Business Partner Program Overview –

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. . . . . . . . . . . . . . . . . . . . . . . .The Mid-Market Never Had It So Easy

Oncontact Software

Business Partner Program - 2006

Oncontact Software W67 N222 Evergreen BoulevardSuite 212Cedarburg, WI 53012Tel 262.375.6555Fax 262.375.4422http://www.oncontact.com

. . . . . . . . . . . . . . . . . . . . . 2The Mid-Market Never Had It So Easy

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Business Partner Program Overview –

Oncontact Offers:

Highest Margins in the CRM MarketLowest Start-Up Costs in the CRM Market Free Internal Use of the Oncontact CRM System

Oncontact’s CRM Solutions are 100% Built Utilizing Microsoft .NET Technologies

The Oncontact Business Partner Program has been developed for highly evolved consulting and technology organizations that possess advanced network and internet technology expertise and wish to market, resell, and implement Oncontact Software’s award-winning mid-market suite of customer relationship management (CRM) applications.

Oncontact SoftwareW67 N222 Evergreen BoulevardSuite 212Cedarburg, WI 53012Tel 262.375.6555Fax 262.375.4422http://www.oncontact.com


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When you partner with Oncontact, you are running and managing your own CRM franchise backed by the best CRM mid-market vendor in the

market. At Oncontact, we believe that we must give our partners the tools to be extremely successful with their CRM practice and we back this up with our entire company for you. Feel free to compare our Business Partner program with any other Business Partner program in the market. You will find that Oncontact offers the HIGHEST SOFTWARE MARGINS in the marketplace and the LOWEST START-UP COSTS to become a trained, certified partner.

Our Business Partner program is centered on making our Business Partners the highest possible profits so you can keep more of your earned revenue to reinvest and grow your CRM practice. We purposely offer the highest margins and the lowest start-up costs so you can

effectively grow your business and invest in sales, marketing, and other efforts that are important to your CRM practice.

You will not find another Business Partner in the marketplace that is as easy to work with as Oncontact.

As an Oncontact Software Business Partner, Oncontact Software will train designated consulting and technical staff members in the specialized areas of system configuration, installation, implementation, tools customization, database migration and training services. Further, we will train designated personnel on the areas of marketing and selling the Oncontact Software CRM application suite to prospective customers. Once properly certified by Oncontact Software an organization may market, resell and implement this award-winning suite of mid-market customer relationship management applications.

A technology organization may want to consider the Business Partner Program if an organization has the drive to specialize in the customer relationship management (CRM) marketplace. Further, the Business



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Partner Program should be considered if an organization also has solid expertise in network and internet technology.

Business Partner Program Guidelines 1. Training Certification – Access to Unlimited Individuals for Training

An organization needs to become Business Partner Certified by completing the Business Partner Certification Program. The certification program consists of a total of four days of technical training plus unlimited additional sales & marketing training sessions in which you can have as many individuals trained as desired. There is a four-day technology training session held at the Oncontact Software Technology Center or through online training. Further, we offer you sales & marketing training sessions on an ongoing basis held directly at your location where Oncontact pays for its own travel expenses to go to your location. There is no cost to you for ongoing sales & marketing training sessions. After you are Business Partner Certified your team also has the option of getting advanced training in other areas of



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the CRM application suite including data-synchronization, complex data importing, .NET integration, financial management software integration, etc.

Advanced courses vary by area of expertise desired.

2. Internal Use of Software & Partner Technical Support

Included with the certification a Business Partner will be given a five-user license of Oncontact for your own internal, demonstration and development use. Once certified, a Business Partner will have open access to the Oncontact support staff and Oncontact business development staff via email, web, phone, and corporate site visits for your prospects and customers. Technical support for a Business Partner is available once a Business Partner has satisfactorily completed the appropriate technical training for the areas that support is requested.

For companies that wish to use Oncontact internally, the following regulations apply for internal use. In your first 12 months as a Business Partner you are given a complimentary five-user license of Oncontact for your own internal use. As long as you purchase 10 users for resale in a 12 month period you are entitled to use the complimentary five-user license of Oncontact free of charge. However, if your

company hasn’t purchased a minimum of 10 users for resale in a 12 month period, your company will be charged an annual fee of $2,700 to cover technical support

and software upgrades for your complimentary five-user license. As long as you simply purchase a minimum of 10 users for resale per year you can use the software free of charge with no additional support costs due.

2. Certification Fees

The cost to become Business Partner Certified is $2,750 US which is used specifically to cover training costs. This fee is specifically and only charged to cover the training. We firmly believe that Oncontact offers the best value in the CRM marketplace for its Business Partner program and its fees are lower than any other partner program on the market. We intentionally keep our costs extremely low and our software margins extremely high so you can focus your company’s resources on



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your efforts in marketing, selling, and implementing Oncontact’s CRM systems and effectively running your CRM practice.

3. Lead Development

Oncontact Software will pass on selected leads to Business Partner Program members in their geographic and/or vertical area once expertise in marketing the Oncontact CRM system has been demonstrated to Oncontact Software. Lead priority will be determined based upon your partner level status, geographic market, and vertical expertise.

4. Marketing Plan Development for Your CRM Practice

After signing up as a Business Partner, Oncontact Software will work closely with you one on one to develop a focused marketing plan to initiate your CRM business practice to ensure its quick and vast success for your organization. Further, Business Partners have access to Oncontact Software to refine their marketing plans on an ongoing basis.

5. Complete Access to the Business Development Staff

Business Partner Program members have complete access to the Oncontact Software Business Development staff to help with product demonstrations, sales

planning and aid with their expertise in selling Oncontact for complex sales opportunities. We ensure your success by working closely with you to help you effectively market, sell, and close your opportunities.

7. Lead Registration for your Protection

Business Partners are asked to register all leads with Oncontact Software for an organization’s protection. Leads can be registered via phone, email, or through the partner portal.

8. Marketing Development Funds (MDF) Program



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All Business Partners in good standing are eligible to participate in the MDF

program. Oncontact will match dollar for dollar in the marketing and lead generation initiatives by the Business Partner that are approved according to the guidelines of the MDF program. Business Partners increase their earnings in the MDF program based upon their performance with Oncontact Software.

Pricing Margins1. Certified Partner Status - Business Partners will receive a 35% margin

discount off of the Oncontact Software list price on the first $40,000 US in licenses that the partner purchases from Oncontact Software in the previous



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twelve months for Oncontact .NET, CMS, and eCMS products. For a rolling twelve month period, if a Business Partner has purchased $0 US to $40,000

US, the margin will remain at 35% until the next margin level status is reached.

2. Preferred Partner Status - Business Partners will receive a 40% margin discount off of the Oncontact Software list price for Oncontact .NET, CMS, and eCMS products on all licenses purchased from Oncontact Software from $40,001 US to $75,000 US in the past twelve months. For a rolling twelve month period, if a Business Partner has purchased $40,000 US to $75,000 US, the margin will remain at 40% until the next margin level status is reached. For the rolling twelve month period, if minimum twelve month purchases of $40,000 are not met, then the partner will be moved to Certified Partner Status and drop to the 35% margin.

3. Elite Partner Status - Business Partners will receive a 50% margin discount off of the Oncontact Software list price for Oncontact .NET, CMS, and eCMS products on all licenses purchased from Oncontact Software once a Business Partner has purchased a minimum of $100,000 in the previous twelve months. This margin discount will then remain in effect as long as the Business Partner has maintained minimum purchases of $100,000 or more in the previous twelve months as a Business Partner. For a rolling twelve month period, if a Business Partner has purchased $100,000 US or more, the margin will always remain at 50% unless the Business Partner’s rolling twelve month purchases goes below $100,000 US – then the margin level will drop to Preferred Partner Status or Certified Partner Status and the corresponding margins for these statuses.

4. All Business Partners will receive a 30% margin discount off of the Oncontact Software list price for CMS Partnernet and CMS Clientnet extended server

modules purchased from Oncontact Software. These modules are only available with the CMS suite of applications.



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5. The current annual maintenance and support rate total is 18% of the

Oncontact Software list price paid on an annual basis. With the Business Partner Program the following margins apply for annual support and maintenance:

a. Year One of the Annual Maintenance & Support Contract. Oncontact Software will be paid 70% of the Oncontact Software list price for upgrades and second line product support from the Business Partner in year one. This amount will be billed directly to the business partner and it is the business partner’s responsibility to collect this from the customer and pay the 70% margin to Oncontact Software. Business Partners will provide first level support to their end user customers.

b. Year Two and all subsequent years of the Annual Maintenance & Support Contract. Oncontact Software will be paid 80% of the Oncontact Software list price for upgrades and second line product support. Oncontact will bill the customer directly for the full annual maintenance & support amount and will pay the business partner a 20% margin upon receipt of payment from the customer.

6. Annual Partner Renewal Fees to Remain an Active Oncontact Business Partner:

a. Elite Partners - $0b. Preferred Partners - $1,000c. Certified Partners - $2,000



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Business Partner Program Benefits

In order to be successful you need much more than just a good CRM application suite and support. Oncontact Software Corporation offers the most complete set of product and service offerings for capitalizing on the growing customer relationship management marketplace. We are extremely happy to assist in virtually every facet of this business including: product and sales training; industry conferences and shows; demand creation; qualifying and closing new sales; onsite implementation and customization; Oncontact Software site visits; long-term support; and the complete commitment from the Oncontact Software Corporation staff to your success. Our philosophy with our partners is to help you become as completely successful as possible – because if you’re successful, we’re successful.

Below is a comprehensive list of benefits each Business Partner has at their fingertips.

Demonstration Materials and CRM Software: Complete version of the Oncontact CRM system for demonstration and development use. All software upgrades. Complete CD set of user, administration, and training manuals.

Support



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telephone support internet email support

web support online customer self-service support Complete access to product updates, upgrades, and service packs via the internet

Option to work with Oncontact Software Professional Services on implementation of needed services on accounts

Communications Email based Oncontact Software News and Oncontact Software Alerts for the Business Partner community Postal based Oncontact Software News on product news and updates for the Oncontact Software user and partner community Secure access to the online partner portal for Business Partners

Sales and Marketing Support Oncontact Software will work with you to initiate and execute a strategic business plan for your CRM practice and help you refine your business plan on an ongoing basis. Unlimited access to business development staff to aid in product demonstrations, complex sales cycles, conference calls with prospects, and Oncontact Software site visits. Marketing literature Access to all training Marketing Development Fund (MDF) participation and matching Discounts on all user and partner conferences Joint seminar planning Access to network with Oncontact Software Technology and Platform Partners

Oncontact Software Corporation markets its products and builds name and brand recognition through a vast variety of marketing vehicles. Oncontact Software Corporation attends many industry and partner trade shows and



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conferences. Further, Oncontact Software participates in web advertising, print advertising, telemarketing campaigns, public relations and press efforts,

and direct mail campaigns to name a few.

* Terms of the Oncontact Software Business Partner Program as outlined in this document are subject to change without notice.

Ready to take the next step?

We would appreciate the opportunity the show you how Oncontact is the exact CRM partner you are looking for and how a partnership with Oncontact Software will be extremely profitable for you and your company. We are happy to arrange onsite visits, online demonstrations, and to answer all of your questions and concerns about becoming an Oncontact Business Partner.

Once you are 100% comfortable and ready to move ahead in becoming an Oncontact Business Partner, we will forward you our official partner agreement. Once this document is signed by both Oncontact and your organization, the partnership is official. We are very excited to have the opportunity to partner with your company!

If you should have any questions please feel free to call our Business Development Division at 262-375-5143 or email us at [email protected]. For up to the minute information on the web please visit www.oncontact.com.


http://www.oncontact.com/

mailto:[email protected]

Documents

Business Partner Program Overview –