CRM that is as easy as your email. SalesOutlook is the Premier Outlook based CRM product.

1. Common Sense CRM Prepared for Presented by Keith Bilyeu CogentDigital, Inc.N196 Eastowne LaneAppleton, WI 54915

3. As Easy to Use As Your Email!!!

4. As a Matter of Fact SalesOutlook is Part of Outlook itself!!!! Think of It As “Common Sense” CRM!!!

5. Considerations When Selecting A CRM Solution Synchronization – Remote (field Sales) users’ data must roll up to the main database, flawlessly, each time they connect. The software should have been designed with synchronization in mind. The easier the better Account Management – Contacts must roll up to an ultimate Account record

6. Considerations When Selecting A CRM Solution (cont’d) Technology – Good path for staying current as technology evolves. Total Cost of Ownership – Hardware, server side software costs and the ongoing cost of maintaining the system, enhancing / extending it, continuing training and support of your team. Ease of Use – Systems that further leverage existing knowledge (Outlook email) have higher success rates, lower training costs, and produce maximum return on investment.

7. SalesOutlook “Common Sense” CRM Goals Be Flexible and Easy to Use. Leverage User’s Familiarity with Microsoft Office, Outlook, and Email for Greater Acceptance and Faster Adoption. Be Affordable to Buy, Implement and Own.

8. Building Better Relationships Is Easy With SalesOutlook SalesOutlook Provides Your People Easy to Use Tools They Need to Be More Productive and Provide Better Service to Your Customers and Business Partners. Right Inside of Their Email System!!!

9. SalesOutlook Makes Users Productive Faster By Leveraging Their Familiarity With Microsoft Office CRM experts suggest that business users spend more time in Microsoft Office than any other application suite, and they spend more time inOutlook than all of the other Office programs combined. SalesOutlook uses this to its advantage by providing robust relationship management and collaboration features right inside Outlook and Office. This makes your users more productive and virtually eliminates “user acceptance” issues that are common with other CRM packages.

11. Sales Tools

12. Networking

13. Added Value

14. Analysis

15. Business Reviews

16. Proof of Value

17. Product

18. Development

19. Services

20. Reports

21. Competition

22. Recognition

23. Deployment

24. Training

25. Sales Tools

26. Forecasting

27. Motivation

28. Channel Strategy

29. Call Targeting

30. Negotiation Process

31. Reference Manual

32. Team Coordination

33. Collateral Fulfillment

34. Order Entry

35. Product Availability

36. Promotion Management

37. Sample Management

38. Customer Inventories

39. Lead Management

40. Opportunity Strategy

41. Credit

42. Proposals

43. Technical Support

44. Funnel Management

45. Product Planning

46. Pricing

47. Contracts

48. Reference Material

49. Billing/AR

50. Installation

51. Service

52. Returns

53. Change Orders

54. Warranty Expense reports, communication, call reports, calendar coordination, training, etc.

55. Easily Manage Accounts Having Multiple Locations With SalesOutlook Streamlined, one-screen access to all your important account information. Easily customize field labels and choice list values. Accounts are assigned to account managers and team members.

56. SalesOutlook Helps You Build Better Relationships With Your Contacts Easy access to all your important Contact information. Information is always one or two clicks away. Quick access to email, and keep track of all your interactions and your schedule for each business relationship.

57. Grow Sales By Moving OpportunitiesThrough Your Pipeline Faster Track the movement of Opportunities through Stages / Milestones. Track Notes, Tasks and Appointments for each Opportunity. Quickly convert a “won” opportunity into a project for delivery. Associate multiple Contacts with each Opportunity.

58. Free-Form Notes Allow You To Build A Detailed History Of Interactions Attach or link any file system object or Outlook item to any Note for permanent storage and quick access. Quickly insert the content of any email message to store permanently and to share with colleagues. Use Outlook Categories to make searching for specific information quick and painless.

59. Easily Schedule And Assign Follow UpTasks And Appointments Quickly generate and assign follow up Tasks and Appointments when completing each Milestone in the Sales Process. Built-in support for online meetings and conferences using NetMeeting or Microsoft Exchange Conferencing Server. Create recurring Tasks and Appointments or one-time activities, just as you would in Outlook.

60. Ensure That Every Request Is Handled Promptly And Professionally Improve satisfaction by responding to all requests faster. Stop things from “falling through the cracks” to create happy customers and business partners. Leverage knowledge and experience by creating a searchable knowledge base. Keep track of all the Actions that take place in handling complex requests.

61. Integrating Word Documents And Excel Spreadsheets Is A Snap! Incorporate your own Microsoft Word and Microsoft Excel templates into SalesOutlook. Generate literature, proposals, and letters with just a click or two. Documents and Spreadsheets are automatically associated with Contacts and Accounts.

62. Powerful, Flexible Reporting & Analysis SalesOutlook offers “canned” reports to get you started. Point and click reporting Any number of custom reports can be easily created suing Excel or industry standard Crystal reports

63. Build Instant Reports & Lists Inside Outlook Itself! Views are easily customized ad-hoc queries that display information you need in list format. One click opens the record!

64. The Best Way To Understand The Power And Flexibility Of SalesOutlook Is To See It In Action! Live System Overview

65. Partial SalesOutlook Client List Penske (150) Logistics Supply Chain Management www.penske.com ConvaTec (330) Healthcare Products (Division of BMS) www.convatec.com Solvay (150) Healthcare Products & More www.solvay.com Presstek, Inc. (75) Printing Technology Mfg. www.presstek.com Informatics (27) Project Management www.informaticscorp.com Prologis (300+) Distribution / Logistics www.prologis.com US Gypsum Corporation (60) Building Materials Mfg. www.usg.com NEC (75) Consumer Electronics www.necsam.com

66. Q & A

67. Thank You!!!