SalesOutlook ® Overview

1. SalesOutlook® Overview SalesOutlook is a logical, affordable and flexible add-on product for microsoft outlook, office and exchange server. It is as easy to use as email, and its purpose is to help you be more productive and to make the most out of every relationship.

2. Synchronization – Disconnected users’ data must roll up to the main database, flawlessly, each time they connect. • SalesOutlook has proven, rock solid synchronization using Outlook offline folders and Exchange. You don’t need a separate sync server, and it always works – flawlessly – every time you press <F9>. • The product must be engineered for synchronization. In typical CRM / SFA / Account Management software packages, synchronization was added later and was not built into the system design from the beginning. SalesOutlook was structured from its initial design to be used offline. • Account Management –Contacts must roll up to an ultimate Account record for data integrity, integration and ultimately for targeting, profiling, segmentation and reporting.

3. Considerations When Selecting A Team Collaboration Solution • Synchronization – Disconnected users’ data must roll up to the main database, flawlessly, each time they connect. • SalesOutlook has proven, rock solid synchronization using Outlook offline folders and Exchange. You don’t need a separate sync server, and it always works – flawlessly – every time you press <F9>. • The product must be engineered for synchronization. In typical CRM / SFA / Account Management software packages, synchronization was added later and was not built into the system design from the beginning. SalesOutlook was structured from its initial design to be used offline. • Account Management –Contacts must roll up to an ultimate Account record for data integrity, integration and ultimately for targeting, profiling, segmentation and reporting.

4. Considerations When Selecting A Team Collaboration Solution (cont’d) • Technology– Approach for data storage, customization tools and integration; must have a solid path for staying current as technology evolves. • Initial Investment – Server software cost, client software cost, hardware upgrades, customization, deployment and training. • Total Cost of Ownership – The ongoing cost of maintaining the system, enhancing/extending it, continuing training and support of your team must be kept to a minimum. • Ease of Use – Systems that further leverage existing knowledge and behavior patterns have higher adoption rates, lower training costs and produce maximum return on investment.

5. Common “Front Office” Solution Requirements • Strong integration with Outlook and Microsoft Office. • Email, calendar and documents (merging, faxing, bulk personalized email). • Intuitive and easy to use interface. • Quick, reliable synchronization for disconnected users. • Hierarchical Account and Contact Management with multiple Locations. • Customer segmentation, profiling and planning tools. • Customer service functionality to track inquiries and escalation / follow up; searchable knowledgebase of known resolutions to common issues. • Reporting on sales pipeline and service activities (sample requests, competitive activity, sales forecast, open customer service inquiries, etc.). • Integration to legacy, 3rd party and XML-based systems and databases. • Customization to fit the needs of various divisions, functions and users (sales methodology, marketing processes, service best practices, etc.) • Custom forms, custom fields, programming API and custom reporting. • Integration with PDA’s and Wireless technologies.

6. SalesOutlook Sets The Standard ForTeam Collaboration And Electronic Interaction • Is flexible and easy to use. • Utilises existing technology infrastructure and investment in Microsoft Office and Microsoft Exchange Server. • Leverages users’ familiarity with Microsoft Office, Outlook and email for greater acceptance and faster adoption. • Improves collaboration, information access, service response times and overall information worker productivity. • Turns Outlook into an account-based, interaction-driven, easy-to-use relationship collaboration tool. • Enables organizations to integrate SalesOutlook into business processes and with Microsoft and 3rd party technologies. • Is affordable to buy, implement and own. • Produces a fast return on your investment.

7. Building Better Relationships Is Easy With SalesOutlook SalesOutlook provides your people easy to use tools they need to be more productive and provide better service to your customers and business partners. Right inside of Microsoft office!!!

8. SalesOutlook Makes Users Productive Faster By Leveraging Their Familiarity With Microsoft Office Gartner Group suggests that business users spend more time in Microsoft Office than any other application suite, and they spend more time in Outlook than all of the other Office programs combined. SalesOutlook uses this to its advantage by providing robust account, contact and relationship management features along with team collaboration capabilities right inside Microsoft Outlook and Office. This makes your users more productive and virtually eliminates “user acceptance” issues that are common with typical CRM, SFA and Contact Management packages.

9. SalesOutlook is Flexible and Can Manage Any Sales or Business Process – Simple or Complex Pre-Sale Post Sale Plan Sell Relationship Review • Negotiation Process • Reference Manual • Team Coordination • Collateral Fulfillment • Order Entry • Product Availability • Promotion Management • Sample Management • Customer Inventories • Reports • Sales Tools • Networking • Added Value • Analysis • Business Reviews • Proof of Value • Product • Development • Services • Reports • Competition • Recognition • Deployment • Training • Sales Tools • Forecasting • Motivation • Channel Strategy • Call Targeting • Lead Management • Opportunity Strategy • Credit • Proposals • Technical Support • Funnel Management • Product Planning • Pricing • Contracts • Reference Material • Billing/AR • Installation • Service • Returns • Change Orders • Warranty Expense reports, communication, call reports, calendar coordination, training, etc.

10. Easily Manage Relationships and Complex Account Hierarchies With SalesOutlook • Streamlined, one screen access to all your important account information. • Easily customize field labels and choice list values. • Accounts are assigned to account managers and team members. • “Drill Down” into related Locations, Contacts, Notes, Opportunities and more.

11. SalesOutlook Helps You Build BetterRelationships With Your Contacts • Easy access to all your important Contact information. • Information is always one or two clicks away. • Quick, integrated access to email, tasks and calendar. • Keep track of all your interactions to build a complete history of each relationship.

12. Grow Sales By Moving OpportunitiesThrough Your Pipeline Faster • Track the movement of Opportunities through the Sales and Delivery process. • Track Notes, Tasks and Appointments for each Opportunity. • Associate multiple Contacts with each Opportunity. • Track the Lead Source on the Opportunity to gauge Marketing Effectiveness.

13. Easily Schedule And Assign Follow UpTasks And Appointments • Quickly generate and assign follow up Tasks and Appointments when completing each Milestone in the Sales Process. • Collaborate online using NetMeeting or Microsoft Exchange Conferencing Server. • Create recurring Tasks and Appointments or one-time activities, just like you already do in Outlook.

14. Ensure That Every Request Is Handled Promptly And Professionally • Improve satisfaction by responding to all requests faster. • Stop things from “falling through the cracks” to create happy customers and business partners. • Leverage knowledge and experience by creating a searchable knowledge base. • Keep track of all the Actions that take place in handling complex requests.

15. Integrating Word Documents And Excel Spreadsheets Is A Snap! • Incorporate your own Microsoft Word and Microsoft Excel templates into SalesOutlook. • Generate literature, forms, proposals, contracts and letters with just a few clicks. • Word Documents and Excel Spreadsheets generated within SalesOutlook auto-matically become a part of the Account and/or Contact historical record.

16. Free-Form Notes Allow You To Build A Detailed History Of Interactions • Attach or link any file system object or Outlook item to any Note for permanent storage and quick access. • Quickly convert any email message into history and share information with colleagues instantly. • Use Outlook Categories to make searching for specific information quick and easy.

17. Powerful, Flexible Reporting & Analysis • SalesOutlook offers several “canned” sample reports to get you started. • Any number of custom reports can be created using Crystal Reports, the industry standard in reporting. • Build your own reports with Crystal, Excel, MapPoint and many other popular ODBC-aware tools. • SalesOutlook and its Partners can build reports to meet your exact requirements at affordable rates (if you need help).

18. Build Instant Views & Action Lists Inside Outlook Build custom views into your live data with just a few mouse clicks!!! Shared views can be built by Administrators, and Private views can be added by any User. Views are easily customized and serve as an ad-hoc, on-screen query tool. Views are very powerful and flexible, and they are easy to create.

19. Use SalesOutlook Within Outlook Web Access! Work with Accounts, Contacts and Notes inside OWA 2002-03! Account form labels and Drop Down lists customizations are retained in SOWA. Anytime, Anywhere access to SalesOutlook data in your IE 5.5 or later web browser! No Client-Side Software to Install.

20. Use SalesOutlook On Your Pocket PC Or Tablet PC • All Windows-powered Pocket PCs supported as are Tablet PCs. • Synchronize your Pocket PC with SalesOutlook. • Go Wireless with a Pocket PC Phone Edition from T-Mobile, AT&T, Toshiba, et. al. • Ideal for road warriors, sales people and executives on the go. • Have the information you need, when you need it, no matter where you are!

21. Just A Few SalesOutlook Customers … • Penske (150) Logistics Supply Chain Management www.penske.com • ConvaTec (330) Healthcare Products www.convatec.com(Division of Bristol-Meyer Squibb) • Solvay (150) Healthcare Products & More www.solvay.com • Presstek, Inc. (97) Printing Technology Mfg. www.presstek.com • Rock-Tenn Company (200) Paper Products Mfg. www.rocktenn.com • Prologis (300) Distribution / Logistics www.prologis.com • US Gypsum Corporation (60) Building Materials Mfg. www.usg.com • Growing to 450 • NEC (150) Consumer Electronics www.NECvisualsystems.com

22. Request a Demo The Best Way To Understand The Power And Flexibility Of SalesOutlook Is To Experience It!

23. Thank You! Q & A If you have questions, please contact us. Our team is standing by to assist you.