Category: Run a Home Business

Why Biz Systemization is So Important

If you run a business, then you should constantly be looking for ways to improve your workflow and to automate and systemize as many aspects as possible. This is what’s referred to as ‘biz systemization’ and there are several reasons that it’s such an important idea. Read on and we’ll explore them in some more detail.

You Get More Freedom
If you are currently putting in late nights at work and feeling as though you’re not getting the results you deserve, then that suggests that your business isn’t capable of operating without you. By improving the ability of your staff to work independently and putting systems in place, you’ll find your ‘hands on’ time is reduced and as such you can spend more time with your family, travelling or enjoying your hobbies. And isn’t that the point?

You Save Time and Money and See Improvements
Often systemization basically means introducing flow charts and checklists that automate the processes that make up your company’s workflow. By using these systems you ensure that you use the same efficient method for every new job and every new client. This is important because it in turn means that every client and customer will be equally satisfied and will know they can rely on you for a certain quality of service.
Moreover, having systems in place means that you can then assess those systems and find ways to improve them. Once you know the exact checklist your team is following, you can look into slightly altering that checklist and seeing how that impacts on your profits, your overheads and your ratings. If you are all over the place though and you attack each problem in a different way, you’ll never know how to improve.

You Can Expand
If you are dealing with issues as they arise then you will be working ‘in’ your business rather than on it. Instead, use systems and you can take a ‘step back’ from everything and gain the time and perspective to actually improve your business model. Meanwhile, extra efficiency will allow you to spend less time on each job thus meaning you can afford to increase the number of jobs you perform and thus your turnover and profits.
In short, systemization is the answer to many business woes and can make a huge difference to your efficiency, happiness and growth. It’s time to apply some systems thinking!

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Why Create Your Own Project Management System

In a business setting, it’s important to think of software as a force multiplier. A force multiplier is any tool that you can use in order to increase the output that comes from a set amount of input. In English, this means that if you carry on, working at the same rate, using a force multiplier will help you to accomplish more. A simple example of this would be a forklift truck. Using this, you could put in the same amount of effort as you would moving boxes manually and accomplish much more.
So, that’s what software should do for your business as well. It should take some of the weight off of your team so that they can achieve more and have energy to spare at the end of the day.
A project management tool is a great example of this, and the very best examples of this kind of software will allow you to streamline your workflow, facilitate communication, and avoid mistakes and accidents.

Investing in Software
For all these reasons, project management tools can help you to save a lot of time and money and to drastically increase your profit margins. This is why you should always think of using this kind of software as making an investment. When you pay for a tool like Asana or Trello, you should get more back out of it.
And in some unique circumstances, it makes sense to go one step further and to outsource the creation of your own project management system.
The reason this makes sense is that it means the tool will be perfectly suited to your particular workflow. It means you can remove the features that are distracting that you don’t need, and it means that you can introduce elements that you will find specifically handy.
For instance, if you find yourself inputting the same information over and over again, creating your own tool could mean that this becomes a simple checkbox or even that’s it’s automatically filled out. Anything that you find yourself doing repeatedly, you could streamline by creating your own project management tool, and you could even get it to flag problems and make suggestions, seeing as it will know your industry.
Not only could this save you a huge amount of time and allow you and your team to provide a better service, you may even find that you end up creating a marketable product in the process!

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The Pros and Cons of CRM

Customer Relationship Management (CRM) systems help businesses improve sales, staff production and customer interactions. Both big and small businesses have discovered the power of CRM  and you can too! With so many CRM options these days, it just makes sense.

Let’s look at some of the pros and cons of CRM.

Upsides

#1. You Will Offer Better Customer Service

Your customer service will improve and your customers will thank you for it. When any employee in your organization can look at every interaction had with a customer, you can assign anyone to solve any problems that may arise. Also, getting a much closer look at your customer’s needs will help you serve them better. If customers love the relationship they have with your company, they will be more likely to return. They are even more likely to refer their friends and family to you.

#2. You Can Target Your Marketing

CRM will give you access to valuable data about your customer base. With this information, you can focus your marketing. The more you know about your customers, the better you will be able to market to them.

Downsides

#1. Your Staff May Not Like It

Employees might not want to switch. There is a learning curve, and some employees might be resistant. But you know what? You are the boss. Getting your entire team on board will ultimately benefit your company more, and it will make their jobs easier. Try to emphasize that it will make their jobs a lot simpler. Eventually, people will learn to love the software and will be happy you made the switch.

#2. A Steep Learning Curve

Your staff might have some trouble learning the CRM system at first, but it should not be that difficult. Once they have completed the training, everything should go a lot smoother and faster for them. Plus, most CRM software is becoming more user friendly in this day and age as competition in the field rises.

The bottom line: The upsides far outweigh the downsides. The downsides are mostly in the beginning, and they quickly disappear with time. Your employees, sales staff, and customer service staff will ultimately benefit a lot from the switch to a CRM system. You should make more money, too. It’s up to you to be strong enough, smart enough, and wise enough to switch to CRM and increase the health of your business.

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Why IFTTT is the Perfect App for Improving Your Productivity

No matter what kind of business you run, IFTTT is an incredible app that can likely help you to get a lot more done a lot more efficiently. While it has been around for a little while now, it’s still only just starting to gain popularity, so there’s a good chance you won’t have already heard of it and won’t yet be taking advantage of what it has to offer.
Read on and we’ll look at how IFTTT works and why it’s such a boon to your productivity and to your business as a whole.

What is IFTTT?
IFTTT stands for ‘If This, Then That’ and essentially allows you to set up interactions between your various different online accounts. What this means is that you can make it so that an event occurring on one account becomes a ‘trigger’ for something else happening on another.
The most basic example of this would be to set up a relationship (called ‘recipes’) that fired when you uploaded a post to Facebook and then just tweeted that same post on Twitter. Right away, this recipe could help you to save time on your social media marketing by meaning you have to update only the one account rather than two.
But the power of IFTTT goes much further than that because it also lets you work with Google Drive, Todoist, Gmail and much more, creating almost limitless possibilities.

The App
IFTTT began life as a web app but is today available for the phone too. This increases its potential list of uses exponentially by letting you link in the various features of your phone as well. For instance, you could text a certain number in order to tweet, or you could set up your phone to bring up your to-do list when you get home. You could even have it bring up your work e-mail as soon as you arrive at work!
Really though, the power of IFTTT is limited only by your imagination. Examples of the sorts of things you can do with it include: having e-mails added to your to-do list, saving various materials automatically to DropBox, or automatically populating Google Calendar.
If you’re looking for a way to automate a lot of the administrative tasks that you do on a day to day basis and you want a way to organize yourself and your information better to sign up for an account now!

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What Managers Can Learn From Programmers

One trait that a lot of programmers have in common is laziness.
Of course there’s something of an unflattering stereotype of programmers which tends to involve a gut and disheveled facial hair. But that’s not what we’re talking about here. Rather, programmers are lazy because they are constantly taking shortcuts.
In fact, did you know that the term ‘hack’ was originally used in a coding sense to refer to ‘inelegant’ coding solutions that got the job done? This in turn was what ultimately led to the ‘lifehack’ trend that is now sweeping the globe and it’s why so many of us are constantly looking for shortcuts and more efficient ways of doing things.
But what does all this have to do with managers and business owners?

Time to Hack Your Business
When a programmer finds themselves doing anything more than once, they will almost always end up writing a program to do it instead. Making long lists over and over again? Why not make a piece of code that will do it for you instead? You’ll invest more time up-front but ultimately you’ll never have to do that job again and you’ll save countless hours.
Using the same routine in a piece of code over and over again? A programmer will write a ‘sub routine’ which they can ‘call’ at any time to perform that function on an automated basis. Even the structure of programming is built this way.
But it’s not really laziness, rather it is ‘efficiency’ and it’s ‘systems thinking’. Why would you spend lots of time doing the same thing over and over again when a program could do it for you? And especially when time equals money?
So how do you approach your business with this mindset? The solution is to start thinking about your business more like a system and to think about the smaller component aspects of your business as ‘microsystems’ that make up the whole.
Now you can treat it like code. Look at the jobs you are repeating most often. How could they be done better and more quickly to save you time and money? Likewise, how could you save yourself from making mistakes?
Sometimes, this will actually mean asking a coder to write you a piece of software to do what you previously had your team doing. In other cases, it will simply mean changing the order that work is done or introducing a new flow chart or checklist. Either way, everything can be made more efficient and thus save you time and money.

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What is Smartsheet?

Finding the right project management app can sometimes be a headache. In theory, a project management tool or app can make life considerably easier for any business by keeping all open tasks in one place and providing an easy way for team members to stay updated and to collaborate.
The problem is that it’s very hard to find a project management system that is perfectly suited to your workflow. Every business is different and finding one piece of software that can be equally suitable for a writing agency as it is for a bricklaying company is always going to present challenges.
If you’ve looked at the big three apps (Trello, Asana, and Basecamp) and not had any luck, then you might be starting to pull your hair out. Before you go prematurely bald though, consider trying Smartsheet.

What is Smartsheet
While Asana is rather bland and text-heavy, and Trello is very visual and accessible, Smartsheet strikes a smart balance between user-accessibility and business-like power. What’s more, Smartsheet has the considerable advantage of looking very much like something we’re all used to using: spreadsheets.
Essentially Smartsheet is a spreadsheet. Here, you can organize projects into sheets and format them against a number of templates and outlines that are in-built. As with a real spreadsheet, you can also create your own templates and layouts to suit your specific needs if nothing is available.
Tasks are added to the spreadsheet, just as they would be in Excel, and you can then add due dates, expand and collapse columns, and add attachments.

Features and Extras
Smartsheet has some nifty features and extras, too. For instance, your project can be viewed as an interactive timeline, or it can be viewed as a calendar. Sharing the files is easy, too, and is as simple as e-mailing a link. You can assign editing permissions to specific users, and the spreadsheets look great on a mobile device.
The only downside is that, unlike Trello or Asana, there is no ˜free  version available. A trial lets you sample the system for 30 days, though, and plans begin at $14 a month afterwards, which is reasonable.
This is a powerful project management app that is accessible and powerful at the same time. If you’re struggling to wrap your head around these tools, then its innate familiarity might make it a good choice for you. Of course, there’s always the option to use an actual spreadsheet, too!

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Purchase Considerations for CRM Software

There are several buying considerations when it comes to purchasing Customer Relationship Management, or CRM, software. Not all CRM software is created equally. Some do everything well, and some are the best at only one thing.

There are many important purchase considerations that you need to think about, such as budget, mobile support, integration, and how robust the company is behind the CRM system. The size of your company is also a consideration. If you have a really small company, you might want to purchase a different kind of product than if you had a large international company. You are going to have different needs depending on the industry that you’re in. You also might want to find one that is specific to your trade.

What does it cost?

Your budget is most likely your primary consideration. You will have to consider the up front costs as well as the long-term costs. Not all CRM is expensive. Thanks to the Software-as-a-Service model, it is more affordable than ever. Some CRM systems are just $30/month – think about all the benefits you will get from purchasing a CRM system. You might consider one with a free trial if you’re hesitant about purchasing a CRM system. A free trial will give you a chance to figure it out and see if you like it.

Does it have mobile support?

Does your CRM software have mobile support? If not, you might want to purchase from elsewhere. The needs of your workforce revolve around mobile nowadays, everyone has a device of some sort, and if they’re traveling, they need to be able to access the workflow from wherever they are.

Will the system integrate with your current systems?

You will need to know whether it will integrate with your other systems, such as bookkeeping and email. If it does not sync with your other applications, it may be a hard sell for team. They are not going to want to input data into the CRM system and then have to do it again for their bookkeeping and email files.

What is the reputation of the vendor?

Be sure to research the reputation of the vendor. Check user reviews, independent analysis and rankings. Also, speak to existing clients about the strengths and weaknesses of the system and the vendor. Ask about service agreements, level of support, and security updates, too.

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Top Apps That Aid Project Management

These apps are not project management tools in themselves, but when combined with other project management tools, they can be immensely powerful and really help to speed up your workflow. Here, we will look at some of the best tools and apps that will make project management a bit easier.

Google Docs
Google Docs is an absolute lifesaver for project managers all around the world. Google Docs is basically a cloud storage system with an office suite built in for good measure. This makes it easy to not only share files but, also, to edit them on the go and to work collaboratively on them.

Google Calendar
Sticking with Google for a moment, the calendar is also a hugely useful tool. Google Calendar makes it easier for you to keep track of your own to-do list and schedule, while at the same time giving you a way to share your availability with others and to see when your colleagues are available. This makes arranging a meeting much easier.

Skype
For all the amazing power that online collaboration tools offer, sometimes you’ll still just need to hash things out in person. Skype is the closest you can come to doing this, though there are many other options available these days, too, such as Facebook chat and FaceTime.

IFTTT
IFTTT is a fantastic web app that allows you to combine the features of multiple apps to trigger and respond to events. What does this mean? Well, for example, you can set up a relationship between Gmail and Todoist, so that e-mails from clients show up on your to-do list as jobs to complete.

Dropbox
Dropbox is a simple and robust cloud storage service that makes it easy for you to store files online and share them with others. Dropsync is also a useful tool, allowing you to automatically download files to your smart device from specific folders.

Evernote
Project management and note-taking go hand-in-hand. It’s all good and well organizing other members of your team, but when you’re at risk of forgetting what you need to do, or when you need to refer to that clipping that you found online, Evernote is always going to be incredibly helpful.

Pinterest
For creative projects, Pinterest is an excellent way to share ideas and to create mood-boards. When a Task Complete doesn’t quite cut it, this is a much more visual and expressive form of remote communication.

Splashtop Remote
For when you just can’t explain to your client how to open that file, Splashtop Remote lets you take charge of their computer and even see their screen.

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How to Get Your Team on Board With Your New CRM System

Getting your team to get on board with your new CRM system can sometimes be a tough challenge. It is not just a technological hurdle  it is a psychological one. People do not want to change their habits and they do not want to learn new things  especially when it takes them out of their comfort zone.

You have to get your sales staff, customer service staff, and administrators excited about it. How do you motivate them? How do you get them to adopt your fancy new CRM system? Let’s dig into what you can do to speed things along. The faster you get your team using the new CRM system, the more the money you have spent is working for you.

Let them know what you have in mind

Be clear about the goals you are setting and why you are shifting to the new CRM system. If they are on the same page with you, then everyone will know why you are switching. It will be easier to make the change. Do not just tell them what to do. Tell them why they are doing it. Then, they will even come up with new ways of reaching the goals you are shooting for. Give them a crystal clear rationale. Make them understand in the simplest terms possible.

Hold them accountable and stir up some competition

It is important that you hold each person accountable. You do not want them to get away with making errors or using the software the wrong way. Track each user. Log everything everyone is doing. It will pay off in the long run. If they are not held accountable, they might not use it correctly. Empower them to use it the right way, too. Teach them how you want them to use it. Finally, set up a little competition. Reward the best people and encourage the others to keep going and do better next time.

Demonstrate your results

Look for every opportunity to highlight the good effects and positive performance that the CRM has generated. If you can showcase real results, your sales staff will be more likely to personally adopt the CRM. Once they like it, they will naturally do better at it. If they think they are getting somewhere by using it, they will want to use it a lot more, and that should help performance.

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