How To Use InfoFlo CRM Software to Increase Staff Productivity

task managementIf you use the Internet for most of your work day and have yet to adopt task and project management tools into your workflow, or if you’re a business owner and haven’t set up your employees on a task management system, it’s time to seriously consider doing so. In a study done by University of Hamburg researchers it was confirmed that the focus afforded to our flighty minds drops from minutes to seconds when afforded with the opportunity to surf on the internet. According to statistics verified by The Associated Press, our ability to pay attention while online has dropped to less than 8 seconds in recent year.

The first step to making productive use of your time is to find out how you and your employees are presently spending it. Keeping a time log is one effective way to do this. After trying it out for one week, you’ll immediately gain insight into where your time is actually going. The act of measuring is often good enough to lift you and your staff’s unconscious habits into your conscious, where you then have a chance to dissect and examine and then change them.

Here’s how to keep a time log. Throughout the workday keep a record of the time whenever you start or stop a task. Consider using a stopwatch to keep track of the intervals. At the end of the day, sort all the time chunks into categories, and find out what percentage of your time is being spent on each task. If you want to be thorough, do this for a week, and calculate the percentage of your total time that you spent on each type of activity per week. Be as detailed as possible. Note how much time you spend emailing customers and prospects, reading industry-related news, making follow-up phone calls, eating, putting out fires, etc. If you get up out of your chair, it probably means you need to make note of that in your log.

You may not be surprised to know that you’re spending only a small fraction of your working time doing what you define as “work”. Studies have shown that the average employee does only 1.5 hours of “work” per day. The rest of the time is spent talking to co-workers about non-work related things, taking coffee breaks, eating, shuffling papers, and sometimes even texting on the phone. The average full-time office worker doesn’t even start doing real work until 10:30 am and begins to shut down and get ready to go home at around 4:00 pm.

InfoFlo CRM Software allows you to attain and maintain optimal productivity levels with its Task Management feature. It allows you to create time-sensitive tasks and organize them into lists. As well, it enables you to create sub-tasks, add notes or files, and delegate tasks to other members of your team with ease. Download your free trial today.

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Carmel Vision Announces the Launch of Their New Website

Carmel Vision is proud to announce the launch of a new website forinfoflo its InfoFlo CRM Software. InfoFlo enables small and medium sized businesses to intelligently manage the overwhelming amount of information they are exposed to on a daily basis.

“Today, businesses and sales staff need quality sales leads and mailing lists, and in addition, they need a simple, easy to use CRM tool to manage those leads to increase their sales,” said Shai Berliner, Director of Business Development at Carmel Vision. “Our loyal customer base has come to rely on the increased efficiency, productivity, and profitability enabled by the various InfoFlo solutions.”

The main objective for the new website is to help facilitate deeper connections with web visitors, many of whose first contact with the company is online. “The aim is to compel and empower the web visitor to take meaningful actions, whether it is to download a free trial, contact a sales rep for more information, or watch informational videos to learn more about how their business can benefit from InfoFlo,” added Berliner.

In addition to a newly redesigned website, there will be a corporate blog, designed to serve as a valuable resource for existing clients as well as business entrepreneurs looking for a change. The new corporate blog will cover a variety of industry-specific topics and offer real solutions to help readers identify and overcome everyday problems and issues as well as develop ways to become more productive, efficient, and profitable.

“Our experts have amassed a wealth of information and an in-depth understanding about CRM Software. We recognize the unique challenges that you face in your day-to-day work environment and thought it might be helpful to share some of our industry best practices as well as some of the many tips and tricks we’ve learned along the way,” concluded Berliner.

About Carmel Vision

Carmel Vision, a Toronto based CRM software development company, is focused on delivering a powerful management infrastructure that is designed to collect, search, and archive all content, contact and communication activities that take place in a typical office. They understand and listen to all of their customers’ needs and strive to give excellent quality at affordable prices.

Their flagship product, InfoFlo – is a central management system specifically designed to combat one of the biggest technical challenges facing any professional organization, how to efficiently organize, archive, filter and search the vital information that bombards our desktops on a daily basis. The infrastructure allows all office activities to coexist together under one umbrella, making all critical information readily available at the fingertips.

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Apple & IBM Form Historic Partnership

IBM and Sun Microsystems in the 90s each avoided the idea of purchasing Apple, are now contemplating a partnership, according to reports in the Wall Street Journal and MacNews.com.

The idea of the two companies partnering is particularly interesting given their histories of partnerships and the acquisition plans both drew up on more than one occasion during Apple’s lowest points in the 1990s.

 

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The Similarities

Like Steve Jobs once did with Apple, Sam Palmisano, former CEO of IBM, restructured IBM to eradicate its complexity to better match his skills and experiences. The result has been a company that may not have always been the best brand on market but often has the optimal profitability. In a world of too many generic offerings, both companies were able to differentiate themselves using their own secret formula.

As well, both companies are distinctively trying to fight the trend to focus almost exclusively on price competition and are hoping to increase value so that they can justify higher margins and enhance customer service.

Both companies have a long track record for customer and employee loyalty and are relatively unconventional in their ability to get buyers to publicly praise them and their products. While the Apple fan base is well known, what isn’t well known is how hard it is to get IT buyers to praise them for their service. At IBM, there are several businesses — such as Visa and HyGen Pharmaceuticals — that are consistently advocating for what IBM does.

 

The Differences

Apple is well-known for embedding their marketing initiatives deeply into the company’s vision and making choices based not on what engineers feel is the right thing to do but are based on what customers are hoping to buy. This marketing focus is not something that IBM has implemented just yet– although it should be — because many of its market-leading products aren’t of interest to their customers.

IBM, on the other hand, is known for quality, and in its market has to drive to achieve success. Apple has good quality, but it is generally differentiated by perception. Apple should bring its quality up to IBM’s levels to better match its image with the expectations of its buyers.

While we appreciate both companies’ need to keep future products secret, IBM appears to be more transparent when it comes to making people aware of problems and correcting them. Granted, this is a requirement of the segment that IBM occupies, but critics remain pessimistic that consumer electronics companies’ common method of stonewalling about problems puts consumers too much at risk.

It will be interesting to see how this partnership will play out in the near future. How will this effect each company’s customer service and sales records? Read more about the merger here.

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4 Tips for Training Staff on New Software

Forward-thinking businesses seek opportunities to bring in new software to help run their business more efficiently. The most common problem they face is their staff – who do not want to see change and are worried about not being able to understand the new technology in place.

If you decide to implement the new business software, you should make sure all your staff understands the purpose of the new software, the benefits of this, and any important points of what the software package can do to improve their productivity and performance. The more you explain the more likely it is that your staff will understand and enjoy the new training.

Here are 4 tips to keep in mind when training your staff on new software or any technology introduced in the workplace:

 

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  1. Pair up workers-Encourage all employees to teach one another through what is called the buddy program. In order for this system to work, your company should have support and established structure in place. Otherwise, staff members could get tied up in their daily duties and let opportunities slip away.

 

  1. Mentorship opportunities – Start an in-house version of a formal mentorship program.  Pick 10 of your best employees from among a group who has volunteered to become mentors.  In order to ensure that both sides commit to the training process, it’s important to set up a framework. Both parties should make a long-term commitment (i.e. 3 months) and that means meeting for at least 1-2 hours a week until the mentee is comfortable using the software.

 

  1. Cheerlead– Opt for a more realistic, yet positive portrayal of the upcoming changes. Your employees will look to you as their manager for direction on how to feel and what to think about the new implementations, and many will resist change simply because it’s change. Experts advise mangers to answer the “‘what’s in it for me?’ question for anyone you expect to use the software—which is really just another method to ensure your staff knows the importance of why they are learning what they are learning.

 

  1. Use positive reinforcement -Want your team to stay motivated during the training and beyond? Use positive reinforcement every step of the way.  Experts argue that positive reinforcement both shapes behavior and enhances an employee’s self-worth. And if you use positive reinforcement immediately after someone learns something new, you’ll encourage fast and thorough adoption.

Although there is an upfront cost, the long term value far exceeds the cost. If your employees do not know how to use the system properly, they won’t buy into your proposal. When staff members don’t buy into what you’re doing, this nullifies any potential future returns. With Carmel Vision you don’t have to worry about lost investments. Our account managers will prepare you for the transition and provide you with the ammo you need to ensure the staff that the investments you are making are smart ones.

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Continuing The Discussion on Outdated CRM Software

smart luggage

In one of our previous posts we discussed the implications of working with outdated software.  The highlights include costly outages, inadequate support, increased concerns over security breaches, and sharp learning curve for new employees. No one can decide for you whether to upgrade the older software to a much newer one or to continue using the old outdated software and simply offer intensive training to all staff. You have to make the decision yourself.

What we can do is help you make informed decisions by providing you with the facts and best practices.

Recently, I was browsing through CNN and came across an article on smart luggage. The article got me thinking and made me scratch my head once or twice. I traveled 7 times overseas to Europe, the Middle East, and Asia. Of the 7 times I traveled, twice an airline lost my luggage. I eventually got the luggage back…but the first twenty four hours were the most hectic. The airline would not reimburse me within the time period because they claimed that 95% of the lost luggage cases are resolved within 24 hours.

I don’t know about anyone else’s experience, but I was very upset. I was traveling throughout France and the next day I would be going to a remote city of Avignon. The day after was a Sunday and holiday in France and the likelihood of me getting my luggage that day was zero to none. I ended up getting my luggage the same evening, but the worry and the sweat of spending my holiday without my personal goods was unfathomable. The entire trip was only 10 days.

The Jumbo Jet Maker Airbus recently unveiled a new concept design for smart luggage at the Paris Air Show. The luggage would have an embedded tracking device capable of transmitting their locations to travelers and even contacting airlines directly when they get lost or misplaced. This product is still in the development stage, but it gives travelers like me a sense of relief.

Getting back to outdated CRM Software….when using it, you never realize the additional perks that come with newer, and more advanced software. You may be struggling to juggle various tasks and ensure that every employee who works for you stay productive. But why struggle, when you have so many options out there to help you make the most out of your work day and to better streamline operations?

Same thing with those old, ripped suitcases. Why keep those old suitcases when you have ones that are more light weight, more durable, and soon will even be embedded with a GPS tracker?

Call Carmel Vision at 1-855-Infoflo to learn more about how our contact management system can help you become more productive, greener, and proactive in resolving customer complaints and concerns.  Let us show you what you’e missing out on and help you fill in the gaps.

 

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New Antispam Law in Effect in Canada

The long awaited Canadian Anti-Spam Law (CASL) came into effect on Tuesday, July 1, 2014. The legislation governs the way we send commercial electronic messages (CEMs) to prospects. It is important for all companies in Canada to comply. The purpose of the legislation is to reduce the number of unwanted emails to people’s inboxes and to ensure that the messages we get are ones that we approve and want. That is why a big chunk of CASL focuses consent through the following means: Implied Consent – One of the most obvious ways you can obtain an implied consent is through an existing business relationship or what we call the business card cue. Current clients and referral sources are two examples of an existing business relationship. Express Consent-This is given directly from the content – can be either or oral in writing. You have permission until the person withdraws the consent (through unsubscribe) to send the emails. CASL

Fines:

Businesses that fail to comply with this law will be heavily fined. Penalties range from $1 million to $10 million. Based on the experience of other countries with similar legislation, Canadian government officials expect to see results quickly. They look at Australia as an example – the year after Australia passed this kind of legislation in 2004, it dropped out of the world’s top 10 spam originating countries. Canada is the last of G8 nations to pass this law.

Exemptions:

These messages are exempt from CASL:

  • Messages to an employee, contractor, or person who is working with your company.
  • Messages to family members or a person with whom you have a personal relationship with.
  •  Messages attempting to enforce a legal right or court order.
  • Responses to a current customer, or someone who has made an inquiry about your products/services in the last six months.
  •  Messages that will be opened or accessed in a foreign country, including the U.S., China, and most of Europe.
  •  However, you should be aware that all G8 countries now have some sort of anti-spam law in place.
  • Messages sent on behalf of a charity or political organization for the purposes of raising funds or soliciting contributions.
  • Messages that offer information about warranty, recall, safety, or security information.
  • One message to a recipient who you don’t have an existing relationship with on the basis of a referral. The first and last name of the referral must be disclosed. The referrer may be family or have another relationship with the person to whom you’re sending.
  • Messages that provide information about a purchase, subscription, membership, account, loan, or other ongoing relationship, including delivery of product updates or upgrades.
  • If your message does not meet one of these criteria, consent is required under CASL

 

Mandates:

It is recommended that all companies receive express consent from their recipients. When in doubt, businesses should send another email confirming the relationship and requesting that the recipient re-subscribe to email blasts. Here is what the law mandates you to deliver alongside your message. 1. For the purposes of subsection 6(2) of the Act, the following information must be set out in any commercial electronic message:

  • the name by which the person sending the message carries on business, if different from their name, if not, the name of the person;
  • if the message is sent on behalf of another person, the name by which the person on whose behalf the message is sent carries on business, if different from their name, if not, the name of the person on whose behalf the message is sent;
  • if the message is sent on behalf of another person, a statement indicating which person is sending the message and which person on whose behalf the message is sent; and
  • the mailing address, and either a telephone number providing access to an agent or a voice messaging system, an email address or a web address of the person sending the message or, if different, the person on whose behalf the message is sent.

2. If it is not practicable to include the information referred to in subsection (1) and the unsubscribe mechanism referred to in paragraph 6(2)(c) of the Act in a commercial electronic message, that information may be posted on a page on the World Wide Web that is readily accessible by the person to whom the message is sent at no cost to them by means of a link that is clearly and prominently set out in the message.

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