Friday, 08 January 2010 10:46

Need some Tech Advice Featured

Written by Andy Hickey
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Can you please provide any solutions to this in the comments?  The company is not in the Dayton region.

I’m wondering if you could steer me to someone who would be willing to chat about our IT needs.  I just don’t seem to be up to speed on what is available anymore.  There has been soooo much proliferation!



Basically we are VERY small with not a very big budget.  I will be joining one other therapist/coach whose business is growing by leaps and bounds and is more than he can keep up with.  

He has asked me to help automate the administrative functions (scheduling, tasks, client contact information and business data).  We don’t want to hire someone to do all that administrative stuff and we don’t want to spend all our time doing it either.  We’d like a system to support us and make it as easy as possible.  

I started down the path of OUTLOOK but we are frustrated with our inability to share contacts and to put contact information seamlessly into the calendar.  Our accountant suggested we get QUICKBOOKSPRO – which we did -- but it does not seem to cooperate very well with OUTLOOK.    It seems like we are entering the same data over and over again.   We each have two computers and smart phones – we would like to get accurate data from any of them at any time.

Last modified on Monday, 12 April 2010 09:58
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Andy Hickey

Andy Hickey

I am a Director at Technology First.  Please let me know if you have any questions about the organization.

Website: www.technologyfirst.org E-mail: This e-mail address is being protected from spambots. You need JavaScript enabled to view it

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1 comment

  • Comment Link Janetta Ross Friday, 26 March 2010 15:41 posted by Janetta Ross

    How how using a CRM tool like SalesLogix? We can help you...

    This e-mail address is being protected from spambots. You need JavaScript enabled to view it

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