Version 10.6 Quote Import Tigerpaw CRM+ What’s New in 2005 What’s New in Version 10 Information Systems Association ISA 2008 - Increasing Sales.

Version 10.6 Quote Import

Tigerpaw CRM+

What’s New in 2005What’s New in Version 10

Information Systems Association

ISA 2008 - Increasing Sales

©Tigerpaw Software, Inc.

Surprise, surprise

First, the commercial!

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Total Care: No Surprises

Implementation Assistance • Guide Service with Coach• PRIME Program: Product Implementation &

Education • Business Process Consulting Services

Software Support• Unlimited 800# support • On-Line Service Request Entry• Unlimited use of Knowledge Base• Unlimited email support• Service Pack updates

Education & Training• Tigerpaw University• Instructor-led training Labs at Tigerpaw

Headquarters • Tutoring Services• Access to topic-specific Webinars

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Total Care™ Maintenance

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Tigerpaw v 10.6 New Features

New! Manufacturer’s Configuration Import into Quote

New! Personalized Proposals

New! Assign Items on a Quote to a Location/Phase

New! Quote to Multiple Installation Service Order Wizard

New! Materials Management by line item Purchasing Wizard

New! EZBill™ time log billing by category

New! Job Costing by tracking actual cost to fill order

New! Professional Services Billing (PSB) multiple SO 1

Invoice

New! Test Database *The following services are available for an additional fee

New! GPS Tracking*

New! 2-way Managed Service Integrator*

Q2 Exchange Integration*

Following available at no charge if you have ETS or Easy Care

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Enhanced Product Line

Mobile Solutions: • Blackberry• Treo • Pocket PC• Tablet PC• Windows Mobile - signature capture

Web Access: 24 hour web access to your Tigerpaw database. Portals designed for access by Customers, Staff, and Management.

Barcode Solutions: handheld and wedge, manage inventory better using barcode technology; expedite inventory counts and purchase order receiving

Real-time QuickBooks Integration

(Peachtree coming soon)

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Enough Already

Now, On With The Show

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Programs to generate new leads

• Search Engine Placement• Email• Webinars• Tradeshows• Web-Based Advertising• Videos• Business Blogging• Web-Based Forums• Direct Mail• Web Collaterals• Print Collaterals• Print Advertising• Public Relations• Radio• Referral Rewards

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Welcome to the marketing jungle.

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Question?

What is the best source for new leads?

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Best source of new leads

• Referrals

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Staying in touch with existing customers and maintaining an active relationship with those customers is a key to generating referrals. For many integrators, this could be the most desirable application of CRM and the greatest source of new leads.

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What happened to that lead?

• Are leads falling through the cracks?

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How do you manage leads?

Answer this question:

Once you get the new lead, are you effectively and efficiently managing the sales process?

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Lead management, easy as 1-2-3

Three key ingredients to increasing sales:

1. Opportunity Management

2. Email marketing

3. Follow-up

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Opportunity Management Quiz

• Why track Opportunities?• What are sales Stages?• What Status can a Stage have?• Do you know the number of accounts in each stage?• Do you know the $ value of accounts within a stage?• Can you now get accurate sales Forecasts?• Do you know the average time to move thru stages?• Do you know the accuracy value of your forecasts?

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Email Marketing

The Basics

• Maintain accurate contact information (especially email addresses)

• Profile each account, code them properly

Your Bullets

• Grouping accounts - commonalities

• Activities – send email, letters, schedule follow-up, change profiles &

groups

• Email templates – groupings, text and HTML, insert database fields

• Workflow – informs and can trigger Activities

Your Weapons

• Account List View – Create new groupings, schedule activities

• Group Explorer – schedule activities and follow-up for entire group

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Sales Follow-up

What do sales reps do?– Schedule tasks - with and without times

– View tasks - follow-up list, Calendar

– Do tasks - if you are lucky

– Forward tasks - way too much, this is where it’s lost

– Ignore tasks - most of the time

What do you do?– Manage Tasks - Run the aged Follow-up report

– Measure Tasks - Accounts contacted daily

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The Next Step

Just Do It!- Set up opportunities, manage and

measure them

- Get your email act together, start group emailing

- Make sure everyone performs on-time follow-up

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Email Template Example

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Another email template example

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Tools to Power your Business

Business Management Solutions Since 1984

Tigerpaw CRM+

What’s New in 2005What’s New in Version 10

The tools to power your business