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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