Presentation for the Boca Chamber.

2. Time Management
Using Technology Effectively
Erick Solms

3. Company Emails
• Organize your company emails
• Use Flagged Emails on Phone/Computer
• Have Search Folders to categorize
emails
• Integrations with your different
software/tools used
• Separate your company against personal
emails.
• Use App to unsubscribe from
newsletters. Ex. Email from EasilyDo.
• Enterprise emails as Google Apps and Office
365

4. Scheduling
• Put all your tasks in your Calendar
• All meetings need to be on your
calendar and synced across devices.
• Share calendars with your team
• Use an scheduling app to arrange
meetings. Apps that integrate with your
calendar such as timetrade.com.
• Use a single calendar to avoid potential
missed appointments.
• Use Webinar software such as Join.me
to save you drive time when needed.

5. Centralized Documentation
• Centralize your files and folders by
implementing File and Collaboration tools
• Common tools used are OneDrive, Dropbox
or Box.com.
• The tools will make you more mobile and
all your files will be synchronized across
devices.
• Easier to share files and folders with
coworkers, vendors, and clients.

6. CRM– Customer Relationship
Management
• Lets you store and manage prospects and
customer information.
• Allows to track communication of emails,
meetings, contacts, calls, files, notes and
messages and even social media.
• One place for everything related to sales.
• Good to track if emails are opened for your
leads.
• Perfect personal CRM: Cloze Pro

7. CRM - Example

8. Team Communication
• Implement a messaging solution for your team
and invite your clients.
• Example: Slack
• It allows us to have a channel per client and
invite clients to be a part of the communication
• Slack also has an integration with the Cloze CRM
that enables you to chat and get information for
your agenda or info about contacts.

9. • Cloud Accounting is key in today’s business.
Example: Xero.
• Integrate all your different departments so the
data flows from one to the other
• Examples:
• HR software integrates with Payroll
• Payroll integrates with Accounting
• PSA (Professional Services Automation)
integrates with Accounting
• Integrate all areas such as Inventory,
Invoicing, CRM, Time Tracking, POS,
Payments, Expenses, Documents, etc.
Technology for
Accounting and Integrators

10. Backup and Disaster Plan
• Why? Time Management?
• Attacks geared for SMB
• You will save money and time if
you have good procedures
• Possible bankruptcy if not
handled properly.

11. Final Thoughts and Questions
• Your most valuable asset is your
time
• The present is maximizing your
time.
• The future is subscription based
models for businesses.
• It is all about your integrations.

12. Thank you
Erick Solms
esolms@simplitfy.com
561-425-6100
www.linkedin.com/in/esolms