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CMC Tip of the week #10

CMC-Tips-10

 
 

Last week, we showed you how to send marketing messages. If you missed the flyer, click here! In week 10, we would like to show you how to schedule automated messages. See tip #10 below for a detailed explanation.

Tip #10: How to schedule automated messages

Schedule automated emails to ensure that you are communicating the right message to your customer at the right time. Schedule a “Welcome” email or maybe a “Time to pay your bill” SMS message. Show your customers that you care and that their convenience is a priority by always staying one step ahead. 

 

To get started, go to Modules > Customer Message Centre > Generate Messages to create criteria for the message that will be scheduled to send out to customers. Include all information that will specify which customers you would like to receive this message. Don’t forget to select your template that you would like to use! Save this Criteria by clicking the save button at the bottom.

 

To schedule this message to send, click on the scheduler button on the left-hand side.

 

This will bring you to the CMC scheduler, where you can fill out your information accordingly regarding the future time that you would like for this message to be sent out to customers. You will be required to fill out the route date, printer, and email information as shown below.

 

Click on Schedule to set the time and date the message will be sent.

You may also use the drop down menu to schedule the Occurrence of this message.

Once all fields have been filled out accordingly, click OK on the Scheduler, then SAVE, then OK once again when you have been told that your workflow has been saved.

When you are back on the CMC Generate Messages screen, select START as you normally would. This message has now been saved and scheduled to send out at the time and date that you have indicated.

Here are some helpful reference tools:

CMC User Manual:   Learn all of the functionality of the CMC within your Route Manager Software in this 65 page manual.

CMC Webinar Recording:  This 45 minute video is a recording of our CMC Webinar training. See the CMC in action and stick around to hear the answers to questions from customers just like you!

CMC Whiteboard Animation: This 5 minute video will give you an overview of what CMC is and how it can be used in your business.

CMC Specification Sheet: This document will help you learn about the CMC product including the point system and pricing.

What to expect in Series 7!

We told you several months ago that we were working on an all new version of Route Manager Advanced. We are well on our way to developing this new product.

For several weeks now, we have been working on the all new Series 7 version of Route Manager Advanced. Not only is this important because it will be our one and only product going forward in 2015, but we are also taking this opportunity to expand on many functions and features so you will have a better experience.

 

Here are just a few of the things that we have been working on:

  1. Increasing the screen size of nearly every screen – This will give you more information available at your fingertips and make it easier to use the software.
  2. Adding the functionality of videos on every screen – This will give new users a better experience as they can watch a training video on any topic as they are on an RMA screen.
  3. Adding more functionality to product codes, inventory, CMC, etc. – Inventory has been one of the hot items on our list of new functions for 2015.

We are also looking at many different items in many different areas to increase the overall functionality of the product.

 

During this period of time we are also going through many of your older suggestions and enhancement requests to see what we can put into this release, as it comes out in early February. Tomorrow we will be sending you a survey to ask for your input on report features and other items of functionality that would allow your business to run smoother; thus save you time and money each day. We would ask that you please reply to our survey with any ideas that you may have.

 

Our goal is to incorporate as many items into this version as possible at no charge as part of your regular support fees. There may be some cases where the nature of the request can only be done as an enhancement. We will contact you and let you know if anything falls into this category.

 

We know that many of you have your thoughts turned towards Christmas and the holidays (We do, too). With just a little bit of time left we are working double time to make sure that we get as much accomplished as possible before Christmas.

 

We would also like to wish you and your family a Merry Christmas during this special season. From all of us at Advantage Route Systems, we would like to thank you for your support in 2014.

Upgrade your 3 inch printer!

Upgrade your PTB3 printer to be compatible with your Android devices!

We know that many of you have older 3 inch PTB printers that do not connect properly with your Android handheld devices. We have a solution! We were experimenting and we were able to upgrade a couple of boards in your old printer with new ones and it works! This means that you can send in your printer and we can upgrade some of the guts and you will have the Version 3.0 compatible BIOS on the printer. This will let it work with most Android handhelds.

The best part is the charge is a flat rate fee of $100 – you save over $200 versus buying a new printer. This will help you get more life out of the device for a very small investment. Let us know, too, if you need new batteries or other accessories while your device is in the shop and we can make them go out of here looking like new!!!!!

Note: This offer does not apply to our BT-4 printers as that is a different manufacturer. Shipping charges will be added to all devices returned.

Call Jayme with a printer in hand to confirm your printer needs an upgrade and she will help arrange its return and upgrade.

This offer is valid through January 31, 2015.

Email Jayme at JFelix@AdvantageRoute.com

Rugged Handheld vs. Honda

Mango-RX

MangoRX vs. Honda

Click the link below to see if our new MangoRX will pass the test or crack under pressure!

If you have been considering a rugged Android handheld, now is the time! We have our shelves fully stocked of our MangoRX and are ready to ship to you today! In case you missed the flyer, we are also offering $100 off of an Android license when you migrate from your Windows CE device! Act now, the deal won’t last long!

Here are some helpful reference tools:

Getting Started Guide: This document will show you how easy it is to get started, from putting in the battery to setting up Bluetooth and Wi-Fi.

Specification Sheet: This document will show all of the cool features that this rugged handheld has to offer.

Celebrate With Us!

Here at ARS, it is no secret that the people make our company so special. We celebrate each others’ successes that take place in and out of the office. Today, help us celebrate a very impressive accomplishment that took place right here in our programming department.

Many of you have spoken with Chris Jones over the years. Please help us congratulate Chris on his 20 year anniversary with us here at Advantage Route Systems! We would like to thank Chris for all of his hard work and dedication to ARS over the past 20 years and we look forward to many more years to come!
Chris Jones

Chris Jones

CMC Tip of the week #9

CMC-Tips9

 

Last week, we told you how to not send an invoice copy to a customer when it only has a skip reason on it. If you missed the flyer, click here!  In week 9, we would like to give you some tips on how to send marketing messages to your customers. See tip #9 below for a detailed explanation.

Tip #9: How to send marketing messages

Using CMC to send marketing messages to your customers is a great way to boost sales, show customer appreciation, and build customer loyalty! Create a custom template to fit your needs, assign a via code, and send. It’s that easy! Use CMC to the fullest potential by taking advantage of the many marketing capabilities the CMC has to offer.In previous tips, we have shown you how to locate templates; make changes to templates and save revised templates in the proper location so you can use them. If you forgot how to do this, click here. Now, I would like to remind you where your Marketing tab is located in Generate Messages so you can send messages using your templates for Sales/Marketing messages.Modules > Customer Message Centre > Generate Messages > Marketing tab

From this screen, you will follow the same steps to send messages using a template that we gave you in week 4. Notice that there are many different options when creating and sending your marketing messages. These include start date, customer type, via code, ZIP code, etc. This allows you to send personalized marketing messages to a specific target audience.Want to promote a seasonal item to customers in a certain geographic location? Easy! Customize a template to feature an “item of the week” and use the marketing tab on the Generate Messages screen to filter by a range of a ZIP codes to receive this promotion! (Version 6.2.2 R7 or later)

Want to send a discount to your larger commercial customers who buy in bulk? Customize a template to feature special bulk pricing and use your Customer Type filter to send this message to your commercial customers only. Get the right marketing message to the right customer with CMC.

Another great way to show customer appreciation and build loyalty is to send out a newsletter to your customers. There is no better way to make your customers feel important than to keep them up to date and involved in what is happening with your business and what is to come! A newsletter is also a great place to include exclusive offers for your most valuable customers as well! Show your customers that they are VIP by giving them the latest news and an exclusive offer – a great way to thank them for being a loyal customer! When you create a newsletter you can simply paste it into your template.

Still need help to create these marketing templates? We are here and ready to assist you! We can create a wide variety of templates that fit your exact needs. Shoot Kate an email for more information and pricing!

Here are some helpful reference tools:

CMC User Manual:   Learn all of the functionality of the CMC within your Route Manager Software in this 65 page manual.

CMC Webinar Recording:  This 45 minute video is a recording of our CMC Webinar training. See the CMC in action and stick around to hear the answers to questions from customers just like you!

CMC Whiteboard Animation: This 5 minute video will give you an overview of what CMC is and how it can be used in your business.

CMC Specification Sheet: This document will help you learn about the CMC product including the point system and pricing.

December Promotion!

dec-promo

Save now on an Android license with the purchase of an Android handheld!

Have you been thinking about switching to Android? Want the rugged design of the Mango X Series with the exceptional functionality of the Android operating system? Now is the time! We are offering our Android license at a discounted rate when you migrate your current device to one of our rugged Android handhelds in the X Series!

For the rest of the month we are having a combination special for our existing customers only.  If you buy any of our Series X Android devices, you can update your Windows CE handheld license to Android and save $100.  If you have been considering a Socket handheld, here is your chance to migrate to Android and save!  Instead of paying $575 for a new Socket, you can get a much better value by buying our Mango LX with the upgrade license for only $499.  A much better device and an even better future!

This special will expire on 12/31/14. Call Jayme today at 888.294.7688 ext. 247 or email JFelix@AdvantageRS.com to place your order.


Mango X Series & Android License

Receive $100 off of an Android license when you purchase a Mango X Series handheld. Original Mango Mobile License price of $300. Sale price of $200.
Offer Expires 12/31/2014.

CMC Tip of the week #8

CMC-Tip8
Last week, we told you how to use an SMS template and the benefit of sending SMS messages to your customers. If you missed the flyer, click here! In week 8, we would like to tell you how to not send an invoice copy to a customer when it only has a skip reason on it. This would be for customer invoices sent automatically during afternoon upload or posting. See tip #8 below for a detailed explanation.

Tip #8: How to suppress an invoice for skip reasons

When your driver is out in the field and needs to skip a stop, he must select a skip reason on the handheld for that location in order to continue on to the next stop. There are usually a few different skip reasons created and this skip reason appears on the invoice and is created on the handheld as a product charge code. If you would like to not have these go to customers during posting or afternoon upload via fax or email, then follow these directions below.

First, you will need to access the product charge codes. Go to Lists > Product Codes > Product Charge Codes
On the Handheld tab of this screen, check the box that says “Don’t include in product count for Auto-Send Invoices”. This will ensure that all stops that only had a skip reason will not receive invoice copies.
In order to designate a Product Charge Code as a skip reason, go to the Accounting tab on the Product Charge Code screen and enter the Product Class that has been created for your skip reasons.
Your handheld will be set up to suppress the invoices for these skip reasons once your driver uploads his data at the end of the day and downloads a new route. If you need assistance in suppressing invoices for skip reasons, give our tech support team a call!

Here are some helpful reference tools:

CMC User Manual:   Learn all of the functionality of the CMC within your Route Manager Software in this 65 page manual.

CMC Webinar Recording:  This 45 minute video is a recording of our CMC Webinar training. See the CMC in action and stick around to hear the answers to questions from customers just like you!

CMC Whiteboard Animation: This 5 minute video will give you an overview of what CMC is and how it can be used in your business.

CMC Specification Sheet: This document will help you learn about the CMC product including the point system and pricing.

Year End Tip for Route Manager

The end of the year is rapidly approaching, and we here at ARS wanted to send out this email to remind you about some additional important utilities and reports that we suggest to be ran during your normal month-end process as you transition from 2014 to 2015.

 

Specifically, we are referring to extending your route calendars for the New Year, running the end-of-the-year sales tax report, and your end-of-the-year sales detail report.  These are routine processes within Route Manager, but at any time if you need some assistance please feel free to contact technical support and we will be glad to assist you.

 

As a reminder, when you contact technical support for assistance with these matters, the time is deducted from your support plan. CLICK HERE for a brief description of the suggested end-of-the-year processes and some instructions on how to complete them on your own.

 

For questions, please contact support at Support@AdvantageRoute.com, or toll free at (888) 294-7688 ext. 2 (USA) or 209-632-1122 outside of the USA.

ARS Cloud

arscloud

We are making our Cloud Hosting Services even better!

Our cloud servers provide a way for you to save your RMA data on a cloud server instead of dealing with in-house servers. Your data resides safely within a secured data center where you can access it 24 hours a day.  Using ultra-fast communication networks and powerful servers, you will be amazed at how productive you can be.  Whether you are in the office or on the road, you will get consistent performance, unparalleled access and data security just like the ‘big companies.’
Designed for companies with even one or two users, you will be surprised at how affordable the system can be.  If you have 3 or 4 users, you will be able to grow the system as you grow your business.  Need more disk space?  Not a problem!  More memory?  Still not an issue.  With the click of a mouse, you can expand the processing power to meet your immediate requirements.

Why does this concept make so much sense?  Instead of having a server in your office, your information is secured in a data center that is in a protected environment with the best communication services in the world.  It is supported by a full-time team whose one duty is to keep it working.  The bottom line is a cost-effective data solution that has these advantages:

  • No upfront purchase cost for server - Why lay out thousands of dollars for a server and its installation when you can set up a cloud server for almost nothing and then pay a small monthly fee as you use it.
  • Get setup in a flash - If your server were to crash today, what would you do?  Each of our Cloud Hosting Services plans include ARSBackup!  In the rare case that something happens to your data, you could be back up and running faster than you could run to the computer store to buy a new computer and set it up with all of the necessary software.
  • You can add resources as your company grows - If you start out small, you can keep your monthly fee low.  Because this is a virtual server, you can add to it as your needs develop.  With the click of a mouse, you can add hard drive storage, more memory – even more user licenses!
  • You can access it quickly - No matter where you are in the world, it is easy to get to your data and other information.  Being in a SAS II, SOC 2 compliant data center, you will be amazed at the communications speed for transferring files, accessing your programs and surfing the web.
  • You can put whatever programs and data you want on this server - Since this is your own virtual server, you can add whatever programs (word processing, spreadsheets, etc.) you want to your personal cloud.  Our Entry-level Cloud service provides you with 1 GB of RAM and 100 GB of hard drive space, as well as administrator rights to the server so you can add security or restrict access as needed.
  • You have a qualified support team - Your ARS support team has been fully trained to help you set up your data on the cloud and will assist you as you go forward.  They are here to help you if you need to add users, printers, or other programs.
  • Your data is double safe! - In addition to being in a secure data center, you also get ARSBackup at NO ADDITIONAL CHARGE.  This means that we copy your data every 24 hours to yet another server so if your server should break, we can help you retrieve any info you may have.  We will also teach you how to back up the data to a thumb drive in your office, if you want yet another layer of protection.
  • Billing is simple - Once a quarter we will charge your credit card for three months of fees.  Nothing could be easier.
  • You can terminate its use whenever you want - Since you did not make a huge upfront investment, you can also quit at any time at the end of a prepaid quarter.  So, even if you want to use a remote server for a few months, it is cost-effective.
There is nothing that can beat the speed, convenience and price of the ARS Cloud environment.  Want a free demo?  Call one of our salespeople at 888.294.7688 ext. 299 (or 1.209.632.1122) or email us at sales@AdvantageRS.com and we will set up a time.

About Us

For over 21 years Advantage Route Systems has been providing quality software to route companies like yours. Our customers include companies that span across several continents, from small one-truck operations to large corporations. We have solutions, products, and modules that address business needs for delivery companies, and have become “the handheld experts” and are #1 in the route delivery industry. We enjoy the opportunity to work with companies across the globe and we tailor our software to meet their needs.

Contact Info

3201 Liberty Square Parkway Turlock, CA 95380 USA

888-294-7688 or 209-632-1122 (outside US)

Sales@AdvantageRoute.com

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