© TacticSolutions Ltd. All rights reserved Collaboration and Knowledge Solutions for Contact and Sales Force Management from SecuriQuest Ltd. 1 Grey Garth Newton on Ouse York YO30 2BS Tel: url:

© TacticSolutions Ltd. All rights reserved Customer Relationship Management “Much of what is actually being achieved with CRM is not rocket science, so for a short while we can drop the inflated claims and bewildering terminology. What most large companies would like to achieve is the following: 1. They would like to know who their customers are. 2. They would like to know how much their customers spend and what they spend it on. 3. They would like to have the correct contact details. 4. They would like to share customer data between different parts of the business. Most other claims are pipe dreams that exist only in the minds of management consultants and CRM technology vendors.” (Butler Group. 2001)

© TacticSolutions Ltd. All rights reserved Tactic Solutions Products Ideal for the smaller enterprise. Fully customisable system Low cost of ownership users. Full featured Sales Force Automation and communication portal - Hosted Service. Online and offline versions. Internet based CRM for the larger Enterprise Ideal for the corporate intranet and integration Customer Knowledge Management and Collaboration

© TacticSolutions Ltd. All rights reserved Client List Including….. Vivendi Water Honeywell Avient Technologies Scientifics Ltd Harlan Sera Lab Ltd Cope and Timmins Ltd Boalloy ECR Ltd Midas selection TSE Catering Equipment Towers Perrin plc Optiroc plc Wirtz Manufacturing Inc. PK Tiga Engineering LabourPool Recruitment Ltd Down Lisburn NHS Trust Versatel Telecom Analytical Technologies Ltd Rocket Graphics Antiquesweb.com Upmystreet.com and many more…..

© TacticSolutions Ltd. All rights reserved Customer Comment “I must tell you that, in my opinion SalesNotes is faster and easier to adapt than Goldmine could ever be!” Martin Musker Managing Director UK Tax Free Refund Ltd

© TacticSolutions Ltd. All rights reserved Case Histories –(Formerly British Rail Laboratories) –8 sites plus remote users linked to central server at Derby –Thin Client Citrix Installation – SalesNotes Recruit Specialist Recruitment Database

© TacticSolutions Ltd. All rights reserved Tracking and Management – Opportunities and Sales – Actions – Correspondence Campaign Management and Call Scheduling Document Attachments to Actions, Opportunities and Correspondence Synchronization of data with MS Outlook Report Writer – Create new report and quote templates in Word and Excel -shots Additional Information Pages – Geographical information – Parents/subsidiaries – Record History

© TacticSolutions Ltd. All rights reserved Order History and Competitor Analysis screen Record Association – parent and subsidiary companies Diary and Scheduler Database synchronization – Live Data via the Internet – Internet synchronization for remote users working offline – Multiple server synchronization - Server sync between offices Flexible security and access levels User customization, fields and definable options Utilities – Duplicate checking – Find and replace – Sectorisation - Assignment of accounts

© TacticSolutions Ltd. All rights reserved Optional Extras: – Discussion Groups – Sales Planner – Library feature – Communications Center -sharing customer information – Database option – Oracle – SQL Server – Full compatibility with – Mobile solutions – Additional User customizable features – Customization Service from Tactic Solutions and Partners

© TacticSolutions Ltd. All rights reserved All the functionality of but developed for the Internet: – Thin Client – Internet secure – Use in Corporate Intranet, Extranet or via the Internet – Real-Time information and Changes

© TacticSolutions Ltd. All rights reserved  Journal Entries, Actions, Meetings and Calls o Additional details o Notes o Attachments  Letters Sent/Received  s Sent/Received  Mailshots  Template Letters  Opportunities o Notes o Attachments  Quotes and orders o Notes o Attachments Company Associate Companies  Details  Additional details  Notes  Attachments  Geographical Information Contact 2 Contact 1 Etc… Campaigns  Details  Additional details  Notes  Attachments Etc… Database Structure /

© TacticSolutions Ltd. All rights reserved Other sites Network users. Other Site server connects to Head office via the Internet. Where Internet connections are good this can be live using SalesTactician/SalesNotes. Where the connection is not good The server maintains a mirror database and synchronizes Remote User with local database Manual Sync from SalesNotes offline client where no fast internet access is available or LIVE link via SalesTactician/SalesNotes Main Database Server Connected to Internet Can be either In-House or Hosted Head Office Network use SalesTactician/SalesNotes The Internet Internet Solutions