Supercharge Your MarketSharp Experience.

Transcription

1 Choose the package that fits your needs: Supercharge Your Experience. Integrated, Straightforward Productivity Tools and Apps for Use with : Lite Package: Standard Package: Track, manage and build important contact relationships. Lite controls your day-to-day efforts within two A great package to start tracking, marketing and reporting! Standard integrates all three Leads Customers Prospects Leads Customers Web Lead Capture Hot internet leads will never fall through the cracks again! You can instantly push leads from a web-page form or Lead Provider directly into, while putting in place an automated marketing process for accurate, efficient follow-up. Submitted Anonymously from Annual Customer Survey Auto Auto-send drip marketing campaigns to convert more leads and generate repeat sales! When you put the power of auto- to work by attaching one or more pre-determined follow-up marketing campaigns, your unsold leads and past clients will never forget about you. Mobile Take advantage of mobile technology to improve your sales-people s efficiency. You can seamlessly transfer information to and from your sales staff via their Smartphone (appointments, scheduled activities, calendar, results of appointments, follow-up actions with a prospect, etc.). Mail Get more leads with targeted, ONLINE direct mail! Gain more warm leads by leveraging automation, personalization, and better targeting of direct mail campaigns all done online. your own when you try to implement any new system? Not anymore is here to help! From the initial set-up to the advanced Lead Paint Compliancy (LPC) Easily maintain proper renovation record keeping and documentation required by the EPA s RRP Rule. The LPC module enables contractors to record and track lead paint details, search for year home built details, customize and print required forms from a template library of RRP documents plus store the signed/completed forms and documentation as readily available attachments. Proposals Commission and Job Cost Production Service QuickBooks Web Connector All packages include: Unlimited User Accounts Secure Data Hosting Database Maintenance Daily Database Backups 0 MB Data Storage per User2 (database) Package No. of Licenses Multi- Database3 Setup4 Lite $4 $2 00 MB File Storage per User2 (documents & attachments) Unlimited Live -800 Technical Support and Coaching Standard $83 $3 $39 Pro Unlimited MS 0 Introductory Web-Training for New/Existing Staff Monthly Invites to Web-Seminar Advanced Trainings (MSOU: Online University) Apps Per $9 Mobile $80 Sales Appt. Routing $3 Auto- $/Company $4 Call Center-Next Call / Included Modules Included with Pro: Proposals, Commission & Job Cost, Production, Service and QuickBooks Web Connector. Additional Disk Space: Disk space, backup disk space and bandwidth to upload and download data... Add l Data Storage (database): $/00 MB/month, $2/00 MB/month, or $20/ GB/month. Add l File Storage (documents & attachments): $4/2 GB/month or $36/20 GB/month. 3 Multi-Database Management (M-DM): This feature allows you to keep multiple databases for different locations and/or divisions separated while also giving you the ability to seamlessly log into any location/division, share employees, share lead sources, and share products among those locations. This feature also gives you the ability to roll-up reports on all locations combined. 4 Initial Set Up: Includes installation and configuring of the application and database for your company on our web servers. Your administrative logon credentials will be ed to you after the setup is complete. Mobile: Full version of licenses can be used for mobile log-in, but note that Mobile licenses will be consumed first. Data Conversion: Convert your existing data for use within... Data Conversion Services: $00 per hour. Computer Requirements: Access to internet service using Internet Explorer 8 or greater or Firefox 3.6 or greater. *Important Feature: The pricing is based on the number of concurrent (shared) licenses rather than user accounts. Concurrent license means the total number of users logged in at any one time. (For example: You may have 7 employees requiring access to, but you may only need to purchase 4 licenses as only 4 out of 7 users will be logged in at once.) Prices may change without notice. and Training Ever feel like you re on functionality features, knowledgeable Customer Support Specialists are ready to guide you every step of the way. To supercharge your 2 For immediate access to more information, give us a call at proficiency and maximize your results, QuickBooks Connector No more double entry with the QB web connector module featuring push and pull integration. Quickly transfer customer and job information to and from and your accounting program, QuickBooks. you ll have access to numerous ongoing training and support programs every month. You Can Get More Qualified Leads, Close More Profitable Sales, Shorten Production Timelines, Create Satisfied Referral-Giving Customers And STILL Go Home Early! Prospects Leads Customers Total Investment Example: The total investment for 2-licenses of Standard is $40 per month. All-About-Your-Success Support Call Center Reach contacts faster to make more sales opportunities! Make more calls, contacts, and set more appointments; Increase conversion ratio of contact to appointment set and; reduce sales appointment cancellations by properly confirming your leads. For the company that needs it all. Pro is our most comprehensive package incorporating all three The new web lead capture feature allows our potential customers to easily request an appointment right from our website and then it is instantly added into our database for fast follow-up. Pro Package: REMODELERS, CONTRACTORS & HOME SERVICE PROS PLUS FIVE BUSINESS ENHANCING MODULES INCLUDING: Calendar The intuitive calendar allows you to schedule sales calls, production timelines, service requests, but also configure general items like personal time off, meeting blocks, etc. By color coding your calendar items, you can easily categorize each entry. Sales Appt Routing Map appointment routes to REDUCE travel time and stress! Sales appointment routing allows appointment setters to pinpoint all upcoming sales appointments for a specific time period on a MAP (using MapQuest technology) in an effort to schedule new appointments within the closest proximity of each other. Most Popular! Advanced Marketing Concepts, Ltd. dba 0 King Street, Suite 24 La Crosse, WI 460 Phone: (800) web: LOWER LEAD COSTS INCREASE CLOSING RATIOS IMPROVE OFFICE EFFICIENCY Check out the ULTIMATE industry tool for getting more leads, increasing sales volume and managing your business more profitably! It is so valuable for our business to track customers from initial contact/inquiry through production and service. It allows us to maintain a complete relationship with our residential construction customers and understand exactly where sales are coming from on an ongoing basis. Tanner Bishop, Royal Covers of Arizona, Inc. (800) Check out the PAYBACK CALCULATOR see inside

2 Can Pay For Itself What is? You Can Significantly IMPROVE Your Bottomline Profits By Leveraging a PROVEN, Turnkey Industry Solution to Organize, Automate and GROW Your Business!, the leading industry-specific All-in-One web-based, customer relationship management (crm) solution guaranteed to get you more leads, track all your contact data, manage production and service and increase office efficiencies, plus report on performance - PERIOD. (see assumption model below) PAYBACK CALCULATOR (Example) Results may vary based on each business. Increase Sales By 70%! INDUSTRY SCENARIO: Here s what our customers say Boost Office Productivity is the total package: the marketing and management software, the helpful customer service staff and the company philosophy in providing continued support to help grow our business. Track Every Contact and Job Detail in ONE place! Tired of juggling three or four software programs? Or does the thought of entering data TWICE make you crazy? (us too!) That s why is a fully-integrated, all-in-one solution. Easily sync up to Organize every business practice and coordinate efforts across your entire team. Steve Renenkamp, Energy Swing Windows - Murrysville, PA My customers feel like they are better taken care of and our repeat and referral business is growing like crazy since we can now strategically, and systematically solicit our past customers for repeat and referral business. Riley Rogers, 3-D Seamless Siding, Inc. - Meridian, ID Easily Access Company Data Securely, Anywhere at Anytime! The flexibility to share all data from ANYWHERE, yet the ability to secure specific details. A role based employee setup interface allows you to configure each employee s permission levels relevant to their job or specific task. More Leads, Referrals & Repeat Business Powerful Built-in Direct Multi-Media Marketing! Dramatically boost your response rates with timely, relevant campaigns by combining preformatted letters, postcards, s and surveys into your marketing mix directly from the Print File Library. (It s a cinch to create personalized messages, add images and insert your company logo!) Versatile Laser-Targeted Strategies! Wouldn t it be great to perfectly tailor messages at each stage of the buying process to drive more business? With intelligent filtering, you can improve campaign performance by segmenting or targeting specific attributes of your audience like jobsite address, previous purchase, product interest, appointment results, and so much more. Close More Sales Control Your Pipeline and Shorten the Sales Cycle! Take the appropriate action with every lead at every stage of the sales process to improve closing ratios! On-the-Go MOBILE! Your sales team will be more accountable and more productive by easily accessing and updating contacts, appointments, and activity information from their Smartphones. Streamline Each Project Increase Production Volume... Plus, No More Whiteboards! Stay on top of every task in your production process, easily spot bottlenecks, and increase installation volume. Use custom designed workflows to schedule, assign and monitor production activities. I have worked with, customized and consulted (2+ years!) using CRM systems like GoldMine, Act, Salesforce, Salesnexus, ixactcontact & MarketLeader blows them all out of the water. I love it! Combined with your marketing expertise and outstanding tech support, I think you have something very special! Scott Sklare, Property Revival, LLC - McFarland, WI Remodeling company selling windows, siding, roofing and gutter protection with approximately 0-20 employees. Company: XYZ Remodeling Annual Revenue: $2,000,000 Existing Customers: 000 Jobs Per Year: 20 Leads Per Year: 42 Demoed Appointments Per Year: 000 Ave. Closing Ratio: 2% Ave. Sale Amount: $8000 Innovative Features SPECIFIC to the Remodeling and Home Service Industry Check out the key administrative, marketing, production and business management features available in. Secure Web-based Solution Prospect, Lead & Customer Management Integrated Company, Sales, Service & Production Calendar Sales Appointment Routing Contract & Production Management Job Costing Commission Tracking Service Management Lead Paint Compliancy (LPC) Fully-Loaded Document Center (hundreds of industry-specific files) Integrated Online Direct Mail Fulfillment Radius Marketing Lead Recovery Marketing Repeat & Referral Marketing Systemize and Automate Your Production Processes! Quickly design production workflows based on type of product to easily assign tasks for each stage of the production timeline. Make Better Informed Decisions Stay on Track with Real-Time Dashboards and Customizable Reports! Turn data into actionable insight with flexible wizard-based tools that enable you to create sophisticated reports and view performance dashboards to measure and evaluate business activity, track sales and service success, and identify trends, problems and opportunities. Manage Your Company and Go Home Early? Yes, You Can! With you can keep track of EVERYTHING that needs to get done, who s gettin it done and when it is done. (Yep, and still have a life!) Use s activity and process logic, to assign tasks, create sequential processes and view important to do activities. Templates Auto- Drip Marketing Call Center Next Call Action Website/Internet Lead Capture Utility Proposal Generation Document Attachment Tool Customizable Activity Processes Activity Tracking & History Activity/Task Reminders Customizable Workflow Automation Real-time Reporting & Dashboards Sales Opportunity Tracking Mobile (Smartphone) Access Role-based Permission Levels And so much more! Take a FREE Test-Drive! With, you ll be in a position to generate more leads, effectively track customer interactions, maximize sales opportunities, provide your staff with comprehensive customer/job information at their fingertips plus, you ll have complete visibility into the profitability of your business at all times. Allow a expert to put you in the driver s seat Take a quick spin to experiment with s vast functionality. In under 30 minutes, you ll complete a hands-on demonstration of , or register online: Our lead costs are down, sales are up and the growth percentages you implied are a reality. With, we really can manage our lead numbers! Michael Sepanski, ABC Seamless Siding & Windows - Toledo, OH Performance Improvement Strategies: The below improvement assumptions are very modest forecasts; statics show some companies have much higher returns without the need for additional administrative staff to accomplish their growth goals! By utilizing just a few of the turnkey features in, you CAN easily accomplish the following Overall Office Proficiency This strategy assumes by simplifying procedures and connecting staff you will gain at least 2% more in business. $40,000 Jobsite Proximity Touches This strategy assumes 0% of the jobs you install are appropriate for Jobsite Proximity Marketing. This also assumes you only generate ONE sale for every FIVE campaigns you initiate. 2 $200,000 Unsold Lead Recovery (huge potential) This strategy assumes you receive ONE sale for every TEN appts that didn t buy initially using built in activity processes for follow-up efforts using phone, and direct mail. (Industry stats prove that your potential for converting these unsold leads to sales is much greater than this example). 00 $800,000 Lifetime Customer Tactics (assuming 000 past customers) This strategy assumes you initiate only TWO marketing campaigns a year to all your past customers either for cross-selling other products or to gain referrals. From these campaigns you receive a 2% response rate in which you close 0% of the customer leads ran for your average sale.,000 Sales Closing Ratios This strategy assumes you can increase closing ratios by 2% by optimizing your sales process (improving demo rates, providing powerful sales tools, etc.).,000 Production Efficiency This strategy assumes by meeting deadlines, improving productivity and decreasing measuring/ordering errors, you ll save 2% of your sales volume. $40,000 Anticipated Performance Improvement Totals 7 $,400,000 70% Increase!

3 Can Pay For Itself What is? You Can Significantly IMPROVE Your Bottomline Profits By Leveraging a PROVEN, Turnkey Industry Solution to Organize, Automate and GROW Your Business!, the leading industry-specific All-in-One web-based, customer relationship management (crm) solution guaranteed to get you more leads, track all your contact data, manage production and service and increase office efficiencies, plus report on performance - PERIOD. (see assumption model below) PAYBACK CALCULATOR (Example) Results may vary based on each business. Increase Sales By 70%! INDUSTRY SCENARIO: Here s what our customers say Boost Office Productivity is the total package: the marketing and management software, the helpful customer service staff and the company philosophy in providing continued support to help grow our business. Track Every Contact and Job Detail in ONE place! Tired of juggling three or four software programs? Or does the thought of entering data TWICE make you crazy? (us too!) That s why is a fully-integrated, all-in-one solution. Easily sync up to Organize every business practice and coordinate efforts across your entire team. Steve Renenkamp, Energy Swing Windows - Murrysville, PA My customers feel like they are better taken care of and our repeat and referral business is growing like crazy since we can now strategically, and systematically solicit our past customers for repeat and referral business. Riley Rogers, 3-D Seamless Siding, Inc. - Meridian, ID Easily Access Company Data Securely, Anywhere at Anytime! The flexibility to share all data from ANYWHERE, yet the ability to secure specific details. A role based employee setup interface allows you to configure each employee s permission levels relevant to their job or specific task. More Leads, Referrals & Repeat Business Powerful Built-in Direct Multi-Media Marketing! Dramatically boost your response rates with timely, relevant campaigns by combining preformatted letters, postcards, s and surveys into your marketing mix directly from the Print File Library. (It s a cinch to create personalized messages, add images and insert your company logo!) Versatile Laser-Targeted Strategies! Wouldn t it be great to perfectly tailor messages at each stage of the buying process to drive more business? With intelligent filtering, you can improve campaign performance by segmenting or targeting specific attributes of your audience like jobsite address, previous purchase, product interest, appointment results, and so much more. Close More Sales Control Your Pipeline and Shorten the Sales Cycle! Take the appropriate action with every lead at every stage of the sales process to improve closing ratios! On-the-Go MOBILE! Your sales team will be more accountable and more productive by easily accessing and updating contacts, appointments, and activity information from their Smartphones. Streamline Each Project Increase Production Volume... Plus, No More Whiteboards! Stay on top of every task in your production process, easily spot bottlenecks, and increase installation volume. Use custom designed workflows to schedule, assign and monitor production activities. I have worked with, customized and consulted (2+ years!) using CRM systems like GoldMine, Act, Salesforce, Salesnexus, ixactcontact & MarketLeader blows them all out of the water. I love it! Combined with your marketing expertise and outstanding tech support, I think you have something very special! Scott Sklare, Property Revival, LLC - McFarland, WI Remodeling company selling windows, siding, roofing and gutter protection with approximately 0-20 employees. Company: XYZ Remodeling Annual Revenue: $2,000,000 Existing Customers: 000 Jobs Per Year: 20 Leads Per Year: 42 Demoed Appointments Per Year: 000 Ave. Closing Ratio: 2% Ave. Sale Amount: $8000 Innovative Features SPECIFIC to the Remodeling and Home Service Industry Check out the key administrative, marketing, production and business management features available in. Secure Web-based Solution Prospect, Lead & Customer Management Integrated Company, Sales, Service & Production Calendar Sales Appointment Routing Contract & Production Management Job Costing Commission Tracking Service Management Lead Paint Compliancy (LPC) Fully-Loaded Document Center (hundreds of industry-specific files) Integrated Online Direct Mail Fulfillment Radius Marketing Lead Recovery Marketing Repeat & Referral Marketing Systemize and Automate Your Production Processes! Quickly design production workflows based on type of product to easily assign tasks for each stage of the production timeline. Make Better Informed Decisions Stay on Track with Real-Time Dashboards and Customizable Reports! Turn data into actionable insight with flexible wizard-based tools that enable you to create sophisticated reports and view performance dashboards to measure and evaluate business activity, track sales and service success, and identify trends, problems and opportunities. Manage Your Company and Go Home Early? Yes, You Can! With you can keep track of EVERYTHING that needs to get done, who s gettin it done and when it is done. (Yep, and still have a life!) Use s activity and process logic, to assign tasks, create sequential processes and view important to do activities. Templates Auto- Drip Marketing Call Center Next Call Action Website/Internet Lead Capture Utility Proposal Generation Document Attachment Tool Customizable Activity Processes Activity Tracking & History Activity/Task Reminders Customizable Workflow Automation Real-time Reporting & Dashboards Sales Opportunity Tracking Mobile (Smartphone) Access Role-based Permission Levels And so much more! Take a FREE Test-Drive! With, you ll be in a position to generate more leads, effectively track customer interactions, maximize sales opportunities, provide your staff with comprehensive customer/job information at their fingertips plus, you ll have complete visibility into the profitability of your business at all times. Allow a expert to put you in the driver s seat Take a quick spin to experiment with s vast functionality. In under 30 minutes, you ll complete a hands-on demonstration of , or register online: Our lead costs are down, sales are up and the growth percentages you implied are a reality. With, we really can manage our lead numbers! Michael Sepanski, ABC Seamless Siding & Windows - Toledo, OH Performance Improvement Strategies: The below improvement assumptions are very modest forecasts; statics show some companies have much higher returns without the need for additional administrative staff to accomplish their growth goals! By utilizing just a few of the turnkey features in, you CAN easily accomplish the following Overall Office Proficiency This strategy assumes by simplifying procedures and connecting staff you will gain at least 2% more in business. $40,000 Jobsite Proximity Touches This strategy assumes 0% of the jobs you install are appropriate for Jobsite Proximity Marketing. This also assumes you only generate ONE sale for every FIVE campaigns you initiate. 2 $200,000 Unsold Lead Recovery (huge potential) This strategy assumes you receive ONE sale for every TEN appts that didn t buy initially using built in activity processes for follow-up efforts using phone, and direct mail. (Industry stats prove that your potential for converting these unsold leads to sales is much greater than this example). 00 $800,000 Lifetime Customer Tactics (assuming 000 past customers) This strategy assumes you initiate only TWO marketing campaigns a year to all your past customers either for cross-selling other products or to gain referrals. From these campaigns you receive a 2% response rate in which you close 0% of the customer leads ran for your average sale.,000 Sales Closing Ratios This strategy assumes you can increase closing ratios by 2% by optimizing your sales process (improving demo rates, providing powerful sales tools, etc.).,000 Production Efficiency This strategy assumes by meeting deadlines, improving productivity and decreasing measuring/ordering errors, you ll save 2% of your sales volume. $40,000 Anticipated Performance Improvement Totals 7 $,400,000 70% Increase!

4 Can Pay For Itself What is? You Can Significantly IMPROVE Your Bottomline Profits By Leveraging a PROVEN, Turnkey Industry Solution to Organize, Automate and GROW Your Business!, the leading industry-specific All-in-One web-based, customer relationship management (crm) solution guaranteed to get you more leads, track all your contact data, manage production and service and increase office efficiencies, plus report on performance - PERIOD. (see assumption model below) PAYBACK CALCULATOR (Example) Results may vary based on each business. Increase Sales By 70%! INDUSTRY SCENARIO: Here s what our customers say Boost Office Productivity is the total package: the marketing and management software, the helpful customer service staff and the company philosophy in providing continued support to help grow our business. Track Every Contact and Job Detail in ONE place! Tired of juggling three or four software programs? Or does the thought of entering data TWICE make you crazy? (us too!) That s why is a fully-integrated, all-in-one solution. Easily sync up to Organize every business practice and coordinate efforts across your entire team. Steve Renenkamp, Energy Swing Windows - Murrysville, PA My customers feel like they are better taken care of and our repeat and referral business is growing like crazy since we can now strategically, and systematically solicit our past customers for repeat and referral business. Riley Rogers, 3-D Seamless Siding, Inc. - Meridian, ID Easily Access Company Data Securely, Anywhere at Anytime! The flexibility to share all data from ANYWHERE, yet the ability to secure specific details. A role based employee setup interface allows you to configure each employee s permission levels relevant to their job or specific task. More Leads, Referrals & Repeat Business Powerful Built-in Direct Multi-Media Marketing! Dramatically boost your response rates with timely, relevant campaigns by combining preformatted letters, postcards, s and surveys into your marketing mix directly from the Print File Library. (It s a cinch to create personalized messages, add images and insert your company logo!) Versatile Laser-Targeted Strategies! Wouldn t it be great to perfectly tailor messages at each stage of the buying process to drive more business? With intelligent filtering, you can improve campaign performance by segmenting or targeting specific attributes of your audience like jobsite address, previous purchase, product interest, appointment results, and so much more. Close More Sales Control Your Pipeline and Shorten the Sales Cycle! Take the appropriate action with every lead at every stage of the sales process to improve closing ratios! On-the-Go MOBILE! Your sales team will be more accountable and more productive by easily accessing and updating contacts, appointments, and activity information from their Smartphones. Streamline Each Project Increase Production Volume... Plus, No More Whiteboards! Stay on top of every task in your production process, easily spot bottlenecks, and increase installation volume. Use custom designed workflows to schedule, assign and monitor production activities. I have worked with, customized and consulted (2+ years!) using CRM systems like GoldMine, Act, Salesforce, Salesnexus, ixactcontact & MarketLeader blows them all out of the water. I love it! Combined with your marketing expertise and outstanding tech support, I think you have something very special! Scott Sklare, Property Revival, LLC - McFarland, WI Remodeling company selling windows, siding, roofing and gutter protection with approximately 0-20 employees. Company: XYZ Remodeling Annual Revenue: $2,000,000 Existing Customers: 000 Jobs Per Year: 20 Leads Per Year: 42 Demoed Appointments Per Year: 000 Ave. Closing Ratio: 2% Ave. Sale Amount: $8000 Innovative Features SPECIFIC to the Remodeling and Home Service Industry Check out the key administrative, marketing, production and business management features available in. Secure Web-based Solution Prospect, Lead & Customer Management Integrated Company, Sales, Service & Production Calendar Sales Appointment Routing Contract & Production Management Job Costing Commission Tracking Service Management Lead Paint Compliancy (LPC) Fully-Loaded Document Center (hundreds of industry-specific files) Integrated Online Direct Mail Fulfillment Radius Marketing Lead Recovery Marketing Repeat & Referral Marketing Systemize and Automate Your Production Processes! Quickly design production workflows based on type of product to easily assign tasks for each stage of the production timeline. Make Better Informed Decisions Stay on Track with Real-Time Dashboards and Customizable Reports! Turn data into actionable insight with flexible wizard-based tools that enable you to create sophisticated reports and view performance dashboards to measure and evaluate business activity, track sales and service success, and identify trends, problems and opportunities. Manage Your Company and Go Home Early? Yes, You Can! With you can keep track of EVERYTHING that needs to get done, who s gettin it done and when it is done. (Yep, and still have a life!) Use s activity and process logic, to assign tasks, create sequential processes and view important to do activities. Templates Auto- Drip Marketing Call Center Next Call Action Website/Internet Lead Capture Utility Proposal Generation Document Attachment Tool Customizable Activity Processes Activity Tracking & History Activity/Task Reminders Customizable Workflow Automation Real-time Reporting & Dashboards Sales Opportunity Tracking Mobile (Smartphone) Access Role-based Permission Levels And so much more! Take a FREE Test-Drive! With, you ll be in a position to generate more leads, effectively track customer interactions, maximize sales opportunities, provide your staff with comprehensive customer/job information at their fingertips plus, you ll have complete visibility into the profitability of your business at all times. Allow a expert to put you in the driver s seat Take a quick spin to experiment with s vast functionality. In under 30 minutes, you ll complete a hands-on demonstration of , or register online: Our lead costs are down, sales are up and the growth percentages you implied are a reality. With, we really can manage our lead numbers! Michael Sepanski, ABC Seamless Siding & Windows - Toledo, OH Performance Improvement Strategies: The below improvement assumptions are very modest forecasts; statics show some companies have much higher returns without the need for additional administrative staff to accomplish their growth goals! By utilizing just a few of the turnkey features in, you CAN easily accomplish the following Overall Office Proficiency This strategy assumes by simplifying procedures and connecting staff you will gain at least 2% more in business. $40,000 Jobsite Proximity Touches This strategy assumes 0% of the jobs you install are appropriate for Jobsite Proximity Marketing. This also assumes you only generate ONE sale for every FIVE campaigns you initiate. 2 $200,000 Unsold Lead Recovery (huge potential) This strategy assumes you receive ONE sale for every TEN appts that didn t buy initially using built in activity processes for follow-up efforts using phone, and direct mail. (Industry stats prove that your potential for converting these unsold leads to sales is much greater than this example). 00 $800,000 Lifetime Customer Tactics (assuming 000 past customers) This strategy assumes you initiate only TWO marketing campaigns a year to all your past customers either for cross-selling other products or to gain referrals. From these campaigns you receive a 2% response rate in which you close 0% of the customer leads ran for your average sale.,000 Sales Closing Ratios This strategy assumes you can increase closing ratios by 2% by optimizing your sales process (improving demo rates, providing powerful sales tools, etc.).,000 Production Efficiency This strategy assumes by meeting deadlines, improving productivity and decreasing measuring/ordering errors, you ll save 2% of your sales volume. $40,000 Anticipated Performance Improvement Totals 7 $,400,000 70% Increase!

5 Choose the package that fits your needs: Supercharge Your Experience. Integrated, Straightforward Productivity Tools and Apps for Use with : Lite Package: Standard Package: Track, manage and build important contact relationships. Lite controls your day-to-day efforts within two A great package to start tracking, marketing and reporting! Standard integrates all three Leads Customers Prospects Leads Customers Web Lead Capture Hot internet leads will never fall through the cracks again! You can instantly push leads from a web-page form or Lead Provider directly into, while putting in place an automated marketing process for accurate, efficient follow-up. Submitted Anonymously from Annual Customer Survey Auto Auto-send drip marketing campaigns to convert more leads and generate repeat sales! When you put the power of auto- to work by attaching one or more pre-determined follow-up marketing campaigns, your unsold leads and past clients will never forget about you. Mobile Take advantage of mobile technology to improve your sales-people s efficiency. You can seamlessly transfer information to and from your sales staff via their Smartphone (appointments, scheduled activities, calendar, results of appointments, follow-up actions with a prospect, etc.). Mail Get more leads with targeted, ONLINE direct mail! Gain more warm leads by leveraging automation, personalization, and better targeting of direct mail campaigns all done online. your own when you try to implement any new system? Not anymore is here to help! From the initial set-up to the advanced Lead Paint Compliancy (LPC) Easily maintain proper renovation record keeping and documentation required by the EPA s RRP Rule. The LPC module enables contractors to record and track lead paint details, search for year home built details, customize and print required forms from a template library of RRP documents plus store the signed/completed forms and documentation as readily available attachments. Proposals Commission and Job Cost Production Service QuickBooks Web Connector All packages include: Unlimited User Accounts Secure Data Hosting Database Maintenance Daily Database Backups 0 MB Data Storage per User2 (database) Package No. of Licenses Multi- Database3 Setup4 Lite $4 $2 00 MB File Storage per User2 (documents & attachments) Unlimited Live -800 Technical Support and Coaching Standard $83 $3 $39 Pro Unlimited MS 0 Introductory Web-Training for New/Existing Staff Monthly Invites to Web-Seminar Advanced Trainings (MSOU: Online University) Apps Per $9 Mobile $80 Sales Appt. Routing $3 Auto- $/Company $4 Call Center-Next Call / Included Modules Included with Pro: Proposals, Commission & Job Cost, Production, Service and QuickBooks Web Connector. Additional Disk Space: Disk space, backup disk space and bandwidth to upload and download data... Add l Data Storage (database): $/00 MB/month, $2/00 MB/month, or $20/ GB/month. Add l File Storage (documents & attachments): $4/2 GB/month or $36/20 GB/month. 3 Multi-Database Management (M-DM): This feature allows you to keep multiple databases for different locations and/or divisions separated while also giving you the ability to seamlessly log into any location/division, share employees, share lead sources, and share products among those locations. This feature also gives you the ability to roll-up reports on all locations combined. 4 Initial Set Up: Includes installation and configuring of the application and database for your company on our web servers. Your administrative logon credentials will be ed to you after the setup is complete. Mobile: Full version of licenses can be used for mobile log-in, but note that Mobile licenses will be consumed first. Data Conversion: Convert your existing data for use within... Data Conversion Services: $00 per hour. Computer Requirements: Access to internet service using Internet Explorer 8 or greater or Firefox 3.6 or greater. *Important Feature: The pricing is based on the number of concurrent (shared) licenses rather than user accounts. Concurrent license means the total number of users logged in at any one time. (For example: You may have 7 employees requiring access to, but you may only need to purchase 4 licenses as only 4 out of 7 users will be logged in at once.) Prices may change without notice. and Training Ever feel like you re on functionality features, knowledgeable Customer Support Specialists are ready to guide you every step of the way. To supercharge your 2 For immediate access to more information, give us a call at proficiency and maximize your results, QuickBooks Connector No more double entry with the QB web connector module featuring push and pull integration. Quickly transfer customer and job information to and from and your accounting program, QuickBooks. you ll have access to numerous ongoing training and support programs every month. You Can Get More Qualified Leads, Close More Profitable Sales, Shorten Production Timelines, Create Satisfied Referral-Giving Customers And STILL Go Home Early! Prospects Leads Customers Total Investment Example: The total investment for 2-licenses of Standard is $40 per month. All-About-Your-Success Support Call Center Reach contacts faster to make more sales opportunities! Make more calls, contacts, and set more appointments; Increase conversion ratio of contact to appointment set and; reduce sales appointment cancellations by properly confirming your leads. For the company that needs it all. Pro is our most comprehensive package incorporating all three The new web lead capture feature allows our potential customers to easily request an appointment right from our website and then it is instantly added into our database for fast follow-up. Pro Package: REMODELERS, CONTRACTORS & HOME SERVICE PROS PLUS FIVE BUSINESS ENHANCING MODULES INCLUDING: Calendar The intuitive calendar allows you to schedule sales calls, production timelines, service requests, but also configure general items like personal time off, meeting blocks, etc. By color coding your calendar items, you can easily categorize each entry. Sales Appt Routing Map appointment routes to REDUCE travel time and stress! Sales appointment routing allows appointment setters to pinpoint all upcoming sales appointments for a specific time period on a MAP (using MapQuest technology) in an effort to schedule new appointments within the closest proximity of each other. Most Popular! Advanced Marketing Concepts, Ltd. dba 0 King Street, Suite 24 La Crosse, WI 460 Phone: (800) web: LOWER LEAD COSTS INCREASE CLOSING RATIOS IMPROVE OFFICE EFFICIENCY Check out the ULTIMATE industry tool for getting more leads, increasing sales volume and managing your business more profitably! It is so valuable for our business to track customers from initial contact/inquiry through production and service. It allows us to maintain a complete relationship with our residential construction customers and understand exactly where sales are coming from on an ongoing basis. Tanner Bishop, Royal Covers of Arizona, Inc. (800) Check out the PAYBACK CALCULATOR see inside

6 Choose the package that fits your needs: Supercharge Your Experience. Integrated, Straightforward Productivity Tools and Apps for Use with : Lite Package: Standard Package: Track, manage and build important contact relationships. Lite controls your day-to-day efforts within two A great package to start tracking, marketing and reporting! Standard integrates all three Leads Customers Prospects Leads Customers Web Lead Capture Hot internet leads will never fall through the cracks again! You can instantly push leads from a web-page form or Lead Provider directly into, while putting in place an automated marketing process for accurate, efficient follow-up. Submitted Anonymously from Annual Customer Survey Auto Auto-send drip marketing campaigns to convert more leads and generate repeat sales! When you put the power of auto- to work by attaching one or more pre-determined follow-up marketing campaigns, your unsold leads and past clients will never forget about you. Mobile Take advantage of mobile technology to improve your sales-people s efficiency. You can seamlessly transfer information to and from your sales staff via their Smartphone (appointments, scheduled activities, calendar, results of appointments, follow-up actions with a prospect, etc.). Mail Get more leads with targeted, ONLINE direct mail! Gain more warm leads by leveraging automation, personalization, and better targeting of direct mail campaigns all done online. your own when you try to implement any new system? Not anymore is here to help! From the initial set-up to the advanced Lead Paint Compliancy (LPC) Easily maintain proper renovation record keeping and documentation required by the EPA s RRP Rule. The LPC module enables contractors to record and track lead paint details, search for year home built details, customize and print required forms from a template library of RRP documents plus store the signed/completed forms and documentation as readily available attachments. Proposals Commission and Job Cost Production Service QuickBooks Web Connector All packages include: Unlimited User Accounts Secure Data Hosting Database Maintenance Daily Database Backups 0 MB Data Storage per User2 (database) Package No. of Licenses Multi- Database3 Setup4 Lite $4 $2 00 MB File Storage per User2 (documents & attachments) Unlimited Live -800 Technical Support and Coaching Standard $83 $3 $39 Pro Unlimited MS 0 Introductory Web-Training for New/Existing Staff Monthly Invites to Web-Seminar Advanced Trainings (MSOU: Online University) Apps Per $9 Mobile $80 Sales Appt. Routing $3 Auto- $/Company $4 Call Center-Next Call / Included Modules Included with Pro: Proposals, Commission & Job Cost, Production, Service and QuickBooks Web Connector. Additional Disk Space: Disk space, backup disk space and bandwidth to upload and download data... Add l Data Storage (database): $/00 MB/month, $2/00 MB/month, or $20/ GB/month. Add l File Storage (documents & attachments): $4/2 GB/month or $36/20 GB/month. 3 Multi-Database Management (M-DM): This feature allows you to keep multiple databases for different locations and/or divisions separated while also giving you the ability to seamlessly log into any location/division, share employees, share lead sources, and share products among those locations. This feature also gives you the ability to roll-up reports on all locations combined. 4 Initial Set Up: Includes installation and configuring of the application and database for your company on our web servers. Your administrative logon credentials will be ed to you after the setup is complete. Mobile: Full version of licenses can be used for mobile log-in, but note that Mobile licenses will be consumed first. Data Conversion: Convert your existing data for use within... Data Conversion Services: $00 per hour. Computer Requirements: Access to internet service using Internet Explorer 8 or greater or Firefox 3.6 or greater. *Important Feature: The pricing is based on the number of concurrent (shared) licenses rather than user accounts. Concurrent license means the total number of users logged in at any one time. (For example: You may have 7 employees requiring access to, but you may only need to purchase 4 licenses as only 4 out of 7 users will be logged in at once.) Prices may change without notice. and Training Ever feel like you re on functionality features, knowledgeable Customer Support Specialists are ready to guide you every step of the way. To supercharge your 2 For immediate access to more information, give us a call at proficiency and maximize your results, QuickBooks Connector No more double entry with the QB web connector module featuring push and pull integration. Quickly transfer customer and job information to and from and your accounting program, QuickBooks. you ll have access to numerous ongoing training and support programs every month. You Can Get More Qualified Leads, Close More Profitable Sales, Shorten Production Timelines, Create Satisfied Referral-Giving Customers And STILL Go Home Early! Prospects Leads Customers Total Investment Example: The total investment for 2-licenses of Standard is $40 per month. All-About-Your-Success Support Call Center Reach contacts faster to make more sales opportunities! Make more calls, contacts, and set more appointments; Increase conversion ratio of contact to appointment set and; reduce sales appointment cancellations by properly confirming your leads. For the company that needs it all. Pro is our most comprehensive package incorporating all three The new web lead capture feature allows our potential customers to easily request an appointment right from our website and then it is instantly added into our database for fast follow-up. Pro Package: REMODELERS, CONTRACTORS & HOME SERVICE PROS PLUS FIVE BUSINESS ENHANCING MODULES INCLUDING: Calendar The intuitive calendar allows you to schedule sales calls, production timelines, service requests, but also configure general items like personal time off, meeting blocks, etc. By color coding your calendar items, you can easily categorize each entry. Sales Appt Routing Map appointment routes to REDUCE travel time and stress! Sales appointment routing allows appointment setters to pinpoint all upcoming sales appointments for a specific time period on a MAP (using MapQuest technology) in an effort to schedule new appointments within the closest proximity of each other. Most Popular! Advanced Marketing Concepts, Ltd. dba 0 King Street, Suite 24 La Crosse, WI 460 Phone: (800) web: LOWER LEAD COSTS INCREASE CLOSING RATIOS IMPROVE OFFICE EFFICIENCY Check out the ULTIMATE industry tool for getting more leads, increasing sales volume and managing your business more profitably! It is so valuable for our business to track customers from initial contact/inquiry through production and service. It allows us to maintain a complete relationship with our residential construction customers and understand exactly where sales are coming from on an ongoing basis. Tanner Bishop, Royal Covers of Arizona, Inc. (800) Check out the PAYBACK CALCULATOR see inside