A few months ago I wrote a post about a tool I use in my business – I use Batchbook as my CRM tool.  Today I want to talk about another tool I use on a regular basis.  This one is Evernote.  Essentially Evernote is like an electronic notebook and filing system all rolled into one.  Their tagline is “Remember Everthing” and that is exactly what this tool helps me do.

See an article online that interests you but you don’t have time to read it?  Cut the URL and paste it into Evernote.  Think about something while you are away from your computer?  Make a note on your smartphone.  Get an annoying error message on your computer that you want to include in your email to support?  Grab a screenshot and save it.  See a great billboard while you are driving around town?  Take a picture and file it in Evernote.

To me there are a number of really cool things about Evernote:

• You can make notes on one device, say your computer and pull them up on another device, for example your smartphone or iPad.
• There are many ways to make “notes” – text, pictures, screenshots, voice messages, etc.  You can choose whatever method works for you at any given time.
• You can create “folders” to store your notes, just like in the paper world
• You can also tag your notes in any way you want so you can search on topics across folders.

What do I do with Evernote?

• I keep a log of all my blog posts, the URL and topics so I can easily find them and use the URLs for linking.
• I also use it to keep ideas for future blog posts and newsletter articles.
• I have folders on topics I am researching.  The folders have notes as well as saved URLs so I can find reference articles in a flash
• I also use it for non-work stuff too – it is my new recipe/cookbook tool.  I read a lot of food blogs and cook a great deal and I use Evernote to keep track of the recipes and the URL where I found them.  I can use tags to identify what sort of dish it is, what part of the meal it would be applicable for, etc.

I have found this to be a great tool for my small business and it really helps me cut down on the amount of paper I shuffle.  Oh, and it is free!  Give it a try and let me know what you think!

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:

When was the last time you took a look at your small business’s website?  I bet you set it up a few (or maybe not so few!) years ago, spurred on by your nephew, daughter, or friend and have not done anything to it since.  As part of your spring cleaning you should take a pass thru your website to see if it is up-to-date and correct.  Better yet, consider hiring a professional (usually a marketing professional) to give it a once over.  Don’t be afraid that they may want to redo the entire site – they may well suggest that.  That is how they make a living, after all!  Insist that they just do a review with a list of suggestions and a cost to implement each suggestion.  Pick what seems appropriate to you and that you can afford.  You may even be able to make some of the changes yourself.  Areas to consider:

• It sounds simple but I bet I can pull up 10 websites and at least 9 of them are dated earlier than 2010.  If I am a potential customer and see your website hasn’t been updated since 2007, it doesn’t give me warm, fuzzy feelings about your business.  Having no date isn’t a great option either; customers and prospects want to know that you are keeping up with things in and with your business.
• Re-read the text; does it still make sense today?  Does it still have the same voice you want to have represent your business?  Or is it too stilted and formal?  Social media (Facebook, Twitter, etc.) has driven the Internet to a less formal, more intimate voice.  You should still be professional online but you may want to consider your language in relation to changes happening on the Internet.
• Are your products, services and prices up to date?  You should certainly update them if they are not.  If you don’t specify your products, services or prices you may want to consider adding them.
• Consider adding links to social media (and diving into social media if you aren’t already there).
• Make sure you site is search engine friendly – and by that I mean with today’s search engines.  The search algorithms change constantly; your site might have performed well in 2007 but might not now.
• Update graphics or photos if they look dated.
• Make sure you site is loading quickly.  Not only does this add to a better user experience, the search engines are starting to “grade” sites on their performance.  Slow-to-load sites will be penalized.
• Your customers and prospects want to know about who they are doing business with.  Consider adding an ‘about us’ section and be sure to include affiliations, etc.
• Finally, make it easy for folks to contact you.  So many sites force users to use their sign up form – this is a convenience for the site owner businesses, NOT for the user.  Sure, it automatically updates your email list but if I want to talk to someone NOW I want to have a phone number available or an email address I can use directly.

These are a few ideas for “spring cleaning” your website, to add a little spit and polish to your online presence.  If you have other ideas, I’d love to hear them!

I know you get a lot of email for your small business – we all do.  Whether you keep your email on your server or on your computer it can build up over time.  It is a good idea to clean up your old email from time to time to keep from running out of space and to speed up your email.  You may find you’ll even save yourself some time when you don’t have to search thru all your emails to find things.

Do you have a lot of old messages out there, in your Inbox or perhaps in folders?  Do you really need those messages?  Some companies do need to keep records of customer correspondence but others can get rid of it after a while.  So that is the first step – delete anything you really don’t need.

Do you have old messages that you need to keep but likely won’t access often?  Archive these emails; most email clients allow you to archive emails to a file on your computer.  This physically stores the email in a separate place from the rest of your email.  You can leave that file on your computer (back it up!) or, if you really don’t think you’ll have to access those email often you can copy that file to a CD or to your backup location.

Now that you have cleaned things up a bit, look at what you still have.  Are there ways to organize it using folders to make it easier to use?  This is a great time to group email in folders.  Common ways to do this are by topic, by sender or by date.

Next, clean out your spam or junk folders if you have them (and likely you do).  Finally, take out the trash by emptying your trash or deleted folder.

There, doesn’t your Inbox feel lighter, fresher cleaner?

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.

Wow, we are part 5 of the series on how to use technology to improve customer service with your small business.  No foolin!

Today I want to talk about online chat, also known as live chat or click-to-chat.    This is a feature you can add to your website that allows your customers or prospects to choose to communicate with your company real time, using text.  It can be implemented in a number of ways and can provide a variety of service-related benefits to your small business:

• Your customer service folks can be involved in multiple chats, allowing them to help more people at one time than they could on the phone.  Not only can your representatives have multiple chats going at once, you can “can” responses to frequently asked questions and your reps can use them by pressing a single button.   You can increase customer service while reducing operational costs!
• It allows your customer service people to engage in communication that is more conversation-like than asynchronous email.  The number of people that engage in live chat or instant messaging is on the rise so this a communication channel that many are very familiar with.  Finally, while it is real-time and comfortable, it allows for a level of anonymity that some people prefer.
• Customers or prospects that engage in online chat generally have a higher tolerance for waiting for service (but not too long!) – by definition they are online and can easily multitask while they are waiting for answers to their questions.  When they are on hold on the phone they are usually much less patient.
• Most, if not all, live chat implementations allow you to push content, via links, to the recipient.   You can provide FAQs or a how-to videos easily, for example.
• If you have an e-commerce site where you sell a product, most live chat vendors provide “shop with me” functionality that allows you to gently guide your customer thru your site and address any questions.
• You can set up live chat to proactively engage users if they spend a long time on a page or repeat actions that indicate they are having a problem.
• All of the chat conversations are logged and saved to a database.  You can use them identify frequent customer problems or diagnose customer-service issues.

Live chat can provide benefits beyond improved customer service.  Most of the vendors provide functionality that helps you better understand how users interact with your site and to optimize it.  You can proactively engage prospective customers at key place in your site, perhaps speeding up the acquisition or conversion process.

As with any new technology, there are a lot of best practices you can employ to improve your chances of success – just as there a lot of way to screw it up and annoy your customers and prospects.   This is definitely a place where you should get professional help to make sure you are doing the right thing for your business.

If you are interested in learning more about live chat, contact your technical advisor and see if live chat needs a place in your technology plan.

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?

I started to write this post about some other more specific examples of how small businesses can use  technology to improve customer service but some of them were related to a company’s website – and since a lot of companies STILL have awful websites and a few don’t have a website at all, I thought it made more sense to start there.  With the training wheels on.  Next week we can take them off.

A good, relevant website is essential to providing good customer service.  How?  Any time you can provide answers to  your customer’s questions at their convenience you are providing good customer service.  Your website can be accessed from virtually anywhere at anytime, giving your customers (and prospective customers) instant access to the information they need.  Descriptions of services and products, fees and costs, contact information, hours of operation and maps or driving directions are a great start.  If you get a lot of the same questions over and over you can include FAQs.  Testimonials or references from other customers provide prospects with references that they can contact.  If you have service manuals, installation guide, instructions or other documentation, you can allow them to be downloaded from the website.  You can provide video clips or blog articles with educational content.  The possibilities are boundless.

Your website can be a storefront and a vehicle for your marketing and branding but it can also be the hub of your customer service platform.  Once you have the basics covered you can move on to providing even more service online.  A few weeks ago I wrote about providing customer self-service by allowing them to schedule appointments online.  In my next post I’ll expand on this customer self-service theme.  In the meantime, how do you provide customer service online?

This week I am going to start a multi-part (how many parts?  who knows?  Methinks a good number) of posts about using technology to improve customer service.   When I talk about “improving customer service”  I mean everything from reducing your your costs of customer service to providing better quality customer service over a number of channels.  You can see that this is a broad topic and will take a while to cover!  This week I’ll start you off easy with things we all should know…and yet I can give you many examples where even these simplest of processes aren’t followed.

You have to answer the phone.

It is probably safe me for me to assume that virtually all businesses have a phone.  When possible someone should answer the phone when it rings.  I can understand where some small businesses may have a cell phone as their main business number, say for a solopreneur consultant or the like.  In that case it is ok to let the call go to a professional sounding voicemail during meetings or while driving, etc.  Those voicemails need to be checked regularly and returned promptly.  And promptly means THAT DAY if possible.  I recently called a local dog grooming establishment to make an appointment to get my two labs, Jester and Cimarron, bathed.  I got voicemail or an answering  machine.  The first time I called I just hung up (potential lost customer).  The second time I called I left a message (the dogs were really smelly and it was very cold outside).  My message was returned over 24 hours later, late one evening when I couldn’t take the call.  I had to call a third time to make an appointment.  Turns out when I finally got there that my service was adequate and the cost reasonable but I am not in love with this place.  It seems to me that a service establishment like that thrives by keeping their appointments booked – why do they not have someone dedicated to answering the phone?  Why can they not return calls during business hours?  Or better yet, why don’t they look into allowing clients to book appointments online at their convenience?

You have to have email and check and return it regularly.

It boggles my mind that in 2010 there are still some businesses that don’t have email and or don’t integrate its use regularly into their business processes, yet it is true.  Of course, if you are one of those that doesn’t use email, you probably aren’t reading this article either.  I sure hope you have a friend that prints it out for you and either hands it to you or puts it in an envelope with one of those stampy-things.

I believe that small businesses should embrace email; it is convenient for you and your customer.  It allows your customer to reach you when it suits them, even before or after business hours.  When using email keep the following in mind:

• check it regularly, at least at the beginning and end of each day, more if you can.  Go thru all of it and handle it in some appropriate way. I recently responded to an email I received…later when I saw the sender she claimed not to have seen my response.  When I expressed surprise she admitted that she gets hundreds of emails a day and didn’t always get thru them.  In today’s world not getting thru email (or having someone get thru email) is not an acceptable business practice.  Especially when you send an email and are looking for a response!
• Commit to responding within a certain amount of time.  Consider responding to email with an autoresponder that tells your customer when to expect to hear back from you.  For example, an autoresponder might say “Thank you for your email, it is important to us.  Emails received by close of business will be answered that day, otherwise they will be answered on the next business day.”
• Answer customer questions or concerns politely and completely.  Assume that the sender wants to communicate via email or ask them if you can communicate differently.  Nothing is more annoying than to send someone an email and for them to respond with “call me”.  If you need specific information to interact via email, let the customer know what that is.

I know phone and email are so ubiquitous to barely be considered “technology” but we have to start somewhere.  Next week we’ll take a baby step beyond that.  In the meantime, as always, I’m interested in your opinions on this – how do you use technology to improve customer service?

I attended a very nice panel discussion yesterday (Using Technology to Grow the Firm, sponsored by Creative Growth Group) and one of the topics that came up close to the end was adoption of new technology.  This is a topic that is near and dear to my heart so naturally, since it is on my mind, it is this week’s topic.

Technology that is under utilized or unused (shelf-ware) is the bane of every company.  What starts out as an well-intentioned investment in the firm becomes, well, a sinkhole for money and time.  We’ve all heard of the multi-year, multi-million dollar ERP or CRM projects that end up getting scrapped because no one in the company can or wants to use the system.

For a small business the lost investment might not reach the dollar size of a failed project for a huge company but the results can be devastating because the failure affects virtually everyone in the enterprise and proportionally the level of investment is usually much higher.  Entire books have been written about project failure, I won’t rehash all the gory details here.  Instead, here are a few questions for small businesses to keep in ask themselves when they are thinking about putting in new technology.

• Is this technology part of an overall technology plan that takes into consideration your overall business goals and objectives?  If it is not or you don’t have a plan you probably aren’t setting yourself up for success.
• Does this project have a well-defined adoption plan?  (Yes, on paper.  It isn’t really a plan if it isn’t written down.)  Just purchasing training, while hugely important, is NOT an adoption plan.
• Do your employees truly understand the value of this technology to the organization and their part in making the implementation a success?  If they aren’t bought into the change you can still be successful but it is much much harder.
• Does this new technology really provide something that makes your employees’ jobs easier and better?  Does it fit with the way they work?  Or is it just another thing to add to the long list of stuff they gotta do every day?  If it changes how they work significantly, has the new workflow or business process been identified and documented?
• Is someone truly accountable for making sure the technology is used and the investment is realized?  I recently heard a story about a dentist that spent tons of money on new software for his dental practice.  As part of the deal he got training credits and he made sure all the assistants and office employees went to training.  Then he never mentioned the system again…he wasn’t holding his employees accountable for using the new system nor did he delegate that accountability to anyone else.  So guess what?

Bringing in new technology is a huge investment of time and money for a small business.  It is important to take the time to think it through.  If you aren’t sure how to do that, get some help from a reputable consultant or technical advisor.    If it is truly worth doing, if it is going to help grow your business, isn’t it worth doing right?