AOC 2002 - Session #1 of 2

RemoteDesk & eCommerce

Summary

• Administrator Types

• Client/Remote Add-ons

• Installation - Free RDEC Eval

• Steps/Requirements for setup

• Installation Pitfalls

• Markets

• Q&A + Session 2 Overview

Introduction

• RemoteDesk is an integrated system that allows you to process quotes and receive sales orders, invoices and customers from remote sources, for direct posting into your ACCPAC Plus, ACCPAC for Windows or Adagio accounting system.

• Via laptop, PocketPC handheld device or web

• Complete remote document • management

..All from one product!

Immediate Benefits

Easily collect sales data directly into your accounting system 24/7

Order integration means quicker turnaroundEliminates mistakes, reduces frustrationNo more re-keying, order delays and fully

automated for the cost of a local callDistribute data such as customer information

and item pricing back to your key customers, sales reps, branch offices and the web

Components

Administrators

“Efficiently manages ANY number of remote sites. It is the traffic controller of remote sourced data, monitoring and protecting the flow of information into and out of your accounting system”

….RemoteDesk ensures your data is safe

(1)RemoteDesk (Administrator)

(2)RemoteDesk eCommerce

(3)RemoteDesk Tradeshow

Client Types

“A full order entry and quote system that synchronizes data such as customers, inventory, pricing, shipping status and account balances between the remote and the accounting system.

….Automatic updating of orders to H/O

(1)Client (Orders)

(2)Invoicer (Orders & Invoices)

(3)RemoteCE- PocketPC interface

(4)Customer

Invoicer

For Order Entry “Enables your sales reps or branch

offices to invoice at their site, and update

H/O with the details.”

For Windows Accounts Receivable“Allows users to create orders and keep them open until

time to invoice. Then it posts directly to A/R.

No O/E or I/C required.”

Makes your laptop a portable

office.

Customer

“Let’s customers send you orders 24 hours a day, and puts the power of ordering where it belongs .”

Empower customers Increase loyalty

Improve customer service

Reduce overhead

Timely order processing

Updates AR balance, order status

and more.

….Keeps your customers up-to-date

RemoteCE

““Provides access to corporate customer

data and item pricing on a PocketPC

device.

Sales order updating is just an e-mail away.”

Portability plus... Log on for minutes, not hours

Leave your customer with a printed copy

Great for trade shows, sales routes, and store outlet visits

….Puts the power in the palm of your hand

Client Add-ons

- Allows you to send e-mails

that contain the orders or

invoices in graphic or text format

- Integrates to contact manager

- Integrates to contact manager

- Softkey add-on

Specialty Add-ons

- Allows you to accept immediate cash payments for processing to the A/R. Also does currency conversion.

- Converts data into an EFT batch for processing at a bank.

- Uses an on-line form to collect orders for updating to H/O

- On-line order entry with direct connection to real-time data

Tradeshow (Administrator)

Barcoding Power

Using a PocketPC device such as the Symbol PPT 2700, or add a bar code wand to a PocketPC you can automatically scan and retrieve item data.

Boost productivity and improve accuracy

Manage data at the point of activity

Improve inventory and lower costs

No rekeying, lost orders or delays in shipping

…. Empower your sales team! Efficiency on the road!

eCommerce (Administrator)

• RemoteDesk e.Commerce can get you up and running both on, and of the web, with complete end-to-end integration from your back office accounting to your corporate web site. Supports most shopping cart scenarios.

• Can be custom tailored for any outsourced web sales• Bravo can dot.com your business using our e.enabled

products, services and dealer network.

….Proven e.business solutions.

RemoteDesk Features

• Centralized EC ordering and invoicing from ANY type of remote source

• Communication using existing e-mail• Extensive import/export function for unlimited

access• Many built-in options for custom tailoring• Easy update of customers, price lists, items and

order status• Custom reporting with Crystal Reports

Install Cycle

THE WIZARD• Install Administrator at H/O• Setup Administrator and import data

Use Accounting Interface Guide for this!• Install Remote Site and register with Admin. - Quick on-

line deployment • Start creating and sending orders• Register Administrator with Bravo

Proceed with the installation

Pitfalls

• Memory - Need at 128 Meg Ram• Mail ID, PopServer names, SMTP names -

they must be EXACT. You can’t guess.• Running live companies using sample data • Remote Site registration steps - use• setup wizard• Crystal Reports - save as v7

Be a Bravo member

Market Opportunities

Any company that sells a product (OE/IC/AR) Companies with sales reps - inside/out Companies with branch offices or dealer

networks Companies with high volume customers Companies considering Electronic Commerce,

web, handheld integration Distribution environments …...about 60% of your existing database

Look to Bravo

For over 16 years we have continued

to provide leading edge ACCPAC

solutions at cost-effective prices

We have extensive, in depth knowledge of technology, services, e.Commerce, accounting, and HTML, JAVA, ActiveX, XML

Top quality, priority technical support

RemoteDesk can handle all your remote types, PC’s, handhelds, the web….

….The possibilities are endless!

Key Selling Factors

• Windows product that works for ACCPAC Plus, ACCPAC for Windows and Adagio.

• Not ‘on-the-web’. Inexpensive and easy• Remote sites do not require any additional

accounting software. RD replaces all this• For sales reps it integrates to GoldMine, ACT! and

Outlook, plus operates from a PocketPC device to complete sales cycle

Saves you thousands of dollars...

Closing the Sale

No need for expensive firewalls No security issues No exposure to accounting data No special hardware No dedicated connections required No special technical staff No accounting software required at remote site!• Uses existing e-mail technologies

Customer References

Playmobil USA - RemoteDesk & RemoteCE for SAP Accounting environment - Toy manufr. and distributor

Map Art Publishing - largest map distributor in Canada.

RemoteDesk, RemoteCE and Invoicer for

48 sales reps

ELBY GIFTS - RemoteDesk Tradeshow

LaserCycle - RemoteDesk eCommerce

Italpasta - Food distribution

…. Plus many more!

More Products & Services

ACCPAC integrationACCFAX-Direct faxing from Plus

Remote OE.W - send orders, invoices & c-notes to H/O for Plus & Windows

EDI-PAC/2000 - Plus, Windows or Adagio

Services Custom Programming

Web Design and E.Commerce integration

EDI Integrators

...Since 1985

What’s Next

• 7 Steps to easy eCommerce• Set-up eCommerce options in

RemoteDesk• Look at linking to HTML pages• Linking to market based Shopping Carts• Linking to RemoteShop • plus you’ll get a FREE Bravo Polo

Seminar#2 - 9:50-11:00am

See you there!

Pacific Room

RemoteDesk & eCommerce