New Ipad User looking for some good CRM suggestions for small business

Hello All,
I am a new (and satisfied) Apple Ipad2 user. I am the sales rep for a small business that is in the health care field. I am looking for a good CRM program for the following reasons and I am wanting to know if there is a particular program that can provide any of these things for me:
Ability to put in all of my customers information. Seperate folders for each.
Ability to add information to customer folders/files based on recent phoen conversations or actual on-site visits.
Ability to set a reminder of when to call back on that customer to see status of his/her patient that was fit with our product.
Ability to allow other members of the company to check in on this information as well.
A little background, we are a small company in the health care field. We have 90 customers currently and we are growing at a steady pace. I would like for my upper management to look at the CRM at any point and see what is going on with each customer. If I sell a product to Customer A, then I would like a reminder to pop up 6 months from now when that patient will be ready for another product. I would also like to be able to update a customer file so that management can see when I called on a customer, etc.
I appreciate everyone's input as I have never utilized a CRM program. I am currently using Dropbox for all of this right now, but it seems like a CRM would be more organized,
Thank you,
--Ryan

HI Ryan,
Did you find an app for CRM, one thing that I'm also curious about, you may need to find one that is HIPPA compliant.
James

Similar Messages

New Mac user looking for help with Finder, Preview, Keyboard, & Dock

So about a month ago I switched over from a lifelong Windows user to a brand new MacBook Pro, and while I am adjusting pretty well, there are still some things that I haven't quite figured out.
First up on the list is Finder! I like my files to be arranged just like how they are in Windows Explorer--folders first alphabetically, then files alphabetically. I've managed to acquire this setting by messing around with the "clean up by" and "arrange by" functions but I don't really know the specific combination. Most of the time these preferences are saved and set as the defaults under "View Options" but every once in a while it resets and I have to tinker around with the settings all over again. Does anyone know of a way to fix this? It's only happened twice so far, but I'd rather not have it happen again. Also, occasionally when I delete an item, there is a blank space left where the icon was instead of all the files following it bumping up a space. Any quick fixes for this bug?
Next up is Preview. Again, I like the Windows Way and I like to be able to browse between the files in a folder while using Preview/Windows Photo Viewer. I know that there is a way to browse between files if you select the whole folder and stick it in Preview, but is there a way to achieve the same result without having to do that? An app or "extension" of some sort that adds arrows in to browse between photos? I've had no luck finding anything other than the aforementioned option. Is there a good free alternative to Preview that will function similarly with the browse between photos option?
One of my favorite things about my new Mac is the backlit keyboard function. My old laptop didn't have it and as someone who is online more often at night it is super helpful. But is there a way to turn it off during the day/in bright settings? A way to put it on a timer? In System Preferences I selected the option "Adjust keyboard brightness in low light", which I assumed to mean would have the keyboard NOT very bright when there IS light, but it continues to light up just the same. Any apps or extensions to help with this one?
And finally, the dock! This question is more about aesthetics than functionality but help is appreciated all the same. Currently, my dock looks like this: http://i42.tinypic.com/35ktxlz.png It is rather opaque and the indicator lights can barely be seen. However, in a lot of tutorial videos I've been watching, many people have docks that look like this: http://i.i.cbsi.com/cnwk.1d/i/tim/2011/07/19/Lion_LaunchPad.png It is a darker shade of gray, the divider is dashed rather than a straight line, and the indicator lights are clearly visible. Does anybody know how to get this look for the dock? I've looked in the dock preferences but there's not really anything in there other than magnification/size/effects.
That about sums things up! I'm sorry if any of these seem like "silly" questions but they are all things I have been unable to find answers for. Any and all tips, tricks, and help is appreciated! Thanks in advance for all your help!!

congratulations on coming over from the dark side.
Seems like you are interested in column view, which would show you the hierarchy of folders and files: Column View in Mac OS X Mountain Lion - For Dummies Not sure what's going on if your finder settings don't stay put. May be a corrupted preferences file, which is easy to fix, but is perhaps a topic for another discussion.
What I'd suggest is to have an open mind and try to see what the mac can do, rather than force it to look like your windows machine. I mean, if you just want it to look like windows, then why bother switching? If you give it a little time, you'll start to appreciate the mac way of doing things, and see how it is infinitely more awesome, powerful, creative, intuitive, and better designed (and the software way better written) than what you left behind. But that's your call.
There are some threads on this forum with complaints about the backlight. Keyboard backlight settings query...: Apple Support Communities Evidently it depends on the angle of the screen and the light sensor relative to the light. Some suggest that a SMC reset may help: Intel-based Macs: Resetting the System Management Controller (SMC) This is not an issue for me, I just adjust the brightness with the keyboard buttons if I want. Real men shift their own gears, drink their coffee black, and adjust their own keyboard brightness. I am not aware of any software to exert more control over this feature but a search of macupdate Download Apple Mac Software & iPhone Software : MacUpdate may help. I mean, it's up to you what is important. I can waste a lot of time playing around with the GUI and with unnecessary software, or I can just get my work (and play) done.
You might prefer the no-glass dock, that removes the shelf, and makes the indicator lights like more discrete orbs. You can do this with the terminal. Using the terminal is also, perhaps, a topic for another discussion.I like the 2D dock much better. If you want I'll give you some directions for how to do it. Otherwise, here's a reference: 2D Dock - MacRumors Forums

Multi-user mail for small business.

A brief background:
Father-in-law's small business. 3 'office' employees each with our own mac workstation. (2-G3s and 2 even older iMacs, one of these being a 'server' for most of the programs). As it stands, each of the 3 users has his own company e-mail address, let's say sales@, info@ and office@. Sales@ gets 98% of the traffic and sends applicable mail to the other two as necessary. However, this seems very inefficient to me, as sometimes sales@ isn't in that day or is on vacation again and so the other two must get up and move to her desk in order to carry on with business matters. This essentially allows the ability for each of us to screw something up and/or double-work certain matters. So my question, at last, is this:
Is there any way to set up a "bucket" type e-mail system, in which, all incoming traffic is placed into the sales@ "bucket" on the "server" with the ability for everyone to be able to, in real time, access this bucket and work the emails as needed without having to switch workstations and that tomfoolery?
Between us, I understand that upgrading Macs and implementing a dedicated proprietary server would be the way to go, but boss man isn't all that keen on dropping a ton of money into this adventure. So cheap and easy is the way to go, preferably.
Any ideas?

For a small office, this doesn't seem like a bad approach. KISS.
The more you try to simplify things the more the support burden will be. Walking the few feet will put the walker in a different frame of mind. Might lead to less mistake than trying to do all one one machine.
Check out if your server supports the imap protocol. This allows a number of email clients to logon to the same email account. All clients see what the other clients have done. If someone messes something up all others see the mess up.
You can set youself up a google mail account. You can access the account from multiple email clients & see how you like it.
I suspect there are apps around that do what you want, but they escape me now.
I would encourge buying one new computer a year. The increase in productivity may be worth it. With a new machine you may not be able to run your existing software. Need a plan.
Robert

New AppleTV user looking for some advice--multiple user accounts

Just opened and connected the AppleTV we got for Christmas. "Connected" the ATV to my son's iTunes library, in his user profile, without realizing that I probably should have connected it to my iTunes library in my user profile (same computer) so that I could access my iPhoto library, etc.
Can we leave the ATV connected to my son's user profile while still accessing my iPhoto library? Doesn't appear so when I clicked on the photos tab in the ATV device. Or is there a way that I can switch the ATV to my user profile?
Searching the discussion forum and nothing show up immediately.
Thanks!

Run the sync setup on the ATV again and set up your computer for syncing. Other libraries can be added for streaming from the Computers section of the settings menu. Those libraries need to be online for the content to be accessible, whereas synced content is present on the ATV hard drive, so the synced library doesn't need to be online except for syncing.

Please help me that ! I am very new user of i pad, before a month i attach ipad to save pictures and songs from itunes software but unluckily itunes removed my all applications and games that i had in my new ipad, Now i downloaded some applications in my

Please help me that !
I am very new user of i pad, before a month i attach ipad to save pictures andsongs from itunes software but unluckily itunes removed my all applications andgames that i had in my new ipad, Now i downloaded some applications in my ipad,but
" I want to come back all my previous ipad applications and gamesand wantto know about all the list of built in applications. Please solve myissue." Regards i waiting your reply

As long as the apps are still available in the store, and you use the same iTunes accouns as your originally used to buy/download them, then you should be able to re-download them for free : http://support.apple.com/kb/HT2519
In terms of the built-in apps, they are all covered in the manual (plus iBooks which is a free download) : http://support.apple.com/manuals/#ipad

Hi - I am a new iPad user - I am trying to sync/transfer my iTunes and other things from my PC to my new iPad - I purchased a cable for it today - still stuck on how to do it! Please HELP! :)

Hi - I am a new iPad user - I am trying to sync/transfer my iTunes and other things from my PC to my new iPad - I purchased a cable for it today - still stuck on how to do it! Please HELP!

Syncing with iTune
http://support.apple.com/kb/HT1386

Hi, new ipad2 user. Recieve some emails that should have images but in their place are question marks. any advice on how to fix this would be great. thanks alot..brad

Hi, new ipad2 user. Recieve some emails that should have images but in their place are question marks. any advice on how to fix this would be great. thanks alot..brad

On your iPad - go to Settings>Mail, Contacts, Calendars>Load Remote Images>On. Try that first.
You can also try a reset. Reset the iPad by holding down on the sleep and home buttons at the same time for about 10-15 seconds until the Apple Logo appears - ignore the red slider - let go of the buttons.
Quit the mail and all other apps. Go to the home screen first by tapping the home button. Quit/close open apps by double tapping the home button and the task bar will appear with all of you recent/open apps displayed at the bottom. Tap and hold down on any app icon until it begins to wiggle. Tap the minus sign in the upper left corner to close the apps. Restart the iPad. Restart the iPad by holding down on the sleep button until the red slider appears and then slide to shut off. To power up hold the sleep button until the Apple logo appears and let go of the button.

I am a new iPad user land just down loaded my first app pandora. How long before the app appears or do I need to do something else? TX. ksg

I am a new ipad user and just download an app for the first time. How long before the app is on the desktop or do l need to do something else. TX

Once you have tapped to install the app and input your apple ID it will appead on the home screen, where you will see a progress bar as it downloads and installs, that app should be fairly small so it should be a minutes or less on a good connection. If you can't see it, swipe left a few times until you see a search bar, type in the app name and will search the iPad for it

From a new ipad user: if I'm listening to live radio, how do I switch it off to move to another site without switching off the ipad?

From a new iPad user: if I'm listening to live radio, how do I switch it off to move to another site without switching off the iPad?

If you're listening to radio from the app, you need to go to that App (press Home button twice for multitasing menu and tap on its icon), and stop it there. If there is no such feature - you can "kill" the app, open multitasking menu again, hold one of the icons for couple of seconds, and click "X" symbol next to the radio app.
If the radio streams in Safari (web browser), you can simply stop it by closing the tab - tap little "X" next to the tab where the radio is playing.
Hope this helps

I am a new iPad user who has transferred an iTunes library from my laptop to iPad. How do I sync my iPod touch with my ipad

I am a new iPad user and have transferred my iTunes library from my laptop. How do I sync my iPod touch with my ipad

You don't. You synch your iPod to your computer. There's no way to synch from iPad to iPod. You can tranfer the same playlists to your iPod from the computer.

I am a new ipad user. how can i synch my email on my iphone and ipad to delete the message from all devices when I have deleted on one device?

I am a new iPad user. Is there a way to delete emails from multiple devices when they have been deleted from one device? Thank you!

You are using icloud?
maybe your account is not whit icloud and thats the problem
o you dont have the same account in your iphone and ipad

I am a new iPad user and cannot figure out how to copy and paste from a website to pages. Any insight?

I am a new iPad user. I cannot figure out how to copy and paste from a website to a pages document, and vice versa. Any ideas?

Long press on the text you would like to select (tapping and holding) and then release after the magnifying glass shows up. This will select a single word. Then use the blue dots and drag them to select a region of test. Then press "copy". Open pages, and long press and release where you would like to paste. Then select "paste". That should paste the text.
If the text doesn't select within the browser, it might be an uncopyable format. Like if the text was within an image, naturally you would be unable to select it. The only thing to do there is long press the image and selecting "save image", adding it to your camera roll. Then you could insert the image within pages.

Hi I am a new iPad user and would like to know how to ensure I am on wifi at my home instead of my providers network using up time. At the top of my iPad it says my providers name and shows a signal strenght

Hi I am a new iPad user and would like to know how to ensure I am using wifi instead of my network provider. At the top of my screen it is showing my providers name and a signal strength. I have a router at home that I want it to use. I will also be traveling to Italy tomorrow and want to ensure it automatically hooks up to the wifi where we will be staying. Any help would be much appreciated.

I copied this from another thread. I made the important line bold. Make sure that WiFi is turned on if you want to use WiFi first.
After successfully connecting to a wireless network, the network and network settings are saved on your iPad. If wi-fi access is on, when returning within range of a wireless network you have successfully connected your iPad with, your iPad will automatically connect to the wireless network, or it should. If 3G access is on, when leaving the range of an available wi-fi network you have access to, it will switch to AT&T's cellular network automatically. If both are on, your iPad should switch between the two automatically and seamlessly. Your iPad will always connect to the fastest wireless connection available at the time as long both options are enabled. Between an available wi-fi network that you have access to and are in range of and AT&T's cellular network, it will or should be the wi-fi network.
Here is the thread.
https://discussions.apple.com/thread/2419363?start=0&tstart=0

Hi everyone I'm a new iPad user (ipad2) and have tried to download a few apps. I already have a iTunes/app store account but often when I try download a app I get a message that says "your request could not be processed"?

Hi everyone
I'm a new iPad user (ipad2) and have tried to download a few apps. I already have a iTunes/app store account but often when I try download a app I get a message that says "your request could not be processed"?

It could be a problem at the other end, try again tomorrow. Also , try resetting your iPad by holding down the home and sleep/wake button till the Apple logo appears and then let it wake up, maybe that may help.

We are new ipad users and we're trying to download a film from itunes in Germany. It seems locked in aperpetual download mode. any suggestions?

we are trying to download a movie on itunes in Germany and it just stays locked in perpetual dowlaoding mode. We are new ipad users. Any suggestions?

How long have you waited to download this movie, and how fast is your internet connection?
The movies can be a few gigabytes in size, so if could take a few hours to download if your internet connection isn't super fast.

New Ipad User looking for some good CRM suggestions for small business

Similar Messages

Maybe you are looking for