Well suited for any size company which needs CRM management. Easy to use. Great for individuals or teams that use Apple products. Daylite and ios expert integration has been key in capturing leads from our website into the Daylite database, plus then if they opt into email marketing, they are entered into the MailChimp database. The web forms also automate the creation of opportunities and are linked with the contacts/companies. Sales Managers with geographical responsibilities can easily filter contacts or projects based on these regions so they only see what they need. Daylite is not appropriate for Windows users.
[It's] Wonderful for small group or individual planning, brainstorming, explaining, projecting etc. It is also great for reporting or sharing findings of outcomes whether research or business related. It has a free viewer so that if you are presenting on a different computer, the viewer will allow the visuals to be shared. It is not ideal for collaboration unless everyone has this software.
Daylite allows you to link your email so when you email a client it will link to their contact in Daylite and save the communication so anyone on the team can see all the emails that have been sent between the client and our company.
Daylite allows you to create "opportunities" for the different packages and services we offer. This lets us track where someone is in the process, if they are still thinking about a service, have been sold on it, or are not interested.
Daylite lets you leave notes on the account that everyone on the team can see. This has been so helpful for our company because it lets us drop helpful notes on personal things about the client that would be good for everyone to know.
GOAL SETTING: Because of the available templates, it is easy to set goals and then revisit them for revision or follow through. I like to brainstorm while I set goals and then come back and annotate my goals with changes, improvements, or add/substract them as needed.
STRATEGIC PLANNING: MindGenius is terrific for working through ideas and parameters. I can either use a freelance screen or a template and brainstorm through the goals that I need to meet. Then I can branch out from each objective with the required facets of each one. I am visual so color coding and using shapes to organize the parts of the objective (i.e. the resources needed, people/stakeholders that are involved, missing pieces etc.). When organizing a project or research, I find it invaluable.
BRAINSTORMING: MindGenius is a wonderful visual to use in a small group or classroom to brainstorm or record ideas. I also adjunct teach and I find MG a wonderful visual for planning a paper or demonstrating how to support ideas in a paper or to verify that research is completed properly. it is a teacher's must-have.
The main drawback of Daylite is that it becomes slow on its iOS mobile devices.
Sometimes I face a lot of retries to log into the account. The mobile app needs a change and needs an upgrade. Apps are lacking in giving appointment reminders on time. Sometimes it does not notify on the right time about the appointment with the client.
MindGenius is not as intuitive as I would like it to be. Although there is a quick-key stroke or movement that will replicate a shape or field if I want to make a parent or child block, I never remember what it is. I always use the manual insert by clicking with the mouse and it takes longer. If CONTROL ENTER created a new shape field like "the last one" or the one where the cursor is blinking, that would help considerably.
Changing the default visuals for a template or making a new template is overly time-consuming. Although I understand these details may only matter to someone as ULTRA-VISUAL a I am, if the font is too small or the shapes need to be visually altered, there is not a way to quickly grab those boxes and change the settings in one fell swoop. Although there is a way they can be changed, I have to navigate inside this and then inside this to get to the screen and then I have to figure out which changes the lines or the inside color of the shape etc. These details are a little overwhelming.
It would be great if I could make one shape in the font and layout I want and then replicate that pattern to other shapes or apply a different color scheme to it entirely. If these features already exist, i cannot find them and I consider myself to be rather tech savvy.
Daylite provides authentic services and features with excellent programming. I have also collaborated on the Daylite calendar with Apple Calendar so that I can never leave behind any updates of the future. Moreover, it keeps on updating its feature for giving better services.
I have not used another product like MindGenius. Although I use Microsoft One Note for sometimes making lists that sync across my PC and my devices, I do not have another mind-mapping programming. MindGenius only has an app for iPad and without accessibility on iOS, I have not been able to use it for my daily TO DO lists etc that I would otherwise do. I use One Note for that role since MG does not have a phone app
Daylite has been very helpful for new employees to answer their own questions about contacts/passwords, etc.
We found the tiny notification bell to be weak, sometimes a project comes in with a tight deadline and we have to double-check and ask an employee if they saw the notification. More time would be saved by just chatting about the project and its expectations.
A huge benefit is the institutional knowledge that can be had by reading past projects. We've tracked everything, so the history is there.
I have not tracked the positive or negative impact of MG on my overall business objectives. I have successfully used it in the aspects of my personal and professional management.
MG helps me stay on track with my research and personal editing. It keeps me accountable so that I meet my deadlines. Although I have not applied a dollar value to it, it helps me signficantly.
