Presentation to Elkhart Glasser-Kennedy business owners on introduction to CRM - Customer Relationship Management- April 2010. Presenters were Dick Wooden and Julie Cooper, Sage ACT certified consultants with Success with CRM Consulting Inc. Topics covered: what is it, why is it important to me, social media integration, Nurtured based integrated marketing and decision dashboards.

3. What is ACT and why I need it

4. Need a Trusted System…...for Stuff

6. Your Most Important Appreciating Asset

7. Who is communicating with my Contacts. When was that last contact made?

8. Compatibility with iCalendar and vCard, Outlook email/contacts Windows Live Calendar Microsoft Outlook Apple iCal Lotus Notes

9. Social Media Integration Stay in touch with your client’s personal online profiles—such as their LinkedIn updates Perform an instant Google search—right from the Contact record! Even add new websites—like Hoovers, Twitter, or ESPN if your customer is a sports fan—essentially have complete Internet browsing capability within ACT! Increase the tab size to see a larger view of the Website Contact’s Website link pulls the URL automatically from the contact record Get directions to their location

10. Social Media: Up close & Personal

14. Stay “Top-of-Mind” with Prospects & Customers

15. Empowering E-Marketing: Build a Profitable Relationship

20. Marketing Results for a Contact Hot Prospect with reoccurring Interest

21. Decision Dashboards Track key information with new dashboards that give you at-a-glance snapshots of your customers, opportunities, and users.

22. Sales Opportunity Dashboard What’s in the Pipeline and when is the expected close.

23. ATTRACT & ACT!