Table of Contents

Chapter 1: Introducing Cloud-Based Computing and Collaborating

What Is the Cloud?

The Mechanics of Cloud Storage

Security Concerns in the Cloud

Considerations When Selecting Services

How to Use Cloud-Based Computing

What You Need to Get Started

What You Should Know Before Getting Started

Chapter 2: Determining Your Needs for Cloud-Based Solutions

Common Business Uses for Cloud-Based Tools

Managing Customer Relationships

Syncing and Storing Files Across Devices

Sharing Files

Communicating with Group Messaging

Conducting Interactive Polling and Q&A Sessions

Integrating Services with Microsoft Office 365

Collaborating in Real Time

Sharing Screens and Virtual Whiteboards

Recording and Playing Back Virtual Meetings

Voice Calling and Video Conferencing

Overview of Online File-Sharing and Collaboration Services

Box

Cisco WebEx

DocuSign

Dropbox and Dropbox Paper

Evernote

Google G Suite

Microsoft Exchange and SharePoint

Microsoft Office 365

Salesforce

Skype

Slack

Trello

Chapter 3: Becoming a More Efficient Collaborator

Working Efficiently with File-Storage and Data-Syncing Services

Tips for Effective File-Sharing

Maintain Control of the Files You Share

Manage Permissions for Shared Content

Understand How You Can Lose Control of Content

Maintain a Version History for Important Documents and Files

Etiquette and Strategies for Real-Time Collaboration

15 Tips for Getting the Most from Using Collaboration Tools

Develop a Meeting Plan

Strategies for Effectively Using Chat or Group Messaging

Chapter 4: Understanding Cloud-Based Security Concerns

Certifications from Recognized Organizations

Types of Security Threats

Ways to Protect Yourself When Using the Cloud

User Mistakes That Often Lead to Security Problems

Strategies for Password Creation and Management

Two-Factor Authentication

Virtual Private Networks

Norton WiFi Privacy Service

Additional VPN Service Options

Chapter 5: Collaborating with Box

Getting to Know Box

File Storage

File Sharing

Integrated Collaboration Tools

Understanding Box Subscription Plans and Pricing

Individual Plans

Business Plans

Using Box with PCs and Macs

Customizing Your Box Profile and Account Settings

Working with Box Messages

Managing Files and Folders Within Your Box Account

Taking Advantage of Box’s File Management and Collaboration Tools

Using Box Notes

Using Box with a Smartphone or Tablet

Getting Online Support

Chapter 6: Using Cisco WebEx for Large-Group Collaboration

Cisco WebEx Overview

WebEx and Spark Service Plans

Premium 8 Plan

Premium 25 Plan

Premium 200 Plan

Cisco Mobile Apps

WebEx Video Conferences

Getting Started with WebEx Tools

Scheduling a Meeting

Starting Your First Video Conference or Virtual Meeting

Collaboration in a Spark Virtual Workspace

Security Considerations

Chapter 7: Using DocuSign to Review, Edit, Sign, and Share Documents

DocuSign Overview

Benefits of DocuSign

DocuSign Subscription Plans

The DocuSign Mobile App

Interview with DocuSign Founder and CEO Tom Gosner

Chapter 8: Managing Collaboration with Dropbox

Dropbox Overview

File Storage in the Cloud

File-Sharing Functionality

Data Syncing

Dropbox Subscription Plans

The Dropbox Plus Plan

The Dropbox Standard Plan

The Dropbox Advanced Plan

Dropbox Software

The Dropbox Mobile App

The Dropbox.com Website

Dropbox Paper

Chapter 9: Taking Notes and Staying Organized with Evernote

Evernote Overview

Evernote Pricing

Setup of Evernote

Note-Taking in Evernote

Evernote’s Data-Syncing and File-Sharing Tools

Collaboration

Add-Ons, Third-Party Apps, and Templates

Chapter 10: Working in Google’s G Suite

Google G Suite Overview

G Suite Plans and Pricing

G Suite Basic

G Suite Business

Getting Started with G Suite

Collaborating Using Docs

Using G Suite’s Communications Tools

Hangouts Meet

Google+

Gmail

Chapter 11: Using Microsoft Office 365 for Collaboration and File Sharing

Office 365 Overview

Office 365 Subscription Plans and Pricing

Microsoft Office 365 Home Subscription Plans

Microsoft Office 365 Small Business Subscription Plans

Microsoft Office 365 Enterprise Subscription Plans

File-Sharing and Collaboration Tools

File Sharing Directly from OneDrive

Collaboration Tools Within Office Applications

Collaboration Tools Offered by Microsoft Services

Decision Time: Avoiding Office 365 Confusion

Chapter 12: Handling Large-Group Collaboration with Microsoft Exchange Online

Microsoft Exchange Online Overview

Microsoft Exchange Online Plans and Pricing

Setup Options

Interacting Directly with Microsoft

Working with an Independent Microsoft Hosting Provider

Chapter 13: Bringing Teams Together with Salesforce

Overview of CRM Applications

Benefits of a Cloud-Based CRM Solution

Benefits of a Cloud-Based Solution

Available CRM Solutions

Overview of Salesforce

Salesforce Subscription Plans and Pricing

SalesforceIQ CRM Starter

Sales Cloud Lightning Professional

Sales Cloud Lightning Enterprise

Sales Cloud Lightning Unlimited

Getting Started with Salesforce

Chapter 14: Communicating via Skype

Skype Overview

Skype Pricing

Getting Started Using Skype for Business

Personalizing Your Skype Account

Making and Receiving Voice Calls

Understanding Voice Call Features

Initiating or Answering a Video Call

Using the Skype Messaging

Sharing Files and Using Screen Sharing via Skype

Chapter 15: Discovering Slack

Slack Overview

Slack Subscription Plans and Pricing

The Slack Free Plan

The Slack Standard Plan

The Slack Plus Plan

The Slack Enterprise Grid Plan

Getting Started with Slack

Communicating More Efficiently Using Slack

Adjusting Slack’s Security Features

Creating Detailed Profiles

Creating Topic-Specific Channels and General Channels

Customizing Notification Settings

Customizing the Appearance of Channels

Making Communication More Efficient

Taking Advantage of Integrations

Chapter 16: Maximizing Communication Efficiency with Trello

Trello Overview

Trello Subscription Plans and Pricing

The Trello Gold Plan

The Trello Business Class Plan

The Trello Enterprise Plan

Getting Started with Trello

Switching Between Boards

Creating a New Team and Inviting People to Collaborate

Exploring the Sample Welcome Board

Searching for Content

Creating a New Board

Managing Your Trello Account

Learning More About Trello

Reviewing Trello Notifications

Populating Trello Boards

Adding Members, Labels, Checklists, Due Dates and Attachments to Cards

Reorganizing Your Cards

Using Actions to Organize and Manage Information

Adding Functionality with Third-Party Apps

Chapter 17: Adapting to Quickly Evolving Technologies

Taking Advantage of Integrations

Expert Advice from Olivia Teich, Director of Products at Dropbox

Index

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