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HANDHELD CONTACT: Mobile CRM

HANDHELD CONTACT: Mobile CRM. Max Inman HHC Sales and Support 313-417-9767 Max@handheldcontact.com. What is ACT!?.

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HANDHELD CONTACT: Mobile CRM

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  1. HANDHELD CONTACT: Mobile CRM Max Inman HHC Sales and Support 313-417-9767 Max@handheldcontact.com

  2. What is ACT!? The ACT! by Sage Product Family delivers industry leading contact and customer management to individuals and organizations involved in selling and other functions where management of contact details, activities and communications is critical. • Organize every contact detail in one place • Addresses, Notes, Email, Histories, Marketing Campaigns, Sales Opportunities 5 Million People Use ACT! Today… #1 Financial #2 Real Estate #3 Mortgage #4 Manufacturing Sales #5 Construction For more details on ACT! - http://www.act.com/ ACT 2000/ACT 6 ACT 2005/ACT 7 ACT 2006/ACT 8 Premium for Workgroups ACT for Real Estate

  3. What is ACT!?

  4. Handheld Contact Keeps You In-Touch - Always ACT! for the BlackBerry Office ACT! Database Change that meeting on your BlackBerry… 2-Way Wireless Sync …See that change in Office in minutes. …See new note here in minutes. Add a new note here…

  5. + + True Mobile OfficeWireless Contact ManagementLeverage your overall CRM InvestmentSave 2+ Hours Per Week!Increase Workgroup Productivity by 95%Installed on the BlackBerry Handheld Contact is supported in all iDEN and CDMA BlackBerry devices: 75207100i72507130e Best Selling Desktop Contact Manager5 million users“ACT! Fanatics”Installed on your computer or server.

  6. 3. 2. 1. Secure internet connection Java Client Software Handheld Contact “Communicate to ACT!” Secure Sync Server (invisible to the customer) “Store and Forward” Client Software “ACT! on the BlackBerry” • Installed On ACT! PC / Server • Extensive Settings • Installed On Handheld (BlackBerry or Phone) • Java software • HHC Account • Secure (SSL) • Hosted = affordable • Store, forward, ERASE How It Works: 3 Components Handheld Contact

  7. What Handheld Contact Can Do For You • Save 2 or more hours per week. • Eliminate scheduling calls • Eliminate “looking” for handwritten notes • Eliminate time wasted to “cradle sync” – It’s wireless • Enter information while it’s “Fresh” in your Mind • Increase the speed of your business by 95%. • Harness the Power of Your Office Anywhere. • Convert “Downtime” into Productive Time. • ONLY way to actually get ACT on your BlackBerry.

  8. Handheld Contact Gives You Three New Icons on Your BlackBerry HHC Contact Icon “ACT! Contact List” HHC Task List Icon “ACT! Task List” HHC Calendar Icon “ACT! Calendar” HHC Contact List View HHC Task List Filter [All Dates] HHC Calendar Day View HHC Task List Filter [Today & Future] HHC Calendar Day View Menu HHC Contact Menu

  9. Handheld Contact Gives You More ACT! Screens on your BlackBerry! HHC Contact Wireless Download HHC Contact Notes/History List HHC Calendar Month View HHC Contact Activity List View HHC Contact Notes/History Details HHC Calendar Week / Agenda View HHC Contact Activity Details HHC Contact Activity Detail Menu HHC Calendar Day View Menu

  10. Success Story: Consultant "The HHC product is excellent it's saved me time and redirected my efforts to what I need to do: provide service to my clients! It saves me hours per week, knowing that I don't have to run to the office just to get my schedule before I head to client sites. I know my contacts and schedule are absolutely up-to-date. Thank you HHC!" -- Joy Ruhe, ACT! Certified Consultant, CLARC Services

  11. Success Story: Plywood Sales “I would like to express my gratitude to all of you at Handheld Contact. I am using an ACT! database with HHC on 15 Blackberry units to wirelessly send my inventory availability and price list report daily. This gives me an advantage over my competition and makes my job easier. Thanks to HHC my job is easier and I am one step ahead of the competition. What else could you ask for?” -- Chris Schwagler, Sales Manager of Quality Plywood Specialties in Tampa, Florida Quality Plywood Specialties

  12. Who is using HHC Today? • Financial Services • Investment advisors • Mortgage brokers • Mobile Sales Teams • Field Service / Construction • Property Management • Legal • Law firms • Legal placement firms • Real Estate • Small and medium sized businesses

  13. To Get Started With Handheld Contact Call Max: 313-471-9767 and have the following: ACT! 2006/8.0, 2005/7.0, 6.0, or 2000/5.0 Windows XP Pro, 2003, or 2000 BlackBerry OS 4.0 or higher Supports BES and BIS High Speed Internet connection.

  14. “Are you away from your desk much of the day…How do you keep your calendar and tasks up-to-date?” “How do you take customer information with you, and how do you know it’s the most up-to-date?” “How do you avoid 5-10 daily calls to/from your assistant for your schedule?” How do you know if customers need HHC?

  15. Do you know what CRM is (Customer Relationship Management) and how you can use it? What do you do when your salesmen leave? Do they keep your companies data? Is there a smooth turnover? Does your product mix change constantly? How do you manage, or do you manage a customer database? How do your sales people remember to complete action items for their calls and to-dos? Do you need to have up to date information on customers while you are in the field? At 4:30 do you know where your salespeople are and what they have planned for the next day? Going forward as you grow how will you keep track of new customers? Working with local reseller and ACT! Certified Consultants. How to sell Handheld Contact Sell to your current customer base, especially those that already have BlackBerry devices, by asking what they use as a CRM and if it’s ACT ask them if they want it on their BlackBerry devices. Any new customers that use ACT as a CRM or have no CRM are great prospects as well. Contact the local ACC in your area and ask if you can co-market.

  16. The best way to Sell HHC is to get with the local ACT Certified Consultants (ACC’s) in your area. These are individuals that make their living by billing ACT Program consulting hours. There are also individual and various Technology Consultants that are not ACC’s that get into contact with me on a regular basis asking for Blackberry sales help. If you would like to get a list of these people to contact in your area please email me at: max@handheldcontact.com These individuals will have a list of ACT users that they might be willing to share with you. How To Interact with Resellers

  17. The ROI calculator is at www.handheldcontact.com/roi.php A comparison Chart of HHC to a Cradle Sync: www.handheldcontact.com/compare.php There are two presentations that graphically show how HHC works. One is officially approved and designed by Sprint Nextel: www.handheldcontact.com/tour.php# I will actually install the program and make sure it is running for your customers. My direct line is: 313-417-9767 Resources for Sprint/Nextel

  18. Visit www.sprint.handheldcontact.com for details: Handheld Contact enjoys a co-marketing and distribution with Sprint-Nextel. Sprint-Nextel customers can pay for Handheld Contact on their monthly bills. Sprint-Nextel special pricing - $19.95 / month – this is exclusive pricing for Sprint-Nextel customers only. Sales Support Materials: Movie showcasing Handheld Contact and Sprint-Nextel: www.handheldcontact.com/tour.php# PDF sales materials A demo version of Handheld Contact for your BlackBerry device The ROI calculator is at www.handheldcontact.com/roi.php A comparison Chart of HHC to a Cradle Sync: www.handheldcontact.com/compare.php HandHeld Contact sales team can assist making presentation and product demos. I will install Handheld Contact for your customers and ensure they are up and running in no time! My direct line is: 313-417-9767. We offer free technical support and product upgrades for all Handheld Contact customers. Resources for Sprint/Nextel

  19. NOTE: Immediately after each sale, the Sprint/Nextel sales representative must email Handheld Contact sales representative with the following customer information for each new activation: Customer Name BAN Number of Units activated with HHC SOCs PDSHHCACT Customer Point of Contact Customer POC Phone number Customer POC email address Nextel Sales Representative name & contact information. WIAT orders automatically generate an email with the order details pre-populated and addressed to Handheld Contact after the order has been entered in the system.  Nextel Sales Representative only need to complete a few fields within the email and then click “Send” to ensure that Handheld Contact has all information required for provisioning the application correctly.  Orders entered through FDT do not auto generate an email therefore, the Sprint/Nextel sales representative must follow the manual process to send the email to Handheld Contact: max@handheldcontact.com Sprint Nextel Sales Process

  20. Let’s get together off line to start selling Handheld Contact . . . Let’s get started Max Inman HHC Sale and Support 313-417-9767 Max@handheldcontact.com

  21. HANDHELD CONTACT: Mobile CRM Max Inman HHC Sales and Support 313-417-9767 Max@handheldcontact.com

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