Using Online Services & Mobile Apps to Save Time and Money

Agenda Welcome to Wednesday Webinars Panelists Presentations Q/A Next Wednesday

Welcome to Wednesday Webinars

Panelists Presentations

Q/A

Next Wednesday

Anita Campbell

Wednesday Webinars – SmallBizWednesdays.com Anita Campbell Editor, Small Business Trends http://smallbiztrends.com Twitter: @smallbiztrends Brent Leary Partner, CRM Essentials http://brentleary.com Twitter: @brentleary Hosted by:

Anita Campbell

Editor, Small Business Trends

http://smallbiztrends.com

Twitter: @smallbiztrends

Brent Leary

Partner, CRM Essentials

http://brentleary.com

Twitter: @brentleary

Wednesday Webinars 4 part series exploring use of mobile devices as we conduct business, and doing business on the go. Today’s session focuses on social media to reach customers on the go and continue to market our businesses and stay connected, even if: We are out of the office, or Our customers and prospects are on the go. BIG thanks to BlackBerry for underwriting these webinars and making them possible

4 part series exploring use of mobile devices as we conduct business, and doing business on the go.

Today’s session focuses on social media to reach customers on the go and continue to market our businesses and stay connected, even if:

We are out of the office, or

Our customers and prospects are on the go.

BIG thanks to BlackBerry for underwriting these webinars and making them possible

Wednesday Webinars Please feel free to tweet on Twitter – use hashtag: #smbmobility Follow the tweeting action at http://SmallBizWednesdays.com

Please feel free to tweet on Twitter – use hashtag: #smbmobility

Follow the tweeting action at http://SmallBizWednesdays.com

Brent Leary

Today’s Panelists Taylor Mingos CEO, Shoeboxed.com http://shoeboxed.com Mary Shapero Product Mgr, Intuit http://mobilepayments.intuit.com E-mail: mary_shapero@intuit.com Vivek Thomas President, Maximizer www.maximizer.com/mobilecrm www.twitter.com/maximizercrm

Taylor Mingos

CEO, Shoeboxed.com

http://shoeboxed.com

Mary Shapero

Product Mgr, Intuit

http://mobilepayments.intuit.com

E-mail: mary_shapero@intuit.com

Vivek Thomas

President, Maximizer

www.maximizer.com/mobilecrm

www.twitter.com/maximizercrm

Taylor Mingos

From messy paper to organized online! ... without any effort from you Send Shoeboxed your receipts, business cards, and documents. We scan, organize, and categorize them, then post them to your secure online account.

The Shoeboxed Service Mail us your stuff in our Pre-Paid envelopes. We scan the documents, extract the data, then load them to your secure account Export your receipts to Quicken, PDF, Quickbooks, Freshbooks, Outright, Excel Export your cards to Evernote, Salesforce, BatchBooks, Gmail

Shoeboxed Mobile Never lose a receipt, lead, or contact again! Snap a photo with your phone and send it over Email scanned image files from your computer

Never lose a receipt, lead, or contact again!

Snap a photo with your phone and send it over

Email scanned image files from your computer

Vivek Thomas

Benefits and Drivers for Mobile C RM Increase customer face time and productivity Look-up history: real-time info before meeting Real-time updates from field to management Leverage CRM Leads to Prospects Prospects to Opportunities Increase Revenue Improve Service Reduce Cost Top Line Bottom Line Quality

Increase customer face time and productivity

Look-up history: real-time info before meeting

Real-time updates from field to management

Leverage CRM

Leads to Prospects

Prospects to Opportunities

Maximizer Mobile CRM Mobile Dashboard Document Library Sales & Service: Sales forecasts Service cases Tasks Calendar Accounts & Leads: Notes Profile Log Calls, Emails Maps Store data on device Synchronize wirelessly Real-time look-ups to corporate CRM

Mobile Dashboard

Document Library

Sales & Service:

Sales forecasts

Service cases

Tasks

Calendar

Accounts & Leads:

Notes

Profile

Log Calls, Emails

Maps

Store data on device

Synchronize wirelessly

Real-time look-ups to corporate CRM

Maximizer™ CRM for BlackBerry Mobile Dashboard Assign a Task Maps Integration

Mary Shapero

Challenges with Getting Paid on the Go Typical challenges… Result Don’t accept credit cards Must take a check or cash and wait to process payment – slow cash flow and fewer sales Must call back to the office Slows processing, doesn’t look professional, lacks security Use an imprint machine Need to wait to process payment, must carry extra hardware, not secure Use a wireless terminal Process payments on the spot but can be expensive (~ $1,000) and must carry extra hardware

Intuit GoPayment Hassle-free Affordable Improves Cash Flow

Hassle-free

Affordable

Improves Cash Flow

Works With QuickBooks & Card Swipe Saves time by eliminating manual entry Reconciles charges in QuickBooks Reduces risk of data entry errors Easy and quick way to enter card data Lowers discount rate to 1.64% Bluetooth Card Swipe and Receipt Printer Downloads into QuickBooks mobilepayment.intuit.com “ With my current credit card system, I spend at least ten minutes processing every transaction -- that ’ s a lot of time! ” said Adam Shaening-Pokrasso, partner at Sound Arts , a recording studio in San Francisco, Calif. “ I ’ m really looking forward QuickBooks 2010 for Mac because it will help me process cards in just a few seconds. And because it ’ s integrated, I will no longer need to manually re-enter data. ”

Saves time by eliminating manual entry

Reconciles charges in QuickBooks

Reduces risk of data entry errors

Easy and quick way to enter card data

Lowers discount rate to 1.64%

Bluetooth

Thank You Questions?

Questions?

Next Wednesday – October 7 th 1pm New York Time Analyze This! 5 Ways to Measure The Impact of Your Social Media Activities For more information go to Small Biz Wednesdays.com

Analyze This!

5 Ways to Measure The Impact of Your Social Media Activities