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Certified Trainer Conference
Call
August 26th, 2005
Introductions
 Introductions
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Julie Elm – Partner and Program Manager
Celina Oliver – Partner Certification Specialist
Janet Moore – Manager, Sage SalesLogix Training
Mike Long – Sage Abra HRSM Training Manager
Leslie Burkes – Director of Training & Professional Services, NonProfit Solutions
Today’s Objective
 Create a forum to communication and share information relative
to the Sage Software Certified Trainer (CT) Program
 Open to all Sage Software Certified Trainers
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Sage MAS 90 and MAS 200
Sage BusinessWorks
Sage MAS 500
Sage SalesLogix
Sage MIP Fund Accounting
Sage Abra HRMS
Sage PFW
 Today’s attendees include Certified Trainers affiliated with ATCs
and Certified Trainers affiliated with Business Partners
Today’s Agenda:
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How to become certified to teach additional classes
Overview of the Sage Software Certified Trainer Web Site
What are the Certified Trainer Reporting Requirements
Curriculum News
How to leverage your Certified Trainer Status
Who to contact at Sage Software with Certified Trainer related
questions
 Your questions and issues
How to Become Certified To Teach Additional Classes
Step 1
Submit Additional Certified
Trainer Application
Step 2
Purchase Trainer Curriculum
desired Course
Step 3
Pass Product Assessment
Step 4
Attend Product
Training Class
Certified Trainer Web Site
 Contains critical and timely information related to:
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Trainer Certification
Trainer and Student Curriculum releases
Classroom Tools
Certified Trainer Logos
Certified Trainer Program Guides
Certified Trainer Applications
Curriculum Order Forms
How to order Sage Software Course Curriculum
Where to find the latest Certified Trainer Tools and Resources
 Address: http://sagesoftware.com/education/
 Login: trained
 Password: toteach
Certified Trainer Reporting Requirements
 Fax or Mail within 10 days following the completion of training:
 Student Sign-in Sheets
 Student Evaluation Forms
 Separate forms for CTs vs. ATCs
 CTs use forms located on CT web site
 ATCs use forms located on ATC web site
MAS 90 and 200 4.10 Update
 Partner Workshop (Trainer Re-Certification Requirement)
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All Certified Trainers are required to attend
Limited seats in September!
Go to www.sagesoftware.com/education to register
Assessment to go out within 5 business days following completion
of class
 Assessments must be completed before Certified Trainer
Curriculum will be shipped
 Customer Workshops
 Start teaching after November 1, 2005
 4.10 Trainer Re-Certification must be completed prior to teaching
 All 4.10 release dates are posted on the web site
Sage Abra HRMS
 Closing Year End Now Available
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New CT Certification open to all Abra Payroll CTs
Train-the-trainer sessions beginning in October
Discounted curriculum and Year-End data
Contact Mike Long for more information and registration
 Curriculum Update
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Q4 data to be posted to CT website
Abra HRMS v8.0 to be released in Q4
Crystal v10 to be included with Abra HRMS v8.0
Abra Suite v7.4 to continue until further notice
Sage SalesLogix Certified Trainers
 Sage SalesLogix Certified Trainers – 30
 Curriculum Changes
 SalesLogix v6.2 Customer Service Student Guide
• Available September 1, 2005
• Price: $35 per manual
• Customer Service Trainer Guide to follow
 SalesLogix v6.2 End User Student Guide
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Rebranded for Sage Software
Available September 1, 2005
Price: $55 per manual
End User Trainer Guide in development
 No changes to Admin v6.2 Curriculum
SalesLogix End User Student Curriculum
 No new features - corrections and updates only
 Summary of changes posted on CT web site
 Updated PowerPoint slides – available Sept. 1, 2005
MIP Fund Accounting ERP Update
 Version 7 Trainer Re-Certification Requirement :
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Web classes for all certifications (Core, Payroll, AFM and Tech)
Limited seats in September!
Go to www.sagenonprofit.com/training to register
Assessment following completion of class
Assessments must be completed before Certified Trainer
Curriculum will be shipped
 Customer Workshops
 Version 7 Trainer Re-Certification must be completed prior to
teaching
Leverage Your Certified Trainer Status
 Commit to an annual training marketing plan
 Developed based upon what you know today
 Be open to changes
 Revisit quarterly
 Track your Results
 Costs
 Mailing codes/Promotional Codes
 Set up a “Jump Page”
Leverage Your Certified Trainer Status
 Market to Potential Students
 Your customers
 Businesses in your area using Best Software products
 Market to Past Students
 Follow-up “thank-you” for attending emails
 Include Next Step/Next Class with promotion
 Offer in-class specials
Leverage Your Certified Trainer Status
 Educate your entire company on what it means to be an
Certified Trainer
 How does this differentiate you from other Business Partners
• Illustrates a strong commitment to customer satisfaction
• Distinguishes your company from other business partners
• Backed by Sage Software’s commitment to high qualify curriculum standards
 When and how to discuss training with your customers
 Where to find information on your training services
 Designate point person to call with Certified Trainer or training
related questions
Leverage Your Certified Trainer Status
 Introduce training during the Sales Cycle
 Promote your Certified Trainer Status
 Develop a training plan that includes both classroom and oneon-one training elements
 Educate customers on the benefits of both
Certified Trainer Contact List
 [email protected] – central email box for all product lines
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Mike Long - Abra Suite
727-579-1111 ext 3380 [email protected]
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Celina Oliver - Sage BusinessWorks, Sage MAS 90 and MAS 200, Sage MAS
500 and Sage PFW and Sage BatchMaster
949-450-3840 [email protected]
Leslie Burkes- MIP Fund Accounting
888-825-5647 ext 6162, [email protected]
Janet Moore SalesLogix
480-368-3815, [email protected]
Future Conference Call Schedule
 All calls are held at 10:00am PDT
Wednesday, November 16th
Wednesday, February 15th