MYOB Client Connect CRM software that operates in Microsoft Outlook® Business is at essence all about connections, between customers, suppliers, associates, pasts customers, acquaintances and others David Hughan August 2009

Business is at essence all about connections, between customers, suppliers, associates, pasts customers, acquaintances and others Managing and keeping records is essential to professional business conduct

The MYOB ClientConnect Suite Is an Easy to Use CRM Tool That Works in Microsoft Outlook® Integrates with MYOB Accounting Software Drives Efficient Client Communications & Records Enables greater Sales and Service

The MYOB ClientConnect Suite Standalone single user versions MYOB ClientConnect OZ $99/user/year NZ $119/user/year MYOB ClientConnect Plus OZ $149/user/year NZ $179/user/year Team version MYOB EXO ClientConnect OZ $699/user/ 1st year & $349 2nd year NZ $799/user/1st year & $399 2nd year

Important Information All ClientConnect versions are sold on a Subscription basis

54% believe it will be 12-18 months before the economy will start to improve Source: MYOB Australian Market Monitor, July 2009.” Please indicated how much your business revenues/sales have increased or decreased over the last 12 months?”(n= 1,000)

39% 35% Have decreased sales over the past 12 months ago Have the same sales as 12 months ago Source: MYOB Australian Market Monitor, July 2009.” Please indicated how much your business revenues/sales have increased or decreased over the last 12 months?”(n= 1,000)

70% have the same or more work than 12 months ago http://www.flickr.com/photos/balakov/2468552226/in/set-72157617248349427/ Source: MYOB Australian Market Monitor, July 2009.” Please indicated how much your work has increased or decreased over the last 12 months?”(n= 1,000)

The need to grow sales has never been greater Better customer service More organized More efficient Sales team need a tool Management needs to know what’s going on Tools must be easy and familiar

Small Business Pain Points Knowing how to get new customers Knowing how to market the business for maximum returns Keeping your existing customers Doing direct marketing activities to your customers Knowing how to make use of potential referral channels Managing new sales leads to ensure efficient follow up Analysing your customer database for better communication Keeping your customer database accurate and up to date Monitoring sales staff activities and performance Keeping a record of the customers communication history MYOB Pain Point Study of small business identifies and tracks over 60 pain points that small business have – these are some of the sales and marketing points, CC Suite can clearly help Source: MYOB Pain Points Study Aug /Sept 2008

Top 10+ Features MYOB Client Connect MYOB Client Connect Plus MYOB EXO Client Connect Daily Dashboard Contact Manager Opportunity Manager Date Time Stamp Notes Report Manager Sales Automation / Workflow Group Email Wizard Peer to Peer Sharing Sales/Team Collaboration Company Accounts Auto Quote Generator Works in Outlook Synchronises contacts Organisation and find-ability Management of sales opportunities Additional benefits Quote integration with MYOB Accounting software Sale collaboration over network Automated workflows Manage and collaborate Exchange Integration Training and implementation required

Top Features – Our clients view… In terms of the FEATURES of the concept with most appeal, the top 5 features driving overall appeal of the concept were: Information storage: Storing all information about customers and prospects in one central system (e.g. Outlook) for your business; Integrated with Outlook; Searching: Quickly search your whole computer to find any documents relating to that customer / prospect; Keeping track of communications: Has date and time stamp notes to help you keep track of all communications; Email marketing: Drive your email communication (i.e., any marketing letters or attachments) from this system so they are sent to the right contacts at the right time.

Top 10+ Benefits MYOB Client Connect MYOB Client Connect Plus MYOB EXO Client Connect Greater Chance User Adoption One Application / One Contact Database Linked to your Outlook activities Be more organized Increase activity visibility Increase sales pipeline visibility Increase forecast accuracy Communicate more effectively as a team Touch all prospects / customers more frequently Find customer information faster Consistent sales processes Professional marketing capabilities

The Benefits – What our clients think

Overcoming Objections Price ClientConnect & ClientConnect Plus is in many cases a low priced point. When talking about pricing you should know the following: Main Problem, Number of Users, Budget, Timeline Mail Server, Decision Maker, and Decision Process Competition Our philosophy is not to disparage the competition, rather to reinforce the differentiation of ClientConnect.  “How are you better than the competition?”   I am not sure we are the best fit until we have had a conversation about your requirements. Our clients tell me the reason they chose Client Connect was that it is built into Outlook and it is easy to use ‘The Cloud’ or Web Access Are they comfortable having all their confidential data out in the clear, on an un-secure platform? (VPN is encrypted) Determine what the prospect means by Web Access Do they mean necessarily a hosted solution, or the ability to connect to the Prophet Server via the Internet? If the latter, the ClientConnect server can be set up on a dedicated IP address. Also the ClientConnect terminal Server version supports Remote Desktop. ClientConnect includes total Offline capability. Are they comfortable having no Offline access to the data? Hosted solutions may offer this at an additional price, but it is still not integrated into Outlook.

Overcoming Objections (con’t) Requires more Contact Centric Functionality Qualify further. Many times prospects are simply used to different terminology. ClientConnect has functionality for entering time and date stamped notes and Tacking activity at the contact or account level. Opportunity record can be set to a Sales Status: Existing Clients and be used as an ongoing record for account sales activity Don’t Use MYOB Don’t need to use MYOB Accounting or MYOB EXO offerings for Client Connect to work. You must have Outlook however MailMerge facilities already exist Stress our philosophy of Outlook Integration and being part of the Microsoft platform. Since ClientConnect utilizes the same contact records, users can mail merge from the contacts in Outlook. Mail merge can be performed from an Opportunity list by running a report in Excel format and using Word’s Mail merge function pointing at this Excel file as the contact data source. Mobility Contacts, emails, appointments and tasks created in ClientConnect can be accessed through any PDA that synchs with Outlook. Conversely any contacts, emails, appointments and tasks created in a PDA can be synched to Outlook and ClientCionnect. Mobile access to ClientConnect Sales Opportunity data requires a laptop with the ClientConnect client. ClientConnect is typically compatible with Outlook Add-Ins

Top 10 Barriers – Our clients view…

Some other CRMs…

E.g. Comparing with some other CRMs… MS CRM Mid Enterprise Solution Takes Months to Implement $10,000+ for License & Service Too Complex for SMB’s EXO ClientConnect Sweet Spot 1 to 300 users Implement in Hours Ease of Adoption $700 to $5,000+ for License & Service Effective & elegantly easy to use Outlook BCM Single User – Team Version after thought No implementation best practices or help Separate Contact Database Notes are clunky Little or no support from MS

The Long and the short of it… Source: Reuters Images The Long and the short of it…

What’s next… Launch 25 August in both AU and NZ 1st MYOB subscriptions product in the market Accepted into all the major retail chains Already 600 orders from retail chains! Launched at Professional Partners conference around Australia this month Launch at ED conference early Sept Viral Marketing starts early Sept – Coming Soon

Sneak Peak…

MYOB Client Connect CRM software that operates in Microsoft Outlook® David Hughan August 2009