1. MYOB ClientConnect Product Suite – Processing Sales
August 2009

2. MYOB ClientConnect Products
The MYOB ClientConnect Product Suite is made up of 3 Products:
MYOB ClientConnect
MYOB ClientConnect Plus – integrates with MYOB Premier and MYOB Premier Enterprise
MYOB EXO ClientConnect – integrates with MYOB Premier/MYOB Premier Enterprise AND MYOB EXO Business
MYOB ClientConnect Plus
MYOB EXO ClientConnect

3. Selling ClientConnect or ClientConnect Plus
MYOB ClientConnect and MYOB ClientConnect Plus
These 2 products can be sold by all team members in Team Siberia, and are also available through retail outlets and BD Partners
These 2 products are sold through Archie in the same way that the Accounting range of products are sold
For those team members not in Team Siberia, you will be required to create an Opportunity as you do now for all full box products using the Product Line of All Products

4. Selling EXO ClientConnect
MYOB EXO ClientConnect is sold in a different way:
Can only be sold by a select few team members in the BD Contact Centre
Is not available through retail outlets or BD Partners (BD Partner will be able to in the future)
Will be available through ED Partners
If a client is interested in purchasing MYOB EXO ClientConnect you must create an Opportunity
On the Opportunity you will be required to select the MYOB EXO ClientConnect Product Line – no Group will need to be selected

5. ClientConnect Agreements
ClientConnect and ClientConnect Plus are both sold with a 12 month support agreement
When the client registers their software they are automatically ed their Activation Key
The client needs to enter their Serial Number and Activation Key into their software in order to use it
The client will be sent a renewal notice after the 12 months – if the client’s agreement expires their software will become read-only
MYOB EXO ClientConnect is sold with a recurring annual support agreement – the client will be automatically billed each year from the account they specify on their Order Form

6. Family Upgrades
Upgrades between the ClientConnect and ClientConnect Plus products are handled in a similar way to how we handle Family Upgrades now
When modifying the ClientConnect product, you will have the choice of 2 upgrade options to ClientConnect Plus
Which option you select depends on the clients current agreement

7. Family Upgrades
If the client has less than 3 months left on their current MYOB ClientConnect agreement:
use Part # MCCPCONMCC-3MTH-AU
This gives the client ClientConnect Plus with an additional 12 months support agreement
If the client has greater than 3 months left on their current MYOB ClientConnect agreement:
use Part # MCCPCONMCC-AU
This gives the client the ClientConnect Plus product with the remainder of existing ClientConnect support agreement only

8. Upgrading to EXO ClientConnect
If a client is currently using ClientConnect or ClientConnect Plus and they wish to upgrade to EXO ClientConnect:
There is no upgrade product in Archie
There is no discounted upgrade price
You will need to follow the standard procedure of selling a full box of EXO ClientConnect
The client will be sold a full box of EXO ClientConnect and their old agreement will be ended – this will be completed by the select team members handling the EXO ClientConnect sales

9. ClientConnect Plus – Multi User
ClientConnect Plus has the ability to be run on a peer-to-peer network
If a client would like to have multiple employees using ClientConnect Plus over a peer-to-peer network, the client will need to purchase multiple copies of the software for each of the users and their machines

10. ClientConnect Plus – Multi User
When selling ClientConnect Plus for use as a multiple user program, you would need to select more than one copy of the ClientConnect Plus product on your Quote e.g.
1st New Line Item – select ClientConnect Plus Product
2nd New Line Item – select ClientConnect Plus Product
This means the client is sent multiple copies of the product, and each product will have its own Serial Number to be used to install and license the software on each machine
The client can then activate sharing from within the ClientConnect software

11. Trial Versions 2 Trial Versions will be available on myob.com;
MYOB ClientConnect and MYOB ClientConnect Plus
The Trial Versions will be functional for 30 days
Clients can upgrade from the Trial Version to the full version and keep using their existing Trial Version data

12. Archie Product Part Numbers
Full Products:
ClientConnect - MCC-AU/NZ
ClientConnect Plus - MCCP-AU/NZ
Trial Version Upgrades to Full Versions:
ClientConnect - MCCCONTD-AU/NZ
ClientConnect Plus - MCCPCONTD-AU/NZ
Note: You will be given a Quick Reference Card later this week that will include all the ClientConnect Part Numbers and Pricing

13. Questions??