Mitel | Confidential Mitel Your Assistant Sales Training Overview.

Mitel | Confidential

Mitel Your AssistantSales Training

Overview

Your Assistant Sales Training 2

Visions of Convergence

Imagine controlling a telephone or conference call using

simple drag-and-drop commands?

Or knowing who is calling and being able to quickly

review your communication history with that contact

before answering the call?

Or even knowing the real-time availability status of

employees within the enterprise before placing the call?


Your Assistant (YA)

A desktop application that provides an intuitive interface

to manage real-time communications– Control calls using simple mouse clicks or drag and drop

commands

Provides the flexibility to communicate the way you want

and how and when others communicate with you– Review communication history before answering calls

– See the availability status of individuals before making the call


YA — Leading Convergence

“Mitels’ score for softphone … is by

far, the best score among

competitors”

“In general interactive voice quality

on softphones tends to be below the

toll quality rating of 4.0. — Mitels’

4.83 score is truly outstanding”

– Miercom Report Feb 6 ‘04


But Why, Eh? The Market is Expanding...

IP PBX market is expected to grow to $3.9 billion in

revenue by 2005

VoIP will account for approximately 75% of world voice

services by 2007

Pricing, ease of use, administration and applications will

drive the adoption of LAN telephony

Applications will drive VoIP growth!Applications will drive VoIP growth!


In short? Applications!In short? Applications!

Users Are More Demanding

What do users want? More access to their contacts

More information at their fingertips

The benefits of integrating data and telephone

To be able to send and receive data via faxes and e-mail from

and to anywhere on the planet, and Internet access to go

If a phone can store 100 phone numbers, why not 1,000, with

addresses, to-do lists and schedules?

And if a handheld device can store 1,000 numbers and

addresses, why can't it also make a phone call?


Introducing…

3300 ICP(Min Release 3.3)

Your Assistant

+

Our Solution?

= True value of VoIP= True value of VoIP


Why Buy Your Assistant?

It's about YOU…the user

Multiple call handling

Increased likelihood of

successfully communicating

Simplified interface to complex

call control features

Enhanced collaboration experience

Database searches for immediate access to information

relevant to incoming caller


Why Sell Your Assistant?

It's about YOU…the reseller

Compelling buyer benefits

Stay competitive in the end-user space

Electronic distribution provides easy and inexpensive

installation

Modular upgrades that expand functionality of current

release - that drives platform sales

Future - customize to reflect a company's brand, push

messages to end-users through browser, or

communicate in multiple languages


The Dawn of a New Evolution



Server Versus Client


Your Assistant Past and Present

Previously Your Assistant was a client-based application– Full application resided on the individual users PC / laptop

Two versions of Your Assistant existed– Your Assistant (desk phone) and Your Assistant PRO (softphone)

Your Assistant is now a server-based solution– Provides Enterprise features and functionality

– Presence and Availability Management (PAM)

– Secure File Sharing and Instant Messaging (IM) Chat

Your Assistant is now a modular-based solution– Simply add-on new modules to the solution as desired

– Your Assistant Softphone — no longer called PRO


Your Assistant Server

The YA Server extends new presence and availability

functionality to enterprise users

– Server-based users only — no client-based support*


3300 ICP

*See Notes for Details



Head OfficeHead Office Branch OfficeBranch Office

The Your Assistant server has no limit on the number of 3300 ICPs connections

Each server can support up to 1000 Your Assistant users


Minimum Requirement Specifications

Teleworker, 5700, and Ops Teleworker, 5700, and Ops Man servers are unable to Man servers are unable to

accommodate Your accommodate Your Assistant Assistant

YA stand alone server YA stand alone server requiredrequired


LAN 3300 ICP 3300 NSU

SX-2000 Peripheral Node

4025 Phone

PC with YA

DNIC Phone Support

Your Assistant can now be used with Mitel Superset

phones (DNIC) on the SX-2000 peripheral cabinet

connected to a 3300 ICP Controller

Phones are supported are 4015, 4025, 4150

Coming soon - Support on the SX-200 ICP!!Coming soon - Support on the SX-200 ICP!!



Features


Your Assistant Features

Your Assistant

Drag & drop call management

Call forwarding profiles

Right-click call number options

CLID screen pop

Call timer and annotation

Detailed call history logs

Presence and Availability

Secure IM Chat & File Sharing

Personal Information Manager &

Corporate Directory Integration Connectivity & Personalization

Your Assistant Softphone

All the basic YA features, plus

– IP-based software telephone

– Call recording as .wav file

=New!


Navigating the Interface

People Section

Quick Connector Box

History Section

Settings Section

Communications Section

Menu Bar

Slide Out Dial Pad


Status Tray Icons


CLID Screen Pop

Answering a call opens a communications window. This window

provides you with visual status and controls for handling the call.

When a call comes in, a pop-up window lets you

know who is calling.


CLID Screen Pop and PIM Integration


Personal Information Manager (PIM)

YA can retrieve caller information directly from the PIM

so that callers are identified before being answered and

also so that the call can be correctly logged

Personal Information Manager integrates with

– Outlook 97 or greater

– Lotus Notes R5 and R6

– ACT! 2000

– LDAP (Microsoft Active Directory)

– Corporate Directory List


PIM Integration Indexing


Quick Connect

The quick connect field operates much like the address field in

Internet Explorer. You can simply type in the destination you want, or you can drop down the list of up to

20 recently dialed numbers.


Favorites (Speed Dials)


People List

The People List is a two-part offering:1. Personal Contacts2. Corporate Directory


Presence and Availability

The People window provides

State of users phone– Available (on hook) /

busy (off hook)

Status advisory messages– In a meeting / At my desk /

Out of Office

PC presence for secure Instant Message (IM)– Online / Away / Busy / Offline / File Sharing

– Also have integration with MSN availability (non-secure)


Secure Instant Messaging

Your Assistant provides

convenient chat

communication with other

Your Assistant users, if

you and those other users

have Chat enabled


Visual Conference Call Management


Visual Conference Call Management


Call Forward Profiles


Call Forward Profiles


Do Not Disturb


Call Timer and Annotation Calls can be timed or annotated for future reference.

All information is stored in a detailed call log.


Call Recording Calls can also be recorded – the caller hears a tone to signal that you

are recording. This feature is available with the Softphone module only.


Call Logs


Call History


Configurable Interface


Customize Your Assistant

Users can tear-off shutters (click and drag) to position

them independently on the screen

Parent window automatically resizes itself to fit the

remaining items


Your Assistant Modules

Video Conferencing

Audio ConferencingData Collaboration Your Assistant

3.x

Softphone



Your Assistant - Base software Presence and Availability Secure Instant Messaging Knowledge Management

Softphone Module

Full featured

IP-based softphone

Audio Conferencing

Module (Future)

Conferencing controls accessible

from YA desktop

Modular format to meet the specific needs of the customerModular format to meet the specific needs of the customer

Data Collaboration

Module(Coming Soon)

Desktop sharing

Video Conferencing

Module(Future)

Video conferencing controls accessible

from YA


Softphone Module

Enterprises can benefit from call recording capabilities and a software-based IP telephone -

enabling cost savings and increasing worker mobility while enhancing productivity

of staff who travel or roam. Softphone uses a USB and sound card headsets.


Active Device Call Forwarding


Legal Disclaimer

Click here for

Teleworker Integration

Your Assistant – You can now control your Teleworker phone when working

remotely using a VPN

Your Assistant Softphone Module only– Using the embedded IP-based softphone, when remotely

connected to the 3300 ICP via a VPN, mobile

users can make and receive calls as though

they were inside the corporate network

– Note: When used in a remote location, YA is not

suitable for providing reliable access to call for emergency

services (i.e. 911, 999 or 112)



Selling Tools


Target Market Exercise

Question: What type of businesses would benefit from

the Your Assistant?

Answer: Any business that...– Has highly mobile Sales / Marketing Senior-level Managers &

Executives

– Provides a service ('one-on-one') e.g. lawyers, securities brokers

– Has team-based knowledge workers


Lead Generating Questions

Do your employees use MSN Messenger?

What Personal Information Management (PIM) software

are you using?

Do you have a telephone-based customer service

component to your business?

Do you have mobile employees (sales, marketing,

executives, analysts, etc)?

Do your employees frequently participate in meetings,

conference calls, and web conferencing?


Tools to Help YOU

Available on Mitel Online (MOL)

Flash Demo

Sales Primer

Data Sheet


Product Certification Procedures

Mitel Your Assistant Certification self-paced program– Pre-requisite 3300 ICP Training

– Certification based on results of a written test

Course available for download June 1, 2004 at:

http://www.ebiz.mitel.com/Extranet/jsp/welcome.jsp

Students receive certification # upon completion – Provide certification number to Mitel CSR



Product Ordering Procedures

Your Assistant licenses will be sold in bundles – 10, 25, 50 and 100 packs only — no single licenses

Details of all the price changes can be found on MOL –

Your Assistant portal– "Guide To Your Assistant 3.0 Pricing" details price

breakdown of server software and licenses for Your Assistant

and Your Assistant Softphone module

– Also contains details of special offer for existing Your Assistant

2.x customers


Product Ordering Procedures

CSR checks certification then authorizes licenses on

AMC– Customer Service (fax:613-591-2308)

CSR provides you with Service Account Number (SAN)– Place SAN into your YA server

YA Server talks to AMC and gets licensing details– AMC sends licensing details to your YA server

Download software from Your Assistant MOL portal:

http://www.ebiz.mitel.com/YA/login.jsp

http://www.ebiz.mitel.com/YA/login.jsp


90-Day Trial Program

Server software & 10 Your Assistant softphone clients

licenses

Available at Your Assistant product portal:


Fill out required fields

Download software — 90-day period starts from

download day– No support offered on 90-day demo




Competition


Avaya IP Softphone R3

Competitors' Softphones

3COM NBX pcXset Client Software

Cisco IP Softphone 1.3


Siemens optiClient 130 easyCom

Nortel i2050 Software Phone

Competitors' Communication Management Applications

Alcatel 4980 PC Telephony Application



Futures


Future of Your Assistant 2.x

Availability– Effective June 15, 2004 Your Assistant 2.1 will not be available

for sale in NA & LAM

– Only Your Assistant 3.0

Support– Support for installed base of Your Assistant 2.1 and Your

Assistant Pro will continue for one calendar year – Support until June 1, 2005


it’s about YOU!

Truly a communications management tool for the end user– Drag & drop call management

– CLID screen pop & PIM integration

– Presence and availability management

– Visual conference call management

– Secure Instant Messaging and File Sharing

All future applications will be easily accessed through one intuitive interface



Video Conferencing

Audio ConferencingData Collaboration Your Assistant

3.x

Softphone

Available today!Available today!

Coming Soon!Coming Soon!

Future!Future!

Future!Future!


Perfect for:* Enterprise video requirements* Multi-location collaboration requirements* External party requirements via secure web address* Distance learning & training* Home office users

Perfect for:* Enterprise video requirements* Multi-location collaboration requirements* External party requirements via secure web address* Distance learning & training* Home office users

Coming Soon - Data Collaboration Module

Features:– 5-party video (usb cameras)

– Desktop sharing

– Application sharing

– White boarding

– Remote desktop control

– Chat


Future Integration!


Thank You!

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