CRM- The Systems House, Inc. CRM- The Systems House, Inc. 11

CRMCRM Relationship Development Relationship Development

MDS Sales Management MDS Sales Management

Tools Tools

CRM- The Systems House, Inc. CRM- The Systems House, Inc. 22

CRM / Telemarketing ToolsCRM / Telemarketing Tools

MDS CRM MDS CRM – Import of Prospect Contact InformationImport of Prospect Contact Information– First Contact/ClassificationFirst Contact/Classification– Tracking CommunicationTracking Communication– Follow through to CloseFollow through to Close– Custom ReportsCustom Reports– Key Performance Indicator Key Performance Indicator

CRM- The Systems House, Inc. CRM- The Systems House, Inc. 33

CRM / Telemarketing OverviewCRM / Telemarketing Overview

Automate and integrate every aspect of Automate and integrate every aspect of Prospect contact and progressProspect contact and progress

Prospect information passes smoothly from Prospect information passes smoothly from individual to individualindividual to individual

All individuals dealing with the Prospect All individuals dealing with the Prospect have all of the important information have all of the important information required to properly develop the account at required to properly develop the account at their fingertipstheir fingertips

Reports evaluating progress Reports evaluating progress

CRM- The Systems House, Inc. CRM- The Systems House, Inc. 44

Data Can be Loaded from ExcelData Can be Loaded from Excel

CRM- The Systems House, Inc. CRM- The Systems House, Inc. 55

Define Search Parameters Define Search Parameters

CRM- The Systems House, Inc. CRM- The Systems House, Inc. 66

Prospect SummaryProspect Summary

CRM- The Systems House, Inc. CRM- The Systems House, Inc. 77

Call DetailCall Detail

CRM- The Systems House, Inc. CRM- The Systems House, Inc. 88

Status DetailStatus Detail

CRM- The Systems House, Inc. CRM- The Systems House, Inc. 99

Note CaptureNote Capture

CRM- The Systems House, Inc. CRM- The Systems House, Inc. 1010

CRM Call Detail Page TwoCRM Call Detail Page Two

CRM- The Systems House, Inc. CRM- The Systems House, Inc. 1111

Sales Detail Page 3Sales Detail Page 3

CRM- The Systems House, Inc. CRM- The Systems House, Inc. 1212

Tracking Communications Tracking Communications

CRM- The Systems House, Inc. CRM- The Systems House, Inc. 1313

Email Created Email Created

CRM- The Systems House, Inc. CRM- The Systems House, Inc. 1414

Email Confirmation Email Confirmation

CRM- The Systems House, Inc. CRM- The Systems House, Inc. 1515

Crystal Reports DesignCrystal Reports Design

CRM- The Systems House, Inc. CRM- The Systems House, Inc. 1616

Telemarketing ReportTelemarketing Report

CRM- The Systems House, Inc. CRM- The Systems House, Inc. 1717

Selected ValuesSelected Values

CRM- The Systems House, Inc. CRM- The Systems House, Inc. 1818

Report Report

CRM- The Systems House, Inc. CRM- The Systems House, Inc. 1919

Executive Inquiry Sales SummaryExecutive Inquiry Sales Summary

CRM- The Systems House, Inc. CRM- The Systems House, Inc. 2020

Sales Report SummarySales Report Summary

CRM- The Systems House, Inc. CRM- The Systems House, Inc. 2121

Call ReportCall Report

CRM- The Systems House, Inc. CRM- The Systems House, Inc. 2222

Dashboard Key Performance IndicatorDashboard Key Performance Indicator

CRM- The Systems House, Inc. CRM- The Systems House, Inc. 2323

CRM Summary - BenefitsCRM Summary - Benefits Better, more efficient Better, more efficient

management of management of Telemarketing Telemarketing efforts.efforts.

Instant access to all Instant access to all relevant information relevant information

Contact information Contact information is easily available is easily available throughout throughout enterprise (MDS)enterprise (MDS)