Sage Partner Competencies - Demonstrating that you're ready to deliver for your customers - PracticalTek
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Sage Partner
Competencies
Demonstrating that you’re ready to
deliver for your customers
For Sage colleagues and Sage partners only
Getting started
Let’s work together to promote your skill
sets and ability to deliver successful
customer outcomes.
Steps to take
You may already qualify for one or more of these competencies if your consultants have completed training
from Sage University and have proven success with customers. Reach out to your Sage Partner Account
Manager or Customer Success Manager about your qualifications.
We recommend the following steps to acquire your company competencies:
1
Consider which competencies speak to opportunities for your
business and align with your partnership agreement with Sage.
Discuss the competencies with your Sage Partner Account
2 Manager or Partner Success Manager as part of your business /
success plan, including the commitment of resources.
3
Nominate the minimum number of staff needed to complete
the certification learning paths to achieve your company
competency award.
4
Once all requirements are confirmed as having been met, with
the help of your Account Manager, engage the local program
team to issue your company recognition.
Sage Partner Competencies 2
Sage ERP competency
This competency demonstrates that your team has the wide range of skills
necessary to advise, implement, and support customers in using ERP software
to drive their business.
Give customers the confidence that you can
connect their processes and deliver on all the Applicable products
benefits that Sage X3 promises including:
• Integrated management for all their business Applicable products (as Sage X3
processes. available in Region)
• Real-time access to the data that provides Min. # of
essential insights into the business. Certifications
people
• Faster, simpler, and more-flexible production,
financial, and supply chain management. Sales Consultant 1
Requirements for this competency Presales Consultant 1
Your team must have at least four individuals who
among them, collectively cover all of the listed Sage X3 Functional Consultant 1
certifications. A team member can have multiple – Financials
certifications.
Learning path, individual course details, and any Sage X3 Functional Consultant 1
applicable conditions (for example, certificate – Distribution
renewal requirements) are outlined in Sage
University, and may be subject to update. Sage X3 Functional Consultant 1*
– Manufacturing*
Sage X3 Technical Consultant 1
Sage X3 Implementation 1
Project Manager
Designing Crystal Reports for 1
X3 (Badge)
Sage Enterprise Intelligence 1
(Badge)
Customer satisfaction Min. # of
references
References of similar 2
installations and/or two sales/
installations of Sage X3-based
solutions
* Manufacturing only required for partners with manufacturing customers
Sage Partner Competencies 3
Sage X3
Cloud-Hosted
specialization
This specialization is for partners who have achieved the ERP competency and
as part of their business model, host Sage X3 in a data center and deliver it to
customers on a subscription basis.
This demonstrates that your hosting environment
meets Sage requirements and industry Applicable products
expectations for security, robustness, and
resiliency. Applicable products (as Sage X3
available in Region)
Requirements for this competency
Qualifying for this competency involves Prerequisite
completing a questionnaire, evaluation by Sage
and if necessary, follow-up to confirm that you
meet or exceed the standards. We aim to inform You must also hold the ERP certification.
you within 15 working days of the outcome. If you
have not met all the criteria, we will provide details Proof of qualification
on the actions you need to complete. You can
choose to address any gaps identified and re- Complete a Sage-provided security and service
submit. The questionnaire is available from Sage level questionnaire, providing appropriate
X3 Product Marketing. evidence regarding the hosting data center.
These requirements include areas such as:
We will review the specialization status annually
and may ask you to demonstrate that status has • Data center security policies.
not changed and you still meet the requirements.
• Disaster recovery plan.
Requirements may change from time to time
and additional evidence may be requested at any • Infrastructure penetration testing targeting
given point through the year. application and server.
• Support and monitoring.
Sage Partner Competencies 4Sage Accounting &
Inventory Management
competency
This competency proves you have the experience and expertise to integrate
your customers’ business processes into a single platform and deliver all of the
benefits that business management software can provide.
Prove your ability to lead your customers to:
Applicable products
• Make informed decisions based on real-
time data with extended visibility over their Applicable products (as Sage 100
operations, inventory, and finances. available in Region) Sage 300
• Automate front and back office functions
and activities. Certifications Min. # of
• Mitigate risks by staying compliant and people
up-to-date with latest regulatory changes
concerning taxes, finance, and payroll. Financial and Distribution 1
Certification
• Manage finance operations across the
business with end-to-end insight and data. Technical Consultant 1
• Make informed business decisions and be Certification
more efficient in their day-to-day.
Payroll Certification (Sage 100) 1
Requirements for this competency Min. # of
Your team must have at least four individuals Customer satisfaction
references
who among them, collectively cover the listed
certifications. A team member can have multiple References of similar 2
certifications. installations and/or two sales/
Learning path, individual course details, and any installations of Sage 100 or
applicable conditions (for example, certificate 300 as appropriate
renewal requirements) are outlined in Sage
University, and may be subject to update.
Sage Partner Competencies 5Sage Partner Cloud
Certified specialization
(Sage 100/300)
This specialization supports the Sage Partner Cloud Program and shows that
you have the skills and knowledge to set up a new instance of Sage 100 or 300
in the Azure cloud, using the Sage Provisioning Portal. With many customers
moving from on-premises to cloud-hosted solutions, this is an important
competency for many partners.
This specialization shows you are able to:
Applicable products
• Create new accounts, assign Azure
subscriptions, and provision instances of
Sage business management software. Applicable products (as Sage 100
available in Region) Sage 300
• Add, assign, and manage customer
operations agents, administrators, and users. Min. # of
Certifications
• Assist customers with getting started with people
Sage business management software and
managing their own users. Sage Provisioning Portal 1
Certification
Learning path, individual course details, and any
applicable conditions (for example, certificate
renewal requirements) are outlined in Sage
University, and may be subject to update.
Sage Partner Competencies 6Resources
Sage University SageU.com
Simply select your region and create a partner
profile with a valid Sage account number to access
available training and certifications.
www.sageu.com
Sage.com
Discover more about on the benefits of ERP and the
breath and benefits of innovative Sage software.
ERP software overview page
Sage Knowledgebase SageKB.com
A library of resources, Sage Knowledgebase gives
you 24/7 access to the same support content our
experts use.
www.SageKB.com
SageCity.com
Join industry peers, certified partners, and Sage pros
online 24/7 in Sage City—a place to ask questions
and share product tips and tricks.
www.SageCity.com
Sage Partner Competencies 7©2020 The Sage Group plc or its licensors. All rights reserved. Sage, Sage logos, and Sage product and service names mentioned herein are the trademarks of Sage Global Services Limited or its licensors. All other trademarks are the property of their respective owners. NA/WF 1052874.
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