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Slide#: 1© GPS Financial Services 2008-2009Revised 03/28/2009 cms 2 AR ShiptoMtn ™ cms 2 OE Mini-ContactMgr ™ Price $99 (generous discounts on multiple purchase) Cougar Mountain Software Professional Version
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Slide#: 2© GPS Financial Services 2008-2009Revised 03/28/2009 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$ 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
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Slide#: 3© GPS Financial Services 2008-2009Revised 03/28/2009 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 A Bit More Advertising
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Slide#: 4© GPS Financial Services 2008-2009Revised 03/28/2009 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 cms 2 AR Mini-ContactMgr ™ Sections to this presentation
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Slide#: 5© GPS Financial Services 2008-2009Revised 03/28/2009 cms 2 AR Mini-ContactMgr ™ by CMS to the MAX
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Slide#: 6© GPS Financial Services 2008-2009Revised 03/28/2009 cms 2 AR Mini-ContactMgr ™ Product Info Added Functionality Improved User-friendliness Credit and collection tools Allows for easy updating and corrections Can be used to keep track of an unlimited number of contacts names by putting their names in the Shipping Company Name Field > Creatively, a user could make up a Title/Position Code, like - zz-AP\Sally Struthers (AP Clerk) - zz-CT\Chris Brakenship (Controller) - zz-OW\Herman Wright (Owner)
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Slide#: 7© GPS Financial Services 2008-2009Revised 03/28/2009 User can Ship to Addresses one at a time cms 2 AR Mini-ContactMgr ™ Product Info
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Slide#: 8© GPS Financial Services 2008-2009Revised 03/28/2009 Enter the details
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Slide#: 9© GPS Financial Services 2008-2009Revised 03/28/2009 cms 2 AR Mini-ContactMgr ™ by CMS to the MAX
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Slide#: 10© GPS Financial Services 2008-2009Revised 03/28/2009 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 AR Mini-ContactMgr ™ Product Info
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Slide#: 11© GPS Financial Services 2008-2009Revised 03/28/2009 cms 2 AR Mini-ContactMgr ™ by CMS to the MAX
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Slide#: 12© GPS Financial Services 2008-2009Revised 03/28/2009 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 AR Mini-ContactMgr ™ Installation Instructions
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Slide#: 13© GPS Financial Services 2008-2009Revised 03/28/2009 cms 2 AR Mini-ContactMgr ™ by CMS to the MAX
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Slide#: 14© GPS Financial Services 2008-2009Revised 03/28/2009 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 AR Mini-ContactMgr ™ Troubleshooting
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Slide#: 15© GPS Financial Services 2008-2009Revised 03/28/2009 cms 2 AR Mini-ContactMgr ™ by CMS to the MAX
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Slide#: 16© GPS Financial Services 2008-2009Revised 03/28/2009 cms 2 AR Mini-ContactMgr ™ 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
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Slide#: 17© GPS Financial Services 2008-2009Revised 03/28/2009 cms 2 AR Mini-ContactMgr ™ by CMS to the MAX
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Slide#: 18© GPS Financial Services 2008-2009Revised 03/28/2009 cms 2 AR Mini-ContactMgr ™ Technical Information
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Slide#: 19© GPS Financial Services 2008-2009Revised 03/28/2009 The pricing on future enhancements is not known at this time cms 2 AR Mini-ContactMgr ™ by CMS to the MAX
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Slide#: 20© GPS Financial Services 2008-2009Revised 03/28/2009 cms 2 AR Mini-ContactMgr ™ Future Plans Pending
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Slide#: 21© GPS Financial Services 2008-2009Revised 03/28/2009 cms 2 AR Mini-ContactMgr ™ by CMS to the MAX
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Slide#: 22© GPS Financial Services 2008-2009Revised 03/28/2009 How Can I Get the CMStotheMax ™ Products? You can get cms 2 OE_CollectionComments&Notes ™ from your local 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 sales@CMStotheMAX.com
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Slide#: 23© GPS Financial Services 2008-2009Revised 03/28/2009 CMS to the MAX & Cougar-Magic
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Slide#: 24© GPS Financial Services 2008-2009Revised 03/28/2009 CMStotheMax.com & Cougar-Magic.com Products cms 2 PR ADP ™ cms 2 PR UDF+ ™ cms 2 PR MaxPak ’ s ™ cms 2 PR CertifiedPR-Forms ™ cms 2 PR History-99Yr ™ cms 2 PR ReportsEnh ™ cms 2 PR CertifiedPR-Forms ™ cms 2 PR QckChg ™ cms 2 PR Time&Attendance cms 2 PR TimeclockBridge cms 2 EX Excel ™ cms 2 RRW Reports ™ cms 2 R&R LearnCD ™ cms 2 AutoArchiver ™ cms 2 SY ASP ™ cms 2 BU Backup+ ™ cms 2 SY CriticalFilesBU ™ cms 2 SP Speedup ™ cms 2 SY Checklists ™ cms 2 SY ErrorFixing ™
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Slide#: 25© GPS Financial Services 2008-2009Revised 03/28/2009 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
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Slide#: 26© GPS Financial Services 2008-2009Revised 03/28/2009 cms 2 AR Mini-ContactMgr ™ Enhanced Reports Pending
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Slide#: 27© GPS Financial Services 2008-2009Revised 03/28/2009 cms 2 AR Mini-ContactMgr ™ by CMS to the MAX
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Slide#: 28© GPS Financial Services 2008-2009Revised 03/28/2009 cms 2 AR Mini-ContactMgr ™ Examples Pending
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Slide#: 29© GPS Financial Services 2008-2009Revised 03/28/2009 cms 2 AR Mini-ContactMgr ™ by CMS to the MAX
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Slide#: 30© GPS Financial Services 2008-2009Revised 03/28/2009 cms 2 AR Mini-ContactMgr ™ Tips & Tricks Pending
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