Slide#: 1 © GPS Financial Services 2008-2009 Revised 04/11/2009 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
Dec 18, 2015
Slide#: 1 © GPS Financial Services 2008-2009Revised 04/11/2009
cms2PS PhoneCheck ™Includes cms2FaxCheck ™ & cms2WebCheck ™
Price: $88 Demo Version Available
60 Day Money Back Guarantee
cms2PS PhoneCheck ™Includes cms2FaxCheck ™ & cms2WebCheck ™
Price: $88 Demo Version Available
60 Day Money Back Guarantee
Cougar Mountain Software
Professional Version
Slide#: 2 © GPS Financial Services 2008-2009Revised 04/11/2009
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
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 presentationSections to this presentation
Slide#: 4 © GPS Financial Services 2008-2009Revised 04/11/2009
cms2PS PhoneCheck ™ by CMS to the MAX
cms2PS PhoneCheck ™ by CMS to the MAX
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
cms2PS PhoneCheck ™ Product Info
cms2PS PhoneCheck ™ Product Info
Slide#: 6 © GPS Financial Services 2008-2009Revised 04/11/2009
cms2PS PhoneCheck ™ Product Info
cms2PS PhoneCheck ™ Product Info
Select Function
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.
cms2PS PhoneCheck ™ Product Info
cms2PS PhoneCheck ™ Product Info
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.
cms2PS PhoneCheck ™ Product Info
cms2PS PhoneCheck ™ Product Info
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
cms2PS PhoneCheck ™ Product Info
cms2PS PhoneCheck ™ Product Info
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
cms2PS PhoneCheck ™ Product Info
cms2PS PhoneCheck ™ Product Info
Slide#: 11 © GPS Financial Services 2008-2009Revised 04/11/2009
cms2PS PhoneCheck ™ Product Info
cms2PS PhoneCheck ™ Product Info
Challenge: cms2AR Check Benefit:
Customers incurring expensive C.O.D. fees Save the customer C.O.D. fees
High credit card fees for every credit cardtransaction
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 havecredit cards
Increase your sales by selling tocustomers who do not have credit cards
Internet sales limited to customers who havecredit cards.
Adds the ability to accept checks over theinternet.
Past due balances from customers who tell youthat the “check in is the mail”.
Collect past due balances by avoiding the“checks in the mail” excuse.
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.
cms2PS PhoneCheck ™ Product Info
cms2PS PhoneCheck ™ Product Info
Slide#: 13 © GPS Financial Services 2008-2009Revised 04/11/2009
1. Go to the Browse menu and choose Browse Checks.
cms2PS PhoneCheck ™ Product Info
cms2PS PhoneCheck ™ Product Info
Slide#: 14 © GPS Financial Services 2008-2009Revised 04/11/2009
cms2PS PhoneCheck ™ Product Info
cms2PS PhoneCheck ™ Product Info
Slide#: 15 © GPS Financial Services 2008-2009Revised 04/11/2009
2. Choose “Insert” to create a new check record.
cms2PS PhoneCheck ™ Product Info
cms2PS PhoneCheck ™ Product Info
Slide#: 16 © GPS Financial Services 2008-2009Revised 04/11/2009
cms2PS PhoneCheck ™ Product Info
cms2PS PhoneCheck ™ Product Info
Slide#: 17 © GPS Financial Services 2008-2009Revised 04/11/2009
3. Enter the necessary customer information.
cms2PS PhoneCheck ™ Product Info
cms2PS PhoneCheck ™ Product Info
Slide#: 18 © GPS Financial Services 2008-2009Revised 04/11/2009
cms2PS PhoneCheck ™ Product Info
cms2PS PhoneCheck ™ Product Info
Slide#: 19 © GPS Financial Services 2008-2009Revised 04/11/2009
4. Choose “Print the check”. You can now include thispayment in today’s bank deposit.
cms2PS PhoneCheck ™ Product Info
cms2PS PhoneCheck ™ Product Info
Slide#: 20 © GPS Financial Services 2008-2009Revised 04/11/2009
cms2PS PhoneCheck ™ Product Info
cms2PS PhoneCheck ™ Product Info
Slide#: 21 © GPS Financial Services 2008-2009Revised 04/11/2009
cms2PS PhoneCheck ™ by CMS to the MAX
cms2PS PhoneCheck ™ by CMS to the MAX
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.
cms2PS PhoneCheck ™ Installation Instructions
cms2PS PhoneCheck ™ Installation Instructions
Slide#: 23 © GPS Financial Services 2008-2009Revised 04/11/2009
cms2PS PhoneCheck ™ by CMS to the MAX
cms2PS PhoneCheck ™ by CMS to the MAX
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.
cms2PS PhoneCheck ™ Troubleshooting
cms2PS PhoneCheck ™ Troubleshooting
Slide#: 25 © GPS Financial Services 2008-2009Revised 04/11/2009
cms2PS PhoneCheck ™ by CMS to the MAX
cms2PS PhoneCheck ™ by CMS to the MAX
Slide#: 26 © GPS Financial Services 2008-2009Revised 04/11/2009
cms2PS PhoneCheck ™ Upgrades, Service Packs & Smart Patches
cms2PS 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
Slide#: 27 © GPS Financial Services 2008-2009Revised 04/11/2009
cms2PS PhoneCheck ™ by CMS to the MAX
cms2PS PhoneCheck ™ by CMS to the MAX
Slide#: 28 © GPS Financial Services 2008-2009Revised 04/11/2009
cms2PS PhoneCheck ™ Technical Information
cms2PS PhoneCheck ™ Technical Information
Slide#: 29 © GPS Financial Services 2008-2009Revised 04/11/2009
The pricing on future enhancements is not known at this time
cms2PS PhoneCheck ™ by CMS to the MAX
cms2PS PhoneCheck ™ by CMS to the MAX
Slide#: 30 © GPS Financial Services 2008-2009Revised 04/11/2009
cms2PS PhoneCheck ™ Future Plans
cms2PS PhoneCheck ™ Future Plans
Pending
Slide#: 31 © GPS Financial Services 2008-2009Revised 04/11/2009
cms2PS PhoneCheck ™ by CMS to the MAX
cms2PS PhoneCheck ™ by CMS to the MAX
Slide#: 32 © GPS Financial Services 2008-2009Revised 04/11/2009
How Can I Get the CMStotheMax ™ Products?
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: [email protected]
Slide#: 33 © GPS Financial Services 2008-2009Revised 04/11/2009
CMS to the MAX & Cougar-MagicCMS to the MAX & Cougar-Magic
Slide#: 34 © GPS Financial Services 2008-2009Revised 04/11/2009
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
Slide#: 35 © GPS Financial Services 2008-2009Revised 04/11/2009
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
Slide#: 36 © GPS Financial Services 2008-2009Revised 04/11/2009
cms2PS PhoneCheck ™ by CMS to the MAX
cms2PS PhoneCheck ™ by CMS to the MAX
Slide#: 37 © GPS Financial Services 2008-2009Revised 04/11/2009
Slide#: 38 © GPS Financial Services 2008-2009Revised 04/11/2009
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
Slide#: 39 © GPS Financial Services 2008-2009Revised 04/11/2009
cms2PS PhoneCheck ™ Enhanced Reports
cms2PS PhoneCheck ™ Enhanced Reports
Pending
Slide#: 40 © GPS Financial Services 2008-2009Revised 04/11/2009
cms2PS PhoneCheck ™ by CMS to the MAX
cms2PS PhoneCheck ™ by CMS to the MAX
Slide#: 41 © GPS Financial Services 2008-2009Revised 04/11/2009
cms2PS PhoneCheck ™ Examples
cms2PS PhoneCheck ™ Examples
Pending
Slide#: 42 © GPS Financial Services 2008-2009Revised 04/11/2009
cms2PS PhoneCheck ™ by CMS to the MAX
cms2PS PhoneCheck ™ by CMS to the MAX
Slide#: 43 © GPS Financial Services 2008-2009Revised 04/11/2009
cms2PS PhoneCheck ™ Tips & Tricks
cms2PS PhoneCheck ™ Tips & Tricks
Pending