Eliminate Risk & Gain Rewards Using Technology: How Savvy Successful Small Businesses Operate By Laura Leist, CPO, MOS, CRTS January 12, 2015

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1 How Savvy Successful Small Businesses Operate By Laura Leist, CPO, MOS, CRTS January 12, 2015 Contact Information Laura Leist Eliminate Chaos Author: Eliminate the Chaos at Work: 25 Techniques to Increase Productivity Author: Eliminate Chaos: The 10-Step Process to Organize Your Home & Life Author: Increase Your Productivity Using Microsoft Outlook (business productivity tips) (residential organizing tips) Facebook: /eliminatethechaosatwork (business productivity) Facebook: /eliminatechaos (residential organizing) LinkedIn: LauraLeist Eliminate Chaos, LLC

2 Session Goal #1: Understand why your business needs to use a Customer Relationship Management (CRM) System. Questions to ask yourself when determining which Customer Relationship System (CRM) you should use: 1. Should I use a software or cloud-based solution? 2. What is your exit strategy? 3. What is your long term ROI for the CRM you select? 4. How do you intend to use the information that will be stored in the CRM? 5. Do you have buy-in? 6. Other Questions: Product Act! By Sage Avidian Business Contact Manager (Microsoft) Contactually Highrise Infusionsoft SageCRM SageCRM.com Salesforce.com SugarCRM Zoho On-Premise Hosted Both Eliminate Chaos, LLC Page 2

3 CRM #1- My Take-Aways: CRM Product Discussion Notes Page CRM #2- My Take-Aways: Eliminate Chaos, LLC Page 3

4 Session Goal #2: Learn what solutions and service providers exist to share calendars across team members and how you can sync them. Pre-Conceived Notions Microsoft Exchange is for big companies and is too expensive. Website and have to be hosted in the same location. (Canada) Sherweb Hosted Exchange 2013 Professional - $7.95/month Business - $12.95/month Number of Users 1 1 Box Size Unlimited Unlimited Resource Mailbox (i.e. meeting room) Unlimited Unlimited Online Backup (full environment backup 1 GB/User 1 GB/User & recovery cloud/ local)* Archiving (online) No IMAP / POP3 Contact and Calendar Sharing Configurable Anti-Spam Filtering ActiveSync 3 Device/User 5 Devices/User Outlook Web App (OWA) Hosted SharePoint 200 MB/Company 200 MB/Company Lync (IM, Audio/Video Conferencing) No *The online backup will not do you much good because it is only 1 GB. If you need more space, you can pay $5.99/month for a 60 GB plan, or use another service for backing up documents. My Take-Aways About SherWeb: Eliminate Chaos, LLC Page 4

5 Small Business Premium Office 365 Small Business Premium $12.95/Month (Annual payment of $150.00) Number of Users 1 Box Size 50GB Office Applications: Outlook, Word, Excel, PowerPoint, OneNote, Publisher, Access, Lync Included Office for Tablets* (Office on Window Tablets and ipad) Included Office for Smartphones (View and Edit Office Docs on the Go) Included Online Versions of Office (Word, Excel and more) Included Resource Mailbox (i.e. meeting room) Included OneDrive** 25GB of Storage/User Archiving (online) No IMAP / POP3 Contact and Calendar Sharing Configurable Anti-Spam Filtering ActiveSync Unlimited Devices Outlook Web App (OWA) Hosted SharePoint Lync (IM, Audio/Video Conferencing) Unlimited Public Website (Use your own domain no addition hosting fees.) *Microsoft Wrote a version of Office for the ipad. **Microsoft just announced they are increasing this to 1 TB. My Take-Aways About Office 365 Small Business Premium: Eliminate Chaos, LLC Page 5

6 (United States) Google Apps for Business vs. Google My Take-Aways About Google: Calendar Synchronization My Take-Aways Eliminate Chaos, LLC Page 6

7 Session Goal #3: Understand "how" to share files across different platforms, such as PC's, Macs and ipads. Uses for File Sharing Share a folder to your Accountant Share a folder to your Virtual Assistant Share folders of pictures to family and friends Share a password file Use to share large files instead of an FTP site (Based in Canada) 60 GB: $74.99/year or $7.49/month 100 GB: $99.99/year or $9.99/month 250 GB: $249.99/year or $24.99/month 1000 GB: $550/year or $55/month for 1000GB Platforms: Windows and MAC Mobile Apps: iphone ipad, Android, Blackberry, Windows, Kindle Fire, Symbian, Outlook Plugin Feature: Select any folder on your computer to sync My Additional SugarSync Notes: Eliminate Chaos, LLC Page 7

8 Dropbox: FREE: 2 GB (Can earn up to 18 GB free with 500 MB per referral) Dropbox Pro: $9.99/user/month: 100 GB Dropbox for Business: $15/user/month for a minimum of 5 Users: Unlimited Storage Platforms: Windows, Mac Mobile Apps: iphone ipad, Android, Blackberry, Kindle Fire My Additional Dropbox Notes: OneDrive: OneDrive Add Ons: FREE: 15 GB* (Just announced on June 23 rd, 2014 up from 7 GB) * Get 3 GB additional FREE when you activate camera roll backup * Get 500 MB for each friend you refer up to 5 GB (10 friends) 50 GB: $25/annually 100 GB: $50/annually 200 GB: $100/annually OneDrive for Business: 1 TB**: $2.50/user/month with annual commitment **Just announced up from 25 GB Platforms: Windows, Mac, Web, Remote Mobile Apps: iphone, ipad, Windows Other Features: Edit online at same time as others, version tracking, SSL encryption, and multiple copies of files and pictures are stored on several servers to protect data from hardware failure My Additional SkyDrive Notes: Eliminate Chaos, LLC Page 8

9 BONUS Goal: Why you need to own your technology for business continuity and disaster recovery. Do you really own your own domain? Real Life Story/Examples: Eliminate Chaos, LLC Page 9

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