time management - using technology effectively

Time Management Using Technology Effectively

Erick Solms

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

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.

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.

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

CRM - Example

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.

• 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

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.

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.

Thank youErick [email protected]/in/esolms