1. Thermal Audit Opportunities in CRM EQUIPMENT PROTECTION SOLUTIONS

2. PENTAIR HOFFMAN ® MCLEAN ® 2 Creating a Thermal Audit Opportunity Account Primary contact Opportunity Tracking Thermal Audit Opportunities Converting a Lead into a Contact, Account and Opportunity AGENDA

3. PENTAIR HOFFMAN ® MCLEAN ® CREATING A THERMAL AUDIT OPPORTUNITY 3

4. PENTAIR HOFFMAN ® MCLEAN ® SETTING UP THE ACCOUNT MS Dynamics CRM website Outlook 4 Search for an existing account before creating a new one

5. PENTAIR HOFFMAN ® MCLEAN ® SETTING UP THE ACCOUNT Account Name (Company Name) Primary Business Affiliation – Hoffman – McLean – Schroff Primary Contact including contact information Address – Mail/Sold To Company Phone NEW: Thermal Audit NEW: Thermal Competitor 5 Mandatory Fields for Accounts

6. PENTAIR HOFFMAN ® MCLEAN ® SETTING UP THE ACCOUNT 6 Mandatory Fields for Accounts Account Name (Company Name) Primary Business Affiliation – Hoffman – McLean – Schroff Company Phone Address

7. PENTAIR HOFFMAN ® MCLEAN ® SETTING UP THE PRIMARY CONTACT 7 Mandatory Fields for Primary Contact Click Save to save record and activate detail menu To set up the Primary Contact Click Contacts Select the new contact icon This will open up the new contact page

8. PENTAIR HOFFMAN ® MCLEAN ® SETTING UP THE PRIMARY CONTACT 8 Mandatory Fields for Primary Contact All red starred fields are required For thermal audit accounts red box fields are required Click Save and Close

9. PENTAIR HOFFMAN ® MCLEAN ® SETTING UP THE PRIMARY CONTACT 9 Adding the Primary Contact to the Account Go back to your account Click on the search icon to find your primary contact A pop-up window will show you all the contact for that account Select your Primary Contact Click OK

10. PENTAIR HOFFMAN ® MCLEAN ® Clicking OK will populate the Primary Contact field Add company’s email address to the email field – If company’s email is not available, the primary contact’s email may be used Click Save SETTING UP THE ACCOUNT 10 Mandatory Fields for Accounts

11. PENTAIR HOFFMAN ® MCLEAN ® SETTING UP THE OPPORTUNITY 11

12. PENTAIR HOFFMAN ® MCLEAN ® 12 CREATING A THERMAL AUDIT OPPORTUNITY Thermal Audit Opportunities start from the Account Page

13. PENTAIR HOFFMAN ® MCLEAN ® CREATING A THERMAL AUDIT OPPORTUNITY 13 Click New Opportunity

14. PENTAIR HOFFMAN ® MCLEAN ® CREATING A THERMAL AUDIT OPPORTUNITY 14 Fill out the opportunity like you normally would

15. PENTAIR HOFFMAN ® MCLEAN ® CREATING A THERMAL AUDIT OPPORTUNITY 15 New Mandatory Fields for Thermal Audits NEW MANDITORY FIELDS TO FILL IN FOR THERMAL AUDIT OPPORTUNITIES Thermal Audit: Completed: Thermal Audit has been performed Targeted: Account is targeted for a Thermal Audit Thermal Competitor: Select the main competitor the customer uses *Thermal Competitor section will appear after completion of Thermal Audit section

16. PENTAIR HOFFMAN ® MCLEAN ® TRACKING THERMAL AUDIT OPPORTUNITIES 16

17. PENTAIR HOFFMAN ® MCLEAN ® TRACKING THERMAL AUDIT OPPORTUNITIES 17 New View Available

18. PENTAIR HOFFMAN ® MCLEAN ® CONVERTING A LEAD 18

19. PENTAIR HOFFMAN ® MCLEAN ® CONVERTING A LEAD 19 Leads can be converted into an Account, Contact & Opportunity When a lead has been qualified or disqualified, the lead needs to be converted The icon is used to convert leads

20. PENTAIR HOFFMAN ® MCLEAN ® CONVERTING A LEAD 20 Convert a lead pop-up Qualified Leads Selecting the box next to Account, Contact and Opportunity will create a new record from the account Disqualified Leads Needs to be done to leads that you can no longer work with Status options Lost Cannot Contact No Longer Interested Cancelled

21. PENTAIR HOFFMAN ® MCLEAN ® CONVERTED LEAD 21 Account from Converted Lead Auto populates Account Name Company Phone Number Primary Contact Email Address

22. PENTAIR HOFFMAN ® MCLEAN ® CONVERTED LEAD 22 Contact from Converted Lead Auto populates Name Job Title Business Phone Number Email Address

23. PENTAIR HOFFMAN ® MCLEAN ® CONVERTED LEAD 23 Opportunity from Converted Lead Auto populates Opportunity Name End Customer

24. PENTAIR HOFFMAN ® MCLEAN ® THANK YOU 24 Please contact me with any questions Heather Jamison Marketing Communications Specialist – Automation Pentair Equipment Protection 2100 Hoffman Way Minneapolis, MN 55303 USA Office 1.763.422.2557 heather.jamison@pentair.com www.pentairequipmentprotection.com