1. © 2007 c360, Inc. All Rights reserved. Extending the functionality and industry focus of Microsoft Dynamics ® CRM Extending the functionality and industry focus of Microsoft Dynamics ® CRM c360 Products Presentation

2. © 2007 c360, Inc. All Rights reserved. Who is c360? Division of CDC Software (NASDAQ: CHINA) Microsoft Gold Certified Partner Microsoft “Partner Choice ISV” award 25+ add-on products 825+ partners worldwide 2,250+ organizations run c360 products 400,000+ licenses installed “c360 is a strong business partner that continues to leverage the Microsoft Dynamics CRM platform to provide high value solutions to our customers and partners” Brad Wilson General Manager; Microsoft Dynamics CRM c360: The Leader in Microsoft Dynamics CRM Add-ons

3. © 2007 c360, Inc. All Rights reserved. Sales Productivity Pack –Forecast Manager –Web Connect Service Productivity Pack –Email To Case –My Workplace Productivity Packs Data Tracking/Protection –Audit –Field-Level Security Business Intelligence –BI Analytics Implementation Tools –Import Manager –SDK External Access –Customer Portal Marketing –Email Marketing Individual Offerings by Category Mobility –Mobile CRM Core Productivity Pack –Alerts –Console –Multi-Field Search –Record Editor –Relationship Explorer –SharePoint Connector –Summary Telephony –Telephone Integration Office Integration –Word Merge –Group Calendar c360 Product Catalog

4. © 2007 c360, Inc. All Rights reserved. Core Productivity Pack –Alerts –Console –Multi-Field Search –Record Editor –Relationship Explorer –SharePoint Connector –Summary

5. © 2007 c360, Inc. All Rights reserved. Alerts (Alert creation screen) Users can configure alerts on any CRM record and can specify an alert type, expiration and visibility (public/private)

6. © 2007 c360, Inc. All Rights reserved. Alerts (Alert display screen) As users access CRM records, Alerts are presented immediately so the user is made aware of the critical information

7. © 2007 c360, Inc. All Rights reserved. Console (“Search based” example) Console allows users to combine CRM information, search cells, c360 products and custom developed content into a single screen

8. © 2007 c360, Inc. All Rights reserved. Console (Sales user example)

9. © 2007 c360, Inc. All Rights reserved. Console (Service user example) Each CRM user can have multiple Console views each providing different information

10. © 2007 c360, Inc. All Rights reserved. Console (Executive Dashboard example) Create graphs in BI Analytics and reuse them in console

11. © 2007 c360, Inc. All Rights reserved. Multi-Field Search (Search All) Search across multiple entities and display the result in one combined view with a single click Each user can configure which entities will be searched. Standard and Custom entities can be searched.

12. © 2007 c360, Inc. All Rights reserved. Multi-Field Search (Standard Search) Multiple search fields can be selected. Multiple entities can also be selected.

13. © 2007 c360, Inc. All Rights reserved. Multi-Field Search (Preferences) Select the fields you want to search on Select the entities you want to search for Select the entities included in the “Search All” feature Specify if deactivated records will be returned or not

14. © 2007 c360, Inc. All Rights reserved. Relationship Explorer Relationship Explorer discovers and displays all system relationships in a single hierarchical tree structure. In addition, it allows CRM users to create links that CRM does not support

15. © 2007 c360, Inc. All Rights reserved. c360 Solutions Two Concourse Parkway, Suite 800 Atlanta, GA 30328 Relationship Chart You can add multiple charts to a CRM record to track relationships such as Organization Chart, people who have a personal connection, people who play golf together, etc.

16. © 2007 c360, Inc. All Rights reserved. c360 Solutions Two Concourse Parkway, Suite 800 Atlanta, GA 30328 Relationship Chart Each Chart can track relationships between multiple people and accounts (future version will allow other entities in the chart as well).

17. © 2007 c360, Inc. All Rights reserved. c360 Solutions Two Concourse Parkway, Suite 800 Atlanta, GA 30328 Relationship Chart You can configure attributes which are used to “qualify” each relationship. For example, you can use an attribute to track whether a relationship is “string” or “weak”, you can use another attribute to track a sport or hobby two people have in common and you can also use attributes to track to level of influence some people have.

18. © 2007 c360, Inc. All Rights reserved. c360 Solutions Two Concourse Parkway, Suite 800 Atlanta, GA 30328 Record Editor 1 Interactively edit records and save all your changes with only one click.

19. © 2007 c360, Inc. All Rights reserved. Record Editor 2 Supports all the standard entities and custom entities as well. Support standard fields and custom fields as well.

20. © 2007 c360, Inc. All Rights reserved. c360 Solutions Two Concourse Parkway, Suite 800 Atlanta, GA 30328 SharePoint (Viewing the SharePoint “site”) The most popular reason to use SharePoint is to track a library of documents but you can use it for other purposes as well (e.g.: project management, wiki, blog, etc). For each CRM record, a new “micro-site” is created in SharePoint which can be accessed from CRM.

21. © 2007 c360, Inc. All Rights reserved. Summary Appears on all CRM records and displays Activities, Notes and CRM entities in a single, user-configurable view. Includes preview panes so users can passively read and scroll through the contents of items without opening the item. An attachment preview area shows the user any attached files with links to open them directly from the preview area.

22. © 2007 c360, Inc. All Rights reserved. Summary (User Preferences) Summary user preferences allow users to specify fields to be displayed, sort order, size of preview pane, records to filter and more

23. © 2007 c360, Inc. All Rights reserved. Sales Productivity Pack –Forecast Manager –Web Connect

24. © 2007 c360, Inc. All Rights reserved. Forecast Manager Forecast Manager increases forecast accuracy by allowing users to quickly edit all key opportunity fields from a single screen and without opening each opportunity record

25. © 2007 c360, Inc. All Rights reserved. Web Connect Web Connect allows web forms to be easily connected to Microsoft CRM to auto-create Leads from web form captures while checking for the presence of duplicate records and taking actions such as notifying a sales person and sending an email confirmation to the visitor

26. © 2007 c360, Inc. All Rights reserved. Service Productivity Pack –Email to Case –My Workplace

27. © 2007 c360, Inc. All Rights reserved. Email to Case Email To Case reduces the data entry burden by automatically creating CRM cases for inbound emails to specified CRM queues

28. © 2007 c360, Inc. All Rights reserved. My Workplace My Workplace simplifies the process of working with CRM queues by allowing users to specify which public queues, user queues and columns to be displayed

29. © 2007 c360, Inc. All Rights reserved. My Workplace (User Preferences) Each user can specify which fields he/she wants to see Users can also specify which public queues and which user queues they are interested in

30. © 2007 c360, Inc. All Rights reserved. Individual Products –Address Validation –Audit –BI Analytics –Customer Portal –CTI –Email Marketing –Explorer –Field-Level Security –Group Calendar –Import Manager –Mobile CRM –SDK –Word Merge

31. © 2007 c360, Inc. All Rights reserved. Address Validation (Account Entry) Address Validation allows users to verify and correct CRM addresses using US Postal Code standards

32. © 2007 c360, Inc. All Rights reserved. Address Validation (Acceptance)

33. © 2007 c360, Inc. All Rights reserved. Address Validation (Administrative) Addresses can be validated automatically whenever a record is saved or on demand.

34. © 2007 c360, Inc. All Rights reserved. Audit Tracker Audit can show you: Who made the change When the change was made What field was changed What was the previous value What it was changed to

35. © 2007 c360, Inc. All Rights reserved. Audit Analyzer Build queries to review changes made to your data. For example: Who deleted Opportunity records in the last month? Which records did Bob Smith change recently? Which Leads have not been contacted?

36. © 2007 c360, Inc. All Rights reserved. BI Analytics (Profitability Analysis example) Number crunching capabilities Visual color highlighting Strong sorting options

37. © 2007 c360, Inc. All Rights reserved. BI Analytics (KPI example) Key Performance Indicators Gauges, maps, graphs, etc Report data geographically

38. © 2007 c360, Inc. All Rights reserved. BI Analytics (Options) 25 pre-built reports Lots of options 100’s of chart types Conditional formatting Drag and drop user interface Role based access privileges can be assigned to reports

39. © 2007 c360, Inc. All Rights reserved. BI Analytics (Heat map Example) Build ad-hoc reports Use colorful variations for graphics Sort with color and data

40. © 2007 c360, Inc. All Rights reserved. BI Analytics (Executive dashboard example) Drill down capability Export to Excel Critical data at a glance

41. © 2007 c360, Inc. All Rights reserved. Customer Portal (KB Articles) Seamlessly integrates with your corporate web site Publish KB articles Your customers can manage their profile information (address, phone number, etc.) Service case management You can add custom functionality

42. © 2007 c360, Inc. All Rights reserved. Customer Portal (Profile Management) Users can update their profile: address, phone number, etc. Administrator can decide which fields (including custom fields) on the Contact entity can updated by the user.

43. © 2007 c360, Inc. All Rights reserved. Customer Portal (Case Management) Your customers can open new trouble tickets, review and update exiting ones. Notifications are sent to customers and to support engineers when cases are updated.

44. © 2007 c360, Inc. All Rights reserved. CTI Enables integration between telephone systems (TAPI Interface) and Microsoft Dynamics CRM. Detects incoming phone calls (displays caller name, number, etc). The information displayed is configurable. Automatically creates activities for incoming and outgoing calls.

45. © 2007 c360, Inc. All Rights reserved. Email Marketing (Campaigns and Lists) Configure Marketing Campaigns and Marketing Lists using the standard Microsoft CRM features like you normally would.

46. © 2007 c360, Inc. All Rights reserved. Email Marketing (Communication Settings 1) Configure the communication and specify a HTML template you have previously defined.

47. © 2007 c360, Inc. All Rights reserved. Email Marketing (Communication Settings 2) Configure the title of the email your customers will receive and also configure the “from” email address. You can specify your own email address if you want your customers to be able to reply directly to you or you can use a generic address such as “marketing@mycompany.com”

48. © 2007 c360, Inc. All Rights reserved. Email Marketing (Communication Settings 3) Configure the “placeholders” that you have included in your HTML template. For example you may have a placeholder in the salutation like: “Dear >”.

49. © 2007 c360, Inc. All Rights reserved. Email Marketing (Communication Settings 4) You can include attachments and pictures in your communication. You can also include a “beacon” image which allows you to track who opened the email.

50. © 2007 c360, Inc. All Rights reserved. Email Marketing (Sending the communication) You can simulate and make corrections to the communication before you actually send it to make sure it looks exactly the way you intended. When you start the communication, our data center will start sending your emails at a rate of 60,000 emails per hour.

51. © 2007 c360, Inc. All Rights reserved. Email Marketing (Examples 1-2)

52. © 2007 c360, Inc. All Rights reserved. Email Marketing (Examples 3-4)

53. © 2007 c360, Inc. All Rights reserved. Email Marketing (Examples 5-6)

54. © 2007 c360, Inc. All Rights reserved. Email Marketing (Example 7)

55. © 2007 c360, Inc. All Rights reserved. Email Marketing (Results Overview) At the communication level, you can track: # of emails sent # of bounced emails # of emails opened # of people who clicked on internal links # of people who clicked on links to 3 rd party web site

56. © 2007 c360, Inc. All Rights reserved. Email Marketing (Communication Audit 1) At the communication level, you can see which emails bounced back, who opened your email, who clicked on the various links, etc.

57. © 2007 c360, Inc. All Rights reserved. Email Marketing (Communication Audit 2) At the contact level, you can see which emails this person received, which ones he/she opened, which links he/she clicked on, etc.

58. © 2007 c360, Inc. All Rights reserved. Email Marketing (Segmentation) You can use the result of a previous campaign communication to build marketing lists and/or build advanced queries. In this example, I am able to get the list of Contacts who clicked on a specific link in a previous Communication

59. © 2007 c360, Inc. All Rights reserved. c360 Solutions Two Concourse Parkway, Suite 800 Atlanta, GA 30328 Explorer

60. © 2007 c360, Inc. All Rights reserved. Field Level Security In the above example, the Currency field is read-only (the user can’t make changes). Also, the user is prevented from seeing the data in the Main Phone field. Finally, he can’t even see the “Fax” field (which normally would be displayed between the Other Phone and the Web Site).

61. © 2007 c360, Inc. All Rights reserved. Field Level Security (Settings) You can set permissions for each Security Role in each business unit independently. You can choose from the following permissions: Full Access Read-Only Forbidden (can see the field but not the data Hidden (cannot see the field)

62. © 2007 c360, Inc. All Rights reserved. Field Level Security (other screens) In addition to the standard “Edit” screen, field-level security is also enforced on grids, when using the “Advanced Find” search tool, when printing and when exporting to Excel.

63. © 2007 c360, Inc. All Rights reserved. Group Calendar Single click on the activity title to open it. Click on the day number to switch to day view. Hover mouse over an activity to view details. View other users’ calendars

64. © 2007 c360, Inc. All Rights reserved. Import Manager 4.0 Enhancements Schedule Imports Import Data from sources other than.csv Duplicate checking before importing data Deleting before importing data Apply logic to imported data Administrative advantages

65. © 2007 c360, Inc. All Rights reserved. Import Manager (New Rule) Select which entity you want to import You can import from CSV files or ODBC databases

66. © 2007 c360, Inc. All Rights reserved. Import Manager (Field mapping) Specify the mapping between fields in your source and Microsoft CRM fields

67. © 2007 c360, Inc. All Rights reserved. Set the match criteria to prevent duplicate data from being imported. If you desire, you can decide to update existing records. Import Manager (Match Criteria and Relationships ) Link imported records to existing records. For example: link imported Opportunities to their respective Customer record.

68. © 2007 c360, Inc. All Rights reserved. Import Manager (Ownership) Specify record ownership logic. This enables to assign records to users other than yourself. For example, you could assign imported leads to the appropriate Account Manager.

69. © 2007 c360, Inc. All Rights reserved. Import Manager (Settings) Choose settings for conflicts and error handling

70. © 2007 c360, Inc. All Rights reserved. Import Manager (Scheduler) Automate Import process by scheduling tasks

71. © 2007 c360, Inc. All Rights reserved. Mobile CRM Rapid Deployment Ready to use upon installation Fast Background Synchronization Limited Training Required Filtered Information Easy customization and fully customizable Online and Offline Wide Range of Supported Hardware Microsoft Certified Solution

72. © 2007 c360, Inc. All Rights reserved. Mobile CRM - Feature Comparison c360 Mobile CRM Dynamics CRM Mobile Dynamics CRM Mobile Express Ten Digits Data Access Offline and Online (Network Aware) Offline (manual sync)Online Only Functionality All CRM entities (Marketing, Sales, Service) and custom entities. Integration to mail, telephone, pocket explorer and TomTom Navigator Partial Sales Force AutomationMost CRM entities, including custom entities All CRM Entities and Custom Entities Customization Ability Full field, standard and custom entities, multiple environments, field level security, custom controls, client side business logic Field-only within accounts, contacts and opportunities Full field, standard and custom entities, source code available Full field, standard and custom entities Mobile Devices Supported Windows Mobile, PocketPC Web based devicesBlackBerry Only Support Available through c360 Mobility Partners, supported by c360 Supported by MicrosoftAvailable through Microsoft Partners, supported by 'the community' Available through Ten Digits and selected Resellers, supported by Ten Digits Languages Supported All supported Microsoft CRM languauges English, French, German, Spanish All supported Microsoft CRM languauges

73. © 2007 c360, Inc. All Rights reserved. Word Mail Merge (from Microsoft CRM)

74. © 2007 c360, Inc. All Rights reserved. Word Mail Merge (from Microsoft Word 1) Select a template from a central repository and then select the CRM records to merge with the template into a new document

75. © 2007 c360, Inc. All Rights reserved. Word Mail Merge (from Microsoft Word 2) Once you have created a new document based on a template, you can manually add additional fields. When you are satisfied with the document, you can create and activity in CRM and attach the document to it.

76. © 2007 c360, Inc. All Rights reserved. Licensing How does the c360 licensing work? Per user : this is the licensing mode used by the vast majority of the c360 products. This licensing mode requires that you buy the same number of licenses for the c360 product as there are active Microsoft CRM licenses in your system. The Core Productivity Pack is an example of a product that uses the “per user” licensing. Example: you purchased 100 CRM licenses from Microsoft but only 25 are active, you need to purchase 25 licenses of the c360 product. A few months later when you hire 5 more employees and activate 5 more CRM licenses, you will need to also purchase 5 more licenses of the c360 product. Site license : a few c360 products require that you pay a fixed one time fee regardless of the number of active CRM licenses. Email Marketing is an example of a product that uses “per site” licensing. Desktop license : a few c360 products require that you purchase one license for every desktop where you install the product in question.

77. © 2007 c360, Inc. All Rights reserved. Pricing – Productivity Packs Productivity Packs List Price* Core$95 Sales$35 Service$35 High Tech Pack$295 (includes Core, Sales, Service and Customer Portal) Financial Services Pack$275 + $3,500 server fee (includes Core, Audit and Field Level Security) * All products on this list use the “per user” licensing unless otherwise noted. This price list is current as of July 1 st 2008

78. © 2007 c360, Inc. All Rights reserved. Pricing – Individual Products Products List Price* Audit$125 + $3,500 server fee CTI$135 + $745 server fee Customer Portal$200 Documents Pack$65 Email Marketing (Standard Edition) $1,995 Email Marketing (Premium Edition) $3,995 Email Marketing (Monthly subscription) Based on volume, starts at $237 for 2,500 emails Field Level Security$95 Group Calendar$65 * All products on this list use the “per user” licensing unless otherwise noted. This price list is current as of July 1 st 2008

79. © 2007 c360, Inc. All Rights reserved. Pricing – More Individual Products Products List Price* Import Manager (migration edition) $ 895  Small 1-25 users $1,295  Medium: 26-75 users $1,395  Professional: 76-150 users $1,695  Enterprise: 150+ users Import Manager (full edition) $2,195  Small 1-25 users $3,595  Medium: 26-75 users $4,395  Professional: 76-150 users $4,995  Enterprise: 150+ users Mobile CRM (standard edition) $238 per device + $1,432 server fee Mobile CRM (professional edition) $478 per device + $2,872 server fee * All products on this list use the “per user” licensing unless otherwise noted. This price list is current as of July 1 st 2008

80. © 2007 c360, Inc. All Rights reserved. Pricing – BI Analytics Number of users List Price* 1-5 Power users$4,000 6-10 Power user block$10,000 11-15 Power user block$5,000 16-20 Power user block$5,000 CPU licenses$40,000 per processor Installation service$1,495 (1 day engagement, software installation) PLEASE NOTE: this fee is waived for NFR Services$1,495 per day (1 day engagement, cube modification, 5 reports building) Training$1,495 per day (1 day engagement, report preparation, use of tools, use of solution and deployment of reports) * All products on this list use the “per user” licensing unless otherwise noted. This price list is current as of July 1 st 2008

81. © 2007 c360, Inc. All Rights reserved. Pricing – Support and Maintenance Annual fee List Price Maintenance20% of list price of all products owned (please note that the first year is included for free with initial purchase) SupportIncluded with annual maintenance fee Premium Support10% of list price of all products owned (for details on the additional benefits please contact your Account Manager)

82. © 2007 c360, Inc. All Rights reserved. c360 Resources Not for Resale User Licenses Differencing Disks for Demos Webinars Evaluation Licenses Screenshot Powerpoint www.c360.com

83. © 2007 c360, Inc. All Rights reserved. Contact Us 1 (888) 929-3670 www.c360.com sales@c360.com c360 Solutions Two Concourse Parkway, Suite 800 Atlanta, GA 30328 Contact Us