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SAN Member Impacts
Sage Business Management System - "Atlas"
We are excited about the launch of our new business management system
(also known as "Atlas") that will integrate our sales, marketing, and
support systems with our accounting, reporting, and other back-office
systems to provide a common platform across Sage North America. This
will allow us to better serve our partners and customers and provide a
consistent experience across products, business units, and geographies.
The next milestone of this project will come with the launch of our systems that support the following products: |
- Sage Peachtree
- Sage ACT!
- Sage Timeslips
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Our internal systems and the Partner and Customer Portals go live on February 28, 2011.
In addition to the new look, feel, and functionality of our Partner and
Customer Portals, you will also see changes in forms, processes, and
policies. The information below provides the details of how this may
impact your business:
Summary of Change |
Detail |
New 10 digit partner ID |
Partners will receive a new 10 digit partner ID and can login to the new
Partner Portal using the logon and temporary password that will be
provided. This new ID number will be the account number you will use when
contacting technical support and sales and will replace your old
account number for these product lines. |
Browser support for new Partner and Customer Portals |
Browser support for the new Partner and Customer Portals is restricted
to Internet Explorer (with support of IE 6,7, and 8) as some of the
portal functionality will not be available through other browsers. |
New security for Sage Partner Portal |
There are three levels of security within the Sage Partner Portal:
- Manager
- Employee with Buy/Sell
- Employee
The primary contact for each partner will be assigned as the Manager
which is the highest security level. The Manager has administrative
rights to make changes and set security levels for other contacts. This will be covered in detail during the Partner
Portal training in February and March. |
| Account information |
Basic
account information is available to partners, including address and
contact information, partner contacts, products owned, service
contracts, support tickets, and transactions.
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| Online quotes and orders |
Online quote and order functionality is not enabled with this rollout
and is being considered for a future release.
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| SAN renewal |
All SAN member renewals should continue
to be placed at http://store.sageaccountantsnetwork.com/osb
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General requests and support requests |
Partners will now be able to use the new Partner Portal to log general
requests and support requests. A general request is a non-technical
request and a support request is technical product inquiry. General
requests are automatically routed to the appropriate department and
function within Sage based on the type of request. |
| Enhancement requests |
Product Enhancement Requests can be entered in a general request on the Partner and Customer Portals.
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Visibility into support tickets
|
Partners
will have the ability to view their support tickets on the Partner
Portal whether submitted directly on the Partner Portal or through
Technical Support.
|
Additional partner forums |
Effective February 28, 2011, partners can access additional forums on
the Partner Portal. Access will vary by product line and partner type. |
| Central knowledgebase |
Knowledgebase articles for all Sage products will be accessible in one
location as each business unit goes live on our new system. Access to
the knowledgebase articles and content will not require an additional
logon process.
|
Advanced Partner Portal search capability and automatic email updates |
Partners can search the Partner Portal knowledgebase and access to
content will be made available based upon their product authorizations,
including advanced search capabilities. Automatic updates are
emailed to partners who subscribe to content
when that content changes. |
Payroll tax table updates |
Payroll tax
table updates can be downloaded from the knowledgebase. Due to the fact
that this is a common download, a quick link will be provided on the
home page of the Partner Portal. Payroll tax table updates for Sage Peachtree can be done through the product itself.
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| Reporting capabilities |
Multiple
reporting capabilities exist in the Reporting Center, including account
activity details, account activity summaries, and more. Only those
individuals with the CP Manager role assigned will have access to the
Reporting Center. We encourage you to attend one of the training
courses offered for the Reporting Center to learn how to take full
advantage of these reports.
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| If I have questions who can I contact? |
We
encourage you to continue working with your respective Sage partner
representative. Additionally, you can utilize our Partner Portal email
(partner.portal@sage.com) for any questions, comments, and/or concerns. |
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