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Tel affects capabilities w cs 010116
1.
© COPYRIGHT 2008-2012
TELAFFECTS LLC ALL RIGHTS RESERVED © COPYRIGHT 2008-2012 TELAFFECTS LLC ALL RIGHTS RESERVED Leveraging a Proven Process to Generate Predictable Results Presented by James E. Kraynik Senior Vice President 407.936.3130 ext.1150 Office 321.229.2724 Mobile James.kraynik@telaffects.com www.telaffects.com
2.
© COPYRIGHT 2008-2012
TELAFFECTS LLC ALL RIGHTS RESERVED 1 Telaffects is a B2B “Pipeline Development” Specialty Firm TELAFFECTS DOES NOT INFLUENCE – IT AFFECTS B2B SALES With over 20 years of B2B sales and one-to-one dialogue experience, TelAffects has developed a proprietary Affect model, which leverages a specific tool set. This model is applied to lists of prospects and ultimately creates a vital steady flow of healthy business opportunities to our clients. Sales isn’t about influencing behavior, it is about affecting behavior. Everything we have developed – everything we do – is focused on creating Affect. TelAffects has managed 1000’s of lead generation campaigns across a host of industries and verticals. In every case, a positive Affect has been generated. AFFECT Both Influence & Affect mean to have an effect upon a person’s behavior, thinking or feelings. And influence and affect may both be used of things that tend to respond to outside stimuli or actions. But, Influence is usually used in this sense of intangible forces, and affect of physical ones.
3.
© COPYRIGHT 2008-2012
TELAFFECTS LLC ALL RIGHTS RESERVED 2 TelAffects Acts as the Middleware Between Our Clients Marketing and Sales Functions THE FIFTH GENERATION IS THE INTEGRATED DEMAND WATERFALL: TeleQualifing Inbound and Marketing Automation Demand Creation Targeted Account Based Outbound Lead Generation and Appointment Setting Marketing DEMAND CREATION Lead Generation DEMAND CREATION Opt-In Validation Lead Scoring Nurturing TelAffects TELEMARKETING Qualification/Validation BANT Lead Generation Outbound Account Based Campaigns Sales FIELD OR INSIDE SALES Conversion CRM Technology SalesForce Microsoft Dynamics Sales Logix LeadMaster MQL TQL SAL SQL
4.
© COPYRIGHT 2008-2012
TELAFFECTS LLC ALL RIGHTS RESERVED 3 Flexibility to Meet Our Clients’ Needs SOLUTIONS • Field Sales Team Pipeline Development • Inside Sales Team Pipeline Development • Hybrid Lead Generation and Appointment Setting Campaigns • Customized Telesales and Account Management Campaigns PRODUCTS • Data Development • Account Profiling • Event Follow Up and Support • Lead Generation • Appointment Setting • Telesales • Customer Development and Management • Professional Services
5.
© COPYRIGHT 2008-2012
TELAFFECTS LLC ALL RIGHTS RESERVED 4 Our Experience Is Based on Executing Campaigns Across Multiple Verticals and Industries
6.
© COPYRIGHT 2008-2012
TELAFFECTS LLC ALL RIGHTS RESERVED© COPYRIGHT 2008-2012 TELAFFECTS LLC ALL RIGHTS RESERVED The Ability to Match Our Experience with Your Specific Market 5 INDUSTRIES • Financial Services • Insurance • Technology • Healthcare • Energy • Business Services • Professional Services • Communication COMPANY SIZE • Enterprise • Large Market • Middle Market FUNCTIONAL AREA • Operations • Finance • Legal • HR • Technology • Marketing • Sales FUNCTIONAL TITLES • C-Suite • EVP & SVP • VP and Director • Manager • Owner PRACTICE GROUPS • Technology • Technology Solutions • Healthcare • Integrated Demand Waterfall • Financial Services • SMB
7.
© COPYRIGHT 2008-2012
TELAFFECTS LLC ALL RIGHTS RESERVED© COPYRIGHT 2008-2012 TELAFFECTS LLC ALL RIGHTS RESERVED Why TelAffects? Thought Leadership and True Differentiation 6 CUSTOMER ACQUISITION OPERATIONAL EXCELLENCE THE TELAFFECTS “AFFECT METHODOLOGY” PERFORMANCE ENGINEERING FUNCTIONALITY Performance Focused Science Driving Productivity Skill Driving Performance Analytics Knowledge Based Decision Making Intelligent Queuing Consultative Engagement
8.
© COPYRIGHT 2008-2012
TELAFFECTS LLC ALL RIGHTS RESERVED 7 Operational Excellence – The Building Blocks of a First Class Inside Sales Center PEOPLE • Hiring and a Competitive Compensation Structure • Consultative Selling Training • Career Development PROCESS • Goal Setting and Motivation • Broad Skill Development • Individual Skill Development • Coaching Sessions • KPI’S • Balanced Scorecard • Client Onboarding and Implementation TECHNOLOGY • Ease of Use CRM • Integrated Telephony • Call Monitoring and Recording • Multi Platform Reporting
9.
© COPYRIGHT 2008-2012
TELAFFECTS LLC ALL RIGHTS RESERVED© COPYRIGHT 2008-2012 TELAFFECTS LLC ALL RIGHTS RESERVED The TelAffects “Affect Methodology” 8 DEMAND CREATION QUALIFICATION VALIDATION EDUCATION NURTURING MOTIVATION TRANSFER MARKET IDENTIFICATION • Customer Segmentation • Knowledge Based Campaigns • Outbound, Inbound & Digital Engagement RULES BASED ENGAGEMENT • Block of Work Data Management • Pass Management SIX STAGE SALES PROCESS • Account Validation • Contact Validation • Opening • Needs Dialog • Solution Dialog • Close CONSULTATIVE SELLING SKILLSET • Structured Voicemail • Knowledge Based Collateral Distribution • Solutions Based Positioning • Multiple Decision Maker Engagement • Multiple Decision Maker Persona’s • Pipeline Visibility • Dynamic Queuing • Account Profiling
10.
© COPYRIGHT 2008-2012
TELAFFECTS LLC ALL RIGHTS RESERVED© COPYRIGHT 2008-2012 TELAFFECTS LLC ALL RIGHTS RESERVED • A team of professionals with a variety of functional experience and focus including: Sales Engineer, Business Analyst, Marketing Manager and an External Subject Matter Expert • Integrated tools for supporting a combination of Six Sigma, Lean Sigma, Human Sigma and Balanced Scorecard methodologies – as they specifically apply to contact center, sales, marketing and account management operations • Integrated with multiple systems including operational, infrastructure and CRM systems • Option to integrate with client specific additional data sources • Support for operational, campaign, financial and market analysis needs Performance Engineering 9
11.
© COPYRIGHT 2008-2012
TELAFFECTS LLC ALL RIGHTS RESERVED© COPYRIGHT 2008-2012 TELAFFECTS LLC ALL RIGHTS RESERVED TelAffects Provides Market, Campaign and Opportunity Level Reporting for Our Clients 10 MARKET Data Integration from TelAffects back to our Clients’ CRM system CAMPAIGN Weekly report reviewed with our operations and account team OPPORTUNITY Account profile distributed to our Clients’ management team and directly to the designated sales representative • Weekly automated data transfers keep our Clients’ CRM system up to date • End of campaign results provides visibility for ROI calculations, campaign analysis and knowledge to leverage on future programs • Information updates of all Account, Contact, Engagement, and Business Intelligence captured during the campaign • A straightforward analysis of the previous weeks productivity, performance, successes, opportunities and customer insights • The report includes an Executive Summary, Performance Metrics, a Pipeline Snapshot, a Data Development report and various Business Intelligence charts and dashboards • An inclusive document illustrating all of the information gathered from multiple contacts at a specific account • The in-depth report includes all Account demographics, all Contacts that have been identified and verified, the Business Intelligence captured during the engagements, a historical view of all previous calls (outbound/inbound) and email correspondence including collateral, along with a detailed description of the qualified opportunity
12.
© COPYRIGHT 2008-2012
TELAFFECTS LLC ALL RIGHTS RESERVED CASE STUDY 1 Financial Services – Outbound Account Based Appointment Setting Campaign 11 PROFILE ─ Investment company providing outsourced investment management solutions, outsourced Chief Investment Officer capabilities, hedge fund offerings and private placement investment opportunities PROSPECTS ─ Commercial organizations with pension assets ranging from 50 million to 2.0 billion ─ Endowments and Foundations with assets under management ranging from 25 million to 250 million ─ Targeted CFO and Executive Directors RESULTS ─ 123% of productivity goal ─ 86% of decision maker engagement goal ─ 134% of appointment goal ─ 109% of branded messaging goal ─ 176% of collateral distribution goal AFFECT ─ Client converted to a new CRM and utilized the TelAffects developed data as their primary market data for ongoing demand creation marketing campaigns ─ A new sales structure was established coordinating the TelAffects appointment setting campaign with the Regional Vice Presidents actual sales pipeline to ensure that the organization was engaging it’s entire market on a controlled timeline ─ Improved the number of new opportunities flowing into sales pipeline by 60% 12,752 370 4,246 1,141 58 0 2,000 4,000 6,000 8,000 10,000 12,000 14,000 Activities Decision Maker Dialogs Branded Messages Collateral Distribution Appointments KEY PERFORMANCE METRICS 964 728 59 20 0 200 400 600 800 1000 1200 New Contacts Added Contacts Validated Contacts in Active Pipeline Appointments NEW DECISION MAKERS ADDED TO THE DATA
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© COPYRIGHT 2008-2012
TELAFFECTS LLC ALL RIGHTS RESERVED CASE STUDY 2 Technology – Inbound Lead Tele Qualification Campaign 12 PROFILE ─ Technology company providing storage and virtualization solutions PROSPECTS ─ Enterprise, Large Market and Middle Market customers ─ Leads generated from 300 ongoing marketing and product campaigns ─ Campaigns include online, event, seminar, webinar and road shows ─ Targeted CTO and Senior IT Directors RESULTS ─ 100% of productivity SLA’s met ─ 110% of Lead Conversion Rate ─ 2,287 Leads transferred to the internal and field sales team AFFECT ─ Client was able to establish SLA’s integrating the Product Groups, Marketing, TelAffects, their Inside Sales Team, and Field Sales Team ─ Client gained insight into their % of bad data, % of existing clients searching for new solutions and the Lead Conversion Rate by individual product and marketing campaign ─ Doubled sales adoption rates 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 1 100% 100% 0 0% 1 0% 0 1 513 0 0 13 5 28 65 0 0 182 2 112 4 1 0 17 0 12 29 0 48 518 518 188 330 18% 36% 42 13% 165 56% 93 60 26081 93 65 1761 166 195 260 150 17 12384 61 4672 671 27 102 2336 0 273 2364 35 711 26343 26239 12744 13599 7% 40% 4385 32% 2464 18% 455 984 18 0 0 1 0 0 0 0 0 11 0 3 0 0 0 3 0 0 0 0 0 18 18 11 7 0% 0% 1 14% 0 0% 0 0 358 0 0 13 3 17 24 2 1 132 2 96 6 0 0 25 1 4 30 1 7 364 364 136 228 5% 7% 46 20% 65 63% 41 11 3749 2 14 123 30 163 247 14 2 1904 15 454 71 4 0 228 1 58 223 10 216 3779 3777 1953 1826 15% 33% 364 20% 829 49% 410 274 12 0 0 0 0 0 1 0 0 0 0 5 0 0 0 2 0 1 3 0 0 12 12 0 12 8% 50% 3 25% 2 50% 1 1 418 0 3 19 12 1 2 1 0 238 2 38 23 2 0 50 0 0 11 0 37 439 439 255 184 20% 45 31 17% 82 4% 3 37 2145 0 4 76 11 116 200 9 2 957 4 361 38 4 0 96 0 47 133 3 90 2151 2151 976 1175 12% 26% 220 19% 517 61% 316 137 8867 1 38 147 72 164 188 43 4 4687 25 1581 277 12 0 885 1 119 342 21 328 8935 8934 4810 4125 11% 36% 537 13% 1245 28% 352 447 2038 0 15 50 23 26 14 11 3 358 24 840 75 3 3 267 0 58 132 3 171 2076 2076 402 1674 14% 56% 196 12% 412 10% 40 229 58 0 0 1 0 0 0 0 0 43 0 0 1 0 0 5 0 3 1 0 6 60 60 43 17 53% 90% 2 12% 10 0% 0 9 2139 0 12 70 20 60 36 15 3 995 4 400 47 6 30 221 0 38 140 5 60 2152 2122 1063 1089 9% 34% 228 21% 288 33% 96 98 46396 96 151 2274 342 770 1037 245 32 21891 139 8562 1213 59 135 4125 3 613 3408 78 1674 46847 46711 22581 24266 9% 38% 6055 25% 6079 30% 1807 2287 STATUS BY EVENT TYPE Lunch-n-learn Online Online NE Relationship Building Seminar Sponsorship Telemarketing TOTL Tradeshow HT Tradeshow LT Tradeshow LT NE Webcast/Webinar Grand Total LoadedRecords ClientException CollectionInProgress ContactNoLongerThere ContactReached CurrentClient CurrentlyWorkingwithSalesperson DNC Duplicate InProgress Lost MaxAttempt NoInterest PresentationInProgress ReadytoCall ReferredtoAnotherContact SalesPending SpecialInterest/Inquiry Unreachable ContactLost Won/MQLs TotalRecords RecordsAttempted InProgressRecords CompletedRecords ConversionWinsCompletes ConversionWinsDialogs BadDataTotal BadDataCompletes BusinessDialogsTotal KnownBusinessDialogs NumberofKnownBusiness DeliveredtoSDRs Event Type STATUS BY LEAD SOURCE 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 1 100% 100% 0 0% 1 0% 0 1 313 0 0 48 2 4 2 2 0 220 1 0 3 0 0 24 0 1 8 0 3 318 318 222 96 4% 25% 58 60% 16 38% 6 4 6307 2 20 221 56 284 454 26 5 2889 26 1023 122 11 0 396 2 105 391 12 324 6369 6367 2978 3391 13% 30% 645 19% 1416 52% 738 429 1054 0 2 27 5 42 88 0 0 626 0 71 24 1 0 39 0 14 41 2 75 1060 1060 634 426 22% 36% 68 16% 256 51% 130 92 10797 1 52 194 95 189 199 54 7 4956 48 2393 349 14 3 1140 1 180 472 24 504 10905 10905 5151 5754 12% 41% 728 13% 1655 23% 388 684 2139 0 12 70 20 60 36 15 3 995 2 400 47 6 30 211 0 38 140 5 60 2152 2122 1063 1086 9% 34% 228 21% 288 33% 96 98 12393 0 41 1049 73 51 61 67 8 5339 32 2633 284 13 41 1255 0 136 1223 19 227 12552 12511 5507 7045 5% 39% 2347 33% 937 12% 112 363 177 0 1 3 0 1 2 0 0 122 0 0 6 1 27 12 0 0 0 0 5 180 153 151 29 17% 31% 3 10% 16 19% 3 5 525 0 0 23 3 3 2 15 2 221 1 94 33 0 4 43 0 3 62 3 15 527 522 228 299 6% 29% 102 34% 63 8% 5 18 12686 93 23 639 88 136 193 66 7 6493 27 1944 345 13 30 1005 0 133 1070 13 461 12779 12748 6647 6132 10% 41% 1875 31% 1432 23% 329 594 5 0 0 0 0 0 0 0 0 0 0 4 0 0 0 0 0 0 1 0 0 5 5 0 5 0% 0% 1 20% 0 0% 0 0 46396 96 151 2274 342 770 1037 245 32 21891 139 8562 1213 59 135 4125 3 613 3408 78 1674 46847 46711 22581 21266 9% 38% 6055 25% 6079 30% 1807 2287 3rd Party list Intelligence Event-High Touch Event – Seminars Event – Trade Shows Event – Webcast Media – Content Syndication Other – Telemarketing Search – Paid Website – Featured Content Website – netapp.com Grand Total Lead Source 46396 451 46847 46711 24167 6079 1674 613 2287 28% 38% InquiriesDeliveredto TelAffects Total RecordsAddedto Database TotalContacts Totalcontacts attempted CompletedRecords Connects(engaged contact/dialogs) MQL Inquiry MQL+Inquiry deliveredtoSDR Conversion (MQL/Dialogs) Conversion(MQLs+ Inquiries/Dialogs) Week Ending
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TELAFFECTS LLC ALL RIGHTS RESERVED CASE STUDY 3 Healthcare – Outbound Account Based Appointment Setting Campaign 13 PROFILE ─ Healthcare company providing highly trained ICD-10 Coder PROSPECTS ─ Large and Mid-Tier Hospitals ─ Targeted Medical Staffing and Coding Directors RESULTS ─ 271 Qualified Appointments Scheduled Year-to-Date ─ Dialog/Win Conversion Rate 28% AFFECT ─ Client was able to establish SLA’s integrating the Product Groups, Marketing, TelAffects, and Field Sales Team ─ Client expanded campaigns to support 3 additional product lines acquired through company mergers ─ Generated over $3.0 million dollars in new revenue ─ One new hospital client generated which funded the entire campaign for a year ─ An appointment secured led to the largest hospital client in their history Accounts Delivered to TelAffects Exceptions & Holds Records Added to Datbase Callable Universe Number of Accounts not Attempted Total Account Attempted In Progress Records Not Engaged Non Callable Records (Bad Data) Percent of Bad Data (bad data/accounts attempted) 6790 20 25 6815 153 6647 1395 4239 62% DATA VERIFICATION STAGES Accounts in Dialog Stages Dialog Conversion Rate (dialogs/ attempted) No Interest Known Business Pipelined Accounts Special Interest Wins Conversion (Wins/ Dialogs) 985 15% 46 166 482 18 21 28% DIALOG STAGES Completed Records Pass One Pass Two Pass Three Pass Four Pass Five 4756 98% 92% 87% 81% 78% PASS MANAGEMENT
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TELAFFECTS LLC ALL RIGHTS RESERVED CASE STUDY 3 Healthcare – Outbound Account Based Customer Acquisition Campaign 14 PROFILE ─ Healthcare company providing a cloud based solution that enables healthcare organization to transmit medical records in a secure environment PROSPECTS ─ Small and Mid-Tier practice groups that transmit high volume medical records with their regional hospital systems ─ Target the person responsible for the Heath Information Management and Records RESULTS ─ YTD - 718 Wins which generated over 1,200 new practice enrollments (sales) ─ Dialog/Win conversion rate of 58% AFFECT ─ Client was able to convert their sales support personnel to an account management and account usability function ─ Client was able to illustrate the success of the enrollment process to various hospital systems providing additional cross sell opportunities and partnership agreements ─ Expanded the targeted customer base from Long Term Care Facilities to a broad range of clinics and practices significantly expanded their potential customer base Accounts Delivered to TelAffects Exceptions & Holds Records Added to Database Callable Universe Number of Accounts Not Attempted Total Account Attempted In Progress Records Not Engaged Non Callable Records (Bad Data) Percent of Bad Data (bad data/accounts completed) 927 0 69 996 0 996 473 314 32% 66 0 88 154 1 154 15 13 8% 767 4 16 779 498 265 232 22 8% 1964 19 59 2042 0 2042 1191 284 14% 349 0 2 351 0 351 308 13 4% 422 0 17 439 0 439 344 17 4% 16 0 0 16 0 16 13 3 19% 253 0 22 275 0 275 147 34 12% 85 0 2 87 0 87 38 15 17% 91 0 9 100 0 100 45 12 12% 3 0 0 3 0 3 1 0 0% 159 0 3 162 0 162 95 32 20% DATA VERIFICATION STAGES Accounts in Dialog Stages Dialog Conversion Rate (dialogs/attempted) No Interest Known Business Pipelined Accounts Special Interest Wins Conversion (Wins/Dialogs) 209 21% 35 1 41 0 131 63% 126 82% 4 0 14 0 108 86% 11 4% 1 0 7 0 3 27% 567 28% 105 10 142 0 310 55% 30 9% 5 6 9 0 10 33% 78 18% 6 1 20 0 51 65% 0 0% 0 0 0 0 0 0% 94 34% 9 3 26 0 56 60% 34 39% 7 4 8 0 15 44% 43 43% 8 0 10 0 25 58% 2 67% 0 0 1 0 1 50% 35 22% 5 4 18 0 8 23% DIALOG STAGES Completed Records Pass One Pass Two Pass Three Pass Four Pass Five 481 100% 100% 98% 62% 5% 125 99% 96% 89% 86% 41% 26 35% 1% 0% 0% 0% 709 100% 99% 96% 43% 7% 34 100% 5% 0% 0% 0% 75 100% 99% 6% 1% 1% 3 100% 100% 0% 0% 0% 102 100% 96% 93% 89% 86% 41 100% 100% 100% 100% 56% 45 100% 100% 100% 21% 7% 1 100% 0% 0% 0% 0% 49 100% 96% 52% 10% 3% PASS MANAGEMENT Campaign Inofile Virginia 2015 Inofile IODL1 Inofile LTPAC South Louisiana Inofile MRO L2 Inofile MRO Chester County L2 Inofile MRO St Joe L2 Inofile SLUCareTop cc L1 Inofile Ochsner/TOC cc L1 Inofile SSLouisiana cc L2 Inofile SSMTop ccL1 Inofile Dickinson CC L1 Inofile TRHS CC L2 Campaign Inofile Virginia 2015 Inofile IODL1 Inofile LTPAC South Louisiana Inofile MRO L2 Inofile MRO Chester County L2 Inofile MRO St Joe L2 Inofile SLUCareTop cc L1 Inofile Ochsner/TOC cc L1 Inofile SSLouisiana cc L2 Inofile SSMTop ccL1 Inofile Dickinson CC L1 Inofile TRHS CC L2 Campaign Inofile Virginia 2015 Inofile IODL1 Inofile LTPAC South Louisiana Inofile MRO L2 Inofile MRO Chester County L2 Inofile MRO St Joe L2 Inofile SLUCareTop cc L1 Inofile Ochsner/TOC cc L1 Inofile SSLouisiana cc L2 Inofile SSMTop ccL1 Inofile Dickinson CC L1 Inofile TRHS CC L2
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TELAFFECTS LLC ALL RIGHTS RESERVED JAMES KRAYNIK SENIOR VICE PRESIDENT Responsible for developing TelAffects’ solution offerings and client performance 25 years experience Industry experience includes Business Services, Financial Services, Technology and VP Product and Business Development PRC B2B Leaderships roles including product development and marketing, sales management and business development TelAffects’ Experienced Leadership Team Works Your Campaign LORI SPRAGUE PRESIDENT Responsible for developing TelAffects’ business strategy and client performance 25 years experience Executive Vice President of Hancock Information Group and PRC B2B Telemarketing organizations Leaderships roles including operations, quality improvement, training and development and program management 15
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TELAFFECTS LLC ALL RIGHTS RESERVED© COPYRIGHT 2008-2012 TELAFFECTS LLC ALL RIGHTS RESERVED THOUGHT LEADERSHIP TelAffects focuses exclusively on the B2B marketplace and operating within complex and regulated sales environment with multiple decision makers to engage C-suite executives in a business dialogue while capturing the nuances of the organizational decision making process. EXTENSIVE EXPERIENCE TelAffects perfected the ability to function as an inside sales team on an outsourced basis by hiring sales consultants for each client engagement who have the right sales skill and ability, industry experience and product knowledge to systematically engage an entire market universe. QUALIFIED OPPORTUNITIES TelAffects identifies and communicates with multiple decision makers in real time to predispose them to the client’s solution and produce an appointment with a decision maker who has identified a need for the solution and is entering a buying mode. SURPASSING EXPECTATIONS Everyone at TelAffects looks forward to developing a strong and mutually beneficial business relationship. We are equally excited about successfully executing your B2B outbound initiatives and are confident that our efforts will surpass your expectations. Choose TelAffects for Its Proven Methodology and Proven Success 16 JAMES E. KRAYNIK SENIOR VICE PRESIDENT (407) 936-3130 x1150 Office (321) 229-2724 Mobile James.kraynik@telaffects.com www.telaffects.com
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