www mxcontact com The complete CRM Contact Management

www. mxcontact. com The complete CRM, Contact Management and Sales Automation System for Microsoft® Outlook®

Overview This presentation is divided into 6 sections: Section 1 The Outlook/Exchange Environment The reasons for using Outlook/Exchange for CRM Section 2 MX-Contact Configuration How MX-Contact is configured and licensed Section 3 MX-Contact Functionality An overview of MX-Contact’s general functionality Section 4 General Issues such as customisability, reporting, etc. Section 5 Demonstration A day in the life of a user Section 6 Contact Details Installation Evaluation/Live Versions

The Outlook/Exchange Environment Section 1 Why use Outlook for Contact Management Microsoft Outlook – Limitations What is MX-Contact adding to Outlook Advantages of an Outlook-based Solution Other Advantages of Using Outlook The Microsoft Exchange Server “Database” Outlook – the Universal “Front-End” Contact Details Download the White Paper – Using Outlook for CRM/Contact Management

Why use Outlook for Contact Management? Microsoft Outlook already has the following facilities for managing client interactions: A Contacts Folder for profiling Contacts A Calendar Folder for Meeting and Event Scheduling Inbox for Messaging/E-mail Tasks for Time/To-Do Management Journal for Activity/Document Tracking Contact Details

Microsoft Outlook - Limitations Outlook has the following disadvantages in its use as a workgroup/enterprisewide contact manager: • Data stored in users’ Private Mailboxes (Contacts, Appointments, etc. ) Limited sharing of information Frequent duplication of data • Outlook has limited Folders (e. g. Contacts but no Companies, etc. ) • It is difficult for Users to link items No Customer view of all interactions Contact Details

What is MX-Contact adding to Outlook? MX-Contact overcomes most of Outlook’s limitations by adding: • A centralised “database” on public folders • Additional “Out-of-the-box” CRM functionality (e. g. Companies, Opportunities, Products, Incidents, Events, etc. • Unlimited number of additional user-defined/customisable folders, forms, tabs etc. • Seamless linking of related items to create a single view of all Customer “Relationship” information Contact Details

Advantages of an Outlook-based Solution Outlook/Exchange have the following advantages in being used as the platform/foundation of a CRM system: • • Outlook is always the 1 st application to be opened Outlook is always kept open Familiar Interface One calendaring system universal across company and supply chain • One e-mail store • One document management system • Easy synchronization with most PDA’s Contact Details

Other Advantages of using Outlook An Outlook-based solution is far less expensive than a conventional CRM system to implement (i. e. has a greatly reduced Total Cost of Ownership): No additional infrastructure needed Exchange Server already in place Cost of upgrade to new versions of Outlook shared Reduced training time (cost) Wider application of same training Reduced installation time over conventional CRM systems Contact Details

Outlook – the Universal “Front-End” Outlook is becoming the universal “front-end” for: • Messaging • Calendaring/Scheduling • Collaboration and Workflow • Customer Relationship Management • Knowledge Management • Business Intelligence Contact Details

Configuration MX-Contact is available in 7 different Editions. MX-Contact comprises a Base System, with optional Sales, Marketing and Support Modules. MX-Contact Editions Base System Sales Module Marketing Module Support Module Training Module Industry Vertical Solutions Foreign Language Versions Pricing Contact Details Download the MX-Contact Information Sheet – Configuration

Editions MX-Contact is available in 7 different Editions, which cater for the needs of a single user through to an organisation with many thousands of users. Personal Professional SOHO Standard SOHO Advanced Workgroup Corporate Enterprise MX-Contact can be utilised with Outlook 2000, 2002/XP and/or 2003. It can be operated in a mixed environment, namely where some users are say on Outlook 2000 while others have already upgraded to 2003. Contact Details

Personal Edition The Personal Edition is designed for a single user or small/home office and runs off an Outlook Data/Personal Folders (. pst) file. It offers the same functionality as the Workgroup Edition but does not require Exchange Server. • • • Utilises an Outlook Data/Personal Folders File (. pst) for Data Storage. Does not require Exchange Server Can be used in conjunction with utilities that facilitate sharing of Outlook data files across several PC’s (e. g. Outlook Folders) Limited to the standard set of MX-Contact folders, i. e. the Base System. Does not support the optional Sales, Marketing and Support Modules. Contact Details

Professional Edition The Personal Edition is designed for a single user or small/home office and runs off an Outlook Data/Personal Folders (. pst) file. It offers the same functionality as the Corporate Edition but does not require Exchange Server. • • • Utilises an Outlook Data/Personal Folders File (. pst) for Data Storage. Does not require Exchange Server Can be used in conjunction with utilities that facilitate sharing of Outlook data files across several PC’s (e. g. Outlook Folders) Advanced Customisation: MX-Contact Folder Property Page which allows for the addition of an unlimited number of user-defined folders. Supports the use of the optional Sales, Marketing and Support Modules (which are each licensed separately). Contact Details

SOHO Standard Edition The SOHO Standard Edition is designed for a small/home office and runs off an MSDE/SQL Server 2005 Express Edition database. It offers the same functionality as the Workgroup Edition but does not require Exchange Server. Utilises a Microsoft Desktop Edition 2000/SQL Server 2005 Express database for data storage. Allows a small group of up to 10 users to share a common database without a dedicated server (although this is recommended). Operates in conjunction with a set of Outlook Data File Folders, which are used only for the Outlook forms (No data is stored in the Outlook folders). Does not require Exchange Server. Limited to the standard set of MX-Contact folders, i. e. the Base System. Does not support the optional Sales, Marketing and Support Modules. Contact Details

SOHO Advanced Edition The SOHO Advanced Edition is designed for a small/home office and runs off an MSDE/SQL Server 2005 Express Edition database. It offers the same functionality as the Corporate Edition but does not require Exchange Server. Utilises a Microsoft Desktop Edition 2000/SQL Server 2005 Express database for data storage. Allows a small group of up to 10 users to share a common database without a dedicated server (although this is recommended). Does not require Exchange Server. Operates in conjunction with a set of Outlook Data File Folders, which are used only for the Outlook forms (No data is stored in the Outlook folders). Advanced Customisation: MX-Contact Folder Property Page which allows for the addition of an unlimited number of user-defined folders. Supports the use of the optional Sales, Marketing and Support Modules (which are each licensed separately). Contact Details

Workgroup Edition The Workgroup Edition is designed for a team of users sharing a "database" on Exchange Server Public Folders but who need only limited 'Contact Management' functionality. • • • Utilises Exchange Server Public Folders for data storage. Limited to the standard set of MX-Contact folders, i. e. the Base System. Does not support the optional Sales, Marketing and Support Modules. Contact Details

Corporate Edition The Corporate Edition is designed for a team of users sharing a "database" on Exchange Server Public Folders who need advanced Sales, Marketing and Support capabilities and/or the ability to add their own custom folders. • • • Utilises Exchange Server Public Folders for data storage. Advanced Customisation: MX-Contact Folder Property Page which allows for the addition of an unlimited number of user-defined folders. Supports the use of the optional Sales, Marketing and Support Modules (which are each licensed separately). Contact Details

Enterprise Edition The Enterprise Edition is designed for a team of users who for various reasons (database size or corporate IT standards) want to share a SQL Server database rather than an Exchange database. Utilises a Microsoft SQL Server 2000 or 2005 database for data storage. Operates in conjunction with a set of Outlook Data File or Exchange Server Public Folders, which are used only for the Outlook forms (No data is stored in the Outlook folders). Identical Outlook User Interface as for the Corporate Edition. Advanced Customisation: MX-Contact Folder Property Page which allows for the addition of an unlimited number of user-defined folders. Supports the use of the optional Sales, Marketing and Support Modules (which are each licensed separately). Contact Details

Base System The MX-Contact Base System is the core set of folders for all 7 Editions of MXContact and provides basic Contact Management functionality for those users just wanting to keep track of the contacts they deal with. Companies Contacts Groups Products (With Company Products and Contact Products) Calendar Tasks Documents E-Mail Journals Reporting Contact Details

Sales Module The Sales Module is only available for the Professional, Corporate and Enterprise Editions. It offers the following additional features: • • Opportunity Management Project Tracking Sales Methodologies / Account Management Plans Orders and Orders Details (linked to a standard Product/Item Table/Folder) Contact Details Download the MX-Contact Information Sheet – Sales Module

Marketing Module The Marketing Module is only available for the Professional, Corporate and Enterprise Editions. It offers the following additional features: • • • Event/Function Management Campaign Management Surveys Contact Details Download the MX-Contact Information Sheet – Marketing Module

Support Module The Support Module is only available for the Professional, Corporate and Enterprise Editions. It offers the following additional features: • • Incident/Service Request Management Issue/Defect Management Asset Management/Product Registrations Service Contract Management Contact Details Download the MX-Contact Information Sheet – Support Module

Training Module The Training Module is only available for the Professional, Corporate and Enterprise Editions. It offers the following additional features: • • • Programs Training Courses Classes Session Scheduling Attendance Register Assignments Contact Details Download the MX-Contact Information Sheet – Training Module

Industry Verticals MX-Contact has customised vertical solutions for the following industries: • • • Legal/Case Management Motor Vehicle Real Estate Many others are under construction. These Industry solutions are only available for the Professional, SOHO Advanced, Corporate and Enterprise Editions. Contact Details

Foreign Language Versions MX-Contact is available in the following foreign languages: • • German French Dutch Czech Polish Italian Spanish (available shortly) Chinese (available shortly) Contact Details Download the MX-Contact Information Sheet – Localisation

Pricing • • • MX-Contact is priced on a per user basis, i. e. Named Licenses as opposed to Concurrent Licenses. MX-Contact is licensed according to the Edition used and the Modules required per user. Please request the latest Price List from the following web page: http: //www. exchangewise. com/Products/MXContact/Request_for_Pricing. asp Contact Details

Base System Functionality • MX-Contact Elements Toolbars/Shortcuts Data Folders Forms Views • Company/Contact Profiling Companies Contacts • Calendaring and Scheduling • Activity/Task Management • Tracking of Customer Interactions Journals (Phone Calls/Visits) Documents E-mail Contact Details

Toolbars/Shortcuts The only visible difference in Outlook with MX-Contact loaded is the addition of another Toolbar, an MX-Contact Menu and a new Group in the Outlook Bar (for Outlook 2000/2002): MX-Contact Toolbar New MXContact Group Contact Details

MX-Contact Data MX-Contact stores its data in either a shared PST file, Exchange Server Public Folders, or SQL Server so that your customer database is centrally available and accessible to everyone on the network. Public Folders Contact Details

MX-Contact Folders Many additional folders have been created to store standard CRM-type data. Master (Top-Level) folders such as Companies, Contacts, Opportunities Sub-folders, e. g. CompaniesProducts Centralised folders for documents, e-mail, journals, calendar and tasks. Associations Folders for linking items in one folder to those in another. System Folders for setup/administration. Contact Details

MX-Contact Forms Custom Forms have been created for each MX-Contact folder. The Company form is shown below. Each form can have several custom pages / tabs to define additional information and show records that relate to that item. Custom Pages to store any amount of detail about the item displayed MX-Contact Command Bar to add/open/delete related items Tabs showing related records Contact Details

MX-Contact Folder Views You can create any number of Custom Views based on standard or custom fields to group, sort and filter sub-sets of your data in any folder. Sort by Industry Group by Country Filter on Company Type Contact Details

Companies Folder The Companies folder is where you keep details of any organisation that you deal with or have some kind of interaction with. These can be customers, prospects, vendors, suppliers, partners, resellers, etc. Contact Details Download the MX-Contact Information Sheet – Company/Contact Profiling

Company Views Any number of custom views can be created to group, sort and filter companies. This allows you to work with only the sub-set of the overall database that pertains to you, e. g. only customers, or Financial Services companies, etc. Contact Details Download the MX-Contact Information Sheet – Company/Contact Profiling

Company Demographics A Company Form is available to record the standard demographic information of any company, such as name and address, phone, details, etc. Contact Details Download the MX-Contact Information Sheet – Company/Contact Profiling

Company Profile Clicking on the Profile tab on the Company Form shows a page where any number of fields can be created to categorise your customer/prospect database to any degree possible. Standard Profile Fields Any number of additional fields can be created here. Existing fields can be relabelled, removed, etc. Contact Details

Associated Companies are organisations related to one company in some way. This shows the relationships between Holding Companies & Subsidiaries, Customers and their Resellers, Vendors, Bankers, Auditors, etc. Tab showing other companies associated to this company Contact Details Download the MX-Contact Information Sheet – Company/Contact Profiling

Associated Contacts are the contact people related to one company in some way. These can be employees of the company, decision makers, advisors, auditors, etc. Tab showing contacts associated to this company Contact Details Download the MX-Contact Information Sheet – Company/Contact Profiling

Contact Demographics Detailed profiles can be maintained of all contacts. Both General and Profile information can be stored. Contact Details Download the MX-Contact Information Sheet – Company/Contact Profiling

Contact Profile The Profile Tab keeps details of sporting interests, family situation, likes and dislikes, etc. Views can be created to select say all golfers, etc. for a direct e-mailing, etc. Contact Details Download the MX-Contact Information Sheet – Company/Contact Profiling

Calendaring/Scheduling Users can continue to schedule appointments from their personal calendar folder in the same way they always did. They have only a few extra links to create, namely to the Companies, Contacts and Users attending the meeting. Contact Details Download the MX-Contact Information Sheet – Calendar Management

Task/To-Do Management Tasks are used to record things that have to be done for a company or contact, for example a proposal that has to be submitted. They can be assigned to someone else in the organisation to be done by a certain date. Contact Details Download the MX-Contact Information Sheet – Task Management

Journals (Call Reporting/Activity Tracking) Journals are used to build up a history of all calls made to a customer/client. These are usually phone calls or visits but can be used to record details about any kind of interaction. Contact Details Download the MX-Contact Information Sheet – Journals

Documents can be linked to a company and/or contact (plus opportunities, etc. ). They can easily be generated using standard templates that are also stored in MX-Contact. Contact Details Download the MX-Contact Information Sheet – Document Handling

E-mail All e-mail sent and received can be automatically linked to a company and/or contact and copied to the Public Folder. Thus all (relevant, and non-confidential) incoming/outgoing email is visible to the organisation as a whole. Contact Details Download the MX-Contact Information Sheet – E-Mail Handling

Opportunities (Sales Module) All potential sales to companies and/or contacts are called Opportunities. These can be renamed depending on the nature of the products/services that you sell, e. g. Deals, Trades, etc. : . Contact Details

Opportunity Details (Sales Module) You can collect and report on a variety of information relating to an opportunity, such as value, probability of closing a sale, estimated close dates, status/stage, and more: Multiple Companies, Contacts, Users, Products, etc. can be linked to one opportunity Contact Details

General Issues Customisability Off-line (Remote) Use with a Personal Digital Assistant Reporting Integration with Legacy Systems Security Who can use MX-Contact? Benefits Contact Details

Customisability - Folders MX-Contact folders can customised to almost any extent possible: Folders can be renamed to match the terminology that your users are familiar with, e. g. Companies can become Accounts, Opportunities changed to Deals, etc Any number of new folders can be added, e. g. Time Sheets, Licenses, Assets, etc. Any number of sub-folders can be added to top-level folders for one-to-many type links, e. g. Contact Skills. Association folders can be created to cater for many-to-many relationships between items in 2 different folders, e. g. Contacts to Assets. A Property Page manages the MX-Contact properties of each folder. Contact Details Download the MX-Contact Information Sheet – Customisation

Customisability - Forms Using the Outlook Forms Designer, all MX-Contact forms can be customised to almost any degree possible. You can add any number of additional controls such as labels, text boxes, combo boxes, etc. Special custom controls such as grids listing records from back-end databases can also be used. Custom fields can be added “on the fly”. VBScript can be added to code Business Rules, perform custom actions, manipulate data, etc. Contact Details

Customisability – Folder Views Customisability - Folder Views You can create any number of Custom Views based on standard or custom fields to group, sort and filter sub-sets of your data in any folder. Views are created using the standard Outlook View-> Current View-> Define Views Sort by Industry Group by Country Filter on Company Type Contact Details

Off-line (Remote) Use The MX-Contact folders can be added to your Favorites folder for use off-line on your notebook. Cached Mode with Outlook 2003 MX-Contact can be used in Cached Mode in conjunction with a Managed or Hosted Exchange Service. Download the White Paper on Managed Exchange Services: Offline Use Full MX-Contact functionality is available while “off-line” or disconnected from the Exchange Server. All changes made by you and all other users are synchronized both ways when you reconnect to your Exchange Server. Contact Details Download the MX-Contact Information Sheet – Remote Use

Use with a Personal Digital Assistant (PDA) MX-Contact data can be synchronized to any PDA that integrates with Outlook: Calendar, Tasks and E-Mail All Calendar and Task entries are automatically created in a User’s Private Mailbox folders and are therefore visible to the PDA Contacts The subset of Contacts that are “owned” by a User can be set to automatically synchronies to the user’s Private Mailbox “Contacts” folder, from where these contacts will synchronies to the PDA, along with any other ‘personal’ contacts Contact Details Download the MX-Contact Information Sheet – PDA Synchronization

Reporting 3 different reporting mechanisms are available: Outlook Folder Reports You can create any number of custom folder views showing exactly the records and fields you want. You can then print any view in Table or Memo style Crystal Reports (See some Sample Reports) A number of pre-customised reports listing records across multiple folders are available. Crystal Report Writer can be used to format any kind of report according to the users’ needs. All Crystal Reports can be run off the Exchange database or the SQL Server database created by MX-Sync (included with the Enterprise Edition or available as an optional extra for the Workgroup and Corporate Editions). SQL Server Reporting Services A set of reports created for SQL Server Reporting Services is also available for the Enterprise Edition. Contact Details Download the MX-Contact Information Sheet – Reporting

Integration to Legacy Systems Various mechanisms exist to link the MX-Contact Database with an existing ERP or other database: Database Structure MX-Contact is structured like a relational database with ID Fields in Master tables and these same ID’s in related records. Both the Outlook “links” and the MX-Contact “relational” links are maintained concurrently within the Exchange data store. Integration with SQL Server MX-Contact’s “relational” database makes it possible for a) Crystal Reports (or any other application) to view the Exchange data as a set of related “tables” and b) MX-Sync (included with the Enterprise Edition or available as an optional extra for the Workgroup and Corporate Editions) to synchronies the Exchange data directly to a SQL Server database. Contact Details

Security in MX-Contact is fully governed by Exchange Folder Permissions: • Users (or groups of users) can be given rights (permissions) to See a folder (Folder Visible) Add new items Edit own or all items Delete own or all items • Distribution Lists can be created for different groups or teams of users that need to be given different rights to different folders Contact Details

System Requirements MX-Contact is a COM Add-In that runs inside Microsoft Outlook and uses either . a shared PST file, Exchange Server Public Folders or SQL Server for data storage: • Client Outlook 2000 Service Pack 3, or Outlook 2002 (Outlook XP) Service Pack 3 Outlook 2003 Service Pack 1 • Server (for Work. Group and Corporate Editions) Microsoft Exchange Server 5. 5, SP 3 or higher Microsoft Exchange Server 2000, SP 1 or higher Microsoft Exchange Server 2003, SP 1 or higher • Server (for Enterprise Editions) Microsoft SQL Server 2000, SP 1 or higher Contact Details

Who can use MX-Contact? MX-Contact can be used by anyone that is using Outlook already and has any kind of interaction with either internal or external “clients” (or suppliers) of any kind. These can be: Field Sales Representatives Internal Salespeople Telemarketers Marketing Personnel Event/Function Co-ordinators Campaign Managers Help Desk/Customer Support Representatives Accounts Receivable/Payable Clerks Shipping Clerks Contact Details

Benefits MX-Contact provides the following benefits to corporate users: Standardises the customer-facing team on a common tool Provides contact management functionality in an environment that all users are already familiar with, namely Microsoft Outlook, ensuring rapid deployment and acceptance of the new system Keeps all employees on one universal Calendaring system (namely Outlook) as opposed to certain users having to adopt a different scheduling tool that would ordinarily form part of a non-Outlook based CRM system Delivers personal, team and corporate information directly to a user’s desktop Increases productivity per sales representative Contact Details

Further Benefits MX-Contact provides the following additional benefits to corporate users: Provides single view of all related customer information to everyone in the organisation. This both encourages team-based selling, and increases customer satisfaction by allowing information flow between all departments Provides ability to implement sales methodologies/processes by business unit or product type. Tracks forecasted business and the costs of securing that business Integrates with external applications, such as order entry, manufacturing, etc Allows management to make “fact-based decisions” based on statistical data automatically captured by the system, and reported on Contact Details

MX-Contact Demonstration The following process is designed to give an overview of the functionality of MXContact as it would apply to the user of the system: • • This demonstration will illustrate how you use MXContact to manage a centrally accessible customer database while at the same time allowing you to continue using Outlook as far as generating mail, tasks, and appointments in exactly the same way that you are currently familiar with. • Contact Details This sequence will demonstrate some of the aspects of a day in the life of an Account Manager (Janet Leverling) using MX-Contact to facilitate managing her customers. MX-Contact seamlessly interacts with the database on the set of Public Folders (or Personal Folders in the case of the single-user Personal and Professional Editions) while you work in Outlook as you would normally do.

Task/To-Do Management It’s Monday morning and I arrive in the office ready for the week ahead. Naturally the first thing I do is open Outlook to check for mail. A task reminder pops up prompting me to set up my monthly status meeting with Great Lakes: Contact Details

Task/To-Do Management I click on Open Item to open the task (this is a recurring task that I've set to repeat once a month because this is one of my A Category customers): Contact Details

Company Demographics Using the Links Toolbar on the task I open Great Lakes Company Form to see all the related details about the company, so as to check what activity there’s been on the account: Contact Details

Associated Contacts Clicking on the Contacts Tab I review the linked contacts to remember who’s who, and see if anybody has added any additional contacts. I select Jack Daniels and click on Open Contact to view his record. Tab showing contacts associated to this company Contact Details

Contact Demographics I review Jack Daniels’ Contact Record to check all his details: Contact Details

Contact Profile Clicking on the Profile Tab I’m reminded he has a birthday coming up, and that he is a keen golfer. I must mention the upcoming golf day. I close Jack’s record. Contact Details

Associated Opportunities Clicking on the (Company) Opportunities tab I notice 2 opportunities for Great Lakes. I open the ‘Promotion for selected accounts’ by selecting it and clicking Open Opportunity. Contact Details

Opportunity Details I notice that Great Lakes is participating in the Röd Kaviar promotion with 8 other accounts. I make a note to discuss the progress with Clayton Palmer. I close the Opportunity window. Multiple Companies, Contacts, Users, Products, etc. can be linked to one opportunity Contact Details

Appointments I check the (Company) Appointments tab to see if anyone else in the company has scheduled to be at Great Lakes over the next 2 weeks. I notice Clayton Palmer has a stock take there on Thursday. Contact Details

Documents Clicking on Documents I see our librarian has added the Chairman’s report so I open the Document and read this quickly. This will surely come up at the meeting. I close the Word document and then close the Document item. Contact Details

Calendaring/Scheduling I call Jack and setup the meeting. He can see me on Thursday at 10: 00. I schedule this appointment from my diary, selecting Great Lakes from Recent Items. Contact Details

E-mail The day before the meeting I send him a quick e-mail confirming that it’s still on for tomorrow. I can generate this using Send Mail to Recent Item. Contact Details

Activity Completion After the meeting I return to my desk, bring up my Outlook Calendar, and mark the appointment as Completed. Contact Details

Call Reporting This automatically triggers a Journal for me to record what transpired at the meeting. This builds up the history of all interactions that have occurred with the customer. Contact Details

Documents I quickly draft a letter confirming the pricing we agreed at the meeting. I can do this by opening the contact from Recent Items and clicking New Document, Create New Document, selecting a Template, and then clicking OK: Contact Details

Documents The Word template is opened and automatically populated with the necessary name/address fields. The document is then saved as an attachment (or shortcut) to the MX-Contact Document (item): Contact Details

Summary From this demonstration sequence hopefully you will have seen how: • easy it is to move around MX-Contact within Outlook • you can continue to manage e-mail, tasks and your calendar in the same way that you're used to, so minimal training is required to get up and running • MX-Contact adds powerful CRM functionality to Outlook while at the same time using standard Outlook items (Tasks, Appointments, Contacts, Journals, etc. ) to achieve this • everyone in the organisation can have a central view of all customer-related information, so that all departments can co-ordinate their activities to serve the customer better Contact Details

Installation – Evaluation Edition Section 6 Register in our web site Community Area (Note if you have previously requested anything from Exchange. Wise via e-mail, you will be automatically registered with your e-mail address and password ‘exwise’). Download/install the Evaluation Edition (from the Exchange. Wise web site). Evaluation Guide (PDF Format) Evaluation Guide (CHM Format) See the User Guides page for other useful manuals, tutorials and instruction sheets. Contact Details

Installation – Personal/Professional Editions Download/install the latest MX-Contact Full Installation Package (from the Exchange. Wise web site). Installation Guide – Personal/Professional Edition (PDF Format) See the User Guides page for other useful manuals, tutorials and instruction sheets. Contact Details

Installation – Workgroup/Corporate Editions Download/install the latest MX-Contact Full Installation Package (from the Exchange. Wise web site). Installation Guide – Workgroup/Corporate (PDF Format) Installation Guide – Workgroup/Corporate in a Managed Exchange Environment (PDF Format) See the User Guides page for other useful manuals, tutorials and instruction sheets. Contact Details

User Guides/Tutorials Download the latest MX-Contact User Guide MX-Contact Tutorial – Base System (PDF Format) MX-Contact Tutorial – Base System (CHM Format) MX-Contact Tutorial – Support Module (PDF Format) MX-Contact Tutorial – Support Module (CHM Format) Contact Details

Information Sheets In case you missed the Information Sheets referenced in the Presentation, these are listed below again for convenience: White Paper - Using Outlook for CRM/Contact Management White Paper - Managed Exchange Services MX-Contact Information Sheet – Configuration MX-Contact Information Sheet – Sales Module MX-Contact Information Sheet – Marketing Module MX-Contact Information Sheet – Support Module MX-Contact Information Sheet – Training Module Other Information Sheets are available on our Knowledge Base web site. Contact Details

Information Sheets In case you missed the Information Sheets referenced in the Presentation, these are listed below again for convenience: MX-Contact Information Sheet - Company/Contact Profiling MX-Contact Information Sheet - Calendar Management MX-Contact Information Sheet - Task Management MX-Contact Information Sheet - Journals MX-Contact Information Sheet - E-Mail Handling MX-Contact Information Sheet - Document Handling MX-Contact Information Sheet - Parameters MX-Contact Information Sheet - Territories Other Information Sheets are available on our Knowledge Base web site. Contact Details

Instruction Sheets A series of additional Instruction Sheets are available on our Knowledge Base that deal with special topics relating to MX-Contact: Importing Data Using MX-Contact with Outlook 2003 in Cached Mode Creating Reports Creating Word Templates Using MX-Verify Picklists Contact Details

Contact Details Web: http: //www. exchangewise. com E-mail: theteam@exchangewise. com Head Office - Australia Unit 20, 6 -8 Old Castle Hill Road Castle Hill NSW, 2154 Australia Phone: +61 (2) 8850 -0288 Fax: +61 (2) 9383 -8074 We have offices in Australia, South Africa and Germany, as well as certified Business Partners worldwide. Contact Details Visit: