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Slide#: 1© GPS Financial Services 2008-2009Revised 04/27/2009 cms 2 SM ContactMgr Link ™ Price: Call $$$ (generous discounts on multiple purchase) Cougar.

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Presentation on theme: "Slide#: 1© GPS Financial Services 2008-2009Revised 04/27/2009 cms 2 SM ContactMgr Link ™ Price: Call $$$ (generous discounts on multiple purchase) Cougar."— Presentation transcript:

1 Slide#: 1© GPS Financial Services 2008-2009Revised 04/27/2009 cms 2 SM ContactMgr Link ™ Price: Call $$$ (generous discounts on multiple purchase) Cougar Mountain Software Professional Version

2 Slide#: 2© GPS Financial Services 2008-2009Revised 04/27/2009 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 04/27/2009  To empower the user’s of the Cougar Mountain’s Professional Version: –To improve the ease of use –To assist in spot changes in trends –To maximize cash follow by: reducing inventory under-stock’s/over-stock’s Maximizing collections on accounts receivable –To minimize or eliminate any additional costs when a new version, service pack or smart patch is released by CMS Statement of Goals

4 Slide#: 4© GPS Financial Services 2008-2009Revised 04/27/2009 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

5 Slide#: 5© GPS Financial Services 2008-2009Revised 04/27/2009 cms 2 SM ContactMgr Link ™ by CMS to the MAX

6 Slide#: 6© GPS Financial Services 2008-2009Revised 04/27/2009  Added Functionality  Improved User friendliness  Emailing Ability  Module Integrity Verification  Compatible with CMS Versions 4 through 12 & V2009  Automatically updates itself for version and service pack changes cms 2 SM ContactMgr Link ™ Product Info

7 Slide#: 7© GPS Financial Services 2008-2009Revised 04/27/2009 Cougar Mountain 's CRM Bridge to ACT! Your sales team can save time and energy with this new bridge that integrates CMS Professional Accounting with ACT! (a popular customer relationship management tool). Now your sales team doesn't have to make updates in two different databases when adding or making changes to customer records. With this tool, you can retain prospect contact information in ACT! and maintain a clean database in Cougar Mountain of only customers who place orders. cms 2 SM ContactMgr Link ™ Product Info

8 Slide#: 8© GPS Financial Services 2008-2009Revised 04/27/2009  Order Entry in One Place -- Enter an order in Cougar Mountain Software Support (CMS) by clicking on the Cougar icon in the ACT! Toolbar.  Keep Records Up to Date in One Step -- Update billing addresses in the CMS database, based on information in ACT! or vice versa.  Import Customer Information from ACT! into the CMS database.  Keep the CMS Database "Clean" -- only storing customers that place orders (using ACT! to store customer and prospect data).  Read Purchases Automatically -- See customer purchases recorded automatically in the ACT! notes field. cms 2 SM ContactMgr Link ™ Product Info

9 Slide#: 9© GPS Financial Services 2008-2009Revised 04/27/2009  Address Discrepancy Alert -- If the system detects a discrepancy between a customer's address in ACT! and the billing address in Cougar Mountain, an alert window appears. *This program is workstation specific, therefore separate licenses must be purchased for each computer installation. cms 2 SM ContactMgr Link ™ Product Info

10 Slide#: 10© GPS Financial Services 2008-2009Revised 04/27/2009 cms 2 SM ContactMgr Link ™ by CMS to the MAX

11 Slide#: 11© GPS Financial Services 2008-2009Revised 04/27/2009  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 SM ContactMgr Link ™ Installation Instructions

12 Slide#: 12© GPS Financial Services 2008-2009Revised 04/27/2009 cms 2 SM ContactMgr Link ™ by CMS to the MAX

13 Slide#: 13© GPS Financial Services 2008-2009Revised 04/27/2009  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 SM ContactMgr Link ™ Troubleshooting

14 Slide#: 14© GPS Financial Services 2008-2009Revised 04/27/2009 cms 2 SM ContactMgr Link ™ by CMS to the MAX

15 Slide#: 15© GPS Financial Services 2008-2009Revised 04/27/2009 cms 2 SM ContactMgr Link ™ 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

16 Slide#: 16© GPS Financial Services 2008-2009Revised 04/27/2009 cms 2 SM ContactMgr Link ™ by CMS to the MAX

17 Slide#: 17© GPS Financial Services 2008-2009Revised 04/27/2009 cms 2 SM ContactMgr Link ™ Technical Information

18 Slide#: 18© GPS Financial Services 2008-2009Revised 04/27/2009 The pricing on future enhancements is not known at this time cms 2 SM ContactMgr Link ™ by CMS to the MAX

19 Slide#: 19© GPS Financial Services 2008-2009Revised 04/27/2009 cms 2 SM ContactMgr Link ™ Future Plans  Pending

20 Slide#: 20© GPS Financial Services 2008-2009Revised 04/27/2009 cms 2 SM ContactMgr Link ™ by CMS to the MAX

21 Slide#: 21© GPS Financial Services 2008-2009Revised 04/27/2009 How Can I Get the CMStotheMax tm & Cougar-Magic tm 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

22 Slide#: 22© GPS Financial Services 2008-2009Revised 04/27/2009 CMS to the MAX & Cougar-Magic

23 Slide#: 23© GPS Financial Services 2008-2009Revised 04/27/2009  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

24 Slide#: 24© GPS Financial Services 2008-2009Revised 04/27/2009 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

25 Slide#: 25© GPS Financial Services 2008-2009Revised 04/27/2009 cms 2 SM ContactMgr Link ™ by CMS to the MAX

26 Slide#: 26© GPS Financial Services 2008-2009Revised 04/27/2009

27 Slide#: 27© GPS Financial Services 2008-2009Revised 04/27/2009 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

28 Slide#: 28© GPS Financial Services 2008-2009Revised 04/27/2009 cms 2 SM ContactMgr Link ™ Enhanced Reports  Pending

29 Slide#: 29© GPS Financial Services 2008-2009Revised 04/27/2009 cms 2 SM ContactMgr Link ™ by CMS to the MAX

30 Slide#: 30© GPS Financial Services 2008-2009Revised 04/27/2009 cms 2 SM ContactMgr Link ™ Examples  Pending

31 Slide#: 31© GPS Financial Services 2008-2009Revised 04/27/2009 cms2SM ContactMgr Link ™ by CMS to the MAX

32 Slide#: 32© GPS Financial Services 2008-2009Revised 04/27/2009 cms 2 SM ContactMgr Link ™ Tips & Tricks  Pending

33 Slide#: 33© GPS Financial Services 2008-2009Revised 04/27/2009 Cougar-Magic.com Products


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