Customer Relationships

2. Customer Relationships Importance? How it works?

3. Information Overload • "People are having an increasingly difficult time dealing with their email, their instant messages and voicemail, their faxes and FedEx's, and the constant demands to understand technology that seemingly changes every day at the same time that they are expected to produce better things faster” – The Center for the Study of Technology and Society (TECSOC) • Businesses are increasingly experiencing more information overload each year

4. Fear of Technology • a study by Dell Computer that shows 55% of people have some fear of technology. • 36% of office computer users feel their skill levels are inadequate.  • An exasperated caller to Dell Computer Tech Support couldn't get her new Dell Computer to turn on. After ensuring the computer was plugged in, the technician asked her what happened when she pushed the power button. Her response, "I pushed and pushed on this foot pedal and nothing happens." The "foot pedal" turned out to be the computer's mouse.

5. Importance of CRM Building customer relationships especially important for maintaining long term business growth and client satisfaction Source: Weitz, Castleberry, Tanner

6. WHAT IS ACT!? • ACT! Is a CRM (Customer Relationship Management) Software Program which brings all your contact data and information on daily activities into one central location

7. Contact Details Call History Reminders Meeting Notes The Relationship E-Mail To-do items Schedule Proposals The Customer Relationship

8. ACT! Is the Leading Contact Management Tool • ACT! Has more than 4 million individual users and 11,000 corporate accounts worldwide • The industry’s leading contact management tool for managing and growing business relationships • Key Customers- Alphagraphics, Aramark, Dale Carnegie, Eli’s Cheesecake, Fast Company, FedEx, INC. Magazine, Legg Mason, Plante Moran, Scholastic

9. Awards Finalist for Codie Award on 12/11/02 Customer Inter@ction Solution Product of the Year & Editor’s Choice PC User Top Buy PC World: World Class Award Winner: Best Contact Manager 5-Star Rating from Yippee Shareware

10. Testimonials • “ACT!…continues to get better by adding new, valuable features without sacrificing performance or usability.”- Marc Schulman, President & CEO, Eli’s Cheesecake • “Everyone lives on the road nowadays, so it’s very handy to take that data with them…our salespeople tell us ‘We can’t live without ACT!” - Paul Johnson, Regional MIS Manager, Legg Mason Real Estate • “The faster I can complete tasks, the more time I have to spend working with contacts, and the more successful my business becomes.”- Jeffrey Davis, President, TeamLegal

11. Who is ACT! For? • ACT! is for anyone who manages contacts on a daily basis • It is most widely used by business and mobile professionals that need to stay on top of their contacts, calendars, and to-do’s anytime, anywhere on any device. • It is very popular among sales professionals, executives and entrepreneurs in such markets as financial services, real estate, manufacturing, public relations, and executive recruiting.

12. Why do you need ACT! • Under trained and under staffed workforce • Young growing company – 8 years old - market share increasing • 100% commissioned sales force – importance of productivity • Managing rising costs

13. Act! Major Benefits • Easy to use • Easy transition • Increases productivity • Excellent purchase timing

14. Comparison of needs and benefits • Under trained and under staffed workforce • Young growing company – 8 years old • 100% commissioned sales force – importance of productivity • Managing rising costs • Easy to use • Easy transition • Increases productivity • Excellent purchase timing

15. Easy to use • Easy initial setup - “You can get ACT! rolling in no time”- CNET • All data in centralized location • Integrated web browser • Additional features available – templates, CardScan- scans in contact information from business cards

16. Easy Transition • Integrates with Outlook, handled devices, paper organizers, & other popular products • Allows you to browse the web within ACT! You can attach websites of a company to a specific contact (Very handy when making your pitch to a lead)

17. Easy Transition Continued • User friendly – novices • Live tech support • Free 30 days, $200 yearly after • Licensed consultants

18. Increases Productivity • Tracks contacts • Schedules meetings and calls • Performs follow-up activities • Shares customer information - workgroups • Allows synchronization with mobile devices

19. Purchase Timing • Hiring 40 new employees • Considering acquisition of competitor • Training existing and new employees simultaneously

20. ACT! Makes Your Transition Smooth • Competitors like Goldmine have no live support, while Maximizer has costly and poor support. “Mazimizer charges $45 to $200 per incident or even minor problems, such as lost product serial numbers($25), password recovery($45 for single users, $200 for network users), and replacement CDs($25). – CNET

21. Pricing • ACT! For Windows XP/98/95/NT (U.S) - $199.95 generally available for approximately $179.95 • ACT! (Canadian)- $149.95 • Direct upgrade- $99.95 • Competitive pricing • Volume discounts available

22. Volume Pricing • For S.E.E.C you will need need 160 user licenses (120 existing salespeople plus the 40 expected new salespeople) • Total price- $30,400 • Upgrade $149/user

23. System Requirements • Computer/processor with Pentium 133 mhz or higher • Memory: 32mb of RAM(more memory improves performance) • Hard Disk Space: minimum 50 MB of free disk space • Monitor: VGA or higher resolution • Drive: CD-ROM/DVD • Modem: Windows compatible modem • Electronic mail support: Outlook XP/98/2000/Express, Lotus, Eudora, built-in ACT! Email client • Word processor support: Word 95/97/2000/XP, built-in word processing • Fax support: Winfax PRO or later and Microsoft Fax • Supported OS & Networks: Windows 95/98/2000/XP/NT, Novell • Caller ID support to auto-find contacts

24. Common Objections • We don’t want to learn a new program • NO TIME • Have proprietary software • ACT! Lacks the Sales Tools • We have Macintosh Computers • Will our systems be compatible with ACT!

25. Reasons to Buy ACT! • Under trained and under staffed workforce • Young growing company – 8 years old • 100% commissioned sales force – importance of productivity • Managing rising costs • Easy to use • Easy transition • Increases productivity • Excellent purchase timing

26. Comparison with Competitors

27. Act! Major Benefits • Easy to use • Easy transition • Increases productivity • Excellent purchase timing