I know, I know, the technology world is rife with slang, jargon and acronyms.   In fact we’re famous for being almost impossible for the layman to understand – I’ve been using words with no vowels for longer than I care to admit.  That said, some of these terms are important for a business owner to understand – if for no other reason than to make sure their business has what it needs.

So let’s get started!

1. Backup and recovery – the verb phrase “to back up” means that you make a copy of your data so that if you lose it you can replace it.  The noun “backup” is the copy you made and the act of replacing it is “recovery”.  You can back up your data on any sort of schedule – monthly, weekly, daily, hourly or even more frequently.  I usually recommend making a backup at least daily.  There are a lot of ways to back up your data – to a USB drive or other external hard drive, to a CD or DVD or to the cloud.  Services like Mozy and Carbonite are a business owner’s best friend.  Here are a couple other thoughts on backup and recovery:  First, make sure you are backing up everything you should be.  I had an outage about a year ago and realized I was backing up everything except my email.  Ouch!  Next, test your recovery.  If I had done that I would have realized I was taking incomplete backups BEFORE I got bitten.
2. Redundancy – redundancy essentially means duplication.  A system is redundant if services are split in two or more pieces so that if one fails you have something to fall back on.  It is important to think about your technology and to determine where and when you need redundancy.  If you are a small business owner with only a single pc your redundancy plan might be to go to Office Depot and buy a new pc.  Then you could use the backup from number 1 to be back in business in a few hours.  If you are a larger business or are looking to push technology services to the cloud you may have deeper needs.  When you talk to service providers ask them about their redundancy and look for two things:  first is hardware redundancy which means that they have split your services over multiple machines so that if they lose one you are still good to go.  Also ask about location redundancy – what if oh, for example, Hurricane Irene slammed into their data center?  Do they have services in another, preferably far away, location that can keep your business up and running?
3. Archiving – to archive means to save off old data that you want to keep around but don’t need ready access to.  Archiving is closely related to back up and recovery but with a subtle twist.  When you are archive you may choose to copy your data to a medium that isn’t as easy or fast to recover from and that is separate from your current data.  An example of this would be where you back up your current data to the cloud for fast and simple recovery but you put your really old stuff on a DVD and store it offsite.  It is important to consider what needs to be archived – you may not want to pay to back up and store all that old data every night and you certainly won’t want to add time to recover it in the event something bad happens.
4. Disaster recovery – Wikipedia says “ is the process, policies and procedures related to preparing for recovery or continuation of technology infrastructure critical to an organization after a natural or human-induced disaster”.  Your disaster recover plan will include your backup, recovery, redundancy and archiving plans.  It is the technology portion of your overall business continuity plan.

What does all this mean?

  by  Roger Smith

Implementing a CRM (customer relationship management) system can be a huge undertaking for a small business. Done poorly it can create more work and inefficiencies for an already small staff. Done well it can revolutionize a business by improving workflow and make it easier to touch customers regularly and meaningfully.

I’ve written some other articles on CRM here and here so if you need a refresher pop over to those and pop back.

There is a lot of literature about CRM success and failure and frankly it would make any small business owner go screaming into the night – most stuff has been written for large businesses that have to implement CRM across huge sales teams, whole marketing departments and a 24×7 support staff.  Most of these articles have very little to offer a small business and what is meaningful is hard to find.  Today I’ll share my top tips:

1. Make sure you understand your overall business goals.  What goals do you want a CRM application to support and what business issues are you trying to solve?
2. Choose a technology that fits your business.  Price and features, though critically important, can’t be the only criteria.  Does the tool fit how your company works?  Is it a cultural fit – a free-flowing, unstructured application might fit a design firm better than one with strict linear processes.
3. Before implementing the tool, define the processes that support the goals in the first bullet.  Don’t just dive face first into the deep end – take the time to figure out the new processes and to configure the tool for those processes.
4. Figure out how and where the new tool will integrate with your other systems.  For example, if you want the contacts in the CRM to update in your accounting system, get that working.  Or if you want your sales folks to see aging data when they look at a contact, get that working too.
5. As you are implementing the tool, be sure to promote the processes.  That is a nice way of saying “make folks use the process”.  I’m not saying to throw them into the pool (another pool metaphor – hey it is summer and it is hot) – they need help, support and training.  At the same time, don’t let them circumvent the new way of doing things.  You’ll only slow down adoption and perhaps create a culture of “we really don’t have to use this”.
6. Finally, even though I am saying you should make folks use the new processes, make sure you allow time to revisit and revise the processes.  You won’t know everything when you start and it makes sense that you might have to make some tweaks.

Small businesses, from professional services to retail establishments to service organizations, can benefit from a well implemented CRM.  Take your time going through these steps.  In many cases it makes sense to get some help; find a technical advisor who can help lead you.

Have you implemented a CRM in the past year?  What went well and what went poorly?

Earlier this week there was an article on SmallBizTechnology.com about how the biggest problem small businesses have in using technology is lack of education.  I absolutely agree with the sentiment – who has time to learn about technology when they have a business to run?  In the article Ramon Ray recommended spending an hour or two a week learning about technology.  From there, however, he talked a lot about technology that boosts a businesses online presence – Facebook, blogging, Twitter and local search.  These are all important but there is so much more!

So what else should a small business owner educate themselves about?  There are so many topics that it can seem like a maze but if you take a look at this list you can concentrate on a few topics at a time:

• How can you make things easier for your customer?  (easy online access to content and services)
• How can you make things easier for your staff? (remote access, simple processes, collaboration tools)
• How can you touch more prospects, close more sales and increase revenue? (CRM, email newsletters)
• How can you streamline your internal processes and maybe save money? (better integration, fewer but more powerful systems, remote hosting, cloud services)
• How can you get a better handle on your business? (reporting, analytics)

So here is a short round-up of good sources for technology information – these are examples but they should give you somewhere to start:

• online technology magazines and blogs like smallbiztechnology.com and smallbusinesscomputing.com.  I also like Laurie McCabe’s blog.
• industry specific online sources like the Law Technology News section of Law.com or Techtips on TheProgressiveAccountant.com
• online communities like American Express Open and Biznik.com
• local blogs like atlantasmall.biz

What technology topics would you like to know more about?  Where do you go to get your technical education?

I will start this post with an admission – I am about to flog the horse that should have been dead, buried and forgotten at least 10 years ago.  Fax machines should be like phones with cords, tvs without remotes, ironing boards and other vestiges of electronics past.  They should be things that our children ask us about with a quizzical expression as if it to say “Really?  You sent documents over phone lines as sound?”.

Yet, I can pull up a handful of websites and there is the fax number, prominently displayed after the phone number and before the email address.  As if the small business in question would rather receive a fax than an email.  I can walk into a small business, like I did recently at the garage where I get work done on my car, and there it sits.  Again, really?

I wish I could say I am the only one to write about this but alas that is not the case.  I can f ind many articles on the same topic (like here, here and here).  And yet.  My hope is that none of you read those articles or, if you did, you just didn’t get the point until now, because of some pithy thing I have to say.  Because the fact is this:  fax machines are useless and should be retired.

Why?  Well first of all, to use a fax machines you have to first print a document, then stick it in a machine and then it prints AGAIN at the destination.  That means double the paper usage, especially if that document was electronic on your end and would never have been printed otherwise.

Second, some small businesses are still paying for a second phone line to support faxes.  The ones they get about 3 times a year.

Finally, faxed documents are almost always of poor quality, faint and smudged and often crooked with parts cropped off.  That is hardly a professional image to be presenting!

There are easy alternatives.  You can email that document directly from your PC.  If it was already printed and has a signature or the like you can scan the document and email it.  In fact for lots of reasons a scanner is a better investment today than a fax machine.  Not only can you get rid of your fax machine but you can scan and store your documents, reducing the amount of paper on hand.

So why do folks hold on to fax machines with white knuckles?  Inertia in some cases.  In others the business owners don’t  have the experience emailing and scanning.  Others have a faulty sense that a scanned document is “more official” or “more secure”.  Did you know that easiest way to forge a document is to cut out someone’s signature, glue or tape it to a document and then fax it?

For kicks and grins, how about keeping track of the faxes you send a receive each month.  Is there another way to send or receive that document?  Likely the answer is yes.  If you still have a few outliers (and I would honestly like to know what they are because I can’t think of any examples) you can use a service like efax.com to support those.

Let’s  the fax die its belated but natural death and simplify your technology this spring!

Photo courtesy:

This will be a short post today to make up for not posting last week.  I’ll get back on track later this week, I promise.

What is keeping you from leveraging today’s technology to provide stellar customer service?  I’ve noticed a trend in the reasons I’ve heard from small business owners and it ISN’T money.  This surprised me because you’d expect the main reason to be cost.  In today’s economy cost IS something to consider and any changes or additions to the technology you use to support your business should be carefully thought out and carefully planned and implemented.

No, the reasons I hear most start like this:  ”I still have to…” or “I would have to change…” or “I want…” – in other words, it is all about the business owner, not at all about the customer.  When I hear sentences that start with these phrases the following questions come to my mind:

When I hear “I still have to…” or “I would have to change…” I wonder, have you taken the opportunity to rethink your operational processes?    You might not need that step any more.  Or I wonder if you really understand the solutions you are considering.  For example, if your response to putting in functionality for customers to self-schedule appointments is “I still have to call them to confirm or change the appointment”, you may need to look at what the services provide.  Most of them allow you to apply rules to the appointments, maybe only existing customers can self-schedule or you can specify dates and times for appointments based on the service selected.  In addition, most of the services include functionality that automatically emails confirmations and reminders for you.
When I hear “I want…” my ears really perk up – this is where it is GENERALLY about you, your sales technique and need to deal with your customer in a way you are comfortable with, your needs and not your customer’s.  When you start with “I want…” keep in mind that today’s culture is getting more technology-savvy and more technology-centric.  Your customers have lots of options on how to interact with business and more and more often they want to choose their communication channels and deal with your business when it is convenient for them.

If you keep thinking “I want…” instead of “They want…so I should…” you may find yourself left behind your more open minded and progressive competitors.

As a small business owner we want to help our customers personally, to meet with them face to face or talk to them on the phone so that we build a connection and a relationship. Unfortunately, sometimes our customers want to help themselves. When you allow customers to help themselves, where it makes sense, you empower them to get what they need when they need it. In the long run they are more likely to come back to you for additional products and services.   It doesn’t have to be an either/or scenario – why not allow them to choose between self-service or in-person service?

So what do I mean by self-service? It can mean different things to different companies:

• As I mentioned in an earlier post, services firms can allow their customers to set appointments online.  You can tell from this post I am a big fan of being able to set appointments online at my own convenience.  It may not always make sense but is something to consider.
• Companies that have a product can include product manuals and warranties online.  This one has become near and dear to my heart lately; I have a 10-year-old son and I probably don’t have to tell you that instructions and new toys/games/whatevers they belong to are soon parted.  Just last night I had to go online to find the instruction manual for the rock-tumbler he got for his birthday.  What a relief!
• Firms that share a lot of documents with their customers can set up portals to allow them access and share documents.  Tools vary in their sophistication and include (but are certainly not limited to) Dropbox, Box.net, Google Docs, Basecamp, et al.
• If you regularly do business with a customer why not present the invoices online?  Any then maybe even PAY online?  Cool, huh?  There are a lot of options for this and it is a topic worthy of its own post so we’ll leave it at that for now.
• Online ordering or online quote capabilities have been around a long time but it is surprising how many companies still don’t use them.  I think the mindset is that they want the prospect to all or come in so they can sell them in person.  Certainly some products and services are too complicated to handle online but, honestly, most aren’t.  I for one will likely look for another service provider if I can’t get at least a semblance of a quote online before I pick up the phone.

As you can see, there are a lot of ways for you to provide service to your customers online.  The additional benefit is that not only will you make your customer’s happy, you’ll reduce the customer service load on your employees, perhaps even freeing them up for other revenue generating task.  Sounds like a good deal all around to me!

Have you considered adding customer self-service to your small business technology plan?

How many times have you at the end of a busy day (week?  month?  year?) got to the point on your to-do list where you need to make a hair-dog grooming-dentist-doctor-exterminator-repair appointment but it is, of course because you’ve been busy, after business hours?  What happens?  That item remains on your list and, maybe worse, gets shoved further and further down the list.  Aggravating for you, right?  And what about that hair dresser, dog groomer, dentist, doctor, exterminator or repair person?  They are missing out on your current business and might lose your long term business if you find someone who provides their service but is easier to do business with – by allowing you to set appointments when you want, online.

Imagine it, it is in the evening, after the kids are in bed.  You are comfortable on the couch with a nice roaring fire and your laptop (or iPhone) open.  You have your beverage of choice at your side and you are able to actually cross items off your to-list as you make the appointment to get your hair colored and for your son to get his cut (finally).  Your beloved mutt desperately needs a bath after the recent bad weather – in a zip you have a grooming appointment set for tomorrow.  To be able to make short work of your to-list at your leisure…what a wonderous thing!

But wait – you are a small business owner too.  Maybe you aren’t a hair dresser, dog groomer, dentist, doctor, exterminator or repair person (because if you were this story wouldn’t make sense – you wouldn’t make an appointment with yourself!) but you are an accountant, lawyer, designer, photographer or personal trainer.   You have customers that have the same problem you do – they have making an appointment to see you is on their to-do list but they are too busy (or can’t get thru for some reason) to make an appointment by phone during regular business hours.  What is the cost to you of all those missed appointments?  And as more and more people move to using the Internet for convenience what is the cost going to be in the future?

If you haven’t considered adding self-service appointment scheduling technology to your website, now might be the time to do it.  In my next post I’ll talk about some of the vendors out there and the features of their services.  In the meantime, enjoy the fire and the beverage and think about how making  it easier for your customers to do business with you could help you bottom line.

I have written a number of posts the past few months about how important it is for small businesses to be aware of and to improve their local online presence.  Local search is getting big on its own and with the advent of mobile search it is critical that small businesses stake their claim in local business searches.

GetListed.org is a great tool to use for this.  You simply enter your business name and it checks the presence of your business on (at this point) four websites – Google, Yahoo, Bing and Best of the Web.  If you don’t have a listing it gives you links to each for setting up your business on the sites.  If you do have a listing it shows gives you a snapshot of how strong your listing is – do you have pictures, citations (references from other sites) and reviews?

In addition to the four search engines listed above, GetListed.org links you to other search websites that frequently get referenced by Google, etc.  These include Superpages.com, Brownbook.net and Yelp.  Unfortunately this service seems West Coast based – sites that are used heavily here in the Atlanta area such as Kudzu.com aren’t included…yet.

There is a lot of helpful information about boosting your local search presence in one place with GetListed.org.  I highly recommend that every small business owner go there and get started with raising their local search visibility.  Set up your local listings and read the hints and tips.  In addition, I suggest adding it to your to-do list to go out there every few weeks and make sure you are listed where you should be.

How strong is your local search presence?

Technorati claim token:  5KC24UU5U39A  Everyone else can ignore