Solutions for IT Sales Teams

1. TRACK on IT A Division of Technology Sales Resource www.TRACKonIT.com Solutions for IT Sales Teams

2. TRACK on IT Overview • First sales automation designed exclusively for IT sales teams • ASP solution for easy implementation, access • Intuitive screens and simple steps allow for quick implementation • Lead updates, calendar, reminder functions help salespeople • Lead tracking, forecasting and ROI analysis give sales managers better overview of sales activities

3. TRACK on IT Features Web-Based Lead Management & Tracking • Distribute, track and reassign leads in real time via the web • Manage multiple marketing campaigns • Import/Download customized mailing lists • ASP model provides for low-cost monthly solution Data-driven Decision Making • Analyze ROI from marketing campaigns • Download highly targeted mailing lists for new campaigns • Produce powerful call back, lead aging and forecast reports • Simplified data import/export to populate and analyze your data Intelligent Communication • Set automatic e-mail notification for leads that are reassigned or if leads are not followed up in a timely manner • Gather and analyze feedback on leads from field reps

4. Demonstration Outline • Presentation will highlight functions for: • Sales Team • Updating leads • Calendar • Call reminders • Marketing Library • Sales Management • Lead tracking • Sales forecasting • ROI analysis Users log into TRACK on IT from www.trackonit.com

5. Welcome Screen Contact Entry Updating Leads Calendar Marketing/Sales Collateral Library Salesperson Functions

6. ASP screens personalized with your company logo Simple user menu takes user to specific functions “My Call Backs” provide daily reminders for calls and tasks due TRACK on IT Welcome Screen

7. Create a company profile, and add multiple contacts within the form Sales process and probability based on proven business rules from IT sales Lead forms include technology-specific fields to make updates in seconds Lead Information Form

8. Drop down menus help you update lead status Ability to set reminders that pop up on welcome screen and emailed to you Simple text field to add updates and comments Making Updates Takes Only Seconds

9. In addition to lead reminders, can set events on calendar Able to export event listings and reminders into Microsoft Outlook, or have reminders emailed to you Calendar Tracks Appointments, Tasks

10. Salespeople can access marketing collateral, proposal templates and other documents from a single source Able to create multiple folders, store documents of any kind in library Marketing and Sales Library

11. Assigning Leads Tracking Leads Sales Forecasting ROI Analysis Sales Management Functions

12. When you receive a new lead, click “assign” to give to a particular salesperson Drop down menu with all salespeople allow you to assign lead in seconds Manager sets number of days to follow up on lead. If no action taken, lead returns to manager – ensures leads don’t slip through the crack Assigning & Tracking Leads

13. Able to download, print and email all reports Using standard rules for probability, get accurate forecast to measure revenues Sales Forecasting & Reporting Forecast gives up-to-date snapshot of sales activities

14. Ability to generate pre-made and custom reports in seconds Uncover best sources for leads Confirm leads are followed up ROI Analysis & Custom Reporting

15. Schedule Live Demonstration Today • Schedule a live demonstration with TSR • 30-45 minute session to review features and functions • Allow you to work with TRACK on IT application first hand • Discuss your firm’s needs to see if you qualify for free 30-day trial • Call 877.639.7252 or use our convenient contact form

16. TRACK on IT A Division of Technology Sales Resource www.TRACKonIT.com Thank You!