Slide#: 1© GPS Financial Services 2008-2009Revised 04/06/2009 cms 2 OE RemoteSalesEntry-swo Price:...

Slide#: 1 © GPS Financial Services 2008-2009Revised 04/06/2009

cms2OE RemoteSalesEntry-swo ™Price: Call $$$

(generous discounts on multiple purchase)

cms2OE RemoteSalesEntry-swo ™Price: Call $$$

(generous discounts on multiple purchase)

Cougar Mountain Software

Professional Version


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 or Add SIC $ 350 $ 175

cms2AR CopyCustomers-Prospects $ 350 $ 175

cms2SH ShippingNotifications $ 155 $ 74

cms2EX Excel $ 199 $ 99

cms2EM Email $ 89 $ 44

cms2AR IntegrityVer $ 350 $ 175

cms2AR PhoneCheck/Fax $ 88 $ 44

cms2AR PwrEntry $ 350 $ 175

cms2UF LookupEnh+ or cms2UF UDF $100 $ 50

cms2EM PDFblaster+ Call $$$

A Little Advertising


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 & FAQ’s

11.Tips & Tricks

Sections to this presentationSections to this presentation


cms2OE RemoteSalesEntry-swo ™ by CMS to the MAX



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 RemoteSalesEntry-swo ™ Product Info



Remote Sales Entry for CMS

Remote Sales (based on Pocket PC)

These enhancements :

Overview Software Tips & Tricks Installation Enhanced & Custom Reporting Wireless & Remote Solutions




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.




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




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™.




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).




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




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.




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.




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.




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.




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.




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.




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.




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.




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.




Purchase Order Receiving-Wireless:

This is an enhancement : Overview Software Tips & Tricks Installation Enhanced & Custom Reporting Wireless & Remote Solutions




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.




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 RemoteSalesEntry-swo ™ Installation Instructions

cms2OE RemoteSalesEntry-swo ™ Installation Instructions


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 RemoteSalesEntry-swo ™ Troubleshooting

cms2OE RemoteSalesEntry-swo ™ Troubleshooting


cms2OE RemoteSalesEntry-swo ™ Upgrades, Service Packs & Smart Patches

cms2OE RemoteSalesEntry-swo ™ 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


cms2OE RemoteSalesEntry-swo ™ Technical Information

cms2OE RemoteSalesEntry-swo ™ Technical Information


The pricing on future enhancements is not known at this time




cms2OE RemoteSalesEntry-swo ™ Future Plans

cms2OE RemoteSalesEntry-swo ™ Future Plans

Pending


How Can I Get the CMStotheMax ™ Products?

How Can I Get the CMStotheMax ™ Products?

You can get this product from your favorite Cougar Mtn Dealer

or

GPS Financial Services (aka CMStotheMAX.com and CougarMtnSupport.com)

13337 South Street #352

Cerritos, CA 90703

714 228-5444 Phone

800 531-2944 Fax

email us at: [email protected]


CMS to the MAX & Cougar-MagicCMS to the MAX & Cougar-Magic


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


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


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


cms2OE RemoteSalesEntry-swo ™ Enhanced Reports

cms2OE RemoteSalesEntry-swo ™ Enhanced Reports

Pending


cms2OE RemoteSalesEntry-swo ™ Examples

cms2OE RemoteSalesEntry-swo ™ Examples

Pending


cms2OE RemoteSalesEntry-swo ™ Tips & Tricks

cms2OE RemoteSalesEntry-swo ™ Tips & Tricks

Pending

Slide#: 1© GPS Financial Services 2008-2009Revised 04/06/2009 cms 2 OE RemoteSalesEntry-swo Price:...

Documents

Transcript of Slide#: 1© GPS Financial Services 2008-2009Revised 04/06/2009 cms 2 OE RemoteSalesEntry-swo Price:...