A TYPICAL CLIENT DISCUSSION:

A client described some of the problems confronting his growing business. The firm already owned some computers that were on a network. They had a growing client base and needed a more efficient way to track and share information about their clients internally. A lot of the paperwork was labor intensive. They wanted to be able to look across their client base and create a better client profile for better service.

Contact management and tracking clients are part of the tools that come with Microsoft's Small Business Server 2000. Centralizing information is the perfect database application. Realizing that the web offered new opportunities for improved service to their clients, they were seeking a secure way for clients who had e-mail to send files for review. The security offered by Windows 2000 as part of Small Business Server meets these demands.

A friend of one of the partners in the firm did the web site. The site did not offer any useful extras such as links to forms, answering frequently asked questions or providing electronic copies of the firms’ quarterly newsletters. Instead it offered the standard litany of resumes and history of the company. We spent considerable time in explaining options available to make the web site more useable, informative, and appealing.

He also related that he was looking for a phone system that offered the rich features of a PBX system but was not cost prohibitive. He was intrigued to hear about the advances in computer telephony that integrates the phone system with the computer. Since he spends considerable time on the phone with clients, he thought it was great that using caller id, the telephony software would be able to bring up the clients file while on the phone so he could make notes during the conversation. Previous e-mail and fax communications would also be at his fingertips while speaking with a client. He could fax an appropriate form to a client with a few easy keystrokes. While on the phone, he could review the client’s history and provide better advice.

He welcomed having a roadmap or IT Audit that organized his business needs and mapped out possible solutions. A total solution for our client would address these business needs.

If you have similar needs email us info@megabytescomputers.com for help with your solution.