Stephen Smith's Blog

Musings on Machine Learning…

Posts Tagged ‘data cloud

Sage Mobile Sales

with 10 comments

Introduction

This is the third article in my series on Sage’s new Web and Mobile applications that were released at Sage Summit this year. Previously I blogged on our Sage Mobile Service iPhone Application and our Sage Billing and Payments Web Site.

For this article, I’m going to be looking at our new Sage Mobile Sales application. This application has two parts, an iPad native application for taking sales and a web site for managing inventory, customers and sales people.

This application enables sales people to show customers products right from a catalog on their iPad, they can review and edit customer information, they can create a quote and have it e-mailed to the customer, they can check product availability and they can enter an order and accept immediate payment.

Generally this application is best for salespeople working directly with clients to create a quote or order. It makes getting information on the items being sold easy as well as allows you to easily create the order.

The diagram below shows the mobile application interfaced to the Sage Data Cloud and the Sage Data Cloud connected to the on-premise ERP system to synchronize data. You can take credit card payments directly from the iPad or take orders on account. If you take the order on account then you can use the Sage Billing and Payments application to collect the money which is also shown connected to the Sage Data Cloud.

ERP-mobility-launch-graphic-ms

The iPad Application

The sales people will install this native iPad application onto their iPad from the Apple store. You can see the Apple store entry here. This application fully uses the capabilities of the iPad to make life as easy as possible for the sales people. Below is a screen shot of the customer list:

sms3

If you tap any of these customers then you will get more detailed information on that customer:

sms4

This includes their contact information as well as giving you their sales history.

Similarly you can get a list of inventory items and if you tap them you get detailed information on the item for sale:

sms5

Notice you see the price and the quantity available. You also get a number of photos of the item. You can immediately add it to a quote. You also see links to similar items.

The application is written in Objective-C and developed using Apple’s XCode integrated environment. Note that this application requires at least iOS 6, which means you need at least an iPad 2. If you need to be truly mobile, then you would need the cellular version of the iPad (rather than the Wi-Fi only one) and a mobile data plan.

The Web Application

You use the web application to manage your inventory, customers and sales people. The initial data is uploaded from your on-premise ERP system, but there is some additional data that you would want to add to make this a better experience. Further this is a good portal to get information on how your sales are going and how your sales people are doing.

Below is a screen shot of the inventory list screen:

sms1

From here you click on an inventory item to get more detailed information:

sms2

Here you do things like setup related items or add the item to a category (which makes browsing them on the iPad much quicker). You can also add more photos for the item. Generally these should be produced professionally and not just taken with your iPad camera.

For the Team, tab you can manage your sales team, set quotas and see how your sales people are performing against their quotas.

Connected to ERP

Like the other two mobile/web applications I blogged about, this one uses the Sage Data Cloud and will work with any ERP that is connected to this cloud. Currently that is Sage 100 ERP and Sage 300 ERP with Sage 50 ERP (Canadian and US) following shortly.

If you were to use all three of these application, you would still only use one connector which would synchronize ERP data to and from the Sage Data Cloud and would share common items like the customer master file.

Credit card processing is via Sage Payment Services so again everything here is synchronized between the ERP, Sage Payment’s virtual terminal and the Sage Data Cloud.

Summary

This iPad native application is a great way to enable a mobile sales team to interact with customer and build quotes and orders. It has many ease of use features that iPad users expect and fully integrates with your current Sage on-premise ERP system.

Sage Summit 2013

with 7 comments

Introduction

Sage Summit is our annual North American partner and customer conference. This year it was held at the Gaylord National Resort and Convention Center in Washington, DC. Sage rolled out many exciting new products, upgrades and services. As a blogger I’m glad that they’ve all now been announced since these will provide articles for months to come and I don’t have to hold back waiting for Sage Summit anymore. Most of the topics mentioned here quickly will be the topic for future much more detailed blog postings.

Keynotes

Pascal Houillon kicked off the opening keynote comparing the Sage journey to mountain climbing. Talking about teamwork and overcoming very daunting obstacles. There was also a lot of mention on progress with building the Sage brand in North America.

sage-summit-557x417

Included in the keynote were demos of some of Sage’s new mobile applications, showing people buying things from iPads, being dispatched to perform service work from their iPhone and entering construction time card data on an Android tablet. The best demo was Steve Malmgren demoing voice input on a Windows phone where he could just ask general questions with vague input data and get back meaningful answers. He could ask questions like “What’s the address of American in Milwaukee?” and get back the full company name, its address and go to a map to get directions. It was very impressive and the voice recognition worked really well considering the noisy conditions up on stage.

Then the keynotes broke out into several super-sessions. I attended the super-session on technology which was standing room only. This session outlined all our new technology initiatives and all the things that we were delivering now. These included several mobile native applications along with the announcement of the new Sage 300 Online. A lot of time was invested in explaining how the provisioning and signup processes worked and how ISVs can participate in the new Sage Data Cloud that is the backbone for all the new services.

Sage Mobile Applications

We previewed rough prototypes of a number of mobile applications at last year’s Sage Summit conference. This year we are releasing the real things. The first three mobile applications are Sage Mobile Sales, Sage Billing and Payment and Sage Mobile Service.

Sage Mobile Sales is an iPad native application for sales people, Sage Mobile Service is an iPhone native application for receiving service calls. Sage Billing and Payment is a web application for chasing down people who owe you money. All of these take credit cards for payment via Sage Payment Solutions.

Below are some screen shots to give a flavor of what they look like.

mobile1

Sage Data Cloud

All these Sage Mobile Applications are connected to the Sage Data Cloud. All the data required for these applications to run, as well as all the transactions they generate go through the Sage Data Cloud. The Sage Data Cloud is hosted in Microsoft Azure and is connected to your on-premise ERP system. Your on-premise ERP uploads to data to the cloud like customer and inventory information and then downloads transactions like orders and invoices. It is the glue that connects your on-premise ERP with the cloud world without requiring you to run a web server or any other special infrastructure.

sagedatacloud

Currently we have connectors to the Sage Data Cloud for Sage 100 ERP and Sage 300 ERP. With connectors to Sage 50 ERP (US and Canadian) to be available shortly.

Sage 300 Online

Sage 300 Online is our new cloud version. This runs Sage 300 ERP 2014 in the Microsoft Azure cloud. It is integrated with SageID and uses new virtualization technology to being an improved application experience.

The following is the web page that you would launch the Sage 300 ERP 2014 Desktop from or transfer data to/from the cloud.

s300online

Sage 300 ERP 2014

Sage 300 ERP 2014 is our new version that will be shipping in a couple of months. This version includes many user interface improvements in the main Desktop along with throughout many application screens. There is much more information on what people are doing in the system, improved visual process flows and a number of other improvements that people have been asking for.

Sage City

We introduced Sage City last year and have continued it this year due to popular demand. Sage City includes a keynote address for the Sage Customers, it then breaks up into networking/problem solving sessions where like-minded customers get together to jointly solve their problems.

Sage Marketplace Live Expo

Every year there is an exhibition hall which has booths representing all our main ISV partners. All the Sage business applications act as both a platform and a center for a whole ecosystem of products and services. These products range from small but useful utilities all the way up to major applications and all have the goal of seamlessly integrating with various Sage products. Many lunches, breakfasts and dinners were served here so that partners and customers could eat as well as have plenty of time to investigate all the various products that could make their lives easier.

Social Media

Like any conference, one of the goals is to promote the company and to generate coverage in the press. Besides getting articles written for various publications (mostly online), part of it is generating interest in the social media like Twitter, LinkedIn or Facebook. Seeing all the tweets by industry analysts as well as judging sentiment from the attendees by watching the twitter feeds. You can see this by searching for the hashtag #SageSummit. Often the twitter feeds were displayed on large screens for all to see. Plus Twitter is a great way of people to connect and exchange information. There was also a Sage Summit conference mobile application to show the conference agenda as well as allow people to connect and use social media. Plus points were awarded for using the app where people were competing for a prize.

Summary

Sage Summit 2013 was another enjoyable conference. It was a great opportunity to meet many partners and customers. To see all the great products our ISV community are working on. To see some products and people from other parts of Sage that I don’t normally interact with. Next year Sage Summit is in Las Vegas at Mandalay Bay on July 27-August 1, 2014.

Written by smist08

July 26, 2013 at 12:52 pm