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

Using Online Services & Mobile Apps to Save Time and Money

Use #smbmobility#smbmobility to tweet!

Agenda

• 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:


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


Wednesday Webinars

• 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: [email protected]

• Vivek Thomas• President, Maximizer

• www.maximizer.com/mobilecrm• www.twitter.com/maximizercrm


Taylor Mingos

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

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

Use #smbmobility#smbmobility to tweet! 12

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


Vivek Thomas


Benefits and Drivers for Mobile CRMRM

• 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

IncreaseRevenue

Improve Service

Reduce Cost

Top Line

BottomLine

Quality


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


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


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.”


Thank You

Questions?


Next Wednesday – October 7th 1pm New York Time

Analyze This!Analyze This!5 Ways5 Ways to Measure The to Measure The

Impact of Your Social Impact of Your Social Media ActivitiesMedia Activities

For more information go to SmallSmallBizBizWednesdays.comWednesdays.com

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

Business

shoeboxed mobile

maximizer crm

use of mobile devices

blackberry mobile dashboard

business cards

secure use

crm essentials http

prospects prospects