1. SFCRM – Focus on business, not technology sfainity SFCRM – Focus on business, not technology sfainity Introducing……. SFCRM Special Features

2. SFCRM – Focus on business, not technology sfainity SFCRM – Focus on business, not technology sfainity Key Concepts User Interface Definition User Color Themes Territory Assignments Custom Data Fields Page Layouts Pick-Lists Definition Sales Processes Data Management Quick Activity/Task Logging Attachments/Document management Vocabulary for Custom Verticals Advanced Filters and Reports Application Monitoring

3. SFCRM – Focus on business, not technology sfainity SFCRM – Focus on business, not technology sfainity Every element of the User interface can be configured to be as detailed or as simple as defined by the end user User Interface

4. SFCRM – Focus on business, not technology sfainity SFCRM – Focus on business, not technology sfainity There is a wide selection of color themes to suit end user tastes. Custom colors can be added by the channel partner User Color Themes Color Theme selections based on Yahoo! Color schemes

5. SFCRM – Focus on business, not technology sfainity SFCRM – Focus on business, not technology sfainity Here are samples of the various color themes as well as a custom designed User Interface User Color Themes Barbie for the Ladies Corporate BlueKhaki for the Field Sales rep Custom for the savvy customer

6. SFCRM – Focus on business, not technology sfainity SFCRM – Focus on business, not technology sfainity Territories are signed to sales reps & can be defined by geography, area code, zip code, people or product types. Additional classifications based of class/type are also possible Territory Selections Admin -> Territories

7. SFCRM – Focus on business, not technology sfainity SFCRM – Focus on business, not technology sfainity You can add any # of Custom Data Fields (CDF) to any Entity. Math calculation as well as Jscript validation can be defined in the CDF Custom Data Fields Admin -> Fields & labels

8. SFCRM – Focus on business, not technology sfainity SFCRM – Focus on business, not technology sfainity Page Layouts can be modified and you can specify the level of detail that a User is allowed to view. Multiple Page-layouts can be defined. Page Layouts Admin -> PageLayouts

9. SFCRM – Focus on business, not technology sfainity SFCRM – Focus on business, not technology sfainity Picklists values can be easily added with an easy to use interface. Pick List Definitions Admin -> PageLayouts

10. SFCRM – Focus on business, not technology sfainity SFCRM – Focus on business, not technology sfainity You can define multiple sales processes and associate them with specific opportunity types Sales Processes Admin -> Sales Processes

11. SFCRM – Focus on business, not technology sfainity SFCRM – Focus on business, not technology sfainity You can import fresh Accounts, Contact Opportunity & Activities as well As mass-update certain fields. Specially designed for offline back-office Integration such as Accounting or logistics Data Management Admin -> Data Management

12. SFCRM – Focus on business, not technology sfainity SFCRM – Focus on business, not technology sfainity Quick Call Logging Quick Call Icon Contact Tel #s Can be Interaced To PBX TAPI VOIP Subject Call Notes Brings up next Contact in Sync with The Contact Screen Nest follow-up Call Quick Activity Log Productivity Tools

13. SFCRM – Focus on business, not technology sfainity SFCRM – Focus on business, not technology sfainity Summary New Features and Functionality provides end users to quickly setup, deploy, configure and customize to suit their individual requirements Rapid ROI and low TCO for hosted CRM deployments enables barriers to adoption by SMB customers No programming customization enables lower end user pricing ensuring rapid SMB market penetration