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AOC 2002 - Session #1 of 2

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.

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AOC 2002 - Session #1 of 2

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  1. AOC 2002 - Session #1 of 2 RemoteDesk & eCommerce

  2. Summary • Administrator Types • Client/Remote Add-ons • Installation - Free RDEC Eval • Steps/Requirements for setup • Installation Pitfalls • Markets • Q&A + Session 2 Overview

  3. 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!

  4. Immediate Benefits • Easily collect sales data directly into your accounting system 24/7 • Order integration means quicker turnaround • Eliminates mistakes, reduces frustration • No more re-keying, order delays and fully automated for the cost of a local call • Distribute data such as customer information and item pricing back to your key customers, sales reps, branch offices and the web

  5. Components

  6. 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

  7. 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

  8. 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.

  9. 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

  10. 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

  11. 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

  12. 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

  13. Tradeshow (Administrator)

  14. 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!

  15. 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.

  16. 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

  17. 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

  18. 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

  19. 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

  20. 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!

  21. 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...

  22. 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

  23. 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!

  24. More Products & Services ACCPAC integration ACCFAX-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

  25. 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

  26. RemoteDesk & eCommerce Seminar#2 - 9:50-11:00am Pacific Room See you there!

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