These Technologies Can Help You Run Your Small Business Better

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Small businesses face many challenges, but technology can offer solutions. Digital tools can help small business owners simplify operations, increase efficiency, and enhance productivity.

There are many tools available, from innovative software to cutting-edge hardware. The right technology can give small business owners a competitive edge.

However, finding the best options can be daunting. Buying apps just because someone recommended them may not work for you. You need to identify your needs and optimize your solutions.

What are the main obstacles that SMBs encounter with cloud use? According to the 2023 State of the Cloud Report, they are cost management and security. The report also revealed that 47% of SMBs lacked resources and expertise.

We can assist you in selecting the best tech for growth and ROI. Let’s start by looking at some game-changing technologies. These tools can transform the way you run your small business.

Revolutionary Tech Tools for Small Business Owners

Searching for ways to streamline processes, improve communication, or elevate customer satisfaction? Look right here for a range of technology tools designed specifically for SMBs. These solutions possess the power to revolutionize your business’s triumph.

How Cloud Computing Enables Scalability and Flexibility

Microsoft Azure Flexibility and Scalability

Cloud computing enables businesses to store, access, and manage their data more efficiently. Small businesses can benefit from apps like Microsoft 365 and Google Workspace, which offer enterprise-class features that were previously exclusive to large companies.

Microsoft Azure and Amazon Web Services (AWS) are examples of other cloud-based solutions. They offer scalable and flexible computing power to small business owners, who do not need to invest in expensive on-premises infrastructure.

Some of the advantages of cloud computing are:

  • Enhanced collaboration
  • Smooth data backup and recovery
  • Increased accessibility

These features allow you and your team to work from any location and at any time. You can use the cloud to run your entire office, including your phone system, document storage, accounting, customer management, and more. The cloud offers cost-efficient solutions for small businesses of all kinds.

Customer Relationship Management (CRM) Software

CRM software is essential for delivering outstanding customer service in today’s competitive market. CRM platforms such as Salesforce and HubSpot help you centralize customer data and track interactions more effectively. You can also manage customer relationships better with CRM software.

Spreadsheets have their limitations. They require a lot of manual work and are prone to errors. They also lack collaboration features and can cause miscommunication or missed opportunities.

CRM software can enhance your sales process, marketing campaigns and customer support. You can learn more about your customers’ needs and preferences and customize your offerings accordingly. This will boost customer satisfaction and loyalty.

Tools for Smooth and Effective Teamwork

Small businesses need efficient collaboration, especially when their employees work in different locations or remotely. Collaboration tools such as Slack, Microsoft Teams, and Google Workspace enable this. They offer real-time communication, file sharing, and project management solutions.

These platforms unite teams and allow for smooth collaboration, effective task assignment, and streamlined workflows. The apps have features like chat, video conferencing, and document collaboration. These tools keep your team connected and productive, no matter where they are.

E-commerce Platforms for Online Sales

Small businesses can benefit from the growth of e-commerce. They can access more customers and generate more income. They can use platforms like Shopify, WooCommerce, and BigCommerce to build and run their online stores.

These platforms have everything a small business needs to succeed online. They have flexible designs, safe payment options, and easy inventory control. These features help small businesses create a strong online brand. They can offer products or services to customers anywhere.

Using Data Analytics to Make Better Decisions

Data analytics tools are valuable for any business. They can provide insights that inform decision-making. Small business owners can use platforms like Google Analytics and Microsoft Power BI to collect, analyze, and visualize data from various sources.

With data analytics, you can track website traffic, customer behavior, and sales trends. You can also identify opportunities, optimize marketing strategies, and make data-driven decisions. Data insights can help you grow your business.

Data analytics gives small business owners the power to understand their target audience. It also helps them spot areas for improvement quickly. They can then make smarter business choices.

Ask Us About Our Cloud Support to Boost Your Bottom Line

Technology can transform your small business by making your processes faster, your customers happier, and your efficiency higher. But it can be hard to figure out how to use it effectively. You don’t have to do it by yourself.

Let us help.

Give us a call today to schedule a chat about optimizing your cloud efficiency and costs.

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How to Use the New Virtual Appointments in Microsoft Teams

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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.

Virtual Appointments
Image is from Microsoft

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.
Appointment Type
Image is from Microsoft

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.