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Free Technology Tools For Your Small Business With the generous sponsorship of:

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1 Free Technology Tools For Your Small Business With the generous sponsorship of:

2 2 © 2009 Northern California SBDC, All Rights Reserved Overview  10 free apps covered in detail  Similar apps listed  Small selection of what’s available  Most apps provide full value when you move to a paid plan, but using free version is a great way to test it  You don’t have to spend a significant amount of money to have a fully functional, efficient IT applications infrastructure for your small business

3 3 © 2009 Northern California SBDC, All Rights Reserved Productivity/Collaboration Apps – Google Apps http://www.google.com/apps/ Business Benefits:  Full suite of productivity apps to replace historically expensive desktop applications  Integrate nicely with each other – saving you time in double data entry  Remain free irrespective of the number of staff in your small business  Provide 80% of MS Office functionality – probably most of what you’ll need unless you’re a power user  Can replace or provide a cheap supplement to existing desktop applications  Fully compatible with Microsoft File formats  Enable a ready made collaborative environment with full version tracking Important apps for small business:  Gmail  Google Docs and Spreadsheets  Sites  Calendar  Google Voice

4 © 2009 Northern California SBDC, All Rights Reserved Productivity/Collaboration Apps – Google Apps

5 5 © 2009 Northern California SBDC, All Rights Reserved Other Free Productivity/Collaboration Apps  Open Office: http://www.openoffice.org/  Zoho: http://www.zoho.com/  IBM Lotus Symphony: http://symphony.lotus.com/software/lotus/symphon y/home.nsf/home  AbiWord: http://www.abisource.com/  Central Desktop: http://www.centraldesktop.com/

6 6 © 2009 Northern California SBDC, All Rights Reserved File Storage Apps- Box.net https://www.box.net/ Business Benefits:  Free online storage for each member of staff (1GB)  Provides an easy, secure way to share files with staff, clients and vendors  You can track who has accessed and updated files  Folder hierarchy imitates desktop file storage for easy staff training & acceptance  Easy collaborative environment includes file commenting, discussions etc.  Platform neutral

7 © 2009 Northern California SBDC, All Rights Reserved File Storage Apps – Box.net

8 8 © 2009 Northern California SBDC, All Rights Reserved  Mediafire: http://www.mediafire.com/  Filesanywhere: http://www.filesanywhere.com/  Dropbox: https://www.getdropbox.com/ Other Free File Storage Apps

9 9 © 2009 Northern California SBDC, All Rights Reserved Backup Apps – MozyHome Free http://mozy.com/ Business Benefits:  Free online backup up to 2GB for home edition. Enough room to store your most vital business files  Easy, intuitive interface. Little or no training requirement  Backs up both open and closed files (this is a big deal!). Backups don’t have to be done overnight – continuous (no loss of productivity)  Very secure – 448 bit encryption  Automatic, according to your schedule  Backs up Outlook files incrementally (again, this is a big deal!)  Online solution has built-in redundancy, and is physically remote (important for earthquake regions)

10 © 2009 Northern California SBDC, All Rights Reserved Backup Apps – MozyHome Free

11 11 © 2009 Northern California SBDC, All Rights Reserved Other Free Backup Apps  Yuntaa: http://www.yuntaa.com/  File Hampster: http://www.mogware.com/FileHamster/  Comodo (Windows only): http://backup.comodo.com/  Hinx Easy: http://www.hinxsoft.com/index.php?page=bueasy  Syncback (Windows Only): http://www.2brightsparks.com/downloads.html

12 12 © 2009 Northern California SBDC, All Rights Reserved Conference/Meeting Apps – FreeConference.com https://www.freeconference.com/ Business Benefits:  Free, on demand audio conferencing and desktop sharing  No need for costly PBX functionality – no upfront investment  Meetings can be set up on-the-fly  Costs can be pushed to clients/suppliers. Obviates need to set up expensive phone bridges, or 800 numbers  Automated email invitations. No need for an admin to “ring around”

13 © 2009 Northern California SBDC, All Rights Reserved Conference/Meeting Apps – FreeConference.com

14 14 © 2009 Northern California SBDC, All Rights Reserved Other Free Conference/Meeting Apps  Meeting Wizard: http://www.meetingwizard.com/mwiz/home/default.cfm  Yugma: https://www.yugma.com/  Fuze Meeting: http://www.fuzemeeting.com/  Dimdim: http://www.dimdim.com/

15 15 © 2009 Northern California SBDC, All Rights Reserved Unified Messaging Apps – Google Voice https://www.google.com/voice Business Benefits:  Aggregates all your numbers under one number – you can always be available for clients  Can call different numbers depending on the time of day  Set up “routing rules” depending on who is calling you – you are in charge of who gets through  VoiceMail via email – great way to “batch” your call replies for when it suits you  Set up different voicemails for different customer contact scenarios for greater efficiency  Put “Web Widgets” on your Web Site – customers can call you without you revealing your number  Free local and long distance calls in US

16 © 2009 Northern California SBDC, All Rights Reserved Unified Messaging Apps – Google Voice

17 © 2009 Northern California SBDC, All Rights Reserved Unified Messaging Apps – Google Voice

18 18 © 2009 Northern California SBDC, All Rights Reserved Other Free Unified Messaging Apps  Skype: www.skype.com  K7: www.k7.net  YouMail: http://www.youmail.com/home/index.do

19 19 © 2009 Northern California SBDC, All Rights Reserved Customer Relationship Management/Contact Management Apps - Highrise http://highrisehq.com/ Business Benefits:  Easy to use and learn – little to no staff training required  Contacts accessible online in one place for all members of staff  Different levels of assignable “Group” security  Sales staff can record all interactions with a client  You can track deals in the pipeline and deal outcomes  Easy to export/import contact information  You can automate and track account/client follow ups (anf have them delivered via email)  You can copy emails to a “dropbox” and have them automatically assigned to a client/case

20 © 2009 Northern California SBDC, All Rights Reserved Customer Relationship Management/Contact Management Apps - Highrise

21 21 © 2009 Northern California SBDC, All Rights Reserved Other Free Customer Relationship Management/Contact Management Apps  Zoho CRM: http://crm.zoho.com/crm/login.sas  Saleforce CRM Personal Edition: http://www.salesforce.com/ap/products/editions- pricing/personal-edition/  FreeCRM: http://www.freecrm.com/  Keepm: http://www.keepm.com/  Tactile CRM: http://www.tactilecrm.com/

22 22 © 2009 Northern California SBDC, All Rights Reserved Project Management Apps - Basecamp http://basecamphq.com/ Business Benefits:  Online Project Management app accessible by anyone with a browser – including clients and suppliers with appropriate security  Open, transparent design promotes effective collaboration both internally and externally  Platform-agnostic. No need to standardize your infrastructure  Easy to learn, but powerful – not over engineered like Microsoft Project. You don’t pay for unneeded functionality, and not a huge training overhead for staff  Open API integrates with a massive number of Web based apps like Freshbooks/Cashboard, and a number of iPhone apps – obviates need for data re- entry, saving you time  Collaborative environment with version tracking replaces traditional project stores such a SharePoint – significant cost savings  Easy to set up Milestones, assignable To-Do’s, and keep participants on track via email based task management. Provides better visual management of your important business projects

23 © 2009 Northern California SBDC, All Rights Reserved Project Management Apps - Basecamp

24 24 © 2009 Northern California SBDC, All Rights Reserved Other Free Project Management Apps  Gantter: http://gantter.com/  GantProject: http://www.ganttproject.biz/  jxProject: http://www.jxproject.com/  OpenProj: http://openproj.org/  Zoho Projects: http://projects.zoho.com/  Viewpath: http://www.viewpath.com/

25 25 © 2009 Northern California SBDC, All Rights Reserved Financial Apps - Freshbooks http://www.freshbooks.com/ Business Benefits:  Financial time tracking, estimating and invoicing all in one app  You can send and manage invoices online or offline – get paid faster, and easily track who has paid  Track expenses and re-bill clients  Online time-tracking (allows you to track time at client’s place of work) – also integrates with iPhone app. Makes sure you invoice all billable time  Integrates with several online accounting applications allowing you to avoid inefficiency of dual data entry. Also integrates with Salesforce, Basecamp, PayPal etc.  Allows online management of contractors and clear, transparent recording/access for clients – helps you build client trust and avoid nasty invoicing surprises

26 © 2009 Northern California SBDC, All Rights Reserved Financial Apps - Freshbooks

27 27 © 2009 Northern California SBDC, All Rights Reserved Other Free Financial Apps  Cashboard: http://www.getcashboard.com/  Outright: http://outright.com/  Shoeboxed: https://www.shoeboxed.com/index.htm  QuickBooks Online: http://oe.quickbooks.com/  Microsoft Office Accounting Express 2009: http://www.ideawins.com/

28 28 © 2009 Northern California SBDC, All Rights Reserved Business Management Apps – Working Point http://www.workingpoint.com/ Business Benefits:  Enter Client Data Once - Eliminate data entry errors  Become more responsive to client requests – one place to look for information on whole account  Streamline administration - Improve efficiency and boost productivity  Achieve a 360 degree view of your company using one integrated application  Link production to orders, sales accounts to inventory, stock replenishment process to inventory  Critical business information is online with redundant backup

29 © 2009 Northern California SBDC, All Rights Reserved Business Management Apps – Working Point

30 30 © 2009 Northern California SBDC, All Rights Reserved Social Networking Apps - Ping http://ping.fm/ Business Benefits:  Allows you to update social networking site from a variety of entry points: Mobile Phone, SMS, MMS, IM, 3 rd party apps  Posts out same message to over 40 social networking sites, saving you the time of updating them all  Allows clients, suppliers, partners, to follow you on their social networking platform of choice

31 © 2009 Northern California SBDC, All Rights Reserved Social Networking Apps - Ping

32 32 © 2009 Northern California SBDC, All Rights Reserved Any Questions? RESOURCES: ~ Friends of the Santa Cruz County Library: http://www.fscpl.org 831-420-5790 ~ Santa Cruz Public Library Business & Company Resource Center: http://www.santacruzpl.org/websites 831-420-5730 ~ Central Coast Small Business Development Center: http://www.centralcoastsbdc.org 831-479-6136 ~ Downtown Association: http://www.downtownsantacruz.com ~ Santa Cruz Chamber of Commerce: www.santacruzchamber.org 831-457-3713 Thank you to our sponsor! www.bayfed.org


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