Tag: Microsoft 365 Consultant

How to use Microsoft Outlook as a CRM

| September 21, 2021

How to use Microsoft Outlook as a CRM

Many of my clients are heavy Outlook users, almost since the day Outlook was launched. They love it, live in it and consider it their own technical house. But they want everything to work together, inbox, calendar, tasks, contacts with their phones and devices.

Flowing the inbox emails to calendar and task events to managing your contacts all can be done with Outlook where you are essentially creating your own CRM system. If you own a business, you are in sales. If you own a business, your work has workflows and processes. If you are interested in learning how I can help you turn your Outlook into your own CRM system, here is how it usually works.

In our first appointment, I remote in and see what you are doing now, review your settings and then create a game plan for you and your team.

Then I can continue to work with you or the owner to construct the new work process you want done, I’ll teach you all the configuration tricks, templates and how 365 can work with this too, including sharing data with your employees.

Once the configuration and processes are complete, you can decide if you want group training or private one on one. Some users learn at different paces, but the most important part is having everyone follow the new process so it works. The time you spent getting this system up and running is an investment in your company.

To schedule a consult, use the form below and I’ll let you know I can help. Or you can just schedule your first appt too.

Microsoft 365 Expert Nashville TN

| March 28, 2021

Microsoft 365 Expert Nashville TN

Call That Girl offers Microsoft 365 Expert Consulting and technical assistance to clients around the world. We offer fast same day service with no contracts. Our remote support tools allow us to remote into many computers to be more efficient.

Most clients call us for the following reasons:

  • Microsoft 365 is a bit confusing and they want to talk to someone who can explain it to them and ask the right questions to make sure Microsoft 365 is the right choice.
  • They have already been through a migration that didn’t go well. Companies such as GoDaddy seem to have migrations that leave clients calling Microsoft to finish the job. Sometimes Microsoft cannot assist. This is where I step in and can help you resolve those last lingering issues and offer on-going support.
  • They are looking for a smaller experienced company to help with their migrations and have it go as seamless as possible. With my forms and surveys, I do my best to have your migration completed in one day. I offer next day aftercare to ensure everyone on the team has their special issues resolved. See the “Why Hire Lisa” section below.
  • Many small businesses have setup Microsoft 365 themselves and have questions about the products. Microsoft doesn’t have an easy to learn guide about OneDrive, SharePoint and Teams.
  • Training, I offer private one and one training and group training for specific products and Outlook.

If you are a IT Professional and are looking for coaching, I am glad to help! Contact me for information on my Microsoft 365 coaching packages. 

New to Microsoft 365? 

  • Looking for a company to help your company migrate your email, calendar and contacts to Microsoft 365 Exchange? This is one of my favorite projects to do. I help small businesses get migrated in one day and then have an aftercare session. Training is optional but I offer that with my Outlook Training Videos, created with clients in mind.  Clients who purchase migrations services from us, every employee gets a complimentary login so they can watch and learn at their own pace.
  • Migration pricing: I have standard pricing, no hidden fees.

Need Microsoft 365 Aftercare? 

  • Already on using it and have a few questions? I know the answers! Most issues are leftover problems your IT company doesn’t know how to fix it and I do.
  • Calendar and contacts a mess after a migration? I help clean it all up and help your team get organized by sharing with the team and for mobile device use.
  • What about SharePoint and OneDrive? I can help you with setting up, configuring and training. The hardest part of both of these is doing everything right the first time.
  • Phones, iPads and tablets not working right? They are probably configured wrong, I will help you get everything in sync and teach you a few tricks to help your experience be a better one!

Why Hire Lisa

Looking for an experienced technician? I have over 17 years of working with Microsoft Outlook and since 2010 have been migrating clients email from pop/IMAP to Exchange. Over the years, I have worked on making my migration processes better by documenting issues from the past. While no migration is 100% seamless, I learn from issues and update my notes and surveys. Technology can change very fast and having a technician who is up to date on these issues is the value you get with working with a small company.  I’m the only technician, so the call back times during migrations are immediate. If your company uses 3rd party apps such as Gmail calendar syncing, iCloud or other programs, I am familiar with most of those and know how to export data correctly.

Ready to get started?

  1. We will start with a 1 one hour consult to discuss your migrations needs, Microsoft 365 purchase, get more information about your goals and create a game plan. Please use the scheduler at the bottom, find a good time that works for you and have all of your questions ready for the appointment.

More about Lisa

 

Microsoft Consultant Tulsa OK

| March 28, 2021

Microsoft Consultant Tulsa OK

Call That Girl offers Microsoft 365 Expert Consulting and technical assistance to clients in Tulsa and surrounding communities. We offer fast same day service with no contracts. Our remote support tools allow us to remote into many computers to be more efficient. We are not located in Tulsa, all our support is located in Fort Myers, FL.

Most clients call us for the following reasons:

  • Microsoft 365 is a bit confusing and they want to talk to someone who can explain it to them and ask the right questions to make sure Microsoft 365 is the right choice.
  • They have already been through a migration that didn’t go well. Companies such as GoDaddy seem to have migrations that leave clients calling Microsoft to finish the job. Sometimes Microsoft cannot assist. This is where I step in and can help you resolve those last lingering issues and offer on-going support.
  • They are looking for a smaller experienced company to help with their migrations and have it go as seamless as possible. With my forms and surveys, I do my best to have your migration completed in one day. I offer next day aftercare to ensure everyone on the team has their special issues resolved. See the “Why Hire Lisa” section below.
  • Many small businesses have setup Microsoft 365 themselves and have questions about the products. Microsoft doesn’t have an easy to learn guide about OneDrive, SharePoint and Teams.
  • Training, I offer private one and one training and group training for specific products and Outlook.

If you are a IT Professional and are looking for coaching, I am glad to help! Contact me for information on my Microsoft 365 coaching packages. 

New to Microsoft 365? 

  • Looking for a company to help your company migrate your email, calendar and contacts to Microsoft 365 Exchange? This is one of my favorite projects to do. I help small businesses get migrated in one day and then have an aftercare session. Training is optional but I offer that with my Outlook Training Videos, created with clients in mind.  Clients who purchase migrations services from us, every employee gets a complimentary login so they can watch and learn at their own pace.
  • Migration pricing: I have standard pricing, no hidden fees.

Need Microsoft 365 Aftercare? 

  • Already on using it and have a few questions? I know the answers! Most issues are leftover problems your IT company doesn’t know how to fix it and I do.
  • Calendar and contacts a mess after a migration? I help clean it all up and help your team get organized by sharing with the team and for mobile device use.
  • What about SharePoint and OneDrive? I can help you with setting up, configuring and training. The hardest part of both of these is doing everything right the first time.
  • Phones, iPads and tablets not working right? They are probably configured wrong, I will help you get everything in sync and teach you a few tricks to help your experience be a better one!

Why Hire Lisa

Looking for an experienced technician? I have over 17 years of working with Microsoft Outlook and since 2010 have been migrating clients email from pop/IMAP to Exchange. Over the years, I have worked on making my migration processes better by documenting issues from the past. While no migration is 100% seamless, I learn from issues and update my notes and surveys. Technology can change very fast and having a technician who is up to date on these issues is the value you get with working with a small company.  I’m the only technician, so the call back times during migrations are immediate. If your company uses 3rd party apps such as Gmail calendar syncing, iCloud or other programs, I am familiar with most of those and know how to export data correctly.

Ready to get started?

  1. We will start with a 1 one hour consult to discuss your migrations needs, Microsoft 365 purchase, get more information about your goals and create a game plan. Please use the scheduler at the bottom, find a good time that works for you and have all of your questions ready for the appointment.

More about Lisa

 

Microsoft Consultant for Small Business

| March 28, 2021

Microsoft Consultant for Small Business

Call That Girl offers Microsoft 365 Expert Consulting and technical assistance to clients around the world. We offer fast same day service with no contracts. Our remote support tools allow us to remote into many computers to be more efficient.

Most clients call us for the following reasons:

  • Microsoft 365 is a bit confusing and they want to talk to someone who can explain it to them and ask the right questions to make sure Microsoft 365 is the right choice.
  • They have already been through a migration that didn’t go well. Companies such as GoDaddy seem to have migrations that leave clients calling Microsoft to finish the job. Sometimes Microsoft cannot assist. This is where I step in and can help you resolve those last lingering issues and offer on-going support.
  • They are looking for a smaller experienced company to help with their migrations and have it go as seamless as possible. With my forms and surveys, I do my best to have your migration completed in one day. I offer next day aftercare to ensure everyone on the team has their special issues resolved. See the “Why Hire Lisa” section below.
  • Many small businesses have setup Microsoft 365 themselves and have questions about the products. Microsoft doesn’t have an easy to learn guide about OneDrive, SharePoint and Teams.
  • Training, I offer private one and one training and group training for specific products and Outlook.

If you are a IT Professional and are looking for coaching, I am glad to help! Contact me for information on my Microsoft 365 coaching packages. 

New to Microsoft 365? 

  • Looking for a company to help your company migrate your email, calendar and contacts to Microsoft 365 Exchange? This is one of my favorite projects to do. I help small businesses get migrated in one day and then have an aftercare session. Training is optional but I offer that with my Outlook Training Videos, created with clients in mind.  Clients who purchase migrations services from us, every employee gets a complimentary login so they can watch and learn at their own pace.
  • Migration pricing: I have standard pricing, no hidden fees.

Need Microsoft 365 Aftercare? 

  • Already on using it and have a few questions? I know the answers! Most issues are leftover problems your IT company doesn’t know how to fix it and I do.
  • Calendar and contacts a mess after a migration? I help clean it all up and help your team get organized by sharing with the team and for mobile device use.
  • What about SharePoint and OneDrive? I can help you with setting up, configuring and training. The hardest part of both of these is doing everything right the first time.
  • Phones, iPads and tablets not working right? They are probably configured wrong, I will help you get everything in sync and teach you a few tricks to help your experience be a better one!

Why Hire Lisa

Looking for an experienced technician? I have over 17 years of working with Microsoft Outlook and since 2010 have been migrating clients email from pop/IMAP to Exchange. Over the years, I have worked on making my migration processes better by documenting issues from the past. While no migration is 100% seamless, I learn from issues and update my notes and surveys. Technology can change very fast and having a technician who is up to date on these issues is the value you get with working with a small company.  I’m the only technician, so the call back times during migrations are immediate. If your company uses 3rd party apps such as Gmail calendar syncing, iCloud or other programs, I am familiar with most of those and know how to export data correctly.

Ready to get started?

  1. We will start with a 1 one hour consult to discuss your migrations needs, Microsoft 365 purchase, get more information about your goals and create a game plan. Please use the scheduler at the bottom, find a good time that works for you and have all of your questions ready for the appointment.

More about Lisa

 

Small Business Consultant Microsoft 365

| March 27, 2021

Small Business Consultant Microsoft 365

Call That Girl offers Microsoft 365 Expert Consulting and technical assistance to clients around the world. We offer fast same day service with no contracts. Our remote support tools allow us to remote into many computers to be more efficient.

Most clients call us for the following reasons:

  • Microsoft 365 is a bit confusing and they want to talk to someone who can explain it to them and ask the right questions to make sure Microsoft 365 is the right choice.
  • They have already been through a migration that didn’t go well. Companies such as GoDaddy seem to have migrations that leave clients calling Microsoft to finish the job. Sometimes Microsoft cannot assist. This is where I step in and can help you resolve those last lingering issues and offer on-going support.
  • They are looking for a smaller experienced company to help with their migrations and have it go as seamless as possible. With my forms and surveys, I do my best to have your migration completed in one day. I offer next day aftercare to ensure everyone on the team has their special issues resolved. See the “Why Hire Lisa” section below.
  • Many small businesses have setup Microsoft 365 themselves and have questions about the products. Microsoft doesn’t have an easy to learn guide about OneDrive, SharePoint and Teams.
  • Training, I offer private one and one training and group training for specific products and Outlook.

If you are a IT Professional and are looking for coaching, I am glad to help! Contact me for information on my Microsoft 365 coaching packages. 

New to Microsoft 365? 

  • Looking for a company to help your company migrate your email, calendar and contacts to Microsoft 365 Exchange? This is one of my favorite projects to do. I help small businesses get migrated in one day and then have an aftercare session. Training is optional but I offer that with my Outlook Training Videos, created with clients in mind.  Clients who purchase migrations services from us, every employee gets a complimentary login so they can watch and learn at their own pace.
  • Migration pricing: I have standard pricing, no hidden fees.

Need Microsoft 365 Aftercare? 

  • Already on using it and have a few questions? I know the answers! Most issues are leftover problems your IT company doesn’t know how to fix it and I do.
  • Calendar and contacts a mess after a migration? I help clean it all up and help your team get organized by sharing with the team and for mobile device use.
  • What about SharePoint and OneDrive? I can help you with setting up, configuring and training. The hardest part of both of these is doing everything right the first time.
  • Phones, iPads and tablets not working right? They are probably configured wrong, I will help you get everything in sync and teach you a few tricks to help your experience be a better one!

Why Hire Lisa

Looking for an experienced technician? I have over 17 years of working with Microsoft Outlook and since 2010 have been migrating clients email from pop/IMAP to Exchange. Over the years, I have worked on making my migration processes better by documenting issues from the past. While no migration is 100% seamless, I learn from issues and update my notes and surveys. Technology can change very fast and having a technician who is up to date on these issues is the value you get with working with a small company.  I’m the only technician, so the call back times during migrations are immediate. If your company uses 3rd party apps such as Gmail calendar syncing, iCloud or other programs, I am familiar with most of those and know how to export data correctly.

Ready to get started?

  1. We will start with a 1 one hour consult to discuss your migrations needs, Microsoft 365 purchase, get more information about your goals and create a game plan. Please use the scheduler at the bottom, find a good time that works for you and have all of your questions ready for the appointment.

More about Lisa

 

Microsoft 365 Consultant For Small Business

| March 27, 2021

Microsoft 365 Consultant For Small Business

Call That Girl offers Microsoft 365 Expert Consulting and technical assistance to clients around the world. We offer fast same day service with no contracts. Our remote support tools allow us to remote into many computers to be more efficient.

Most clients call us for the following reasons:

  • Microsoft 365 is a bit confusing and they want to talk to someone who can explain it to them and ask the right questions to make sure Microsoft 365 is the right choice.
  • They have already been through a migration that didn’t go well. Companies such as GoDaddy seem to have migrations that leave clients calling Microsoft to finish the job. Sometimes Microsoft cannot assist. This is where I step in and can help you resolve those last lingering issues and offer on-going support.
  • They are looking for a smaller experienced company to help with their migrations and have it go as seamless as possible. With my forms and surveys, I do my best to have your migration completed in one day. I offer next day aftercare to ensure everyone on the team has their special issues resolved. See the “Why Hire Lisa” section below.
  • Many small businesses have setup Microsoft 365 themselves and have questions about the products. Microsoft doesn’t have an easy to learn guide about OneDrive, SharePoint and Teams.
  • Training, I offer private one and one training and group training for specific products and Outlook.

If you are a IT Professional and are looking for coaching, I am glad to help! Contact me for information on my Microsoft 365 coaching packages. 

New to Microsoft 365? 

  • Looking for a company to help your company migrate your email, calendar and contacts to Microsoft 365 Exchange? This is one of my favorite projects to do. I help small businesses get migrated in one day and then have an aftercare session. Training is optional but I offer that with my Outlook Training Videos, created with clients in mind.  Clients who purchase migrations services from us, every employee gets a complimentary login so they can watch and learn at their own pace.
  • Migration pricing: I have standard pricing, no hidden fees.

Need Microsoft 365 Aftercare? 

  • Already on using it and have a few questions? I know the answers! Most issues are leftover problems your IT company doesn’t know how to fix it and I do.
  • Calendar and contacts a mess after a migration? I help clean it all up and help your team get organized by sharing with the team and for mobile device use.
  • What about SharePoint and OneDrive? I can help you with setting up, configuring and training. The hardest part of both of these is doing everything right the first time.
  • Phones, iPads and tablets not working right? They are probably configured wrong, I will help you get everything in sync and teach you a few tricks to help your experience be a better one!

Why Hire Lisa

Looking for an experienced technician? I have over 17 years of working with Microsoft Outlook and since 2010 have been migrating clients email from pop/IMAP to Exchange. Over the years, I have worked on making my migration processes better by documenting issues from the past. While no migration is 100% seamless, I learn from issues and update my notes and surveys. Technology can change very fast and having a technician who is up to date on these issues is the value you get with working with a small company.  I’m the only technician, so the call back times during migrations are immediate. If your company uses 3rd party apps such as Gmail calendar syncing, iCloud or other programs, I am familiar with most of those and know how to export data correctly.

Ready to get started?

  1. We will start with a 1 one hour consult to discuss your migrations needs, Microsoft 365 purchase, get more information about your goals and create a game plan. Please use the scheduler at the bottom, find a good time that works for you and have all of your questions ready for the appointment.

More about Lisa

 

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