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CRE APPS OF DISTINCTION
AMERICAS SUMMIT – 2013
APPLE / IOS | ANDROID | BROWSER
APPLICATION GUIDE
USE CASES
INSTRUCTIONS
R. Bobby Palta
Vice President, Retail Services
CBRE, Inc.
407-404-5000
cbre.com/bobby.palta
bobby.palta@cbre.com
@theRetailBrokr
Why These Apps?
• Smart devices are great…but people struggle with how to use
them for business.
• It's not only important for yourself, but for your clients.
• If they are slowed down, so are your deals.
• There’s a plethora of apps, websites, recommendations,
experts. A lot of people just shut off to all that and just do what
they know.
• The following apps are universal - brokers, owners,
executives, developers, service providers, even students and
grandparents can take advantage.
CRE Apps of Distinction
Why These Apps?
• For us in business, it's a struggle to stay productive while
away from the office.
• Catching up on work after a trip takes you away from your
family and burns you out further.
• Carrying laptops everywhere isn't a good solution. Apps
bridge the gap.
• All of this is about saving time. The first time it may take
longer, the second equal, the third less, and when you show
someone else then it multiplies and your efforts are
compounded, like interest.
• These apps will make you more productive in and out of
the office.
CRE Apps of Distinction
What Apps?
Top Apps
- Evernote
- CloudMagic
- Notability
- Google Voice + Talktatone
- MobileDay
* All of these are available on iOS & Android.
Great Apps
- Dropbox / Box
- CamCard
- JuiceDefender (Android)
- EZ Calculators | RPN Calculator
(Android)
- QuickOffice
- Any.do
- Pinterest
- The Lobby / Jive
- Dragon Dictation
- HootSuite
- BAO & ArcGIS
- RCAnalytics
- Google Hangouts
- LinkedIn
* All are available on iOS & Android unless noted
otherwise.
CRE Apps of Distinction
Evernote
Features
• It's like having another brain. Create an
organized library for all your thoughts, easily.
• Capture notes digitally on any device, synced
instantly across all devices. Never miss an
opportunity to capture a thought.
• Organize notes by Category and by Tag. Find
notes quickly and easily - even from years ago.
• All your thoughts right where you need them.
No more searching for scraps of paper, old
notebooks, all that.
• Email articles, documents, attachments, links
to Evernote. Archive anything in 10 seconds
and build a huge personal library.
• Take pictures and record audio and add notes.
No more searching for scraps of papers,
magazines, whatever.
• Share notebooks with your team, clients,
family, whoever (requires premium
subscription)
• Works on iPad, Android, Browsers
Benefits
• Tenant / Buyer Rep: Email marketing
brochures and categorize by property type,
features. Build tour books quickly!
• Landlord / Seller Rep: Email articles on active
tenants & buyers and categorize by their
attributes. Build prospect lists quickly!
• Marketing & Research: Capture market data on
the spot, send business journal articles to your
notebooks. Create robust marketing brochures
with pertinent research with less effort.
• http://lifehacker.com/5989980/ive-been-using-
evernote-all-wrong-heres-why-its-actually-
amazing
CRE Apps of Distinction
CloudMagic
Features
• One search box for your digital life.
Includes your email inboxes,
Dropbox, Evernote, etc. Find what
you're looking for right away, don't
waste time scrolling & searching.
• iPad search only searches your iPad.
Outlook email search only works in
email. Windows search only looks
through files and isn't very good.
Other email searching doesn't work
well.
• Works on iPad, Android, Browsers
Benefits
• Find the phone number of the guy you
want to call while you're at the red
light.
• Find the document your client wants
while she's on the phone and email it
to her right away.
• Find the name of that other guy who
was at the meeting - it searches
calendar too.
CRE Apps of Distinction
Notability
Features
• Write handwritten notes, type text,
capture images, record audio, take
pictures. Take the most descriptive
notes ever.
• Syncs instantly with Cloud storage
like Dropbox. Email your handwritten
notes to others quickly.
• Opens PDF files to annotate (write
notes) directly on the PDF. Sign a
document wherever you might be.
Benefits
• Get contracts signed: Open the PDF
from your email, put it in front of your
contract for them to sign, and email it
right back. No printing, no scanning,
no faxing!
• Mark up site plans: Open the PDF and
start marking it up with handwritten
notes & typed text and email it to the
developer.
• Comment on photos: Take a photo
and write up your comments and
email it to the contractor.
CRE Apps of Distinction
Google Voice + Talkatone
Features
• 1 number for callers to remember for you
• Calls all your phones (office, cell, etc) at once
(can customize do not disturb times, add new
ones anytime)
• Callers are announced (either by address book
entry or new callers speak their name)
• Digital voicemail retrieval on any device
• Voicemails are transcribed from speech to text
(quality depends on their accent)
• 1 touch calling / via conferencing your phone of
choice from the app
• Turns your smart device into a phone
• Full integration with Google Voice features
above – it uses your GV #
• Runs on WiFi – doesn’t use your airtime
• Allows you to use a Headphone / Mic cord or
speakerphone
• Good call quality
• Android + iOS
• $20 / year for unlimited airtime is a steal
Benefits
• Only one phone number to give out to your
clients.
• Block certain callers and send them straight to
voicemail.
• All your phones ring at once.
• Combined with call forwarding, it's a true one
number solution.
• Read your voicemails - great for meetings,
respond quickly if needed.
• Turn your smart device into a wifi phone using
the speakerphone or wired mic-enabled
headphones. Really turn the coffee shop or
airport lounge into your office. Save your cell
phone battery life and airtime.
• Eliminate your landline. Get rid of the
MagicJack. Consolidate to one phone number.
• International - not sure?
CRE Apps of Distinction
MobileDay
Features
• One touch conference call dialing
via this integrated calendar app.
• Preset your conference call dial in
numbers for both host and guests.
Quicker dial-ins.
• One time setup. Very easy to
implement.
Benefits
• Be safer dialing into calls on the
road.
• Hit one button to dial in and then go
back to what you were doing until
other callers join.
CRE Apps of Distinction
About
R. Bobby Palta
Vice President, Retail Services
CBRE, Inc.
407-404-5000
cbre.com/bobby.palta
bobby.palta@cbre.com
@theRetailBrokr
Apps for Commercial Real Estate
https://dl.dropboxusercontent.com/u/7743723/_/man_CRE_Apps_CBRE-RAC.pdf
Maximizing the iPad for Commercial Real Estate
https://dl.dropboxusercontent.com/u/7743723/_/man_Maximizing_iPad_for_CRE.pdf
CRE Apps of Distinction

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CBRE :: CRE Apps of Distinction

  • 1. CRE APPS OF DISTINCTION AMERICAS SUMMIT – 2013 APPLE / IOS | ANDROID | BROWSER APPLICATION GUIDE USE CASES INSTRUCTIONS R. Bobby Palta Vice President, Retail Services CBRE, Inc. 407-404-5000 cbre.com/bobby.palta bobby.palta@cbre.com @theRetailBrokr
  • 2. Why These Apps? • Smart devices are great…but people struggle with how to use them for business. • It's not only important for yourself, but for your clients. • If they are slowed down, so are your deals. • There’s a plethora of apps, websites, recommendations, experts. A lot of people just shut off to all that and just do what they know. • The following apps are universal - brokers, owners, executives, developers, service providers, even students and grandparents can take advantage. CRE Apps of Distinction
  • 3. Why These Apps? • For us in business, it's a struggle to stay productive while away from the office. • Catching up on work after a trip takes you away from your family and burns you out further. • Carrying laptops everywhere isn't a good solution. Apps bridge the gap. • All of this is about saving time. The first time it may take longer, the second equal, the third less, and when you show someone else then it multiplies and your efforts are compounded, like interest. • These apps will make you more productive in and out of the office. CRE Apps of Distinction
  • 4. What Apps? Top Apps - Evernote - CloudMagic - Notability - Google Voice + Talktatone - MobileDay * All of these are available on iOS & Android. Great Apps - Dropbox / Box - CamCard - JuiceDefender (Android) - EZ Calculators | RPN Calculator (Android) - QuickOffice - Any.do - Pinterest - The Lobby / Jive - Dragon Dictation - HootSuite - BAO & ArcGIS - RCAnalytics - Google Hangouts - LinkedIn * All are available on iOS & Android unless noted otherwise. CRE Apps of Distinction
  • 5. Evernote Features • It's like having another brain. Create an organized library for all your thoughts, easily. • Capture notes digitally on any device, synced instantly across all devices. Never miss an opportunity to capture a thought. • Organize notes by Category and by Tag. Find notes quickly and easily - even from years ago. • All your thoughts right where you need them. No more searching for scraps of paper, old notebooks, all that. • Email articles, documents, attachments, links to Evernote. Archive anything in 10 seconds and build a huge personal library. • Take pictures and record audio and add notes. No more searching for scraps of papers, magazines, whatever. • Share notebooks with your team, clients, family, whoever (requires premium subscription) • Works on iPad, Android, Browsers Benefits • Tenant / Buyer Rep: Email marketing brochures and categorize by property type, features. Build tour books quickly! • Landlord / Seller Rep: Email articles on active tenants & buyers and categorize by their attributes. Build prospect lists quickly! • Marketing & Research: Capture market data on the spot, send business journal articles to your notebooks. Create robust marketing brochures with pertinent research with less effort. • http://lifehacker.com/5989980/ive-been-using- evernote-all-wrong-heres-why-its-actually- amazing CRE Apps of Distinction
  • 6. CloudMagic Features • One search box for your digital life. Includes your email inboxes, Dropbox, Evernote, etc. Find what you're looking for right away, don't waste time scrolling & searching. • iPad search only searches your iPad. Outlook email search only works in email. Windows search only looks through files and isn't very good. Other email searching doesn't work well. • Works on iPad, Android, Browsers Benefits • Find the phone number of the guy you want to call while you're at the red light. • Find the document your client wants while she's on the phone and email it to her right away. • Find the name of that other guy who was at the meeting - it searches calendar too. CRE Apps of Distinction
  • 7. Notability Features • Write handwritten notes, type text, capture images, record audio, take pictures. Take the most descriptive notes ever. • Syncs instantly with Cloud storage like Dropbox. Email your handwritten notes to others quickly. • Opens PDF files to annotate (write notes) directly on the PDF. Sign a document wherever you might be. Benefits • Get contracts signed: Open the PDF from your email, put it in front of your contract for them to sign, and email it right back. No printing, no scanning, no faxing! • Mark up site plans: Open the PDF and start marking it up with handwritten notes & typed text and email it to the developer. • Comment on photos: Take a photo and write up your comments and email it to the contractor. CRE Apps of Distinction
  • 8. Google Voice + Talkatone Features • 1 number for callers to remember for you • Calls all your phones (office, cell, etc) at once (can customize do not disturb times, add new ones anytime) • Callers are announced (either by address book entry or new callers speak their name) • Digital voicemail retrieval on any device • Voicemails are transcribed from speech to text (quality depends on their accent) • 1 touch calling / via conferencing your phone of choice from the app • Turns your smart device into a phone • Full integration with Google Voice features above – it uses your GV # • Runs on WiFi – doesn’t use your airtime • Allows you to use a Headphone / Mic cord or speakerphone • Good call quality • Android + iOS • $20 / year for unlimited airtime is a steal Benefits • Only one phone number to give out to your clients. • Block certain callers and send them straight to voicemail. • All your phones ring at once. • Combined with call forwarding, it's a true one number solution. • Read your voicemails - great for meetings, respond quickly if needed. • Turn your smart device into a wifi phone using the speakerphone or wired mic-enabled headphones. Really turn the coffee shop or airport lounge into your office. Save your cell phone battery life and airtime. • Eliminate your landline. Get rid of the MagicJack. Consolidate to one phone number. • International - not sure? CRE Apps of Distinction
  • 9. MobileDay Features • One touch conference call dialing via this integrated calendar app. • Preset your conference call dial in numbers for both host and guests. Quicker dial-ins. • One time setup. Very easy to implement. Benefits • Be safer dialing into calls on the road. • Hit one button to dial in and then go back to what you were doing until other callers join. CRE Apps of Distinction
  • 10. About R. Bobby Palta Vice President, Retail Services CBRE, Inc. 407-404-5000 cbre.com/bobby.palta bobby.palta@cbre.com @theRetailBrokr Apps for Commercial Real Estate https://dl.dropboxusercontent.com/u/7743723/_/man_CRE_Apps_CBRE-RAC.pdf Maximizing the iPad for Commercial Real Estate https://dl.dropboxusercontent.com/u/7743723/_/man_Maximizing_iPad_for_CRE.pdf CRE Apps of Distinction