Author Archive
Top 5 Questions About Web-based Software Answered
In my line of business, my clients have two options when purchasing their database software – installed software on the company’s server; or web-based software (SAAS – Software as a Service). Many clients and other business owners that I speak with are hesitant to move to web-based software for fear they won’t have their information [...]
What’s Your Disaster Plan?
You probably don’t think about what will happen if a disaster should hit, because the likelihood of that disaster hitting is probably low. I’m not talking about a meteor striking Earth or anything far-fetched. But what if you were to lose power for days on end? As I’m writing this, I’m sitting in a coffee [...]
CRM Proves Beneficial Against Status Quo
CRM just seems expensive and a waste of time. Isn’t it better if I just use some manual processes instead? Working with small businesses, I hear this question, or a variation of it, all the time. As a consultant, I can’t force a business owner/company to use CRM, but I can show them the benefits [...]
Creating Drop-down Menus in Excel
Did you know that you can create drop-down menus in Excel, making your data entry easier and consistent? Watch this video to learn how! For more tips and tricks on using Microsoft Office programs, continue checking in on this blog under the “Did You Know?” section, as well as our social media feeds on Twitter, [...]
5 Signs You’ve Outgrown Outlook
I was recently asked to do a presentation on using Microsoft Outlook to manage your business. Normally I’d push back and say “but you can’t effectively manage your business just using Outlook”. In preparing, I really thought about how a start-up business can survive on Outlook, as long as they knew some of the different [...]