Company Confidential | © 2011 GrapeCity Inc. GRAPECITY BUSINESS SOLUTIONS GrapeCity Telemarketing Software for Microsoft Dynamics CRM 2011 Online GRAPECITY BUSINESS SOLUTIONS Functional Overview

Company Confidential | © 2011 GrapeCity Inc. GRAPECITY BUSINESS SOLUTIONS o GrapeCity Telemarketing Software for Microsoft Dynamics CRM Online helps in micro-managing telemarketing activities to meet your sales and marketing objectives. o As a software built on top of Microsoft Dynamics CRM Online, GrapeCity Telemarketing functionality enables the telemarketing group to play an integral role in the sales cycle. Description

Company Confidential | © 2011 GrapeCity Inc. GRAPECITY BUSINESS SOLUTIONS Functionality o GrapeCity Telemarketing Software for Microsoft Dynamics CRM Online provides the following functionality : –Telemarketing Campaign management & prioritization –Integration with your existing/new marketing list –Track employees who are Telemarketers and Managers –Create Telemarketing prospects from Leads, Contacts and Accounts –Automatically prompt telemarketers to call the highest priority prospects first –Create orders and opportunities, qualify leads, schedule meetings and follow-up calls. –Telemarketer Automatic call Load distribution –Integration with Dialogs to make scripted calls to Prospects –Prospect call Management –Reporting Dashboard for Managers

Company Confidential | © 2011 GrapeCity Inc. GRAPECITY BUSINESS SOLUTIONS Telemarketing Workspace Telemarketing Prospects Telemarketing Projects Prospect Lists Telemarketing Teams Telemarketers

Company Confidential | © 2011 GrapeCity Inc. GRAPECITY BUSINESS SOLUTIONS Telemarketer entity records and tracks Telemarketing Service Representatives and Managers. Telemarketer and Telemarketing Team Entities GRAPECITY BUSINESS SOLUTIONS Managers can govern different teams and its members.

Company Confidential | © 2011 GrapeCity Inc. GRAPECITY BUSINESS SOLUTIONS Telemarketing Project is created for Marketing Campaign Marketing Manager can plan budget & duration of Project Prospects can be created by associating different marketing lists Fully Integrated with Dialog helps to make scripted phone calls

Company Confidential | © 2011 GrapeCity Inc. GRAPECITY BUSINESS SOLUTIONS Telemarketing Prospect Creation Prospect List generates from Marketing lists having account/contact/leads. Auto allocation of Calls to Telemarketers based on equal load distribution of prospects For each list you can Set details like Priority, Availability, Telemarketers Process list to make it available for calling to Telemarketers

Company Confidential | © 2011 GrapeCity Inc. GRAPECITY BUSINESS SOLUTIONS Telemarketing Prospect Entity Telemarketing Prospect contains list all target Customers to be called Scripted call using dialogs may be made to prospects and responses be stored Next prospect would Automatically display based on priority Detailed Call History for Prospects can be viewed

Company Confidential | © 2011 GrapeCity Inc. GRAPECITY BUSINESS SOLUTIONS Telemarketing Prospect- Place a Call Placing Call to Prospect prompts user to select Actions based on response. Proceed with Call: Click to Initiate conversation with the prospect Left Message, Reschedule: Telemarketer leaves message for Prospect and reschedules the call. Voice Mail, No Message Left: Prospect on voic so no message left. Prospect comes back in the queue Line Busy: Prospects Phone line is busy. Prospect comes back in the queue. No Answer: No Answer from prospect. Prospect comes back in the queue Not in Service: Phone number incorrect or non-existent.

Company Confidential | © 2011 GrapeCity Inc. GRAPECITY BUSINESS SOLUTIONS Full dialog creation view Dialogs for Call scripting Select responses during call and Perform various call Actions like create Order etc. Survey type of Dialogs

Company Confidential | © 2011 GrapeCity Inc. GRAPECITY BUSINESS SOLUTIONS Proceed with Call – Integration with dialogs CRM Dialogs associated with Campaign appears. Telemarketers can select different call actions from the dialog Screen. Call actions can be done for creating Orders, opportunity, Scheduling calls & meetings. Re-queue Call: Prospect is marked as unprocessed and goes back in queue. Reschedule Call: Schedule Call with Prospect for later time Create Opportunity: Opens CRM Opportunity form to create an opportunity. Schedule Meeting : Schedule Meeting of Prospect with Sales Manager Convert Lead: Convert the prospect to Account or Opportunity Assign To-Do: Create CRM Task activity for Prospect Create Order: Opens CRM Order form to capture Order Schedule Call: Schedule Call of Prospect with Sales Manager

Company Confidential | © 2011 GrapeCity Inc. GRAPECITY BUSINESS SOLUTIONS Call Summary – Dialog session

Company Confidential | © 2011 GrapeCity Inc. GRAPECITY BUSINESS SOLUTIONS Reporting Dashboard

Company Confidential | © 2011 GrapeCity Inc. GRAPECITY BUSINESS SOLUTIONS Software doesnt build relationships. People do. Thank You