The complete CRM, Contact Management and Sales Automation System for Microsoft® Outlook®

1. www.mxcontact.com The complete CRM, Contact Management and Sales Automation System for Microsoft® Outlook®

2. Overview This presentation is divided into 6 sections: Section 1 The Outlook/Exchange Environment The reasons for using Outlook/Exchange for CRM Section 2 MX-Contact Configuration How MX-Contact is configured and licensed Section 3 MX-Contact Functionality An overview of MX-Contact’s general functionality Section 4 General Issues Issues such as customisability, reporting, etc. Section 5 Demonstration A day in the life of a user Section 6 Installation Evaluation/Live Versions

3. The Outlook/Exchange Environment Section 1 • Why use Outlook for Contact Management • Microsoft Outlook – Limitations • What is MX-Contact adding to Outlook • Advantages of an Outlook-based Solution • Other Advantages of Using Outlook • The Microsoft Exchange Server “Database” • Outlook – the Universal “Front-End” Download theWhite Paper – Using Outlook for CRM/Contact Management

4. Why use Outlook for Contact Management? Microsoft Outlook already has the following facilities for managing client interactions: • A Contacts Folder for profiling Contacts • A Calendar Folder for Meeting and Event Scheduling • Inbox for Messaging/E-mail • Tasks for Time/To-Do Management • Journal for Activity/Document Tracking

5. Microsoft Outlook - Limitations Outlook has the following disadvantages in its use as a workgroup/enterprise-wide contact manager: • Data stored in users’ Private Mailboxes (Contacts, Appointments, etc.) • Limited sharing of information • Frequent duplication of data • Outlook has limited Folders (e.g. Contacts but no Companies, etc.) • It is difficult for Users to link items • No Customer view of all interactions

6. What is MX-Contact adding to Outlook? MX-Contact overcomes most of Outlook’s limitations by adding: • A centralised “database” on public folders • Additional “Out-of-the-box” CRM functionality (e.g. Companies, Opportunities, Products, Incidents, Events, etc. • Unlimited number of additional user-defined/-customisable folders, forms, tabs etc. • Seamless linking of related items to create a single view of all Customer “Relationship” information

7. Advantages of an Outlook-based Solution Outlook/Exchange have the following advantages in being used as the platform/foundation of a CRM system: • Outlook is always the 1st application to be opened • Outlook is always kept open • Familiar Interface • One calendaring system universal across company and supply chain • One e-mail store • One document management system • Easy synchronization with most PDA’s

8. Other Advantages of using Outlook An Outlook-based solution is far less expensive than a conventional CRM system to implement (i.e. has a greatly reduced Total Cost of Ownership): • No additional infrastructure needed • Exchange Server already in place • Cost of upgrade to new versions of Outlook shared • Reduced training time (cost) • Wider application of same training • Reduced installation time over conventional CRM systems

9. Outlook – the Universal “Front-End” Outlook is becoming the universal “front-end” for: • Messaging • Calendaring/Scheduling • Collaboration and Workflow • Customer Relationship Management • Knowledge Management • Business Intelligence

10. Configuration MX-Contact is available in 7 different Editions. MX-Contact comprises a Base System, with optional Sales, Marketing and Support Modules. • MX-Contact Editions • Base System • Sales Module • Marketing Module • Support Module • Training Module • Industry Vertical Solutions • Foreign Language Versions • Pricing Download theMX-Contact Information Sheet – Configuration

11. Editions MX-Contact is available in 7 different Editions, which cater for the needs of a single user through to an organisation with many thousands of users. • Personal • Professional • SOHO Standard • SOHO Advanced • Workgroup • Corporate • Enterprise MX-Contact can be utilised with Outlook 2000, 2002/XP and/or 2003. It can be operated in a mixed environment, namely where some users are say on Outlook 2000 while others have already upgraded to 2003.

12. Personal Edition The Personal Edition is designed for a single user or small/home office and runs off an Outlook Data/Personal Folders (.pst) file. It offers the same functionality as the Workgroup Editionbut does not require Exchange Server. • Utilises an Outlook Data/Personal Folders File (.pst) for Data Storage. • Does not require Exchange Server • Can be used in conjunction with utilities that facilitate sharing of Outlook data files across several PC’s (e.g. Outlook Folders) • Limited to the standard set of MX-Contact folders, i.e. the Base System. • Does not support the optional Sales, Marketing and Support Modules.

13. Professional Edition The Personal Edition is designed for a single user or small/home office and runs off an Outlook Data/Personal Folders (.pst) file. It offers the same functionality as the Corporate Editionbut does not require Exchange Server. • Utilises an Outlook Data/Personal Folders File (.pst) for Data Storage. • Does not require Exchange Server • Can be used in conjunction with utilities that facilitate sharing of Outlook data files across several PC’s (e.g. Outlook Folders) • Advanced Customisation: MX-Contact Folder Property Page which allows for the addition of an unlimited number of user-defined folders. • Supports the use of the optional Sales, Marketing and Support Modules (which are each licensed separately).

14. SOHO Standard Edition The SOHO Standard Edition is designed for a small/home office and runs off an MSDE/SQL Server 2005 Express Edition database. It offers the same functionality as the Workgroup Editionbut does not require Exchange Server. • Utilises a Microsoft Desktop Edition 2000/SQL Server 2005 Express database for data storage. • Allows a small group of up to 10 users to share a common database without a dedicated server (although this is recommended). • Operates in conjunction with a set of Outlook Data File Folders, which are used only for the Outlook forms (No data is stored in the Outlook folders). • Does not require Exchange Server. • Limited to the standard set of MX-Contact folders, i.e. the Base System. • Does not support the optional Sales, Marketing and Support Modules.

15. SOHO Advanced Edition The SOHO Advanced Edition is designed for a small/home office and runs off an MSDE/SQL Server 2005 Express Edition database.It offers the same functionality as the Corporate Editionbut does not require Exchange Server. • Utilises a Microsoft Desktop Edition 2000/SQL Server 2005 Express database for data storage. • Allows a small group of up to 10 users to share a common database without a dedicated server (although this is recommended). • Does not require Exchange Server. • Operates in conjunction with a set of Outlook Data File Folders, which are used only for the Outlook forms (No data is stored in the Outlook folders). • Advanced Customisation: MX-Contact Folder Property Page which allows for the addition of an unlimited number of user-defined folders. • Supports the use of the optional Sales, Marketing and Support Modules (which are each licensed separately).

16. Workgroup Edition The Workgroup Edition is designed for a team of users sharing a "database" on Exchange Server Public Folders but who need only limited 'Contact Management' functionality. • Utilises Exchange Server Public Folders for data storage. • Limited to the standard set of MX-Contact folders, i.e. the Base System. • Does not support the optional Sales, Marketing and Support Modules.

17. Corporate Edition The Corporate Edition is designed for a team of users sharing a "database" on Exchange Server Public Folders who need advanced Sales, Marketing and Support capabilities and/or the ability to add their own custom folders. • Utilises Exchange Server Public Folders for data storage. • Advanced Customisation: MX-Contact Folder Property Page which allows for the addition of an unlimited number of user-defined folders. • Supports the use of the optional Sales, Marketing and Support Modules (which are each licensed separately).

18. Enterprise Edition The Enterprise Edition is designed for for a team of users who for various reasons (database size or corporate IT standards) want to share a SQL Server database rather than an Exchange database. • Utilises a Microsoft SQL Server 2000 or 2005 database for data storage. • Operates in conjunction with a set of Outlook Data File or Exchange Server Public Folders, which are used only for the Outlook forms (No data is stored in the Outlook folders). • Identical Outlook User Interface as for the Corporate Edition. • Advanced Customisation: MX-Contact Folder Property Page which allows for the addition of an unlimited number of user-defined folders. • Supports the use of the optional Sales, Marketing and Support Modules (which are each licensed separately).

19. Base System The MX-Contact Base System is the core set of folders for all 7 Editions of MX-Contact and provides basic Contact Management functionality for those users just wanting to keep track of the contacts they deal with. • Companies • Contacts • Groups • Products (With Company Products and Contact Products) • Calendar • Tasks • Documents • E-Mail • Journals • Reporting

20. Sales Module The Sales Module is only available for the Professional, Corporate and Enterprise Editions. It offers the following additional features: • Opportunity Management • Project Tracking • Sales Methodologies / Account Management Plans • Orders and Orders Details (linked to a standard Product/Item Table/Folder) Download theMX-Contact Information Sheet – Sales Module

21. Marketing Module The Marketing Module is only available for the Professional, Corporate and Enterprise Editions. Itoffers the following additional features: • Event/Function Management • Campaign Management • Surveys Download theMX-Contact Information Sheet – Marketing Module

22. Support Module The Support Module is only available for the Professional, Corporate and Enterprise Editions. Itoffers the following additional features: • Incident/Service Request Management • Issue/Defect Management • Asset Management/Product Registrations • Service Contract Management Download theMX-Contact Information Sheet – Support Module

23. Training Module The Training Module is only available for the Professional, Corporate and Enterprise Editions. Itoffers the following additional features: • Programs • Training Courses • Classes • Session Scheduling • Attendance Register • Assignments Download theMX-Contact Information Sheet – Training Module

24. Industry Verticals MX-Contact has customised vertical solutions for the following industries: • Legal/Case Management • Motor Vehicle • Real Estate Many others are under construction. These Industry solutions are only available for the Professional, SOHO Advanced, Corporate and Enterprise Editions.

25. Foreign Language Versions MX-Contact is available in the following foreign languages: • German • French • Dutch • Czech • Polish • Italian • Spanish (available shortly) • Chinese (available shortly) Download theMX-Contact Information Sheet – Localisation

26. Pricing • MX-Contact is priced on a per user basis, i.e. Named Licenses as opposed to Concurrent Licenses. • MX-Contact is licensed according to the Edition used and the Modules required per user. • Please request the latest Price List from the following web page: http://www.exchangewise.com/Products/MXContact/Request_for_Pricing.asp

27. Base System Functionality • MX-Contact Elements • Toolbars/Shortcuts • Data • Folders • Forms • Views • Company/Contact Profiling • Companies • Contacts • Calendaring and Scheduling • Activity/Task Management • Tracking of Customer Interactions • Journals (Phone Calls/Visits) • Documents • E-mail

28. Toolbars/Shortcuts MX-Contact Toolbar New MX-Contact Group Toolbars/Shortcuts The only visible difference in Outlook with MX-Contact loaded is the addition of another Toolbar, an MX-Contact Menu and a new Group in the Outlook Bar (for Outlook 2000/2002):

29. Public Folders MX-Contact Data MX-Contact stores its data in either a shared PST file, Exchange Server Public Folders, or SQL Server so that your customer database is centrally available and accessible to everyone on the network.

30. MX-Contact Folders Many additional folders have been created to store standard CRM-type data. • Master (Top-Level) folders such as Companies, Contacts, Opportunities • Sub-folders, e.g. Companies\Products • Centralised folders for documents, e-mail, journals, calendar and tasks. • Associations Folders for linking items in one folder to those in another. • System Folders for setup/administration.

31. Custom Pages to store any amount of detail about the item displayed MX-Contact Command Bar to add/open/delete related items Tabs showing related records MX-Contact Forms Custom Forms have been created for each MX-Contact folder. The Company form is shown below. Each form can have several custom pages / tabs to define additional information and show records that relate to that item.

32. MX-Contact Folder Views Group by Country Filter on Company Type Sort by Industry MX-Contact Folder Views You can create any number of Custom Views based on standard or custom fields to group, sort and filter sub-sets of your data in any folder.

33. Companies Folder The Companies folder is where you keep details of any organisation that you deal with or have some kind of interaction with. These can be customers, prospects, vendors, suppliers, partners, resellers, etc. Download theMX-Contact Information Sheet – Company/Contact Profiling

34. Company Views Any number of custom views can be created to group, sort and filter companies. This allows you to work with only the sub-set of the overall database that pertains to you, e.g. only customers, or Financial Services companies, etc. Download theMX-Contact Information Sheet – Company/Contact Profiling

35. Company Demographics A Company Form is available to record the standard demographic information of any company, such as name and address, phone, details, etc. Download theMX-Contact Information Sheet – Company/Contact Profiling

36. Standard Profile Fields Any number of additional fields can be created here. Existing fields can be relabelled, removed, etc. Company Profile Clicking on the Profile tab on the Company Form shows a page where any number of fields can be created to categorise your customer/prospect database to any degree possible.

37. Tab showing other companies associated to this company Associated Companies Associated Companies are organisations related to one company in some way. This shows the relationships between Holding Companies & Subsidiaries, Customers and their Resellers, Vendors, Bankers, Auditors, etc. Download theMX-Contact Information Sheet – Company/Contact Profiling

38. Tab showing contacts associated to this company Associated Contacts Associated Contacts are the contact people related to one company in some way. These can be employees of the company, decision makers, advisors, auditors, etc. Download theMX-Contact Information Sheet – Company/Contact Profiling

39. Contact Demographics Contact Demographics Detailed profiles can be maintained of all contacts. Both General and Profile information can be stored. Download theMX-Contact Information Sheet – Company/Contact Profiling

40. Contact Profile Contact Profile The Profile Tab keeps details of sporting interests, family situation, likes and dislikes, etc. Views can be created to select say all golfers, etc. for a direct e-mailing, etc. Download theMX-Contact Information Sheet – Company/Contact Profiling

41. Calendaring/Scheduling Users can continue to schedule appointments from their personal calendar folder in the same way they always did. They have only a few extra links to create, namely to the Companies, Contacts and Users attending the meeting. Download theMX-Contact Information Sheet – Calendar Management

42. Task/To-Do Management Tasks are used to record things that have to be done for a company or contact, for example a proposal that has to be submitted. They can be assigned to someone else in the organisation to be done by a certain date. Download theMX-Contact Information Sheet – Task Management

43. Journals(Call Reporting/Activity Tracking) Journals are used to build up a history of all calls made to a customer/client. These are usually phone calls or visits but can be used to record details about any kind of interaction. Download theMX-Contact Information Sheet – Journals

44. Documents Documents can be linked to a company and/or contact (plus opportunities, etc.). They can easily be generated using standard templates that are also stored in MX-Contact. Download theMX-Contact Information Sheet – Document Handling

45. E-mail All e-mail sent and received can be automatically linked to a company and/or contact and copied to the Public Folder. Thus all (relevant, and non-confidential) incoming/outgoing email is visible to the organisation as a whole. Download theMX-Contact Information Sheet – E-Mail Handling

46. Opportunities (Sales Module) All potential sales to companies and/or contacts are called Opportunities. These can be renamed depending on the nature of the products/services that you sell, e.g. Deals, Trades, etc.:.

47. Multiple Companies, Contacts, Users, Products, etc. can be linked to one opportunity Opportunity Details (Sales Module) You can collect and report on a variety of information relating to an opportunity, such as value, probability of closing a sale, estimated close dates, status/stage, and more:

48. General Issues • Customisability • Off-line (Remote) Use • Use with a Personal Digital Assistant • Reporting • Integration with Legacy Systems • Security • Who can use MX-Contact? • Benefits

49. Customisability - Folders MX-Contact folders can customised to almost any extent possible: • Folders can be renamed to match the terminology that your users are familiar with, e.g. Companies can become Accounts, Opportunities changed to Deals, etc • Any number of new folders can be added, e.g. Time Sheets, Licenses, Assets, etc. • Any number of sub-folders can be added to top-level folders for one-to-many type links, e.g. Contact Skills. • Association folders can be created to cater for many-to-many relationships between items in 2 different folders, e.g. Contacts to Assets. • A Property Page manages the MX-Contact properties of each folder. Download theMX-Contact Information Sheet – Customisation

50. Custom fields can be added “on the fly”. Special custom controls such as grids listing records from back-end databases can also be used. VBScript can be added to code Business Rules, perform custom actions, manipulate data, etc. Customisability - Forms Using the Outlook Forms Designer, all MX-Contact forms can be customised to almost any degree possible.You can add any number of additional controls such as labels, text boxes, combo boxes, etc.