Sales Management Solutions

Recommendations for Frank Garcia

Rationale and Research.

After careful and exhaustive research into possible solutions to Mr.

Garcia's request for a software platform to manage, administer and
grow his current business; three platforms were selected.

Each platform offers great levels of functionality and flexibility and

estimate pricing is provided. Demos have been arranged or are in the
process of being setup in order to provide a complete picture allowing
for the Thanksgiving holiday as some of the personnel was not
available. 

This presentation provides an overview of features and benefits for

each vendor to facilitate selection, testing and final decision. 
Vendor 1-Features and Benefits Comprehensive customer search features.
Robust customer profile management.
Multiple customer classifications, (e.g. wholesale, retail,
Compensation Plans Supported preferred).
Binary Add, Edit and Cancel customers.
Uni-Level Customer notes and trouble tickets.
Coded Bonuses Order history details.
Generational Search, Add, Edit, Refund, and Void customers and orders.
2 up Customer Autoship/AMO management.
Proprietary Designs Accounts module option to handle 3rd party transactions.
Matrix Administrative and management features.
Break Away Order Management
Hybrids Plan
Direct Sales Intuitive order entry with inventory rules control.
Sales Force Management Supports tangible and virtual,services and subscription-based
Comprehensive representative search features. products.
Robust representative profile management. Comprehensive order search features.
Add, Edit, and Cancel representative functions. Order profile displays detailed order information.
Detailed financial reports, including compensation breakdown. Order status control: Add, Save, Post, Un-post, Edit, Refund
Historical financial reports and year-to-date earnings and Void orders.
summaries. Process payments - real-time, online - through merchant
Representative notes and trouble tickets. account.
Real-time and historical genealogy reports providing upline Detailed invoices with company logo.
and downline information. Autoship/AMO management.
Order history details. Flexible shipping charge options with manual override.
Search, Add, Edit, Refund, and Void representative’s Automatic U.S. sales tax calculations with database lookup.
customers and orders. Sales Tax Rates
Search, Add, Edit, Refund, and Void representative’s personal
orders. Standard access to current sales tax rates for all 50 states.
Representative Autoship/AMO management. Data subscription option with all major tax data providers.
Accounts module option to handle 3rd party transactions. 3rd Party Accounts Management Module Option
Replicated site management.
Sponsor and Enroller placement changing functions. Create accounts to process 3rd party transactions.
Positive and negative adjustments to earnings checks. Supports relationships with multiple 3rd party vendors.
Administrative and management features. Comprehensive account search features.
Customer ManagementSophisticated e-commerce Complete representative and customer account information
functionality: management.
Sophisticated commission import and exception functions.
Flexible compensation processing.
 Vendor 1- Features and Benefits
Inventory Management
Flexible inventory setup and product profiles.
Detailed display of product list and inventory quantities.
Add, Edit, and Delete product items.
Define categories and subcategories.
Establish pricing and compensation by rank.
Multi-warehouse capabilities.
Create multiple product/quantity kits.
Detailed inventory reports.
Supports products with multiple specifications such as size
and color.
Upload product pictures and descriptions for shopping cart
display.
Shopping cart and order rules.
Vendor management module option.
Item specific tac and shipping exemption status.
Shipping Management
Provides detailed view of pending shipments.
Backorder management including partial backorders.
Comprehensive search features.
Supports multiple shipping methods and pricing.
Print invoice/packing slips.
Batch Shiping.
Export data to various shipping vendors.
Import shipping vendor tracking numbers.
Detailed shipping reports.
Advanced shipping management module option.
Compensation Plan Processing Management
Flexible processing with reversal and reprocessing control.
Bonus and commission processing.
Supports daily, weekly, and monthly processing.
Real-time and cycle-based promotions.
Multiple payment method support: pay cards, direct deposit.
PDF check writing on blank check stock.
Online and PDF representative reports.
Comprehensive company financial reports.
Export file for importing check data into QuickBooks.
International Module Option
Multi-currency set up & processing
Multi-language management
Global Downline support
Global or Regional Compensation plan
Inventory control by country.
International sales tax management
Country specific shipping methods.
Country specific payout methods.
Administrative control by country
Reporting Management
Vendor 1- Features and Benefits
Extensive set of standard reports included.
Detailed representative and customer reports.
Comprehensive order, inventory, shipping, Autoship reports.
Detailed processing, operations, expiring credit cards reports.
Compensation reports including company audit details and
promotion.
Detailed financial reports.
Comprehensive shipping, inventory, and processing reports.
Form Letters and Mailing Labels.
Create dynamic reports with multiple filters and criteria.
Data exports for mail merges, analysis, data storage, etc.
Company Admin Management
Set up and maintain company profile.
Control security administration and user activity audit
reporting.
Manage company news and announcements.
Manage Sales Force Back Office.
Send transaction-based and community e-mails.
Add, Edit, and Delete company news and announcements.
Add, Edit, and Delete forms and flyers.
Add, Edit, and Delete FAQs.
Add, Edit, and Delete calendar events.
Replicated Websites
Intuitive online distributor enrollment.
Robust shopping cart functionality.
Customer accounts for repeat shoppers.
Distributor back-office access
Graphic design with user-friendly navigation.
Multi-media support: Flash, video and audio files.
Integration of existing website design.
Content and copywriting services.
Maintenance and updates.
Hosting in an enterprise-class data center.
Sales Force Back Office
Broadcasts news, announcements and other communications.
Provide resources to sales force: forms, flyers, files.
Promote company events and conference calls through
calendar.
Provide comprehensive business information to your
representatives.
Real-time downline, customer, current and historical financial,
and promotion reports.
Representative shopping cart for supplies and products.
Support Management System (SMS)
Comprehensive support for your business.
Centralized support management
Project and task details and statuses
Vendor 2- Features and Benefits

• Distributor Management - Track downline genealogy, sponsor new distributors, track sales, record and resolve
issues, set up auto-shipments, send email, and more
• Order Management - Enter and process orders quickly using multiple payment types such as credit cards, check
drafts, ACH transactions. Sales tax and shipping calculations done automatically
• Commission Builder - Set up your own sales plan using this simple-to-use tool. When it's time to pay your Reps.,
just click the mouse and let the system do all the work!
• Inventory Management - know what you are selling, how much is left, what products are on special; set up groups,
special pricing, discounts, and more
• Warehouse Management - Fulfill posted orders, partial/full shipping; ready to go with UPS export!
• Administration and Security - Configure the system for your specific needs; configure your invoice, credit card
settings, and misc. order-entry and distributor-entry defaults. Set up multiple user accounts with access privileges;
run autoship orders
• Internet Ready - Interfaces, in "real-time", with  online ordering, distributor signup, and distributor eCommerce
products
• Reports - Over 40 reports ready to go, for inventory, orders, transactions, bonuses, and more!
• Open Database Technology - Accessing data and moving it around could never be easier. Built on Microsoft SQL
Server database technology, Office Automation will give you the flexibility and power to grow your enterprise
Vendor 2- Features and Benefits.

• Powerful Record Search - Search for customers, distributors and orders in over ten different ways! Search by last name,first
name, ID number, Order #, credit card number, and more
• Add New Distributors - Quickly enter new distributors and customers using a simple point-and-click interface. Automatically
assign them a unique ID number; assign them a sponsor and placement position. Easily move a distributor and/or their
downline to another spot in the organization
• Distributor Status - Check the distributor's status at a glance; what's their rank, number of people they've sponsored in your
MLM opportunity, renewal date. Who is their sponsor, where are they placed in the downline?
• Downline Genealogy Report -Generate a complete downline report for a distributor; shows all people in their MLM downline,
their Personal Volume and Group Volume, and contact information
• E-mail Manager - Construct a form-letter to send to your distributor; create distribution lists based upon rank, sales volume,
data activated, and more. Send your letter via e-mail or print them out and mail them!
• Orders - View all past orders of a customer or distributor; add payments to orders with a balance due, view/print an invoice or
easily jump to the Order Manager and place a new order.
• Autoship Setup - Set up your distributor or customer on an ongoing product shipment. Perfect for MLM subscription programs
like an ongoing e-mail newsletter
• Online Access - Manage your distributor's access to the retail shopping cart and Distributor eCommerce system with a click
of the mouse; change their password or remove their personal replicated Website from the server
• Issue Tracking - Keep track of customer and distributor correspondence with the company. Is there an unsolved issue? What
issues have already been solved? Who solved them?
Vendor 2- Features and Benefits.

• Add Items - All products are at your fingertips; item lookup by item code or SKU, including product description and stock
availability
• Multiple Pricing - New orders automatically default to distributor's Rank pricing, or simply override to desired pricing type.
Line items can easily be edited after adding to order
• Shipping Rates - Select from multiple shipping methods; supports UPS, FedEx and USPS online shipping rates, or your own
shipping rate table. Ability to manually override shipping as well
• Sale Tax Rates - Automatically calculate sales taxes based upon up-to-date geo codes and state tax tables (Uses CCH
ZipSales - sold separately), or set up your own tax rate table!
• Multiple Payment Methods - Process credit cards in real-time; enter cash sales, checks, or use ACH or check-draft! Store
payment information for future orders if desired
• Notes - Enter special instructions that appear on the invoice, or type private notes for internal use only
• Order Status - Orders can be easily saved in an entered status only, payment posted, or order posted status ready for
shipping
• Bonus Period - You have the flexibility to assign an order to a bonus period other than the current period; set the order date to
any date you wish
 Vendor 2- Features and Benefits.

• Managing your product and service offerings is a snap with Inventory Manager. You can take care of all your products for your
MLM business from one spot. With Office Automation Inventory Manager, you can support:
• Multiple Warehouses - Quickly view and add inventory to multiple warehouses! Copy the same item to all warehouses
• Groups (kits) - Set up Product Groups (kits) that pull from inventory on-the-fly when an order is placed
• Multiple Pricing - Set up multiple prices and discounts on products based upon a date range or by Distributor Rank!
• Tax Code - assign a specific tax code for items that need to be taxed or not taxed
• Shipping Exempt - set an item exempt from any shipping costs
• Item Tracking - Keep track of the number of items on hand and set up reorder levels; the system sends a warning if you are
at your reorder level.
• Item Lists - determine which products show up in your Shopping Cart, Order Manager, or Autoship Item Lists
• Retired Inventory - Keep track of active and retired inventory
• Shopping Cart Items - Assign products to a category, sub-category to be easily managed for your Office Automation Retail
Shopping Cart. Manage descriptions and images for items that are in your shopping cart; add or take away items in your
shopping cart with a click of the mouse
 Ranks - A Rank is a status level for a distributor, sales rep., or customer
• Rank Qualifications - A rank is qualified (during bonus period) by achieving a Personal Volume (PV) and/or Group Volume
(GV) and/or Frontline Active requirement
• Breakaway Rank - Option to designate one rank as a Breakaway Rank
• Retail Profit - you can assign any rank the ability to receive a retail profit on personally sponsored distributor/customer orders!
Retail profit can pass to sponsor or first qualified upline distributor
• Commission Levels - Set up commission override percentages for each Rank by level
• Generation Levels - Set up generational override percentages for each Breakaway Generation
• Fast Start - Allow the sponsor to get paid a one-time bonus on all first-time, personally sponsored customer/dist. orders.
Bonus can be set up by Rank
• Custom Commission Plan - If your commission plan goes beyond the basic, Commission Builder,  provider can program a
custom plan based on your needs.
Vendor 3- Features and Benefits.
Email and productivity
Don’t change the way you work. With the Sales Cloud, you can work
The Sales Cloud puts everything in one place. It’s as easy to use as seamlessly with the tools you already use everyday. 
your favorite consumer Web sites and the information you care about Content library
most gets pushed to you in real time. Suddenly, sales success is not Stop searching aimlessly for that killer presentation… that new
only possible, it’s easy. product datasheet… that updated price sheet. It’s right at your
See everything the Sales Cloud offers below. fingertips.  
Chatter Analytics and forecasting
Collaborate instantly. Get real-time updates pushed to you on the Get the insight you need to keep your sales on track and moving
people, data, and documents that can help you close your deals. efficiently.
Accounts and contacts Partners
Everything you need to know about your customers and prospects - Stop waiting for partner updates. Now you can have complete
all in one place. visibility into both direct and indirect sales channels with one view.
Marketing and leads Mobile
Close that gap between marketing and sales with better quality leads Having the latest information can improve customer relations and
—and more of them.  accelerate your deals. Stay on top of your business from any location
Opportunities and quotes on any device. 
When you have critical deals in the works, don’t let anything slip AppExchange
through the cracks.  Discover hundreds of apps and services that will expand your sales
Jigsaw data services success. Want more solutions? Look no further. 
Your CRM data just got a whole lot better with real-time contact info
and automated data hygiene.
Approvals and workflow
Nothing should impede the momentum of your sales efforts. Drag
and drop to create automated processes with these tools.
Vendor 3- Features and Benefits.
 Capture leads from your Web site
 Track sales opportunities
 Pre-built dashboards and reports
 Track Google AdWords performance
 12x5 phone support*
 Store unlimited contacts

Track customer interactions
 Stay on top of your day with tasks and reminders
 Works with any email application
 Integrated with Google Apps
 Share documents using the content library
 Now with mobile access
   
 Reports and analytics
 Customizable dashboards
 Mass email and templates
 Sales forecasting
 Marketing campaigns
 Control who sees what data
 Share information with partners in real time
 Includes customer service features such as cases, solutions, &
answers
 Workflow and approvals
 Sales territory management
Sales Genius. See what works for reps
 Integrate with any app via the API
 Test customizations in a development sandbox
 Offline access
 Sales Teams for collaboration on opportunities
 Call scripting to guide best practices**
Vendor's Pricing Estimate.
Vendor 1 Vendor 2 Vendor 3

$15,000 innitial estimate $35,000 innitial estimate $125/ user licensing,

licensing, setup, licensing, setup, setup, installation,
installation, hosting etc.. installation, hosting etc... hosting, etc...

Our fee Our fee Our fee

$10,000 $10,000 $10,000
finder's/consulting fee finder's/consulting fee finder's/consulting fee
plus 1% commission on plus 1% ommission on plus 1% ommission on
revenue generated from revenue generated from revenue generated from
platform during period of platform during period of platform during period of
operation. operation. operation.

Upon contacting each vendor the following information was

provided for estimate purposes. Final pricing, licensing and costs
are subject to change depending on customer's requirements.