TechExcel TechExcelCRMCRMSetting the new standard for high-end CRM:

Powerful, configurable, affordable and easy to use.

In today's fast-paced, competitive business environment it's more important than

ever to create and maintain long-lasting business relationships. TechExcel has

designed a unique, feature-rich CRM solution to aid you in that task. By combining

the full power and flexibility of a high-end solution with quick deployment and an

affordable price, TechExcel CRM truly is unique in today's CRM market.

Your company needs to have a CRM solution that is capable of optimizing your

business processes regardless of the size of your budget. TechExcel has designed a

solution with all of the following features that can be deployed under budget in

days or weeks, not months or years, whether you deploy the entire suite or any

combination of components that you desire:

Seamless integration across your organizationSeamless integration across your organizationTechExcel CRM is designed to improve the effectiveness of teamwork across

development, marketing, sales, and customer support by connecting your multi-

department teams seamlessly. Choose the modules you need without worrying about

integration costs.

Manage your customer's complete lifecycle Manage your customer's complete lifecycleFrom the initial marketing lead to purchase order, through customer technical support

and your customer's involvement in your product development as a beta customer,

TechExcel CRM manages the entire customer lifecycle.

Complete process customizationComplete process customizationNo matter how complicated or simple your CRM business practices are, if you can design

your processes on paper, then you can implement them with TechExcel CRM.

Quick deployment Quick deploymentUsing TechExcel's Solution Templates, TechExcel CRM can be pre-configured to match your

business type to speed evaluation and deployment.

Intuitive administrationIntuitive administrationPoint-and-click administration empowers you and your team to customize and optimize

your business processes without requiring special IT or programming knowledge.

Fully customizable user interfaceFully customizable user interfaceFully customizable interface allows you to design your fields and forms to suit your

specific business needs.

Built-in reports and analysisBuilt-in reports and analysisOver 150 predefined, presentation-quality reports and graphs with the power to easily

create additional custom reports.

TechExcel TechExcelCRMCRM

Manage the entire customer lifecyclewith TechExcel CRM

Connecting your teams with TechExcel CRM

’s success

’s why

CRM solution that allows

you to carefully manage

each step in the

customer lifecycle across

your marketing, sales,

customer support, and

d e v e l o p m e n t

organizations with

y

omer lifecycle views and

s allowing you to easily

analyze each step the

Marketing Campaign ManagementMarketing Campaign ManagementThese days mass email campaigns are not enough to stay

ahead of the competition and that's why TechExcel has

designed a sophisticated tool to generate, track, analyze and

qualify your marketing leads. By transforming your company

Web site into an interactive marketing tool with detailed use

tracking, automated form management, and on the fly content

based on survey responses and customer profiles, your

company Web site can become one of your most important

marketing tools. MarketingWise focuses on your target

customers and manages the complete Marketing Lifecycle from

first impression to qualified prospect, tracking each prospect's

qualification status throughout. MarketingWise even escalates

qualified prospects automatically into SalesWise, initiating your

critical Sales process.

Sales Force AutomationSales Force AutomationTechExcel CRM's sales module provides your sales team with

the tools they need to capitalize on more opportunities. From

initial contact through quote management and order

processing, SalesWise allows you to track all of your critical

customer data and related sales events. By managing every

aspect of your sales process, SalesWise prevents opportunities

from slipping through the cracks and provides you with the

feedback and analysis you need to further refine your sales

process.

Comprehensive Customer Support Comprehensive Customer SupportTrackingTrackingDelivering superior customer service is a key ingredient to

maintaining your customer relationships. ServiceWise helps

you optimize your support process by providing your support

team with all of the tools necessary to meet or exceed your

customers' service expectations. In addition to increasing

customer satisfaction, using ServiceWise to refine your support

process also increases efficiency and productivity while

reducing your overall support costs by reducing the time

required to resolve incidents. Through sophisticated process

automation, knowledge base management and the availability

of customer self-service through the Customer Web Portal your

support team can resolve issues more efficiently improving your

bottom line.

Asset Tracking Asset TrackingIf your marketing, sales, and support teams don't know exactly

what products and services your customers have how can they

have a complete understanding of your customers' needs? The

better your Customer View, the more likely you are to capitalize

on potential opportunities and to maintain or exceed your

customers' service expectations. By including AssetWise in

your CRM Solution, your team has a truly complete customer

view. AssetWise tracks every phase of a product's lifecycle from

acquisition, through customer purchase, field service, support

incidents and customer product returns.

Successful cross team integration breaks

down the traditional barriers between

teams and allows individuals and

teams from different departments

to collaborate more efficiently and

to serve your customers better. The

TechExcel CRM Suite connects your

marketing, sales, support, and

development teams through truly

seamless application integration. It

gives every team a complete view of

your customer information and all customer-

related activities, while still providing each team

with the functionality specific to their roles. All the

products in the TechExcel CRM suite were designed

to work together from the very beginning, so

integration between these products is built-in,

virtually eliminating integration costs.

TechExcel CRM IntegrationTechExcel CRM Integration

Setting the new standard for high-end CRM:Setting the new standard for high-end CRM:Powerful, configurable, affordable and easy to use.Powerful, configurable, affordable and easy to use.

Integrated Knowledge BaseIntegrated Knowledge BaseNo one else knows your business as well as you do. TechExcel

KnowledgeWise capitalizes on your expertise by providing a

forum to share it. Included with TechExcel CRM is a complete

solution for knowledge base management. You can build your

knowledge base easily by adding existing knowledge

documents and Web pages, and by publishing knowledge items

from resolved support incidents. A centralized knowledge base

of important company documents can increase efficiency,

prevent lost or misplaced information, track document histories

and reduce your system and maintenance costs.

Custom Online FormsCustom Online FormsGathering and managing business data plays a critical part in

running your successful company. Redundancy and inefficiency

increase your costs in both storing and maintaining your

business data. TechExcel FormWise is a Web-based forms

solution that manages the flow of information exactly the way

your business requires. It integrates fully customized online

forms directly into all of your TechExcel CRM processes,

streamlining the data gathering, tracking and storing process.

Forms can even be routed automatically to the appropriate

individuals for completion, approval, and processing, improving

your team's efficiency.

Built-in Reporting and AnalysisBuilt-in Reporting and AnalysisTechExcel CRM has a complete set of reports and graphs for in-

depth analysis of business processes. Presentation-quality

reports include pie charts, line graphs, bar charts, and tabular

reports that are specifically tailored to the individual module that

you are working in. The source data for any report can be easily

copied to a spreadsheet for further manipulation. All marketing,

sales and support activities, including Web activity

analysis, sales forecast, and customer surveys are

tracked automatically. With TechExcel CRM built-

in reports and analysis you always have a 360

degree view of your customers.

TechExcel CRM can be fully integrated with other

TechExcel product lines and third party applications.

DevDevTrack Track is the premiere defect- and

project- tracking tool for product development

organizations, helping to ensure quality products are

developed and delivered on time and on budget.

DevTrack comprehensively tracks and manages all

product defects, change requests, and all other

development issues. DevTrack facilitates teamwork

between different users, teams, and even customers.

DownloadDownloadPlusPlus connects to the

TechExcel CRM database and automatically links all

download activity to the appropriate customer. This

gives sales, marketing, and support team members a

complete history of all downloaded files for a

customer, so they can identify sales opportunities,

track customer interest, and manage all aspects of

the customer lifecycle. Access keys can be

associated directly with a customer's status in

TechExcel CRM, so a customer's download privileges

automatically increase as they progress through the

customer lifecycle.

Third Party ApplicationsThird Party ApplicationsLinkPlus enables automatic real-time data

synchronization between TechExcel CRM and other

applications. LinkPlus is a COM module,

implemented as a set of ActiveX components that

allows you to exchange and fully synchronize data

between TechExcel CRM and your existing business

software. LinkPlus may require additional

professional services to implement the often-complex

integration but based on our integration experience

and pre-existing LinkPlus modules we can quickly

deliver a cost-effective solution.

For more information, please visit us at:http://www.techexcel.comhttp://www.techexcel.com

System Requirements

Client

� Windows 95/98 or Windows NT 4.0 or above

� Pentium PC with 32MB memory and 100MB disk space

Server

� Pentium PC with 256MB memory and 500MB disk space

� Windows NT Server 4.0 or above (recommended), or

Windows NT Workstation

� Microsoft Internet Information Server 4.0 or higher

Supported Databases

� Microsoft SQL Server

� Oracle

� MySQL

� Microsoft Access

� Other ODBC compliant databases

TechExcel, Inc

3675 Mt. Diablo Blvd., Suite 200

Lafayette, CA 94549 USA

www.techexcel.com

Sales: 800-439-7782 Tel: 925-871-3900 Fax: 925-871-3991

©1999-2003 TechExcel, Inc. All rights reserved. This document is for information purposes only. TechExcel CRM, DownloadPlus, DevTrack, ServiceWise, MarketingWise, AssetWise, FormWise, SalesWise and KnowledgeWise

are trademarks of TechExcel, Inc. All other trademarks are property of their respective owners.

TechExcel is excited to offer a new tool to speed your deployment and process optimization.

With the addition of Solution Templates, TechExcel solutions can be pre-configured to deliver

powerful business configuration out-of-the-box. Solution Templates are tailored to support a

variety of business types and by selecting the template that most closely matches your own

business, you can quickly begin to evaluate our solutions and recognize their power to

optimize your processes. The combination of the ready-to-use business solutions with the

ability to further customize and refine helps keep your evaluation and deployment cost down

and minimizes time-to-deployment while maximizing immediate gains in your investment and

business efficiency.

TechExcel CRM is a high-end solution with complete functionality and full power. It is 100%

configurable, so that you can configure the solution to completely fit your business.

TechExcel is so confident that you will be satisfied with your purchase that we guarantee your

satisfaction. With the purchase of our recommended training class and our installation and

configuration service, we offer a standard 90-day product return policy with an 80% refund

(for more information please see our return policy). Implementing a CRM solution is more

than just installing and configuring the software; optimal results require a careful review and

analysis of your current business processes. By training you and your team to use TechExcel

CRM, we're confident that you'll get the most significant benefits from our solution.

Solution Templates help speed your successful deployment

TechExcel guarantees the success of your deployment