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Sage Partner Newsletter

Wel­come to the latest edi­tion of the Sage Part­ner news­let­ter!

Welcome to the latest edition of the Sage Partner Newsletter

Hi everyone,

Well, the world has changed! The coronavirus has severely impacted us all. Other than essential businesses, everyone is working from home and practicing safe social distancing. Although some industries are booming, most have dramatically reduced revenue and many, especially in retail and hospitality, have closed their doors, either mandated by government or out of concern for the health and well-being of their staff.

Sage has recently sent out Coronavirus specific communications to partners and customers and please look out for our Coronavirus Information Hub website to stay up to date on any Sage-related initiatives and updates with regards the virus.

In such unprecedented times, working closely as true partners has never been more important. Please make sure you reach out to your Partner Account Manager if there is anything you need from Sage and we will do our best, within the guidelines we have, to support and assist.

Enjoy reading this newsletter with great content from the Sage Partner Summit to product and marketing news, but above all, look after yourselves and your families, stay safe and let’s emerge from this crisis stronger than ever.

All the best,

Gary Katzeff, ERP, Australia and New Zealand

Gary Katzeff 
General Manager, ERP, Australia & New Zealand

Sage Partner Summit, Orlando
2nd - 4th March

The Sage Partner Summit welcomed more than 800 medium segment partners from around the world, to Orlando, Florida. This year our Sage Intacct, Sage People, and Sage X3 partners were brought together in one setting for the first time. The Sage Partner Summit provided our partner ecosystem with an enablement event that empowered them to learn from in-depth training sessions, connect with peers, and transform their business. 

Embracing the themes ‘Learn, Connect, Transform’, the event provided Sage partners and our sponsors, with the opportunity to network, hear our business updates, and feel energised about the opportunities with Sage. With over 100 breakout sessions across the event, we know our partners and our colleagues left Orlando confident in their ability to perform at their best.

Sage partner summit, Orlando

Bright and early for the Sage Foundation 5K Fun Run

Partners and Sage colleagues got up very early and ran the Sage Foundation 5K Fun Run. A total of 164 runners (check out the image below), took part to raise money for Soldier Angels, a charity that provides aid and comfort to the men and women of the United States Army, Marines, Navy, Air Force, Coast Guard, their families, and a growing veteran population. 

Check out our Sage in 100 video on Twitter to see more activity at Sage Partner Summit. 

Runners at the Sage partner conference



Sales & Partner Enablement

Partner Presales Enablement Workshop
18th - 19th February

In February we held our first 2-day X3 Partner Presales Enablement Workshop.  This was a fun, very hands-on workshop, focusing on the skills needed to put together a winning presentation.

Skills covered included:

  • Discovery - Questioning techniques
  • Demo techniques – Presentation
  • Team preparation for presentation exercise
  • Team presentations based on the case study and discovery
  • Self-reflection, self-critique, peer review and feedback

Attendee feedback 

"This was such a great enablement experience"

"Thank you for sharing your experiences and helping in understanding the Presales activities. It was a truly very valuable session for me"

"Sessions were valuable and very relevant to the work we are doing"

"The presentation was fun and helped us learn in a casual, fun and accepting learning environment"


Stay tuned for future enablement sessions.

Sue Coleman
Pre Sales Consultant, Sage

Product News

Sage X3 version 12.0.21 (2020 R1)

Sage X3

Sage X3 version 12.0.21 (2020 R1) is now ready to download from the Sage Partner Portal.

This version delivers new enhancements designed to improve efficiency across finance and project management whilst boosting employee collaboration. 


Two companies have joined the ranks of Sage X3 users

Industry: Food Distribution

Started out of a garage in the 70’s, this smallgoods business had now expanded to supply sustainable food and beverages to quality restaurants, cafes, caterers, wholesalers, airlines and retailers in NSW and the ACT. Microsoft Dynamics 365 BC was already well entrenched when the owners started looking at Sage X3. Our Sage partner took on a less extensive path and recommended a phased approach, the use of standard components as opposed to development, resulting in a more economical deployment.

Industry: Food Distribution

This company imports and distributes food snack brands to large retailers in Australia and the USA. All sales transactions are pallet quantities traded through EDI with direct shipments from multiple Asian suppliers to their third-party logistics warehouse in the USA. Having good visibility on stock and therefore determining when and what to order was problematic with their current software Xero. Netsuite was also considered but through flexibility and pricing of the total solution, Sage X3 was retained as ERP of choice.


When it comes to budgeting and forecasting, X3 has the ability to store multiple budget versions, budget at dimension level, but there are no practical tools to build these budgets themselves.

Spreadsheets may be the go-to choice for budgeting and planning, but they quickly become error-prone, insecure, disconnected, time consuming, and are non-collaborative. With Prophix, you can address these shortcomings while simultaneously maintaining a familiar spreadsheet look and feel, but with greater functionality than any spreadsheet could ever provide.

Prophix formalises the budgeting process through workflow and collaboration across multiple contributors working on Personnel Planning, Sales & Revenue Planning, Project Planning, Cash Flow Planning or Capital Expense Planning.

In multi-company environments, Prophix also enhance financial consolidation by adding processes and controls.

Prophix is a Sage Australia re-sell ISV. For more information contact your local Sage X3 presales consultant.

Sage 300 version 2020.2 coming soon!

Over the coming months we’ll be releasing the next version of Sage 300 that will deliver Sage Banking Cloud, an integrated bank feeds solution for our customers to allow the download of bank data from the Sage Banking Cloud to assist in reconciliation of accounts by auto-matching transactions based on matching values between the bank and Sage 300.
Furthermore, this release will continue to drive improvements with Sage CRM integration that will increase user productivity through eliminating manual data replication, as well as addressing tax compliance when managing taxes attributed to direct GL entries that weren’t previously covered in prior versions of Sage 300.

Stay tuned for further news soon on this exciting release!

Sage Alerts and Workflow V10 – What’s new and different? 

KnowledgeSync Version 10 has arrived. See the new and enhanced features here.

To download version 10, complete the certification and receive your Not-For-Resale license to run the solution internally click here.

Sage CRE

Dimension Takeoff version 6.1-7

This version of Dimension introduced a new TAB called “Work Zones”.  This is in response to many former Oncenter users’ requests who’ve converted to eTakeoff.  Work Zones allows the user to “draw” rectangles or polygons around EXISTING measurements to recategorise and tabulate the takeoff quantities by Zone.
Download the release notes here

Bridge version

This version of Bridge introduces several minor enhancements as well as one major enhancement, please review the Bridge Release notes.

UPCOMING IN APRIL - Bridge version

Enjoy a preview of the upcoming version release notes here.

ISV Spotlight

Sage Inventory Advisor - Netstock

Optimise your Sage inventory.

Sage Inventory Advisor is an affordable cloud App that enables companies to:

Place orders quicker

Increase the effectiveness and efficiency of the replenishment process.

Minimise stock-outs

Proactively avoid stock-outs, retain customers and increase sales.

Reduce excess stock

Release the cash that is tied up in excess inventory, and avoid excess creation.

So how do the above help?

  • Place orders quicker: ideal order recommendations ensure that you buy the right products, with no order recommendations for items you shouldn’t be buying. This results in a much better balance to your inventory and capital that works harder for you.
  • Minimise stock-outs: investing in the right products results in lower stock-outs. Pre-warning of stock-outs before they occur enables action to prevent the stock-out from happening at all. Higher stock availability means more sales.
  • Reduce excess stock: accurately identifying excess stock and being able to sort in descending order of excess value, enables you to put plans in place to reduce excess on the 5-10 products with the most excess. This frees up cash to re-invest in the right products.

Sage Inventory Advisor is a visually rich App that gives much better visibility into how your inventory is performing. By making your capital work harder, releasing cash to fund investment in the right products and recommending ideal purchasing, Sage Inventory Advisor can help to transform your business.

Watch an introduction to Sage Inventory Advisor


IDC Partner Webinar

Where are you in your journey to becoming a great SaaS Partner?

A young woman working with a tablet device.   

Becoming a Great SaaS Partner – Differentiating for Success

Watch video now

Join IDC and Sage for the latest webinar in the becoming a great SaaS partner series. This webinar focuses on the first of the three stages – Differentiating for Success. We invite you to learn how successful SaaS partners create a clear change road map, anticipate and plan for significant changes to revenue models, and focus on developing complementary skills, services and IP.

Looking for helpful tips and tricks to optimise your marketing?

Two women in a kitchen working on a tablet device

New Marketing Webinars for Partners

The new partner marketing webinars are now live!

All webinars are 30-minutes long and designed to give you quick advice, tips and guides you can action straight away. The webinars cover a range of subjects from digital marketing, content, events and more. Perfect if you want to brush up on your marketing knowledge or train your marketing team on the new trends and tactics for 2020.


Sage Voices

Are you a budding social media guru? Let Sage Voices do the heavy lifting for you.

Give Sage Voices a try and sign up here 

What’s new on the Hub?

The Partner Marketing Hub is continually updated with new webinars and blogs specifically designed to support you in your marketing activities and skills.

New partner co marketing guidelines. 

This updated guide sets out our co-marketing guidelines in order to support co-marketing efforts by Sage partners.

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Click image to download 

Sage Foundation 

Whitelion three peaks challenge contributors  


In March, eight Australian colleagues completed the Whitelion Three Peaks Challenge 2020, raising over $12,000 for the charity.

In 33 hours, from Saturday morning until Sunday night, our Colleagues reached the summit of three peaks in Australia: Mount Bogong (VIC), Mount Kosciuszko (NSW – the highest mountain in Australia) and Mounts Majura and Ainslie (ACT).

The climb was both physically and mentally challenging. The support and camaraderie of other climbers enabled our colleagues to dig deep and pull together to achieve their goal - to raise money to give all young people equal opportunities to succeed.

One of our participants, Nick Hallworth said: "What an incredible experience! Watching the sunset from Australia's highest point is something I'll remember for a long time. And getting to do it with a great team of people, while raising money for an important cause made it even more special. Thanks to Sage Foundation for the opportunity!"

I am proud to say that the entire team completed the challenge and raised $12,160. Sage Foundation contributed another $3000 AUD (£1500), bringing the total to $15,000 AUD.

Congratulations to all involved for their fantastic achievement: Adrian Heng, Nick Hallworth, Au Hii, Alex Kelly, Marco Calarese, Sandra Sosa, Rohan DuHeaume and Eric Mah.


By Rebecca Harris,
age Foundation Manager