Version 10.6 Quote Import Tigerpaw CRM+ What’s New in 2005 What’s New in Version 10 Information Systems Association ISA Increasing Sales

©Tigerpaw Software, Inc. Surprise, surprise First, the commercial! 2

©Tigerpaw Software, Inc. Total Care: No Surprises Implementation Assistance Guide Service with Coach PRIME Program: Product Implementation & Education Business Process Consulting Services Software Support Unlimited 800# support On-Line Service Request Entry Unlimited use of Knowledge Base Unlimited support Service Pack updates Education & Training Tigerpaw University Instructor-led training Labs at Tigerpaw Headquarters Tutoring Services Access to topic-specific Webinars 3 Total Care ™ Maintenance

©Tigerpaw Software, Inc. Tigerpaw v 10.6 New Features New!Manufacturer’s Configuration Import into Quote New!Personalized Proposals New!Assign Items on a Quote to a Location/Phase New!Quote to Multiple Installation Service Order Wizard New!Materials Management by line item Purchasing Wizard New! EZBill™ time log billing by category New!Job Costing by tracking actual cost to fill order New!Professional Services Billing (PSB) multiple SO 1 Invoice New! Test Database *The following services are available for an additional fee New!GPS Tracking* New!2-way Managed Service Integrator* Q2Exchange Integration* Following available at no charge if you have ETS or Easy Care

©Tigerpaw Software, Inc. 5 Enhanced Product Line Mobile Solutions: Blackberry Treo Pocket PC Tablet PC Windows Mobile - signature capture Web Access: 24 hour web access to your Tigerpaw database. Portals designed for access by Customers, Staff, and Management. Barcode Solutions: handheld and wedge, manage inventory better using barcode technology; expedite inventory counts and purchase order receiving Real-time QuickBooks Integration (Peachtree coming soon)

©Tigerpaw Software, Inc. Enough Already Now, On With The Show 6

©Tigerpaw Software, Inc. Programs to generate new leads Search Engine Placement Webinars Tradeshows Web-Based Advertising Videos Business Blogging Web-Based Forums Direct Mail Web Collaterals Print Collaterals Print Advertising Public Relations Radio Referral Rewards 7 Welcome to the marketing jungle.

©Tigerpaw Software, Inc. Question? What is the best source for new leads? 8

©Tigerpaw Software, Inc. Best source of new leads Referrals 9 Staying in touch with existing customers and maintaining an active relationship with those customers is a key to generating referrals. For many integrators, this could be the most desirable application of CRM and the greatest source of new leads.

©Tigerpaw Software, Inc. What happened to that lead? Are leads falling through the cracks?

©Tigerpaw Software, Inc. How do you manage leads? Answer this question: Once you get the new lead, are you effectively and efficiently managing the sales process? 11

©Tigerpaw Software, Inc. Lead management, easy as Three key ingredients to increasing sales: 1.Opportunity Management 2. marketing 3.Follow-up 12

©Tigerpaw Software, Inc. Opportunity Management Quiz Why track Opportunities? What are sales Stages? What Status can a Stage have? Do you know the number of accounts in each stage? Do you know the $ value of accounts within a stage? Can you now get accurate sales Forecasts? Do you know the average time to move thru stages? Do you know the accuracy value of your forecasts? 13

©Tigerpaw Software, Inc. Marketing The Basics Maintain accurate contact information (especially addresses) Profile each account, code them properly Your Bullets Grouping accounts - commonalities Activities – send , letters, schedule follow-up, change profiles & groups templates – groupings, text and HTML, insert database fields Workflow – informs and can trigger Activities Your Weapons Account List View – Create new groupings, schedule activities Group Explorer – schedule activities and follow-up for entire group

©Tigerpaw Software, Inc. Sales Follow-up What do sales reps do? –Schedule tasks - with and without times –View tasks - follow-up list, Calendar –Do tasks - if you are lucky –Forward tasks - way too much, this is where it’s lost –Ignore tasks - most of the time What do you do? –Manage Tasks - Run the aged Follow-up report –Measure Tasks - Accounts contacted daily 15

©Tigerpaw Software, Inc. The Next Step Just Do It! - Set up opportunities, manage and measure them - Get your act together, start group ing - Make sure everyone performs on-time follow-up 16

©Tigerpaw Software, Inc. Template Example

©Tigerpaw Software, Inc. Another template example 18

Tools to Power your Business Business Management Solutions Since 1984 Tigerpaw CRM+ What’s New in 2005 What’s New in Version 10 The tools to power your business