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Slide#: 1© GPS Financial Services 2008-2009Revised 04/06/2009 cms 2 OE RemoteSalesEntry-swo Price: Call $$$ (generous discounts on multiple purchase) Cougar.

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Presentation on theme: "Slide#: 1© GPS Financial Services 2008-2009Revised 04/06/2009 cms 2 OE RemoteSalesEntry-swo Price: Call $$$ (generous discounts on multiple purchase) Cougar."— Presentation transcript:

1 Slide#: 1© GPS Financial Services Revised 04/06/2009 cms 2 OE RemoteSalesEntry-swo Price: Call $$$ (generous discounts on multiple purchase) Cougar Mountain Software Professional Version

2 Slide#: 2© GPS Financial Services Revised 04/06/2009 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 $ 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

3 Slide#: 3© GPS Financial Services Revised 04/06/ 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 & FAQs 11.Tips & Tricks Sections to this presentation

4 Slide#: 4© GPS Financial Services Revised 04/06/2009 cms 2 OE RemoteSalesEntry-swo by CMS to the MAX

5 Slide#: 5© GPS Financial Services Revised 04/06/2009 Added Functionality Improved User friendliness Unpost Transactions ing 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 cms 2 OE RemoteSalesEntry-swo Product Info

6 Slide#: 6© GPS Financial Services Revised 04/06/2009 Remote Sales Entry for CMS Remote Sales (based on Pocket PC) These enhancements : Overview Software Tips & Tricks Installation Enhanced & Custom Reporting Wireless & Remote Solutions cms 2 OE RemoteSalesEntry-swo Product Info

7 Slide#: 7© GPS Financial Services Revised 04/06/2009 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. cms 2 OE RemoteSalesEntry-swo Product Info

8 Slide#: 8© GPS Financial Services Revised 04/06/2009 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 cms 2 OE RemoteSalesEntry-swo Product Info

9 Slide#: 9© GPS Financial Services Revised 04/06/2009 SALES FORCE AUTOMATION : bMobile specializes in integrating sales force automation technology with industry leading accounting software, inventory control applications and customer relationship management solutions. bMobiles line of products includes the Pocket PC Software bMobile SALES and bMobile INVENTORY along with bMobile CONTROLLER and the web based solution, bMobile NET. cms 2 OE RemoteSalesEntry-swo Product Info

10 Slide#: 10© GPS Financial Services Revised 04/06/2009 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). cms 2 OE RemoteSalesEntry-swo Product Info

11 Slide#: 11© GPS Financial Services Revised 04/06/2009 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 cms 2 OE RemoteSalesEntry-swo Product Info

12 Slide#: 12© GPS Financial Services Revised 04/06/2009 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. cms 2 OE RemoteSalesEntry-swo Product Info

13 Slide#: 13© GPS Financial Services Revised 04/06/2009 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. cms 2 OE RemoteSalesEntry-swo Product Info

14 Slide#: 14© GPS Financial Services Revised 04/06/2009 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. cms 2 OE RemoteSalesEntry-swo Product Info

15 Slide#: 15© GPS Financial Services Revised 04/06/2009 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. cms 2 OE RemoteSalesEntry-swo Product Info

16 Slide#: 16© GPS Financial Services Revised 04/06/2009 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. cms 2 OE RemoteSalesEntry-swo Product Info

17 Slide#: 17© GPS Financial Services Revised 04/06/2009 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. cms 2 OE RemoteSalesEntry-swo Product Info

18 Slide#: 18© GPS Financial Services Revised 04/06/2009 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. cms 2 OE RemoteSalesEntry-swo Product Info

19 Slide#: 19© GPS Financial Services Revised 04/06/2009 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. cms 2 OE RemoteSalesEntry-swo Product Info

20 Slide#: 20© GPS Financial Services Revised 04/06/2009 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. cms 2 OE RemoteSalesEntry-swo Product Info

21 Slide#: 21© GPS Financial Services Revised 04/06/2009 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. cms 2 OE RemoteSalesEntry-swo Product Info

22 Slide#: 22© GPS Financial Services Revised 04/06/2009 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. cms 2 OE RemoteSalesEntry-swo Product Info

23 Slide#: 23© GPS Financial Services Revised 04/06/2009 Purchase Order Receiving-Wireless: This is an enhancement : Overview Software Tips & Tricks Installation Enhanced & Custom Reporting Wireless & Remote Solutions cms 2 OE RemoteSalesEntry-swo Product Info

24 Slide#: 24© GPS Financial Services Revised 04/06/2009 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. cms 2 OE RemoteSalesEntry-swo Product Info

25 Slide#: 25© GPS Financial Services Revised 04/06/2009 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. cms 2 OE RemoteSalesEntry-swo Product Info

26 Slide#: 26© GPS Financial Services Revised 04/06/2009 cms 2 OE RemoteSalesEntry-swo by CMS to the MAX

27 Slide#: 27© GPS Financial Services Revised 04/06/2009 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. cms 2 OE RemoteSalesEntry-swo Installation Instructions

28 Slide#: 28© GPS Financial Services Revised 04/06/2009 cms 2 OE RemoteSalesEntry-swo by CMS to the MAX

29 Slide#: 29© GPS Financial Services Revised 04/06/2009 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. cms 2 OE RemoteSalesEntry-swo Troubleshooting

30 Slide#: 30© GPS Financial Services Revised 04/06/2009 cms 2 OE RemoteSalesEntry-swo by CMS to the MAX

31 Slide#: 31© GPS Financial Services Revised 04/06/2009 cms 2 OE 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

32 Slide#: 32© GPS Financial Services Revised 04/06/2009 cms 2 OE RemoteSalesEntry-swo by CMS to the MAX

33 Slide#: 33© GPS Financial Services Revised 04/06/2009 cms 2 OE RemoteSalesEntry-swo Technical Information

34 Slide#: 34© GPS Financial Services Revised 04/06/2009 The pricing on future enhancements is not known at this time cms 2 OE RemoteSalesEntry-swo by CMS to the MAX

35 Slide#: 35© GPS Financial Services Revised 04/06/2009 cms 2 OE RemoteSalesEntry-swo Future Plans Pending

36 Slide#: 36© GPS Financial Services Revised 04/06/2009 cms 2 OE RemoteSalesEntry-swo by CMS to the MAX

37 Slide#: 37© GPS Financial Services Revised 04/06/2009 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) South Street #352 Cerritos, CA Phone Fax us at:

38 Slide#: 38© GPS Financial Services Revised 04/06/2009 CMS to the MAX & Cougar-Magic

39 Slide#: 39© GPS Financial Services Revised 04/06/2009 cms 2 EM cms 2 EX Excel cms 2 EM PDFblaster cms 2 AR PowerEntry+ cms 2 AR AutoCreditHold cms 2 SY Lookup-Enh cms 2 OE Collection-Notes cms 2 AR PastDueNotices tm cms 2 CM Collections cms 2 RRW Reports tm cms 2 R&R LearnCD tm cms 2 RAR AreaCodeFix cms 2 OE Unpost cms 2 R&R LearnCD tm cms 2 SH UPS/Fedex/more cms 2 SH ShippingAcknow cms 2 CT ContactMgt Cougar-Magic cms 2 SY UDF Top Sellers & New Products

40 Slide#: 40© GPS Financial Services Revised 04/06/2009 Product Overview Overview Selling & Shipping/Acknow. Reports Enhanced General Ledger & Taxes Support Services & Training Security & User-friendliness & More Software & Hardware Sales Export to Excel/PDF & /Fax Payroll & Human Relations Inventory & Purchasing Accounts Receivable & Collections

41 Slide#: 41© GPS Financial Services Revised 04/06/2009 cms 2 OE RemoteSalesEntry-swo by CMS to the MAX

42 Slide#: 42© GPS Financial Services Revised 04/06/2009

43 Slide#: 43© GPS Financial Services Revised 04/06/2009 Enhanced & 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

44 Slide#: 44© GPS Financial Services Revised 04/06/2009 cms 2 OE RemoteSalesEntry-swo Enhanced Reports Pending

45 Slide#: 45© GPS Financial Services Revised 04/06/2009 cms 2 OE RemoteSalesEntry-swo by CMS to the MAX

46 Slide#: 46© GPS Financial Services Revised 04/06/2009 cms 2 OE RemoteSalesEntry-swo Examples Pending

47 Slide#: 47© GPS Financial Services Revised 04/06/2009 cms 2 OE RemoteSalesEntry-swo by CMS to the MAX

48 Slide#: 48© GPS Financial Services Revised 04/06/2009 cms 2 OE RemoteSalesEntry-swo Tips & Tricks Pending


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