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Fishbowl Inventory

Full-scale Inventory Control for QuickBooks Users

December 28, 2006

Kent Blackhurst, Director of New Business Development, 801-437-9713

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Fishbowl & QuickBooks together offer a true End-to-End Solution

Chuck Hale, Co-Owner ofBC Technical, West Jordan, Utah

“We started using Fishbowl inventory with QuickBooks nearly 4 years ago as a somewhat small company doing $2M a year.  We have now grown to a $16M company and within the next 3 years will hit over $60M.  Fishbowl integrated with QuickBooks worked great in the beginning and will work great when we are a $60M company.  At any one time we will have 5 or 6 users on QuickBooks with as many as 50 users on Fishbowl Inventory with great performance.  We love our combination of QuickBooks and Fishbowl.  I do not see us ever changing as both QuickBooks and Fishbowl Inventory seem to grow with us.”

–Chuck Hale, President

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Key Requirements for the Right Solution

•Scalable

You can have between 1-75 users, Typical Business Size -1-100 employees

Typical Revenue - $1million-$50 million+

You can stock over 200,000 products No limits to Customers or Vendors

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Helps Customers with Large Inventories in Multiple Locations

Organizational Characteristics: Multiple warehouses/storage locations Sales, Purchasing, Manufacturing,

Picking/Packing/Shipping/Receiving

“We added Fishbowl Inventory and this was the solution to our problems. It is very user friendly and accurate. It doesn't allow a transaction to be fulfilled without proper inventory. We have five offices and each is responsible for counting their inventory. Fishbowl Inventory allows us to see how accurate each location is in counting and helps us to better monitor inventory. We've save so much time by using Fishbowl Inventory. We love the software and would highly recommend it to anybody with large inventories to be accountable for.” - MGC

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Replaces Legacy Systems

Obsolete custom software (Excel, Access) Outdated DOS packages (usually no support)

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Who Uses Fishbowl Inventory?

Wholesalers & Distributors

Retailers

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Who Uses Fishbowl Inventory?

Manufacturers

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Fishbowl & QuickBooks Together Offer a True End-to-End Solution

• Key Features & Functionality

•Multi-Location Inventory Tracking

•Serial #/Lot #/Expiration Date/Revision Level Tracking

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Fishbowl & QuickBooks Together Offer a True End-to-End Solution

Auto Determined Min and Max levels for each part

Automated Purchase orders based on current needs.

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Fishbowl & QuickBooks Together Offer a True End-to-End Solution

Robust Bill of Materials, staging capabilities, WIP tracking, and Work Order planning Capabilities

Fishbowl Mobile-Warehouse (A Wireless Bar-coding Solution that holds its own with any on the Market)

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Solution Overview

• QuickBooks Enterprise Integration Overview

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Solution Overview

• Fishbowl then takes over these functions from QuickBooks:• Sales, Purchasing, MFG, Inv., Shipping• Writes invoices, bills, COGS adjustments to

QuickBooks

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Solution Demonstration 15 min.

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An Affordable End-to-End Solution

• The QuickBooks/Fishbowl solution is offered as a superb alternative to packages such as: • Mas90, Accpac, Dynamics & Other Mid-Tier

SolutionsCompare Costs Fishbowl & QuickBooks

ImplementationImplementation of Other Mid Tier

Solutions with their own Accounting Module

Software Costs Typically between $5k- $20k Typically between $30k - $100k +

Upgrades Included Additional Costs

Training Included Additional Costs

Technical Support Included Additional Costs

Implementation Typically between$5k-10k

Typically between$40k-$100k

Consulting Fees Nominal due to the fewer hours required

Expensive due to the many hours required

Cost for Employee Learning

Nominal as it is easy to learn Expensive as these solutions are generally based on legacy systems.

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Fishbowl Pricing

• End-User Pricing: Includes training and M&S

# of UsersSupport

IncidentsWeb-based

TrainingCurrent

PriceAdditional

Years of M&S

1 3 2 hours $1,495 $495

2 3 2 hours $2,495 $695

3 3 2 hours $3,395 $895

5 5 2 hours $4,495 $1,195

10 9 4 hours $7,995 $1,995

15 12 6 hours $10,995 $2,795

20 12 8 hours $14,395 $3,795

60 20 15 hours $37,495 $8,795

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How Can this Grow Your Business?

Market Opportunities Implementation, Data Migration, Training

We have professional advisors who are bringing in an additional $5,000 to $125,000 in consulting services from a single installation of Fishbowl Inventory.

Hart Singh signed up in November 2005and by January 2006 closed a deal where he made a solid 5 figures in consulting services alone.

Griffiths & Company started with a company on a Fishbowl Implementation project and within six months billed them over $125,000 in consulting services

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Where do I find these companies in my area?

Think of your current client list

Think of other companies in your area that fit this criteria

If you can’t think of nearby opportunities go to the WEB

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Helpful URLs

The following URLs can help you to get information on these target companies in

your area:

http://www.business.com/directory/advertising_and_marketing/sales/selling_techniques/lead_generation/

http://www.onesource.com

http://www.idexec.com

http://www.harrisinfo.com

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What are some of the Questions I can start out with to Peak their Interest?

ASK INVENTORY RELATED QUESITONS On a scale of 1 -10 how would you rate the efficiency of your

warehouse?

ASK PURCHASING RELATED QUESITONS Do you know what your Order up to level (OUL) is on each

product?

ASK SALES RELATED QUESITONS How do you keep track of your open sales orders and

estimates?

ASK PROFITABILITY RELATED QUESITONS How do you track excess capital tied up in products that don’t

move? Do you know which items are most profitable for you?

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Resources Available

–Professional Advisors’ Program

–Similar to QuickBooks Pro Advisor program–Unlimited Technical Support–Copy of Fishbowl included–On-line Training–2 Day Training Course–3 levels of certification–Certification Exams

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Competitive Advantages & Brand Attributes

Designed specifically for the QuickBooks Market

Outstanding Technical support

Ranking on QuickBooks Website.

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Key Contacts

• Primary Contact Name(s) and Contact Info:

•Main Number: 1-800-774-7085 •Sales team X2•Technical support X3

•Channel & New Business Director•Kent Blackhurst x4113

•Sales & Marketing Director•Grant Kimball x4120

•Technical Support Manager•Dusty Miller x4109

• Primary Web Site Reference•WWW.Fishbowinventory.com