This project planning article provides a step-by-step approach to creating a simple project plan at the beginning of a project.
Read the full article at: www.projectsmart.co.uk
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This project planning article provides a step-by-step approach to creating a simple project plan at the beginning of a project.
Read the full article at: www.projectsmart.co.uk
Welcome to Turn It Up Tuesday, where we bring you 4 weekly tips—a tip on running your business, a tip on using Insightly CRM, a tip on improving your sales, and a tip on improving your life. Enjoy this week’s tips!
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Provide New Insightly Users the Exact Access They |
Your company is growing, which means you’ll need to staff up and accommodate the increased demand. With each new team member, you have an important decision to make about what information they should (or should not) access.
Insightly has several options available to you, but you’ll need to first decide which permission setting (“simple” or “advanced”) is right for your business. Here’s a quick recap of the differences: Simple Permissions:
Advanced Permissions:
Insightly profiles are particularly useful for companies with aggressive staffing ambitions. Unlike certain other CRMs, Insightly allows you to define common access profiles. As new people come onboard, you can instantly assign an existing access profile, thereby streamlining the onboarding process. Standardize your user management with Insightly!
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Streamline Your On-boarding Process |
![]() Big companies invest considerable resources into the onboarding of new hires. The reason? Employee retention is an increasingly important metric that directly impacts productivity and profitability. Simply stated, it’s not cheap to recruit, interview, assess, train, and compensate workers. Therefore, providing a smooth onboarding process increases the likelihood of a successful, long-term hire. Aside from working closely with your HR team (which might be you!), what else can you do to provide seamless onboarding? Technology can be your friend here, especially Insightly’s activity set feature. As we’ve discussed in previous posts, activity sets serve as prebuilt task templates, ensuring every step of a given workflow is accounted for in advance. When it comes to your onboarding, you might consider building an activity set with the following tasks (among others):
Each task within the activity set can be assigned to a team member at your organization. If, for example, your IT guy is always responsible for setting up new email addresses, configure the task to always assign to him (regardless of how many times the activity set is used). Or, you can choose to manually assign a task when the set is applied. An automated onboarding process helps new hires hit the ground running – faster. And, you can get back to more important matters.
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Make Tax Day Easier on Your Accountant |
![]() Did you know that tax day is not April 15th this year? According to the IRS, “The filing deadline to submit 2016 tax returns is Tuesday, April 18, 2017…In 2017, April 15 falls on a Saturday, and this would usually move the filing deadline to the following Monday — April 17. However, Emancipation Day…will be observed on that Monday, which pushes the nation’s filing deadline to Tuesday, April 18, 2017.” Despite the extra day or two to file, February is still a great time to get organized. By now, most of your 1099s and charitable statements have arrived. Likewise, you’ve closed out December’s sales and expenses. Everything is there waiting for you to take action. Of course, you could put everything in a folder and hand it to your accountant. This might seem like the easy option, but it could create headaches later. Simplify the process for your CPA (and yourself) by considering the following:
Finally, don’t just assume your accountant does flawless work. Be sure to double check his or her work!
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Automate Your Sales Training |
![]() Good sales reps are hard to find. In the long run, they’re even harder to keep. Headhunters and recruiters (even competitors!) are always luring away top performers. Unfortunately, there’s not much you can do to change this. Sales talent is in high demand. Although you can’t stop reps from leaving, you can try to maximize their productivity while they’re on your payroll. One strategy for doing this is to consolidate your training process. Even the most experienced sales reps can take several weeks (if not months) to get up and running. What can you do to improve your sales training process? Here are a few ideas: Implement a Learning Management System: A learning management system (LMS) is software that hosts your in-house training materials. Look for systems that allow users to log in, view materials, and take proficiency tests. Move to Video-Based Training: Scheduling time with the right people can be challenging for new hires. Bypass this issue by encapsulating important training into video format. Upload the videos to your LMS and turn new reps loose. Update Your Battle Card: Who are your top competitors? Why does your company have the upper hand? What weaknesses do you have? Your battle card is a vital resource for new team members. Organize the Chaos: You can further enhance any process by leveraging activity sets. With one click, new sales reps can be assigned several important training tasks to achieve. Include links to your LMS and other relevant documentation.
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Would you like to share your tips with Insightly customers? Send them to us! If we use one in our weekly feature we’ll send you a $10 Amazon Gift Card! Contact us on Facebook, Twitter, Google+, or send us an email.
Share love, share Insightly: Refer Insightly, Receive a Reward.
About the author: Matt Keener is a marketing consultant and President of Keener Marketing Solutions, LLC. Matt specializes in content marketing and strategic planning, having helped numerous Saas (software as a service) companies and other small businesses worldwide. Read more of Matt’s work, check out his book, or connect with him on Linkedin.
Now with Dell’s covert gaming rig, consider splashing out on one of the best PCs of 2017.
Read the full article at: www.techradar.com
Your employees are the foundation upon which your business is built. Without the right people in the right places, no company can hope to operate anywhere near potential.
Your employees are the foundation upon which your business is built. Without the right people in the right places, no company can hope to operate anywhere near potential.
Unfortunately, it’s becoming increasingly difficult to keep those people on board.
We live in a buoyant, growing, hyper-connected world economy where quality employees can easily find a new home. The workers of today are less likely than ever to remain with the same company for a significant length of time; mobile careers have become the new norm.
As the boomers continue to retire and the idea of a “job for life” fades into history, businesses can no longer rely upon the automatic loyalty of their employees. If they decide the grass may be greener elsewhere, they won’t hesitate to go and find out.
The Importance of Engagement
An engaged employee is one who feels a strong emotional and personal connection to their workplace. They’re enthusiastic and passionate about their work, throw themselves into tasks with maximum effort and always want to achieve the best possible results.
They’re the people who take pride in working where they do, doing their job properly and helping the business grow and prosper; the men and women who perform at the highest level, positively impact on productivity and who are entirely content working for you.
By contrast, non-engaged employees are more likely to simply do their job and nothing more, while actively disengaged staff could even be doing your business harm. Both groups are also far more likely to leave for greener pastures – and you can wave goodbye to the time and money you spent training them.
Put simply, engaged employees are worth their weight in gold, so it’s little surprise that the country’s top business people recognize their worth.
Harvard Business Review researchers found that 71% of businesses feel strong employee engagement is a key factor most likely to influence their future success; only excellent customer service and effective communication scored more highly.
Sales and marketing capabilities, efficient productivity and innovation matter too, of course, but these were all considered less important than employee engagement, especially by those higher up their respective organizations.
Sales and marketing capabilities, efficient productivity and innovation matter too, of course, but these were all considered less important than employee engagement, especially by those higher up their respective organizations.
Engagement doesn’t just happen on its own. Here’s how you can help engage your employees and boost their motivation.
Be a Good Boss
A large part of engagement is about making an employee feel at home within your company. No one wants to live with someone they don’t like, especially if that person is in charge
Disliking their manager is one main reason why an employee will leave their job, and even if they stay it’s unlikely they’ll put in maximum effort.
You don’t have to be every employee’s best friend, but take a moment to consider your style and think about any changes you could make to increase your popularity among those below you.
Make an effort to treat your staff as individual people rather than assets, and showing some interest in their lives outside the workplace. Small personal touches can make a huge difference to the way you are seen, and in turn increase the probability your staff will feel valued and at home.
Set Reasonable, Attainable Goals with Achievable Rewards
We all like to have something to work toward, in our business or personal lives. Having a goal focuses the mind, provides motivation and offers the opportunity to seize a reward once it is achieved.
Most businesses set goals or targets for their workers, either individually or based on the performance of a team. Unfortunately, a lot of these are little more than a simple challenge to meet an arbitrary figure.
That isn’t going to engage anyone; you need to set meaningful goals.
Instead of simply throwing out a target, set well-defined goals that give your employees a true sense of belonging in the company. Show how meeting their goals will benefit both them and the business, and how the target fits in with what the business as a whole is trying to achieve.
Make them relevant and personal, and schedule regular meetings to ensure progress is tracked and rewarded.
Focus on the Good, not the Bad
Each employee will have certain strengths. There’ll be some with a strong aptitude for communication, for example, while others may excel at analysing data or coming up with creative marketing ideas.
But no one is good at everything, and in an effort to raise overall standards, many managers end up focusing on whatever weaknesses an employee has.
Instead, those seeking to improve engagement should focus on the strengths of their staff, and on developing the areas where they are naturally strong. Where they are weak, other members of their team will be strong, and support can be given where needed.
This approach not only has a significant impact on engagement levels, it raises overall happiness too – who doesn’t like to play to their strengths?
Keep Everyone on the Same Page
If you’ve ever worked for someone else, as part of a team larger than one, you’ll almost certainly have encountered this: One employee doing one thing, while someone else is doing something entirely different, possibly at odds with what their colleague is working on.
Neither has a clue until, for example, a customer asks why they’ve been called twice and quoted two different prices. The result could be any number of unfortunate outcomes for the business.
Now consider the effects felt by workers. Everyone wants to feel like an essential cog in a well-oiled machine, but they’re not going to feel that way if they’re never quite sure what they should be doing, or whether what they’re working on will matter.
Keeping everyone in the loop and fully aware of what they should be working toward is crucial, and relatively easy.
Used correctly, good CRM (customer relationship management) software will eliminate issues such as duplicate working and mixed messages. Everyone will be on the same page, connected and able to see how what they’re doing affects the bigger picture.
And on the subject of the bigger picture – the company’s overall goals – effectively communicating with your team on a regular basis will ensure they know exactly what it is, and exactly where they fit in.
And it’s a Big Target
Less than a third of employees in the United States self-identify as being engaged at work, so the opportunity exists for every business, big and small, to make some serious progress.
Put yourself in your workers’ shoes and consider what would engage you. As Virgin Group founder Richard Branson once said, “If you look after your staff, they’ll look after your customers. It’s that simple.”
It really is.
At Insightly, we offer a CRM used by small and mid-sized businesses from a variety of verticals. Learn about all of Insightly’s features and plans on our pricing page or sign up for a free trial.
Share love, share Insightly: Refer Insightly, Receive a Reward.
There’s no denying it: Valentine’s Day is a Hallmark holiday. Every year, brands use February 14 as a catalyst for campaigns aimed to woo their customers, and depending on the details, they see varying levels of success. However, whether your brand’s strategy is the equivalent of wine and roses or the forwarding last year’s e-card, this time of year is a good reminder to show customers some love for their presence and engagement throughout the year.
Below are a few creative ways to foster meaningful customer relationships, and show your customers some appreciation this Valentine’s Day:
Listen. It may sound simple – and it is. Your CRM system can track your customers’ social media accounts, and by tuning into their daily activity, you can learn which channels they prioritize, which customers know one another and which are planning to attend certain industry events. This intel can help your team tailor customer outreach strategies, set up in-person meetings and send messages that meet users on their preferred channels.
Diagnose and treat trends in your customer service. When a sales initiative or process isn’t paying off, you could write it off as a fluke. Or, you could use the data available in your CRM to better understand your customers’ behavior. By using keywords to filter customer service requests, you can identify common complaints and address them proactively, rather than waiting around for customers to bring issues to your attention.
Automate your to-do list (and focus on interactions). In every industry and every position, some tasks are simply more repetitive than others. Unfortunately, that can lead to errors, and in turn, such issues can send a message to your customers that you don’t seem to appreciate their business. Automating your workflow can dictate a set of actions when a new customer is added to your CRM system, such as a welcome email or special offer for that user, or trigger automated reminders that help your team customize the user experience for months and years to come.
Give a gift. This Valentine’s Day, think outside the box (of stale chocolates from the drugstore). Offer your customers a $10 gift card, a time-sensitive deal, a charity-matching opportunity or bonus points that apply to your loyalty program. Even on a Hallmark holiday like Valentine’s Day, a show of your appreciation that your customers can actually use will exceed their expectations, make a lasting impression and fulfill your goal of sharing the love.
Learn more tips for crafting perfect holiday offers.
At Insightly, we offer a CRM used by small and mid-sized businesses from a variety of verticals. Learn about all of Insightly’s features and plans on our pricing page or sign up for a free trial.
Share love, share Insightly: Refer Insightly, Receive a reward.
Welcome to Turn It Up Tuesday, where we bring you 4 weekly tips—a tip on running your business, a tip on using Insightly CRM, a tip on improving your sales, and a tip on improving your life. Enjoy this week’s tips!
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Assign Tasks to an Entire Team |
![]() If you’re like most Insightly users, you’ve probably at least experimented with tasks. As you may know, tasks can be used in many different ways and linked to a variety of Insightly records (projects, contacts, opportunities, and organizations to name a few). Tasks can also be assigned to other members of your organization, helping you create greater accountability. But, did you know that tasks can also be assigned to an entire Insightly team? Teams allow you to group your users in logical ways, making it easier to delegate work (or share viewing permissions). Delegating to a team is fairly straightforward (assuming that your administrator has already enabled the teams feature). Here’s how it works:
You might be wondering how the two options in step four differ from one another. It really comes down to whether or not you need each user to have a separate task. (Check out the “sales tip” below for a few example scenarios.)
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Scale Your Team With Freelancers |
As you leverage technology to improve your delegation workflow, you may realize new capacity for additional projects. To capitalize on this opportunity, many business owners turn to the freelance economy. In fact, according to a recent study by Upwork Global, Inc., freelancers now represent 35% of the US workforce. Thanks to marketplaces (such as Upwork), it’s never been easier to recruit freelancers. How can freelancers help your business? Here are a few tips for getting started. Identify low-risk, high-reward opportunities – Hiring a freelancer may be easier than an employee, but there are certainly still risks. Minimize your exposure to risk by identifying bite-sized, definable projects to outsource. Good examples might be: designing a logo, writing a blog post, or performing a website audit. Hire several freelancers to a test project – Freelancers are usually virtual (off site) workers. Despite your best due diligence, it’s tricky to pick a winner in a remote setting. Try hiring several candidates to the same project. This way, you’ll create a sense of competition and let the best rise to the top. Build trust before going too far – Your first inclination might be to give freelancers access to your important systems (such as Insightly). Invest time and build trust before providing too much access. For the first couple projects, just delegate the old-fashioned way (via email or verbally). Once a freelancer proves himself, then it may be appropriate to invite him to your inner circle.
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Keep a Journal |
![]() Why should you keep a journal? It’s lonely at the top. As a business owner, few people can relate to the struggles you face each day. Journaling helps you document those issues for future reference. In addition, journaling can be an effective release of your anxiety. By putting your concerns on paper, you may find comfort in knowing an issue is captured (somewhere other than in your brain). How do you get started? It’s simple. For the next week, make a commitment to spend the last five minutes of each day journaling. One approach is to use a simple notebook and draw a line down the middle of the page. On the left, write “Things that Went Well.” On the right, write “Things that Didn’t Go Well.” In your five-minute session, note the day’s date and then list a few things that come to mind. There’s no right or wrong answer. You don’t have to write a novella. Just scratch down a few of the things on your mind. Give it a try for a week or two and see if it positively impacts your perspective. (You could also follow the same approach for personal matters, too!)
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Delegate to Your Sales Team … in One Click |
We’ve already discussed how a team delegation tool (such as Insightly) can expedite your delegation workflow. That can only be true, however, if you take the first step. If you’re using Insightly’s sales management features, you probably already have your reps set up as users in the system. Why not group these users together in one or more “teams”? For most companies, it probably makes sense to create a team that consists of every sales rep. For companies with geographic or industry-specific sales organizations, adding additional teams may be logical. For vertical organizations, setting up role-specific groups could be useful. Once enabled, you can then reap the benefits of group delegation. Examples might include: Delegations to Your Entire Sales Team
Delegations to Your Western Sales Group
Delegations to Your Sales Directors
Stop wasting time to build duplicate one-off tasks. Instead, harness the power of team delegation today! You’ll save time – and end up with the same result.
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Would you like to share your tips with Insightly customers? Send them to us! If we use one in our weekly feature we’ll send you a $10 Amazon Gift Card! Contact us on Facebook, Twitter, Google+, or send us an email.
Share love, share Insightly: Refer Insightly, Receive a Reward.
About the author: Matt Keener is a marketing consultant and President of Keener Marketing Solutions, LLC. Matt specializes in content marketing and strategic planning, having helped numerous Saas (software as a service) companies and other small businesses worldwide. Read more of Matt’s work, check out his book, or connect with him on Linkedin.
Stick to what’s relevant to your values in a fast-growing business.
Read the full article at: www.fastcompany.com
The manufacturing industry has been among the slowest to adopt new technology, for a variety of reasons. It’s often costly and complex to implement, and the return on investment can take years to see. However, as the Internet of Things (IoT) continues to grow and manufacturing begins to embrace it along with other technology, we’re seeing the many benefits come into play.
Improving Safety
The IoT, along with other technologies, can automate tasks in particularly hazardous areas, such as in underground mining. Mining company Rio Tinto is working on automating the process as part of its Mine of the Future Program.
Reducing Waste
With the IoT, it’s possible to make adjustments to the supply chain to reduce waste. Through the use of radio-frequency identification (RFID), it’s possible for a company to track inventory completely wirelessly. In the end, this would allow goods to be produced just in time to be sold, avoiding waste of unnecessary inventory, and reducing the need for storage facilities to hold excess inventory. Clothing retailer Zara is already embracing the RFID trend.
Better Quality Assurance
In the past, manufacturing has been focused on reactive quality – dealing with mistakes in the form of product recalls after the fact. Now, the IoT makes it possible to keep quality proactive – fixing issues as they come along, before the product makes it in the hands of the end user. This saves time and money by curbing the amount of rework that must be done and reducing rejection rates.
Changing to an Outcome-Based Pricing Model
All over the economy, we’re seeing a transition to results-based models, This is especially true the case in the healthcare system. Some experts say we’re starting to see the death of billable hours. In manufacturing, many companies are making the switch, too. For example, Spanish rail company Renfe has partnered with Siemens in a performance-based contract. Siemens developed the train monitoring technology that helps keep trains on time 99.9% of the time. And when they’re not, passengers are reimbursed for any delays that exceed 15 minutes.
Expanded Roles
Manufacturers are expanding into wider roles as technology grows. Popular tractor manufacturer John Deere is expanding into partnering with farms. They are creating farm-state-sensing technology to help with crop assurance. Farm sensors and software make it possible to grow more food with less water. Sensors keep machines running smoothly and send information wirelessly to your computer or smartphone. They can also help keep track of everything from temperature to wind speed to keep crops healthy.
Improved Efficiency
The IoT is helping manufacturing to improve efficiency, increase production machinery uptime, reduce the time to market, and provide better insights into buyer behavior. For instance, manufacturers can use a CRM to keep track of vital customer information, including buying patterns. They can see who their best customers are, and make sure they’re taking steps to keep those customers happy, while working to bring in additional customers.
As manufacturers learn more about how people are buying and when, they can adjust manufacturing accordingly – keeping inventory levels exactly where they need to be for greater profit.
The IoT allows the manufacturing industry to get on par with others that have been using it to their advantage for a while. Increased productivity and efficiency allows for better profit, while automation reduces injury risk to workers.
At Insightly, we offer a CRM used by small and mid-sized businesses from a variety of verticals. Learn about all of Insightly’s features and plans on our pricing page or sign up for a free trial.
Share love, share Insightly: Refer Insightly, Receive a reward.
All three generations share an increasing enthusiasm for entrepreneurship, but differ globally in their fears about the future of work.
Read the full article at: knowledge.insead.edu
These easily overlooked Android apps are all made by Google — and they’re all worth your while.
Read the full article at: www.computerworld.com