1. 1.What is ADAPTcrm? 2.Product Architecture and Features 3.What is ADAPTanywhere? 4.ERP/Accounting System Integration 5.Why ADAPTcrm? 6.History of ADAPT Software 7.Product Demonstration/Q&A Agenda

2. Complete Relationship Management Customers, Suppliers/Principals, Channel, Employees … Marketing, Sales, Service, Defects, Collaborative Activities Integration with Accounting Systems Business Process Automation Web/PDA Access 1. What is ADAPTcrm?

3. Collaboration MarketingSalesService AccountingInternet ADAPTcrm Fulfillment Back Office ADAPTations Programs Front Office ADAPTanywhere NOTE: Click on a Function for a list of features. Click here to skip section.Click here to skip section 2. Product Architecture

4. Collaboration MarketingSalesService AccountingInternet ADAPTcrm Fulfillment Back Office Programs Front Office ADAPTanywhere  Marketing Campaign/Event Management Marketing Campaign/Event Management  Budget Estimate and Actual Expense Tracking Budget Estimate and Actual Expense Tracking  Real-Time Response Tracking Per Campaign/Event Real-Time Response Tracking Per Campaign/Event  Real-Time Profitability Analysis and Forecasting Real-Time Profitability Analysis and Forecasting  Integrated Mass Marketing Tools for Email/Mail Integrated Mass Marketing Tools for Email/Mail NOTE: Click on pull-down list to return to main Architecture menu. 2. Product Architecture (Marketing) ADAPTations

5. Marketing view (a snapshot)

6. Marketing Campaign (a snapshot)

7. Collaboration MarketingSalesService AccountingInternet Fulfillment Back Office Programs Front Office ADAPTanywhere NOTE: Click on pull-down list to return to main Architecture menu. 2. Product Architecture (Sales) ADAPTations  Sales Opportunity/Pipeline Management Sales Opportunity/Pipeline Management  Sales Process/Milestone Management Sales Process/Milestone Management  Track Competitors/Buying Issues per Opportunity Track Competitors/Buying Issues per Opportunity  Track Sales-Related Expenses per Opportunity Track Sales-Related Expenses per Opportunity  Detailed Analysis Using Metrics and Graphs Detailed Analysis Using Metrics and Graphs ADAPTcrm

8. Sales Funnel (a snapshot)

9. Sales Opportunity (a snapshot)

10. Collaboration MarketingSalesService Internet Fulfillment Programs Front Office ADAPTanywhere NOTE: Click on pull-down list to return to main Architecture menu. 2. Product Architecture (Service) ADAPTations ADAPTcrm Accounting Back Office  Service Ticket/Incident Tracking Service Ticket/Incident Tracking  Service Level Agreement (SLA) Tracking Service Level Agreement (SLA) Tracking  Item-Based Warranty Tracking Item-Based Warranty Tracking  Automatic Routing, Escalations, Notifications Automatic Routing, Escalations, Notifications  Natural Language Service Knowledge Base Natural Language Service Knowledge Base

11. Service view (a snapshot)

12. Service Ticket (a snapshot)

13. Collaboration MarketingSalesService Internet ADAPTcrm Fulfillment Programs Front Office ADAPTanywhere NOTE: Click on pull-down list to return to main Architecture menu. 2. Product Architecture (Fulfillment) ADAPTations Accounting Back Office  Physical and Electronic Collateral Request System Physical and Electronic Collateral Request System  Inventory/Allocation Management for Items and Kits Inventory/Allocation Management for Items and Kits  User-Defined Document Types/Templates for Form Letters User-Defined Document Types/Templates for Form Letters  Industry Standard and User-Defined Label Templates Industry Standard and User-Defined Label Templates  Perform Requests from All Departmental Records Perform Requests from All Departmental Records

14. Collaboration MarketingSalesService Internet Fulfillment Programs Front Office ADAPTanywhere NOTE: Click on pull-down list to return to main Architecture menu. 2. Product Architecture (Collaboration) ADAPTcrm ADAPTations Accounting Back Office  Daily, Weekly, Monthly Calendar Daily, Weekly, Monthly Calendar  Complete Task Management Complete Task Management  Integrated Account/Contact DB Integrated Account/Contact DB  Business Process Management Business Process Management  Internal Knowledge Base Internal Knowledge Base

15. Account collaboration folders (a snapshot)

16. Account Integration to other Systems (a snapshot)

17. Collaboration MarketingSalesService AccountingInternet ADAPTcrm Fulfillment Back Office Programs Front Office ADAPTanywhere NOTE: Click on pull-down list to return to main Architecture menu. 2. Product Architecture (Internet) ADAPTations  Lead Capture from the Web Lead Capture from the Web  Web/PDA Access via Cellular-Ready Devices Web/PDA Access via Cellular-Ready Devices  Customer Self Service from the Web Customer Self Service from the Web  Remote User Support (Browser-Based Access to ADAPT) Remote User Support (Browser-Based Access to ADAPT)

18. Collaboration MarketingSalesService AccountingInternet ADAPTcrm Fulfillment Back Office Programs Front Office ADAPTanywhere NOTE: Click on pull-down list to return to main Architecture menu. 2. Product Architecture (Front Office) ADAPTations  Industry-Standard Front-Office Application Integration Industry-Standard Front-Office Application Integration  MAPI Integration to Send/Receive Emails via MS Outlook MAPI Integration to Send/Receive Emails via MS Outlook  Contact, Task and Appointment Synch with MS Outlook Contact, Task and Appointment Synch with MS Outlook  DDE Integration to MS Word and Excel Documents/Templates DDE Integration to MS Word and Excel Documents/Templates  Integrated Launching of Web Sites via Default Browser Integrated Launching of Web Sites via Default Browser

19. Collaboration MarketingSalesService AccountingInternet ADAPTcrm Fulfillment Back Office ADAPTations Programs Front Office ADAPTanywhere NOTE: Click on pull-down list to return to main Architecture menu. 2. Product Architecture (Back Office) ADAPTations  Real-Time PFW/ BatchMaster / ACCPAC /Great Plains Real-Time PFW/ BatchMaster / ACCPAC /Great Plains  Synch Contacts, Accounts, and Critical Contact Details Synch Contacts, Accounts, and Critical Contact Details  Convert CRM Prospects to Customers/Vendors Convert CRM Prospects to Customers/Vendors  Real-Time Queries and Order Entry from Account Screen Real-Time Queries and Order Entry from Account Screen  Function-Level Security on All Supported Features Function-Level Security on All Supported Features

20. Account Integration to other Systems (a snapshot)

21. Capture Leads from the Web and Automatically Respond Online Access via Virtually any Web- Enabled Device Correspond with Field Service and Provide 24 x 7 Customer Support 3. What is ADAPTanywhere? Optional Web Access

22. Typical Integration Capabilities Real-Time Database Synchronization Batch Import of Customers/Vendors Convert Prospects to Customers/Vendors Customer/Vendor Query Order/PO History Query Accounts Receivable/Payable Query Inventory Query Sale Order Entry 4. ADAPTcrm Accounting Integration All these are available with

23. It’s Simple Web-Style User Interface Consistent Screen Design It’s Complete Marketing, Sales and Service in One Core Module Pre-Built Accounting Systems Integration Included It’s Affordable Most Features Offered in a Box in Its Price Range Can be Customized Quickly and Implemented in Days 5. Why ADAPTcrm?

24. 6. ADAPTcrm Position to competition? Tier 4: PIMs (Up to $500 per User) Tier 3: Departmental Solutions ($250-1,500+ per User) Tier 2: CRM Systems ($1,500-$4,000+ per User) Tier 1: Integrated CRM ($4,000+ per User) Outlook

25. 1993: Company Established, Sold Open Source Templates, Contact/Customer Management Template Used by More than 20,000 Users 1994: Established Strong Customer Base through Expertise in Rapid Application Development, Customer Management and Financial Software Integration 1995-1996: ADAPT v1.0 Released (Only Packaged Contact/Customer Management Product on Market with Real-Time Financial Software Integration 1997-1998: ADAPT v2.0 Released Under Private Label (e.g., ADAPT for PFW, ADAPT for Macola, etc.) 1999: Channel Partners Established to Extend ERP Market and Regional and International Penetration 2000: ADAPT v2.5 Released, OEM Relationship with Syspro Software and Best Software (formerly Sage) Established 2001: ADAPTcrm v3.0 Released, General Market Penetration Efforts Initiated, OEM Relationship with Magic Software Established 2002: ADAPTanywhere Released as a Result of Increase Demand for Web Access, ADAPTcrm v3.6 Released to Complete Core Features Offering 2003: ADAPTcrm India operations established, ETC appointed first ARP partner in India. 6. History of ADAPT Software

26. Demonstration/Q&A 7. Demonstration/Q&A