a study by Dell Computer that shows 55% of people have some


1

2
Customer Relationships

• Importance
• How it works

3
Information Overload

• People are having an increasingly difficult time
  dealing with their email their instant messages
  and voicemail their faxes and FedExs and the
  constant demands to understand technology that
  seemingly changes every day at the same time that
  they are expected to produce better things
  faster The Center for the Study of Technology
  and Society (TECSOC)
• Businesses are increasingly experiencing more
  information overload each year

4
Fear of Technology

• a study by Dell Computer that shows 55 of people
  have some fear of technology.
• 36 of office computer users feel their skill
  levels are inadequate.
• An exasperated caller to Dell Computer Tech
  Support couldnt get her new Dell Computer to
  turn on. After ensuring the computer was plugged
  in the technician asked her what happened when
  she pushed the power button. Her response I
  pushed and pushed on this foot pedal and nothing
  happens. The foot pedal turned out to be the
  computers mouse.

5
Importance of CRM

• Building customer relationships especially
  important for maintaining long term business
  growth and client satisfaction
• Source Weitz Castleberry Tanner

6
WHAT IS ACT!

• ACT! Is a CRM (Customer Relationship Management)
  Software Program which brings all your contact
  data and information on daily activities into one
  central location

7
The Customer Relationship
8
ACT! Is the Leading Contact Management Tool

• ACT! Has more than 4 million individual users and
  11000 corporate accounts worldwide
• The industrys leading contact management tool
  for managing and growing business relationships
• Key Customers- Alphagraphics Aramark Dale
  Carnegie Elis Cheesecake Fast Company FedEx
  INC. Magazine Legg Mason Plante Moran
  Scholastic

9
Awards

• Finalist for Codie Award on 12/11/02
• Customer Inter_at_ction Solution Product of the
  Year Editors Choice
• PC User Top Buy
• PC World World Class Award Winner Best Contact
  Manager
• 5-Star Rating from Yippee Shareware

10
Testimonials

• ACT!continues to get better by adding new
  valuable features without sacrificing performance
  or usability.- Marc Schulman President CEO
  Elis Cheesecake
• Everyone lives on the road nowadays so its
  very handy to take that data with themour
  salespeople tell us We cant live without ACT!
  - Paul Johnson Regional MIS Manager Legg Mason
  Real Estate
• The faster I can complete tasks the more time I
  have to spend working with contacts and the more
  successful my business becomes.- Jeffrey Davis
  President TeamLegal

11
Who is ACT! For

• ACT! is for anyone who manages contacts on a
  daily basis
• It is most widely used by business and mobile
  professionals that need to stay on top of their
  contacts calendars and to-dos anytime
  anywhere on any device.
• It is very popular among sales professionals
  executives and entrepreneurs in such markets as
  financial services real estate manufacturing
  public relations and executive recruiting.

12
Why do you need ACT!

• Under trained and under staffed workforce
• Young growing company 8 years old
• - market share increasing
• 100 commissioned sales force importance of
  productivity
• Managing rising costs

13
Act! Major Benefits

• Easy to use
• Easy transition
• Increases productivity
• Excellent purchase timing

14
Comparison of needs and benefits

• Under trained and under staffed workforce
• Young growing company 8 years old
• 100 commissioned sales force importance of
  productivity
• Managing rising costs

• Easy to use
• Easy transition
• Increases productivity
• Excellent purchase timing

15
Easy to use

• Easy initial setup - You can get ACT! rolling in
  no time- CNET
• All data in centralized location
• Integrated web browser
• Additional features available templates
  CardScan- scans in contact information from
  business cards

16
Easy Transition

• Integrates with Outlook handled devices paper
  organizers other popular products
• Allows you to browse the web within ACT! You can
  attach websites of a company to a specific
  contact (Very handy when making your pitch to a
  lead)

17
Easy Transition Continued

• User friendly novices
• Live tech support
• Free 30 days 200 yearly after
• Licensed consultants

18
Increases Productivity

• Tracks contacts
• Schedules meetings and calls
• Performs follow-up activities
• Shares customer information - workgroups
• Allows synchronization with mobile devices

19
Purchase Timing

• Hiring 40 new employees
• Considering acquisition of competitor
• Training existing and new employees simultaneously

20
ACT! Makes Your Transition Smooth

• Competitors like Goldmine have no live support
  while Maximizer has costly and poor support.
  Mazimizer charges 45 to 200 per incident or
  even minor problems such as lost product serial
  numbers(25) password recovery(45 for single
  users 200 for network users) and replacement
  CDs(25). CNET

21
Pricing

• ACT! For Windows XP/98/95/NT (U.S) - 199.95
  generally available for approximately 179.95
• ACT! (Canadian)- 149.95
• Direct upgrade- 99.95
• Competitive pricing
• Volume discounts available

22
Volume Pricing

• For S.E.E.C you will need need 160 user licenses
  (120 existing salespeople plus the 40 expected
  new salespeople)
• Total price- 30400
• Upgrade 149/user

23
System Requirements

• Computer/processor with Pentium 133 mhz or higher
• Memory 32mb of RAM(more memory improves
  performance)
• Hard Disk Space minimum 50 MB of free disk space
• Monitor VGA or higher resolution
• Drive CD-ROM/DVD
• Modem Windows compatible modem
• Electronic mail support Outlook
  XP/98/2000/Express Lotus Eudora built-in ACT!
  Email client
• Word processor support Word 95/97/2000/XP
  built-in word processing
• Fax support Winfax PRO or later and Microsoft
  Fax
• Supported OS Networks Windows
  95/98/2000/XP/NT Novell
• Caller ID support to auto-find contacts

24
Common Objections

• We dont want to learn a new program
• NO TIME
• Have proprietary software
• ACT! Lacks the Sales Tools
• We have Macintosh Computers
• Will our systems be compatible with ACT!

25
Reasons to Buy ACT!

• Under trained and under staffed workforce
• Young growing company 8 years old
• 100 commissioned sales force importance of
  productivity
• Managing rising costs

• Easy to use
• Easy transition
• Increases productivity
• Excellent purchase timing

26
Comparison with Competitors
27
Act! Major Benefits

• Easy to use
• Easy transition
• Increases productivity
• Excellent purchase timing