Office: (512) 772.3555

info@phase-seven.com

Skype: phase-seven

AIM: p7help

Phase Seven Consulting
P.O. Box 1060
Kyle, TX 78640

With a combined experience of over 50 years, we promise to provide our clients with the highest quality of service. Each of our consultants have a very extensive background in the technical fields that are most important in order to efficiently troubleshoot your technical issues, consult you on the very best solutions specifically for your business and workflow tactics, and thoroughly train you in an effectively so you are up and running as quickly as possible.

For many of us, computers can often times be perplexing and cause a lot of headache when something goes wrong. We endeavor to take away the “headache” of your computer troubles and fix them for you so all you have to do is call or email us and we will worry about the rest. Our training systems and demonstrations are designed to simplify the complexity that may be engrained into the software solutions we offer as well as clarify any general or specific questions you may have.

With our unique billing system, you don’t have to worry about any surprise payments or fees; everything will be presented to you up front and forthright before we ever begin on a project. For troubleshooting needs, we will provide you with an estimate of a flat rate cost so you can effectively judge, in the financial sense, what will be required to fix your technical issues. For demos and training, you get to gauge how much time you spend with us as we bill in one hour increments.

We specialize in integrating the leading project management philosophies with software solutions on the mac guaranteed to provide you with higher productivity and a sense of a life/work balance. We offer information-rich, clarifying consultations where we will not intimidate you but communicate in a way you will very comfortable and at ease.

Our certifications and credentials are reassuring that you are receiving the best of training and support. With the vast knowledge, skill, and background our company has to offer, you know you will receive exceptional service and the highest quality of work.

Mac OS X-based native applications
Adobe Creative Suite
Daylite Productivity Suite
Salesforce
VMWare Fusion
Parallels
Merlin 2
Microsoft Dynamics
RightNow Technologies
DEVONthink

Daylite can be used in both a single-user and multi-user environment, managing just about everything you can think of: contacts, appointments, calendars, tasks, projects, opportunities, groups, and notes. Daylite is great for any business handling sales or clients as well as individuals with busy schedules. Its innovative, award-winning design makes it easy to track upcoming appointments, manage to-dos and projects, and document opportunities.

We provide one-on-one consultation, training, and support both remotely and onsite. We specialize in integrating project management techniques and Daylite with customized workflows that are guaranteed to increase your productivity. Our training concentrates on how to integrate the leading methods and business philosophies of project management and productivity (such as David Allen’s GTD) and Daylite to provide well-balance, low-stress work environment. Although we do not limit our services to Daylite, a large majority of consulting work deals with helping our clients gain the highest productivity and utmost use from Daylite. We believe Daylite to be the preeminent and most efficient CRM of any other like-application on the Macintosh or PC.

Daylite/Daylite Touch services include:

Purchase and installation consultation
Implementation and training
Productivity support
Data migration
Troubleshooting
Implementation and support for connectors
Customized reports
Complete demonstration seminars to help you and your company learn everything there is to know about Daylite

Our consultants at Phase Seven Consulting are Daylite certified. We can help you with your Daylite purchase, installation, setup, implementation, training, and troubleshooting. We have several report templates we offer at a low price, however, we can also create customized reports for you. We will maintain and troubleshoot your multi-user environment at your convenience so you don’t have to yourself. Contact us today!

Networking
Setup, troubleshooting, and maintenance
Cross platform (Macs & PCs) networks
Wireless networks

Consulting
Purchase recommendations (hardware & software)
Software solution consultation
Switching from PC to Mac
Specific application setup, installation, & implementation

Design
Website design
Custom Daylite reports
Corporate identity, brochures, flyers, etc

Training
General Mac & PC operation
Apple applications (i.e. Apature, Final Cut Pro, iWork, iLife)
Adobe applications (i.e. Photoshop, Illustrator, InDesign, Flash, Dreamweaver)
Business productivity software solutions (i.e. Daylite, Billings, Merlin 2, MySQL, Salesforce)

Software
Installation, training, & troubleshooting
Software solution guidance (purchase, installation, implementation, & training)
System software installation
Virtual machine installation & training
Backup setup & management

Hardware
Installation & troubleshooting
General HD maintenance
Memory & hard drive upgrades

We can assist you with the following Billings and Billings Pro services:

Purchase consultation
Installation & setup
Implementation
Basic training
Workflow customization
Demos
Troubleshooting

We provide one-on-one installation, implementation, training, and troubleshooting for various CRM applications both remotely and onsite. We will assess your business needs as well as typical daily workflow and help you determine a management software solution that’s right for you. We also provide training on how to integrate the leading methods of project management and productivity and various CRM applications (i.e. Daylite, Salesforce, Merlin) to provide well-balanced, low-stress work environment.

We offer various software solutions along with implementation, training, and support, however we always highly suggest designing a productive workflow using and integrating Daylite. Daylite is the leading CRM and productivity manager application available on the macintosh. It is one of the most powerful systems we have seen as far as tracking and managing sales leads and contacts. It is definitely the excellent choice and the ultimate CRM for the mac.

Although we do not limit our services to Daylite, a large majority of consulting work deals with helping our clients gain the highest productivity and utmost use from Daylite. We believe Daylite to be the preeminent and most efficient CRM of any other like-application.

Our company has a combined experience of over 40 years; we have been incorporated since 1993. We have developed software and program databases professionally. We provide a range of services, however, we specialize in project management and the productivity managers/CRMs such as Daylite, Salesforce, Merlin, Lightspeed, Outlook, and ACT!.

Software Solutions:
Daylite
Billings
Salesforce
Merlin 2
Parallels
Adobe products
Lightspeed
Outlook
ACT!
MySQL

1. Review with client business needs in terms of customer relations/sales management software
2. Discuss software possibilities and determine an appropriate application choice
3. Installation and software implementation
4. Establish any necessary database networking
5. Basic training on software application
6. Further consultations if needed—training, customization, and troubleshooting