Document Management for Small Business with Kevin Miller

Document Management for Small Business with Kevin Miller, the Chief Marketing Officer at Neat – a document management company. Kevin shares his insights on software as a service (SAAS) and document management solutions for small business owners.

Kevin joined the Neat Company earlier this year. He currently serves as the Chief Marketing Officer overseeing all of Neat’s brand, marketing and revenue operations. Prior to joining Neat, Kevin was a co-founder and CMO at Salesfusion, a SaaS marketing automation solution for Mid Market companies. Kevin played an integral role in building the brand of Salesfusion and helped lead the company from 0 to over $8 Million in annual revenue. Kevin has served in multiple marketing, sales and demand generation roles and was the principle of his own demand generation consulting firm that helped SaaS companies develop modern lead gen programs. A veteran of SaaS, Kevin brings years of experience in b2b marketing with a deep understanding of marketing process, systems and strategy relative to growing a SaaS business.

Host Henry Lopez and Kevin discuss strategies and tips on how to better manage all of the documents in your small business.


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2 thoughts on “Episode 163: Kevin Miller – Document Management

  1. Kevin – I’m doing some research on scanners for my daughter & son-in-law who own a small pipeline construction business in Western Oklahoma.

    We’re looking for scanner software that will upload/sync data to the QuickBooks Enterprise Desktop version. Information on your websites does mention QB, but I’m not sure if that includes the Enterprise Desktop version as there are several versions of QB. I’ve also searched your FAQ, but have not seen that specific question answered.

    Could you please let me know if you think the Neat software would work for them?

    Thank you


    • Hi Barbara,

      I will pass this question on to Kevin Miller at Neat. I will forward to you any response I receive from him.

      Thanks for listening to the show.
      Henry Lopez

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