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Color Code: Yellow
Assigned To: Brandon Moore
Created By: Brandon Moore
Created Date/Time: 6/18/2021 9:16 am
 
Action Status: Blank (new)
Show On The Web: Yes - (public)
Priority: 0
 
Time Id: 7939
Template/Type: Brandon Time
Title/Caption: Meeting with Chuck
Start Date/Time: 7/21/2021 10:00 am
End Date/Time: 7/21/2021 11:00 am
Main Status: Active

Photo/Image Count: 30
click to enlarge - photo by: Brandon Moore - New screenshots for the presentation gallery. Main homepage slide with attributes, business functions, application players, and core concepts.
click to enlarge - photo by: Brandon Moore - Attributes such as: One system, customizable, powerful, dynamic, cloud based, unlimited, results, no contracts
click to enlarge - photo by: Brandon Moore - One system, everything under one roof - What tools do you need?
click to enlarge - photo by: Brandon Moore - Endlessly Customizable - Company branding, look and feel, settings, permissions, custom code, layout design, database design, custom reports, and custom dashboards
click to enlarge - photo by: Brandon Moore - Powerful - Tons of tools, sections, and options at your finger tips
click to enlarge - photo by: Brandon Moore - Dynamic - One to many relational model - Scalable, custom naming, show/hide, configurations, flexible, custom fields, settings, and dynamic navigation
click to enlarge - photo by: Brandon Moore - Cloud Based - Access anywhere, with any browser - 99% Uptime, no licenses, any browser, automatic updates, secure storage, no limits, full access - any time
click to enlarge - photo by: Brandon Moore - Unlimited - Everything is included, for all users - All users, all your locations, unlimited customers, all the storage you need, unlimited usage, as many invoices as you want, unlimited inventory, no throttling - We don't punish you for success!
click to enlarge - photo by: Brandon Moore - Results - The data you need to get results - Reports, analytics, statistics, all your date in one place, exports, monitor business health, business intelligence
click to enlarge - photo by: Brandon Moore - Business functions - sales, CRM, CMS, expense tracking, reports, ecommerce, payroll, calendar, data connections, accounting, business intelligence, and big data portal
click to enlarge - photo by: Brandon Moore - Sales - Start to finish, inventory tracking, POS (point of sale), ecommerce, reporting, customer options, payment solutions
click to enlarge - photo by: Brandon Moore - CRM - Customer Relationship Management - Sales and purchase tracking, customer profiles, calendar and scheduling, customer tracking and follow-ups
click to enlarge - photo by: Brandon Moore - CMS - Content Management System - eCommerce, data controlled content, upload content, while labeling, customization, hosted solutions
click to enlarge - photo by: Brandon Moore - Expense Tracking - Track every dollar spent - Monitor cost of goods, manage people and wages, track every location and item, track financials, documentation, banks and check writing
click to enlarge - photo by: Brandon Moore - Payroll - Paying your employees, easily - Other employee options, vendor options, time clocks, HR options, reporting and forms, maintenance and updates
click to enlarge - photo by: Brandon Moore - Calendar - Calendar's that work with your data - Permissions and settings, reports and views, time clocks, functions of time, business relationships, custom usage
click to enlarge - photo by: Brandon Moore - Data Connections - Your data tells a story - Data, natural connections, flex grid, systems, reports and exports
click to enlarge - photo by: Brandon Moore - Accounting - Imagine, if all of your systems talked together - Your financial documents, automation, natural flow and relationships, reports and exports, user maintained, purposeful design and future concepts
click to enlarge - photo by: Brandon Moore - Reports - Get a clear vision of your business, define your needs, catch the data, secure and store the data, collaboration, search and filter, reporting
click to enlarge - photo by: Brandon Moore - Business Intel - Helping you make the right decisions - Making informed decisions, types of intel, power is in the data, conquering gaps and needs, reliability and security, looking to the future
click to enlarge - photo by: Brandon Moore - eCommerce - Automatic online presence - Extension of your inventory system, configure everything, customers, ordering and fulfillment, shipping, emails and notifications, merchant processing, API extensions, custom solutions, special features
click to enlarge - photo by: Brandon Moore - Big Data - Big data at small business prices - Big picture, centralized data, no limits, hosted business solutions, your data, bright future
click to enlarge - photo by: Brandon Moore - Application Players - What do you need to do your job? Customers, Invoices, Quotes, General Inventory, Serialized Inventory, Time, Balance Sheet, Deposits, Expenses, Purchase Orders, Vendors, and Employees - These are the 12 main application players
click to enlarge - photo by: Brandon Moore - General Inventory - Inventory management - eCommerce online ordering, unlimited invoice capability, assign to specific customers, provide in-line details for items, email quotes or print to PDF, advanced searching, built-in reporting, upload  media files
click to enlarge - photo by: Brandon Moore - Customers - Customer Relationship Management (CRM) - Customer queuing, customizable input form, 10+ additional contacts, payment history tracking, built-in reporting, dynamic fields, unlimited log notes, upload media files
click to enlarge - photo by: Brandon Moore - Invoices - Invoice management - eCommerce online ordering, unlimited invoice capability, quick
click to enlarge - photo by: Brandon Moore - Quotes - Quote management - eCommerce online ordering, unlimited quote capability, assign to specific customers, provide in-line details for items, email quotes or print to PDF, convert quotes to payable invoices, built-in reporting, upload media files
click to enlarge - photo by: Brandon Moore - Tons of good summaries - see the photo captions and descriptions - 1 of 3.
click to enlarge - photo by: Brandon Moore - Tons of good summaries - see the photo captions and descriptions - 2 of 3.
click to enlarge - photo by: Brandon Moore - Tons of good summaries - see the photo captions and descriptions - 3 of 3.


Notes:

Meeting with Chuck. He is working on the presentation gallery. Light training report. We also talked about design and WordPress security stuff. Tons of new screenshots. Really trying to simplify things.

See the photo gallery for this entry to see 20+ screenshots. Also, some of the screenshots have some marketing and good summaries for the different sections (photo/scan description or image captions).