slide#: 1© gps financial services 2008-2009revised 04/10/2009 cms 2 in excel-basic ™ includes cms...

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Slide#: 1 © GPS Financial Services 2008- 2009 Revised 04/10/2009 cms 2 IN Excel-Basic includes cms 2 PDF & cms2Email Price: Call $199.00 Demo Version Available 60 Day Money Back Guarantee (generous discounts on multiple purchase) Cougar Mountain Software Professional Version

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Page 1: Slide#: 1© GPS Financial Services 2008-2009Revised 04/10/2009 cms 2 IN Excel-Basic ™ includes cms 2 PDF ™ & cms2Email ™ Price: Call $199.00 Demo Version

Slide#: 1 © GPS Financial Services 2008-2009Revised 04/10/2009

cms2IN Excel-Basic ™includes cms2PDF™ & cms2Email™

Price: Call $199.00Demo Version Available

60 Day Money Back Guarantee(generous discounts on multiple purchase)

cms2IN Excel-Basic ™includes cms2PDF™ & cms2Email™

Price: Call $199.00Demo Version Available

60 Day Money Back Guarantee(generous discounts on multiple purchase)

Cougar Mountain Software

Professional Version

Page 2: Slide#: 1© GPS Financial Services 2008-2009Revised 04/10/2009 cms 2 IN Excel-Basic ™ includes cms 2 PDF ™ & cms2Email ™ Price: Call $199.00 Demo Version

Slide#: 2 © GPS Financial Services 2008-2009Revised 04/10/2009

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

Page 3: Slide#: 1© GPS Financial Services 2008-2009Revised 04/10/2009 cms 2 IN Excel-Basic ™ includes cms 2 PDF ™ & cms2Email ™ Price: Call $199.00 Demo Version

Slide#: 3 © GPS Financial Services 2008-2009Revised 04/10/2009

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 GoalsStatement of Goals

Page 4: Slide#: 1© GPS Financial Services 2008-2009Revised 04/10/2009 cms 2 IN Excel-Basic ™ includes cms 2 PDF ™ & cms2Email ™ Price: Call $199.00 Demo Version

Slide#: 4 © GPS Financial Services 2008-2009Revised 04/10/2009

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

Page 5: Slide#: 1© GPS Financial Services 2008-2009Revised 04/10/2009 cms 2 IN Excel-Basic ™ includes cms 2 PDF ™ & cms2Email ™ Price: Call $199.00 Demo Version

Slide#: 5 © GPS Financial Services 2008-2009Revised 04/10/2009

cms2IN Excel-Basic ™ by CMS to the MAX

cms2IN Excel-Basic ™ by CMS to the MAX

Page 6: Slide#: 1© GPS Financial Services 2008-2009Revised 04/10/2009 cms 2 IN Excel-Basic ™ includes cms 2 PDF ™ & cms2Email ™ Price: Call $199.00 Demo Version

Slide#: 6 © GPS Financial Services 2008-2009Revised 04/10/2009

Added Functionality

Improved User friendliness

Emailing Ability

Export to Excel

Credit and collection tools

Compatible with CMS Versions 4 through 12 & V2009

Automatically updates itself for version and service pack changes

cms2IN Excel-Basic ™ Product Info

cms2IN Excel-Basic ™ Product Info

Page 7: Slide#: 1© GPS Financial Services 2008-2009Revised 04/10/2009 cms 2 IN Excel-Basic ™ includes cms 2 PDF ™ & cms2Email ™ Price: Call $199.00 Demo Version

Slide#: 7 © GPS Financial Services 2008-2009Revised 04/10/2009

The cms2IN Excel-Basictm product allows you to easily convert a PDF

document into Microsoft Excel.

What does cmsWhat does cms22IN Excel-BasicIN Excel-Basic™™ do? do?What does cmsWhat does cms22IN Excel-BasicIN Excel-Basic™™ do? do?

Page 8: Slide#: 1© GPS Financial Services 2008-2009Revised 04/10/2009 cms 2 IN Excel-Basic ™ includes cms 2 PDF ™ & cms2Email ™ Price: Call $199.00 Demo Version

Slide#: 8 © GPS Financial Services 2008-2009Revised 04/10/2009

What does cmsWhat does cms22ExcelExcel™™ look like? look like?What does cmsWhat does cms22ExcelExcel™™ look like? look like?

The cms2IN Excel-Basictm Toolbar

Page 9: Slide#: 1© GPS Financial Services 2008-2009Revised 04/10/2009 cms 2 IN Excel-Basic ™ includes cms 2 PDF ™ & cms2Email ™ Price: Call $199.00 Demo Version

Slide#: 9 © GPS Financial Services 2008-2009Revised 04/10/2009

What does cmsWhat does cms22ExcelExcel™™ look like? look like?What does cmsWhat does cms22ExcelExcel™™ look like? look like?

The cms2IN Excel-Basictm File Menu

Page 10: Slide#: 1© GPS Financial Services 2008-2009Revised 04/10/2009 cms 2 IN Excel-Basic ™ includes cms 2 PDF ™ & cms2Email ™ Price: Call $199.00 Demo Version

Slide#: 10 © GPS Financial Services 2008-2009Revised 04/10/2009

What does cmsWhat does cms22ExcelExcel™™ look like? look like?What does cmsWhat does cms22ExcelExcel™™ look like? look like?

1. Locate the PDF file that you would like converted and open it.

Page 11: Slide#: 1© GPS Financial Services 2008-2009Revised 04/10/2009 cms 2 IN Excel-Basic ™ includes cms 2 PDF ™ & cms2Email ™ Price: Call $199.00 Demo Version

Slide#: 11 © GPS Financial Services 2008-2009Revised 04/10/2009

What does cmsWhat does cms22ExcelExcel™™ look like? look like?What does cmsWhat does cms22ExcelExcel™™ look like? look like?

2. Select the data that you would like to convert.

Page 12: Slide#: 1© GPS Financial Services 2008-2009Revised 04/10/2009 cms 2 IN Excel-Basic ™ includes cms 2 PDF ™ & cms2Email ™ Price: Call $199.00 Demo Version

Slide#: 12 © GPS Financial Services 2008-2009Revised 04/10/2009

Converting a File to ExcelConverting a File to ExcelConverting a File to ExcelConverting a File to Excel

3. Select Convert to Excel from either the File Menu or the Toolbar.

Page 13: Slide#: 1© GPS Financial Services 2008-2009Revised 04/10/2009 cms 2 IN Excel-Basic ™ includes cms 2 PDF ™ & cms2Email ™ Price: Call $199.00 Demo Version

Slide#: 13 © GPS Financial Services 2008-2009Revised 04/10/2009

Converting a File to ExcelConverting a File to ExcelConverting a File to ExcelConverting a File to Excel

4. A dialog box will pop up asking if you would like an automatic or custom conversion. Make your selection and then click on “Convert”.

Page 14: Slide#: 1© GPS Financial Services 2008-2009Revised 04/10/2009 cms 2 IN Excel-Basic ™ includes cms 2 PDF ™ & cms2Email ™ Price: Call $199.00 Demo Version

Slide#: 14 © GPS Financial Services 2008-2009Revised 04/10/2009

Converting a File to ExcelConverting a File to ExcelConverting a File to ExcelConverting a File to Excel

5. If you chose Automatic conversion then the conversion is complete. If you chose Custom conversion, move the vertical lines as needed or add more lines.

Page 15: Slide#: 1© GPS Financial Services 2008-2009Revised 04/10/2009 cms 2 IN Excel-Basic ™ includes cms 2 PDF ™ & cms2Email ™ Price: Call $199.00 Demo Version

Slide#: 15 © GPS Financial Services 2008-2009Revised 04/10/2009

Converting a File to ExcelConverting a File to ExcelConverting a File to ExcelConverting a File to Excel

6. Once you have completed the column placements, click on the Convert to Excel button on the Toolbar.

Page 16: Slide#: 1© GPS Financial Services 2008-2009Revised 04/10/2009 cms 2 IN Excel-Basic ™ includes cms 2 PDF ™ & cms2Email ™ Price: Call $199.00 Demo Version

Slide#: 16 © GPS Financial Services 2008-2009Revised 04/10/2009

cms2IN Excel-Basic ™ by CMS to the MAX

cms2IN Excel-Basic ™ by CMS to the MAX

Page 17: Slide#: 1© GPS Financial Services 2008-2009Revised 04/10/2009 cms 2 IN Excel-Basic ™ includes cms 2 PDF ™ & cms2Email ™ Price: Call $199.00 Demo Version

Slide#: 17 © GPS Financial Services 2008-2009Revised 04/10/2009

Pending

cms2IN Excel-Basic ™ Installation Instructions

cms2IN Excel-Basic ™ Installation Instructions

Page 18: Slide#: 1© GPS Financial Services 2008-2009Revised 04/10/2009 cms 2 IN Excel-Basic ™ includes cms 2 PDF ™ & cms2Email ™ Price: Call $199.00 Demo Version

Slide#: 18 © GPS Financial Services 2008-2009Revised 04/10/2009

cms2IN Excel-Basic ™ by CMS to the MAX

cms2IN Excel-Basic ™ by CMS to the MAX

Page 19: Slide#: 1© GPS Financial Services 2008-2009Revised 04/10/2009 cms 2 IN Excel-Basic ™ includes cms 2 PDF ™ & cms2Email ™ Price: Call $199.00 Demo Version

Slide#: 19 © GPS Financial Services 2008-2009Revised 04/10/2009

Pending

cms2IN Excel-Basic ™ Troubleshooting

cms2IN Excel-Basic ™ Troubleshooting

Page 20: Slide#: 1© GPS Financial Services 2008-2009Revised 04/10/2009 cms 2 IN Excel-Basic ™ includes cms 2 PDF ™ & cms2Email ™ Price: Call $199.00 Demo Version

Slide#: 20 © GPS Financial Services 2008-2009Revised 04/10/2009

cms2IN Excel-Basic ™ by CMS to the MAX

cms2IN Excel-Basic ™ by CMS to the MAX

Page 21: Slide#: 1© GPS Financial Services 2008-2009Revised 04/10/2009 cms 2 IN Excel-Basic ™ includes cms 2 PDF ™ & cms2Email ™ Price: Call $199.00 Demo Version

Slide#: 21 © GPS Financial Services 2008-2009Revised 04/10/2009

cms2IN Excel-Basic ™Upgrades, Service Packs & Smart Patches

cms2IN Excel-Basic ™Upgrades, Service Packs & Smart Patches

Pending

Page 22: Slide#: 1© GPS Financial Services 2008-2009Revised 04/10/2009 cms 2 IN Excel-Basic ™ includes cms 2 PDF ™ & cms2Email ™ Price: Call $199.00 Demo Version

Slide#: 22 © GPS Financial Services 2008-2009Revised 04/10/2009

cms2IN Excel-Basic ™ by CMS to the MAX

cms2IN Excel-Basic ™ by CMS to the MAX

Page 23: Slide#: 1© GPS Financial Services 2008-2009Revised 04/10/2009 cms 2 IN Excel-Basic ™ includes cms 2 PDF ™ & cms2Email ™ Price: Call $199.00 Demo Version

Slide#: 23 © GPS Financial Services 2008-2009Revised 04/10/2009

cms2IN Excel-Basic ™Technical Information

cms2IN Excel-Basic ™Technical Information

Page 24: Slide#: 1© GPS Financial Services 2008-2009Revised 04/10/2009 cms 2 IN Excel-Basic ™ includes cms 2 PDF ™ & cms2Email ™ Price: Call $199.00 Demo Version

Slide#: 24 © GPS Financial Services 2008-2009Revised 04/10/2009

The pricing on future enhancements is not known at this time

cms2IN Excel-Basic ™ by CMS to the MAX

cms2IN Excel-Basic ™ by CMS to the MAX

Page 25: Slide#: 1© GPS Financial Services 2008-2009Revised 04/10/2009 cms 2 IN Excel-Basic ™ includes cms 2 PDF ™ & cms2Email ™ Price: Call $199.00 Demo Version

Slide#: 25 © GPS Financial Services 2008-2009Revised 04/10/2009

cms2IN Excel-Basic ™Future Plans

cms2IN Excel-Basic ™Future Plans

Pending

Page 26: Slide#: 1© GPS Financial Services 2008-2009Revised 04/10/2009 cms 2 IN Excel-Basic ™ includes cms 2 PDF ™ & cms2Email ™ Price: Call $199.00 Demo Version

Slide#: 26 © GPS Financial Services 2008-2009Revised 04/10/2009

cms2IN Excel-Basic ™ by CMS to the MAX

cms2IN Excel-Basic ™ by CMS to the MAX

Page 27: Slide#: 1© GPS Financial Services 2008-2009Revised 04/10/2009 cms 2 IN Excel-Basic ™ includes cms 2 PDF ™ & cms2Email ™ Price: Call $199.00 Demo Version

Slide#: 27 © GPS Financial Services 2008-2009Revised 04/10/2009

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]

Page 28: Slide#: 1© GPS Financial Services 2008-2009Revised 04/10/2009 cms 2 IN Excel-Basic ™ includes cms 2 PDF ™ & cms2Email ™ Price: Call $199.00 Demo Version

Slide#: 28 © GPS Financial Services 2008-2009Revised 04/10/2009

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

Page 29: Slide#: 1© GPS Financial Services 2008-2009Revised 04/10/2009 cms 2 IN Excel-Basic ™ includes cms 2 PDF ™ & cms2Email ™ Price: Call $199.00 Demo Version

Slide#: 29 © GPS Financial Services 2008-2009Revised 04/10/2009

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

Page 30: Slide#: 1© GPS Financial Services 2008-2009Revised 04/10/2009 cms 2 IN Excel-Basic ™ includes cms 2 PDF ™ & cms2Email ™ Price: Call $199.00 Demo Version

Slide#: 30 © GPS Financial Services 2008-2009Revised 04/10/2009

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

Page 31: Slide#: 1© GPS Financial Services 2008-2009Revised 04/10/2009 cms 2 IN Excel-Basic ™ includes cms 2 PDF ™ & cms2Email ™ Price: Call $199.00 Demo Version

Slide#: 31 © GPS Financial Services 2008-2009Revised 04/10/2009

cms2IN Excel-Basic ™by CMS to the MAX

cms2IN Excel-Basic ™by CMS to the MAX

Page 32: Slide#: 1© GPS Financial Services 2008-2009Revised 04/10/2009 cms 2 IN Excel-Basic ™ includes cms 2 PDF ™ & cms2Email ™ Price: Call $199.00 Demo Version

Slide#: 32 © GPS Financial Services 2008-2009Revised 04/10/2009

Page 33: Slide#: 1© GPS Financial Services 2008-2009Revised 04/10/2009 cms 2 IN Excel-Basic ™ includes cms 2 PDF ™ & cms2Email ™ Price: Call $199.00 Demo Version

Slide#: 33 © GPS Financial Services 2008-2009Revised 04/10/2009

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

Page 34: Slide#: 1© GPS Financial Services 2008-2009Revised 04/10/2009 cms 2 IN Excel-Basic ™ includes cms 2 PDF ™ & cms2Email ™ Price: Call $199.00 Demo Version

Slide#: 34 © GPS Financial Services 2008-2009Revised 04/10/2009

cms2IN Excel-Basic ™ by CMS to the MAX

cms2IN Excel-Basic ™ by CMS to the MAX

Page 35: Slide#: 1© GPS Financial Services 2008-2009Revised 04/10/2009 cms 2 IN Excel-Basic ™ includes cms 2 PDF ™ & cms2Email ™ Price: Call $199.00 Demo Version

Slide#: 35 © GPS Financial Services 2008-2009Revised 04/10/2009

cms2IN Excel-Basic ™ Examples

cms2IN Excel-Basic ™ Examples

Pending

Page 36: Slide#: 1© GPS Financial Services 2008-2009Revised 04/10/2009 cms 2 IN Excel-Basic ™ includes cms 2 PDF ™ & cms2Email ™ Price: Call $199.00 Demo Version

Slide#: 36 © GPS Financial Services 2008-2009Revised 04/10/2009

cms2IN Excel-Basic ™ by CMS to the MAX

cms2IN Excel-Basic ™ by CMS to the MAX

Page 37: Slide#: 1© GPS Financial Services 2008-2009Revised 04/10/2009 cms 2 IN Excel-Basic ™ includes cms 2 PDF ™ & cms2Email ™ Price: Call $199.00 Demo Version

Slide#: 37 © GPS Financial Services 2008-2009Revised 04/10/2009

cms2IN Excel-Basic ™ Tips & Tricks

cms2IN Excel-Basic ™ Tips & Tricks

Pending