Events

Jun
13
Thu
2013
Learn how to easily track and report on your loaned/leased equipment to ensure your customers are meeting their purchase commitments – Join DM2 Software for our “Equipment Manager” Webinar on June 13, 2013
11:30 am – 12:30 pm

Equipment Manager integrates with your Petroleum Insight system’s Sales Order, Inventory Management and Accounts Receivable modules to provide you with a single place to monitor your loaned/leased equipment agreements.  Join Professional Services Consultant, Lisa Thiele, to learn how DM2’s optional Equipment Manager module will help you:

  • Track where your loaned or leased equipment is
  • Determine if your customers are using your equipment but buying from other marketers
  • Identify whether your customers are meeting their purchase commitments
  • Monitor how many times your loaned/leased equipment has been serviced
  • Measure the Return on Investment on your loaned/leased equipment

The webinar will also include an overview of Equipment Manager’s process workflows and a brief demonstration.

Who should attend?

  • Owners, Executives, CFOs and Controllers interested in and responsible for measuring the Return on Investment of your loaned/leased equipment agreements
  • Sales Managers responsible for determining if your customers are meeting their purchase agreements
  • Administrative personnel involved in managing and reporting on your loaned/leased equipment agreements

Attend DM2’s “Equipment Manager” webinar to learn how easy it is to manage your loaned/leased equipment agreements, track where your equipment is and measure your Return on Investment.

Space is limited, so register today!

Click here to register for our “Equipment Manager” webinar today!  This webinar is reserved for DM2 customers only.

Jul
11
Thu
2013
Learn how DM2’s WebLink Web Portal will free up your employees to focus on growing your business – Join DM2 Software for our “WebLink Web Portal” Webinar on July 11, 2103
11:30 am – 12:30 pm

DM2 Software invites you to attend our “WebLink Web Portal” webinar on July 11, 2013 at 11:30am Pacific Time/1:30pm Central Time.  Join DM2 Professional Services Consultant, Lisa Marley, 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. Find out how this comprehensive solution offers bi-directional integration with your Petroleum Insights system and your web site to enable your customers and dealers to login to view and print:

  • Daily Customer/Dealer Fuel Pricing
  • Dealer EFT Notifications
  • Dealer Credit Card Batch Information
  • Sales Order History
  • Open Invoices
  • Invoice History
  • Account Information

Also learn how you can give your customers the ability to order packaged lubricants as well as pay their open invoices online by adding DM2’s optional Shopping Cart and Online Invoice Payment with Real-time Credit Card Processing features.

The webinar will also provide you with an overview of the technical requirements for setting up your interface and portal as well as how the data flows from your Petroleum Insights system to the web portal.

Who should attend?

  • Owners and other Top Executives involved in developing your eCommerce strategy
  • Sales and Customer Service Managers looking to leverage your web site to increase
  • sales, improve customer service and employee productivity
  • IT personnel involved in supporting your eCommerce initiatives

Attend DM2’s “WebLink Web Portal” webinar to learn how to free up your employees to grow your business while providing your customers and dealers with the convenience of accessing their information anytime, anywhere from any web-enabled device with DM2’s WebLink Interface and websitepipeline’s Web Portal option.

Space is limited, so click here to register today!

This webinar is reserved for DM2 customers only.


DM2, a Sage Software Master Developer and Reseller since 1991, uses Sage 100 ERP (formerly Sage ERP MAS 90 and 200) and Sage CRM, ERP (enterprise resource planning) and CRM (customer relationship management) systems designed for general wholesale distribution applications, to develop, sell and support Petroleum Insights, a fully integrated accounting/ERP and CRM system designed specifically for petroleum marketers. DM2’s Petroleum Insights system offers all of the core financials, fuel, lubricants, home heat/propane, cardlock, c-store, supply chain automation, advanced business analytics, customer relationship management, fixed assets, paperless office and ecommerce modules petroleum marketers need to manage and grow their businesses. For information on DM2 Software products and services, e-mail, sales@dm2.com, call (800) 866-5151, or visit the DM2 Software website at www.dm2.com.

 

 

Aug
15
Thu
2013
Learn how to reduce excess inventory, working capital and stock outs with the new Sage Inventory Advisor – Join DM2 and Sage Software for our “Sage Inventory Advisor” Webinar on August 15, 2013
11:30 am – 1:00 pm

DM2 Software invites you to attend our “Sage Inventory Advisor” webinar on August 15, 2013 at 11:30am Pacific Time/1:30pm Central Time. Sage Inventory Advisor is a new, affordable, cloud-based solution that will help you to reduce excess inventory, working capital and stock outs. It connects to your DM2 Petroleum Insights system to deliver health-checks on the inventory that makes a difference to your bottom line, reduce the time you spend forecasting and help you determine the optimal investment required to achieve target fill rates. A web-based and mobile solution, Sage Inventory Advisor is easy to use and slashes the time you’ll spend on forecasts and ordering. It can be implemented cost effectively and used in just hours. Join DM2 and Sage Software to learn how Sage Inventory Advisor will help you:

-          Reduce excess inventory by 10%-15% by continuously monitoring all your inherent inventory risks and setting optimal safety stock to mitigate those risks

-          Reduce working capital and free up 15%-20% of cash tied into inventory by identifying potential problem items and getting inventory level status based on calculated metrics to help make better planning and buying decisions

-          Improve fill rates by 2%-10% and reduce stock outs by analyzing real-time sales and inventory data, produce quality forecasts, and obtain optimal replenishment recommendations for better fill rates

-          Reduce time spent on forecasting by 50% by eliminating manual forecast import/export, calculations and dynamically transmitting inventory and forecast data for calculation and analysis

Les Johnson, the Controller for Hubert Glass Oil and current DM2 customer, will also be joining us to share how

he has been able to use Sage Inventory Advisor to transform Hubert Glass Oil’s purchasing process and save

more than $300,000.00.

 Who should attend?

 –     Owners, Executives, CFOs and Controllers responsible for optimizing inventory levels and
maximizing working capital
–     Sales and Business Line Managers responsible for forecasting, order fulfillment and reducing
excessive inventory
–     Administrative
Personnel involved in managing and reporting on your inventory

 Space is limited, so click here to register today!

 

Sep
19
Thu
2013
Learn how Sage Fixed Assets solutions help eliminate redundant data entry, increase accuracy, and reduce costs while guarding against regulatory noncompliance
11:30 am – 12:30 pm

DM2 Software

DM2 Software invites you to attend our “Sage Fixed Assets” webinar on September 19, 2013 at 11:30am Pacific Time/1:30pm Central Time. For more than 25 years, Sage Fixed Assets has been a leader in fixed asset accounting software solutions. Sage Fixed Assets is a comprehensive, seamlessly integrated family of fixed asset management software for businesses and organizations of all sizes, from 10 fixed assets to over 100,000. By combining numerous tax and accounting rules, as well as more than 50 depreciation methods and an intuitive interface, Sage Fixed Assets delivers the most complete fixed asset management solution available. With comprehensive depreciation calculations for financial and tax reporting, asset inventory tracking and reconciliation, construction-in-progress management, and customized reporting, you can effectively manage every step of your fixed assets’ lifecycle—from acquisition to disposal. Join DM2 and Sage Software to learn how Sage Fixed Assets will help you:

  • Generate accurate and timely reports in standard and customizable formats
  • Automatically track your fixed assets using barcode technology
  • Stay compliant with tax laws and reporting standards, including beneficial provisions regarding fixed assets
  • Eliminate error-prone spreadsheets – no more reentering fixed asset data or performing manual depreciations, which could lead to errors in accounting for out-of-service, lost, and stolen assets
  • More easily conduct physical asset inventories.

In addition, you’ll learn how Sage Fixed Assets has helped save thousands of businesses from tax and insurance overpayments.

Take the first step towards fixed asset management success by downloading this no-cost e-Book: Fixed Assets Management–What You Need to Know

Space is limited, so click here to register today!

This webinar is reserved for DM2 customers only.

Oct
17
Thu
2013
Learn how the new features in the 4.50.2.0 release of CardLink will help you manage cards and transactions from multiple networks and make pricing network transactions even easier than ever!
11:30 am – 12:30 pm

DM2 Software

DM2 Software invites you to attend our “What’sNew in CardLink 4.50.2.0” webinar on October 17, 2013 at 11:30am Pacific Time/1:30pm Central Time.  Join DM2 Professional Services Consultant, Lisa Thiele, to learn how the new features found in the 4.50.2.0 release of CardLink will help you:

  • Manage duplicate card numbers across your CFN, Pacific Pride and Voyager network sites
  • Associate Foreign/Remote Sites to their proper network
  • Create a product table cross reference for your CFN, Pacific Pride and Voyager network sites
  • Choose between overriding your “R Table Pricing” or applying a mark-up to the base network cost for Foreign/Remote network transactions on an account-by account basis.
  • Automatically flag Local/Remote/Foreign transactions to help determine the relationship between sites using the newly expanded 4 character Site Code field

In addition to these new CardLink features, you will also learn about several other new features that will help streamline managing your cardlock operation.

Space is limited, so click here to register today!

Nov
14
Thu
2013
Learn how to turn your data into knowledge that you can act on with Business Insights Explorer – Join DM2 for our “Business Insights Explorer” Webinar on November 14, 2013
11:30 am – 12:30 pm

DM2 Software

DM2 Software invites you to attend our “Business Insights Explorer” webinar on Thursday, November 14, 2013 at 11:30am Pacific Time/1:30pm Central Time. Join Rob Pierce, DM2’s Vice President of Professional Services, to learn how to use Business Insights Explorer’s, a standard feature in all 4.30 and later Petroleum Insights systems, powerful sorting, grouping, filtering and charting capabilities to do ad hoc inquiries and drill-down/drill-around analyses that turn your data into knowledge you can act on. During this webinar, you’ll see real world examples of how Business Insights Explorer can be used to easily access and analyze your data and help you develop action plans to improve the following areas of your business:

Collections

Sales Management

Accounts Receivable

Account Payable

Inventory Control

Billing & Receiving

Purchasing

Join us to learn how this easy-to-use inquiry and analysis application optimizes your daily decision-making in these critical areas of your business. See how the streamlined grid interface spans multiple data elements in one view and allows you to choose among predefined views of your Sales Order, Accounts Receivable, General Ledger, Accounts Payable, Inventory Management, Purchase Order and other Petroleum Insights system data.

Who should attend?

Business Intelligence Solutions have traditionally been reserved for Executive or Managerial roles.But every person at every desk can benefit from greater insight to the data relevant to their role.Business Insights Explorer is a Business Intelligence tool specifically designed for “transaction level” roles such as: Collections, Customer Service, Accounts Payable, Accounts Receivable, Inventory Control, and Purchasing.

 –    Owners, Executives, CFOs and Controllers responsible for critical decision making

-     Sales and Business Line Managers responsible for improving your bottom line

-     Administrative personnel responsible for generating and analyzing your key data

 

Please join us on Thursday, November 14, 2013 at 11:30am Pacific Time/1:30pm Central Time to learn more about how Business Insights Explorer can help your transaction processing teams worker smarter and more efficient.

Space is limited, so click here to register today!

This webinar is reserved for DM2 customers only.

Feb
13
Thu
2014
Learn how to turn your sales and customer –related CRM data into powerful Business Intelligence
11:30 am – 12:30 pm

DM2 Software

DM2 Software invites you to attend our “Business Intelligence for Sage CRM” webinar on Thursday, February 13, 2014 at 11:30am Pacific Time/1:30pm Central Time. Join DM2 Professional Services and Sage CRM Certified Consultants, Trish Martin and Colin Chambers, to learn how to use DM2’s Business Intelligence expertize to create intuitive and interactive dashboards to easily monitor and compare your sales and customer–related activities to help you determine if you are meeting your sales goals. Also, learn how you can use the standard reporting features in Sage CRM as well as the CRM Business Intelligence reporting DM2 has developed to:

View opportunities by sales representative, sales stage and account
Monitor and compare sales activity
Analyze opportunities by product line
Identify cross selling opportunities

Join us to learn how these easy-to-use dashboards and reports will improve your day-to-day and strategic planning as well as identify training and coaching opportunities.

 Who should attend?

Every Petroleum Insights system, version 4.50 and later, now includes the Sage CRM Server and one Named User licenses you need to start using Sage CRM, recent recipient of Info-Tech Research Group’s “Champion” and “Best Overall Value” Awards. Whether you are currently using Sage CRM or just looking, you will be able to gain a better understanding of how the information captured by your CRM system can be turned into powerful Business Intelligence by attending this webinar.

This webinar is free to all DM2 customers with current software subscription plans.

Space is limited, so click here to register today!

Mar
13
Thu
2014
Learn how to eliminate time consuming and error prone double entries with DM2’s Major Oil Lubricants Interfaces – Join DM2 for our “Major Oil Lubricants Interfaces” webinar on March 13, 2014
11:30 am – 12:30 pm

DM2 Software

DM2 Software invites you to attend ourMajor Oil Lubricants Interfaceswebinar on Thursday, March 13, 2014 at 11:30am Pacific Time/1:30pm Central Time. Join DM2 Professional Services Consultant, Helen Thaler, to learn how adding DM2’s Major Oil Lubricant Interfaces to your Petroleum Insights accounting/enterprise resource planning and customer relationship management system will reduce your labor costs and data entry errors by automating the routine processes involved in processing your major oil lubricant buybacks, supplemental allowances (rebates), purchase orders as well as DFOA, replenishment and VMI (Vendor Managed Inventory) order processing. These interfaces automatically identify, queue and send transactions to your major oil lubricant suppliers’ FTP sites in real-time while processing these transactions in your system’s Sales Order and Purchase Order modules. This webinar will provide you with an overview of how to set these interfaces up as well as how to import data and process transactions for the following major oil lubricants suppliers:

Chevron – Buybacks

Phillips 66 – Buybacks, Purchase Orders & Supplemental Allowances

ExxonMobil – Buybacks

Shell – DFOA, VMI & Purchase Orders

Join us on Thursday, March 13, 2014, at 11:30am Pacific Time/1:30pm Central Time to learn how these interfaces will save you time, reduce errors and improve your cash flow.

This webinar is free to all DM2 customers with current software subscription plans.

Space is limited, so click here to register today!

Apr
17
Thu
2014
Learn how to use Internal Controls to prevent problems before they happen – Join DM2 Software for our “Internal Controls: Early Warning Systems – Part I” webinar on April 17, 2014
11:30 am – 12:30 pm

DM2 Software

DM2 Software invites you to attend our “Internal Controls: Early Warning Systems – Part I” webinar on Thursday, April 17, 2014 at 11:30am Pacific Time/1:30pm Central Time. Join DM2 Professional Services Consultant, Patty Hendrickson, to learn about the tools, processes and Best Practices that will help your team recognize and prevent problems before they get out of hand, so they can focus on growing your business. Part I of this webinar series will focus on how to help you:

Close your month quicker

 Improve the accuracy of your financials

 Gain more control over your costing, pricing and margins

 Improve the accuracy of your managerial reporting

 Gain more control over your inventory

Join us on Thursday, April 17, 2014, at 11:30am Pacific Time/1:30pm Central Time to learn how to use Internal Controls as Early Warning Systems to prevent problems before they happen.

This webinar is free to all DM2 customers with current software subscription plans.

Space is limited, so click here to register today!

May
15
Thu
2014
Learn how to use Internal Controls while you work to identify and prevent potential problems before they happen – Join DM2 Software for our “Internal Controls Part 2: While You Work” webinar on May 15, 2014
11:30 am – 12:30 pm

DM2 Software

DM2 Software invites you to attend our “Internal Controls Part 2: While You Work” webinar on Thursday, May 15, 2014 at 11:30am Pacific Time/1:30pm Central Time. Join DM2 Professional Services Consultant, Patty Hendrickson, to learn how your team can use the Internal Control tools, processes and Best Practices DM2 has developed while they work to reduce the amount of time they spent researching and resolving problems, so they can focus on growing your business. Part 2 of this webinar series will focus on how to help you:

 Close your month quicker

 Improve the accuracy of your financials

 Gain more control over your costing, pricing and margins

 Improve the accuracy of your managerial reporting

 Gain more control over your inventory

Join us on Thursday, May 15, 2014, at 11:30am Pacific Time/1:30pm Central Time to learn how to use Internal Controls while you work to identify and prevent potential problems before they happen.

This webinar is free to all DM2 customers with current software subscription plans.

 Space is limited, so click here to register today!