8 Daily Tasks that Waste Time & Cost Money

 

Time…wouldn’t we all like a few more minutes (or hours) in our day to get things done? Do you ever feel like there’s just not enough time to do all the things you’d like?

They say that time is money, and it couldn’t be more true. If you’re wasting time, or not completing everything you need to do, chances are your business is seeing a loss, or missing the revenue target you’d like to make.

It’s time to take control of your clock again! Address your time-wasters and the areas that are costing you in time AND money. You might be surprised at how quickly the small daily tasks add up, but there are plenty of ways to save time by employing smart strategies and tools and boost your productivity in the process.

The first step is to figure out what your daily time wasters are, then find more efficient ways to get them done. It might be easier than you think!

  1. Checking Email Often

Email and electronic messages are a primary form of communication in many offices. Even if you use Slack or another instant messaging program, always-on communication can be a time-eater.  These valuable tools can boost office communication, but checking your inbox or looking at your messages constantly can be distracting and take you away from your focus. Follow the adage, “all things in moderation.” Check your email and reply to messages for a set amount of time at a specific time, and then close your inbox (really!) and focus on the task at hand.

The thing about most messages is this–if it was truly an urgent issue, someone would pick up the phone, walk down the hall or make a more immediate effort. Most electronic messages will keep, at least for an hour or two. If you love hitting inbox-zero, consider installing Boomerang or a reminder app to clear your messages, and then “pop” them up when you have more time to deal. Send and schedule emails to clients with automatic responders so you can send out standard, yet personalized emails regularly.

  1. Disorganized Desks

Yes, a messy desk can be a sign of a creative mind, but it also means you might not be able to find critical bits of information when they’re needed. Being ultra-reliant on paper (you don’t need to PRINT emails) or even saving too many electronic files to your desktop can leave you scrambling while clients are waiting for an answer.

Use your CRM to keep tabs on all your contact and client information. Keep your CRM organized and up-to-date. A program that syncs with your calendar and task management tools is critical. Make it a policy to input data right away rather than jotting things down on post-its, printing it out, piling it up, and waiting for a rainy day to catch up. Take care of things once and move on.

  1. Surprise Interruptions

Ever feel like your office has a revolving door? Wonder who put the “therapist is in” sign up in your window? Surprise interruptions from coworkers, clients, and even your boss can throw your whole day into a tailspin. If you’re the boss, avoid “seagull management” (where you swoop in, “drop something” on a desk and swoop back out).

Instead, set up appropriate meeting times with your coworkers, and employees, where you can address tasks objectively. If it’s simply a social call, keep things short, especially if you’re busy. Remember, you can always say, “I’m working on X project, but I’d love to hear about this. Can we grab lunch/happy hour/coffee?”

  1. Yes, Social Media

It’s impossible to talk about daily tasks that waste time and cost money without mentioning social media. 38% of people describe it as their top time-waster at work. While social media is a wonderful tool and helps you connect with customers, clients, and friends, it can also waste more time than nearly any other activity. How many times have you started down the Facebook rabbit hole, only to look up at the clock and realize hours have passed?

If you can’t resist, consider installing a social media blocker, such as StayFocused on your computer, that limits the amount of time you can spend on social media each day. Set aside an amount of time to respond to customers, manage your media activities, and interact with others, and then stay off it the rest of the time! If you really struggle, schedule posts throughout the week using a social media manager and optimize your social media, so you don’t have to login to the sites each time you post (and get tempted to surf).

  1. Meetings without Agendas

We’ve all been stuck in a meeting that goes nowhere. Not only is it frustrating to be in a non-productive meeting, but it can be a huge waste of your time, and cost the company. Imagine a 30-minute meeting with 12 employees. That’s six man hours of time wasted–almost a full day of work! Can you afford that?

Keep meetings pointed and productive. Always go in with an agenda (sent out beforehand so everyone can be prepared and thoughtful) and a set time frame. If someone starts riding off the rails, quickly redirect, offer to address the issue offline, or table it for the next agenda. Follow up each meeting with a recap and action items, to ensure that the next steps take place as needed.

  1. Procrastination on Filing

Just like a messy desktop, a big filing pile can be a bigger problem than you might realize. When filing isn’t done and data input falls behind, information gets lost in the shuffle, and customers can really suffer (and go elsewhere).

Rather than waiting for your “Mount St. Filing” to erupt and take over your office, tackle it in small, manageable bites. Block out a little time each week to file away paperwork and find a system that works for you. Even if you rely only on electronic files, regularly update and organize your information. This is a time when an ounce of prevention is worth a pound of cure.

  1. Multi-Tasking

Multi-tasking was a buzzword and a badge of honor twenty years ago. People would pat themselves on the back for the ways they were juggling so many things at once. Unfortunately, when there are too many balls in the air, things get dropped, concentration wanes, and time is lost.

Instead of trying to split your focus on several things, put all your concentration and effort into one task at a time. This “mindful” approach is the current trend in office work-styles and for good reason–it is far more productive than trying to take on all the things without really dedicating yourself to any of them. We’re best when we focus on one thing at a time. More than one task leads to distractions, which leads to wasted time and wasted dollars.

  1. Personal Business at the Office

When office and personal lives overlap, it can be hard NOT to address personal business at the office. Small business owners, entrepreneurs and up-and-coming executives are often clocking in extra time, which means personal tasks get tackled during office hours.

Personal business should be saved for break times whenever possible. We all have lives outside of work and need to address things during the day, but blurring the lines of personal time and work can present a real challenge to productivity and even morale. Encourage everyone to address issues during breaks, so they can refocus their efforts when they’re at their desks.

Keeping your office productive and successful means avoiding these daily tasks that waste time and cost money. Trying a few of these strategies to see real results in what you’re achieving at the office. Cutting out these time-wasters might make your work better than ever!

 


 

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.

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Are You Ready for Prime Time?

Turn It Up Tuesday: Tips from Insightly to Take Your Business to 11

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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Let Insightly Remember Your Production Workflows

In a recent Turn It Up edition, we alluded to how Insightly activity sets can improve your lead management efforts. If you haven’t played around with this feature yet, an activity set can apply a collection of tasks or events to a lead or opportunity. Rather than relying on reps to enter each item manually, Insightly adds them in bulk (on your behalf).

Did you know that activity sets can also be applied to your Insightly projects? This can be especially beneficial for things you do somewhat infrequently – but are nonetheless still important.

For example, let’s say that your company provides technology consulting services. Every month or two, clients inquire about your website security audit service. In the past, you’ve tracked the audit process in a simple spreadsheet. For each new client, you just clone your previous report and start from there. Although this approach has worked fairly well, you find your staff regularly using outdated templates or forgetting important steps.

Bypass the frustration by centralizing your process with an Insightly activity set. Here’s how to set it up:

 

  1. Open your activity set dashboard (click here)
  2. Create a new activity set. Be sure to check the “for projects” box.

  1. Edit your newly created activity set and begin adding tasks (or events).

 

  1. Customize each task with the necessary details.

  1. Once you’ve added all your tasks (or events), apply the activity set to your next project!

 

 

 

 

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Integrate Sales and Project Management into a Single Ecosystem

Although thousands of users rely on Insightly’s project management features, the software is probably best known for being a great CRM. In fact, some customers continue to use third-party project apps despite using Insightly for sales management. While there’s nothing wrong with this approach, there could be a better way.

By unifying all project and sales activities into a centralized ecosystem, you gain a number of tangible benefits, such as:

  • One database to maintain – rather than two
  • Single point of login for your staff
  • Ability to convert won deals to projects
  • 360-degree view of each project (from initial lead generation to completion)
  • Fewer to-do lists to keep organized
  • Potential cost savings (one subscription vs. two)

So, if you’ve thought about ditching your third-party project system, what steps should you take? Consider these suggestions before hitting the “cancel” button:

  1. Which users still need to be added to Insightly (non-sales staff?)
  2. How can we transfer existing work to fit a pipeline or milestone model?
  3. Do we have project templates that should be transferred as new activity sets?
  4. How many recurring tasks will need to be transferred?
  5. Do we rely on other third-party integrations that also need to be moved?

 

Moving everything to one cohesive system is likely to provide greater clarity for you and your staff. Just be sure to make a transition plan and stick to it!

 

 

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Recognize Your “Prime-Time”

To stay ahead of your clients’ needs, you probably find yourself working long (and intense) workdays. In the winter months, it’s not uncommon for you to be in your office during all daylight hours. (Pretty depressing, huh?)

If you’re like most professionals, there’s a good chance that your productivity (and attention span) fluctuates as the day drags on. And, although you never let clients notice, you’re certainly aware of the problem.

For example, John is usually on his second cup of coffee by 10 am, which makes his to-do list no match for him. Unfortunately, by 1 pm, he often experiences a significant drop in motivation. This can be bad news, especially when he has several important tasks that require significant brainpower.

Although John can’t magically make his day shorter, he can try studying his work patterns. It doesn’t take much analysis for John to realize his “prime time” is from 8:00 until 11:00 am. What should John do to maximize his prime time?

For starters, he might try packing that period with work that is time-sensitive and/or challenging. Instead of spreading such tasks across the never-ending day, John could guarantee that his most productive hours are spent on what matters most. For the remainder of his day, John might do that which does not require “prime time” focus. (Of course meetings and other obligations can throw a wrench into this plan.)

So, what’s your “prime time”?

 

Create Predictability in Your Pre-Sale Process

The client wants a proposal. Sounds good, right?

To win the sale, quoting and presentations are necessary evils. Creating the necessary documentation can consume considerable internal resources (namely, man-hours). This is especially true if your team has free rein to build their own proposals from scratch.

Step up your game by leveraging activity sets in your pre-sale process. In doing so, your CRM could automatically create and assign the following tasks:

  • Submit opportunity details to the quoting manager
  • Make a copy of the approved proposal template (link to the document)
  • Build the presentation deck (include pricing info from the quoting department)
  • Submit proposal to management for approval
  • Send the package to the prospective client
  • Follow up with the client for a yes or no

What other repeatable processes could your sales organization streamline with activity sets? Here are a few other possibilities:

  • Client invoicing
  • Lead list importing
  • Sales report creation
  • Trade show preparation
  • Expense report creation

Ready for a more predictable approach to sales management? Start by identifying that which your sales staff does regularly. Then, leverage the technology that you already use to do it even better!

 

 

 

 


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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.

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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.

Twitter Chat: The Power of Productivity

 

Please join us on February 9th for a live Twitter Chat with Ramon Ray. This month’s chat is all about the power of productivity. Are you ready to power through your “to-do” list in record time? Then you won’t want to miss this informative discussion on how to get yourself set up for success in making the most of your work day. #LoveYourCRM. Join us!

 


 

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.

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Data Security Risks Every Small Business Needs To Know

Simply managing data can seem overwhelming for small businesses. How can you know your data is secure? Can you promise your customers their personal information won’t be stolen? Are they assured their credit card is safe on your website? While you don’t need to manage every possible data risk on your own, it’s important to know the basics when it comes to data security for small businesses.

Outdated Software

Data theft has surpassed physical theft as the most commonly reported type of fraud. One of the simplest prevention measures you can take is making sure your software is regularly updated, especially your operating system and Internet browsers. Set your software to update automatically overnight, when it won’t interfere with business.

Double check automated functions by confirming the latest version of software is installed, especially when you open a program you haven’t used in a while. Remember, it’s vital you have anti-virus software installed on all your machines and you keep it up-to-date.

Payment Card Fraud

According to Barclays, America accounts for 24 percent of global credit card use, yet 47 percent of its fraud. In 2015, a new law made liable any business without a chip-enabled card reader, called EMV. If you’re still operating without this technology, you must update as soon as possible, for the sake of both financial security and your customer’s data security.

A few other prevention measures will help you prevent card fraud. Ask for identification from customers, so you match the card is its owner. Look over the card to ensure the magnetic strip, hologram, and signature are in tact. For orders online or by phone, always require the Card Verification Value (CVV code). Send order confirmation emails. Be wary of apparently phony email addresses. Make use of the Address Verification Service to verify authenticity of a buyer’s billing address.

Human Error

This a major cause of data loss among small businesses. Employee training in cybersecurity best practices is an absolute must. Every time you update those practices, re-train employees. Consider disallowing access to personal accounts at work. When employees use personal accounts it can lead to inadvertent disclosure.

Security professionals often advise business owners to lay out concrete repercussions for employees who fail to comply with security protocols. While this may seem strict to some small business owners, remember what’s at stake for you and your customers if an employee loses a company laptop or infects your network with malware by opening a malicious email attachment.

Back Up Data

Saving sensitive data on one machine is not enough. You must create backups at regular intervals so you can recover lost data. Backup files should be stored off-site, whether on physical servers in a different location or in the cloud. This ensures you may retrieve your backed up data no matter if it was accidentally deleted or your hard drive was destroyed in a fire. If you use free cloud storage be warned services such as Dropbox and Google Drive may lack a sufficient level of encryption to keep customer data secure.

Open Wi-Fi

If you or your team work on-the-go, you risk sensitive data being stolen while connected to open Wi-Fi. You should discourage use of public hotspots, but with mobile devices’ ability to automatically connect to them, it may occur accidentally anyway. When you connect to public Wi-Fi, or a network that appears as such, there is the potential for other users on the network to see everything you do. Use only encrypted sites and apps when on a public network. Follow (and be sure your employees follow) best practices for using public Wi-Fi. If you have mobile employees, consider using a Virtual Private Network on company mobile devices.

Customer Wi-Fi

The Wi-Fi you use in your business should be secure, encrypted, and hidden for maximum safety. Never open up your private wireless network for customer use. Your router likely has the option to create a Guest Network, which customers may use without accessing your private network and sensitive data. You may also purchase hardware specifically for creating a Wi-Fi Hotspot for customer use.

Keep Learning

Small businesses can use the Federal Communications Commission (FCC) Small Biz Cyber Planner to create a free document packed with actionable advice. The U.S. Chamber of Commerce Internet Security Essentials for Business 2.0  is a free resource designed to educate small business owners on cybersecurity. It offers simple measures you can take to make your business more secure. Best practices for data security change over time, so review your practices regularly to be sure you’re doing everything you should be.

 


 

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.

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How To Create Big-Bucks Content Without Breaking the Budget

Many small businesses believe creating high quality content is too expensive and time consuming. Only big companies have the budget to employ someone just to write up pages for a website, right?

It’s true that many big companies spend the Big Bucks on hiring staff with the sole purpose of keeping their websites up-to-date and interesting, but it really doesn’t have to be done that way! By investing a little time, you and your business can have Big-Bucks content without breaking the bank.

Forget Everything

Firstly, forget what you’ve been told about big company content and the high costs of investment, both financial and timely, to get decent content. Content can be kept simple and low-to-no budget, if necessary. A quick tweet, blog post, re-sharing of an article with added commentary about how your brand relates to it, or even a short video or podcast, are good examples of low-investment/high-return content.

Define Your Goals               

Start by deciding what your goals are. What do you hope to achieve? Increasing visitor numbers to your website? Having people sign up to receive emails? Targeting potential first time sales? Encouraging happy customers to come back again and again? All of the above are goals that can be met with careful content management.

Your content needs to have a purpose, and it needs to fulfill that purpose in a tangible way. Your CRM data will help you decide which goals are most important for your company, right now.

Choose Your Target

Focus your efforts on your target audience, and on finding out which particular needs and wants you and your brand can meet. Use your CRM data to help you find and reach your target audience, and decide which direction you want to take.

What is your audience looking for? What do they as a group, prefer to see? What style are you hoping to achieve? Formal, informal? Cartoon style, flowcharts, graphics led? Vlog, sound bytes, written content? Original content, shared with context, or a mix of the two?

Quality not Quantity

Whichever style you opt for, you’re after quality, not quantity. Keeping the standard high is vital. Remember, you’re competing for attention against every other site on the internet.

Make your content snappy, informative, and personable to draw your customers in and make them want to come back for the next installment. If you only have 60 minutes per week to spend on your content, then make it a great hour’s worth of work, rather than short-changing yourself with 20 minutes each on a few sub-standard pieces. Research shows that people prefer to spend a little longer on reading one great, informative article over giving smaller chunks of their precious time on average or less-than-average articles that aren’t new or interesting.

Using your CRM to monitor click-through, you can quickly and easily check on which posts are most effective at catching attention.

Vary Your Content

Content is not limited to words, and you don’t need any special equipment to create videos; most of today’s smartphones have amazing camera features. Try something simple, like greeting your customers with an explainer video. Keep it short, upbeat, and informational, and tell your customers about your business as if you were telling a friend. Other simple-to-create video content might include how-tos and, if you can get them, customer endorsements.

Keep it Relevant

Everything you post should be on-topic and relevant to your brand. Refrain from over-posting on social media. It can turn people away if their notifications are full of repetitive, unoriginal or thoughtless updates. Your brand will be judged by the quality of your content.

Keep it Fresh

Remember, you don’t have to do it all yourself, all the time. Give your team members a chance to post about what they’re working on. It’s worth considering attracting authoritative guest writers from time to time, too.

Track your social media metrics to see which platforms and article styles are most effective at fulfilling your goals, and emulate that style for future promotional pieces.

It All Comes Down to Promotion

Whatever your style and content, it’s only going to be successful if it’s promoted. Use social media to get your brand out there and get people talking about it. Extend your reach by mentioning and linking to others who are influential in your field, and ask them to do the same for you.

Join the conversation on other industry blogs and social media posts to increase your audience.

Mention relevant information in previous articles and link to them when creating new pieces. Send email invitations to informative pieces you know your customers will be interested in.

You don’t have to spend Big Bucks to produce strong and effective content, just take a little time to get your brand out there and be ready to follow through with top quality service.

 


 

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.

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Overcoming the Barriers to CRM Adoption

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So, you’ve decided to adopt a CRM! Congratulations!

Chances are, you’ve done your research, looked into your best options and are now ready to bring out your “bundle of joy” and implement this amazing, life-changing CRM into your life…

Aaaand then, what happens? Your staff becomes overwhelmed by the thought of change. They have a “who moved my cheese” moment and dig in their heels. Some people use it, but only half the office, and the rest of the office goes back to their spreadsheets and previous methods. You don’t have time to train or implement the software, and even though you’ve adopted it, you’ve left it sitting there alone, unused because you didn’t come up with a strong plan for unrolling the software.

There’s also the problem that, even though you might understand just how amazing and helpful a CRM can be, your employees are in the dark when it comes to the functionality of the software and how it can keep them in contact with your customers. Maybe they’re nervous because they don’t know how easily and seamlessly it integrates programs you’re already using. Maybe they haven’t been informed just how much of a difference a CRM can make in your life.

So, instead of fretting and stressing about this great program you’ve adopted that no one’s using, identify and overcome the barriers standing in your way. Tear down the wall, and start to get your employees on the same page so you can truly move forward with your software.

Barrier #1: Your Office Doesn’t Understand

Why do employees fear change? Because it’s unknown. It’s mysterious. They know what’s working, and how to keep their customers happy. They’re sure they have a system in place to stay on top of leads and meet every sales goal in the pipeline.

Then what happens? A flu virus sweeps into your office during the busiest month of the year, and suddenly no one knows what’s going on and you’re rousing sick, frustrated employees in their pajamas because you don’t understand their spreadsheets and their filing systems. Or worse–someone leaves your office and takes their contacts and information right out the door, and everyone’s back at square one.

Help your employees understand the value and importance of making the change to a CRM. Talk to them beforehand about your sales goals, the current battles they’re facing and what hurdles they hope to overcome. Ask them what’s important to them when it comes to managing relationships with their customers and then find a product that meets their needs. When employees feel personally invested in the product, and know they’ve had a voice in the implementation, expressed their concerns and been heard, they’ll be on board and ready to embrace your new arrival.

Barrier #2: You Failed to Plan (and Now Plan to Fail)…

So you didn’t think about your rollout, or come up with a timeline for implementing your CRM. Even more importantly, you didn’t talk about the guidelines for going forward. You went in with a “if we buy it they will come” mentality, hoping everyone would just get on board once they had access to this great software.

Oops! It’s time to get things back on track. You need to implement a timeline. Sit down with employees and look at what you have coming up in the next few months, and what you can feasibly tackle. Make a policy to use your CRM for all leads going forward, and business of the future, while you catch up on training and execution.

If employees aren’t sure about the functionality, and they’re nervous about learning new programs, have them watch some tutorials and take time out of their busy schedules to really learn the program. It may be hard to press the “hold” button right now and train everyone, but it’s not going to get any easier as you go down the road. Nip failure in the bud by coming up with a timeline now, today, and figuring out a training and implementation schedule ASAP.

Make sure you set your team up for success by training them properly and giving them a chance to try the program. Let them see how much it can actually help. Tell them about integrations with their Google Calendar, MailChimp, Quickbooks and other programs they already rely on. Once your employees are all on the same page, roll out shouldn’t be a problem.

 


 

At Insightly, we offer a CRM used by small and mid-sized businesses from a huge variety of verticals. Learn about all of Insightly’s features and plans on our pricing page or sign up for a free trial.

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