Benefits of Web-Based Customer Management F A E C. QuickBooks Products and OASIS CRM Your True Total Business Solution. Solutions to Extend Track

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1 F A E C BP Benefits of Web-Based Customer Management QuickBooks Products and OASIS CRM Your True Total Business Solution Solutions to Extend Track 2006 Intuit Inc. All rights reserved.

2 What Is CRM? An all encompassing solution Should act as the point of contact for business operational processes Lead Management Sales Force Automation Quote and Estimates The customer life cycle Marketing/lead management Pipeline and sales forecasting Sales and order fulfillment Customer service Residual and cross selling Marketing Resell and Cross Selling CRM Sales Order Processing Order Fulfillment How to capture lost revenue Capture lost revenue Increase residual sales Customer Inventory Self-ServiceService Control 2

3 A Total Business Solution Service and Support Marketing Inventory Control Job Completion Order Fulfillment Lead Management + Accounts Payable Payment Receipt Payment Receipt Quote and Sales Order Processing Sales Forecasting Job Accounts Costing Receivable 3

4 Where Is the Relationship in Contact Management? Service & Support Marketing Order Lead Fulfillment Management Contact Management Payment Receipt Sales Forecasting Sales Orders Quote 4

5 Online CRM for My Business Advantages Over Client-Server CRM Boost productivity through online collaboration Sales and service meetings while out of the office Improved customer self-service Capture lost revenue with knowledge management Scalability A solution that will grow with your business Ease of deployment Reduced learning curve Deployment date reduction Faster ROI for your business 5

6 On Demand Solutions (SaaS Option) Safeguard Your Business Data OASIS CRM takes your business security seriously A hosting model with the small business owner in mind 2048 bit encryption secure connections available (128 SSL included) 99.9% 9% Documented Uptime Dedicated Server Hosting Services Available Includes Microsoft Exchange Server, Website, Shopping Carts, Etc. Complete Online Suite Offerings Virtualize your office with hosted applications like: Microsoft Office Microsoft Exchange Server OASIS CRM 6

7 On Premise Solutions (Leasing Available) Control your business data OASIS CRM empowers you to control your environment Dedicated setup assistance available SSL encryption, firewall control and data integrity Control your business network Minimum requirements tailored for your business LAN allows for non-reliance on external internet Ships with source Products such as OASIS CRM ship with customizable source code Future customizations by your own IT resources or other third-party IT vendors Open APIs for current and future third-party product integrations 7

8 Top Reasons for CRM Failures Inability to Adapt to Your Business Process Unanticipated Hidden Costs Internal Resistance to Change Slow/ No Return on Investment Lack of Product Support Installation Complexity Duplication Processes Workflow Disconnection 8

9 Deployment Advantages of OASIS CRM Ease of installation Customizable and flexible No hidden costs User-friendly interface Faster return on investment And the list goes on 9

10 The Future of CRM 10

11 KnowTia Corporation Founded in 2001 and based in Tampa, Florida; KnowTia Corporation has been providing client/server based CRM software for the SMB market that specializes in the complete customer life cycle. Early integration with Intuit QuickBooks established KnowTia Corporation as a highly successful provider of CRM based software to the small and medium size business. With hundreds of customers using their Windows based product, KnowTia Corporation listens to their requests for future product enhancements. From that input KnowTia Corporation proudly released the completely browser based Oasis CRM product line in May, OASIS CRM has proven invaluable by boasting more than 1,000 total users of the product since it release and has assisted KnowTia in maintaining its position as the absolute best CRM value in the marketplace. 11