CRM- The Systems House, Inc. 1 CRM Relationship Development MDS Sales Management Tools

CRM- The Systems House, Inc.2 CRM / Telemarketing Tools  MDS CRM –Import of Prospect Contact Information –First Contact/Classification –Tracking Communication –Follow through to Close –Custom Reports –Key Performance Indicator

CRM- The Systems House, Inc.3 CRM / Telemarketing Overview  Automate and integrate every aspect of Prospect contact and progress  Prospect information passes smoothly from individual to individual  All individuals dealing with the Prospect have all of the important information required to properly develop the account at their fingertips  Reports evaluating progress

CRM- The Systems House, Inc.4 Data Can be Loaded from Excel

CRM- The Systems House, Inc.5 Define Search Parameters

CRM- The Systems House, Inc.6 Prospect Summary

CRM- The Systems House, Inc.7 Call Detail

CRM- The Systems House, Inc.8 Status Detail

CRM- The Systems House, Inc.9 Note Capture

CRM- The Systems House, Inc.10 CRM Call Detail Page Two

CRM- The Systems House, Inc.11 Sales Detail Page 3

CRM- The Systems House, Inc.12 Tracking Communications

CRM- The Systems House, Inc.13 Created

CRM- The Systems House, Inc.14 Confirmation

CRM- The Systems House, Inc.15 Crystal Reports Design

CRM- The Systems House, Inc.16 Telemarketing Report

CRM- The Systems House, Inc.17 Selected Values

CRM- The Systems House, Inc.18 Report

CRM- The Systems House, Inc.19 Executive Inquiry Sales Summary

CRM- The Systems House, Inc.20 Sales Report Summary

CRM- The Systems House, Inc.21 Call Report

CRM- The Systems House, Inc.22 Dashboard Key Performance Indicator

CRM- The Systems House, Inc.23 CRM Summary - Benefits  Better, more efficient management of Telemarketing efforts.  Instant access to all relevant information  Contact information is easily available throughout enterprise (MDS)