Roundtable Description:

Collaboration Tools & Tips: Advice on sharing content and information across departments, offices and timezones with free tools that are readily available like google docs, sheets & slides, iPhone note sharing and group messaging.

Collaboration tools

- NO EMAILS

- personalize/humanize

Google

-google sheets

-Marketing deadlines doc - task list

-email content matrix

-PPT – google slides

-direct mail sample

-doc – content

-comment vs edit

HP F17 Preview

DropBox

  • PDF commenting/markup (Esther)
  • File requests

iPhone

-notes on iphone – share

-shared photo albums

-photo circle app

Social Media

-shared pinterest boards: Your Pinterest board that you invite others to pin on

- public:

- private:

Real-time Text/Msg

-group text message

Set up in advance so all users have access, can silent alerts

-group messaging app

GroupMe

Whats app

Slack

Project management tools

-basic:

- Basecamp (copy/task)

- Valero

- Slack (all talking vs email)

- Trello

-advanced: Workzone (detailed, image, structed task dependencies)

Suggestions from Emily @ Furniture Dealer:

Asana - place to create tasks and projects; you can set goal dates and assign to a person to keep accountability; quickly became our favorite way to track projects and tasks

Intuit Quickbase - build-your-own style database; we track conversations, people, larger initiatives, company structure, etc.

Constant Contact - email lists for blasts, events, etc.; use tags and groups to organize who gets specific types of communication (clients vs. partners vs. prospects vs. general PR)

Cloudberry Explorer for Amazon S3 - This is a server that only our employees can access, and it's a great place to save/organize large amounts of files multiple people may need to access. You need to have an Amazon S3 account, so this would work well for larger companies who use Amazon Web Services as their server/platform provider (which we also would highly recommend). This is a much more advanced tool, so probably not great for entrepreneurs, designers, .

Smartsheet - WithIt uses this. You can track projects/tasks and even attach documents or send messages and track accountability with people and goal dates

Aha

Office 365 - share with others, or create groups for sharing

One Note, Evernote

Video COnference:

Skype

Gotomeeting

Webex

Facetime

ProofHQ - multiple people marking the proof

Unroll me - time management for email