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Last month (Going Mobile with SBS 2003) I described how I could access
my network remotely using my Pocket PC or even my cell phone. I gave you
a bit of the how. This month I thought I’d expand on that and give you
some of the why. Many of you tell me you love my column, read it regularly,
but don’t understand a word of it. Hopefully this one will be one you can
understand. First though, I ended my last article saying that being able
to access my e-mail from anywhere was a good thing, right? Right!?! Well,
it is but I do remember the ‘simpler’ days. Fifteen years ago when I started
my business, cell phones weren’t very prevalent. One could actually go
out for lunch without getting 10 phone calls while eating. You could actually
concentrate on your driving and not worry about your phone calls until
you got back to the office and got your messages. That made lunch more
of a ‘break’. But I doubt any of us could live without our cell phones
anymore. It’s kind of the same thing with mobile e-mail access. I remember
when I didn’t worry about my e-mail when I was away from the office. Heck,
we didn’t know what e-mail was 15 years ago. Now I’m like a fish out of
water if I can’t get in and sync my Pocket PC or at least access my e-mail
with my cell phone while running around town.
But what else can we do with this new capability? Small Business Server
2003 mobile access isn’t just for e-mail. You can access all the major
portions of Outlook. If you keep your schedule and contacts in Outlook,
you sync those up when you sync up your e-mail. Let’s look at a couple
of hypothetical cases where this might come in handy. Let’s say that you
are a salesperson on the road all day, or even all week. Maybe you travel
a territory. You have a support staff (or perhaps a boss) back at the office.
As you make your sales calls, you can enter notes in Pocket Outlook Calendar
about your visits. You can enter new contacts or update existing information
in Pocket Outlook Contacts. When you find a WiFi hot spot, that information
is updated on the server. Now the folks back at the office can access that
information without having to wait for you to return to the office. The
boss can see what a wonderful job you are doing, real time, and how you’ve
impressed your clients. Conversely, the folks back in the office may need
to update contact information in Outlook. Those updates would then be available
to you on the road when you sync. Perhaps your secretary is responsible
for keeping track of your calendar and scheduling your visits. When he
enters a new appointment in Outlook, that appointment will show up on your
Pocket PC calendar. And of course you can use e-mail to send in all those
orders you are taking.
Now let’s say you are a small business services company with a number
of service teams out all day taking care of customers. Clients call into
your main office and make requests for service. Your office staff then
schedules the service calls. Using SBS 2003, they can enter the appointments
in Outlook and the service technicians can download that information into
their schedule in Pocket Outlook. Client information can be entered into
the Outlook calendar as well. The field technicians can then enter the
information about the service call at the time of the call and have it
synced back to the main office. The office staff can then use that information
to bill the customer, all before the service tech returns to the office.
Some organizations use Outlook Tasks to delegate activities. These tasks
can then be synced into the Task feature of your Pocket PC. When they are
completed, they can be synced back to let the requester know it’s been
accomplished.
Can’t find a hot spot? If you have a cell phone with Internet access
like Sprint PCS, you can do the same thing using Outlook Mobile Access
as described last month. It’s a little more cumbersome but it will work.
A SmartPhone would give you such capabilities as well. Or you could subscribe
to a WiFi service. T-mobile offers WiFi hot spots all over town and all
over the country. These are easy to find. They are in most Starbucks and
Kinkos. If you don’t have time for a leisurely cup of coffee, you can just
sync up in the parking lot. Time Warner Cable is setting up hot spots as
well called SpeedZone. You can subscribe directly to this service or use
your user name and password from your RoadRunner cable broadband account
for ‘free’ access.
Mobile access isn’t limited to just Outlook. Several CRM (Customer Relation
Management) systems are beginning to come out with mobile versions. GoldMine
is coming out with GoldMine Mobile Edition to run on a Pocket PC or SmartPhone.
Microsoft has also announced that its CRM 1.2 is slated to have a Pocket
PC module. These will allow us to have even more detailed information,
instantly, anywhere.
Ah! Cell phones and PDAs. What would lunch be without them?
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