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Slide#: 1© GPS Financial Services 2008-2009Revised 04/11/2009 cms 2 PS PhoneCheck ™ Includes cms 2 FaxCheck ™ & cms 2 WebCheck ™ Price: $88 Demo Version.

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Presentation on theme: "Slide#: 1© GPS Financial Services 2008-2009Revised 04/11/2009 cms 2 PS PhoneCheck ™ Includes cms 2 FaxCheck ™ & cms 2 WebCheck ™ Price: $88 Demo Version."— Presentation transcript:

1 Slide#: 1© GPS Financial Services 2008-2009Revised 04/11/2009 cms 2 PS PhoneCheck ™ Includes cms 2 FaxCheck ™ & cms 2 WebCheck ™ Price: $88 Demo Version Available 60 Day Money Back Guarantee cms 2 PS PhoneCheck ™ Includes cms 2 FaxCheck ™ & cms 2 WebCheck ™ Price: $88 Demo Version Available 60 Day Money Back Guarantee Cougar Mountain Software Professional Version

2 Slide#: 2© GPS Financial Services 2008-2009Revised 04/11/2009 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 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

3 Slide#: 3© GPS Financial Services 2008-2009Revised 04/11/2009 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 & FAQ’s 11.Tips & Tricks Sections to this presentation

4 Slide#: 4© GPS Financial Services 2008-2009Revised 04/11/2009 cms 2 PS PhoneCheck ™ by CMS to the MAX

5 Slide#: 5© GPS Financial Services 2008-2009Revised 04/11/2009  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 cms 2 PS PhoneCheck ™ Product Info

6 Slide#: 6© GPS Financial Services 2008-2009Revised 04/11/2009 cms 2 PS PhoneCheck ™ Product Info Select Function

7 Slide#: 7© GPS Financial Services 2008-2009Revised 04/11/2009 There are several key benefits to both the business and the customers by using the cms2AR eCheck product.  cms2AR eCheck is a complete software program that allows you accept checks electronically by Internet, FAX or Phone then print a check using your ink-jet or laser printer. Order now and receive Check order page for your website! This will also come with the cgi script that will send customer orders directly to your e-mail!  And the best part is: There is NO signature needed, NO credit checks, NO discount fees, NO credit card chargebacks, NO leases, NO deposits, NO EXPIRED OR OVER LIMIT CARDS, and NO hassles! When you need more you can get them from your local office supply or computer supply store, or from a catalog. cms 2 PS PhoneCheck ™ Product Info

8 Slide#: 8© GPS Financial Services 2008-2009Revised 04/11/2009  Saves time - Deposit check orders into your account the same day!, Reduces customer procrastination, Increases your credibility, Captures impulse sales (increase orders), No processing or monthly fees, Targets people who won't use credit cards, No Special ink needed - Use inkjet or laser, Required MICR fonts included, Easy to use - Contains detailed help file, Incredible low one-time cost. cms 2 PS PhoneCheck ™ Product Info

9 Slide#: 9© GPS Financial Services 2008-2009Revised 04/11/2009 We are sure that you know the ability to capture impulse sales will greatly increase your profits! Some say up to a 50% increase! Your customers can order and pay for something INSTANTLY! This means that they are more likely to do so than printing out an order form, writing out a check and then sending the order via mail.  Saves time - Deposit checks into your bank account the same day you take the order!  Captures impulse sales (thereby increasing orders)  No processing or monthly fees cms 2 PS PhoneCheck ™ Product Info

10 Slide#: 10© GPS Financial Services 2008-2009Revised 04/11/2009  Take orders people who can't get credit cards  Let's face it, some people just don't want to give out their Credit Card Numbers  No Special ink needed - Use inkjet or laser  Special MICR fonts included  Easy to use - Contains detailed help file  Incredible low one-time cost cms 2 PS PhoneCheck ™ Product Info

11 Slide#: 11© GPS Financial Services 2008-2009Revised 04/11/2009 cms 2 PS PhoneCheck ™ Product Info Challenge:cms 2 AR Check Benefit: Customers incurring expensive C.O.D. feesSave the customer C.O.D. fees High credit card fees for every credit card transaction Save your business credit card fees Uncertain cash flow because of C.O.D. delays Improve cash flow by eliminating C.O.D. delays. Unable to sell to customers who do not have credit cards Increase your sales by selling to customers who do not have credit cards Internet sales limited to customers who have credit cards. Adds the ability to accept checks over the internet. Past due balances from customers who tell you that the “ check in is the mail ”. Collect past due balances by avoiding the “ checks in the mail ” excuse.

12 Slide#: 12© GPS Financial Services 2008-2009Revised 04/11/2009  The cms2PhoneCheck ™ product allows you to easily accept customer check information over the phone, fax, or internet, print it, and deposit it all on the same day. cms 2 PS PhoneCheck ™ Product Info

13 Slide#: 13© GPS Financial Services 2008-2009Revised 04/11/2009 1. Go to the Browse menu and choose Browse Checks. cms 2 PS PhoneCheck ™ Product Info

14 Slide#: 14© GPS Financial Services 2008-2009Revised 04/11/2009 cms 2 PS PhoneCheck ™ Product Info

15 Slide#: 15© GPS Financial Services 2008-2009Revised 04/11/2009 2. Choose “Insert” to create a new check record. cms 2 PS PhoneCheck ™ Product Info

16 Slide#: 16© GPS Financial Services 2008-2009Revised 04/11/2009 cms 2 PS PhoneCheck ™ Product Info

17 Slide#: 17© GPS Financial Services 2008-2009Revised 04/11/2009 3. Enter the necessary customer information. cms 2 PS PhoneCheck ™ Product Info

18 Slide#: 18© GPS Financial Services 2008-2009Revised 04/11/2009 cms 2 PS PhoneCheck ™ Product Info

19 Slide#: 19© GPS Financial Services 2008-2009Revised 04/11/2009 4. Choose “Print the check”. You can now include this payment in today’s bank deposit. cms 2 PS PhoneCheck ™ Product Info

20 Slide#: 20© GPS Financial Services 2008-2009Revised 04/11/2009 cms 2 PS PhoneCheck ™ Product Info

21 Slide#: 21© GPS Financial Services 2008-2009Revised 04/11/2009 cms 2 PS PhoneCheck ™ by CMS to the MAX

22 Slide#: 22© GPS Financial Services 2008-2009Revised 04/11/2009  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 PS PhoneCheck ™ Installation Instructions

23 Slide#: 23© GPS Financial Services 2008-2009Revised 04/11/2009 cms 2 PS PhoneCheck ™ by CMS to the MAX

24 Slide#: 24© GPS Financial Services 2008-2009Revised 04/11/2009  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 PS PhoneCheck ™ Troubleshooting

25 Slide#: 25© GPS Financial Services 2008-2009Revised 04/11/2009 cms 2 PS PhoneCheck ™ by CMS to the MAX

26 Slide#: 26© GPS Financial Services 2008-2009Revised 04/11/2009 cms 2 PS PhoneCheck ™ 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

27 Slide#: 27© GPS Financial Services 2008-2009Revised 04/11/2009 cms 2 PS PhoneCheck ™ by CMS to the MAX

28 Slide#: 28© GPS Financial Services 2008-2009Revised 04/11/2009 cms 2 PS PhoneCheck ™ Technical Information

29 Slide#: 29© GPS Financial Services 2008-2009Revised 04/11/2009 The pricing on future enhancements is not known at this time cms 2 PS PhoneCheck ™ by CMS to the MAX

30 Slide#: 30© GPS Financial Services 2008-2009Revised 04/11/2009 cms 2 PS PhoneCheck ™ Future Plans  Pending

31 Slide#: 31© GPS Financial Services 2008-2009Revised 04/11/2009 cms 2 PS PhoneCheck ™ by CMS to the MAX

32 Slide#: 32© GPS Financial Services 2008-2009Revised 04/11/2009 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) 13337 South Street #352 Cerritos, CA 90703 714 228-5444 Phone 800 531-2944 Fax email us at: sales@CMStotheMAX.com

33 Slide#: 33© GPS Financial Services 2008-2009Revised 04/11/2009 CMS to the MAX & Cougar-Magic

34 Slide#: 34© GPS Financial Services 2008-2009Revised 04/11/2009  cms 2 EM Email ™  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

35 Slide#: 35© GPS Financial Services 2008-2009Revised 04/11/2009 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 & eMail/Fax Payroll & Human Relations Inventory & Purchasing Accounts Receivable & Collections

36 Slide#: 36© GPS Financial Services 2008-2009Revised 04/11/2009 cms 2 PS PhoneCheck ™ by CMS to the MAX

37 Slide#: 37© GPS Financial Services 2008-2009Revised 04/11/2009

38 Slide#: 38© GPS Financial Services 2008-2009Revised 04/11/2009 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

39 Slide#: 39© GPS Financial Services 2008-2009Revised 04/11/2009 cms 2 PS PhoneCheck ™ Enhanced Reports  Pending

40 Slide#: 40© GPS Financial Services 2008-2009Revised 04/11/2009 cms 2 PS PhoneCheck ™ by CMS to the MAX

41 Slide#: 41© GPS Financial Services 2008-2009Revised 04/11/2009 cms 2 PS PhoneCheck ™ Examples  Pending

42 Slide#: 42© GPS Financial Services 2008-2009Revised 04/11/2009 cms 2 PS PhoneCheck ™ by CMS to the MAX

43 Slide#: 43© GPS Financial Services 2008-2009Revised 04/11/2009 cms 2 PS PhoneCheck ™ Tips & Tricks  Pending


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