Product Information
and Software Rental Fees

MX-Contact is a CRM (Customer Relationship Management) solution that runs inside Microsoft Outlook and works in conjunction with EPI's hosted Microsoft Exchange solution to help you manage your customers and contacts.

With MX-Contact you benefit from the features of a powerful CRM, Contact Management and Sales Force Automation solution. MX-Contact is integrated as part of Outlook transforming Outlook into a powerful CRM solution.

You no longer have to jump around your desktop going from application to application in order to manage e-mail, customers, contacts, sales opportunities or support issues.

MX-Contact helps you create, manage and share information about the businesses and people you work with, partner with, sell to and support. Using the Shared Folders feature of Microsoft Exchange Server, MX-Contact creates a secure, easily managed database for recording and managing all of your important CRM and customer/supplier/partner contact information.

Company and Contact Profiling

Company and Contact Profiling permits you to maintain detailed views of all of the businesses and people you communicate with including existing or prospective customers, suppliers, partners, etc.

Using MX-Contact you can easily manage and track appointments, tasks, sales opportunities, purchases, customer history and other information and keep this information organized to match the needs of your business.

E-mail sent and received can automatically be linked to companies and contacts and copied to your hosted Exchange Server public folder. Word, Excel, PDF and other documents can be linked to the companies, contacts or opportunities you are managing, allowing others in your organization to track (based on appropriate individual security rights) correspondence and other information relating to your customers, prospects or suppliers.

Scheduling and Activity Management

Scheduling and Activity Management allows you to track all interactions with your clients, prospects and suppliers. Details of visits, meetings, phone calls, documents and e-mails can be kept, all using the standard Microsoft Outlook and Microsoft Office components you're already familiar with.

MX-Contact allows you to link Outlook appointments to companies and contacts, and linked appointments are seamlessly copied to your EPI hosted MX-Contact public folder so that anyone in your organization can see who has scheduled activities with various clients.

Likewise, tasks can be added to reflect actions that need to be take for particular organizations or contacts.

Opportunity Management
(requires Sales Module, available separately)

All potential sales to companies and contacts are called Opportunities. MX-Contact Opportunity Management features allow you to collect and report on a variety of information, such as the probability of closing a sale, estimated closing dates and more.

MX-Contact provides features to help you maintain information about the products and services you sell, and helps you create quotes and orders.

Supported Editions and Options

EPI Internet Direct supports two versions of MX-Contact: Workgroup Edition and Corporate Edition. Both versions use Microsoft Exchange Server Public Folders for data storage. The difference is as follows:

• Workgroup Edition
  supports a standard set of MX-Contact folders ("Companies", "Contacts", "Associations", "Calendar", "Tasks", "Journals", "Documents", "Email", "Reports", "System", "Report Definitions", "Templates"), and may not be customized or extended.
   
• Corporate Edition
  allows for the addition of an unlimited number of user-defined folders and provides support for the following optional modules:
   
  • Sales Module
    adds the following additional features: Opportunity Management, Sales Methodologies/Account Management Plans, Orders and Order Details.
     
  • Marketing Module
    adds the following additional features: Event/Function Management, Campaigns, Surveys.
     
  • Support Module
    adds the following additional features: Incident/Service Request Management, Asset Management, Service Contract Management, Issue/Defect Management.

Pricing

One client license is required for each individual using MX-Contact. You may either purchase MX-Contact from EPI or you may rent the software on a month-to-month basis (a minimum one year server term contract is required for software rentals).

Other Notes:

• A one-time setup fee of $250.00 applies. This provides your organization with up to two hours of EPI e-mail and telephone based technical support services to assist you with the installation and deployment of MX-Contact.
   
• EPI requires that customers subscribing to EPI's hosted Microsoft Exchange Server mailbox services purchase a minimum 500MB Shared Folder disk space allowance to store MX-Contact folders and related database values. This additional subscription is not required for clients subscribed to an EPI hosted Small Business Server deployment.

Frequently Asked Questions

Who manufactures MX-Contact?

MX-Contact is manufactured by ExchangeWise (http://www.exchangewise.com). EPI is an authorized sales partner for the MX-Contact product line and provides first level support for clients purchasing or renting licenses for this product through EPI Internet Direct.

What versions of MS Outlook are supported by this solution?

EPI's hosted MX-Contact solution supports Microsoft Outlook 2002 and Outlook 2003. EPI's hosted Exchange Server and hosted Small Business Server solutions include a free license to use Microsoft Outlook 2003 for the period that you are hosting your service through EPI.

Do the prices shown include hosting fees for Microsoft Exchange Server E-Mail Accounts?

No. The fees shown are for the licensing of MX-Contact software only. If you will be hosting your MS Exchange Server solution with EPI Internet Direct then you will be invoiced separately for your hosted Exchange Server solution.

Am I required to license copies of MX-Contact for each Microsoft Exchange Server user?

No. You are required to license MX-Contact only for those individuals who will be using the MX-Contact software.

I have my own Exchange Server. Can I still license MX-Contact from EPI?

Yes.

What level of EPI Technical Support is included with this solution?

Your one-time setup fee includes up to two hours of "Getting Started" technical support, which is available to you during the first 30 days of your purchase or rental term. Subsequently, you may obtain support for MX-Contact on a pay per-incident basis or you may contract with EPI for various levels of ongoing technical support.

Are volume discounts available?

Volume discounts are available for clients acquiring 25 or more licenses for MX-Contact. For more information or to obtain a custom quotation please contact your EPI sales representative.