 Award-winning CRM software with over 20 years experience in the software solution industry  Software solution of choice for small to medium-sized businesses and divisions of large enterprises  Over 120,000 customers with over 1 million licenses sold  Global CRM provider with offices in 4 continents Maximizer Software Fast Facts Vancouver, BC (Headquarters) Sydney, Australia Hong Kong London, United Kingdom

Sample AN/Z Customers

Sample Global Customers

Industry Recognition and Awards Strong Performer: Mid-Market CRM, SFA, Customer Service 10 Must-Have Apps for your BlackBerry - Feb. 2009

What Maximizer CRM Provides MARKETING - List management - marketing - Campaign management - Lead management SALES - Opportunity management and forecasting - Lead management - Quote & order management - Partner management CUSTOMER SERVICE AND SUPPORT - Case management - Customer self-service - Knowledge Base - Account and contact management - Time and task management - Document management - management - Accounting integration - CTI - Reports and wizard-driven dashboards - Workflow Automation - Account and contact management - Time and task management - Document management - management - Accounting integration - CTI - Reports and wizard-driven dashboards - Workflow Automation

Maximizer CRM Strategy Maximizer CRM: Go 3 Access Options  Desktop, Web & Mobile  Works on all smartphones and tablets 2 Delivery Methods  On-premise (customer owns & hosts application)  Cloud-based (customer subscribes, Maximizer Software hosts) 1 Integrated CRM System  Connects all departments across the organisation

Maximizer CRM Access Options Windows Desktop Mobile Access on any smartphone or tablet Offline access & synchronisationWeb Access MaxMobile for BlackBerry ®

Maximizer CRM Deployment Options On-Premise With an on-premise solution, data and software applications are held in-house by the customer where servers, connections, access, and data are all controlled by them and housed internally. Cloud-Based With a cloud-based solution, data and the CRM application are available via the web and servers and data are housed by Maximizer Software. Maximizer Software offers the “Best of Both Worlds” with both On-Premise and Cloud-Based CRM deployment options.

On-Premise – Ideal for Businesses that:  Require a CRM solution customised to meet the unique needs of their organisation  Require their CRM to integrate tightly into the company’s existing business processes and applications/ have complex or real-time integration requirements  Require a certain level of security and control over the data (e.g. within an industry or company whose laws mandate that the data remain behind a firewall)  Require specialised data structures  Are concerned about performance poor internet connection or require heavy offline capability Maximizer CRM Deployment Options

Cloud-Based – Ideal for Businesses that:  Want to get up and running as quickly as possible  Want the flexibility and peace of mind to migrate to an on-premise CRM system in the future with minimal technical requirements and without any data loss  Have limited IT support, infrastructure, technical resources/support staff  Want predictable monthly IT operating expenses  Have a distributed workforce at remote locations

XXX Business Challenges:

Attract. Engage. Succeed Attract more customers than ever before Engage with customers at a deeper level Succeed in your business Anywhere, anytime.

What’s new in Maximizer CRM 12? 1.New Mobile Access User Interface 2.Enhanced Mobile Access Appointment Management 3.Enhanced Web Access User Interface 4.Improved Web Access Speed & Navigation 5.LinkedIn Integration 6.iCalendar Integration 7.Direct links to SharePoint ® Documents and Social Media Profiles 8.Expanded Form Customisation & Display Options 9.Marketing Campaign Management 10.Enhanced Search & View Filter Options 11.Dependent Tasks 12.SQL Server Reporting Service (SSRS)

Mobile Access: Work anywhere, anytime  New user interface optimised for the latest technology (html5) and supports all smartphones and tablets  Intuitive, easy to use touch screens for faster user adoption  Improved calendar usability: view free time, multi-user appointment scheduling, notifications & alerts  Dashboards – instant view of real-time business metrics & insights

Mobile Access: Work anywhere, anytime

Web Access  Improved user interface and navigation (2-pane window)  Increased performance speed and responsiveness  Ability to retrieve contacts, customer service cases and opportunities directly from company record  Microsoft ® Outlook ®, Word ® and Excel ® integration

Web Access

Social Profile Building & Integration LinkedIn integration:  Direct access to a LinkedIn profile and shared connection information from within a contact or company record  Search for contact in LinkedIn and directly link to record in CRM  Send LinkedIn messages & invites through CRM Social Profile Building:  Attach direct links to external websites & social media profiles to a contact record (ie blogs, Twitter streams, Facebook & LinkedIn accounts)

LinkedIn Integration

Hyperlink to Social Media Profiles

Reporting and Marketing Management Business Intelligence:  Out of the box dashboards  Ability to dashboards  SQL server reporting capabilities Marketing Campaign Management:  Associate an opportunity to a campaign  View opportunities generated directly from the campaign window

Business Intelligence

Marketing Campaign Management

Productivity Enhancements  Ability to add hyperlinks to documents stored in external sources (SharePoint ® )  iCalendar integration  Dependent tasks  Expanded form customisation  Enhanced search and view filter options

Hyperlink Documents from Company Library

iCalendar Integration

Dependent Tasks

Expanded Form Customisation

Enhanced Filter Options

Summary 1.Best value in its class for full-featured CRM software 2.Easy to use, set-up and rollout throughout your organisation 3.Complete implementation, including training, in weeks not months 4.Out-of-the-box functionality to address your immediate needs 5.Dedicated Professional Services team to assist with your implementation and ensure all of your needs are met 6.Dedicated training department to ensure user adoption and ROI is achieved 7.Over 20 years experience in CRM software solutions

What our Customers are saying “In a fast paced sales environment ease of maintaining client data is crucial and Maximizer CRM fits the bill perfectly.” - VJ Tukkimaki, Real Estate Associate, Royal LePage Foothills Commercial Division “As a management tool, Maximizer is the lifeblood of our business. If we didn't have Maximizer, we would not have company-wide insights into our projects. That is the key to our business, so to us it is mission critical. - Craig Carter, Director of Marketing and Customer Service, Thordon Bearings

Next Steps:  Feedback and Questions  Connect with XXXX for follow up  Send Maximizer Software Proposal to XXX

NAME ACCOUNT MANAGER Thank you. Questions?