“ Any Sufficient Advanced Technology is Indistinguishable from Magic.” Arthur C. Clarke

1. “Any Sufficient Advanced Technology is Indistinguishable from Magic.” Arthur C. Clarke

2. Yellow Magic Incorporated Presents Mobile SalesMagic Mobile Sales Force Automation

3. How to Use thisPresentation This presentation provides information screens that explain the use of Mobile SalesMagic. After most of the information screens there is either a screen capture or screen animation that shows you how to use the Mobile SalesMagic System.

4. How to Use thisPresentation After any screen display, if you want to see it again, just press the Page Up key. You can advance to the next screen at any time by pressing the Page Down key.

5. Let’s get started The first thing that has to be done is to upload your Lead and/or Account information to the Mobile SalesMagic web site. This is accomplished with a program called Mobile SalesMagic Sync.

6. For Yellow Magic Users • If you have a Yellow Magic system, SalesMagic Sync will create the files needed for Mobile SalesMagic from the Yellow Magic tables. You need to specify the book and Mobile SalesMagic Sync will find the appropriate Free and Class Heading tables.

8. Create the CSV File • Once the Yellow Magic tables have been selected, the user can create the CSV (Comma-Separated Values) file that is needed to load the Mobile SalesMagicweb site database.

10. Files Created

11. Select Sales Reps • The next three screens show how to select the lead records for mobile sales reps. If the user wants to select all lead records, the “Export Limited sub-set per Rep” check-box should not be selected. But if it is selected, then the user must indicate which of the available reps should be selected.

15. Select Number of Leads • The next step is to select how many leads per sales rep is to be uploaded to the web site and to export these records.

19. Save the CSV File • Save the CSV file for subsequent upload to the Mobile SalesMagic web site. • The files are named and dated so that you can do this as often as needed.

21. Upload the File • If you do not use a Yellow Magic system, then the CSV file must be prepared and made available for uploading. This next step uploads the file to the Mobile SalesMagic web site.

23. Login to the Web Site • Once the leads have been uploaded, they can be viewed from the Mobile SalesMagic web site. To view the web site the user the user must login to the site.

24. Choose the Bookand View the Table

25. Portion of a Leads Table Record

26. Do You Use anAppointment Setter? • Once the leads are on the web site, if the sales department does not use an appointment setter for the sales reps, the reps can request leads to be sent to their mobile devices. The following screens will illustrate how an Appointment Setter can work with a number of sales reps to make their appointments and to make their day more efficient.

27. Login to the Calendar • The Appointment Setter needs to login to the Appointment Setting Calendar feature.

28. Calendars • After selecting the lead from the Lead Table, a Calendar is opened, one for each sales rep.

30. Click on a Day to Open the Time Slots for that Day

31. Click on the Appointment Time to Schedule the Appointment

32. Tell the Rep about the Appointment • When this is done, an SMS is sent to the Sales Rep informing him of the appointment and depending on how soon the appointment is, the higher the download priority is assigned.

33. Send Sales Material • While the Appointment Setter is talking to the prospect, she can view important sales information and even e-mail it to the prospect. This could include brochures, a pre-printed contract, last-year’s contract, last-year’s proof sheets, etc.

37. SMS or Java GUI • Mobile SalesMagic can be operated in one of two modes: SMS (Short Message Service) or Java GUI (Graphical User Interface). Any device that supports SMS can useMobile SalesMagic.However, if the user has a high-end mobile device that supports the installation of Java applets, he will be able to use the Java GUI mode. With such devices, the user simply needs to browse to a web site from where the applet can be downloaded and install it on his device.

38. Download and Install Mobile SalesMagic

39. Click on the Mobile SalesMagic iconto Launch the Program

40. Download the Leads • If the user is using the SMS mode, then he already has the lead, but when the user is using the Java GUI mode, the lead must be downloaded into the mobile device. Selection of this menu item will download the lead.

41. Download the Leads

42. Leads via SMS • When operating in the SMS mode, the user sends an SMS requesting, in this case, two leads for book LB09.

43. View the Leads Leads are indicated with a Blue dot to the left of the lead. As the lead is worked, its current status is indicated by the color of the dot.

44. Time Zone • If your Mobile Device is not capable of detecting and setting the correct time, you can use this feature to set it. Enter the offset from GMT.

45. Select a Lead to Work • By selecting a lead, the information about that lead is displayed.

46. Call and Make an Appointment • If the user does not already have an appointment, he can call the prospect to try to make an appointment.

47. Set an Appointment • When he gets an appointment, the user can set the date and time of the appointment along with a reminder to let him know when to leave for the appointment. Appointments are shown with an Orange dot.

48. Time for an Appointment • When it is time for an appointment, a message is displayed and the user will hear a tone.

49. Map • If mapping is available in the area and the address is complete for mapping, a map can be displayed to see the location of the prospect.

50. Directions • And driving directions to the appointment are available.