Business Tools We Use At

GurusForHire.comKevin Davis

801-703-7568

Project Management Contact Management Calendaring Tasks Client Appointment Scheduling Customer Communication Remote Access Payments iGoogle Portal Password Management

Types Of Tools I’ll Talk About

Pelotonics◦ Web-Based Tool used to manage tasks with

Offshore Team◦ Integrates with Google Docs◦ Integrates with Evernote

Alternatives◦ Basecamp◦ Clocking IT – Free◦ DotProject – Free – Fandango Installation

Project Management

Open Project◦ Open-source alternative to Microsoft Project◦ Used on bigger projects (1-12 Months)◦ Benefits

Track Resource Assignments Identify Dependent Tasks Define Milestones Adjust schedule as problems happen and see affect

on schedule Graphically display schedule with a Gantt Chart

Jing – Used to communicate changes to Designer/Developer easily and clearly

Other Project Mgmt Tools

Core – Google Contacts Thunderbird – Google Contacts Add-On Blackberry – Google Sync Sugar CRM – MyCRM Connector for Google

Contacts Each system updates the central records on

Google Contacts Each system is a 2-way interface

Contact Management

Core - Google Calendar Thunderbird

◦ Provider For Google Calendar Add-on Blackberry

◦ Google Sync Tungle.me for clients

◦ Shows clients availability and allows them to book appointment through self-service portal

Calendaring

Core – Remember The Milk Blackberry Thunderbird

◦ Through Google Calendar◦ Currently not an updated add-On available

Google Calendar using the Remember The Milk Plug-in

Tasks

Tungle.me◦ Completely integrated with Google Calendar◦ No longer have to manage two calendars◦ I simply manage the Google Calendar and

Tungle.me is updated automatically Alternatives

◦ Timedriver◦ GenBook.com◦ Downside – Have to manage appointment

calendar separately and update it at least every 3 months.

Client Appointment Scheduling

Email – Thunderbird◦ Easily manages multiple accounts

Google Voice◦ Virtual Admins monitor and listen to voicemails◦ Skype – Cheap crystal clear communication◦ GotoMeeting.com – Helps walk through

documents in real time. Can transfer control to them to show documents from their computer

Fill Any PDF◦ Contracts & Questionnaires

Drop.io – Collaboration tools

Customer Communication

LogMeIn.com◦ Gives remote access to a PC for free◦ iPhone App◦ No file transfer with free version

Dropbox.com◦ File sharing across computers◦ Free version or paid for more storage

Remote Access

Xoom.com◦ Used to pay offshore team◦ Link to bank account for transfers in a couple hours◦ Without linking to bank account transfer can take up

to a week depending on amount◦ $4.99 a transfer◦ We can transfer up to $6000/month

Paypal Google Checkout Eventbrite – Great way to setup payment for

webinars◦ Affiliate Tracking

Payments

YouCalc.com Widgets◦ SugarCRM Pipeline Analysis◦ Google Adwords Stats◦ Google Analytics Stats◦ ZenDesk Stats◦ Salesforce.com Stats◦ Basecamp Integration◦ Highrise Integration

iGoogle Portal

Roboform◦ Manages your passwords◦ Fills forms◦ Generates passwords◦ Print backup list◦ Can be installed on flashdrive or computer

Password Management