Maven Mapper’s Information

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Gathering Information on Technology, Software and Processes that makes life Easier and Better. Extensive coverage and tutorials of MindManager from Mindjet and Dragon Naturally Speaking 9 from Nuance a great voice recognition software program.


Archive for the ‘CRM’


Small Business Document Management Services - When to Bite?

Many small businesses and consultants face a similar dilemma.  They work or partner with many companies and individuals that are scattered all over the country and even all over the world.  With small-company workforces spread out so far it becomes very difficult to maintain the synergy of the work force.

 

People often work in different time zones, they were different hours within those time zones, and they work with different lifestyles.  It becomes very easy for small-business organization to get severely out of sync with each other.  This is compounded when the people within that organization were all using different tools from Outlook to Google’s products such as Gmail to multiple types of voice over IP services in different contact management systems etc..

 

Many companies are finding the need to work on the same platform just to keep their culture in line with each other and stay connected with each other.  The challenges identifying the proper solution that everybody can work with any reasonable price and possibly even more important, finding one that has a reasonable learning curve.

 

I’ve just recently come out of the project myself with the collaboration of four different companies and the teams that comprise those different companies.  This particular project fell apart largely to the teams and ability to come together and work on a single system.  I’ve seen this happen before in large corporations.  Are many tools of their that can be used for this type of thing from salesforce.com to Microsoft Project to Outlook two various different CRM solutions and hybrids of CRM and project management solutions such as Basecamp.

The real challenge seems to be that companies especially groups of companies need to just make a decision, pick one and utilize it.

Today I was looking at a company that provides a small business software of this nature and it is called Catalyst Web.  Catalyst Web(I think its 2 words and not one combo name) provides enterprise grade e-mail services, document management services, CRM services, and enterprise grade chat services (a type of service that can log your chat so that you have full records of conversations with clients customers and partners).

catalyst-web 

Their service is new and it just launched over the Thanksgiving Day weekend from what I can tell.  That’s when I heard of them, and from the Catalyst launch blog, I think I am not too far off base with that assessment.

Their service pricing works on a model where you receive an UNLIMITED USER LICENSE, but pay a rate depending on the file storage space that you utilize.

After working with Salesforce.com in comparison (not apples to apples but a good example on pricing), you would pay a fee of $60 - $120 per user per month for their CRM and project management services.  If you have a growing sales force and if you run their services for several years, that totals up to a hefty bill.

Catalyst Web only charges you for the files you store on their servers.

It’s important recognize that they are providing enterprise level e-mail services.A small company can go out and purchase an exchange server to run Microsoft exchange and the total cost will come in and around $10,000 give or take.

That is the cause before you ever pay for an IT person to run a server and keep your e-mail humming along through updates and viruses and who knows what else.

Catalyst Web provides this level of e-mail service for $25 a month (for your whole company!), so you can get running out of the gate without having to make a big-ticket expenditure or hire an IT person.

What’s the catch?

The biggest issue I can see what the service is that the e-mail client it is all online.  So you have to utilize and read your e-mail in an Internet browser.

I am probably becoming a little bit old-fashioned, as I still prefer to use an e-mail client like Outlook  to manage my e-mail off-line.  There are a number of services that provide e-mail management online such as Gmail,and this trend is definitely growing number of users preferring  to access e-mail this way.

They do offer POP3 access on handhelds, so I suspect there might be an Outlook work around in there somewhere.

I personally am just not one of them and still like to have it on my desktop or laptop.  I suspect the day may come when I will embrace this new medium, but I’m not there yet.

For me the biggest reason for this is that I work in web design and work as a consultant for a number of companies.  Therefore, I have to juggle and manage about a half dozen email addresses, and so adding an email address to my mix that requires me to login to a browser to check my email just doesn’t work.

What Makes Catalyst Easy?

Well for starters they offer a free trial for their service.  This is not exceptional, I’d suggest that its par for the course for any company or software service that wants to be taken seriously. 

The reality is that users that want to try the service will not have to invest money up front, but time and effort.  Now budding entrepreneurs usually can boot strap and come up with a little extra time to figure these things out, especially when there is no out of pocket expense in cash to try it.

The challenge is that time does need to be spent on growing business, so that usually limits entrepreneurs from testing only 1 or 2 services at most.

With that in mind, I’d suggest that these days the service is less important than the commitment to make the service work and the culture of the existing organization or people.  If the culture clashes with the work flow process of the system, then it will probably not succeed.   After that, it only requires that everyone in the organization should make the commitment to make the software work.  If anyone in the company fails to try to use it, the software service, will surely fail for the company.

Page Popularity for Site: 25% [?]

MindMapping Over 100 Online Tools for Freelancers

I came across an excellent resource providing information on 100 different online resources and tools for freelancers.

I wanted to internalize the information in a way that I could rapidly work with in multiple settings in the future if I ever needed to find the right tool for the job. So of course I mindmapped out the tools listed, plus I added in the tools suggested in the comments and I added a bunch of my own.

Now I have a great starting point for the future whenever I need to build up the list or find something I need quickly. I linked back to the original article from my MindMap Central topic and I created sub maps for each of the categories identified. This kept each category of items viewable at a single glance.

I’ve provided snapshots of these maps below. For more details about each of the tools I suggest a quick visit over to the site yourself as it really does have a great deal of information.

In the meantime, I did this experiment in part to internalize the info as I mentioned, but also in part to find a more rapid way of mindmapping this type of information from primary sources on the web. I hope to find more efficient ways to achieve this goal in the future.

100 Web Application tools for Freelancers mapped

Organiztaion Tools on the web for Freelancers

Calendars and To-Do List Tools on the web for Freelancers

Money Tools on the web for Freelancers

Storage Tools on the web for Freelancers Project Management and productivity Tools on the web for Freelancers

Writing & Design Tools on the web for Freelancers

Security Tools on the web for Freelancers

Mobility Tools on the web for Freelancers

Marketing and Networking Tools on the web for Freelancers

Business and Legal Tools on the web for Freelancers

Client Contact and feedback Tools on the web for Freelancers

Website Tools on the web for Freelancers

Printing and Packaging Tools on the web for Freelancers

Advertising and promotion (they call it tools to give and take)Tools on the web for Freelancers

miscelaneous Tools on the web for Freelancers

Page Popularity for Site: 47% [?]

Free Online Database from Intuit’s QuickBase

Intuit (the Quicken people) have moved further into web based software and they are now offering an impressive online software web solution and application that features the capbilities of very large systems at a subscription price. They offer a product called QuickBase. It has multiple functionalities because at its core its a database and many applications or programs require a database to function properly (just like this blog, which runs on MySQL).

QuickBase is

  • Database
  • Customer Relationship Management (CRM) application
  • Project Management application
  • and more all rolled into one.

Now, I can count up on one long spreadsheet with several tabs of pivot tables the hundreds of thousands of dollars that companies that I have worked for have spent on meetings debating the right systems and the wrong system and how many millions or hundreds of thousands of dollars to spend on the system an implementation. We had endless meetings raving about our need and how desperate things were because the need continued to go unfilled and the company never did anything because the upfront cost for the software and the consultants and the IT support for years would easily cost millions of dollars.

Enter QuickBase

QuickBase offers the capability of these systems and more. They charge a monthly subscription rate that starts at about $249 for 10 users or about $25 per user as compared to anoterh popular online CRM only tool that costs $100 per user. But in addition to CRM you get Project Management Software (compared to MS Project at $500 - $1000 a license) and you get a powerful database system (which can cost anywhere from thousands to millions). But the hidden benefit is the IT support. Companies using QuickBase do not have to pay an army or even a couple gurus of IT people to investigate, learn, train, plan, implement, deploy, assess, beta, modify, test, repair, upgrade or anything else with the system as that is covered by Intuit’s tech support. They maintain the software on their servers. That means the experts that would normally provide the training to your IT people are the ones actually handling all the work and upgrades which centrally managed is much more efficient and helps keep the cost down significantly saving a fortune in headcount and system and software expenses.

The Key is Speed with QuickBase

Companies can save a fortune from a monetary perspective with this system, but the key is the speed in deployment. Business users with a need can literally sign up for the 30 day free trial and commence to organize their projects, their contacts and more right away. You don’t have to waste an hour, a week, a month or a year in meetings and with emails and a hundred other items thinking and talking about what you need. You can just start doing what you need to do with what you need provided immediately with QuickBase!

Expense of buying online CRM subscription through other guys $100 per month

Expense of buying Project $500

Expense of installing ERP system $100,000

Expense of installing Hyperion or Oracle $1.5 million

Getting started doing the work you need to do with all of the benefits of the systems above . . .

Priceless and fearless too with their free trial

Note the free online database trial does not require a credit card to sign up just your business information address, email phone number. This information is required as QuickBase provides a very hands on training process online through customer representatives to insure that you do not get stuck along the way. So again, you don’t have to schedule a meeting with the IT department meeting scheduler to hopefully some day talk to an IT person about getting approval for training. Instead you can get training from a QuickBase expert online in the comfort of your office or cubicle within a day or two!

Page Popularity for Site: 32% [?]

Agent Organizer 2.8

Agent Organizer 2.8 is a customer relationship management software designed for real estate brokers and agents looking to better manage their sales and marketing efforts.

This Real Estate Software enables realtors to keep a simple address book in one location and its compatible for importing or exporting into Outlook or direct synchronization.  It can help realtors establish contact types such as clients, prospects, brokers and more.  Plus, it offers the ability to add attachments directly to a contact so that you can keep a solid chain of custody of all important communications, legal documents or every day communications and notes to monitor yourself, share with team members, or manage across your real estate office and the team members working for you.

It also now enables you to track your finances and expenses as they relate to contacts, listings and general business activities.

Agent Organizer is available for a free 15 day trial and afterwards available out of the box for just $149, approximately half the going rate for other CRM packages not tailored to the real estate industry.

Page Popularity for Site: 10% [?]