Virtual workers

Virtual workers, but real work.

It’s funny but we talk about virtual workers, virtual systems, virtual this and that but what do we mean? According to my dictionary  the word virtual means: almost or nearly as described, but not completely or according to strict definition.  But whose “strict” definition? The use of the word ” virtual” at present is being derived from virtual reality: “a simulacrum environment, make believe”.

So when we talk about a virtual secretary, what we actually mean is that she/he is a remote secretary, not a virtual one. She still works and carries out the functions of a secretary. She exists and the work she does exists. It has value to the person who employees the virtual worker. I may be considered a virtual worker. I am independent, not part of my clients direct business structure. I appear when needed and vanish when not.

But does that make  a virtual worker a less valued  part of a business or a team? I hope not and to be honest, if a client views me that way then we need to think about our relationship. As I said, there is nothing virtual about the results I or any other “virtual worker” should provide.

Not long ago the term was teleworkers. But do the people who need to use such resources really understand what it is they need or are getting? Do the words get in the way? When hiring a virtual worker a good question to ask would be: would I hire them as part of my company? Most businesses use a virtual worker and always have: the accountant. They are integral and important to the very running of your company. You sourced them through other business owners or other recommendations. I imagine that you did not pick up the big yellow book and called a few at random. So, would you do that with a virtual assistant or project manager?

Just as you cannot afford to keep an accountant full- time you don’t need to keep any other virtual worker full- time. As a business owner you get to tap into great skill sets as and when you need them. These people tend to hone their skills in order to provide services to multiple clients. I am not saying you should replace all your staff for virtual staff, that would make no sense. But there are tasks you need people to do which are not part of the day to day running of your business. Just like your accountant, they are people you should build a good, solid and valued long term relationship with. Become a preferred customer  of theirs and show them their value by offering referrals; in return you make them part of your team.

As  I said in a past post,  build a good team around you and it will help you through the tough times. Include some skilled outsiders in that team and increase the odds in your favour.

If you are thinking of hiring a virtual assistant I suggest reading this article on allbizanswers by Tracy Collins on selecting and engaging.

Take care

The author

andrewnim

Team work and a process which works.

How I write

I always remember a teacher telling my mother that my handwriting was terrible because my hand could not keep up with my thoughts. I always thought this was a great compliment. Now I recognize it for what it is, a problem. What it actually means is that  I rush and have to go back over things carefully when writing. I have had to learn to always do that and when I am busy it is hard to find the time. Normally the writing I do is of a reporting or proposal nature and I have time to go back over it and check it twice. Yes I learned the importance of that from Santa.

But because writing for this blog is more of an informal thing I did not approach it with the same rule. I should have. Reading back I can see little mistakes. Nothing important really, but not right. This blog is about providing thoughts for peoples information and to promote Point Concept. As I have said else where, every piece of literature, every interaction with your customers is an opportunity for marketing, for creating your brand and supplying customer satisfaction. Its about reminding your customers why they use you and not another company.

So where had I gone wrong?

It was something very basic. For most of the material I write I always try to remember the audience, often that audience is not as interested in the technology and systems which I am writing about as am I. So I get my wife and business partner to proof the things I write. You see my wife is a self confessed technocynic. It is not that she dislikes or even distrusts (that much) technology, she just believes it is not the answer to everything, and wants to know  ” if we can put a man on the moon, why cant  I surf the web by talking to my TV” Her view is that for it to be effective and usable it should be like Star Trek. I cannot argue with her logic. It does however make her my perfect companion and proof reader. Not only is her grammar fantastic ( She teaches our two boys) she forces me to explain more clearly. She is my audience, or at least a fine representation of it.

So my mistake was leaving her out of this loop, something I will not be doing in future.

Quite simply we make a great team and we have a process which works. It is simple and productive.

So here is some advice, its not just from me but, from people who help start ups and small business all over the world. Build a good team, they will develop good practice and habits. When you face bad times it may well be those habits which see you through, it will certainly be that team which keeps your customers. And because the best practice is always the simplest one, its also the one which can change the fastest to suite your changing needs.

Collaboration has been and will continue to be the main theme of my posts for a while. So I am going to finish this post, then get my proof reader to collaborate with me and get it to public view. I suggest that you have a look at your working patterns and see if a little simple collaborative activity would not reap some big rewards.

Have fun out there.

Customer Relations or Contact Management

Customer first

Over my working life I have adopted a very customer focused outlook. This is in part because I know how I like to be treated as a customer but also because I have seen so many examples of the value of such a view. It goes without saying, to be in business you need customers. Yet communicating and collaborating with customers is something which so many companies large and small seem to get wrong. But others get it very right.

So I ask, do you have relations with your customers, or do you manage your contacts?

Working for a large multinational I was introduced to the idea of internal customers. Other people and departments within the company. This Idea has become a corner stone of my approach to customer relations. I don’t have contacts, I have Customers ( and friends). So everyone you talk to is a customer of your service. They may not be paying money but they pay something else. Return good service and referral.

Customer second

What this means is that every one you deal with could potentially be, or refer you to someone who could be, a customer; who then pays for your services and supplies you with an income. So the lady at the corner shop who says hello and asks you how your day is, when she knows what you do and that you are a nice person she will pass that on to another customer or family member who needs such a service.

Its networking but at a much more subtle level. All too often we think of networking as spending time with those we identify as most likely to pay for our service. Some times the five minute chat every day leads to better results than the regular 2 hour network session.

When ever you discuss your business or attend a meeting and talk to someone of interest record it. Especially if you gave or received a card.

Of course anyone who has received good customer service from you is more likely to pass that on to others and put you forward. But because of human nature people tend to moan about bad service quicker than good service. Which means you have to give good service all the time, and that means pressure, pressure not to forget, pressure to supply on time, pressure to anticipate and pressure to inform.

All of that requires recording information about your customers. Information which is current and accurate. It needs to be easily accessible and understandable by everyone who may need to use it. To achieve this means colaberating on the most fundamental component of your business, your Customers.

So value them all as customers not contacts.

Small Biz Collaberation

What is the most important thing a small business can collaborate about? Customers.

So why do many get this wrong? There are many reasons but the biggest is a lack of planning. Well not lack of planning as such, but lack of experience about planning. Lets face it a small business owner who is just starting out has so many things to think about. Staff, premises, equipment, phone lines, marketing material, etc thatit is easy put other things off until you have some customers. Then suddenly things start to go well and you have less and less time for admin. Then the new staff join and they are talking to your customers and writing things down on scraps of paper and in emails which no one else can find or read. Then they go sick and no one knows about the order or the problem.

From the outset every small business should employ some system for dealing with its customers and potential customers. Start the habit early and it becomes second nature. Not so many years ago companies had “customer complaints departments”. Some bright spark realized how bad this sounded and changed it to “customer relations department” Although a lot still only deal with customers when they complain. These departments had software written just for them, called customer relations management (CRM). But this was only for big companies who had lots of customers. While the software may have been the idea was not. Another bright spark realized that not all the people in a CRM are actual customers, some are just “prospects” potential customers or contacts.  So CRM also became “contact management”

And that is a good thing to start with. In its simplest form its an address book or file with notes. Moving up a step and lots of people use Outlook from Microsoft. Microsoft built CRM “capability” into Outlook and even released a version of Office 2000 for small business. However most small business owners did not want to go to the cost of a Windows server to get the full potential. Like wise they did not want to buy a separate CRM suite.

Then came the advent of “web 2.0″ and software as a service (SaaS) and the giant of CRM, Salesforce. Which is also a giant and so full of tools it can be totaly scary to someone who sells 200 units of widgets a month. But were one successful company leads other will be sure to follow, and also realise that there are people who do only sell 200 widgets and are happy selling 200 widgets.

What this means is that there are now small niche CRM and CM providers who create just what a small business needs. Without giving them a huge work flow.

So with that brief history lesson over and reminding us why we are here, I have a question.

Are you collaberating with and about your customers?

By the way there are no “potential customers” every single person you deal with is a customer of your service and your Brand. They may not buy your product but someone they mention it to might. I will come back to that.

If you are, well done. If not start now.

Start recording:

Contact details;

Size of company (if a company)

All correspondance;

All tasks;

When to talk to them again;

When is their birthday;

what clubs they like;

What they like about your service or product;

How much they bought;

Do they refer people to you, who, how many?;

Update on a regular basis.

You are now building a picture of your customers and its easier if everyone is involved, but also it is harder to miss that one opportunity to get a sale which starts a real earning customer relationship.

So back to what I said earlier. You have hundreds maybe thousands of potential customers, you just have not met or interacted with them yet. Once you do they are a customer, just maybe not a paying one. But part of the process of turning them into a paying customer is treating them like one and ensuring your staff do the same. The relationship you build before the sale can affect the size of the sale and whether there is a sale. But more, it creates a relationship which engenders return custom. Which has more value than new custom.

A bird in the hand is worth two in the bush.

So get talking and colaberate about the who, why, were, when how much of all your customers.

Collaberating, and the woes of not.

It strikes me as very odd that with web 2.0 web based collaboration tools in an abundance, so many organizations just don’t get the benefits of using a good collaboration tool instead of, or as an addition to their email system. I suppose you can create work flow with email, but it gets a bit unwieldy and takes up so much server space. Plus it is hard to relate to other files and sources. Sure a full Outlook/Exchange set up may give you that and you can develop work flow with windows server and Office.

But if you are a small business how can you justify the expense? And if you are a small business why are you emailing each other anyway? Foster a family feel, get up and talk to each other.

I am working on a project which really could have done with using a good collaboration tool from the outset. If one had been used then the work flow would have been in place and some of the things which have slipped through the cracks would not have. Information would have been kept and updated. A quick look at the overview would have shown the glaring omissions, something you don’t get with email.

People need different things from a collaboration tool, a freelancer may need one which does not interfere with the clients process too much. Somewhere he can forward emails to and create tasks for him to do for that client. Possibly a good CRM is better than a “project tool”. A larger project based firm may require the clients liaison person to interface with the tool they use. Because they have many clients and staff are working on different aspects of each clients project they need to track the work being done easily and show results, hence getting the client involved.

Things to look for in a web based tool, or a client/server one:

Audit and version capability;

Ease of use for clients, keep that learning curve down;

Adjustable work flow;

Status notification, who owns what, where and when;

Time tracking; My current tool of choice has great timing capability but I generally don’t use it as not all tasks are in front of the computer;

Customizable reports, it is good to show how much time you are spending on different things. You can highlight bottlenecks.

Ease of collaboration, does it have a chat feature? forum and document collaboration capability.

Can you communicate with your entire team from there, using email for external communications? if you can it will save you a bundle of time.

Over the next few weeks I am going to look at a few of my preferred solutions. Not so much a review as an overview and my personal opinion.

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