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Increasing Productivity by Personalizing Your Business Technology
Ellen DePasquale - The Software Revitalist™
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Key categories that every business needs – in this order:
#1 Accounting
#2 Email Client
#3 Documentation
#4 CRM (Customer Relationship Management)
#5 Spreadsheet
#6 Layout Editor
Technology = Software
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Why is this #1 on my list? Why do you need it? What does it do? What tasks does it handle? What are the benefits?
#1 Accounting Software
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Why is this #2 on my list? Why do you need it? What does it do? What tasks does it handle? What are the benefits?
#2 Email Client
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Why is this #3 on my list? Why do you need it? What does it do? What tasks does it handle? What are the benefits?
#3 Documentation Software
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Why is this #4 on my list? Why do you need it? What does it do? What tasks does it handle? What are the benefits?
#4 CRM
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Why is this #5 on my list? Why do you need it? What does it do? What tasks does it handle? What are the benefits?
#5 Spreadsheet
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Why is this #6 on my list? Why do you need it? What does it do? What tasks does it handle? What are the benefits?
#6 Layout Editor
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Personalization = Customization
Benefits of Personalizing
Saves time Saves money Fewer errors Quicker information Less Frustration Easier to train new people
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Personalization = Customization
Answer these questions
What tasks do you do most often? Which features do you use most often? What information to you need to retrieve? How to you want to present that information? What do you wish it did?
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Screens and menus Quotes/Estimates/Proposals/Invoices Products/Services Customer/Vendor Information User security rights Reports – Financial Reports – Managerial Integration
Personalize Your Accounting Software
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Signature Folders Rules Autoreply Contact information Screens and menus Integration
Personalize Your Email Client
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Templates Folders Mail merge Headers/footers Selected formats Menus Prevent/Track changes Integration
Personalize Your Documentation
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Fields Screens Reports Menus Workflow Attachments User security rights Integration
Personalize Your CRM
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Macros Templates Menus Calculations Simple data management Lock/Hide/Freeze Integration
Personalize Your Spreadsheets
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Templates Menus Prevent changes Integration
Personalize Your Layout Editor
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Examples of Personalization
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Examples of Personalization
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Examples of Personalization
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Examples of Personalization
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Examples of Personalization
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Examples of Personalization
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Examples of Personalization
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Examples of Personalization
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Examples of Personalization
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Start Menu Menu Bar Programs List Icons & Folders
remove create organize
Show the Desktop
Bonus: Personalize Windows
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Software mentioned – Accounting
QuickBooks – www.intuit.comPeachtree by Sage – www.peachtree.com
Software Resources
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Software mentioned – Email Client
Outlook – www.microsoft.comGmail – www.mail.google.comAOL – www.aol.com
Software Resources
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Software mentioned – Documentation
Microsoft Word – www.microsoft.comGoogle Docs – docs.google.comZoho – www.zoho.com
Software Resources
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Software mentioned – CRM
SageCRM – www.sagecrmsolutions.comSalesforce.com – www.salesforce.comZohoCRM – www.zohocrm.comSugarCRM – www.sugarcrm.com
Software Resources
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Software mentioned – Spreadsheets
Microsoft Excel – www.microsoft.comGoogle Docs – docs.google.comZoho – www.zoho.com
Software Resources
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Software mentioned – Layout Editors
Microsoft Publisher – www.microsoft.com
Software Resources
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Ellen DePasquale Online…
The Software Revitalist – http://thesoftwarerevitalist.com
Old Software/New Tricks – www.eocomputing.com/oldsoftwarenewtricks
Software Resources