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Wednesday Webinar Pt. II: Using online services and mobile apps to save time and money


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Wednesday Webinar Pt. II: Using online services and mobile apps to save time and money

  1. 1. Using Online Services & Mobile Apps to Save Time and Money
  2. 2. Agenda <ul><li>Welcome to Wednesday Webinars </li></ul><ul><li>Panelists Presentations </li></ul><ul><li>Q/A </li></ul><ul><li>Next Wednesday </li></ul>
  3. 3. Anita Campbell
  4. 4. Wednesday Webinars – <ul><li>Anita Campbell </li></ul><ul><li>Editor, Small Business Trends </li></ul><ul><li> </li></ul><ul><li>Twitter: @smallbiztrends </li></ul><ul><li>Brent Leary </li></ul><ul><li>Partner, CRM Essentials </li></ul><ul><li> </li></ul><ul><li>Twitter: @brentleary </li></ul>Hosted by:
  5. 5. Wednesday Webinars <ul><li>4 part series exploring use of mobile devices as we conduct business, and doing business on the go. </li></ul><ul><li>Today’s session focuses on social media to reach customers on the go and continue to market our businesses and stay connected, even if: </li></ul><ul><ul><li>We are out of the office, or </li></ul></ul><ul><ul><li>Our customers and prospects are on the go. </li></ul></ul><ul><li>BIG thanks to BlackBerry for underwriting these webinars and making them possible </li></ul>
  6. 6. Wednesday Webinars <ul><li>Please feel free to tweet on Twitter – use hashtag: #smbmobility </li></ul><ul><li>Follow the tweeting action at </li></ul>
  7. 7. Brent Leary
  8. 8. Today’s Panelists <ul><li>Taylor Mingos </li></ul><ul><li>CEO, </li></ul><ul><li> </li></ul><ul><li>Mary Shapero </li></ul><ul><li>Product Mgr, Intuit </li></ul><ul><li> </li></ul><ul><li>E-mail: </li></ul><ul><li>Vivek Thomas </li></ul><ul><li>President, Maximizer </li></ul><ul><li> </li></ul><ul><li> </li></ul>
  9. 9. Taylor Mingos
  10. 10. 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.
  11. 11. 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
  12. 12. Shoeboxed Mobile <ul><li>Never lose a receipt, lead, or contact again! </li></ul><ul><li>Snap a photo with your phone and send it over </li></ul><ul><li>Email scanned image files from your computer </li></ul>
  13. 13. Vivek Thomas
  14. 14. Benefits and Drivers for Mobile C RM <ul><li>Increase customer face time and productivity </li></ul><ul><li>Look-up history: real-time info before meeting </li></ul><ul><li>Real-time updates from field to management </li></ul><ul><li>Leverage CRM </li></ul><ul><ul><li>Leads to Prospects </li></ul></ul><ul><ul><li>Prospects to Opportunities </li></ul></ul>Increase Revenue Improve Service Reduce Cost Top Line Bottom Line Quality
  15. 15. Maximizer Mobile CRM <ul><li>Mobile Dashboard </li></ul><ul><li>Document Library </li></ul><ul><li>Sales & Service: </li></ul><ul><li>Sales forecasts </li></ul><ul><li>Service cases </li></ul><ul><li>Tasks </li></ul><ul><li>Calendar </li></ul><ul><li>Accounts & Leads: </li></ul><ul><li>Notes </li></ul><ul><li>Profile </li></ul><ul><li>Log Calls, Emails </li></ul><ul><li>Maps </li></ul><ul><li>Store data on device </li></ul><ul><li>Synchronize wirelessly </li></ul><ul><li>Real-time look-ups to corporate CRM </li></ul>
  16. 16. Maximizer™ CRM for BlackBerry Mobile Dashboard Assign a Task Maps Integration
  17. 17. Mary Shapero
  18. 18. 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
  19. 19. Intuit GoPayment <ul><li>Hassle-free </li></ul><ul><li>Affordable </li></ul><ul><li>Improves Cash Flow </li></ul>
  20. 20. Works With QuickBooks & Card Swipe <ul><li>Saves time by eliminating manual entry </li></ul><ul><li>Reconciles charges in QuickBooks </li></ul><ul><li>Reduces risk of data entry errors </li></ul><ul><li>Easy and quick way to enter card data </li></ul><ul><li>Lowers discount rate to 1.64% </li></ul><ul><li>Bluetooth </li></ul>Card Swipe and Receipt Printer Downloads into QuickBooks “ 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. ”
  21. 21. Thank You <ul><li>Questions? </li></ul>
  22. 22. Next Wednesday – October 7 th 1pm New York Time <ul><li>Analyze This! </li></ul><ul><li>5 Ways to Measure The Impact of Your Social Media Activities </li></ul>For more information go to Small Biz