A Financial Planner Describes the Ways he Deploys SyncMate
If you are always on the go, like Jim Bowyer, it’s not necessary to carry a laptop all the time, as you can simply use your PDA, having synchronized it with Mac beforehand
industry: financial planning
Personal Background: Jim Bowyer is a financial planner for one organization located in Florida, USA.
Victoria Veligodsky: What challenges made you search for this kind of software?
Jim Bowyer: I needed a synchronization software for Mac that would work with my pocket PC. I am using some applications only available for pocket PC, therefore I have to stick with this platform. I need to sync all my contacts and eventually files and notes.
Victoria Veligodsky: How did get to know about SyncMate by Eltima Software?
Jim Bowyer: I googled to find reviews on sync software for Mac. I found some reviews that were recommending SyncMate as a reliable alternative to any synchronization application out there. After reading about it, the choice was just easy to make.
Victoria Veligodsky: Did you try other products for the same task before choosing Eltima solution? Why did you prefer our product?
Jim Bowyer: I actually did not. The reason for this is, that SyncMate works really well with a pocket PC. The setup was very easy and the synchronization of my contacts happened in a breeze. SyncMate’s ability to synchronize so many different things such as notes and files was a huge plus.
Victoria Veligodsky: Please, describe how you are using SyncMate for now.
Jim Bowyer: Since I spend a lot of time on the road and don’t want to carry a laptop, I just use my pocket PC to enter appointments and various information about customers. As soon as I get back in the office, I sync my PDA with my desktop for backup and just to have the same data on my desktop, too.
Victoria Veligodsky: How did you benefit from using SyncMate by Eltima?
Jim Bowyer: It has saved me a lot of time, not having to enter data twice or having twice the same information. SyncMate is very reliable and so far I have not suffered any data loss or problem synchronizing between my PDA and desktop computer.