Archive for the Conference Update Category

Thank You

Posted in Conference Update on November 18, 2009 by Monisha

Thank you to our customers, partners, and exhibitors who attended Sage Summit in 2009.  Your participation made it a great success.  We will be sending out an e-mail survey to all attendees and look forward to hearing your feedback on Sage Summit 2009.

Please also note that the Sage Summit session presentations and handouts from the 2009 event will be available mid-December. Watch for the e-mail in your inbox soon.


Session preview: building your personal brand

Posted in Conference Update on November 11, 2009 by aimeeertley

No matter who you are or what you do, you have a personal brand.  Geni Whitehouse, well-known speaker, former Sage VP, published author of “How to Make a Boring Subject Interesting,” and entrepreneur/principal with Even a Nerd Can Be Heard, will be presenting a session on building your personal brand (BB07), tomorrow morning at 9:45.

I had the chance to talk with Geni briefly this afternoon about her session, “One of the best examples of personal branding that I’ve seen is actually a Sage customer, here at the conference.  They’re actually wearing their product on their heads, and they’ve gone viral here at the conference, getting others to wear their product on their heads- it’s brilliant!  The bottom line is that every single interaction is an opportunity to spread your brand, and that’s what they’re doing.”

According to Geni, the keys to establishing a personal brand are:

  • paying attention
  • networking
  • knowing what you want people to remember
  • being remarkable in some way, eg: the name of your company, bright colors, a cool purse, outfit, etc.

Once you’ve covered the basics, then you need to:

  1. Know your strengths and weaknesses- determine your unique selling proposition
  2. Have a personal tagline
  3. Be interested and curious in others, and go from there!

To find out more, check out Geni’s session, her Web site, or follow her on Twitter.

Effective Leadership – Guest Post from Marshall Lager, Third Idea Consulting

Posted in Conference Update, Guest Posting with tags , , , on November 11, 2009 by ryanzuk

I got a little bit of a surprise today in the Sage Summit breakout sessions. I was covering BB01, “Effective Team Leadership,” for a friend who couldn’t make it there due to a scheduling conflict. Normally, I wouldn’t be anywhere near a session like that because it’s outside my normal practice–I focus mostly on community use of social media, and the interaction of a business with its customers. Plus, as a self-employed consultant with no plans to hire staff, I didn’t hold out much hope of getting personal value.

Still, there was something in the description (“how leaders achieve bottom-line results through people”) that intrigued me. I showed up a few minutes late because I foolishly misremembered the room number–I was in the wrong building–and session leader George Hedley already had the group in full swing. I found a seat in the corner and dutifully started taking notes. At first I thought I was hearing yet another lecture by a motivational-speaker. But as I listened closer, I realized that some things are universal, applying to any project and any number of people. Here are a few of Hedley’s key points:

“People won’t change unless you do.” Makes sense to me; one of the definitions of insanity is trying the same thing repeatedly in hopes of different results. If your team is not meeting its goals, look to what you’re doing before you try to correct them.

“When you play Follow the Leader, you have to have your eyes open.” This goes for leaders as well as their teams. A person with closed eyes will lead others astray, and following with closed eyes doesn’t prevent stumbles. In an effective (if trite) demonstration, Hedley had the group follow instructions to fold and tear a sheet of paper with our eyes closed. The results were predictably scattered.

“When you aim at nothing, you hit it every time.” This was one of several references to golf, in this case the driving range. Improvement in play comes from playing the game, keeping score, and seeing instantly what you’ve done right or wrong–not from smacking balls as far as you can.

What does it all mean?

Measurement is one of the keys to effective leadership. Leaders must have a vision of where they wish to lead, but the only way to connect that vision to results is to measure. This also provides the team with clear expectations of what they need to do and how they stack up against those expectations.

In the end, I realized that even a team of one needs leadership. Choosing a goal, identifying the steps needed to reach it, and measuring the progress is pretty much the only way to operate that makes sense. I’m glad I went to this session, and I never would have on my own initiative.

At least that’s my impression of the session. I’d like to hear what some of the other attendees got out of George Hedley’s session on effective team leadership. I’d have asked when it wrapped up, but it was the last session before lunch, so the crowd looked hungry and cleared out fast.

Marshall Lager is  founder and managing principal of Third Idea Consulting LLC, a firm founded to provide advice on the confluence of customer relationship management (CRM), social media, and brand management. He can be reached through his Web site and is @Lager on Twitter.

Succession Planning w/Wayne Rivers

Posted in Conference Update on November 10, 2009 by mooresagenews

Family businesses face different challenges with succession planning due to the close-knit interpersonal relationships that come with running such a business. Whether planning ownership, management or exit strategies, Wayne Rivers of The Family Business Institute helps business owners when passing on or leaving their companies.

In today’s “Succession Planning” session, Rivers described the benefits of The Family Business Institute’s “Stress Test,” which helps companies identify how to plan for a successful future under any circumstance: sustaining healthy sales and profit margins; declining revenues or margins; new market or product expansion and more.

Entrepreneur Magazine’s Amy Cosper

Posted in Conference Update on November 10, 2009 by mooresagenews

From directing Entrepreneur Magazine as Editor-in-Chief to high-speed motorcycle racing, Amy Cosper embodies the same passion she sees in the entrepreneurs she writes about. Cosper explained that passion, along with an unending need for the adrenaline rush that comes with running a business, are common attributes that drive all entrepreneurs.

In today’s session on “What Makes Entrepreneurs Tick,” Cosper also covered an assortment of fun and fantastic examples of successful entrepreneurs – the makers of man-skirts, tattoo artwork for casts, bar-hopping trivia quizes, and more!

Sage North America Announces Customer Awards Program Winners (Alt Post)

Posted in Conference Update on November 9, 2009 by Monisha

Sage North America, whose business management software and services are used by more than 2.9 million small and midsize businesses in the United States and Canada, announced today the winners of its second annual Customer Awards Program. Six companies were recognized at the Sage Summit conference in Atlanta, GA. The Sage Customer Awards Program recognizes the outstanding business achievements of customers using Sage products and services.

  • Best Use of Customization – Metropolitan Regional Information Systems
  • Community Stewardship – Teach For America
  • Best End-to-End Deployment – Power Curbers, Inc.
  • Best Innovation Award – Entertainment Lighting Services, Inc.
  • Rookie of the Year – Coilhose Pneumatics
  • Lifetime Achievement Award – Amix Salvage & Sales Ltd.
  • For more information on the Sage Customer Awards Program please visit:

    Event Photos:

    Best Use of Customization - Metropolitan Regional Information Systems
    Best Use of Customization – Metropolitan Regional Information Systems
    Ruth Menter (Blytheco)

    Leslie Olenik





    Community Stewardship - Teach For AmericaCommunity Stewardship – Teach For America
    Yacov Wrocherinsky (Infinity Info Systems)

    Amy Zwiman





    Best End-to-End Deployment - Power Curbers, Inc.Best End-to-End Deployment – Power Curbers, Inc.
    Greg Lafferty (Practical Software Solutions)

    Craig Neuhardt





    Best Innovation Award - Entertainment Lighting Services, Inc.Best Innovation Award – Entertainment Lighting Services, Inc.
    Alec Baghdasaryan (Information Integration Group)

    Todd Richards





    Rookie of the Year - Coilhose PneumaticsRookie of the Year – Coilhose Pneumatics
    Scott Schwarm

    Carmen Nunez-Olivera

    Lesley Slepian (Net@Work)





    _D8V0417Lifetime Achievement Award – Amix Salvage & Sales Ltd.
    Mitch McNichol (Plus Computer Solutions)

    Wendy Gorrie

    David Dugey





    Catch Brent Leary’s Social CRM Session Wednesday Morning

    Posted in Conference Update on November 9, 2009 by Alex K

    Brent Leary, CRM industry analyst, advisor, author and blogger will present “Industry Trends In Social CRM” here at Sage Summit Wednesday November 11th, 8:30 a.m. Eastern in Building B – Level 3 – Room B316. (Session CRM35)

    A live Webcast will be available for anyone interested in participating remotely. You can register for it at

    Participants can also receive a Social CRM eBook that Brent authored for Sage titled “From Information to Engagement: Trends for Reaching the Social Customer.”

    Brent plans to cover a diverse set of social media topics during his presentation including the impact of “listening.”

    “Tracking the social activities of contacts and leads from within CRM applications increases our abilities to better understand individual customer segments,” he explains. “If, for example, you find a significant number of your top customers in a particular industry are using Twitter to engage in conversations on an important development, this may present a valuable opportunity to quickly provide information to them at their highest moment of interest.” (The Peachtree by Sage team has a recent example of this, summarized best by the customer himself on his own blog.)

    You can find additional insight from Brent on his Social CRM Blog and by following him on Twitter. A social media press release regarding his Sage Summit appearance available here, and Brent also made this brief video to encourage everyone to attend.