Business – Page 2 – WRLD Tech Consultancy

10 Tips to Help Small Businesses Get Ready for the Unexpected

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What would you do if your business suffered a ransomware attack tomorrow? Do you have a contingency plan in case of a tornado, hurricane, or earthquake? The unexpected can happen anytime, and small businesses can get hit particularly hard.

Small businesses are the backbone of many economies. They are critical for job creation, innovation, and community development. But running a small business comes with significant risks. This includes financial uncertainty, market volatility, and natural disasters.

60% of small businesses fail within 6 months of falling victim to a cyber-attack.

Thus, small business owners must prepare for the unexpected. This is to ensure their longevity and success. In this article, we will discuss some tips to help small businesses get ready for anything.

Tip 1: Create a Contingency Plan

One of the most critical steps in preparing for the unexpected is to create a contingency plan. A contingency plan is a set of procedures that help a business respond to unforeseen events. Such as natural disasters, supply chain disruptions, or unexpected financial setbacks.

The plan should outline the steps the business will take in the event of an emergency. Including who will be responsible for what tasks. As well as how to communicate with employees, customers, and suppliers.

Tip 2: Maintain Adequate Insurance Coverage

Small businesses should always maintain adequate insurance coverage. This protects them from unexpected events. Insurance policies should include things like:

Liability coverage
Property damage coverage
Business interruption coverage
Data breach costs

Business interruption coverage is particularly important. It can help cover lost income and expenses during a disruption. Such as a natural disaster or supply chain disruption.

One of the newer types of policies is cybersecurity liability insurance. In today’s threat landscape, it has become an important consideration. Cybersecurity insurance covers things like costs to remediate a breach and legal expenses.

Tip 3: Diversify Your Revenue Streams

Small businesses that rely on a single product or service are at greater risk. Unexpected events can cause them significant harm. Something like a raw material shortage could cripple an organization without alternatives.

Diversifying your revenue streams can help reduce this risk. It ensures that your business has several sources of income. For example, a restaurant can offer catering services. A clothing store can sell merchandise online as well as its physical location.

Tip 4: Build Strong Relationships with Suppliers

Small businesses should build strong relationships with their suppliers. This ensures that they have a reliable supply chain. This is particularly important for businesses relying on one supplier for their products.

In the event of a disruption, having strong relationships matters. It mitigates the risk of a supplier bankruptcy or supply chain issue. Having supplier options can help reduce the impact on your business.

Tip 5: Keep Cash Reserves

Small businesses should keep cash reserves to help them weather unexpected events. Cash reserves can help cover unexpected expenses. Such as repairs, legal fees, or loss of income. As a general rule of thumb, businesses should keep at least six months’ worth of expenses in cash reserves.

Tip 6: Build Strong Outsourcing Relationships

If business owners try to do everything in house, they’re at higher risk. For example, if a key IT team member quits. In this case, the company could face major security issues.

Build strong outsourcing relationships with an IT provider and other critical support services. If something happens to a company’s staff or systems, they have a safety net.

Tip 7: Check Your Financials Regularly

Small business owners should check their finances regularly. This is to ensure that they are on track to meet their goals and to identify any potential issues early on.

This includes:

Tracking income and expenses
Creating and reviewing financial statements
Regularly meeting with a financial advisor

Tip 8: Invest in Technology

Investing in technology can help small businesses prepare for unexpected events. For example, cloud-based software can help businesses store their data off-site. This ensures that it is safe in the event of a natural disaster or cyber-attack. Technology can also help businesses automate processes. Automation reduces the risk of errors and improves efficiency.

Tip 9: Train Employees for Emergencies

Small businesses should train their employees for emergencies. This helps ensure that everyone knows what to do in the event of an unexpected event.

This includes training for natural disasters, cyber-attacks, and other emergencies. Businesses should also have a plan for communicating with employees during an emergency. As well as ensure that everyone has access to the plan.

Tip 10: Stay Up to Date on Regulatory Requirements

Small businesses should stay up to date on regulatory requirements. This helps ensure that they are compliant with all laws and regulations. This includes tax laws, labor laws, and industry-specific regulations. Non-compliance can result in fines, legal fees, and damage to your business’s reputation.

In conclusion, small businesses face many risks. But by following these tips, they can prepare themselves for the unexpected.

Improve Business Continuity & Disaster Preparedness

Get started on a path to resilience and protect your business interests. We can help you prepare for the unexpected. Give us a call today to schedule a chat.

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This Article has been Republished with Permission from The Technology Press.

How to Create Insightful Dashboards in Microsoft Power BI

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Data visualization is a powerful tool for communicating complex data. It presents it in a simple, easily understandable format. But it is not enough to simply create a graph or chart and call it a day. To truly make use of information, it is important to create insightful reports. Reports that effectively communicate the story behind the data.

Insightful reports help decision-makers understand key trends and patterns. As well as identify areas of opportunity and make informed decisions. If analytics graphs and bar charts are only telling part of the story, it can lead people to wrong decisions.

Creating holistic and insightful reports requires the use of several data points. One tool that enables this is Microsoft Power BI.

What Is Microsoft Power BI?

Microsoft Power BI is a business intelligence tool. It allows you to connect many data sources to one dashboard. Using Power BI, you can easily model and visualize data holistically.

The platform has over 500 different data connectors. These connectors can tap into sources such as Salesforce, Excel, Azure, and more. Users can leverage pre-built report templates to save time in creating data-rich reporting. Teams can also collaborate and share dashboards virtually.

Tips for Designing Great Data Visualization Reports

Getting started in Microsoft Power BI entails:

Signing up for the software
Connecting your data sources
Using its tools to create report visualizations

But creating great reports goes beyond that. Below, we’ll go through several tips and best practices for getting the most out of your Power BI output.

Consider Your Audience

You should design reporting dashboards with the end user in mind. What is it that this audience wants to see? Are they looking for bottom-line sales numbers? Or do they want to cover insights that can help target productivity gaps?

The use of clear and concise language and effective visualizations are important. These help to highlight the key takeaways from the data. Customize reports to the audience’s level of technical expertise and business goals.

Don’t Overcomplicate Things

Many times, less is more. If you find that your dashboard looks crowded, you may be adding too many reports. The more you add, the more difficult it is to read the takeaways from the data.

Remove all but the most essential reports. Look for ways to include different data sets in a single report, such as using stacked bar charts. Dashboards should show important data at a glance, so do your best to avoid the need to scroll.

Try Out Different Chart Types

Experiment with presenting your data in different ways. Flip between bar, pie, and other types of charts to find the one that tells the story the best. When building a new dashboard for your organization, get some input. Ask those who will review the reports which chart type works best for them.

Get to Know Power Query

Power Query is a data preparation engine. It can save you a lot of time in developing insightful reports. This engine is used in Microsoft tools like Power BI and Excel.

Take time to learn how to leverage this tool for help with:

Connecting a wide range of data sources to the dashboard
Previewing data queries
Building intuitive queries over many data sources
Defining data size, variety, and velocity

Build Maps with Hints to Bing

Bing and Power BI integrate, allowing you to leverage default map coordinates. Use best practices to leverage the mapping power of Bing to improve your geo-coding.

For example, if you want to plot cities on a map, name your columns after the geographic designation. This helps Bing identify exactly what you’re looking for.

Tell People What They Are Looking At

A typical comment heard often when presenting executives with a new report is, “What am I looking at?” Tell your audience what the data means by using features like tooltips and text boxes to add context.

Just one or two sentences can save someone 5-10 minutes of trying to figure out why you gave them this report. That context can get them to a decision faster. It also helps avoid any confusion or misunderstandings about the data.

Use Emphasis Tricks

People usually read left to right and from top to bottom. So put your most important chart at the top, left corner. Follow, with the next most important reports.

If you have specific numbers that need to stand out, increase the font size or bold the text. This ensures that your audience understands the key takeaways.

Use can also use colors to emphasize things like a “High, Mid, Low.” For example, a low level of accidents could be green, a mid-level in yellow, and a high colored red. This provides more visual context to the data.

Need Help with Power Bi or Other Microsoft Products?

We can help you get started or improve your use of Microsoft 365, Power BI, and more. Give us a call today to schedule a chat about leveraging this powerful platform.

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This Article has been Republished with Permission from The Technology Press.

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How to Use the New Virtual Appointments in Microsoft Teams

Scheduling appointments is a common activity. Salespeople often set up virtual appointments to answer questions about a product. Software companies allow people to schedule live demos. Telehealth therapists allow clients to book video sessions.

Those are just a few examples of some groups that are going to love a new Microsoft Teams feature. Virtual Appointments was recently added to the platform. It adds a new meeting style tailored for engagements with customers.

Have you’ve been using Teams and a different online appointment app? This new feature will streamline the experience.

What Is Virtual Appointments in Teams?

Virtual Appointments gives you an all-in-one meeting platform for customer engagements. You can schedule, manage and conduct B2C meetings in Microsoft Teams.

This new feature brings together the scheduling component with the video conference interface. Anyone with the link can join the virtual appointment. They do not need a Teams account.

The power of Microsoft’s scheduling app, Bookings, connects to Teams. This makes the Virtual Appointments function as seamless as possible.

Some of the features below will be available with any Microsoft 365 plan. Some are available with a premium plan.

Teams Virtual Appointments Features

Manage Scheduled Appointments

You can see your scheduled appointments in a single view. Manage cancellations and time changes easily.

Send Customized Confirmations & Reminders

You can send customers a customized message via SMS or email. This personalizes the experience for them. You can also use automation to give that personal touch without having to send each one manually. Automated appointment reminders are another time-saving function.

Customized Waiting Room

Add a personal touch to your virtual engagements. You can customize the Teams waiting room. You can use themes and logos to brand your business. You can also chat with attendees while in the lobby waiting room. This is helpful if your current appointment is running a little long. You can let them know you’ll be right with them.

Meeting Follow-ups

You can send meeting follow-ups after a virtual appointment. This helps you reduce the time it takes to send any promised follow-up information. You also keep all details in a single place. This makes your client communication trail easier to follow.

Organization & Department Analytics

How effective are your appointments? It’s hard to know if your demos are resulting in sales if you don’t have a good tracking system. It’s also important to have visibility into customer appointments across the organization.

You can do this with a premium analytics feature. It gives you helpful reporting. The reporting provides insights into B2C virtual appointments in all departments.

How to Use Virtual Appointments

To start using Virtual Appointments in Teams, admins must set up a few things. Note, they must be a Bookings admin to access these settings.

Create a Calendar

In the Virtual Appointments app choose to “Create a calendar.” You can find this option on the Home tab.

Larger organizations may wish to create different calendars for different departments.

Add Staff

Next, add staff members. You can add up to 100. You will also need to assign them a role. Once you’ve added your staff, you can view their availability in both Teams and Outlook.

What’s another nice thing about using an integrated platform like M365? It’s the cross-app compatibility. Your calendar syncs across apps.

Create Appointment Types

You’ll next set up your appointment types. You can choose from these two options:

Scheduled: You schedule the day/time. The system adds this information to the email confirmation.
On-demand (Teams Premium): Customers can choose when to meet from your booking calendar.

Set Up SMS Notifications (If desired)

If you choose to use SMS notifications and have the right Teams plan, you can set this up next. This allows you to easily send appointment confirmations and reminders via text message.

Note: Attendees currently need a valid U.S., Canadian, or U.K. phone number to receive the SMS notifications.

Link Forms (If desired)

If you would like your attendees to fill out any forms, you can link them now. Virtual Appointments allows linking up to four cloud-based forms. These would be forms you have created in Microsoft Forms.

Publish Your Booking Page

If you want to give customers the ability to book on-demand appointments, take this next step. You will need to publish the booking page. You do this on the “Manage” tab of Virtual Appointments. Select “Booking page,” and turn on “Publish booking page.”

Get Help Using Your Microsoft 365 Tools More Effectively

Microsoft 365 is a platform with many possibilities. Often, companies aren’t using all the features they could. As a result, their team may be less effective. They could also be wasting money on apps they don’t need.

Are you interested in help supercharging your Microsoft 365 experience? Give us a call today to set up a meeting.

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This Article has been Republished with Permission from The Technology Press.

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7 Customer-Facing Technologies to Give You an Advantage

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Customers look for convenience. In today’s world that means technology that makes their life easier. From webforms to POS systems, you need to keep the customer experience in mind in all you do.

When people aren’t happy with their experience interacting with a company, they leave. And their experience might not have anything to do with your products or services. Maybe they found it hard to navigate your website. They may have a question, but no one was around to answer it.

Customers expect you to make it easy for them to do business with you. Companies that do that, reap the benefits. Customer-centric companies are 60% more profitable than those that aren’t.

Technology is key to converting website visitors into clients. It’s also key for keeping customers happy and returning to buy again.

Where should you focus? Below are several ideas for all business budgets.

Cloud Forms

Are you still emailing forms in Microsoft Word to your customers? Using cloud-based forms makes the experience much better. Your customer doesn’t need to save a form to their computer and remember to email it back. Instead, they can follow a link and fill out the info online from any device.

Moving your forms to the cloud makes it easier for you as well. The form data comes in automatically. These systems also collate forms and provide analytics.

If you use Microsoft 365, then you already have a cloud form tool. Look for Microsoft Forms in your available applications or visit Microsoft’s site.

Digital Signatures

Experts expect the use of eSignatures to grow by 69% by 2024. The ability to digitally sign documents means more contracts get signed. People don’t have to print out a form, sign it, then scan it back in. Any of those activities could mean a bump in the road.

Printers run out of ink. People have trouble with a scanner they rarely use. The list goes on. Any problem can mean a customer rethinks signing a document that you need.

Using digital signatures streamlines the process. You can handle the transaction online. You also ensure you have a legally binding signature.

Smart Chatbot

When someone makes a buying decision, they often have a question. If they don’t have a quick and easy way to get an answer, they may go elsewhere.

Chatbots are really smart these days. If you program them right, they can answer a large percentage of repeat questions. They’re there 24/7 on your website ready to help in a moment of need.

Many customers actually like them. About 68% of consumers are happy using helpful chatbots. They say they like that they get a fast answer from a bot. This isn’t always the case when customers send an email.

SMS Notifications

SMS notifications are another type of technology that can improve customer experience. Emails have become flooded with junk mail. When someone needs to know about a shipment or purchase, they often prefer it by text. This way the message isn’t missed.

Think about implementing SMS notifications for important customer alerts. Make sure you have an opt-in and opt-out method. It’s also a best practice to let the customer choose which alerts they want to receive. Such as payment notifications, sales, or shipping details.

Business Mobile App

People have been in a transition from websites to apps for a while. Of course, the internet isn’t going away, but apps are gaining ground. A big reason for this is the rise of smartphone use.

Smartphone searches are overtaking web searches. And when people are on a mobile device they prefer apps over websites. Studies show that mobile users spend 90% of their time using apps, and just 10% using an internet browser.

Think about implementing a mobile app for your business. This can make it easier for customers to do business with you. It also gives you more marketing and service capabilities, such as push notifications.

If you’re on a tight budget, you could start with a “wrapper” app. These are solutions that take your existing website and transform it into an app.

FAQ Kiosk

For retail stores, having an FAQ kiosk available can provide a positive experience. It can allow customers to get questions answered quickly. It could also help them look up sales and coupons.

Service businesses can also benefit by using this digital tool. They can use it for commonly asked questions. They can also use it to direct clients to staff offices.

VoIP Phone System

You might think of your phone system as an internal piece of IT. But it’s also one of your most customer-facing technologies. The experience people get when they call is a vital part of how they view your business.

VoIP phone systems give staff the flexibility to help customers anywhere. This is true even when away from their desks. They also enable things like group ring, auto-attendant, and voicemail to email. All these features make for better caller interaction with your business.

Get Help Planning Your Technology Roadmap

Which technology upgrades will benefit your bottom line the most? How should new systems integrate into existing solutions? These are some of the things we look at when helping you look ahead to the future. Give us a call today to schedule a chat.

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Why You Need to Think Twice Before Using Lensa AI & Other Self-Portrait Apps

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It’s a common theme. You begin seeing these amazing CGI images of your friends on Facebook or Instagram. You think, “How can I make one?”

Filters and self-portrait apps have come a long way. You can now make yourself look like Hollywood’s version of a character in the next hit animated film. It still kind of looks like you, only a dream version with “perfect” hair, skin, and facial features.

The latest of these modern vanity marvels to make the rounds is Lensa AI. You upload about 10 photos so the app can feed that data into its AI algorithm. Then, once it maps your facial features, it generates several fantasy selfies of you.

These magical avatars don’t come for free though. While you can download the app for free and use it in a limited fashion, you need to pay to do more. To get unlimited access for one week, it’s $2.99. There are several pricing tiers for its avatar packs and membership access. These range from $3.99 for Avatars Pack 1 to $35.99 for full membership.

It sounds like a little harmless digital fun, right? That’s what many companies making apps like this like you to think. Vanity is an easy sell, and who doesn’t want to have a fabulous profile pic?

But for Lensa AI and several similar self-portrait apps, you’re paying more than you know. The cost comes from the data privacy rights you’re giving up. And these can go far beyond the app itself.

Why Worry About Data Privacy with Lensa AI & Similar Apps?

Thanks to laws like GDPR, software and app developers need to tell you what they do with your data. Looking at the app at the Mac App Store, a few alarming things jump out.

Data Used to Track You

Once you download the Lensa AI app, it can track your phone activity. The app store states that the app may use purchases and unique identifiers to track you. And this doesn’t mean only tracking you while in Lensa AI. It can track you across websites and apps owned by other companies.

Data Collected

Lensa AI scours your device for a lot of different data points. By downloading it, you permit it to do this. Some of the tracking links to you personally (such as linked to your name, IP address, or phone number). It collects a lot of other data, but not with your name or another identifier on it.

Data collected and linked to you:

User content (such as the images you upload)

Data collected, but not linked to you:

Purchases you make on websites or apps
Usage data for apps, etc.
Identifiers (this isn’t specified, but could mean things like city or gender)
Diagnostics from your device

Loss of Rights to Your Uploaded Images

What apps like Lensa AI do with your data is a grey area. Many tech companies, such as Facebook, have been known to act irresponsibly with user data. Many are purposely vague in their terms and conditions, leaving the door open.

One section from the Lensa AI Terms that users agree to states the following:

“…solely for the purposes of operating or improving Lensa, you grant us a time-limited, revocable, non-exclusive, royalty-free, worldwide, fully-paid, transferable, sub-licensable license to use, reproduce, modify, distribute, create derivative works of your User Content, without any additional compensation to you…”

For the sole purpose of “operating” Lensa, could mean anything. It could mean that to make more money to operate the business, the company needs to use your images. Note that it also states it can modify, distribute, etc. YOUR user content.

Things You Can Do to Protect Your Data Privacy

Don’t Immediately Jump on Every Fad

This one may be hard when you see all your friends using a new app. It’s natural to want to be a part of that. But try waiting a week. Most likely those avatar images from the latest selfie app won’t be blowing up your feed anymore.

Read App Terms & Conditions

Take the time to read an app’s terms. You are often giving up more data privacy rights than you realize. This includes giving an app the ability to track just about everything you do on your device. Be aware of what’s at risk before you download a new app.

Restrict Data Collection

If you can’t resist an app’s charms, at least make it as secure as possible. This includes taking the time to restrict its data collection features, where possible.

Use your phone’s privacy and security settings to turn off data sharing. For the Lensa AI app, you can also contact the company to request that it delete your data from its servers. Its privacy policy states to email privacy@lensa-ai.com for questions and concerns.

Get a Device Privacy Checkup

The more apps you use, the more complicated data privacy can get. Don’t leave it to chance. We’ll be happy to help. Give us a call today to schedule a device privacy checkup.

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This Article has been Republished with Permission from The Technology Press.

Microsoft Forms: One of the Handiest Freebies in Microsoft 365

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Microsoft 365 is one of the most popular cloud platforms in the world, with about 345 million paid seats. Microsoft cloud tools numbers were up 32% in Q3 2022 compared to the previous year.

One of the reasons for its continued growth is the suite of cloud tools offered in the service. Users get a stable of over 20 different apps, including the core MS Office suite.

With so many different apps, it’s not uncommon for some to go unused. Companies may not even be aware they have access to these other helpful tools. One of the handiest apps you get with a Microsoft 365 subscription is Microsoft Forms.

From sending year-end customer surveys to assessing change readiness, Forms makes it easy. This online survey and form-building tool has a lot to offer organizations. And if you have a subscription to Microsoft 365, then you already get Forms included for free.

What Is Microsoft Forms?

Microsoft Forms is a drag-and-drop form, quiz, and survey creator. It’s simple to use and allows you to send out surveys via a link. Recipients can fill out your form online from any device.

Once recipients fill out the survey, the results come into the software instantly. You can see the collated results charted in the software. You can also export the results to Excel.

How to Get Started in Forms:

Visit Forms.office.com and log into your Microsoft account.
Choose “New Form” or “New Quiz: from the top menu

OR you can choose to explore the built-in templates.

Click “Add New” to add a new form field. You can choose from field types:
- Choice (i.e., multiple-choice question)
- Text
- Rating
- Date
- Ranking
- Likert (a scale that records attitudes/opinions about a topic)
- Net Promoter Score® (a scale from “not likely” to “extremely likely”)
- Section (separator that can include a title and image)
Enter your questions.
Once finished, click “Send” at the top. You can distribute the survey using the following options:
- Link to a web form
- Email
- QR code
- Embed in a web page
- Via Facebook or Twitter
View responses on the “Responses” tab

Advantages of Using Microsoft Forms

It’s Included in Microsoft 365 Subscriptions

If you already subscribe to Microsoft 365, then it makes sense to use Forms. It can save you money if you’re using a separate survey tool, like Survey Monkey. It’s easily accessible by signing in with your Microsoft account.

It Saves Time

Sending a survey by email is time-consuming. You have to worry about emails bouncing due to an attachment. You also need to spend time collating all the results as they come in.

Using MS Forms can save you a lot of time. People don’t need to download anything or open an email file attachment. They simply follow your link and fill out the form online. As soon as they fill the survey out, you get the result. Forms also collates all the answers for you.

Get Charted Results Automatically

You can quickly see the results of the survey in meaningful graphs. Forms makes it simple to export to Excel if you want to upload the survey results into another platform.

On the “Responses” tab, you can hover over the result graphs to see the details.

Charted Results — Image from ocmsolution.com

It’s Easy to Use

There’s a very low learning curve with Microsoft Forms. The interface is intuitive and simple, so just about everyone can jump in and start using it.

What Are Some Ways You Can Leverage Microsoft Forms?

Annual Customer Satisfaction Survey

Using a web-based survey can increase your response rate from customers. They can fill out your satisfaction survey from any device, making it quick and easy for them.

You can see results instantly. Then, chart them to gain insights into what your business is doing right, and what you can improve upon.

Employee Security Awareness Quiz

Send a security awareness quiz to your employees using Forms. It can be easily integrated into your cybersecurity awareness training. The platform also tells you the average response time per person.

Change Readiness Survey

Change management is a growing focus of many organizations. This is due to the speed of technology-driven transitions. You can use Forms to improve user readiness for change adoption. Create and send out a change readiness survey to affected groups.

Event Registrations

Are you hosting an event? You can easily gather registration details. Send out a Forms link via QR code, social media, text, or email.

Volunteer Registration Form

Embed an MS Forms registration form on your web page to sign up volunteers. The platform will automatically collate different talents or other volunteer information. This helps you better match people’s talents to your needs.

And More

You’ll find more ideas from the Forms templates. Such as:

Competitive analysis study
Post-event feedback survey
Office facility request form
Employee satisfaction survey
Product pricing survey
Food catering request form
Save the date form
Course enrollment form

Would You Like to Get More Out of Microsoft 365?

There is a good chance that your company may be leaving some value on the table with M365. Give us a call today to learn more about our Microsoft 365 support services.

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This Article has been Republished with Permission from The Technology Press.

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8 Reasons Every Company Is Now a Technology Company

Whether you sell shoes or run an accounting firm, you need some type of technology to operate. Today’s companies aren’t just in the business of selling their own goods and services anymore. They also must master various types of digital tools.

These include software, payment systems, computers, Wi-Fi networks, mobile devices, and more. Companies also need to protect their devices and network.. If that technology isn’t working, it can impact a business significantly.

98% of surveyed organizations say that just one hour of IT downtime costs more than $100,000. The reliance on technology means that every company is now a technology company.

This is the case no matter what products you sell or services you provide. Let’s discuss exactly why this is the case in today’s world.

What Makes Technology a Backbone of Any Business?

1. Technology Is a Critical Part of Business

Even farmers use tech to check commodity prices, sell livestock, and keep their books. Most companies couldn’t operate without their software. Or without databases filled with important information.

IT downtime is so devastating for this very reason. Remember the breaches impacting global meat producer JBS and Colonial pipeline? Those companies had to halt operations because of ransomware attacks.

They both paid the ransom to their attackers so they could begin operating again. Without the technology that’s become a normal part of our day, a lot of companies would close.

2. Customers Expect an Excellent Digital Experience

Customer experience came in first in a survey of top business priorities for the next 5 years. Nearly 46% of respondents said it was at the top of their list.

If a customer has just one bad experience with your company, they will likely go elsewhere. In a digital world, those experiences are often:

Navigating your website
Checkout experience
Appointment scheduling ease
Shipping notifications
Helpfulness of online chat
Response time from customer support
Ability to contact your company via social media

To keep up with consumer expectations in 2023 and beyond, means you need to use technology. From your website to your payment experience, people expect a smooth digital flow.

3. Employees Need Devices to Drive Productivity

How do employees work productivity without the use of a computer, tablet, or mobile device? These devices keep staff connected to each other and your customer data. Devices enable communication and are how much of the work in offices gets done. If they don’t run well, business productivity suffers.

4. AI & Automation Help Companies Stay Competitive

AI and automation help organizations move faster. AI can personalize a consumer shopping experience. Automation can help sales teams close 30% more deals and improve conversions by over 200%.

To stay competitive, companies must integrate technology tools with AI and automation capabilities. This means they need to know the best ways to use these tools. Plus, integrate them well with existing solutions.

5. Information Is Being Generated at a Rapid Pace

Companies generate information digitally at a dizzying pace. Can you imagine what it would be like if you had to go back to all the paper files? You’d need a separate building just for all the filing cabinets.

Files, documents, and customer records are largely digital now. Keeping track of all that information and making it searchable requires technology skills.

6. Vendors/Suppliers Are Leaving Legacy Systems Behind

Think of the vendors you use to run your business. Could you interact with any of them offline only? No email, no digital documents? In most cases, the answer is, “No.”

The companies that you rely on for your business are also “technology companies” in the same way. Most will be leaving behind legacy systems like fax machines and paper documents. Thus, you need to use digital means to interact with them.

7. It’s Difficult to Grow Without Tech Innovation

People are limited by what they can mentally and physically do in a day. Computers and technology have exponentially increased that. They do a lot of the processing and manual work.

The cloud is often touted as leveling the playing field for small businesses. It allows smaller companies to leverage technology to do more affordably.

It’s hard to continue growing your business without the smart use of digital tools. This includes reviewing your technology infrastructure and looking at innovations on the horizon.

8. Business Continuity Needs

Business continuity is about keeping your company running despite any crisis events. One natural disaster could severely impact a building and everything in it. But, if you are storing your data in the cloud and using cloud software, your business can still operate.

Companies that aren’t employing backup systems are at significant risk. Tech solutions create the ability to continue operating from anywhere, increasing business resiliency.

What Does Your Innovation Roadmap Look Like?

Using technology securely and to its fullest can be a full-time job. Give us a call today, we can help take that burden off your shoulders.

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What Are the Most Helpful VoIP Features for Small Businesses?

Just five or six years ago, VoIP was still considered a “different” type of business phone system. One that wasn’t the norm. But the pandemic changed that way of thinking. Now internet-based phone systems aren’t simply the norm. They’re mandatory for business continuity.

During the pandemic, VoIP and video conferencing have skyrocketed by over 210%. This is largely due to the move to remote work and hybrid offices. Sixty-seven percent of surveyed companies say switching to VoIP helps improve call handling.

So, no longer is the business phone system tied to a physical location. This enables fluid management of a business with staff spread out over many locations.

Additionally, VoIP significantly reduces costs for businesses. The technology is much cheaper to use than a traditional landline-based system. Calling plans are also often less expensive, and a company can add new numbers for very little cost.

VoIP has several helpful features for small businesses. But owners are busy and may not have time to have all of them enabled.

What are the best features to drive efficiency, productivity, and positive caller experience?

Here are some of the best features of cloud-based business phone systems to leverage.

Automated Attendant

In many small companies, the person answering the phone also has a lot of other duties. You can free up that person’s time and give the caller a better experience with an automated attendant.

An auto-attendant acts as a company directory. It will forward calls to the correct department or staff member for you. Record a pleasant greeting and ask the caller a few questions. Such as, “Press or say 1 for sales, 2 for technical support,” etc.

The caller gets the person they need without having to explain why they’re calling twice. Once to the person that answers the phone and once to the person they’re transferred to.

Find Me/Follow Me

What’s the most favorite user feature for VoIP? According to 77% of surveyed employees, it’s the Find Me/Follow Me feature. This includes the ability to use a virtual phone number that is accessible from all devices. Staff can also transfer calls from one device to another with ease.

Whether you are on a PC, in a conference room, or on your smartphone, you can get your calls. This feature reduces friction and allows people to give out a single phone number. Callers can then use that number to reach the person via mobile, home office, or onsite office.

Hold Music

Playing pleasant music while your callers are on hold might seem like a small thing. But it can have a big impact on customer satisfaction and lead generation activities.

We found some eye-opening statistics from a study on hold music versus silence. In the study, researchers kept people on hold for 1 minute. Results showed:

On hold in silence: Over 50% of the callers hung up
On hold with music: Only 13% of the callers hung up

Additionally, 45% of the silent group that did not hang up thought they were on hold for 3-5 minutes. They were on hold for just one minute. While on the music side, 56% of people thought they were on hold for less than one minute.

So, you can see the power of activating that one simple feature of your VoIP system. You may notice happier customers and fewer leads hanging up before they reach anyone.

Voicemail Transcription to Email

When you’re coming out of a meeting, going through a string of voicemails can be frustrating. You have to listen to each one to figure out the people to call back first.

Voicemail to email in VoIP services, provides recorded voicemails emailed to you. This also comes with a transcription of the message. You can quickly glance through the emails and scan the text to rank callbacks. No need to listen to every message first.

Ring Groups

Ring groups are an especially helpful feature if you have a small team. It allows a group of numbers to ring simultaneously until one person in the group picks up.

This means that another staff member may be able to assist a caller, rather than them needing to leave a message. Ring groups are great to set up for sales teams, accounting teams, and customer support teams.

Call Reporting

Another bonus of VoIP phone systems over analog is that you get real-time call reporting. What are your busiest times when you need more staff? Do you have a problem with calls not getting answered fast enough?

Your call reporting can give you insight into those things and more. Make sure you check out these reports and then automate the ones you like so you’ll see them regularly.

Local Support

This isn’t a system feature, but it’s important to have. If you sign up for VoIP from a company halfway around the world, you don’t have any local support when you need it.

Having someone that can come to your office is important. They can set up VoIP desk phones and help you optimize ring groups, mobile apps, and more. Your business phone system is one of the most important pieces of technology you have. Make sure you have the local support you need to keep it operating reliably.

Looking for Local VoIP Solutions?

Get expert VoIP services and local support. We’ll integrate your cloud-based phone system with your entire technology environment. Contact us today for a free consultation.

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Everything You Need to Know About Microsoft Viva Sales

Data entry can be a real drag for salespeople. The time they spend on administrative tasks is time away from customer interactions. But that data is vital.

It’s important to capture customer orders, quotes, needs, and more. Lead and sales reporting help sales managers know where to direct their attention. Analytics also help drive more efficient ways of closing the deal.

Microsoft has taken up the mantle of this challenge. It is about to launch a new digital experience for sales teams. Microsoft Viva Sales is part of the “Viva” line of applications. These include things like Viva Insights for improved staff wellbeing. As well as Viva Learning for staff development.

The Viva apps natively integrate with MS Teams and the Microsoft 365 ecosystem. They include automation designed to eliminate boring tasks and enable more work engagement.

Viva Sales is a “CRM helper” application. We’ll go through some of the most asked questions about the app, its features, and when you can get it.

What Is Microsoft Viva Sales?

Viva Sales is an application that will provide sales and lead insights. These insights populate throughout Office 365 and Microsoft Teams. The focus of the app is to cut unnecessary manual entry to give sellers more time to sell.

How Does Viva Sales Work? Is It a CRM?

Viva Sales is NOT going to replace your normal CRM platform. Instead, it connects to your CRM and other sales-related apps. It leverages the data from these connections. This makes it easier for salespeople to get the prospect data they need to enable their work.

Salespeople spend approximately 34% of their time on administrative tasks.

Viva Sales Basics

Some of the core advantages of Viva Sales are:

Eliminate Forms: Data entry for sales professionals is greatly reduced. This frees them up for more customer relationship building.
Powerful Data Leveraging: Viva Sales connects to several platforms. This includes non-Microsoft programs and CRMs. The integration allows salespeople to cross-reference data points and gain valuable insights.
AI-Driven Help: Salespeople will get prompts that are AI-driven. These suggestions and reminders help them along in the sales process with a lead.

Interconnected Interface

Microsoft Viva Sales provides sales-specific insights throughout the various M365 applications. Salespeople natively see important customer details, wherever they are. Including in their Outlook Calendar or when in their Microsoft or non-Microsoft CRM.

Viva Sales Features

Tag to Capture Sales Interactions

Tagging is also known as using someone’s “@name” to get their attention. Tagging is a popular software integration used throughout many cloud-based apps. It’s also used within Microsoft 365.

Salespeople can use the familiar tagging function. They can use it to capture data from another M365 application for a prospect or customer. This includes adding someone to a list of customers by using a tag for their Viva Sales name. The system will capture the contextual information on the lead or customer.

Collaborate

Viva Sales makes it easier than ever to collaborate with your team on a sales prospect or customer. You don’t have to chase down information to copy/paste into a message. Use that tagging function to populate lead information from Viva Sales in seconds.

You can also easily edit or open a lead/customer record. No need to look for and open another app. The process gets you where you need to go in as few clicks as possible.

Call Summaries & Integrated Data

One thing that customers and salespeople hate is a lack of understanding. For example, when a salesperson doesn’t know about a recent customer interaction.

This can happen when company communication systems store data from different sources separately. Such as phone call messages being in one place and a customer’s website chat session being in another.

Viva Sales brings all that customer engagement data together into a single view. This allows the salesperson to see call summaries and capture call action items.

Download & Customize

Salespeople that prefer an Excel view of their contact list can get this from Viva Sales. Download lead and customer lists. Customize the application per the organization’s needs.

When Will Viva Sales Be Available?

Microsoft has announced that Viva Sales will be “coming in Q4 2022.” There is no exact date for the launch yet, but you can be sure that we will keep an eye on this!

In the meantime, you can watch a video explaining the application on Microsoft’s site here.

Take Advantage of Microsoft Viva Automation

Microsoft built the Viva suite of digital experience apps for productivity. These apps help employees find information faster, feel more connected, and work more productively.

Now is the perfect time to explore those that have already launched and get ready for Viva Sales.

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Microsoft Teams Plan Comparison: Free vs M365 Business vs Teams Essentials

The shift to remote work over the last two years has caused companies to realign their digital tools. Now, many meetings default to being via video conference rather than in person, and working from home has become commonplace.

Seventy-seven percent of remote workers say they’re more productive working from home (a big reason is fewer distractions). Plus 85% of surveyed managers expect that having teams with remote workers will be the new normal.

But for remote working to work without employees feeling disconnected and customers feeling you’re hard to reach, you need to use cloud communication tools. One of the most popular, which has skyrocketed in popularity, is Microsoft Teams.

Between April 2020 and April 2021, the Microsoft Teams daily active users count rose from 75 million to 145 million.

Teams is an all-in-one communication platform, providing more than just video conferencing or chat. It combines several capabilities into an online work hub for collaboration and communication.

Some of the key features of MS Teams include:

Video and audio calls
Webinar registration & attendance reporting
Channeled team chat
File storage and sharing
In-app collaboration in Word, Excel, PPT, and more
In-app collaboration in 3^rd party applications
Tabs that allow teams to link apps and websites inside a channel
Status notification and alerts
Use on all devices

MS Teams Evolution

Originally, Microsoft Teams was available only through a Microsoft 365 Business subscription. Then, to improve the popularity of Teams and compete with video conferencing platforms like Zoom, Microsoft brought out a free version with fewer features in 2018.

This helped the service increase its user base, however, there was a wide gap between the capabilities of the paid version with a Microsoft 365 subscription and the free version. Such as much less support, fewer features, etc.

Microsoft noted that it was missing a vital audience, the small business. Small business owners had a more difficult time fitting into either the free model, with very limited group meeting timing, or the paid model, which required a full M365 subscription.

So, in December of 2021, it brought out the third plan for MS Teams that it is hoping is “just right” for smaller companies that need the same collaboration and communication tools as everyone else. This plan is called Teams Essentials, and you don’t need to sign up for Microsoft 365 to get it.

Comparison of Teams Essentials vs Teams Free vs Teams with an M365 Business Plan

Next, we’ll go through the differences between these three MS Teams plans so you can identify the one that may make the most sense for your company.

Microsoft Teams Free Version

The free version of MS Teams was really brought out to reach the residential and home user crowd. An audience that had been completely missing from the Teams userbase up to that point.

This plan has the following capabilities:

Unlimited group meetings for up to 60 minutes
Up to 100 participants per meeting
5GB of cloud storage per user
Unlimited chat
File sharing, tasks, and polling
Data encryption for calls, files, meetings, chats
Co-authoring capabilities
Ability to add tabs inside group channels

The biggest drawback of using the free version for your business is the 60-minute limit on group video meetings. The 5GB cloud storage also can be limiting for business use of Teams.

Microsoft Teams Essentials

Teams Essentials is $4/user/month and was designed specifically for small businesses that may not want to subscribe to M365, but still need a good cloud collaboration tool to keep their team connected and productive.

This plan has the following capabilities:

Everything in the free version, plus:
Unlimited group meetings for up to 30 hours
Up to 300 participants per meeting
10GB of cloud storage per user
Anytime phone and web support

The additional group meeting time (up to 30 hours) is more than enough to fill any type of meeting need, even those that go on all day. Additionally, users get double the cloud storage space, and the phone and web support ensure your staff has help using the app when needed.

Teams with Microsoft 365

The version of Teams with Microsoft 365 is available with any business plan. The lowest cost plan is $6.00/user/month ($2 more than Essentials). However, the Basic package does not come with downloadable Office apps (Word, Excel, etc.), only the web versions.

The next step up would be M365 Business Standard at $12.50/user/month, which is quite a bit more than the price for Teams Essentials. This one does include the downloadable Office apps.

These plans have the following capabilities:

Everything in the Essentials version, plus:
Office applications (either web or web & downloadable)
All the many M365 cloud apps (OneDrive, Forms, SharePoint, OneNote, and many others)
1TB of cloud storage per user
Webinar hosting
Customer appointment management
Premium security features

If you are planning to use Microsoft Office software and other applications, then it makes sense to get Teams along with an M365 subscription. However, if your business already owns the offline version of the Office suite or does not need it, then Teams Essentials offers a lot of capabilities with a lower price tag.

Need Help Getting MS Teams or Other Cloud Tools Set Up?

Today’s hybrid offices and remote teams need robust collaboration tools to compete. Contact us if you need help getting started with MS Teams or another cloud tool. We’ll be happy to facilitate a custom setup to ensure your staff can hit the ground running.

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This Article has been Republished with Permission from The Technology Press.

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