(This post originally appeared on Forbes)

Is your company’s technology up to speed or out of date? What’s hot and what’s not? What technologies are other businesses using that you should be considering?

That’s the purpose of Tech Check. Each week, we’ll do a quick survey of a small business to see what technology it’s–using because we’re all interested in keeping up with the Jones’s, right? How do you compare?

This week, to get the ball rolling, we’re doing a Tech Check with, well, with me: Gene Marks, President of The Marks Group. The Marks Group provides small and medium-sized businesses with consultant services for CRM, cloud accounting, sales and marketing, and more. Founded in 1994, my company has 10 employees who all work remotely, and the headquarters is in Bala Cynwyd, PA.

Network environment: Windows

Primary laptop:  Dell XPS 13

Primary tablet:  Kindle

Smartphone:  Samsung Galaxy S8

Company phone system: VirtualPBX

Primary company applications:  Xero, ZohoCRM, Microsoft Office

Favorite mobile applications:  ZohoCRM, Evernote, Feedly

Email: Zoho

How has the technology in your business changed in the last five years?

We used to have all of our desktop applications installed on a managed server. During the past five years, we moved off the older, client-server applications to cloud-based systems.

Where do you plan to spend your technology dollars in the next 12 months?

We are looking to add more marketing automation to our CRM and expand our use of MSOffice.  We’ll spend money on training.

What is your biggest technology frustration?

Batteries.  I’m constantly charging devices.

What application is most valuable for your business and why?

Zoho.  We have embraced CRM, and everyone uses the system.  We keep pending and historical information about our customers and prospects and rely on it for reports and alerts.

What has been your biggest technology mistake since you started your business?

Not embracing cloud-based apps fast enough. We were reluctant to change, and this held us back from taking advantage of accessing our data anywhere and from any device.

What are you doing to protect your data?

We use an online backup service (Carbonite) and also rely on our cloud providers to back up and secure our company’s data.

Finally, what’s the one biggest thing you’ve learned about technology since you started?

It’s not the software or the hardware.  It’s the people.  Technologies are just tools to help people get work done. But they’re useless if your people aren’t using them well.



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