slide#: 1© gps financial services 2008-2009revised 04/27/2009 cms 2 sm contactmgr link ™ price:...

Slide#: 1 © GPS Financial Services 2008-2009Revised 04/27/2009

cms2SM ContactMgr Link ™

Price: Call $$$(generous discounts on multiple purchase)

cms2SM ContactMgr Link ™

Price: Call $$$(generous discounts on multiple purchase)

Cougar Mountain Software

Professional Version


Product & Bundle Pricing>> Highest Product full price <<

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


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 GoalsStatement of Goals


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 presentationSections to this presentation


cms2SM ContactMgr Link ™ by CMS to the MAX



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

cms2SM ContactMgr Link ™ Product Info



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.




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.




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.




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.

cms2SM ContactMgr Link ™ Installation Instructions

cms2SM ContactMgr Link ™ Installation Instructions


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.

cms2SM ContactMgr Link ™ Troubleshooting

cms2SM ContactMgr Link ™ Troubleshooting


cms2SM ContactMgr Link ™ Upgrades, Service Packs & Smart Patches

cms2SM 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


cms2SM ContactMgr Link ™ Technical Information

cms2SM ContactMgr Link ™ Technical Information


The pricing on future enhancements is not known at this time




cms2SM ContactMgr Link ™ Future Plans

cms2SM ContactMgr Link ™ Future Plans

Pending


How Can I Get the CMStotheMax tm & Cougar-Magic tm Products?

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: [email protected]


CMS to the MAX & Cougar-MagicCMS to the MAX & Cougar-Magic


cms2EM Email ™

cms2EX Excel ™

cms2EM PDFblaster ™

cms2AR PowerEntry+ ™

cms2AR AutoCreditHold ™

cms2SY Lookup-Enh ™

cms2OE Collection-Notes ™

cms2AR PastDueNoticestm

cms2CM Collections ™

cms2RRW Reportstm

cms2R&R LearnCDtm

cms2RAR AreaCodeFix ™

cms2OE Unpost ™

cms2R&R LearnCDtm

cms2SH UPS/Fedex/more ™

cms2SH ShippingAcknow ™

cms2CT ContactMgt ™

Cougar-Magic ™ cms2SY UDF ™

Top Sellers & New ProductsTop Sellers & New Products


Product OverviewProduct Overview

Accounts Receivable& Collections

Inventory& Purchasing

Payroll &Human Relations

Export toExcel/PDF

& eMail/Fax Software &Hardware

Sales

Security &User-friendliness

& More

Support Services& Training

General Ledger& Taxes

ReportsEnhanced

Selling &Shipping/Acknow.

Overview


Enhanced & Custom Reports PricingEnhanced & 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


cms2SM ContactMgr Link ™ Enhanced Reports

cms2SM ContactMgr Link ™ Enhanced Reports

Pending


cms2SM ContactMgr Link ™ Examples

cms2SM ContactMgr Link ™ Examples

Pending


cms2SM ContactMgr Link ™ Tips & Tricks

cms2SM ContactMgr Link ™ Tips & Tricks

Pending


Cougar-Magic.com ProductsCougar-Magic.com Products

slide#: 1© gps financial services 2008-2009revised 04/27/2009 cms 2 sm contactmgr link ™ price:...

Documents

gps financial services

sm contactmgr link price

generous discounts