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Microsoft has recently introduced a mid-market CRM software that closely integrates with Microsoft Outlook and Exchange. Second Foundation uses Microsoft Business Solutions CRM helps mid-market businesses build profitable customer relationships. The two core modules, Sales and Customer Service, enable employees to share information to improve sales success and deliver consistent, efficient customer service. Sales and customer service features include leads and opportunity management, a complete view of customer history, automated incident management, and a searchable knowledgebase. Microsoft CRM Customer Service Microsoft CRM offers superior customer service by increasing your company’s capacity to handle requests without adding employees. Microsoft CRM Customer Service helps your service representatives track customer requests, manage support issues from initial contact through successful resolution, and provide customers with the consistent, efficient service that ensures satisfaction. Key features of the Customer Service module include: • Case management • Service requests • Queuing • Routing and workflow • Searchable knowledge base • Contract management • E-mail management (with auto-response) • Product catalog • Reports • Integration with Microsoft Business Solutions Financials Microsoft CRM Sales Module Accessible from Microsoft Outlook and the Web, the Microsoft CRM Sales module helps your sales people manage leads and opportunities, measure and forecast sales activity, efficiently track customer communications, and automate stages in the sales process—helping ensure a shorter cycle, higher close rates, and improved customer retention. Key features of the sales module include: • Microsoft Outlook Integration • Complete Customer View • Opportunity Management • Sales Process Management • Product Catalog • Order Management: Quotas, Orders and Invoices • Territory Management • Reports • Sales Literature • Competitor Tracking • Workflow • Correspondence and Mail Merge • Integration with Microsoft Business Solutions For more information, contact Second Foundation at (519)885-2040 or visit their website at www.second-foundation.com. More Information Even kids can use CRM! Overview Fact Sheet Bottom Line on CRM Success Customer Service Fact Sheet Customization Fact Sheet Integration Fact Sheet Sales Fact Sheet CRM Brochure CRM White Paper CRM in a Down Economy

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