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Transcript of Slide#: 1© GPS Financial Services 2008-2009Revised 03/16/2009 cms 2 OE Remote sales entry for QB tm...
Slide#: 1 © GPS Financial Services 2008-2009Revised 03/16/2009
cms2OE Remote sales entry for QB tm
Price: Call $$$(generous discounts on multiple purchase)
cms2OE Remote sales entry for QB tm
Price: Call $$$(generous discounts on multiple purchase)
Cougar Mountain Software
Professional Version
Slide#: 2 © GPS Financial Services 2008-2009Revised 03/16/2009
Product & Bundle Pricing>> Highest Product full price <<
Product & Bundle Pricing>> Highest Product full price <<
Single Bundled
cms2AR FixCodesChg cms2AR FixMissingInfo $ 111 $ 56
cms2AR AutoCreditHold $ 350 $ 175
cms2AR AreaCodeFix or Add Fax #’s $ 350 $ 175
cms2AR CopyCustomers-Prospects $ 350 $ 175
cms2AR DepositSlips $ 155 $ 74
cms2AR Excel $ 199 $ 99
cms2AR Email $ 89 $ 44
cms2AR IntegrityVer $ 350 $ 175
cms2AR PhoneCheck $ 88 $ 44
cms2AR PwrEntry $ 350 $ 175
cms2AR Upload $ 350 $ 175
A Little Advertising
Slide#: 3 © GPS Financial Services 2008-2009Revised 03/16/2009
Enhanced & Custom Reports PricingEnhanced & Custom Reports Pricing
Normal Enhanced Report
Single Normal Enhanced Report $ 55
All normal enhanced reports in a module$100
All normal enhanced reports, report tab only all modules $188
All normal enhanced reports for all modules $288
Premium Enhanced Reports
Comparative Sales & Profits (2 period or 3 periods)$110
Customers with no purchases in a date range $ 55
Past Due Invoices in a date range$110
A Bit More Advertising
Slide#: 4 © GPS Financial Services 2008-2009Revised 03/16/2009
1. Product Info
2. Installation
3. Troubleshooting
4. Upgrades, Service Packs & Smart Patches
5. Technical Info
6. Future Plans
7. Ordering Info
8. Other Products
9. Enhanced Reports
10.Examples
11.Tips & Tricks
cms2OE Remote sales entry for QB
tm
Sections to this presentation
cms2OE Remote sales entry for QB
tm
Sections to this presentation
Slide#: 5 © GPS Financial Services 2008-2009Revised 03/16/2009
cms2OE Remote sales entry for QB
tm by CMS to the MAX
cms2OE Remote sales entry for QB
tm by CMS to the MAX
Slide#: 6 © GPS Financial Services 2008-2009Revised 03/16/2009
Added Functionality
Improved User friendliness
Unpost Transactions
Emailing Ability
Export to Excel
Quickly fix missing or bad data
Credit and collection tools
Module Integrity Verification
Compatible with CMS Versions 4 through 12 & V2009
Automatically updates itself for version and service pack changes
cms2OE Remote sales entry for QB
tm
Product Info
cms2OE Remote sales entry for QB
tm
Product Info
Slide#: 7 © GPS Financial Services 2008-2009Revised 03/16/2009
Remote Sales Entry for QB
These enhancements : Overview Software Tips & Tricks Installation Enhanced & Custom Reporting Wireless & Remote Solutions
cms2OE Remote sales entry for QB
tm
Product Info
cms2OE Remote sales entry for QB
tm
Product Info
Slide#: 8 © GPS Financial Services 2008-2009Revised 03/16/2009
Overview:
Software:
This application is intended for every salesperson that creates invoices or interacts
with customers away from a counter or desk. This Pocket PC or mobile computer
application provides route accounting and mobile sales functionality to any mobile
sales force. Increase sales force efficiency, reduce inventory errors and minimize
costly customer order mistakes. Provide mobile salespersons with current customer
data for maximum sales opportunities. bMobileSALES can synchronize data with
Cougar Mountain Order Entry, Accounts Receivable and Inventory modules when
used in conjunction with bMobileCONTROLLER. This powerful yet easy to use tool
works on low cost PDAs and any Windows Pocket PC™ driven mobile computer.
Enjoy a rapid return on investment with this extremely low cost and versatile
application.
cms2OE Remote sales entry for QB
tm
Product Info
cms2OE Remote sales entry for QB
tm
Product Info
Slide#: 9 © GPS Financial Services 2008-2009Revised 03/16/2009
This application enables data synchronization between bMobileSALES and Cougar
Mountain Software Support.
bMobileCONTROLLER resides on the mobile computer or Pocket PC and provides
the communication conduit between the mobile application, bMobileSALES, and
the back-office accounting system of Cougar Mountain. This tool selects the
appropriate files within both systems from which data is to be exchanged. Once the
data from bMobileSALES has been supplied to Cougar Mountain, the files within
bMobileSALES are automatically refreshed with updated information from Cougar
Mountain. This automated process prepares the salesperson to return to the field.
Learn more at www.bmobiletech.com
cms2OE Remote sales entry for QB
tm
Product Info
cms2OE Remote sales entry for QB
tm
Product Info
Slide#: 10 © GPS Financial Services 2008-2009Revised 03/16/2009
SALES FORCE AUTOMATION :
bMobile ™ specializes in integrating sales force automation technology with industry
leading accounting software, inventory control applications and customer
relationship management solutions. bMobile’s line of products includes the Pocket
PC Software bMobile SALES™ and bMobile INVENTORY™ along with bMobile
CONTROLLER™ and the web based solution, bMobile NET™.
cms2OE Remote sales entry for QB
tm
Product Info
cms2OE Remote sales entry for QB
tm
Product Info
Slide#: 11 © GPS Financial Services 2008-2009Revised 03/16/2009
Powered by Windows Pocket PC Software, bMobile SALES is designed for any
size business seeking a ubiquitous computing solution for their mobile sales force,
route sales or direct store delivery (DSD). bMobile SALES is a scalable Pocket PC
Software that can function as a stand alone mobile computing tool or interface with
your network applications allowing for a complete route accounting solution.
bMobile can reside on any number of popular Pocket PCs (i.e. iPAQ, Dell, Casio,
etc.), tablet PCs, laptops and notepad PCs, as well as specialized data collectors
and other mobile computing devices (Symbol, Intermec, HHP, etc.). The sales force
automation is completed with the addition of portable printers (Zebra, Seiko,
Symbol, Intermec) and barcode scanners (Symbol, Socket, Intermec).
cms2OE Remote sales entry for QB
tm
Product Info
cms2OE Remote sales entry for QB
tm
Product Info
Slide#: 12 © GPS Financial Services 2008-2009Revised 03/16/2009
bMobile SALES empowers the mobile salesperson with updated information critical
for new business acquisition and existing client servicing. Key functionality of
bMobile SALES includes:
1. Perform Customer History Look-up
2. Update Customer Account Information
3. Create New Accounts
4. Record Inventory Transactions (Barcode Scanner Optional)
5. Process Payments
6. Collect and Digitally Store Signatures
7. Generate and Print Invoices with optional Portable Printer
cms2OE Remote sales entry for QB
tm
Product Info
cms2OE Remote sales entry for QB
tm
Product Info
Slide#: 13 © GPS Financial Services 2008-2009Revised 03/16/2009
These tasks are accomplished within a true Windows Pocket PC software
environment providing easy to read screens and familiar user navigation. The highly
functional yet simple layout allows a new user to quickly learn the application. This
straight forward, intuitive designed software will minimize sales force training time
and reduce errors saving time, money and customers, whether using a portable
data terminal, Pocket PC or other mobile computing device. Add a barcode scanner
and portable printer to complete the automation required by your sales force.
cms2OE Remote sales entry for QB
tm
Product Info
cms2OE Remote sales entry for QB
tm
Product Info
Slide#: 14 © GPS Financial Services 2008-2009Revised 03/16/2009
MOBILE COMPUTING NETWORK:
Sales force automation relies upon a quick and reliable exchange of data between
the mobile worker and the office. bMobile CONTROLLER, when used with bMobile
SALES, provides the link between your mobile sales force and your enterprise
accounting software, customer relationship management application and inventory
control system. Data synchronization between your mobile computing device (i.e.
Pocket PC) and your database network is made possible by the middleware
application, bMobile CONTROLLER. A couple of quick commands by the user will
launch the data-download process and automatically refreshing data on the mobile
computing device.
cms2OE Remote sales entry for QB
tm
Product Info
cms2OE Remote sales entry for QB
tm
Product Info
Slide#: 15 © GPS Financial Services 2008-2009Revised 03/16/2009
Data synchronization can take place whenever the user connects to the enterprise
network. This can take place at the end of each day when the mobile worker returns
to the office or can be achieved remotely using wireless communication technology.
bMobile NET can play an important part in remote data access for the mobile
employee. This Internet based application allows ubiquitous computing when used
in conjunction with bMobile SALES. Various mobile computing devices as well as
select Pocket PCs and mobile phones can be used in conjunction with various
wireless communication services to provide the data pathway to bMobile NET.
cms2OE Remote sales entry for QB
tm
Product Info
cms2OE Remote sales entry for QB
tm
Product Info
Slide#: 16 © GPS Financial Services 2008-2009Revised 03/16/2009
Regardless of your mobile computing needs bMobile can provide the hardware to
complete your mobile strategy. Whether your business requires mobile data
terminals or Pocket PCs, wireless communication devices, portable printers or
barcode scanners, bMobile can work within your budget to accomplish your
technology goals. Proven hardware devices from industry leading manufacturers are
offered at rock-bottom pricing from bMobile .
cms2OE Remote sales entry for QB
tm
Product Info
cms2OE Remote sales entry for QB
tm
Product Info
Slide#: 17 © GPS Financial Services 2008-2009Revised 03/16/2009
WHY bMOBILE:
bMobile has the expertise to match up your business challenges with technology
choices. With bMobile you have access to wealth of knowledge in the area of
business management software, networking, software development, data collection
hardware, mobile communications and sales force automation.
Your current needs, future growth and budget considerations are all important
aspects of your ultimate technology solution. bMobile can provide clear choices for
sales force automation, presented in an understandable format upon a
comprehensive analysis of your goals, challenges and budget considerations.
Before any recommendations are made, bMobile gives strong consideration to your
potential return on investment, emerging technologies and your current processes.
cms2OE Remote sales entry for QB
tm
Product Info
cms2OE Remote sales entry for QB
tm
Product Info
Slide#: 18 © GPS Financial Services 2008-2009Revised 03/16/2009
CUSTOM SOFTWARE NEEDS:
bMobile can also provide accounting software for your business regardless of size.
bMobile has partnered with several major software vendors to meet the needs of
the small, medium or large business. If the “out-of-the-box” solution is not right for
your company, bMobile has a software development team ready and able to
customize your business accounting software to meet your special needs.
cms2OE Remote sales entry for QB
tm
Product Info
cms2OE Remote sales entry for QB
tm
Product Info
Slide#: 19 © GPS Financial Services 2008-2009Revised 03/16/2009
MOBILE COMPUTING AND WIRELESS NETWORKS:
There is a distinctive difference between the terms “mobile” and “wireless” though
they are often used synonymously. It is financially and functionally prudent to
understand the differences when developing your mobile and wireless strategy.
Mobile does not imply network connectivity and wireless connections do not ensure
portability.
Mobile applications loaded on mobile computing devices such as laptops, tablet
PCs, data collectors and Pocket PCs, do not require wireless access in order to be
functional. Retail data collection and route accounting can still be a useful element
of your mobile strategy even without ubiquitous computing capability
(anytime/anywhere connectivity). A salesperson equipped with a Bluetooth enabled
portable printer and Pocket PC mounted barcode scanner can perform rapid,
accurate and complete sales and inventory transactions.
cms2OE Remote sales entry for QB
tm
Product Info
cms2OE Remote sales entry for QB
tm
Product Info
Slide#: 20 © GPS Financial Services 2008-2009Revised 03/16/2009
Conversely, a wireless network within your office, throughout your complex or
between separate facilities can replace a wired/cabled infrastructure. Desktop PCs
can be installed into your client/server network (WLAN) without being tethered by
cables though you will not likely carry them around. Network access from a laptop or
Pocket PC can be achieved while in a meeting, during a sales presentation or even
during lunch, thus keeping the employee informed and in touch. This time saving
results in increased productivity for the employee and the organization.
One of the most common implementations of wireless and mobile strategy is the
hybrid approach. Meaning, workers equipped with mobile devices tap into their
network at opportune times to transfer current data. That is where Wi-Fi
(802.11a/b/g), Bluetooth and other similar technologies come into play. Without the
need for wire connections, a network link can be quickly established at branch
locations, customer sites, or anywhere a wireless signal is present.
cms2OE Remote sales entry for QB
tm
Product Info
cms2OE Remote sales entry for QB
tm
Product Info
Slide#: 21 © GPS Financial Services 2008-2009Revised 03/16/2009
However, if your business model requires all-points-between communications plus
network access, your solution may likely include Next Generation Network (NGN)
technology. This being the case, you would be well advised to learn about more
about Third Generation (3G) Wireless, Universal Mobile Telecommunications
System (UTMS), Asynchronous Transfer Mode (ATM) connectivity, Broadband
Internet/Telephony access Next Generation Networks (NGN), CDMA and General
Packet Radio Service (GPRS). Understanding these terms and these technologies
will allow you to make an educated decision when rolling out your sales force
automation strategy.
cms2OE Remote sales entry for QB
tm
Product Info
cms2OE Remote sales entry for QB
tm
Product Info
Slide#: 22 © GPS Financial Services 2008-2009Revised 03/16/2009
Purchase Order Receiving-Wireless:
This is an enhancement : Overview Software Tips & Tricks Installation Enhanced & Custom Reporting Wireless & Remote Solutions
cms2OE Remote sales entry for QB
tm
Product Info
cms2OE Remote sales entry for QB
tm
Product Info
Slide#: 23 © GPS Financial Services 2008-2009Revised 03/16/2009
Overview:
Software:
The way it purchases is:
1. The purchase orders are entered like they are now.
2. The purchase orders are uploaded onto the scanner
3. The warehouse person receives each order and the program finds the item on the order, updates the quantity received.
4. As the order is populated, the items not received remain at zero quantity.
5. The order is saved
6. Periodically, the completed orders are transferred back to the network hard drive and cleared from the scanner.
cms2OE Remote sales entry for QB
tm
Product Info
cms2OE Remote sales entry for QB
tm
Product Info
Slide#: 24 © GPS Financial Services 2008-2009Revised 03/16/2009
cms2OE Remote sales entry for QB
tm by CMS to the MAX
cms2OE Remote sales entry for QB
tm by CMS to the MAX
Slide#: 25 © GPS Financial Services 2008-2009Revised 03/16/2009
Installation happens automatically when you install V10 or better
To activate this feature, you need to go to Order Entry> Options> Codes> Order Guide> Run Utility
To keep the file updated, rerun the file daily/weekly/monthly as needed
To optimize this feature, staff should be trained to manually add items that a customer inquires about and any item that the staff feels that the customer might be interested in.
cms2OE Remote sales entry for QB
tm Installation Instructions
cms2OE Remote sales entry for QB
tm Installation Instructions
Slide#: 26 © GPS Financial Services 2008-2009Revised 03/16/2009
cms2OE Remote sales entry for QB
tm by CMS to the MAX
cms2OE Remote sales entry for QB
tm by CMS to the MAX
Slide#: 27 © GPS Financial Services 2008-2009Revised 03/16/2009
This product should require no troubleshooting. Its beautiful in its simplicity.
Re-indexing is almost always a first step
If a record locking error occurs, use UTICMS to delete any blank records
If problems still exist, use dbFix & FileFix to rebuild the file
If the problem remains, it might be desirable to use UTICMS to zap the file and recreate.
cms2OE Remote sales entry for QB
tm Troubleshooting
cms2OE Remote sales entry for QB
tm Troubleshooting
Slide#: 28 © GPS Financial Services 2008-2009Revised 03/16/2009
cms2OE Remote sales entry for QB
tm by CMS to the MAX
cms2OE Remote sales entry for QB
tm by CMS to the MAX
Slide#: 29 © GPS Financial Services 2008-2009Revised 03/16/2009
cms2OE Remote sales entry for QB tm Upgrades, Service Packs & Smart Patches
cms2OE Remote sales entry for QB tm Upgrades, Service Packs & Smart Patches
This product will automatically be updated when a version change, service pack or smart pack is installed by the Win2Win utility
If a custom report was installed, it will need to be reloaded
Slide#: 30 © GPS Financial Services 2008-2009Revised 03/16/2009
cms2OE Remote sales entry for QB
tm by CMS to the MAX
cms2OE Remote sales entry for QB
tm by CMS to the MAX
Slide#: 31 © GPS Financial Services 2008-2009Revised 03/16/2009
cms2OE Remote sales entry for QB
tm Technical Information
cms2OE Remote sales entry for QB
tm Technical Information
Slide#: 32 © GPS Financial Services 2008-2009Revised 03/16/2009
The pricing on future enhancements is not known at this time
cms2OE Remote sales entry for QB
tm by CMS to the MAX
cms2OE Remote sales entry for QB
tm by CMS to the MAX
Slide#: 33 © GPS Financial Services 2008-2009Revised 03/16/2009
cms2OE Remote sales entry for QB
tm Future Plans
cms2OE Remote sales entry for QB
tm Future Plans
Pending
Slide#: 34 © GPS Financial Services 2008-2009Revised 03/16/2009
cms2OE Remote sales entry for QB
tm by CMS to the MAX
cms2OE Remote sales entry for QB
tm by CMS to the MAX
Slide#: 35 © GPS Financial Services 2008-2009Revised 03/16/2009
How Can I Get the CMStotheMax ™ Products?
How Can I Get the CMStotheMax ™ Products?
You can get cms2OE_CollectionComments&Notes ™ from your local Cougar Mtn Dealeror
GPS Financial Services (aka CMStotheMAX.com and CougarMtnSupport.com)
13337 South Street #352
Cerritos, CA 90703
714 228-5444 Phone
800 531-2944 Fax
Slide#: 36 © GPS Financial Services 2008-2009Revised 03/16/2009
CMS to the MAX & Cougar-MagicCMS to the MAX & Cougar-Magic
Slide#: 37 © GPS Financial Services 2008-2009Revised 03/16/2009
cms2EM Email ™
cms2EX Excel ™
cms2EM PDFblaster ™
cms2AR PowerEntry+ ™
cms2AR AutoCreditHold ™
cms2SY Lookup-Enh ™
cms2OE Collection-Notes ™
cms2AR PastDueNoticestm
cms2CM Collections ™
cms2RRW Reportstm
cms2R&R LearnCDtm
cms2RAR AreaCodeFix ™
cms2OE Unpost ™
cms2R&R LearnCDtm
cms2SH UPS/Fedex/more ™
cms2SH ShippingAcknow ™
cms2CT ContactMgt ™
Cougar-Magic ™ cms2SY UDF ™
Top Sellers & New ProductsTop Sellers & New Products
Slide#: 38 © GPS Financial Services 2008-2009Revised 03/16/2009
Product OverviewProduct Overview
Accounts Receivable& Collections
Inventory& Purchasing
Payroll &Human Relations
Export toExcel/PDF
& eMail/Fax Software &Hardware
Sales
Security &User-friendliness
& More
Support Services& Training
General Ledger& Taxes
ReportsEnhanced
Selling &Shipping/Acknow.
Overview
Slide#: 39 © GPS Financial Services 2008-2009Revised 03/16/2009
cms2OE Remote sales entry for QB
tm by CMS to the MAX
cms2OE Remote sales entry for QB
tm by CMS to the MAX
Slide#: 40 © GPS Financial Services 2008-2009Revised 03/16/2009
Slide#: 41 © GPS Financial Services 2008-2009Revised 03/16/2009
cms2OE Remote sales entry for QB
tm Enhanced Reports
cms2OE Remote sales entry for QB
tm Enhanced Reports
Pending
Slide#: 42 © GPS Financial Services 2008-2009Revised 03/16/2009
cms2OE Remote sales entry for QB
tm by CMS to the MAX
cms2OE Remote sales entry for QB
tm by CMS to the MAX
Slide#: 43 © GPS Financial Services 2008-2009Revised 03/16/2009
cms2OE Remote sales entry for QB
tm Examples
cms2OE Remote sales entry for QB
tm Examples
Pending
Slide#: 44 © GPS Financial Services 2008-2009Revised 03/16/2009
cms2OE Remote sales entry for QB
tm by CMS to the MAX
cms2OE Remote sales entry for QB
tm by CMS to the MAX
Slide#: 45 © GPS Financial Services 2008-2009Revised 03/16/2009
cms2OE Remote sales entry for QB
tm Tips & Tricks
cms2OE Remote sales entry for QB
tm Tips & Tricks
Pending