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[ Solution Overview ] 1 of 11 7/13/2015 Lead Delivery System White Paper Directory Sales Lead & Marketing Tool Olympic Technology Consulting Services, LLC “Bringing Small Business to the Web” www.olympictcs.com bizdev@olympictcs.com
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[ Solution Overview ] 2 of 11 7/13/2015 Web application Captures registration/lead information for clients Creates reports to track orders Client converts leads into sales Generates revenue for clients WHAT IS A LEAD DELIVERY SYSTEM
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[ Solution Overview ] 3 of 11 7/13/2015 Publicly traded, major online content corporation Technology-focused 2,000+ employees worldwide 2005 net income: $27 million WHO NEEDED A SOLUTION
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[ Solution Overview ] 4 of 11 7/13/2015 Track opt-in registrations and leads from various websites Organize registrations from advertisement media Provide customized delivery of information to client Track delivery of leads for revenue recognition purposes Create reports and alerts on major differentials to client Calculate rolling 4-week average of leads generated 20-40% daily fluctuations Critical system file changes and publishes WHAT WAS NEEDED
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[ Solution Overview ] 5 of 11 7/13/2015 Custom built solution Windows-authentication based Used by 100+ employees Each with different functions and necessities Passed Sarbanes-Oxley requirements (SOX Compliant) Federal requirement of controls and testing (IPO) Audits testing and checks to verify compliance Served as a model for future projects and systems MAJOR POINTS
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[ Solution Overview ] 6 of 11 7/13/2015 HOW IT WORKS - TECHNICAL Public Facing MySQL Database INTERNAL MS SQL SERVER Reporting Database Registration Form INTERNAL MS SQL SERVER Application Database Oracle Financials Import data using Microsoft DTS Packages Using Microsoft.NET technologies & written in C# Data is cleaned to the client’s specifications Only client’s leads are sent to the application
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[ Solution Overview ] 7 of 11 7/13/2015 Client selects order from main page Download leads and/or view reports Lists all current orders for tracking Promotion materials, products, and services Easy access to information or specific reports
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[ Solution Overview ] 8 of 11 7/13/2015 Tracks information for each invoice Improved accuracy for meeting and understanding goals Customizable views allow for easy lead verification and/or deletion View order information (client receipt) Choose what they need to view
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[ Solution Overview ] 9 of 11 7/13/2015 Cleanly lists requested information Easily “reject” information you do not need/want Assign codes to those not wanted for reporting purposes View the lead information
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[ Solution Overview ] 10 of 11 7/13/2015 Export the information into Excel spreadsheets Convert registrations into leads for client Easily deliver information to clients via email Sort information as needed Importable into CRM systems
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[ Solution Overview ] 11 of 11 7/13/2015 Olympic Technology Consulting Services, LLC “Bringing Small Business to the Web” www.olympictcs.com bizdev@olympictcs.com
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