Full session information and video available at Successforce.com.

1. Where’s the Cash in your Lead to Cash Process? Kathleen Lord, VP Sales, Intacct Doug Harr, CIO, Ingres Best Financial Software Solution

6. General Ledger Accounts Payable Accounts Receivable Cash Management Expense Management Revenue Recognition Order Management Inventory Management Procurement Management Project Management Time & Billing Client Expenses Executive Dashboards Reporting and Analytics Budgeting Events Management Integration Intacct Financial Management Solution

9. IT Delivery Strategy On Demand (SaaS) or Open Source (Ingres+) Intacct Financials/Distribution Financials Order Entry/Distribution Professional Services Co-Location Corporate Web Site & Community Customer Service Ticketing E-Mail ADP HRIS, Payroll Solutions Workforce management Benefits Payroll Salesforce CRM Applications Lead Management Sales Forecasting Sales Operations On Premise, On Ingres Intranet / Knowledge / Document / Content Management Workflow / Forms Management Integration / Reporting Hub Networking, Telephony

13. Salesforce CRM & Intacct ERP Opportunity Management Steps to Enter the Deal #1 Enter an Account; Push to Intacct #2 Enter an Opportunity Summary #3 Enter the Sales Order #4 Print the Order Form

14. Create Customer Account Salesforce is the “Customer Master”

15. Create Opportunity Summary Information only

16. Create Sales Order Product Detail with contract terms

18. Viewing Intacct AR Customer Ledger

19. Integrated Dashboard

21. Intacct MAX TM Live Demonstration

23. Q & A Kathleen Lord, VP Sales, Intacct klord@intacct.com or 408-878-0960 www.intacct.com Doug Harr, CIO, Ingres dharr@ingres.com www.ingres.com Come Visit us at Booth #703 Best Financial Software Solution