Size

Fully

Online

Multi-

Currency

Number

of users

Sage One:

Start

£3 per

month

0

(Sole Traders)

a - 1 user

Sage One:

Accounting

£10 per

month

1-20

(Employees)

a Unlimited

Users


Summary overview - How Sage 50c Accounts helps a customer:

Sage 50c Accounts is simple to use, trusted and reliable accounts software that combines the power and productivity of desktop software with the flexibility

and automation of the cloud; giving Small/Medium Sized Businesses total control of their business.

With in-depth invoicing, order processing, inventory and reporting; Sage 50c Accounts is a powerful yet flexible solution that delivers fast, simple and easy

processing. All backed up with solid compliance, a friendly, award winning, expert support team and seamless integration with Payroll, Payments and

Microsoft Office 365.

Everyday a staggering 3.5m people around the world trust Sage 50c Accounts to generate over 12m invoices, worth over £1.9bn. For many of these heroes

of our global economy, they’ve built and grown their business around Sage 50c Accounts; and it’s been their trusted technology for many years.

What it offers and the benefits

Features Benefits

Simple, reliable,

trusted, compliant

accounting software

Sage 50c is the same tried, tested, reliable software that you’ve built your business around… just

better. Based on your feedback… we’re speeding up, automating and making easier the things

you use everyday. That’s smart improvements, without disrupting the way you work.

Powerful control over

your business

Get total control over your business and make better, faster decisions with smart, simple yet in-

depth performance dashboards & reporting, financials, invoice/order processing, inventory, taxes,

and cash-flow management.

Turbo-charge your

productivity

Take the pain out of running your business and focus more on what matters with a fast user

interface and effort-busting features like email integration, direct bank feeds, mobile apps,

document storage, and secure cloud-access.

Freedom to work how

you want

Work how and when you want, including real-time collaboration with colleagues and your

accountant, with secure cloud and mobile access giving you anywhere, anytime access to your

business data, performance, contacts, records, documents and key tasks.

Your Office… where &

when you need it

Office 365 is included with 50c; giving you the latest desktop & cloud versions of the Office apps

you love plus powerful collaboration tools like business-class email, 1TB cloud storage and

exciting communication tools like HD Video Conferencing.

What are the natural fit products which integrate with Sage 50c

Sage 50 Payroll

Sage PaySage Payments

Sage CRM

Segment Relevant

Start up Yes

Scale up Yes

Enterprise No

Product fact sheet: Sage 50c Accounts

Sage 50c AccountsProduct summary

ACCOUNTING CATEGORY

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Summary overview - How Sage Live helps a customer:

Sage Live is a cloud accounting solution that empowers business builders to achieve their ambitions by reducing the time spent on low-value tasks and

giving them actionable insights to help grow their business profitably. Sage Live is the most powerful, customizable, and cost-effective born-in-the-cloud

accounting solution in the market delivering a 360 view of your business and your customers. It saves businesses precious time, cut costs, achieve

compliance, and deliver prescriptive business insights no matter where they are.

By offering full integration with Salesforce and thousands of other business apps, Sage Live enables businesses to benefit from a single unified and up-

to-date source of information so they can more efficiently manage their business.


Features Benefits

Eliminates low-value tasks to save time

Automates data inputs from fragmented (and siloed) data sources to eliminate data errors

Makes it easy to access all financial-related information in one place

Let’s you stay on top of your business even when out of the office and on the go

Helps you plan ahead, delivers powerful insights

to run your business better and maximize

profitability Automates the entire order-to-cash workflow

Let’s you see a customer-level transaction history to understand who your best customers are

Improves the productivity of your Sales team, by

giving them the ability to process Sales invoices on the go and collaborate on team dashboards.

• A single view of the business

• Access all key data in one place

• Real-time decision making

• Live newsfeeds and notifications

• Analyze up-to-date client data, metrics, and KPIs at a

glance through customizable real-time scoreboards

• Multi-dimensional general ledger

• Reports and dashboards can be presented from

multiple perspectives like territory, team, project, etc.

• Personalize to suit your business

• Access key performance indicators that are most

important to their business

• Share and receive business information with teams

from any device (through Chatter)

• Global accounting

• Multi-lingual and compliant

Sage Live target customers

Segment Relevant

Start up No

Scale up Yes

Enterprise No

Product fact sheet: Sage Live

Sage LiveCategory summary

High-growth Services-based (ex: Consulting Firms), finance, insurance,

real-estate, technology, healthcare and non-profit organizations.

Salesforce CRM customers in the SMB segment

Outgrowing entry-level fixed accounting solutions such as Xero,

QuickBooks.

Ready to graduate from Sage One or move to a cloud solution from Sage

50.

Customer who want more flexibility around how they run their business

but don’t want expensive cumbersome enterprise software.

Demanding to do more while on the go and need a solution that works on

their mobile devices.

Spread across multiple locations and/or countries.

In need of an accounting solution that plugs into other cloud services.

The ideal company size is in the 10-200 employees range, though the product can scale higher as the company grows.

ACCOUNTING CATEGORY

Price Typical

Business

Size

Fully

Online

Multi-

Currency

Number

of users

Sage Live Call us on

0800 376

0000

10-200 a - Unlimited


Summary overview - How Sage Intelligence helps a customer:

Sage Intelligence has changed how Sage customers run their businesses, giving them insightful reports, dashboards and KPI’s at the click of a button. Gone

are the days of spending hour upon hour creating manual reports that are prone to errors. With the flexibility of Sage Intell igence, customers can get started

straight away with the ready-to-use reports, or they can create or customize additional reports once, and they are then always available going forward.

Now business builders have the insights they need to make informed business decisions with confidence!


Benefits

• Gain Control – Enjoy the freedom of customizing your reports and dashboards to suit your business needs.

• Save time – You only need to customize reports once.

• Take action – Use specific information to make smart business decisions and act on them.

Features (Sage Intelligence has a cloud and a desktop solution available)

Cloud Solution

• Interactive in-product guide and videos to get you started

• Ready-to-use financial reports

• Easily create custom reports from scratch

• All reports can easily be customized, saved and rerun

• Import and Export functionality allows you to share report

layouts with others

• Download online reports to Microsoft® Excel®, retaining

your online formatting

• Data load automatically loads your data for the current and

prior year, but you can easily change this as required

• Sage Live & X3 customers can filter reports on dimensions

Desktop

• Ready-to-use financial and operational reports

• Automated report distribution

• Familiar Excel viewing and tools

• Drag and drop reporting functionality

• Reporting Trees allow you to model a reporting

structure and view your organization how you choose

• Interactive dashboards

• Multi-company and multicurrency consolidation

• Able to connect to any ODBC database

• Easy filtering and roll-up summarization

Product fact sheet: Sage Intelligence

SAGE INTELLIGENCECategory summary

Sage start up, scale up and enterprise solutions looking for a day-to-day

reporting solution that can give them insights into their business, helping

them make more informed business decisions.

Sage Intelligence is embedded with:

- Sage One U.K and International (Coming soon for U.S. and Canada)

- Sage 50c U.K (Coming soon for U.S. and Canada)

- Sage Live

- Sage 300c

- Sage X3

Sage Intelligence is bundled with the follow Sage desktop solutions:

- Sage Pastel

- Sage 50

- Sage 100

- Sage 100 Construction

- Sage 300

- Sage 500

- Sage X3

Sage Intelligence target customers

Segment Relevant

Start up Yes

Scale up Yes

Enterprise Yes

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Sage One Payroll is the quick, easy, low-cost and worry free way to pay your employees

Designed for micro and small businesses with 1 to 25 employees

Perfect for payroll novices….with Sage One Payroll you’ll be paying employees in minutes whilst saving time and money

Features Benefits

Simple 4-step pay run - Effortlesly automate payroll

calculations and pay your employees in just minutesAll these features combine to provide these four benefits:

Print payslips, P60s and payroll reports for your

business. No need for special stationery.

Real time information (RTI) - Submit your PAYE

and National Insurance data to HMRC in just a

click.

Easy corrections - Sage One helps you prevent

and correct errors easily, just amend a previous pay

run and we'll handle the adjustments for you.

Workplace pensions made easy - We'll count you

down to your staging date, guide you through

preparation, then automatically assesses your

workers.

Seamless compliance updates with no software to

install

24/7 UK Based Phone & Email Support

Segment Relevant

Start up Yes

Scale up No

Enterprise No

Sage One PayrollProduct summary


Get up and running fast with Sage

One Payroll – no need to be a

payroll expert. Regular pay runs

can be completed in four simple

steps, in a matter of minutes

Confidently Compliant

Sage has over 30 years payroll

experience, and 1 in 3 employees

in the UK are paid by Sage Payroll

solutions. You can be confident

you’re compliant with latest

legislation

Run your business like a pro

Pay your employees on time and

accurately. Communicate with

employees with professional

payslips and auto-enrolment letters

sent directly from Sage One Payroll

In control, wherever you are

You can access Sage One Payroll

and do a pay run online from any

device or location. If you need

support from your accountant they

can also access your data from

their own practice at any time.

Product fact sheet: Sage One Payroll

PEOPLE & PAYROLL CATEGORY

What are the natural fit products which integrate with

Sage One Payroll

Sage One

Sage Pension PlayPen

Sage Employee Benefits

Price Number of

employees

Online

Access

In-house

or

outsource

Multi-user

available

Sage One

Payroll

From £2.50

per month

Up to 25 a In-house -


Sage 50 Payroll is hassle-free payroll designed to support you in keeping your business productive, compliant and your employees motivated.

Designed for small businesses with 5-500 employees.

Sage 50 Payroll is the is the ideal solution for business owners, office managers, bookkeepers and accountants alike, who need to manage the payroll for

over 5 employees.

Features Benefits

HMRC compliance guaranteed: HMRC-recognised software ensures you

stay up-to-date and fully compliant with the latest payroll and pension

legislation, including workplace pensions – Auto Enrolment and RTI.

Optional pensions module also available.

All these features combine to provide these four benefits:

Taking care of your employees: you can securely store employee

information, efficiently manage holidays and record custom absence

types.

Get started quickly and easily: You don’t need to be a payroll expert, or

hire one to use it. It also integrates with Sage 50 Accounts and Sage

Payments.

Simple, online payslips: that can be accessed by your employees

anytime, anywhere and on any device.

Pay employees straight from your software: With Sage 50 Payroll and

Sage Payments you can pay employees direct from your payroll software.

Make sense of your data: Sage 50 Payroll includes a range of tools and

customisable reports to help you to make sense of your data, drill down

easily to the information you need and quickly spot mistakes.

Help and support from the experts: Even though our payroll software is

easy to use, we understand you might need a helping hand now and then.

Sage 50 Payroll is backed by market-leading support, giving you access

to our payroll expertise through webinars, chat, community and

telephone.

Segment Relevant

Start up No

Scale up Yes

Enterprise No

Sage 50 PayrollProduct summary



software to suit your level of

expertise. You don’t need to hire a

payroll expert for your small

business; and for a bigger business

with payroll/HR experts it will suit

your expertise and experience

Confidently Compliant

Sage has over 30 years payroll

experience, and 1 in 3 employees

in the UK are paid by Sage Payroll

solutions. You can be confident

you’re compliant with latest

legislation

Put your employees first:

Create confident, motivated

employees when you pay your

employees on time and accurately.

Your employees can access their

payslips directly from any device,

anywhere and anytime. Plus

securely store employee

information, efficiently manage

holidays and record custom

absence types.

Hassle-free payroll

Let our software do the hard work

for you, no matter how large or

complex your payroll is. Sage 50

Payroll automatically calculates

wages, allows for easy set-up and

customisable deductions. Plus the

complementary, compatible and

consistent products and services

available can help create a joined

up business view

Product fact sheet: Sage 50 Payroll


What are the natural fit products which integrate with

Sage 50 Payroll

Sage 50c Accounts

Sage Pensions Module

Sage Pension PlayPen

Sage Employee Benefits

Sage Online Payslips

Sage Payments

Price Number of

employees

Online

Access

In-house

or

outsource

Multi-

user

available

Sage 50

Payroll

From

£20.00 per

month

Up to 500 - In-house a

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Sage People is One single, scalable, and integrated solution to accelerate all HR processes across the organization.

Simple access to powerful reporting and analytics data, to maximize workforce hiring, retention and growth

Single database to manage dispersed employees while helping to ensure compliance globally

Features Benefits

Core HR:

• People management – store and analyze personal and work details including qualifications, skillsets and

mandatory training compliance

• Self-service portal – empower employees to manage and update their information.

Sage People can benefit your business by:

Payroll:

• Automated process – gain complete control over the payroll process to deliver accurate and timely

payments including reimbursements, accruals and advances

• Compliance – quickly navigate local laws and restrictions to ensure compliance with local tax rules and

regulations

Talent Acquisition:

• Resource planning – sync your hiring plans with real-time organization visibility, projection analysis, what-if

modelling and comprehensive reporting

• Recruitment – gain full visibility of talent pool and leverage multi-channel sourcing, social recruitment, job

board posting, Google search and post code radius searches

Talent Management:

• Talent management – identify, manage, develop and retain key people leveraging a full- featured talent

management toolset

• Performance management – support a wide range of frameworks, from simple real-time feedback and

instant recognition to formal goal-setting and performance reviews

HR Planning:

• Resource planning – create secure and multiple organizational models based on real-time business needs

and what-if scenarios

• Salary planning – reduce the time and complexity of compensation planning using external data for

comparative purposes, or let the system make recommendations for you

Sage PeopleProduct summary

Running your HR operations fastSimplifying your workforce

management

Flexing and adapt to your evolving needs and business scale

Product fact sheet: Sage People



Summary Overview: How can the Sage 50 Payroll Pensions Module help a customer?


Features Benefits

Assess your workforce & automatically enrol your eligible job

holders: Assesses against Automatic Enrolment legislation and

automatically categorises employees into Eligible, non-eligible

and Entitled job holders.

Automates the process, saving you valuable time. Without

the Pension Module you would need to run several reports to

get this information EVERY time you pay your employees.

Communication and Record Keeping: Workers must be advised

of all changes in writing to comply with legislation. The pension

module sends out the RIGHT letter for the RIGHT people at the

RIGHT time.

Saves time and eliminates the risk of mistakes. Ensures you

comply with legislation to avoid costly fines. The module

keeps records of all communications which you must keep

for 4-6 years.

Review your Pension Arrangements: Employers must have a

qualifying pension scheme in place by their staging date. You

can set up and manage an unlimited number of qualifying

pension schemes

Just a few clicks and the Pension scheme is set up saving

valuable time.

Contribute to workers’ pensions & pay your pension provider:

the module gives this information in the correct format.

The format will save you time and give you peace of mind

knowing your contributions will be accurate.

Automatic EnrolmentProduct summary

Product fact sheet: Sage 50 Payroll Pensions Module

Segment Relevant

Start up Yes

Scale up Yes

Enterprise No


Which products can the module integrate with?

Sage 50 Payroll

It allows our customers to understand and implement Auto Enrolment in minutes rather than months with the Pensions Module:

•Manage complex legislation

•Assess your entire workforce

•Automate data, payments and communications as specified by the Pensions Regulator

•Manage processes associated with your staging date

•Automatically send pensions data and payments

•Access Sage Pension Data Exchange

Other products and solutions available to help with your

Automatic Enrolment:

Local Training:

• Automatic Enrolment Seminar

• Sage on Site Support

• Local Accountants Training

• Auto Enrolment Seminars for Business Partners

Online Training:

• Remote Training

• Virtual Classroom

• On-demand Webinars

• E-Learning

• Online Accountants Training

• Online Business Partner Training and Accreditation

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Summary overview – How Sage Employee Benefits will helps a customer:

• SAGE Employee Benefits is a comprehensive package of products and services that bring additional

benefits to your employees, over and above their salary

• The benefits platform is intuitive, and easily accessible for small and medium sized businesses in the UK. It

works on desktops, tablets and smartphones – iOS notifications can be sent to employees with iPhones

• Sage Employee Benefits is designed especially for the SME market, works alongside Sage Payroll 50 and it

provides benefits that work how employees expect.

• Increase employee productivity

• Reduce cost of National Insurance for employer and Tax for employee

• Intuitive interface and can be accessed 24/7

• Fast to integrate so the customer can get up and running quickly

• No set up / upfront costs

• Monthly rolling contract no long tie ins and can change tier as often as needed


What product is required for Sage Employee Benefits

Sage Payroll

Segment Relevant

Start up Yes

Scale up Yes

Enterprise Yes

Product fact sheet: Sage Employee Benefits

Sage Employee Benefits (SEB)Category summary

PAYROLL CATEGORY

Features Benefits

Protection for accidental death Cover for the unexpected when you need it in the event of accidental

death

Mobile and web optimised interface Easy to use and available on all devices 365 days a year

Leisure & Holiday savings Savings for you and the family for the treats outside of work

Free confidential support 365 days a

year

Giving both telephone and face-2-face advice and counselling when

life throws one of it’s challenges

Employer system for MI Easily see where employees are saving and how the portal is used

Shop n Save discounts Access to high street discounts that aren’t available to the general

public which could save employees over £1,300 per annum

Please be aware, as the Sage Employee Benefits package contains

elements of insurance, it is a regulated product. This means the

package (just like Sage Payments) is regulated by both

the Prudential Regulation Authority (PRA) and the Financial

Conduct Authority (FCA).

As this is a regulated product there are some things you are unable to

do unless you are accredited to sell SEB, you are unable to do the

following :

Make recommendations or advise as to whether the product meets

the customer’s needs

Talk about specific features within hospital plan, accidental death &

dismemberment plan

Discuss pricing, special offers or discounts

If the customer requires more SEB specific information, transfer them

to the dedicated SEB team.

Cross sell question :

Do you have any kind of Employee benefits package / rewards that you

provide above employees salary?


Summary overview - How Online Payslips help a customer:

With Sage Online Payslips, we are helping our customers by removing a potentially time-consuming process of producing payslips manually, and

offering them a completely flexible, easily accessible and time-saving solution.

By hosting employee payslips online, you no longer need to spend time and money printing and posting your payslips. Instead, you can simply upload

and publish your employee payslips on our secure portal, which can be accessed 24/7.

What it offers to Employers and the benefits

Features Benefits

Automated payslips Remove the manual process and costs associated with the

printing and posting of payslips

Seamless integration It’s part of your payroll product, with the flexibility to access

payslips anywhere, on any device

Securely hosted with 24/7 Access Peace of mind that your employee payslips are hosted securely

online, and accessible anytime / anywhere

Payslip History Quickly and easily manage historic payslips queries – you can

even upload old payslips* to the online portal (* counts towards

Online Payslips allocation – check subscription)

Communication Important messages can be sent out to all employees via portal

Verification Employers have option to check payslips prior to publishing

Environmentally Friendly Be more green by reducing carbon footprint

What are the natural fit products which integrate with Online Payslips

Sage 50 Payroll

Segment Relevant

Start up Yes

Scale up Yes

Enterprise No

Product fact sheet: Online Payslips

Online PayslipsCategory summary


Features Benefits

24/7 Access Employees’ payslips are available to them quickly

and easily via PC, mobile or tablet

Self Serve Employees no longer need to request duplicate

payslips from the payroll department, they can self-

serve instead

What it offers to Employees and the benefits

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Summary overview - How SagePay Pi helps a customer:

SagePay Pi enables businesses to accept credit and debit card payments from their customers on the web, mobile or over the phone.

With market leading integration into their website, it lets our customers control the flow of their checkout, creating a great user experience for their

customers and increasing sales conversion.

• Increase customer conversion for their online sales

• Reduce the burden and cost of PCI compliance, the management of customer card data

• Create awesome customer UX for their online store

• Fast to integrate so the customer can get up and running quickly


Features Benefits

Two types of integration with In-form and drop

in checkout

Designed for developers, the two integration options

give customers the flexibility to design a great UX,

quickly with a higher level of control

Mobile and web optimised payment pages Enable customers to sell over the channel of their

customer’s choice, so they don’t lose sales

MySagePay (Back end admin and reporting

tool)

Simple to use and saves time in management of

payments

Accepts all major payment types (Visa,

MasterCard, Amex)

Never lose a sale by ensuring our customers can

accept all the cards their customers choose to use

Tokenisation (Enables one click payments –

think Amazon buy it now button)

Increase customer conversion and, ultimately, online

sales

Virtual terminal (process sales over the

phone)

Process over the phone payments included in the price

for the eCommerce gateway

What are the natural fit products which integrate with SagePayPi

Sage One, Live, 50c, X3 (excludes Sage 200)Sage Payment solutions also plug into Sage Accounts & Payroll software

Segment Relevant

Start up Yes

Scale up Yes

Enterprise Yes

Product fact sheet: Sage Pay Payment Integration (PI)

SagePay Pi (E-commerce payment gateway)Category summary

Other products and solutions available from Sage Pay:

Payments has product lines which enable our customers to accept credit cards,

debit cards and other means of payment from their customers so they get paid

quickly and securely for their sales:

• SagePay Pi eCommerce Payment Gateway – accept credit, debit and digital

payments online over their website or app.

• Face to face (F2F) Card terminals - Allows customers to accept debit, credit

and mobile (i.eApple Pay) payments in their physical outlets.

• Merchant Acquiring – The service of processing the card transactions for the

customer and settling the money owed from their customers into their bank

account (merchant account).

PAYMENTS CATEGORY


Summary overview - How our F2F Card terminals help customers:

Our suite of face-to-face card terminals enables our customers to accept card payments in-store and on the move, securely and quickly. From simple terminals

which sit separately from their till systems to terminals which connect and integrate with their instore ePoS, we have a product to suite each customer’s

business model.

• Speed up payment in-store with contactless, Apple and Android pay

• Easily get up and running with software which integrates into their till systems in a matter of days, or for small merchants, use a plug and play

terminal

• Our terminals can link into to all the major card processors so customers can choose who they want to use, including us

• PCI compliant solution so customer card data is full protected


Features Benefits

Stand alone terminals which connect by plugging into an internet

connection or phone line (Start up & Scale up)

Easy to get started and quickly take card payments. No need for sophisticated till software

Integrated terminals (Scale up and Enterprise) into the customers till

system

Manage the payments through the till, reducing errors and time taken to pay and works with most major till

software, easily integrating into their ecosystem

Contactless, Apple Pay and Android Pay Speeds up payments instore

Accepts all major payment types (Visa, MasterCard, Amex, Diners, JCB) Never lose a sale by ensuring our customers can accept all the cards their customers choose to use

Dynamic currency conversion and tax free shopping Drives more sales from international visitors as they have option to pay in their home currency and reclaim tax

Countertop and Wireless terminals Option of terminal types to suite their business – countertop for retailers, wireless when they need to take payment

to the customer (i.e. restaurant)

Product fact sheet: Face-to-face Card TerminalsFace-to-face Card TerminalsCategory summary

Segment Relevant

Start up Yes

Scale up Yes

Enterprise Yes

PAYMENTS CATEGORY

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Summary overview - How our Merchant Acquiring helps customers:

Merchant acquiring takes the card transaction at point of sale, processes it (authenticates the transaction) and takes the funds and deposits them into the

customers merchant bank account, which will then settle into their main bank account. It is core to enabling customers to accept card payments from their

customers

• Reliable, secure and fast, customers get their funds within 3 days

• Unlike competitors, we have no hidden fees so customers know exactly how much they’ll pay for their merchant acquiring


Features Benefits

Process all major payment types (Visa, MasterCard, Amex, Diners, Union Pay) Never lose a sale by ensuring our customers can accept all the cards their customers choose to use

Processing for F2F, online and phone transactions The card processing covers all the channels our customers do business

Fast on boarding- streamlined on boarding process so can be within 24 hours Get up and running fast

No minimum activity fee Small business know they wont be penalised for small / no activity

No hidden fees Customers know exactly how much they’ll pay with no nasty surprises when then get their bill

Product fact sheet: Merchant Acquiring (Card Processing)Merchant Acquiring (Card Processing)Category summary

Segment Relevant

Start up Yes

Scale up Yes

Enterprise Yes

PAYMENTS CATEGORY


Summary overview - How Sage 200 helps a customer:

For customers seeking a powerful solution to enhance visibility, improve integration and grow their business. Able to manage complex processes across

all departments (Finance, Operations, Sales, Payroll & Payments) with affordable payment options. Online or on premise solution available. Sage 200

offers customers a complete view of their business performance across front and back office, delivering complete end-to-end visibility and data they can

trust. Our flexible range of solutions are easy to use, highly adaptable and deliver the insight that customers need to run and grow their business.

Ideal for 10-200 employees and up to 50 users. With automating work-flows and business wide, market leading software, you can work faster and smarter

with seamless connections between all departments and ensuring your business runs smoothly and effectively.


Features Benefits

Get key business insight Improve your financial and operational performance with quick and

easy access to detailed reporting and key business insight.

Complete view of your customers With a complete view of your customer activity, you will gain

enhanced business insights and increase the productivity of your

team and grow your business.

Use visibility to drive profits Use real-time information about the volume and value of trade in

your company to identify sales patterns and cross-sell opportunities

Business-wide, market leading software A single desktop solution to manage complex processes across

your entire business.

Automating work-flows Work faster and smarter as automating work-flows seamlessly

connect all departments, ensures your business processes run

smoothly and efficiently.

Easily customisable solution Easily customisable to fit the needs of your business. You’ll get

direct support from Sage, complimented by our national network of

Business Partners

What are the natural fit products which integrate with Sage 200

Sage 200 Range includes:- Sage 200 Standard online

- Sage 200 Extra

- Sage 200 Extra Online

Integration with:- Sage Payroll

- Sage Pay

- Sage CRM (Extra only)

- Various 3rd party applications

available through business

partners. Excelerator and Sage

Inventory Adviser available on

the Sage price list.

Segment Relevant

Start up NO

Scale up YES

Enterprise NO

Fact sheets series: Sage 200

Sage 200Product summary

BMS CATEGORY

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Summary overview - How Sage CRM helps a customer:

Sage Integrated CRM solution connects directly with Sage Accounting solutions such as Sage 100, 200 and 300

It provides full visibility to business owners and managers of their business by connecting their front office with their back office.

Sage Integrated CRM is highly adaptable with its modular solution and its unique CRM modules for Marketing, Sales and Customer service

By connecting Sage CRM with Accounting, Sage customers are empowered to grow their business as they

1. Enable their teams to provide superior customer service & increase customer satisfaction by up to 25%

2. Empower their business to sell more efficiently and market more effectively with efficiency gains of 60% and plus

3. Drive productivity by automating day-to-day business processes so they spend less time on administrative tasks leading to a productivity uplift of >40%

4. Bridge information gaps between departments with enhanced visibility impacting the bottom line positively with Sage customers stating incremental revenue growth of 60%


Features Benefits

Case management and tracking with automated alerts and emails

ensure that customer service issues never fall through the cracks.

Improved customer service by providing companies with the tools

they need to manage their customers and prospects efficiently,

driving customer loyalty and retention.

Automating work-flows that seamlessly connects one department to

the next ensures your business processes run smoothly and

efficiently.

Greater productivity With accurate information across the

business (front and back office) business managers can be

confident that they are acting on data they can trust at all times –

one version of the truth.

Sales Force Automation functionality allows you to effectively

manage your sales team and gives complete pipeline visibility.

Enhanced visibility Business-wide visibility enables managers to

make informed decisions, take corrective action and grow their

business effectively

With an integrated solution, you will be able to create targeted

campaigns based on customer information and deliver a better

return on your marketing budget.

Business growth Increased sales and marketing revenue through

focused sales management and campaign management.

What are the natural fit products which integrate with Sage CRM

Sage 200

Segment Relevant

Start up No

Scale up Yes

Enterprise No

Sage integrated CRMCategory summary

Product fact sheet: Sage Customer Relationship Management (CRM)

CRM CATEGORY


Market positioning / sales messages about the product

Positioning Theme: ”Drive your Business growth” - The target market is both existing and new BMS customers across all industries. The market opportunity exists for both cross-sell

(as integrated Sage CRM) and upsell (as integrated Sales, Marketing, Service BMS modules) to existing Sage customers and to new Sage customers.

Sales messages

1. Our solutions bring together business, finance and customer information for a complete view of your business performance across front and back office.

2. With reliable sales information available at a glance, you can be assured you are acting on the right information at all times.

3. Data you can trust and the visibility you need to make crucial decisions that have a big impact on your business.

4. Be confident that your customers are getting the answers they need when they need them.

5. With better insight, you know where your business stands and have the visibility to make the right decisions and grow their business.

6. With the right processes in place across your sales, marketing and/or service departments, you can be confident they can scale their business effectively as they grow.

7. Leverage your existing Sage BMS investment across your business, for increased ROI, and a lower TCO than disparate, multi-vendor systems, saving you time and money.

How it compares to other market offerings

Why this is better than a competitors Is this unique to Sage product?

Extension of Sage BMS Integrated CRM/integrated modules are an extension to your Sage BMS

investment, driving increased ROI, and a lower TCO than disparate, multi-vendor

systems.

Trusted Brand For over 30 years our customers have been using Sage BMS to run their finance

operations. Sage BMS Sales, Marketing and Service modules or integrated CRM

is the clear choice for your sales, marketing and service needs as your business

grows.

End-to-end visibility Offer customers a complete view of their business performance across front and

back office and delivers one version of the truth – data you can trust

Flexible choice Choose from fully-featured integrated CRM or Sage BMS Sales, Marketing,

Service modules to suit your business needs

One Sage Solution With Sage, you benefit from a single provider that can help manage your entire

business (front and back-office) saving you time and money

What are the natural fit products which integrate with Sage

CRM

Sage integrated CRMProduct summary

Sage 200

Product fact sheet: Sage CRM

Segment Relevant

Start up No

Scale up Yes

Enterprise No

CRM CATEGORY

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Solution positioning

Sage X3 is changing how midsize enterprises compete and grow,

by delivering faster, simpler and flexible business management,

at a fraction of the cost and complexity of typical enterprise ERP

systems. From procurement to warehousing, production, sales,

customer service and financial management, it introduces a better

way to manage the entire business, on a global scale.

Segment Relevant

Start up NO

Scale up NO

Enterprise YES

Key benefits Supporting features

A solution to accelerate

the entire supply chain

The integrated management of financial, purchasing, inventory, marketing, sales, and customer

service processes.

A solution for more

flexible manufacturing

processes and capacity

The flexible management of production processes (ATO, MTO, CTO, MTS) from planning and

scheduling to quality control, incl. extensive traceability from the procurement of material &

ingredients to shipping the final goods

A faster way to manage

distributed and global

operations

The management of multi-site, inter-company financial and operational flows, the management

of international transactions, consolidation of foreign operations, financial reporting and global

compliance, with one cohesive system.

Faster insight and

flexible data management

The consistent monitoring of performance and costs across the entire business, and powerful

analytics in real time.

A simpler Cloud and

mobile solution

The full access to the solution as service in the Cloud and on mobile devices, for easier

collaboration across the business, and simpler IT management

Flexible support of

industry processes

Flexible customization of business processes and workflows, and integration with vertical ISV

applications

Faster payback Affordable deployment, quick productivity gains and proven cost savings

Top complementary products integrating with Sage X3

Product Description License

Sage Intelligence Financial reporting Sage

Sage Enterprise

IntelligenceBusiness Intelligence OEM

Sage E-commerce E-commerce OEM

Sage Data

Management &

Analytics

Data warehousing, multi-

source modelling and

analytics

OEM

Sage Inventory

AdvisorInventory forecasting OEM

Sage Geode WMS Sage

Sage People People management OEM

Supply chain

management

Production

management

Financial

management

Cloud

and mobile

Sage X3

Product fact sheet: Sage X3

BMS CATEGORY

Documents

Our Customer Segmentsfiles.wegbox.com/sage/summit2017/files/Product Overview.pdf · your business Get total control over your business and make better, faster decisions with smart,