Evaluating Collaboration Tools for Your Small Business

Des Cahill, CMO Samepage

Katie Knight, Sr. Customer Success Manager

Get More Done with Collaboration Tools

1. What is Collaboration (Teamwork)?

2. Common Teamwork Software

3. Tips for your Business

4. Samepage for Business

Road Map

Confidential. Copyright ©2015, Kerio Technologies Inc. All rights reserved.3

The art of working as a team to perform a task and achieve shared business goals. Getting the day to day work of your business done.

The shape that collaboration takes depends on your business:Realtor – Home sale. All documents in one online place. Access for appraiser, inspector, stager, title agent, client, lender, etc.

Accounting/Legal – Client document collection, sharing and private discussion.

Marketing Agency – Client project, manage subs & budget, share creative Architecture/Design – Share sketches, designs with clients

Collaboration = Teamwork

Collaboration = Teamwork = Getting Stuff Done


Managing Employees

Customer InteractionManaging Vendors/Partners

Monitoring & Guiding Progress

CEO/Owner

As an SMB Owner, you’re caught in the middle of everything:

How do work teams communicate?

Teams communicate and work together like it’s 1995!


The trouble with email….

We get too many emails! And it’s impossible to find the one message we need!


2005: Cloud files to the rescue!

Box in 2005, and Dropbox in 2008 came along to solve file sharing


Full email box + full cloud file folder

These tools were supposed to save us, but they’ve only made the problem worse.


• Mobile/BYOD› Employees bring iPhones, tablets to work› Expect consumer grade software at work

• Distributed workforce› 37% of global workforce is non-office and mobile› 72% U.S. workforce remote or mobile by 2020 (IDC 2015)

› Off-shoring, consultants• Millennials

› Not afraid of bringing new technology solutions to workplace• Freemium Cloud Software

› Try it for free, buy it later

Technology is changing the way we work:

2015: Teamwork Software

2015: Lots of Teamwork Tools for your business!

With all of these cloud options it’s possible to build a quiver of

collaboration tools – they’re all cloud based, free to try, and work on employee’s personal devices.

But how do you choose the right ones?


1. There is no one size fits all teamwork software/experiment› It’s inevitable to adopt different kinds, just don’t adopt 2 of the same kind!

2. Let your departments discover the best tools for their specific tasks› They know their needs better than IT

3. Try before you buy› Freemium software lets you use it at no cost/experiment

4. Develop internal norms around the software› Everyone using it in the same manner

5. Nothing replaces old fashioned business practices› Leadership communication of business goals› In person meetings, phone calls, video conferences

Tips for your teamwork software strategy

Introducing Samepage

Your projects. Your team. Your tasks.

All on the same page.


Samepage - what if you could?

Create an online page, with all of your:

Your Team

Meeting Notes

MS Office Files

Cloud Files

Share with anyone

Comments & notifications

Image files


Samepage – everything in on one page

Manage tasks

Discuss updates With your team

Project files &Notes

Team calendar


• Create an online page and…..• Invite your team members to share it• Put all your meeting and project notes on the page• Upload powerpoints, spreadsheets, pdfs or any file• Make ongoing comments about the project on the page• Put Dropbox, Box, GoogleDrive files on the page• Share some of the pages with customers

AND• Have less email in your inbox?

With Samepage You Can:

Des Cahill, CMO Samepage

Katie Knight, Sr. Customer Success Manager

Get More Done with Collaboration Tools

Thanks!

For more info and a free trial of Samepage visit:

https://www.samepage.io