It’s the year 2012, the last time I checked, and yet here are some of the top issues our first-time clients all over are still facing a regular basis:
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- No shared calendars.
Of course this one is only important if you have team members you work with.
- One member may be on their own desktop calendar.
- another operates on a mobile.
- till another likes and uses and old paper calendar.
- No shared calendars.
Of course this one is only important if you have team members you work with.
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- Many different contact files.
- The accounting software has the right address, hopefully.
- The phone contacts have the right phone number.
- The computer address book has the right email addresses.
But nothing is centralized with any accuracy.
- Many different contact files.
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- Disjointed customer data.
- Accounting software has sales data. Only a few have access.
- Email is in salesperson’s mailbox. He’s on vacation.
- Product information is on the supplier’s portal. Who knows where the password is.
- Serial numbers of installed equipment are in good old-fashioned binders. You’d be surprised how much information is still in non-digital format!
- Disjointed customer data.
- Islands of information.
- Peter keeps track of customer service issues in a Word file.
- Everyone’s work schedule is circulated in a spreadsheet.
- Passwords are safely stored in the accountant’s smartphone.
- A mobile experience that isn’t mobile.
- Missing contact info.
- Cannot access office sent items.
- Cannot preview attachments.
- Calendar invites don’t work.
Many business owners just assume that this is the way it must be. You just may want to check out MYbusinessOS.com.
