SellingPoint SystemOverview

connect ing your potent ia l

Jeremy TilleyLead Software Architect, Vesigo Studios Inc.

About Vesigo Studios

Established in 1999

Based in Medford, Oregon

Specializing in internet based smart client applications for vertical industries

World-wide customer base

Microsoft Certified Partner

What is SellingPoint?

SellingPoint is a Connected Commerce Platform

Automates the communication between internal systems and people/systems on the outside

Catalog distribution Order entry Quotes and estimates Business forms and surveys Customer relationship management Data mining, analysis, and reporting

Over 3,000 distinct product featuresand a workflow framework for complete customization ofbusiness processes

Solid, mature product with 2 years of researchand development in the current 5th version

$900K research and development investmentacross over 6 years

What is Connected Commerce?

The principle of connecting,electronically in real-time,all the pieces related toconducting successfulcommerce

Overlaps these concepts:

Supply chain management Enterprise resource planning Customer relationship management

A natural progression of technology’s role in business and an increasing necessity

A scalable approach that grows with your business, allowing as little or as much connectivity as desired.

Connected Commerce andYour Organization

Much more than just an online store

Enable real-time, automatedcommunication between yourbusiness and:

Suppliers and vendors Dealers and sales people Distributers Shipping and freight Customers

Successful companies depend on connected commerce to drastically lower operating expenses

Puts you in control of data, dealers, trading partners, and customers

3 Pillars of theSellingPoint System

SellingPoint is a software system that consists of three main applications:

SellingPoint Management Studio◦ Windows application designed for manufacturer use◦ Create catalogs, download and process orders, manage forms, administer CRM,

create and view analysis reports◦ The hub of activities, coordinating publication of catalogs, quote interviews, and

forms

SellingPoint Sales Edition◦ Windows application designed for laptops used by salesmen◦ Create orders, interact with CRM, initiate requests for a quote, sync with catalogs

SellingPoint Exchange◦ Server application responsible for all brokering traffic across the system◦ Includes an online store and provides the web services used by Management Studio

and Sales Edition◦ Usually offered as a hosted service by Vesigo Studios, but can be installed on in-

house servers

Order Entry Made Easy

Complete order entry and account management that works right out of the box

Automatic catalog synchronization takes the confusion out of publishing your products and pricing

Easily maintain multiple catalogs, hundreds of dealers, and thousands of customers

Orders can be placed in 2 ways:

SellingPoint Exchange Online Store SellingPoint Sales Edition

SellingPoint ExchangeOnline Store

Full featured e-commerce web store that is ready to go “out of the box”

Auto account creation and order management for complete customer maintenance

All store features and content are easily customized through SellingPoint Management Studio

Fully parametric SellingPoint catalogs drive the online store, making it possible to preserve manufacturing data and enforce engineering rules and validation

Supports skinning and customization via ASP.Net Master Pages

Fully standards compliant and secured with 128 bit SSL encryption

SellingPoint Sales Edition

Designed for dealers, salesmen, and high volume customers

Works with or without an internet connection

Automatically updates catalog by subscribing to SellingPoint Exchange accounts

Access to CRM, quotes, orders, and business forms

Customized to FitYour Business

Customize the look and feel of your catalog using photographs, renderings, videos, and animation

Fully parametric prices that are formula driven offers unlimited pricing possibilities

Order entry to fit your business process using SellingPoint Workflow™

Security features to restrict access

Pricing adjustments on a per customer basis

Electronic payment processing compatible with merchant accounts, eCheck, and PayPal®

SellingPoint includes powerful CRM technologies that will grow with your business and allow you to start automating customer satisfaction.

SellingPoint CRM is flexible, so it works in the way you work. With complete integration with Microsoft Office applications, employees will be up and running with minimal training.

Start Automating Customer Relationship Management

All CRM functions are available directly in SellingPoint Management Studio

SellingPoint Sales Edition allows access to all features the sales person has permission to

CRM Always at Your Fingertips

Customers Contacts Leads Opportunities Competitors Invoices Leads Marketing Lists Orders Products Campaigns Quotes Sales Literature Accounts

Queues Articles Knowledge Base Announcements Activities Reports Sales Customer Service Marketing Work Assignments Support Cases Contracts Services

Preconfigured andReady to Go

A few of the preconfigured CRM sections include:

Complete control over all CRM configuration

Easily change the layout of all fields

Add new fields anytime, on the fly

Role based security controls the scope of customer data

Data mining and analysis tools provided by SQL Server 2005

Workflow and custom code support for over 40 programming languages

Absolute Customization

Exclusive SmartQuote technology takes the guess work out of creating estimated for clients

SmartQuote collects the information you need via an electronic interview with the client

Collect drawings, specification sheets, andother files that will helpyou prepare accuratequotes

Efficiently Create andManage Quotes

Revolutionary way of streamlining the quoting process

Create interviews in different categories, giving salesmen the right questions for the right job

Question branching enables authoring of interviews that respond intelligently to user input

SmartQuote Interviews

SmartForm is an exclusive technology available to SellingPoint users and eliminates the need for a mountain of paper forms by storing them electronically

Using industry forms standards, turn ordinary paper business forms into electronic forms that can be submitted directly into your backend data system

Empower Forms with SmartForm

Excellent way to consolidate business forms and simplify distribution

Process forms with powerful workflow technology and connect forms directly with line of business applications

Access forms from within SellingPoint, a web browser, or mobile device

Connect Business Forms to Your Databases with SmartForm

SellingPoint Manufacturing Connectors are add-ins that connect your SellingPoint implementation to a manufacturing design package

Directly import product data from and export orders as jobs to manufacturing software such as Microvellum

Connect to Manufacturing

Live, server based reporting in SellingPoint lets you bring in data real-time from virtually anywhere in the SellingPoint System.

Report Builder technology lets you create and manage your own custom reports. No need for additional reporting tools like Crystal Reports.

View the reports in real time from SellingPoint, a web browser, or even live in Microsoft Excel.

Live Reports

Get over 40 reports ready to go out of the box, based on CRM data

Provides a great basis for quickly modifying common reports to look the way you want

Analyzing preconfigured reports offers a hands on approach to more complex report authoring

Preconfigured Reports

Use multiple accounts to manage dealers individually and keep orders separated, catalogs unique, pricing appropriate and allow web store customization.

View dealer activity and project trends in real-time with reporting and analytical tools in SellingPoint CRM.

Manage Dealers and Sales Teams with Ease

Scalable Architecture toMeet Your Needs

Suppliers

SellingPoint Server

ERP

Consumer

Accounting

Other LOB Apps

SellingPoint Inner SystemCommunication Platform

Manufacturing

Dealers andSalesmen

SellingPointSales Edition

SellingPointWeb Store

MarketingEngineering Accounting Shipping

SellingPointManagement Studio

Multi-Channel Commerce

Core SellingPoint Services

CatalogSub-System

OrderSub-System

ProfileSub-System

In-Store POS e-Com Web

Reporting/Analysis

MarketingSub-System

SellingPointManagement Studio

Vendor Management/Merchandizing App

TPI

InternalLOB Apps

Direct Marketing

Inner SystemCommunication Platform

Get experienced technical assistance from the staff at Vesigo Studios

Become part of the SellingPoint community and get tips, help, and solutions via our blogs and forums

Training available in 3 ways:◦ Web meeting based training◦ At your location◦ At our location in

Medford, Oregon

We’re Here to Help

www.sellingpointsystem.com

Toll Free: 866-848-5919

Have your questions answered and see the specific features

1 hour web meeting session, with all interested at your organization encouraged to attend

Pose scenarios and brainstorm possible solutions

Get a custom quote and understand timeframes involved based on your needs

Schedule a Demonstration

www.sellingpointsystem.com

Toll Free: 866-848-5919

SellingPoint SystemThank you for your time

connect ing your potent ia l

www.sellingpointsystem.com