DM2 Connections 2016 User Conference Presentations

DM2 Software

DM2 Connections 2016 User Conference
July 18 – 20, 2016

   General Session Presentations 

Welcome presentation

Join Tom Lane, DM2’s Vice President of Sales and Marketing, for a review of the Connections 2016 agenda and to meet our staff and partners.

Sage Keynote

Join Diane Haines, Sage’s Mid-Market Product Portfolio Manager, to learn about all of the new products and cloud connected services Sage has to offer now as well as what’s on the horizon.

Sage Inventory Advisor

Tom Wilson, Sage’s Sage Inventory Advisor Product Specialist,  provides an overview of how this cloud connected service will help you improve your forecasting to optimize your inventory.

What’s New at DM2

Join Chris Lemonier, DM2’s Vice President of Technology, to find out “What’s New at DM2”.  Learn how the new 3 layer, object-oriented versions of our Sage 100-based Petroleum Insights system will benefit you by lowering the total cost of ownership over the life of your system.  Find out more about how you will benefit from the dozens of new petroleum industry-specific features DM2 has added and more…

Did You Know? – Part 1

Join Roxanna Bryant, DM2’s Executive Vice President, will highlight some of the key new features and options we’ve introduced in last several releases as well as some of the Best Practices we’ve developed over the course of working with some of the industry’s leading petroleum marketers across the country. 

 Did You Know? – Part 2

 The Road Ahead

Join Chris Lemonier, DM2’s Vice President of Technology, to learn what’s in store on “The Road Ahead” at DM2.  Find out how your investment in your DM2 and Sage Business Care and software subscription plans are funding the research and development required to keep your and your business moving forward.  Also learn how you can help drive the direction we are heading by joining one of DM2’s advisory committees.

Educational Breakout Track Presentations

CRM Breakout – Tracks 1, 2 & 3

Track 1 – Join DM2’s CRM Professional Services Consulting Team to learn how our Sage CRM Customer Relationship Management option will make you more successful and profitable by giving you the insight you need to focus on your highest value prospects and what you need to do to close more sales.  See Sage CRM in action as our CRM consulting team walks you through “a day in the life” of a sales representative.

Track 2 – Join DM2’s Team of dedicated CRM Professional Services Consultants to learn how Sage CRM Customer Relationship Management option seamlessly integrates with your DM2 Petroleum Insights system.  See firsthand how your customer facing employees can easily access your customers Invoice, Account Receivable and Sales history directly from Sage CRM.  Also learn more about the petroleum industry features DM2 has added, how to use Workflows to ensure your processes and procedures are consistently followed as well as the various mobile access options that are available.

Track 3 – Join DM2’s Team of dedicated CRM Professional Services Consultants to learn how Sage CRM Customer Relationship Management option will provide you with the tools you need to better manage your sales force and close more sales.  See firsthand how easy it is to set-up and use Dashboards to enable  you to track your individual and team activities and progress at a  glance.  Also learn how your Customer Service and Field Service Technicians can use Sage CRM’s Case Management feature to better serve your customers. The Team will also give you a glimpse at some of the new petroleum industry-specific features we are working on.

Fuels Breakout – Track 1

Join DM2 Professional Services Consulting Team to find out more about the new features and best practices DM2 has developed in the areas of fuels pricing, freight and quoting your customers. Learn firsthand how to set-up your pricing formulas, DTN Pricing Interface, Freight Rates, Wholesale Price Quotes, Daily Fuel Price Reports and more…

Fuels Breakout – Track 2

Join DM2 Professional Services Consulting Team to learn how to streamline processing, dispatching and delivering fuel orders using our new Sales Order Dispatch Manager feature and DeliveryLink In-truck delivery management option. Also learn firsthand how to set-up and use our DTN Bill of Lading Interface, Site Tank Maintenance and more…

 Fuels Breakout – Track 3

Join Dan Warren with SMARTLogix and DM2 Professional Services Consulting Team to find out more about the real-time truck automation system integration we offer together.  Learn how our new Product Movement and Packaged Products features will help you to better manage your fuel and lubricants deliveries. See firsthand how order and completed delivery information seamlessly transfer between your DM2 Petroleum Insights and SMARTLogix’s SMARTruck systems.

Lubes Breakout – Track 1

Join Tess Boros with Scanco as well as the DM2 Professional Services Consulting Team to find out how Scanco’s warehouse management solutions will provide you and your customers with more accurate levels of inventory, faster ship times and decreased picking errors – all with seamless integration to your Petroleum Insights system. Learn firsthand how to set-up your Units of Measure, Gallon Conversions and more…

Lubes Breakout – Track 2

Join DM2 Professional Services Consulting Team for a deeperlook into managing your lubricant supplier cost changes. Learn how to set-up and use Custom Office fields, Vlookups and Visual Integrator imports and exports as well as our Major Oil Lubricants Interfaces to better manage your costs and the buyback and rebate programs you participate in.

Lubes Breakout – Track 3

Join DM2 Professional Services Consulting Team to learn how to use your Sales Order and Purchase Order and how they work together to manage back orders and stock status reporting. Also learn about Special Order Items, automatically generating Purchase Orders as well as how the Repackaging and Bill of Material modules and Purchase Unit of Measure versus Sales Unit of Measure compare.

Lubes Breakout – Track 3 (continued)

Cardlock Breakout – Track 1

Join DM2 Professional Services Consulting Team for an in depth overview of what to consider when setting up customer accounts, handling multiple networks as well as all of the pricing and fee options now available in our CardLink module.

Cardlock Breakout – Track 2

Join DM2 Professional Services Consulting Team for a complete step-by-step review of your Daily, Billing and Period End processing cycles. Learn how following these steps and utilizing features like Delayed Costing and your Gross Margin Exception Report to ensure your earning the margins you expect.

Cardlock Breakout – Track 3

Join DM2’s Professional Services Consulting Team to learn about all of the new features that have recently been added to our CardLink module – see how new features like Destination-based Taxes for wet-hosing, PT File Taxes, Delayed Costing, Shared Tank, Site Tank Report, Gross Margin Analysis and others will help you better manage your Cardlock operations

Cardlock Breakout – Track 3 (continued)

Automation/e-Commerce Breakout – Track 1

Join DM2 Professional Services Consulting Team to learn how Sage Paperless, a standard feature found in every Petroleum Insight system, and DM2 Paperless Office’s option will not only help you to reduce the amount of paper you use but dramatically reduce your paper handling time and streamline your traditional paper-based processes. Compare and contrast Sage and DM2 Paperless to understand which option.

Automation/e-Commerce Breakout –  Track 2

Join our Paperless Office partners, Fred Goeckel and Mike Francis with ASG, and DM2 Professional Services Consulting Team to learn about the advanced features available in our DM2 Paperless Office option.  See firsthand how to scan external Word, Excel, PDF etc… files, generate and capture in & outbound e-mail and fax correspondence, automatically bundling and distributing multiple documents like invoices, signed delivery tickets, billing statements and more…

Automation/e-Commerce Breakout – Track 3

Join our web portal partner and fellow Sage Development Partner, Pat Scherz with websitepipline and DM2’s Professional Services Consulting Team to learn how DM2’s WebLink Interface combined with websitepipeline’s Web Portal solution will free your employees up to focus on growing your business. Also learn how you can give your customers the ability to order packaged lubricants and pay their open invoices online by adding websitepipline’s optional Shopping Cart and Online Invoice Payment with Real-time Credit Card Processing features.

Business Intelligence Breakout – Track 1

Join Rob Pierce, DM2’s Vice President of Professional Services, and members of the DM2 Professional Services Consulting Team to learn what Business Intelligence really is and why you should care. Learn firsthand how to access your data to create, set-up, configure and utilize pivot table-based reports using the SQL Datawarehouse Report feature that comes standard with your Petroleum Insights system.

Business Intelligence Breakout –  Track 1 (SQL Datawarehouse Reporting)

Business Intelligence Breakout –  Track 1 (Business Insights Explorer)

Business Intelligence Breakout –  Track 1 (ProfitLink Analyzer)

Business Intelligence Breakout – Track 2

Join the developers of Sage Alerts and Workflow, Vineyardsoft’s Business Channel Manager, Tricia Cates, and DM2’s Professional Services Consulting Team to learn how to transform your company into a Data Driven Organization.  See how to step-up and configure your own e-mail, text and pop-up screen alerts triggered by any number of business conditions like orders that exceed a customer’s credit limit, past due invoices, inactive accounts and more.  Also learn more about the petroleum industry-specific Event Packs DM2 has created.

Business Intelligence Breakout – Track 3

Join DM2’s Professional Services Consulting Team to compare and contrast Sage Intelligence with DM2’s SQL Datawarehouse Reporting to help decide which of these standard business intelligence reporting tools fit your unique reporting needs best.  See firsthand how to connect to your various data sources as well as how to set-up and configure reports for automatic distribution.