Need Help Working Remotely? Here Are 17 Best Practices

April 14, 2020 13 min read

Gaetano DiNardi

Gaetano DiNardi

Thanks to a boom in cloud technology, working remotely has never been easier and more possible.
Stats from our business communication report show that up to 38% of companies rely on team members who work remotely — and that was before all the coronavirus work-at-home initiatives kicked in.
Now, remote working will only grow in popularity as companies finally see the positives in this flexible work style. As surveys reveal, working remotely benefits both employees and employers alike.
So, we counted 17 remote work best practices every company should follow to benefit from virtual working environments.

17 Best practices for working remotely from home

1) Communicate as much as possible with team members

Whether you’re in-person or working remotely, communication is crucial to running your business.
Without strong communication channels, simple breakdowns can quickly spiral into costly mistakes, which no one wants.
Keeping your team in constant communication as a whole ensures that nothing falls through the cracks or gets missed.
Fortunately, technology makes this task one of the easiest to keep up with.
Project managers can keep in touch with staff no matter their time zone or zip code. Nextiva’s cloud phone system makes this easy! Video conferencing, voice, chat, task management—Nextiva has it all.

However, as you’ll learn next, it also pays to strike the right balance here.
Constantly checking in can actually make it harder to get the job done.
That’s why it’s essential to establish how often you’ll communicate and how you plan to connect.
Read more: Working Remotely? Here’s How to Empower Your Team With Nextiva

2) Check in regularly 

Regular check-ins are great for establishing routines and ensuring that everyone knows what to expect.
This gives people enough notice to prepare valuable insight ahead of time, so they’re not caught off guard and scrambling before the meeting.
It’s also an ideal way to get project updates before deadlines are missed, or obstacles snowball into huge hiccups.
To put this into practice, create a consistent check-in schedule for the work day, week, or project.
This could be starting your Mondays with an early morning meeting so everyone is on the same page with what takes priority for the week and what they should be working on.
A few days later, let’s say on Wednesday, you can do a mid-week check-in to give everyone a chance to present their updates. Are they running on schedule, or did an unforeseeable event sideline them?
By getting this information early on, you can prepare for it and tackle the issue before it delays your projects.
Finally, towards the end of the week, you can meet once again to see if everyone was able to accomplish what was set forth at the beginning of the week.
If it wasn’t, you can make the necessary adjustments before the project veers too far off schedule.

3) Find a good coffee shop or coworking space

Successful remote workers also establish stable working spaces, even if these change throughout the week.
So they may set up shop at a home office most of the time. But they might leave Fridays open, for example, to work from a coffee shop or the library.
Some remote team members also choose to find coworking spaces in their neighborhoods. At these shared offices, freelancers and remote employees pay a monthly or per-use premium for desk space, internet access, and other amenities.
These spaces provide the steadiness of having a place to “work” and a community atmosphere that makes remote jobs less isolating. People get to mingle and network with an influx of different people using the space, which may also keep creativity levels high.
For the most part, it doesn’t matter where you work as a remote team. What matters is that you’re able to post up in that space, concentrate, and get the work done.
And successful remote teams know how to do that.
Still, others find that the best place to work remotely is actually right in their own home.

4) Create a good work environment in your home

Coffee shops and co-working spaces are excellent places for working outside of the house. However, many remote workers find they’re loaded with distractions, most of which you can’t plan for.
So while they work well on occasion, it’s often better to carve out a permanent workspace in your home, one that you can optimize for productivity.
Even if you don’t have the room for a dedicated office space, you can still create a pleasant work environment that helps you become more productive.
For example, you can move your office to a quiet part of your house, preferably away from the kitchen or your main TV area. This may help you avoid temptations like all-day snacking and browsing the latest episodes.
On top of that, having a dedicated desk, as opposed to your kitchen table, allows you to keep your workspace free of clutter, so when you sit down to work, you can do so ASAP.
Try to position your office views so you can look out the window. This will give your eyes a much-needed break from your screen.
Lastly, if you find that your home office is on the loud side, you can invest in high-quality headphones to help drown out the noise — more on this later.

5) Keep normal work hours

Successful remote teams hold regular working hours, even if these are slightly adjusted to fit each person’s time zone.
For best results, try to have at least some of the work hours overlap with a majority of the team. This helps all parties involved easily stay within reach.
Rather than someone reaching out and waiting to hear back the next day, your team can get a hold of each other in real-time whenever possible.
Having a consistent schedule also ensures that everyone knows when they can reach each other. Everyone will know when someone is available and when they plan to be offline.
These steps are fantastic for ensuring there are no lags in communication and that everyone is available to get in touch. This simple step will save a lot of communication headaches.
When you establish regular remote business hours and add them to your remote work policy, it also helps your team set firm work-life boundaries.

6) Get as much face time with coworkers as possible

On top of having a consistent schedule, it’s also a good idea to weave in face-to-face communications as well.
This brings the human connection into remote work, and it also helps to put a face to the name, so to speak.
So instead of seeing coworkers as just a name and static image, they can actually get to know the real person behind the screen.
Doing this also makes the job feel less isolating, and more like everyone is part of a bigger team, which goes a long way when it comes to working remotely.
When you decide to do your daily or weekly check-ins, consider making them face-to-face virtual ones. Then watch as your team comes together as a whole and gets to know each other.
You may find that not all of your employees can do this every time, but it’s worth it even for the few times it does happen.
Read more: Telecommuting Technology: The Essential Toolkit for Remote Work

7) Get a fast home Wi-Fi internet connection

Having a reliable internet connection is definitely the first step when it comes to working remotely, but it isn’t the only one.
Speed should also be considered to ensure there aren’t any frustrating lags as you try to send large files or video chat with your team members.
There’s nothing more bothersome than having to wait for your remote workers to catch up. So having a fast WiFi connection ensures you don’t have to waste time waiting around.
This is another reason why many remote workers choose to work at home rather than at the coffee shop or co-working space. They can control the internet speed and don’t have to worry about ten other people hogging the bandwidth.
Have your team invest in a high-quality modem and an internet provider that allows for the fastest speeds possible. Then you won’t have to worry about internet delays dragging your business down.
Read more: What is Wi-Fi Calling & How Does It Affect Your Phone Calls?

8) Invest in a good pair of headphones

As mentioned at the end of the fourth working remotely best practice, headphones are an essential tool for remote workers.
Whether at home or in a busy cafe, headsets can make all the difference in how focused and productive you are during work.
Not only can they help your team zone into what they’re working on, but they’re also ideal for tuning out all of the noisy distractions surrounding them.
Headphones are also perfect for communicating on video chats since they make it much easier to hear what’s going on during the call.
However, one thing to note with headphones is that they work well for the person on the call, but they do not help tune out the background noise for everyone else.
For example, if your remote workers use them at a busy coffee shop, they may be able to drown out the background noise for themselves, but their mic will still pick it up for your team on the other end.
It’s important to let your team know this so they don’t unknowingly make the call louder and more distracting by holding it in a busy location.

9) Establish a solid morning routine

The best remote workers stick to a regular work schedule and follow a morning routine similar to what they use to follow when working in an office.
While they get to trade in the commute for a workout or time with the kids, they still make it a point to get up, get dressed, and start their days on-schedule.
They don’t waste their mornings in their pajamas browsing Google news stories or watching TV.
So encourage your team members to establish a solid morning routine, and you’ll find that their productivity goes way up.
Nudge your team members into spending their mornings on tasks that will help improve their day, such as working out, meditating, or journaling.
Doing these activities at the start of the day creates positive momentum that’s carried throughout. An early morning habit also ensures that these health-promoting activities aren’t pushed aside after a long and exhausting day.
You can also mention that the sooner they get their work done, the more personal time they can weave into their schedule.

10) Ensure you have clear roles and responsibilities

Typically with in-house team members, everyone knows — or at least should know — what to work on and who’s responsible for what.
This same advice should carry over to your remote team members as well. We’d argue that it’s even more important. Managing a virtual team isn’t hard when you have unambiguous roles and responsibilities.
That’s because this crucial step ensures that everyone knows what they’re responsible for, and they can be held accountable for it.
Without clear roles and responsibilities, items tend to slip through the cracks, and the answer as to why that happened is, “I didn’t realize that was my responsibility.”
Avoid getting to that point and dropping the ball by spelling out these roles and responsibilities in your weekly check-ins. You’ll have fewer surprises and missed tasks later on.
Be sure to encourage your team to ask questions at this point to clear up any confusion.

11) Be mindful of different time zones

working remotely best practices: time zones


In addition to setting regular hours, it’s also crucial that your team understands that everyone’s time zones may be different.
If someone is 12 hours ahead, for example, they could be sleeping when you send your message. And if you don’t pay close attention to this and bombard them with more than one message, you could unknowingly disturb them.
While you could set Do Not Disturb features, it’s smart to give your team an idea of everyone’s time differences and the schedule that they work.
This gives you a better chance of catching them while they’re working instead of sleeping.
It also helps to give you an advantage. If someone works ahead of your time zone, you can give them work earlier, and it will be done before you even check-in the next morning.
Having your team’s time zones and the schedule that they work handy and visible ensures that your team can work cohesively during regular work hours, whatever those look like.

12) Use video calls and collaboration tools

There are a few tools you can use to help your team stay in touch. Instead of only communicating through impersonal phone calls, you can switch to video conferencing where people can actually see each other.
The Nextiva app, for example, lets you:

  1. Make and receive calls
  2. Have a built-in directory of contacts
  3. Instant message and chat
  4. See team members’ statuses
  5. Create a virtual meeting room in an instant
  6. Set up audio and video conferencing
  7. Share and store files
  8. Manage tasks and calendars

Read more: Remote Office Phone Systems: Features, Costs, and Benefits

13) Make time for team bonding and rapport building

So far, we’ve talked a lot about how to get work done remotely, but that’s not the only thing that should be on your mind.
While it will make up the majority of your team’s time, it’s also a good idea to weave in some personal time where everyone can get to know each other.
This helps to foster a solid company culture, and it creates that team bonding experience that’s often hard to do when everyone works out of the office.
Spending just 5-10 minutes per day catching up is enough to build a bond and a team that lasts longer than most do in-person.
Try to hold short meetings (between 10-15 minutes long) where your teammates touch base with each other. Regularly schedule these face-to-face meetings so people can really get to know each other and discuss situations on a deeper level.
Maybe once a month or so, try to get the whole team together for a bonding experience — such as joining a virtual escape room. These allow everyone to tackle a non-work related activity — and have fun — as a group.

14) Be accountable and keep others accountable

In tip number 10, we talked about having clearly defined roles and responsibilities. Besides keeping everyone organized on their tasks, it also creates accountability.
So let’s talk about how to do that.
Using your project management software, make sure you “assign” tasks to each person so there are no gray areas as to who is working on what.
You should do this in two ways:

  1. Add that person to the task card
  2. Send them a direct message (usually @theirname) on the card via a comment

This gives people two ways to receive the update. It also helps to clearly delineate who is responsible for what.
On your end, make sure you upload everything your team needs to succeed on this card. This is how you’ll be held accountable to them.
So before you assign a task, double-check that you’ve given them all of the information they need to get started and succeed.
If you don’t have everything they need just yet, make sure you give them an exact date as to when they can expect it, so they’re not stuck in limbo. If you can’t get this information by that date, let them know ahead of time so it doesn’t continue to slow them down.

15) Ensure remote workers and team members feel included

Another challenge with working remotely is that it can be a bit harder to make sure everyone feels included.
While everyone’s busy working on separate tasks at their own work stations miles apart from each other, it’s up to you to foster team spirit.
Encouragement and praise make a world of difference here.
So when you’re checking-in, scan your virtual chats and your directory to make sure you’re touching base with everyone on an even rotation. Don’t forget to also dole out even amounts of praise and recognition.
Just start at the top of your directory and work your way down. This is a simple way to make your rounds and ensure you haven’t forgotten about your less active employees.
After a few weeks, this will become routine and second nature. You won’t have any trouble including everyone — just give it some time and use this plan to get there.

16) Mind your appearance on conference calls

As the headline suggests, you should always treat your video calls and conference calls like you would an in-person meeting.
Don’t show up to a video call with disheveled hair and Cheetos dust on your face. Toss that slouchy sweatshirt that could pass for pajamas, and put some effort into your appearance.
This sets the tone for the rest of your team. It shows you’re treating remote work as a real business, not an after-school side gig.
It’s also a good idea to set this as a policy for your business. This way, everyone adheres to this rule and maintains a professional appearance when on calls.
While you may not be seeing clients on these calls, it still sets a professional tone you want your team to abide by, regardless of whether they’re casually working from home.
But this all starts with you and means you should lead the charge.
You may also want to let your team know that the background of their video calls should be kept neat and tidy, otherwise it could pose as a distraction.
If there’s a stack of dirty laundry in the background that’s about to topple over, you may find your team stares more at that than listens. Keep your background just as professional and well-groomed as your appearance, and you’ll be in good shape.
It’s usually best to post up in front of a plain wall instead of a window with high traffic or another distracting background.
Your choice in attire depends greatly on your industry and role. For instance, if you’re a legal professional, you will want to check out the advice found in this comprehensive guide for lawyers to work remotely from Clio.

17) Follow a clear project management strategy

And finally, just like you would with running your business in-person, your remote team needs to be able to follow a clear plan when it comes to the projects they’re working on.
A disorganized mess is a surefire way for the ball to be dropped and frustrations to arise.
Instead of getting to that point, use those project management tools we talked about earlier and make sure everyone on your team knows how to use them.
Your team should be able to jump right into those and know what’s going on and what needs to be done.
If you’re implementing new software, spend time at your next check-in explaining this new procedure and how everyone can use it.
Then, make sure to follow up in another meeting to guarantee everyone still understands how to use the software properly.
This simple plan will go a long way for keeping your projects running smoothly. It can also lead to less stress on your team, your business, and yourself.
“”

ABOUT THE AUTHOR

Gaetano DiNardi

Gaetano DiNardi led demand generation at Nextiva and has a track record of success working with brands like Major League Baseball, Pipedrive, Sales Hacker, and Outreach.io. Outside of marketing, Gaetano is an accomplished music producer and songwriter. He’s worked with major artists like Fat Joe, Shaggy, and loves making music to stay turbocharged.

Posts from this author

Nextiva Helps United Way Raise $2.6M in Virtual Telethons

April 9, 2020 4 min read

Jeremy Boudinet

Jeremy Boudinet

The mission of Nextiva is to power human connection. One way we’ve done this is to partner with the United Way to bring people together for their communities. Using our proven VoIP platform, we’ve powered two phone banks on opposite sides of the country.
We helped the United Ways of Greater Los Angeles and the Greater Triangle in Raleigh-Durham, North Carolina run two virtual telethons using Nextiva’s remote office phone system.
Together, we raised nearly three million dollars for these communities to respond to the COVID-19 crisis.

Our Partnership with the United Way of Greater Los Angeles

United Way of Greater Los Angeles


More than 100 people volunteered their time on March 24 to help out with a virtual telethon to benefit United Way of Greater Los Angeles and the Los Angeles Food Bank Pandemic Relief Fund. Collectively, they aimed to help 16,000 people living in homeless encampments across the Southern California city.
The telethon raised upwards of $2 million. While not every dollar came in via phone, we were thrilled to donate our phone services for this special event.
“We have real concerns about what might happen if the [COVID-19] virus were to spread to that group, and we also thought about the people who lost their jobs, from waiters to street vendors,” said Dawie Hyman, Director of IT and Business Integration for United Way of Greater Los Angeles. “Recognizing that the most vulnerable people are under a tremendous burden, we decided to start this fund.”
The organization reached out to Account Manager Nigel Hobbs with three days to spare. Even with such a short timeline, his team sprang into action. Nextiva team members, including CMO Yaniv Masjedi, Implementation Manager Holly Byers, and Sr. Director of Inside Sales Blair Weiss, all knew they needed to get our technology into the hands of every volunteer. The plan was to deploy the Nextiva App to each person and start the onboarding process immediately.
“We were happy to help out with this telethon, and are so glad to have been able to step in on such short notice,” said Yaniv. “It really shows that when times are tough, we can all come together for the common good.”
The telethon took place on ABC7 KABC, and volunteers worked from home to take calls during the event. Thanks to our urgent response, we were able to get Dawie up to speed on the app, train volunteers, and confirm everything went well. What’s more, Nextiva’s team was on hand for the entire telethon to address any questions.
“You and your whole organization helped untold numbers of people whose faces you didn’t see, whose names you don’t know, and who are in desperate need,” said Dawie. “Your willingness to help was a key part in the success of the telethon, and we are very grateful for it.”

Our Partnership with the United Way of Greater Triangle

United Way of the Greater Triangle


After a successful telethon with the United Way of Los Angeles, another United Way chapter contacted us for an upcoming telethon.
This time, the request came from the leadership team from the United Way of Greater Triangle in Raleigh-Durham, North Carolina. The organization wanted the same fast turnaround for a virtual phone system volunteers could use for handling fundraising calls.
They were thrilled with the results.
In a Spiceworks post published by Sr. Systems Administrator Mike Rodgers, he explained the speed with which Nextiva built United Way’s phone system. “In about 72 hours, Nextiva created 50 users, input all the local phone numbers, created the routing rules – everything, including some quick training for our team. Their entire support staff was on board and were always available by phone and email.”
The United Way ran their telethon the week of March 30 and saw tremendous results.
The nonprofit raised over $655,000 to support the local community. Donations came from 186 callers, 194 online or text-to-give donors, 83 Facebook users, and 11 corporate partners.
Mike and his team were effusive in their praise for Nextiva to accomplish this feat. “Thank you from the bottom of our hearts [to the Nextiva team] for supporting United Way of the Greater Triangle’s telethon today. You and your platform – which is really great, by the way, talking about an awesome test run – helped us raise $655,280 for United Way’s Rapid Response Fund. That money will go back out into our community in the very near future to support residents struggling due to this global health crisis.”

Nextiva’s Mission During COVID-19

Nextiva is proud to partner with charitable organizations like the United Way. It is an honor and a privilege to see our cloud phone system put into action to support such worthwhile causes.
If you or someone you know needs help with working remotely, Nextiva is here to help. We are making it our mission to support every business we can during this challenging time.
Our entire team is working remotely using our platform. Get in touch with us if your business or non-profit needs to update its communication tools.
Related: Virtual Team Communication: Top Pitfalls & Best Practices

ABOUT THE AUTHOR

Jeremy Boudinet

Jeremy Boudinet was a senior brand manager at Nextiva, co-president at AA-ISP Phoenix, and a published writer for Time, Entrepreneur, Inc, The Daily Muse, and PopSugar. Today, he heads up growth for Ubiquitous, an influencer marketing agency. He has been giving the people what they want since '86. Connect with him to…

Posts from this author

Remote Teams: The Pros & Cons of a Virtual Workforce

March 27, 2020 13 min read

Jeremy Boudinet

Jeremy Boudinet

Remote teams are no longer a luxury. A virtual workforce is becoming the new normal, and adapting is essential if you want to hire the best people, build resilience, and grow your company.
Numbers confirm that remote teams are here to stay. Your future hires are expecting it. According to a survey conducted by Regus, nearly eight out of ten people would turn down a job that didn’t offer flexible working.
Businesses around the world are already moving to a remote office phone system, but there are more steps to scale your remote team.
But if you haven’t adapted to it yet, remote work is probably not just confusing, but intimidating. Perhaps you have questions such as:

  • How will our teams communicate? On which channels?
  • Will the work get done, and will we hit our goals?
  • How will we maintain close relationships with each other?

These are normal questions to think about. If this is uncharted territory for you, you’re in the right place. In this guide, we’ll walk you through the pros and cons of telework, as well as the strategies and tools to help you succeed as a remote team.

The Pros of Remote teams

Pros and Cons of Remote Teams


In the State of Remote Work Report, Owl Labs published the leading reasons why workers work remotely.

  • Better work-life balance (91%)
  • Increased productivity/better focus (79%)
  • Less stress (78%)
  • Avoiding a commute (78%)

These reasons are no surprise—let’s explore some of the main benefits of remote teams.

Reduce Company Expenses

If there’s one benefit of remote teams you can instantly measure and confirm, you’ll find it in your balance sheet.

Here are just some of the upfront savings:

  • Office space (rent, utilities, parking spaces, and more)
  • Relocation packages
  • On-site catering

There are some less obvious but equally significant financial advantages. For example, you’ll reduce the time to onboard new team members because their virtual “office” is immediately ready. As a result, they’ll be able to contribute to your productivity, bottom line, and return on investment sooner.

Ultimately, with remote teams, you can hire the right people at the right time without the fear of extra expenses you can’t handle

Save Time on Commuting

On average, employees commute for 27 minutes to work each way. Going remote gives them more than 4.5 hours back every week.
Instead of commuting, remote teams can spend this extra time on themselves and their family. They can replace worrying about traffic, bus schedules, and weather by doing what they need to to feel present and ready by the time they start working.

Experiment with Coworking

With fewer face-to-face interactions, remote teams often explore joining a coworking space. This option gives them access to other remote workers and creates a sense of routine and belonging.
Coworking spaces also offer benefits such as food and coffee, events, discounts for local businesses, and other members-only perks.
All of this is a considerable advantage for remote teams because they get to:

  • Collaborate with other remote teams, both inside and outside their field of expertise
  • Attend in-person training sessions
  • Participate in meetups and other community events

Even amid the coronavirus pandemic, many coworking spaces are operating virtually to support hard-working entrepreneurs.

Lower Employee Expenses

By staying home, each member of a remote team can save upwards of $100 (and in some cities, significantly more than that!).

Just some examples of savings a worker can experience by going remote:

  • Fuel
  • Vehicle maintenance
  • Parking fees
  • Auto insurance
  • Public transit
  • Fast food

Remote working also gives the flexibility to choose childcare or school options that are closer or more cost-friendly.

With a cloud phone system, employees don’t need to make business calls on their cell phones. Simply put, remote work saves everyone a little extra.

Increased Flexibility

Personal autonomy is a big one. According to research by Buffer, maintaining a flexible schedule is the most substantial benefit of remote teams.
Flexibility means your remote team members can adjust their schedules when necessary. Flex-hours empower staff to tend to urgent matters.

  • Family emergencies
  • Medical and other personal appointments
  • Travel

Many of these events require taking annual leave or sick days without remote work. With remote work, the important thing is no longer the number of hours you’ve clocked in but whether or not the work got done.
In other words, your remote employees can organize their life in a way that suits them—so make it possible for them. It doesn’t mean you have to forgo the office. It means you can give your employees the option to work in the office or work from home.

Supercharging Focus

As we mentioned earlier, increased productivity and better focus are among the leading reasons people decide to work remotely.
Many managers share a genuine concern about whether their team will get the work done. However, managers of remote employees that received additional training were 15% less likely to be as anxious about their team’s performance.
With the right communication guidelines in place (which we cover below), your team can switch off distractions to get the most critical work done faster.
Related: Top Pitfalls & Best Practices of Virtual Team Communication

Achieving Work-Life Balance

Work-life balance simply means separating work from the rest of your life; remote work can help your team achieve it.
Respondents of the Owl Labs study agree that the ability to work remotely would make them happier, able to manage work-life conflicts, and more loyal to their employer.
On top of that, full-time remote workers said they’re happy in their job 22% more than people who never work remotely—and happiness is linked with higher productivity, which makes this a win-win situation.
Despite these advancements, unplugging after work is remote workers’ biggest struggle, according to the Buffer study.
The good news is that there’s a simple but powerful strategy to reduce this. It’s called a shutdown ritual, coined by Cal Newport over a decade ago. It’s as simple as going through a predefined checklist to wrap up the day.
Helping your remote employees unplug will reduce their stress and make them see you care about their well-being.

The Cons of Remote Teams

Downsides of Working Remotely


The truth is that remote work is confusing and intimidating because so much about it is different than typical office-based work. If this is your first time working remotely, that feeling is more than expected.
Think about it this way: some of the most effective teams and fastest-growing, profitable companies are remote.
But their success doesn’t mean they haven’t experienced these downsides—so let’s talk about them.

Lack of Access

Personal communication becomes less natural and more of an effort without an office. When people are in the same room, it’s easier to work out an issue that comes up or chat about a creative idea.
In-person conversations make deciphering body language, tone of voice, and facial expressions easier. It’s something we do subconsciously. This can make ideas move faster, and achieving this with a distributed team is harder.
Luckily, this is a downside you can conquer with the right approach to check-ins, communication, and feedback, which we’ll cover in an upcoming section.

Onboarding Hurdles

New hires have immediate and complete access to their whole team in a physical workplace. They can quickly learn from them and slowly build relationships with each team member. It’s also easy to pick up on the communication styles and culture the team has developed.
In virtual teams, this can be a challenge. Onboarding your new hire may come with some hiccups while they get used to the tools and processes that are second nature to the rest of your team.
The solution is to make onboarding documentation easy to reference and answer as many potential questions as your new hire will have.
A best practice is to outline new-hire meetings with each of your team members. Doing so builds rapport unique to each team member and tribal knowledge of your company.

Lack of Routines

Offices are made up of routines. Most office spaces open at 9 a.m. and close at 5 p.m. There are also routines around scheduling and holding meetings, reviewing projects, and planning for upcoming weeks.
Distributed teams operate differently—sometimes because they can and often because they have to. Why? Talent exists across different time zones, and they maximize their performance at different intervals based on their habits.
Flexibility is the benefit, but the lack of standard routines is a downside. Open communication and setting expectations are key to avoiding surprises later.

Less Secure

Login details, financial statements, internal product information, and other sensitive information can become vulnerable in a remote environment.
Why? Because with an office usually comes a protected, well-built internal infrastructure and network. On the other hand, remote work can sometimes involve unsecured networks (think airport or coffee shop Wi-Fi) and expose information to risk.
Using secure connections and password manager tools (like 1Password or Bitwarden) can greatly improve this scenario.

Limited Team Building

Office-centric companies have the benefit of scheduling team activities regularly and in many ways. They can get the entire company to take a half-day for fun games and activities offsite or encourage volunteer work.
If a remote company wants to do the same, they have to be more intentional about it and plan further ahead. Although it probably can’t be as frequent, it’s still possible and highly recommended.
Operating your company entirely remotely can become your strategic advantage. Industry leaders like Zapier and Pagely are pioneers in building remote teams.
The money you saved by not renting an expensive office year-round will be well worth investing in company retreats!

The Need For Training

To stay ahead of the pack, regular training and upskilling your team is crucial. Office-based teams can dedicate their time to learning together. For example, they can:

  • Tap into an outside expert in the company
  • Attend third-party training workshops
  • Conduct internal learning days where they share discoveries
  • The remote version of this would be a live online workshop, but if your team reaps the benefit of flexible working, you may struggle to get everyone online at the same time for hours on end.
    As a company leader, it’s your job to equip your team with tools to grow their personal and professional skills. A small business phone system for your remote team could be the missing link to drive better performance and communication.

    Less Visibility

    Staying out of the loop is another disadvantage of remote teams. Without physical meetings, your remote team might feel they don’t have enough visibility into everything that’s going on.
    They also may feel that their work isn’t visible enough and potentially fear they won’t grow in their role because of it.
    Intentional project management is what will help with this. Establishing processes for remote teams is critical, which is what we’ll cover next.

    Best Practices for Remote Teams

    Best Practices and Top Processes for Remote Teams


    Great processes power every great workforce. They urge people to hit their goals, plan their weeks, and understand what each person should work on.
    In physical offices, these processes happen organically because they’re part of everyone’s habits. But for global teams, these procedures need to be well-defined and thoroughly documented.
    Crystal-clear processes help build up those same habits despite not having a team in the same office. It’s especially useful when hiring new team members as it enables them to get up to speed quicker.

    Check-Ins

    Regular and frequent check-ins have many benefits. They bring all of your team’s progress and needs to a central place. They make it easy to track the big-picture progress of the company.
    And most importantly, they reduce the need for status meetings, ultimately saving hours each week across the company.
    What does a check-in look like?
    A check-in is a short status report stored in a place like a project tracking tool or a running document. Check-ins can happen over a shared document, expressed over the phone, in a team meeting.
    How often should you check in with your team? Here are a few ideas:

  • Daily check-ins: What did you work on today?
  • Weekly check-ins: What will you work on this week? What was your biggest learning last week?
  • Monthly check-ins: What are your key milestones for this month?
  • Work with your team on developing daily and weekly check-ins (at minimum) that will encourage progress reporting. As a result, every team member will have a chance to catch up on everything happening in the company in their own time.

    Communication

    Emails, Slack messages, phone calls, video chats, text messages—with this many communication channels, it’s easy to lose track of information, changes, and decisions.
    Before you start creating them, keep in mind that remote work calls for asynchronous communication (i.e., not in real-time). If you want your team to be focused, happy, and in control, that’s a non-negotiable.
    To create your communication guidelines, answer these questions:

  • Which channels should be used for ad hoc conversations?
  • Which channels are best for regular meetings? (For example, weekly team meetings)
  • How does the business handle emergencies?
  • Which meetings would benefit most from video conferencing? (For example, more complex or sensitive discussions, as they’re more personal and allow for body language and facial cues)
  • Which types of written messages work better as instant messages, and which as emails?
  • What is the best meeting agenda structure (to ensure everyone comes to meetings prepared)?
  • Make sure to address any communication needs specific to your industry and products, too. Make these guidelines easy to read and scan, and always available to all team members.

    Feedback

    One-on-one meetings are a part of every great team. Remote teams are no different.
    As a team lead, you get a chance to check in with everyone and see if there’s anything they need extra support with. You get to give them kudos for any goals and milestones they’ve recently hit.
    It also gives you the space to share valuable, actionable feedback about the work each person has done since your last 1:1 meeting.
    Finally, you get to keep your team members engaged because they’ll know you care.
    The frequency will depend on your team’s size. Aim to make your 1:1 meetings weekly. Video calls are ideal for this.


    Related: Asynchronous Communication: How To Get More Done & Avoid Burnout

    Project Management

    Project management can be as simple or as elaborate to fit the nature of your company.
    If you don’t have any strong project management framework in place, we recommend you start simple.
    Managing projects isn’t always easy. Here are our top recommendations:

  • Define company goals and objectives for the next 1-2 years
  • Outline the key milestones and KPIs to support your goals.
  • Add projects with realistic deadlines, potentially following a SMART model.
  • Narrow down specific tasks and delegate them to your remote team.
  • Celebrate successes as your team achieves goals.
  • With these best practices in mind, you and the rest of the team will have the confidence to prioritize and crush your goals.

    Technology Adoption

    Every week, there seems to be a new tool to improve your workflow. While it’s tempting to always look for a better version of what you’re already using, don’t let it distract you from your work.
    Jumping from tool to tool will also make your processes hard to follow.
    Instead of doing that, analyze your tech tools about once per quarter. When that reminder comes, gather feedback from your team on the tools you’re currently using and evaluate some other options with similar features on the market.
    If you decide to adopt a new enterprise communications tool, ensure it isn’t just because of a lower cost. Ideally, it will also deliver greater efficiency and more satisfying user experiences.

    Top Tools for Remote Teams

    Working Remotely with Apps and Tools


    To empower your remote team, you need to give them the right tools.
    You also need to make sure it’s clear and easy to understand which tools should be used for each process.
    If you don’t, you might end up with three different tools for file sharing, two for video calls, and so on.
    Here are some of our top suggestions—they’ll make remote working a breeze!

    DocuSign

    DocuSign has revolutionized the way contracts are signed in our lifetime. You won’t find paperwork handling on anyone’s list of favorite tasks. But it needs to get done.
    When you’re working remotely, this can feel not only intimidating but tedious—printing, signing, scanning, and sending a PDF back is certainly not the best way for you to spend your time.
    Whether it’s onboarding a new hire or getting a new vendor, a tool like DocuSign makes this process a breeze. Creating a document takes minutes, and signing just a few seconds. You can get it done and move to much more important work.

    Google Workspace

    G Suite is our go-to recommendation not just for email but for building a collective brain of your remote company. In addition to its familiar email product, Google Docs is a staple of today’s modern businesses.
    They are also quite generous with a hefty Google Drive environment so that each team member can reach the one they need with a simple search.

    Loom

    Loom is every remote team’s dream. It’s like internal documentation or written how-tos on steroids.
    Why? Because you can use Loom to record your screen while you explain what you’re demonstrating. Onboarding videos, quick troubleshooting, and hands-on team support are just a few remote work use cases for Loom.

    Nextiva

    Nextiva lets your entire team work anywhere. Hosted in the cloud, the company’s phone and messaging services will provide the reliability and scale every company needs.
    Individual members of your team can make and receive calls from their smartphones or computer. Instead of their personal phone, it all happens through an official business phone number. When they have quick questions, the internal chat and collaboration tools are super convenient.

    Companies of all sizes can succeed at working remotely with Nextiva. We’re biased, but it’s true.

    Slack

    Slack has emerged as a popular team chat solution. It challenged the way businesses use written communication. And for many remote companies, it represents a virtual office.
    It’s where conversations happen, both work-related and casual ones.
    Just like with any other communication tool, be sure to define some guidelines with the best and most efficient ways to use Slack.

    Trello

    Trello will help you with your project management process. With its Kanban-style design, you can track pretty much any progress—what needs to get done, by when, who’s in charge, and what’s the priority.
    If you decide to have public Trello boards that are specific to teams and projects, you’ll create an extra layer of transparency and trust with your team.

    Workday

    Workday is an enterprise resource planning tool that will help you run your company from a payroll, finance, and human management perspective.
    With it, you can run financial reports to analyze your revenue and expenses, plan for future hiring, keep track of employee benefits, and much more. And because it’s cloud-based, you can access any data you need from any device or browser.

    Zoom

    Zoom has earned a reputation as one of the easiest video conference tools, especially in higher education.
    It will help you fuel many of the processes and best practices we’ve covered in this guide, including recurring meetings. One of its strengths is its cross-platform compatibility, including Linux so that everyone can stay connected.
    Related: Telecommuting Technology: The Essential Toolkit for Remote Work

    The Bottom Line for Remote Teams

    By now, you know that taking the remote work direction can pay off in many ways. A happy workforce and solid processes in place will result in lower expenses, better focus, clear goals, and an even clearer way to achieve them.
    You also know that having a productive and satisfied remote team doesn’t come easy. It comes as a result of the right processes, tools, and strong company culture.
    You might not have banter around the water cooler, but you can connect with peers through group chats and relaxed chit-chat at the end of the day.
    The best, most successful remote teams are built on cultures of trust and autonomy. As remote work becomes more pervasive, it will soon become the new normal for many more employers.
    Want to learn more about how to take your business communication to the next level? Check out the latest communication stats we recently published.

    ABOUT THE AUTHOR

    Jeremy Boudinet

    Jeremy Boudinet was a senior brand manager at Nextiva, co-president at AA-ISP Phoenix, and a published writer for Time, Entrepreneur, Inc, The Daily Muse, and PopSugar. Today, he heads up growth for Ubiquitous, an influencer marketing agency. He has been giving the people what they want since '86. Connect with him to…

    Posts from this author

    Telecommuting is on the rise. New technologies, global events, and the availability of coworking spaces have accelerated the growth in remote working. It is up to companies to adapt to this new model of working that is massively popular with employees and beneficial to the bottom line.

    We’ve been covering remote work in-depth here at Nextiva for some time. Our recently published Business Communication Report details emerging trends in how companies embrace telecommuting and set up their employees for success. As of its publication in 2020, more than 38% of companies had employees who work remotely. As businesses accelerate efforts to let their staff work from home, remote jobs will be on the rise.

    There’s good news associated with this trend.

    Telecommuting has a history of proven success for employers and employees alike. The American Psychological Association states, “When it’s done right, telework can improve employee productivity, creativity, and morale.” That means better revenue numbers, less employee turnover, and improved recruiting capabilities.

    For employees, the benefits of remote work include better flexibility and work-life balance, among other things.

    It goes without saying that when implementing a telecommuting policy, you can’t merely send your team home and hope for the best. To shift toward teleworking effectively, you need to have an essential toolkit of technology and the right soft skills in place. You can communicate, collaborate, and create from home at your team’s best capacity!

    Must-Have Telecommuting Technology Tools

    The technology to communicate with colleagues and clients is the foundation of telecommuting. Telecommuting technology encompasses how you share your work, manage your time, and move the business forward.

    There are so many technologies that can support telecommuting for your team it can be difficult to know the remote work tools that are out there and which ones are right for you. To help, we’ve curated the top technology solutions for work-at-home employees.

    Getting Started with Telecommuting

    The first thing you need to consider is communication while working remotely. How will your team stay in touch with each other when telecommuting? And how will they serve customers?

    Think about these technology needs first so you can set your employees up for success:

    • Broadband: With a high-speed internet connection, you can start telecommuting with your team. Rest assured that even residential broadband is sufficient for teleworking. According to the Pew Research Center, 73% of households in the United States connect to broadband internet. Internet access is even higher among those with smartphones.
    • Email: Even in a traditional work environment, email is the backbone of modern communication. However, when working remotely, email takes on even greater importance. While not as engaging as a real-time chat, it’s a trusted teleworking technology.
    • Phone: Phone calls have long been the cornerstone of the workplace. With smartphones, you and your staff can talk to each other anywhere. Apps make teleworking even more convenient and accessible.
    • Video Conferencing: Video conferencing is one of the best replacements for in-person meetings. In some ways, video conferences are even better than regular meetings. Robust video conferencing tools allow you not only to see and speak to each other but also to record meetings and share presentations.
    • Chats & Messaging: Not everything needs to be a call or email. Quick comments and questions are more productive in most cases. And sometimes you just need to share a cat picture fast. Use chats and messaging within your teams for real-time communication.
    Home broadband use

    Read more: 7 Benefits of Telecommuting That Says It’s Here to Stay

    Business Communication Tools

    Nextiva

    Nextiva provides a complete business communications solution that supports remote working for thousands of employers. Businesses from coast to coast rely on us for their company’s phone service, helpdesk software, sales CRM, and team messaging.

    Our distinct advantage is that we blend your phone, email, and CRM into one unified communications solution. Workers who telecommute enjoy Nextiva for its ability to stay connected with the office without being in the office.

    With a full suite of robust communications tools powered by VoIP phone systems, your company can reliably route calls to your team. Our cloud communications platform works well in any office space, coffee shop, or at home quite well.

    Additionally, Nextiva also offers decent video conferencing tools for remote teams. Your team can have high-definition 1:1 video calls along with easy screen sharing. You can return to business in just a few clicks and not fumble around with technology. As a virtual phone service for remote staff, it’s a dream come true for remote teams.

    Gmail or Office 365

    Email isn’t going away for practically all companies, but it is improving. A reliable email platform is a must-have to engage with customers and prospects. It’s a universal communication technology for exchanging messages.

    Moving your company to a cloud-based email platform like Microsoft Office 365 or Google G Suite doesn’t take much. At a practical level, just a few quick updates to your domain settings, and you can be up and running. These email services provide well-known email apps like Outlook and Gmail.

    Teleworkers must also manage calendars across different time zones, send and receive emails, and check them from mobile devices. Both email platforms provide reliable connectivity over Wi-Fi, LTE, and wired connections.

    Mixmax

    Mixmax is a suite of tools built to make Gmail better. This service’s goal is to boost productivity and sales for one-off emails. And that’s extra important when you work from home.

    Working from a remote location might make one feel somewhat distant from the office. Mixmax informs you of how people consume your emails and can be a great power tool to accelerate your workflow.

    Features like email tracking show open and click rates. Scheduling integrations mean clients can set meetings instantly from any desktop computer. Beyond revealing the recipient’s behavior, it helps you follow up at appropriate intervals.

    Collaboration & Project Management Tools

    Collaboration & project management tools

    According to Owl Labs, reduced employee productivity and focus topped managers’ concerns. How do you make up ground for the lack of in-person interactions? How do you make sure that everyone maintains their productivity?

    Even when you work from your home office, you still have to work as a team. Team collaboration is even more critical with full-time teleworking. Keep driving employee conversations and spark moments of creativity.

    Use project management tools to stay on track and avoid conflicts and even overwork. Instead of one person carrying the success of the team, split out sub-tasks, among other things, and more work can get done faster.

    This way, telecommuting becomes less dependent on live interaction but leverages the throughput of your entire team.

    Trello

    Trello is an incredible tool for maintaining status on various projects and tasks. Although it’s not quite as sophisticated as a full-fledged project management app, it’s a great first step for a business.

    Even at a personal level, working remotely on the side helps organize ideas.

    Regarding telecommuting technology, Trello has been fighting the good fight to keep the interface uncluttered and focused on organizing large sums of information. Once you move your tasks into Trello, you won’t look back.

    Asana

    Asana is a product management solution designed to help teams work together on projects. You can create a project, simplify it into tasks, assign them to team members, and track progress over time. The app provides many different views of a project, no matter how your teams like to work.

    For remote teams, Asana ensures everyone knows what they’re working on–and what everyone else is working on. For an enterprise, the flurry of activity could be overwhelming at first sight. Nevertheless, the firehose of productivity is a welcome sight for a business owner.

    To keep things on track, Asana also provides reports and analytics. Its mobile app helps telecommuting staff stay well-connected to projects and conversations.

    Slack

    Slack is a collaboration hub for teams. It’s a virtual workplace focused on making communication easier. It functions as a backchannel for your company’s day-to-day interactions.

    You can organize conversations into channels where workers can chat and share ideas.

    Additionally, Slack offers novel ways to interact, such as with emojis and GIFs for a more casual conversation. All conversations are searchable. This approach eliminates the need to find “that one email.”

    Slack is easily accessible on every browser and smartphone. Optionally, you can add on a variety of integrations to expand the platform’s reach and functionality.

    Security & Access Tools

    Security and access tools

    The number one concern information technology (IT) leaders share regarding telecommuting is data security. Not only because it’s a good idea, but they must enact additional measures to protect customer data. Protecting business data is more challenging when employees are not in the office—but it’s not impossible.

    Any telecommuting plan must include additional safeguards to protect employees and customers. You must be vigilant whether your team works in the office or at home. Secure your connection, implement multi-factor authentication, and practice good data hygiene, and you will be ready to work remotely.

    It should shock you that Okta’s research shows that most employees do not store passwords in a password manager. This finding means passwords are likely floating around in other documents.

    Any company looking to scale its remote options should consider these tools and support telecommuting policies to empower (and protect) employees while working remotely.

    Okta

    Okta is an identity management service. You can link your apps, devices, and logins together on their cloud-based system. Security is everyone’s responsibility, not only IT.

    The online security service works over any personal computer or smartphone. It provides real-time authentication through a code sent to your cell phone whenever you sign in to web-based apps. Additionally, companies can adjust their expiration for enhanced security.

    Okta empowers companies to extend internal tools to remote workers who can access anything they need risking security. They can do it without complicated login and authentication procedures.

    1Password

    If you’re looking for a simple tool to safeguard passwords, 1Password might be just the thing. Besides encrypting stored passwords, 1Password lets employers securely share them with team members.

    Remote workers can have easy access to whatever they need without risking security breaches. And managers can easily track how workers are using the product. Additional security features in a password manager can generate passwords, access them on your cell phone, and monitor for breaches. Human resources leaders also appreciate features to grant and revoke access as needed.

    A cloud-based password manager is a simple solution to get your team telecommuting securely. Even for personal use, 1Password is a great way to organize passwords.

    NordVPN Teams

    As your employees operate from the comfort of their home office, the network becomes “untrusted.” To address this increased risk, many employers use a Virtual Private Network (VPN) to secure their network connections.

    NordVPN Teams is a prominent VPN solution now available for business users. Large organizations and enterprises might use a more robust, centrally managed VPN, but NordVPN Teams is plenty sufficient for many small businesses.

    Its solution secures a telecommuter’s connection whether they connect over Wi-Fi or Ethernet. The company’s technologies provide many useful features to limit security threats and maintain your business continuity.

    Related: Business Communication Tools: Top Solutions for Team Success

    Telecommuting Best Practices

    Not all remote tools and apps are created equal, and the wrong choice can prevent work from being done when telecommuting.

    Here are a few best practices when choosing the right telecommuting solutions:

    • Tools should work across all devices in all locations. If they only work in your office, forget them. Mobility is the name of the game. SaaS apps in the cloud are generally accessible to anyone with an internet connection.
    • Aim to improve internal and external communication. For example, internal communications include tools to help you hold meetings and one-on-ones with your staff. External business communications include a platform for supporting account management, sales meetings, and support calls.
    • Choose tools that are easy to use. Don’t be dazzled by bells and whistles. For instance, are social media integrations required? Focus on how your company functions and how you intend to operate a telecommuting team. Ease of use is a primary reason certain business apps succeed in the workplace.
    What's the biggest benefit you see to working remotely

    Never lose sight of your business goals. A distributed workforce unlocks even greater access to talent than you could find locally. While there are cost savings, you’ll soon find that remote workers can thrive when given the right tools.

    Communications tools ensure that work gets done. Collaboration and project management tools keep teams connected and highly productive. Security and access tools keep everyone and their data safe.

    Buffer’s State of Remote Report indicates that flexibility and autonomy are among the benefits of working remotely. It’s time to leverage technology as part of your business plan. Remote work jobs tend to offer substantial benefits to employees and employers alike.

    Lastly, FlexJobs cites credible research that telecommuting saves on greenhouse gases and improves environmental air quality. After all, if employees don’t drive to work, fewer tailpipe emissions go into the air. The global impact is even higher for businesses that don’t operate a traditional office and expand with more telecommuting jobs.

    Ultimately, telecommuting helps employees balance their work-life balance, increase performance, and become more engaged with their teams.

    ABOUT THE AUTHOR

    Jeremy Boudinet

    Jeremy Boudinet was a senior brand manager at Nextiva, co-president at AA-ISP Phoenix, and a published writer for Time, Entrepreneur, Inc, The Daily Muse, and PopSugar. Today, he heads up growth for Ubiquitous, an influencer marketing agency. He has been giving the people what they want since '86. Connect with him to…

    Posts from this author

    As the company rated the best business phone service by U.S. News, and after 12 years of serving businesses all over the country, we’re getting a ton of calls asking for guidance on how to enable employees to work from home and keep remote teams connected.
    The solution is actually quite easy and works well for any size or type of business. We call it the Nextiva App, and it helps a remote workforce call, video conference, chat, and share from anywhere, using just their computer or mobile phone.
    You don’t need to be in your physical office to stay productive, and you and your coworkers can continue to communicate, collaborate, and serve customers as if you were working side-by-side.

    Key features of the Nextiva App

    Using the app is like having your office in the palm of your hand. Its features are simple to use and provide everything your remote team needs to communicate and collaborate while working from home.

    • Making and receiving calls
      With the app, you can make and receive calls from any computer or mobile phone, using your business or work number. You can even still use extensions for calling others in your organization. This means you can continue to communicate with your customers, partners, and coworkers, the exact same way you would from the office.
    • Directory, contacts, and favorites
      A directory of all users at your organization is built-in, so you can quickly search and click to call or chat with someone. You can also create a list of people you contact often, both within and outside of your organization, so you don’t need to manually type their number or search the directory each time.
    • Instant messaging and chat
      An embedded instant messaging and chat feature lets you connect easily with team members for conversations that don’t warrant a phone call or email, or when you’re on with a customer and need an answer to a question quickly. And it eliminates the need and budget for a separate chat tool.
    • Team presence
      Team presence lets you quickly see when another person is busy, on a call, or available, reducing conflict and allowing for better overall corporate communication efficiency. You may not want to disturb your employees or coworkers if they’re busy or on a call, so this feature gives you an easy way to see their availability status.
    • Desktop sharing in your “Room”
      Every user gets a virtual room, where you can invite others (both within and outside your organization) to share your screen during a 1-on-1 call or group conference. When you’re not in the same physical room, it’s even more important to make sure everyone is on the same page. The app makes it easy for a group of people to view and discuss the same information at the same time.
    • Video calling and conferencing
      Just because you’re not in the same room doesn’t mean you can’t be face-to-face. HD video communication is an excellent way to feel connected to your team members when you’re not in the office.
    Empower your remote team with a VoIP phone system.
    Cloud-based. Easy to use. 99.999% Uptime.

    Getting started with the Nextiva App

    Once you have the app, setting it up is super easy.

    1. Download the app

    You can download the app for your computer and smartphone.

    2. Log in

    You can log into your Nextiva App with the same username and password you use for the online voice portal or NextOS. If you forgot your password, you can reset it.

    3. Get these two-page reference guides

    If you’re using the desktop app:
    These quick reference guides explain how to use all the key features and more for Mac and Windows.

    If you’re using the mobile app:
    These quick reference guides explain how to use all the telecommuting features and more for iOS and Android.

    4. Watch this three-minute video

    Nextiva App for iPhone

    Nextiva App for Android

    If you want to talk about how your business can start using the Nextiva App, click here.
    Related: Remote Office Phone Systems: Features, Costs, and Benefits

    ABOUT THE AUTHOR

    Gaetano DiNardi

    Gaetano DiNardi led demand generation at Nextiva and has a track record of success working with brands like Major League Baseball, Pipedrive, Sales Hacker, and Outreach.io. Outside of marketing, Gaetano is an accomplished music producer and songwriter. He’s worked with major artists like Fat Joe, Shaggy, and loves making music to stay turbocharged.

    Posts from this author

    Nextiva has been awarded three 2020 Stevie Awards (including the coveted Gold Stevie Award) recognizing our team’s amazing track record of customer service.
    The awards include:

    • Gold Stevie Award: Customer Service Department of the Year – Telecommunications
    • Silver Stevie Award: Nextiva Updates NextOS – A Leading Collaboration Tool
    • Bronze Stevie Award: Award for Innovation in Customer Service – Telecommunications Industries
    Group Photo of the Nextiva Team at an All-Hands Meeting

    We’ve created incredible innovation within our company over our last 12 years in business, both in the products we create–all designed to power human connections–and in our dedication to Amazing Service.
    We’ve evolved as a company, year after year, as a result of our team’s innovative thinking.

    Related: The Top Four Reasons Why Businesses Choose Nextiva
    Our team has grown in those years from less than 10 people in a small office to now more than 1,000 team members worldwide. Just last month, we announced construction on a new Scottsdale HQ that will encompass more than 100,000 square feet.
    Our accolades follow five consecutive years of award recognition from The Stevie Awards. Founded in 2002, The Stevie Awards were designed to identify significant achievements in business. Judging was conducted by more than 180 professionals worldwide; their average scores determined the finalists.
    Here are a few snippets from our award applications that we are most proud of:

    Gold Winner: Customer Service Department of the Year – Telecommunications

    Our customer service department is tireless. To support our Amazing Service promise, 95 percent of sales calls are answered by the second ring. What’s more: we have little to no hold times during calls.
    We live by a ‘whatever it takes’ mentality when it comes to serving our customers. Following every interaction, we send satisfaction surveys. Our team members review these surveys on a daily basis to find new ways they can improve.

    Silver Winner: Nextiva Updates NextOS – A Leading Collaboration Tool

    A win in this category reflects the hard work our team has done on NextOS, our customer relationship management solution. We unveiled NextOS in 2018 to wide acclaim.
    We’re gearing up to release another major update soon that will complement our November 2019 version, both based on our co-founder and CEO Tomas Gorny’s view that, “You will go out of business unless you know, understand, and remember your customers.”

    Bronze Winner: Award for Innovation in Customer Service – Telecommunications Industries

    Group Photo of Team Nextiva in Late 2019

    The Stevies awarded us bronze for our continued dedication to innovation in customer service, especially within the telecommunications industry. For this entry, we went back to our early days when Tomas founded Nextiva with the mission of simplifying business communications across the world. He was determined to do away with lengthy call wait times, rude responses, and forgotten follow-ups.
    Instead, he made it his mission to redefine customer service. Today, Nextiva’s dedication to Amazing Service is evident in every customer touchpoint, from personalized system walk-throughs for new customers to instant troubleshooting for any issue that arises.

    We are thrilled to have been recognized by The Stevie Awards for a fifth consecutive year. Huge thanks to our hardworking team members who made this possible.
    Related: Nextiva Named Best Business Phone Service of 2021

    ABOUT THE AUTHOR

    Gaetano DiNardi

    Gaetano DiNardi led demand generation at Nextiva and has a track record of success working with brands like Major League Baseball, Pipedrive, Sales Hacker, and Outreach.io. Outside of marketing, Gaetano is an accomplished music producer and songwriter. He’s worked with major artists like Fat Joe, Shaggy, and loves making music to stay turbocharged.

    Posts from this author

    Avoid These 13 Common Phone Scams (+How to Fight Back)

    March 12, 2020 12 min read

    Gaetano DiNardi

    Gaetano DiNardi

    Last year, over 821,000 Americans were scammed over the phone resulting in a loss of $1.3 billion. Not only are common phone scams on the rise, but they’re also at an all-time high.
    This guide will share the top phone scams and how you can fight back.
    Fraud, Scam, and Theft Reports (2000-2020) - FTC Source: FTC
    Millions of business owners and entrepreneurs serve customers using innovative, cloud-based phone systems every day. However, criminals can use this technology against everyday consumers and businesses.
    These phone scams go well beyond annoying robocalls. Out of all the reported scams with monetary losses, 74% of victims were contacted using the phone.
    Ready to jump right in? Here’s the list of scams:

    1. IRS Scams
    2. Grandparent Scams
    3. Fake Charity Scams
    4. Fake Customer Service “Help”
    5. Bank Scams
    6. Medicare & Insurance Scams
    7. Travel Scams
    8. Free Gift Scams
    9. Lottery & Sweepstakes Scams
    10. Fake Customer Scams
    11. Craigslist Verification Scams
    12. COVID-19/Coronavirus Scams
    13. Government Stimulus Check Scams

    What is a Phone Scam?

    Fraud Reports by Year Tracked by the FTC

    A phone scam is a fraudulent phone call that uses deception to take advantage of a person. Typically, a phone scam enlists the victim in sending money or prepaid gift cards to the scammer.
    There are so many different kinds of phone scams out there, and it can be hard to track all of them. However, they generally operate on these principles.

    These are tell-tale signs that you might be dealing with a scam:

    • Urgent: A scammer wants you to act right now, so you can’t find out they’re lying to you.
    • Untraceable Payments: They want you to pay them using wire transfers, prepaid cards, or other gift cards.
    • Requests for Personal Information: They might have limited information about you but want to confirm it over the phone, such as your name, social security number, and bank accounts. This is known as phishing.
    • Unsolicited Help or Free Gifts: They offer to help you didn’t ask for or free gifts you didn’t sign up for.
    • Aggressive Behavior: The scammer may become aggressive, subjecting you to threats of being arrested or sued.

    Newly released data from the Federal Trade Commission (FTC) shows that the number of victims and financial losses increased across the board. Most of these scams are classified as an imposter scam.
    What’s an imposter scam?

    Imposter Scam:
    “Someone pretends to be a trusted person to get consumers to send money or give personal information. Examples include scammers claiming to work for or be affiliated with a government agency; scammers posing as a friend or relative with an emergency need for money; scammers posing as a romantic interest; scammers claiming to be a computer technician offering technical support; and scammers claiming to be affiliated with a private entity (e.g., a charity or company).”

    Chart: Fraud Victims by Age and Dollar Loss - FTC

    Largely senior citizens are the most targeted, but we’ve found that all ages and demographics are vulnerable to being scammed over the phone. Last year, 47% of all reported fraud incidents were among people younger than 50 years old.

    Related: What Is STIR/SHAKEN & How Does It Help Businesses?

    Protect Yourself From These Top Phone Scams

    1. IRS Tax Scams

    Perhaps the most dangerous of phone scams, IRS scams pick up before tax time. That’s when Americans are most vulnerable as they worry about their taxes.
    Typical IRS scams involve the scammer contacting a taxpayer about a problem with their taxes. The most common scams say the victim owes back taxes that must be paid immediately. They’ll threaten further penalties or even jail.
    The biggest tool a scammer uses in a common phone scam is fear. Never give in to a scary-sounding situation. It’s all fake.
    In order to solve the problem, the taxpayer must make a payment immediately, often by wire transfer or another untraceable method. The taxpayer feels understandably worried.
    IRS scams often use spoofing technology to fool you. Calls look like they’re coming from “credible” area codes or have misleading names on the caller ID.

    A common form of tax fraud can happen when someone uses your social security number to report their income. It works when someone falsely provides an employer with your SSN. What could happen? You could be flagged for underreporting — even though you had no idea it happened — and you’ll need to clear your name with the IRS. You would have received official correspondence via the U.S. Postal Service if this happened to you.

    Con artists may also use this common phone scam to gain credibility by knowing personal details about you, such as all or part of your social security number. They will have done their homework.
    The easiest way to avoid an IRS phone scam is to remember that the IRS will contact you via mail. You can also call the IRS yourself to confirm any story.

    2. Grandparent Scams

    Grandparent scams are particularly cruel. They prey on well-meaning people and take advantage of their love for their grandchildren.
    Here’s how they work. The scam artist contacts the grandparent and tells them their grandchild is in trouble and needs their help urgently. Some con artists even pretend to be the grandchild themselves.
    Common scenarios include things like being in jail or being in an accident. But whatever the case, the child needs money, and they need it fast.
    Often, the caller has personal information, which makes their claims credible. It’s easy enough to find information on social media. People routinely announce where they live and where they’re headed on vacation.
    Some criminals will go even further to research and find targets. Other times the callers are simply making random calls, hoping to find a mark.
    AARP warns seniors to beware of any calls from family members asking for money. Always take time to verify the information with other family members before sending any money.
    And just because you aren’t a grandparent doesn’t mean you aren’t at risk for this type of phone scam. Fraudsters can target anyone in this way.

    3. Fake Charity Scams

    Charitable outpourings in the wake of natural disasters are heartwarming. But phone scammers are standing by, waiting to take advantage of your generosity and kindness.
    Fake charity scams call people asking for money on behalf of a good cause or in response to a national disaster. The situation provides built-in urgency. You have to act fast. They might even claim they are from the Red Cross thanking you for your recent donation.
    But the donations don’t actually go to charity. Instead, the criminals make off with the cash. This type of scam is terrible because fraudsters take your money, and the people who truly need help never get it.
    To protect yourself, always research any organization you’re considering working with. True organizations will be happy to provide you with information and set your mind at ease. If they’re reluctant to do so, that’s a red flag. Hang up and report them.
    Always be suspicious of anyone calling you to ask for money for a “good” cause. Although there are plenty of reputable organizations, there are also plenty of dishonest people out there looking to take advantage.

    4. Fake Customer Service “Help”

    Fake customer service scams contact victims and offer various types of help and tech support.
    The scammer often claims to be calling from a large, reputable tech company such as Microsoft or Apple. Then they alert you to a problem on your computer or with your accounts. Scammers might even purchase Google Ads to have you call their phone number instead.
    Once you’re worried sick, they’ll offer to help you solve the problem. They may claim to need your password in order to help. You should never give your password to anyone. Even someone you trust.
    Other scammers request remote access to your computer. Then they install a virus or malware. Finally, they’ll offer you a solution you have to pay for.
    Not only do they steal your money, but now your computer really does have a problem. The virus they plant can corrupt your data, and you may end up paying much more to restore it.
    The calls may even seem to come from a legitimate outbound call center. Microsoft states that its technical support representatives will never initiate contact with a user. Avoid this common phone scam by contacting the manufacturer directly and getting their official phone number by visiting their website.

    5. Bank Scams

    We’re all vulnerable when it comes to money. That means anyone with a bank account, credit card, or debit card is at risk for bank scams.
    The con artist contacts the victim claiming to be calling from the victim’s bank about a problem with their account. Bank scams may even initiate contact via cell phone with a text message, alerting you to suspicious activity on your account.
    Because credit card fraud is rampant, most people want to take care of it quickly. And many banks do send text alerts about account activity. This makes consumers especially vulnerable.
    But they aren’t trying to help you. It’s a phishing scam. Once they have you on the phone, they’ll ask you to provide personal account information or credit card numbers.
    To avoid being scammed, never divulge personal information to anyone. Your real bank will already know your credit card information and account numbers. And they never need your password or PIN.
    Fact: According to Aura, a top identity theft protection service, 1.9K data breaches in 2020 exposed over 37 billion records.

    6. Medicare & Insurance Scams

    Medicare and insurance scams also prey on the most vulnerable. Scammers target seniors and sick people, often with serious results.
    Fraudsters contact people with a variety of Medicare & insurance scams. They may offer to enroll you online. This is especially common during rollout or open enrollment periods.
    Another common scam is asking if you’ve received your new card or if you’d like them to activate it. Or they say there’s a problem with your card. When this is the case, they’ll often use scare tactics such as saying you may lose your benefits if you don’t act now.
    No matter what scenario they use, this scam aims to get personal medical and financial information or scam you into paying for services you don’t need or don’t exist.
    Medicare.gov cautions people to guard their Medicare number like a credit card number. They won’t contact you for your number or try to sell you something.

    7. Travel Scams

    Travel scammers contact people and offer free vacations and other travel-related deals and prizes. Often the deals are limited time and too good to pass up.
    Sometimes the deals they’re offering don’t exist at all. And other times, the deals aren’t what they claim to be. For example, you may pay for the right to book a trip, but that trip is already full.
    Or you get a free trip but have to listen to a high-pressure timeshare sales pitch. These are particularly dangerous because it puts you at risk of buying a timeshare.
    Timeshares last forever and are difficult to cancel once you buy one. And they can cost thousands and thousands of dollars. In fact, people often find themselves paying thousands of dollars just to get rid of their timeshare!
    The easiest way to not fall for a travel scam is always to say no. Even if that means passing up a seemingly amazing deal. If it sounds too good to be true, it probably is.
    However, if you are truly interested in a deal, ask for details in writing. Scammers are unlikely to provide it, or if they do, the scam will be revealed.

    8. Free Gift Scams

    Travel scams are part of a larger classification of free gift scams. There’s a whole universe of free gift scams out there, and they’re all bad news.
    Of course, there are many legitimate freebies in exchange for your email address or in addition to a purchase you make. Those are not scams, so long as you are presented with the terms and conditions and it’s a fair exchange of value for your information.
    But free gift scams aren’t just after your email address. They don’t want to send you a newsletter. They want you to pay for something without value or give up dangerous personal information.
    For example, in order to get your free gift, you may have to give them your card number or home address. Or they may ask you to pay a small tax or fee (e.g., shipping and handling) to receive your item. And you’ll be lucky if that small fee is all they charge you.
    Free gift scams often offer high-value items to convince you to go against your better judgment and give them your information. But remember, if you’re not paying for it, you’re the product.

    9. Lottery & Sweepstakes Scams

    You may already be a winner. But when you’re the victim of a lottery scam, the only winner is the scammer.
    Lottery and sweepstakes scams are nothing new. It’s the oldest scam in the book. Scammers contact you saying you’ve won a prize. And then they ask you for personal information or other payments in order to claim this amazing prize.
    Surprise! There’s no prize waiting for you.
    It’s easy to see why people fall for these scams. Who doesn’t fantasize about winning big? And that’s what these criminals are counting on.
    One common scheme claims to be calling from foreign lotteries. They either offer you a chance to buy tickets or say you’ve already won.
    Once you’re interested, they may ask you to pay a small fee or tax to claim your prize. They’ll try to get you to reveal personal information in the process. And then they can use that information to steal even more from you.
    These super common phone scams are illegal but often originate from outside of the U.S. This makes it harder for law enforcement to find and bring them to justice.
    The FTC says people lose around $120 million yearly on these and similar scams. Do yourself a favor and steer clear.

    10. Fake Customer Scams

    While many phone scams focus on individuals, businesses are also at risk. Some phone scams target businesses, seeking to exploit their desire to provide excellent service by pretending to be paying customers.
    Of course, the scammers aren’t customers, and they never intend to pay. They commonly claim to be in trouble and ask for money or compensation.
    Make sure to verify the customer’s identity before you pay them. If you haven’t interacted with them in a while, consider hanging up and calling the customer directly to confirm their request.

    11. Craigslist Verification Scam

    This scam is much different than you think, so keep reading. This isn’t the most common phone scam, but it’s more dangerous.
    The new Craigslist scam is intended to take over your email accounts using verification codes sent to your phone.
    How the scam works is when you respond to an ad, probably for a product that has an exceptionally good price that you have to have. Maybe a brand Samsung phone for $100. When you initiate contact with the anonymous seller, you probably send them an email or a text message.
    Instead of interacting with a legitimate seller, the scammer immediately tries to break into your email account, most commonly Google. They will claim that they need to verify your email by typing in a code. Surely, your phone gets notified of your account verification code (which was legitimate), but instead of using it for yourself, you send that to the scammer.
    Seconds later, the scammer takes over your email account. They can download your emails in minutes and begin compromising your other accounts with your bank, social media, and everything else. They might even sign in and do nefarious things after you go to bed. Yikes!

    12. Coronavirus (COVID-19) Scams (New!)

    Even more insidious are the scams preying on the coronavirus pandemic that has taken the world by storm. With no clear path to recovery and empty store shelves, predators are capitalizing this moment. Unsolicited phone calls target people with false promises of cures, test kits, or special serums assuring immunity.
    It’s too easy to get lured with a text message, email, Tweet, or phone call. Follow the advice your local public health department and the Center for Disease Control (CDC) posted.
    Be alert and check with the FTC for an updated list of financial relief scams.

    13. Government Stimulus Check Scams (New!)

    Along with the coronavirus pandemic, many Americans share economic anxiety. Many are eager to receive stimulus checks from the U.S. government for their household. What’s not known yet is precisely how the funds will arrive.
    Scammers are already on the prowl with fake text messages and robocalls inviting you to “claim” your government benefits or to expedite the checks.
    The Federal Trade Commission offers these straightforward tips to combat this common scam:

    1. The government will not ask you to pay anything upfront to get this money. No fees. No charges. No nothing.
    2. The government will not call to ask for your Social Security number, bank account, or credit card number. Anyone who does is a scammer.
    3. These reports of checks aren’t yet a reality. Anyone who tells you they can get you the money now is a scammer.

    For official information, go right to the source—not secondhand sources. Follow the updates published by the U.S. Department of Treasury. Until then, block anyone who claims to provide you with a check or a direct deposit into your bank account.
    If you received a fraudulent offer in your email or over social media, officials recommend that you report it to the FBI’s Internet Crime Complaint Center.

    How to Fight Back Against Phone Scams

    With so many phone scams out there, you have to watch out. Smart consumers arm themselves with knowledge and stay vigilant.
    Here are helpful tips to fight back against common phone scams.

    1. Document your interactions. If you get a call, write down their name or facts about the call.
    2. Google the caller’s phone number. Unfortunately, phone numbers are often spoofed, but sometimes the results on Google come in handy, especially if others complain.
    3. Activate Scam Blocking/Filtering on your cell phone plan. This feature will significantly reduce the number of robocalls you receive.
    4. Restrict anonymous callers from calling your business phone system. Tools like anonymous call rejection will thwart many unknown or otherwise “private” callers from targeting your employees.
    5. Add yourself to the Do Not Call Registry. This will have a limited effect against scams since most calls originate outside the U.S., but telemarketing companies must honor this opt-out request.
    6. Report a scam if you’re a victim. If you’ve been the victim of a phone scam, you can report it to the FTC. This will help the agency and other law enforcement professionals identify trends and patterns in the industry.

    The best offense against a scammer is knowledge and vigilance. Help others out by sharing this article on social media or emailing it to them so they know how to stay safe from scams over the phone.
     

    ABOUT THE AUTHOR

    Gaetano DiNardi

    Gaetano DiNardi led demand generation at Nextiva and has a track record of success working with brands like Major League Baseball, Pipedrive, Sales Hacker, and Outreach.io. Outside of marketing, Gaetano is an accomplished music producer and songwriter. He’s worked with major artists like Fat Joe, Shaggy, and loves making music to stay turbocharged.

    Posts from this author

    Nextiva released its State of Business Communication Report; the results are staggering.
    Among them are statistics on how businesses of all sizes are increasingly moving communications to the cloud, how communication tools are proliferating faster, how workplace behaviors have changed wildly, and how businesses are losing money due to inefficient communications practices.
    The report was a collaboration between our team at Nextiva; Poly, a global communications company; and AA-ISP, a global community dedicated to advancing the profession of inside and digital sales.
    Our process with this industry-wide survey was comprehensive. We wanted to make sure to get the best possible information about how businesses communicate, their feelings about the widespread migration from the legacy phone providers of the past to modern cloud phone systems, and their challenges in the communications space.
    All told, we polled more than 1,000 business professionals from a variety of industries.
    The results shocked all of us, and we think they will have a massive impact on the business communications industry as a whole. In addition to our findings in the report, we included numerous key takeaways and recommended actions for business owners who want to up their business communications game.
    Here’s a preview of what’s inside.

    Communication Channels Are Proliferating

    Statistic: 59% of professionals use at least three devices at work.

    Hello, communication channels! Receiving feedback from our participants proved what we’ve learned in our workplace: communication channels are exploding. Where the phone served as the primary gateway between businesses and their customers for the last several decades, we are seeing major changes on that front.
    Think about your own workspace. If you’re like us, you might have a cell phone next to your laptop, and on your laptop, you might have a dozen different applications to help you communicate with your team and customers via email, chat, and more.
    The rise of these new channels has proven to be a double-edged sword for businesses. While it’s easier to communicate than ever before, it is harder to manage those communications.

    We found that 59 percent of business professionals use at least three devices while at work.
    While it might be fun to have so many channels to communicate with customers, we found that they can be overwhelming.
    Fragmented communication systems can be extremely difficult to stay on top of customer interactions and track conversations happening simultaneously across multiple channels.
    Due to this fragmentation, a whopping 60 percent of business professionals report facing a communications crisis every month!
    Related: Avoiding the Next Success Crisis with Daniel Pentecost [Podcast]

    Communication Preference Styles Are Changing

    Remote work statistics

    Over and over while combing through this research, we heard that workers prefer face-to-face communication over everything else.
    But for those who don’t physically come into an office — more than 38% of companies have team members who work remotely — they are more inclined to communicate with their bosses via email or phone.

    One of the many surprising findings from this report was the response we received around project management tools (think Slack or Asana). The world of project management tools has grown in recent years, but of the people we polled, a little more than 21 percent of them said those types of programs were the least favorite tools at their disposal.
    The responses, though, were mixed.
    Around 18 percent of participants said they like project management tools because they make communication easier but admitted that they still have flaws. Interestingly, 5 percent said they couldn’t work without them.
    When asked about email, our participants had a lot to say. While many said they are getting better at email, more than half said email is a black hole for important messages. What’s more, on a weekly basis 16 percent of workers said they missed information shared in emails, and 6 percent said they’re overwhelmed by the number of emails in their inbox, which leads to missing vital messages.

    “For remote workers, tools are enablers. Often, remote workers spend a lot of time arguing which tools are better when we should move on to a discussion on how to implement them and how to use them regularly. No tool is right or wrong by default; you might be just using it in the wrong way. As communication is a key for remote teams, you should make it a priority to revisit how your team is adapting your tool stack”

    Iwo Szapar, CEO & Co-founder at Remote-how

    2020 vs. 2016: Changes to the State of Business Communication

    Business Communication Failures in 2020

    We wanted to compare how businesses are communicating now with our 2016 State of Business Communications Report; while we thought things would have changed, we didn’t realize the tectonic shifts that were actually underway.
    New technology and new customer preferences are creating a host of communication challenges and opportunities for the modern workplace.
    In general, customer expectations are higher for businesses. Clients have less tolerance for poor communication than ever before. Drilling down, we learned that 33 percent of businesses lost customers in 2020 due to a communications issue, up from 25 percent of businesses in 2016.

    On a positive note, we learned that workers are improving their use of email communication. In 2020, around 16 percent of workers missed important information in emails on a weekly basis, which is a significant decrease from 28 percent of workers that did the same back in 2016.
    From these numbers, we’ve realized that communication issues have increased across the board since 2016, despite new technology growth. No one wants to lose a customer, but many businesses are struggling with how best to use the new technology systems and minimize digital distractions in the workplace.
    These revelations inspired us to offer our readers a few recommended actions, including creating internal and external communication strategies and identifying and killing your communication silos where possible.

    Growth Opportunities in Business Communication

    Our report is filled with analysis of how business communication will change in the coming years. Chat is one area where we forecast significant growth. Our survey discovered that the majority of companies are missing an opportunity to engage with customers via live chat or a chatbot and — by a 3:1 ratio — are more likely to text than chat.
    We anticipate a tremendous rise in chat in 2020 and beyond. More than 269 billion emails are sent every day, and many can get lost. On the other hand, chat allows businesses to speak with customers in real time without too much disruption to their days.

    ABOUT THE AUTHOR

    Jeremy Boudinet

    Jeremy Boudinet was a senior brand manager at Nextiva, co-president at AA-ISP Phoenix, and a published writer for Time, Entrepreneur, Inc, The Daily Muse, and PopSugar. Today, he heads up growth for Ubiquitous, an influencer marketing agency. He has been giving the people what they want since '86. Connect with him to…

    Posts from this author

    CRM Implementation: 6 Steps For a Winning Strategy

    March 7, 2020 8 min read

    Cameron Johnson

    Cameron Johnson

    Customer relationship management (CRM) implementation is the process of centralizing all communications between a company and its customers.
    This involves CRM software with features that match your needs. These can include storing customer conversations, tracking leads you to want to follow up with, and more.
    The CRM implementation process isn’t as simple as getting your employees to log in. Think about this: 73% of sales professionals use technology to close more deals. On top of that, sales reps using a CRM shorten their sales cycles by up to 14%.
    In other words, CRM isn’t just another app you need to maintain. It’s a tool that powers up your sales and customer support strategy from start to finish.
    To get these benefits (and many more), your CRM has to be deeply embedded in your customer relationship culture. In this guide, we’ll show you how to make it happen in six steps.

    1. Define the ‘Why’ Behind Your CRM Implementation Process
    2. List CRM Products That Match Your Needs
    3. Dedicate The Person or Team to Run CRM Implementation
    4. Set Up a Timeline For Key Implementation Events
    5. Create a Feedback Loop
    6. Launch Your CRM and Monitor The Results

    1. Define the ‘Why’ Behind Your CRM Implementation Process

    What are the issues and challenges you’re hoping to address by implementing a CRM? What improvements will you make?
    Here are some starting points you can use to answer these questions:

    • Increased team collaboration
    • Better ability to cross-sell
    • A deeper understanding of your potential and existing customers
    • Higher productivity and efficiency
    • Speedier and more complete customer support

    Companies that use CRM software increase sales, productivity, and forecast accuracy. Although all of these may come true for you, identify the most important improvements to start with.
    The answer to the above questions is your ‘why.’ This should be driven by your business goals.
    Defining your ‘why’ is also a great way to identify the features you’ll need from your CRM. Here are some features you’ll want to consider:

    • Pipeline visualization
    • Email tracking
    • Tasks
    • Automated follow-ups
    • Custom reports and dashboards
    • Multichannel integration for support
    • Lead routing
    • Lead scoring
    • Call history
    • Trend analysis
    • Phone system integration
    • Forecasting

    Understanding what customer service trends are on the wake helps you use the CRM functionality you need.

    This list isn’t complete, but it hopefully helps you set expectations from a CRM.
    Your current business needs are another aspect you should factor into this process. The best example of this is the distinction between a sales CRM and a customer service CRM. Here’s a brief rundown.

    • A sales CRM will help you manage your sales opportunities. Features like a 360º view of your pipeline, reporting, forecasting, and outreach tools will make your sales reps more efficient.
    • A service-focused CRM will enable support agents to always work on the right cases. It will help you manage all your customer support cases from a single place, build a knowledge base, and improve the overall customer experience.

    2. List CRM Products That Match Your Needs

    With a list of CRM features you’ve come up with in the previous step, you can go on a research spree. The goal here is to end up with a list of solutions that match most or all of your requirements.
    Go into this process with all the roles that will be using the CRM in mind. For example, if you want your entire sales team to use the solution, make sure it can be tailored to sales managers, individual sales reps, and other team members.
    Here are some questions to keep in mind during your research.

    Does the CRM solution fit your budget?

    Consider your number of users, as most software subscriptions will charge you per user per month, quarter, or year. Your growth is another thing to keep in mind. Will you be expanding your team in the future? Note how that might alter each product’s price.

    Will the CRM work with your hardware?

    Although 75% of all CRM solutions are now cloud-based and usually work on any browser and computer, double-check for compatibility. You can boost team productivity and growth if a CRM integrates with your business phone service.

    Does the CRM integrate with your emails and calendar?

    According to HubSpot, about one-third of sales reps spend an hour or more each day just on data entry. In other words, their systems aren’t working for them.
    Look into integrations for each CRM option you’re considering. Will your sales or customer support emails be in it automatically? Will you have to manually enter appointments and calendar reminders? These may sound like a small thing, but they could save you—or cost you—a lot of time in the long run.
    Lack of integration: 17% of salespeople cite lack of integration with other tools as the biggest challenge using their existing CRM. (HubSpot, 2017)

    Can you manage multiple/all communication channels through this CRM? 

    This is an extension of the previous point. If you’re talking to your customer on live chat first and over email later, do you have to track these conversations using separate tools?
    Ideally, you’ll be able to integrate your CRM with every channel your customers are using to contact you. This won’t just save you time—it will keep the history of each customer relationship at your fingertips.

    Can you tailor the CRM to your existing processes?

    You likely have processes and workflows in your customer conversations that have brought you success.
    If you pick any of the CRMs from your list, will you have to change them? Or will the CRM let you customize your settings based on your processes?
    This includes the stages of your sales process and pipeline, your custom reports, templates, and more.

    3. Dedicate The Person or Team to Run CRM Implementation

    Before you build out your CRM implementation timeline and its main events, think about the best person or team to monitor and manage the process.
    You need a project management role or team. They will be the owner of the CRM implementation process—someone who will be prepared to tackle any questions and challenges about this transition.
    The objective of your project manager(s) will be to:

    • Determine key dates in your transition to a new CRM
    • Build out a list of tasks for each stage of the transition
    • Answer employees’ questions leading up to the switch
    • Monitor the completion of tasks across the board
    • Arrange CRM training
    • Look out for CRM adoption issues after roll-out

    A recent report on Entrepreneur showed that CRM investments fail to deliver because CRM is focused on management. It seems like front-line employees—customer support and sales reps—may find the experience of using a CRM less rewarding than sales managers and other executives.
    With a dedicated person who monitors not only the CRM project as a whole but the individual experiences as well, you’ll gain insights into how everyone feels instantly.
    You can assign this role to someone already working with you (make sure not to relieve them of other projects in that case!) or contract a project manager just for this process.
    Less than half of all CRM implementations have a user adoption rate of over 90%—make sure you’re one of them.

    4. Set Up a Timeline For Key Implementation Events

    With a project management role in place, you can work out your CRM implementation timeline.
    Here are the main events that need to be on your calendar:

    • Backup and migration of your existing customer data
    • Customization of CRM settings
    • Running custom test reports
    • Training for all roles that will use your new CRM

    There’s no universal rule as to how long each of these events will take or how far apart they should be. Take a look at the details for each of them below to make the best decision possible.

    Backup and migrate your existing customer data

    This could be your existing CRM data, information from spreadsheets and other DIY tools, or a combination of both.
    First, make sure that this data is safe and always retrievable, even if something goes wrong during importing into the new CRM.
    Then, start importing. The importing process itself will be done in less than a day. However, remember that you may need to spend some time ensuring it’s imported correctly. For example, are phone numbers in the right format based on their country codes? Do you need to create custom fields to categorize your leads and customers correctly?
    You can start by importing a smaller customer data set as a test and adjust from there. This will make future data entry much easier.

    Customize your CRM settings

    Even if your new CRM has all the features and integrations you need, you still have to set them up correctly.
    This includes:

    • Your sales pipeline stages
    • Permissions for various roles
    • Templates
    • Automations (follow-ups, reminders, etc.)
    • Custom fields
    • Filters

    List all the roles that will be using your new CRM solution and ensure you’ve customized settings for each so they can get started quickly.

    Run custom test reports

    Peter Drucker, a business leader and management thinker, famously said: you can’t manage what you can’t measure.
    As you set up your CRM, use the initial data you’ve imported to run reports you find useful. This will help you verify their accuracy and notice any discrepancies or areas you want to customize further.
    Need inspiration for what CRM reports to run? You can start with total sales, forecasted sales, deal loss, number of tickets per day, response time, or customer experience rating.
    A key best practice here is to broadcast these stats publicly to your company using a sales gamification tool.
    The key is to run tests that make sense for the data you already have so you can get a realistic report. For example, a response time report won’t make sense if you haven’t been tracking the time to respond to a customer query.

    Train your teams on your using the CRM and your CRM strategy

    The final part of this stage is making sure everyone is confident when it comes to your CRM.
    Your CRM training will have the most impact when you combine proactive training (like in-person workshops) with self-paced resources (such as pre-recorded videos and written knowledgebase).
    On top of that, ensure you offer training on the role of your CRM in your company’s big picture and overall direction—your CRM strategy. This includes:

    • Determining company goals
    • Mapping the customer journey
    • Making a CRM configuration plan
    • Measuring results through key performance indicators (KPIs)
    • Evaluating your CRM

    5. Create a Feedback Loop

    Just like you’ve dedicated a project manager for your CRM implementation, define a process of providing feedback for your CRM.
    If everyone emails you the moment they uncover something’s off (or even just to say something’s great), it will hinder your productivity (and theirs!).
    Instead, set up an easy way to provide feedback that you can review on an ongoing basis. A great way to do this is to set up a form your CRM users can easily fill out in their own time. It should have space for free-form text input and role-specific questions that will help you sort feedback.
    Commit to reviewing this feedback regularly. If you can reply to the reps who provided you with the feedback, it will make them feel like more than just end users, and they’ll feel heard and understood.

    6. Launch Your CRM and Monitor The Results

    After all the prep work and testing, launch your CRM across the board. If you’ve done a thorough job up to this point, this switch should be easy.
    The job of your CRM is to improve your sales and customer support goals, from customer retention and satisfaction to your bottom line and beyond.
    According to Capterra, 74% of CRM users said their CRM gave them improved access to customer data. That’s where your company’s power comes from.
    To increase your chances for success, make sure to monitor these two indicators of your CRM adoption.

    Like a business phone system, the more you invest in CRM, the better results.

    ABOUT THE AUTHOR

    Cameron Johnson

    Cameron Johnson was a market segment leader at Nextiva. Along with his well-researched contributions to the Nextiva Blog, Cameron has written for a variety of publications including Inc. and Business.com. Cameron was recently recognized as Utah's Marketer of the Year.

    Posts from this author

    10 Reasons to Upgrade Your Legacy CRM and Move to The Cloud

    March 6, 2020 9 min read

    Andrew Nechiporuk

    Andrew Nechiporuk

    Is your business stuck using a legacy CRM solution?
    It’s time to let it go.
    Even if your CRM’s adoption rates are still at acceptable levels, it’s time to move your business into the present with a modern CRM that runs in the cloud.
    Not only will it make the CRM easier to use for your employees, but you can also centralize your data and provide a better customer experience.
    In this article we’ll cover, in detail, why you need to leave your legacy CRM behind:

    1. Siloed Data Leads to a Disjointed Customer Experience
    2. Legacy Solutions Limit Scalability
    3. A Bad CRM User Experience Wastes Agent Time
    4. Bad UX Leads to Human Error and Bad Data
    5. Lower Adoption Rates Impact Productivity
    6. Legacy CRM Updates Are More Expensive
    7. Integrations Require Custom Development
    8. It Might Be the Wrong CRM for Your Business
    9. Bad Reports & Dashboards Lead to Unused Data
    10. The Cost of Switching Is Lower Than You Think

    1) Siloed Data Leads to a Disjointed Customer Experience

    In 2018, Forbes stated 71% of consumers expected a consistent, omnichannel experience, but only 29% felt satisfied that they got one.
    And the most common cause of a disjointed customer experience is data and organizational silos.
    Siloed data happens when each team or department uses separate tools to store data and keep track of customers.
    For example, siloed data occurs when a help desk support agent isn’t able to see a client’s previous interactions with call center agents and vice versa.
    This disconnect can lead to a lot of frustration for your customers. They want to pick up where they left off, regardless of the channel they use to contact you. They don’t want to start over every time they reach a different sub-set of your support, sales, or management team.
    Using a cloud-based CRM, however, means all your customers and visitors’ data is managed within the cloud, where it’s accessible to each and every one of your support and sales agents. As soon as a call is made to your team, the system recognizes the number and automatically brings up all relevant contact information at your team’s fingertips:

    Unified customer service platform with Call Pop
    Nextiva displays real-time customer information before accepting an inbound call.

    The future of customer service shows an even bigger focus on omnichannel CRM strategies, so using a legacy system will only hold you back.

    2) Legacy Solutions Limit Scalability

    Legacy CRM software often has geographic restrictions and other limits programmed into it.
    An intranet, LAN-based solution will also complicate centralizing data from multiple offices. When you establish a new office, you must set up a new CRM installation from scratch.
    It’s not the best fit for a growing business with ambitions to expand further.
    In contrast, a modern CRM platform is cloud-based and free from any geographic restrictions. And don’t worry; making a new CRM investment no longer involves prohibitive upfront costs. You also don’t need to install anything on-site, so adding new locations is easy.
    Regardless of how big your company grows, you need to upgrade your software if you want to stay in control of your customers. Modern CRM solutions are designed with scale in mind.

    3) A Bad CRM User Experience Wastes Agent Time 

    Legacy systems often have a clunky and dysfunctional user experience. With a steep learning curve, training new staff is a slow process. Basic tasks involve more steps and actions than they should.
    While many companies have custom-developed workflows, they tend to be less than ideal. In some cases, staff default to doing things manually as it’s the easier choice.
    The world of interface design has been revolutionized since most businesses invested in their first CRM. Workflows are more efficient, and critical design elements help improve usability. It doesn’t take long for first-time users to learn the ropes.
    And since it’s easier to use, experienced agents complete the same tasks in less time. An easy-to-use CRM is a sales enablement tool instead of a productivity dump.

    4) Bad UX Leads to Human Error and Bad Data

    When CRM software is hard to use, it doesn’t just impact speed and efficiency. The lack of usability leads to more mistakes and bad CRM data.
    Filling out fields and saving them to a customer profile isn’t like writing an essay. The agent likely doesn’t have time to proofread, and companies rarely have manual editors in place. So it’s essential to get it right the first time.
    But in the heat of the moment, mistakes happen between one customer interaction and the next, especially with a clunky dashboard that doesn’t adapt to each user’s roles and responsibilities.
    And doing it all manually can be extremely time-consuming (and therefore expensive).  27% of sales reps spend more than an hour every day doing manual data entry:

    Time spent spent on updating CRM data - HubSpot
    Data from HubSpot’s State of Marketing Report

    If you want to take advantage of big data, you have to ensure its quality. You can’t personalize marketing campaigns if the fields are incorrect. An easy-to-use CRM is the first step towards better quality data.

    5) Lower Adoption Rates Impact Productivity

    It’s not enough for a company to choose and install the software. It’s not going to impact productivity, service, or sales unless your staff uses it. Preferably, all support and sales reps should become active users.
    But with hard-to-use systems, that’s not what happens. Miller Heiman Group found that 47% of surveyed companies had adoption rates of over 90%. That means that, for the majority of companies, more than one in ten salespeople were not actively using CRM tools.
    This situation makes it harder for teams to work together. Imagine trying to follow up on another agent’s account with no available data to go on. You would need to start from scratch.
    In an efficient team, all members actively use the same software to track all data points.
    Related: 6 Steps For a Winning CRM Implementation Strategy

    6) Legacy CRM Updates Are More Expensive 

    Maybe your adoption rates are acceptable, and you don’t need to scale beyond your current office.
    But you must keep up with the latest customer service stats to give consumers what they want. That means you have to keep your software up-to-date.
    Updating legacy software, however, often costs more than switching to a new solution. 
    In most cases, at least some custom development will be necessary. Even if your commercial solution has been updated, you might need to buy a completely new license. And updating your legacy CRM on-site can be a complicated process and require you to hire external consultants.
    With cloud-based systems, updates happen automatically and independently. You don’t need to make or re-install individual software.

    7) Integrations Require Custom Development

    A CRM is far from the only application that companies use to store and handle customer data. Website analytics and e-commerce platforms also track and save customer behavior data.
    Integration is critical if you want to update customer records with their latest purchases and activity automatically.  And this is only the tip of the iceberg. Powering marketing automation tools with CRM data is a must. In theory, most of your company’s SaaS stack could be integrated.
    But your current CRM may not have built-in integrations. You need a custom solution to combine the tools and centralize your data. And hiring developers with API experience is not cheap. A single hire will likely cost you at least $100,000 a year.
    Hiring a consulting firm to do the job won’t be any cheaper.

    8) It Might Be the Wrong Type of CRM for Your Business

    Unless your company develops an in-house solution, you may have a general CRM. In the early days, you didn’t have a lot of choices. Most companies, wanting to keep up, simply chose an established CRM tool.
    But times have changed. There are now several types of CRM on the market, tailored to different needs.
    For example, there are critical differences between service CRM vs. sales CRM. In one, the stages of the pipeline are more important, whereas, with service, you want better documentation of each interaction.
    There are also vertical solutions tailor-made for specific industries. For contact centers, there are integrated CRM & Call Center Software solutions. Retail, e-commerce, legal, and most other industries also have industry-specific CRM options.
    Working with a CRM vendor that designs software specifically for your business needs gives you a competitive advantage.

    9) Bad Reports & Dashboards Lead to Unused Data 

    CRM solutions are often introduced as the first part of a company’s digital transformation. But to put in place data-based processes, managers and executives need to understand the data.
    Analytics and reporting are some of the weakest areas of dated CRM technology. If there are any default options, they often highlight the wrong metrics. Creating a custom report is clunky at best. You might even have to do CRM data migration before you can make meaningful reports.
    It doesn’t matter if you measure all primary customer service metrics. Data in tables is rarely enough to help you make informed decisions. High-quality visualization is key to identifying problems and garnering insights.
    However, with a modern, cloud-based CRM with analytics built into the platform, your business’ data is presented in a clear, visually appealing way that makes it easy for you to identify problems and know exactly how your customer’s experience is developing:

    Business Analytics - CEO/Executive Dashboard
    Nextiva offers ready-to-use business intelligence between your CRM and phone system.

    10) The Cost of Switching Is Lower Than You Think

    With a cloud-based CRM like Nextiva, the switching costs are much lower than business owners fear. Our basic CRM plans start at $10 per user. It includes sales pipeline management, workflow automation, an integrated knowledge base, and more.  There are no upfront costs or hidden fees.
    And with our migration tool, you can easily import customer profiles and other data from your previous CRM. You won’t need significant downtime to implement the switch. With the right preparation
    Our interface is intuitive and easy to learn. Our Call Pop feature automatically opens relevant records when a customer calls. First-time users can complete basic tasks with minimal training.
    With no up-front investment and low training requirements, the switching costs are negligible.

    3 Things to Do Before You Switch

    Convinced that it’s time to let go of the CRM of yesteryear? Great! But you shouldn’t jump in straight away.  You should do a few things before the switch to make the transition as smooth as possible.

    1) Find a CRM Tailored to Your Business Needs

    Instead of choosing the most “popular” cloud CRM solution, you should find one tailored to your needs. Does your industry have a long and complicated sales process? Are there state or federal regulations for data handling?
    We’ve created different interfaces for sales and service. This approach makes relevant fields, data, and workflows easier to handle. We even offer a tailor-made solution for contact centers that combines VoIP, PBX, and CRM functionality.
    We’ve also developed customizable plans suitable for different business sizes. Our basic plan is perfect for SMBs, with just the right amount of features leading to a simplified experience. Our enterprise plans include automated surveys and all the features you need to get a holistic view of your customers.

    2) Research Your Options

    Don’t just believe what a company writes about their software on their website. Dig deeper. Read real reviews on trusted sites like Gartner Peer Insights, G2, and Capterra. Focus on reviews left by companies of similar size or in the same industry.
    By learning about their experiences in detail, you can figure out which software fits you best.
    Since the solution is cloud-based, you also want to check their uptime record on downdetector.com. You don’t want to choose an unreliable vendor for something as crucial as a CRM.

    3) Set a Date & Train Your Staff in Advance

    Once you’ve found the right solution, it’s time to prepare for the new software. Choose a date when you expect little activity or have no other meetings planned. Arrange for technical staff to migrate the data before regular working hours.
    Next, you need to prepare your staff for the switch. Most CRMs use similar jargon and processes, so most transitions require minimal training. But erring on the side of caution is always the right move. Make sure that all reps are familiar with the new software before finalizing the switch.
    If they already know how to use the new software perfectly, there won’t be a dip in productivity with the new CRM.

    Ready to Move to The Cloud?

    Are you ready for a modern cloud-based CRM with an intuitive interface, clear-cut reporting, smart workflows, and advanced features?
    Nextiva’s Customer Service CRM will help your support teams provide the level of service consumers expect. We integrate support helpdesk, email, and voice into a single ticket dashboard. Consistent omnichannel service is no longer a pipedream.
    Our Sales CRM is perfect for companies with long sales processes and large sales forces. Your sales reps will know exactly where each prospect is at any moment, giving them the context they need to close.

    ABOUT THE AUTHOR

    Andrew Nechiporuk

    Andrew Nechiporuk is a growth marketing manager at Nextiva, avid meme enthusiast, coffee connoisseur, proud dad of Persie the cat. Andrew loves traveling, visiting music festivals, and diving deep into data and analytics.

    Posts from this author

    How To Write & Implement a Business Continuity Plan

    March 5, 2020 11 min read

    Gaetano DiNardi

    Gaetano DiNardi

    If a disaster such as a fire, flood or communication breakdown were to occur, many businesses would lose profits, damage their reputation or even be forced to close. A well-thought-out business continuity plan is what you need to prevent interruptions.
    Having a company-wide plan in case of an emergency is essential. If you rely on cloud-based communications, you might still have vulnerabilities. If you centralize your operations in one location, that can also become a risk.
    Luckily, there are ample resources available to develop a business continuity plan. Here, we’ll cover key aspects of a business continuity plan including:

    Feel free to jump to a condensed version in our visual below.
    Business Continuity Plan - Making a Plan

    What is a Business Continuity Plan?

    A business continuity plan is the outline of procedures to prevent damage, maintain productivity and recover in the event of a national emergency or disaster.
    When you create such a plan, identify possible threats like fires, utility disruptions or social engineering attacks. Then proactively determine what employees can do to get the business back on track.
    A business continuity plan is sometimes abbreviated “BCP,” but essentially it details the emergency management procedures and strategies to enact. Writing out your business continuity plan minimizes panic and uncertainty when a crisis happens and how to respond effectively.
    Every business needs a plan to maintain business stability. Even if it’s a small business, you need to effectively have a plan when disaster strikes to avoid business disruption.

    What are the best practices for team communication?
    Find out in the State of Business Communication Report!

    Top 6 Threats to Business Continuity

    Threats to Business Continuity and Business Operations
    There are several disruptions a company can experience. Some businesses have industry-specific threats, but there are also events that threaten almost any company, including:

    1) Global pandemics:

    Global pandemics can cause massive issues for companies, namely by forcing employees to work from home and creating a scenario where a company workforce must go remote swiftly and for an indefinite period of time.
    In these scenarios, companies must equip their company to communicate with customers and each other remotely in the event of a need for quarantine.

    2) Natural disasters:

    This includes any force of nature that poses a significant threat to human health and safety, property or critical infrastructure. Natural disasters include all natural phenomena like wildfires, tornadoes, hurricanes, winter storms, floods, or earthquakes.

    3) Man-made disasters

    Any catastrophe that is the result of human negligence, mistake or accident. Man-made disasters include chemical explosions, gas leaks, oil spills, factory fires, hazardous material spills or improper disposal of waste.

    4) Utility failures

    This occurs when any utility provider fails to provide service for any reason. Utility failures include electricity or power failure, loss of communication lines, or disruption of water service.

    5) Intentional sabotage

    These are acts you commit with the intent of putting a business at risk. Sabotage can take many forms. For example, a bomb threat, a financial information leak, or arson.
    It’s prudent to involve human resources to minimize risks internally and externally in the event of a disgruntled

    6) Cybersecurity attacks

    This refers to any attack on the company’s technical assets such as by a hacker. Cybersecurity threats include information leaks, ransomware, SQL injection attacks, or denial of service attacks.
    Cyberattacks usually result in great harm to consumers and businesses alike, which can trigger an investigation of security protocols at data centers. The effects of such an attack are felt beyond the Information Technology (IT) department.
    Business Continuity Plans Build Operational Strength

    The Anatomy of a Business Continuity Plan

    In order to protect itself from profit losses, reputation damage and customer loss, a company must create a business continuity plan.
    The plan should be thorough and include possible threats, readiness procedures to protect against these threats and information on who should be leading each process.
    While you create this emergency response plan, be sure to thoroughly document every section so you can share it across the company later. Keep it well-organized so readers can identify risk assessments, planning processes, and recovery steps.

    #1 Identify the objectives of the plan and set goals

    goals, milestones and expected outcomes
    The first step is to identify the objectives of the business continuity plan and set goals around them. Here are some examples of a BCP:

    • How detailed and practiced should the plan be?
    • What departments will the plan cover?
    • What are the outcomes of a successful plan?
    • Which milestones should we track?

    One important factor is the budget for the continuity plan. Include any preparation or research hours, training time and materials, etc as you create this plan. Business continuity management extends beyond IT and applies to the entire organization.

    #2 Choose the business continuity team

    assemble your business continuity plan team
    An important part of your business continuity plan is the incident command team and their responsibilities.
    Include the contact information, titles, and any other required information for each member. If applicable, specify backup contacts for each responsibility or department. These first responders carry out specific duties to keep the business running smoothly.
    Two types of sub-teams to consider are:

    Command and control teams

    The command and control sub-teams include a crisis and recovery management team. They make sure there is near-perfect execution and that all resources are ready to go.

    Task-oriented teams

    This sub-team includes specialized teams such as a:

    • Internal communication
    • External business communication
    • Disaster recovery
    • Legal
      Customer operations
    • Information Technology (IT)
    • Supply chain management
    • Finance and Human Resources

    #3 Conduct a business impact analysis (BIA)

    business impact analysis
    Impact analysis is another crucial aspect of your business continuity plan. A BIA is an assessment of the impact potential threats could have on each aspect of the business.
    Predictions and forecasts can help your team put together a custom template. They have to then test it for potential holes and modify the BCP. Use this information to update the recovery plan later.
    The BIA document should include explanations of the core business operations and what areas are critical for business continuity. It should document any resources needed to keep these critical departments afloat during a disaster scenario.
    As a core function of disaster recovery planning includes a BIA that details scenarios for every level of disaster. This will make it easier to choose the most logical and realistic plan keeping in mind the risks.
    Related: What is Digital Transformation? (Why Does It Matter?)

    #4 Identify key business areas and critical functions

    rate business aspects by importance
    As part of the BIA, the team will want to establish a comprehensive understanding of the business’s core needs. To do this, identify which critical business processes would have the most damage to the company overall. Damage can include revenue loss, harm to the company’s reputation or damage to the company’s ability to operate properly.
    Examine each aspect and function of the business and classify it as either high, medium or low. Some questions that can be helpful to consider when examining critical business functions include:

    • What business objectives does this aspect support?
    • How many departments will this function affect?
    • How often does this function occur?
    • What other aspects of the business are dependent on this function for success?
    • What would be the revenue loss if this function was not completed?
    • Are there potential fines or legal issues tied in with this function?
    • Does this function impact the business’s public image or market share?

    Additionally, it’s wise for a business to carefully evaluate how they can move operations offsite. One example might be clear plans to move sales and support staff to work from home proactively.

    #5 Identify any pain points or dependencies

    identify pain points
    Also part of the BIA, businesses should proactively identify potential problems that could arise. If any departments or functions have time-sensitive stipulations, monitor the tolerable downtime. Use the rating system for key business functions to understand where to allocate resources.
    Use drills and tests to make your business continuity plan fail-proof. More information on how to do that below.

    #6 Make a plan to maintain operations

    business continuity strategies
    This should be the most detailed section of the business continuity plan. Note that you should also revisit this as the company evolves. Start by doing an analysis of current recovery capabilities and how you can improve them.

    Related: What Is VoIP? The Newbie’s Guide to Voice over IP

    Readiness procedures could include:

    Prevention strategies

    Detail any actions your business needs to take as preventative measures before the disaster occurs.
    While conducting the BIA, it’s likely you’ll find places that need mitigation. This could include having backup providers for utilities or generators available nearby. It could also include setting up alternative communication networks. Remote work solutions for employees in emergencies is another example.

    Response strategies

    Each department ought to have a detailed emergency response plan. Include exactly what each member of the business continuity team should do in case of an emergency.
    For example, if there is an evacuation, proper technology, procedures and safety protocols are essential to recovery. When and how the company will contact the media, the public or customers should also be specified as a part of the business communications plan.
    It’s critical to maintain reliable communication, including your organization’s business phone service for announcements and managing reliable call routing.

    Recovery strategies

    After the event has been contained, your focus should be recovery. This step of a continuity plan outlines exactly what they are and who is responsible for implementing them.
    One example is a manual workaround to get the company running again. Operationalizing an alternative facility that the company could use in the interim is another example.
    The first question people will always ask is about the timeline to recovery. Some resolutions are instant. Others may take days or weeks to implement. For all your recovery plans, scope out the Recovery Time Objective (RTO). This gives stakeholders clear-cut estimates on activating a recovery plan.
    For companies with data centers where data powers their central operations, it’s important to understand the intervals of recovery available. A Recovery Point Objective (RPO) defines the timelines of data recovery available in the event of a loss or corruption.

    #7 Develop a testing and training curriculum

    testing and training
    Implement a curriculum to train the business continuity team as well as employees in the event of an emergency. This could include basic training and an overview of the business continuity plan. Or in-depth exercises designed to test the procedures and prepare employees.
    As a part of a BCP, it can include tactical exercises designed to test the procedures and prepare employees. You might even stage a mock emergency to evaluate areas for improvement.
    An emergency protocol to train team members with specialized responsibilities is important. If you are conducting drill exercises, make sure employees display readiness and high comprehension.
    One of the best practices to maintain business operations is to instruct employees not to publish unconfirmed reports and rumors on social media like Facebook, Twitter, or LinkedIn. Establish a feedback loop to listen and respond to internal staff concerns. This will conserve communications resources that are dedicated to higher priority objectives.

    Exercises should have:

    • Clear objectives and goals
    • Easily understood assumptions of the scenario
    • Instructions for all participants
    • A clear narrative
    • A post-exercise evaluation

    Leaders should identify if you need further training or improvements to the overall business continuity plan.

    #8 Determine ongoing program maintenance and quality assurance

    determine ongoing business continuity plan maintenance
    Business continuity planning should evolve with your organization. A quality assurance strategy can ensure effectiveness as dedicated departments keep tabs on it. This could include when to hold reviews and tests.

    Internal reviews

    Businesses should conduct a review of the plan annually. This section should address exactly when updates are required due to:

    • Threats to the environment
    • Exercises that indicate the need for change
    • Changes to company structure or personnel
    • Geographic distribution of employees

    External reviews

    It can be helpful to have an external consultant come in and evaluate the plan or suggest improvements. This section should document when this should happen and who should conduct the audit.
    An objective analysis of the disaster recovery plan and its execution is critical for continual improvement.

    Additional drills and tests

    Exercise ongoing training and tests based on changes to your business continuity plan. This section can outline when that is necessary and how to conduct drills.
    The disaster recovery plan for your business is only as good as how well it’s put into practice.
    software and tools

    Business Continuity Software and Tools

    There are many tools and apps you can use to craft a business continuity plan. Tools range from consultants to micro tools to full software platforms. Determine which tools are right for your company by assessing your business processes, plan complexity, timelines, and budget.

    Communication tools

    Your business is helpless if it cannot communicate with each other before and during a disruptive episode. This includes internal and external communication and notification tools. Communication tools can be used to send direct messages to recovery teams, vendors, shareholders or staff.

    • Everbridge is a popular mass notification tool
    • Intrado offers enterprise notification services, which is popular with school districts
    • A cloud phone system can be helpful in emergency situations as well.
    • Slack is one quick way to organize team chats and

    Preparatory tools

    These include tools to help you build your BCP. For example, the U.S. Department of Homeland Security offers a Business Continuity Planning Suite. Other business continuity planning software providers include:

    • Arcserve
    • Axcient
    • Continuity Logic
    • Arcserve
    • Strategic BCP

    Internal auditing tools

    These tools can help a business assess their strengths, weaknesses, pain points and areas of concern. Some handy internal auditing tools include:

    • Open-AudIT
    • Onspring

    Documentation tools

    These can include simple office tools like Word, Excel and other office suite tools, but can also include BCM planning templates.
    Cloud-based software can be helpful to document processes and also make sure they are accessible. Cloud storage software like Dropbox, Acronis, and Amazon S3 can ensure data protection. Internet phone service can be managed remotely with no need for on-site changes.

    Disaster recovery tools

    There are plenty of tools dedicated to disaster recovery in case of business interruption. Depending on the tool, they can help with everything from communication assistance to data recovery and office space.

    • Agility Recovery
    • Novinex
    • Long View

    No matter the incident, you need to develop a strong disaster recovery plan. This includes names, phone numbers of qualified individuals and agencies to assist with recovering data backups.
    Related: Top 10 VoIP Myths & Misconceptions Debunked [INFOGRAPHIC]

    The Anatomy of a Business Continuity Plan [Infographic]

    Having a concrete business continuity plan is an essential security measure in today’s corporate environment. The benefits are numerous both internally and externally.
    Having a dynamic plan in place can help build confidence and trust with employees and shareholders. Such a plan can also help:

    • Manage the company’s reputation with customers
    • Assist the business to meet legal obligations
    • Ensure the business has few interruptions in the event of a disaster
    • Identify essential remote tools to maintain operations.

    Business Continuity Plan Infographic - Anatomy of a BCP
    Related: The Ultimate Guide to VoIP RFPs (+Free Templates)

    ABOUT THE AUTHOR

    Gaetano DiNardi

    Gaetano DiNardi led demand generation at Nextiva and has a track record of success working with brands like Major League Baseball, Pipedrive, Sales Hacker, and Outreach.io. Outside of marketing, Gaetano is an accomplished music producer and songwriter. He’s worked with major artists like Fat Joe, Shaggy, and loves making music to stay turbocharged.

    Posts from this author

    Solving the Biased Survey Questions Problem

    March 4, 2020 6 min read

    Andrew Nechiporuk

    Andrew Nechiporuk

    Let’s face it — conducting surveys is an essential part of any business if you really want to understand your customers.
    This feedback brings a wealth of knowledge — from awareness of your customers’ needs, their concerns, and overall benchmarks for improving products and services.
    But, if you’re not careful in how you craft survey questions, you can introduce response bias, which harms, not helps, your organization.
    Today, we’re going to cover the top 11 types of survey questions that introduce bias including leading questions, double-barreled questions, and double negatives.

    First…What is a biased survey?

    There are dozens of ways you can introduce bias into your survey.
    According to The AP Statistics Tutorial, “a poor measurement process can lead to bias. In survey research, the measurement process includes the environment in which the survey is conducted, the way that questions are asked, and the state of the survey respondent.”
    Your first task is to be able to distinguish which types of survey questions are biased.
    Keep in mind that some respondents may become unresponsive to biased survey questions which, in turn, could negatively impact the outcome of your survey.
    So how do you know if survey questions are biased?
    Generally, a biased survey has a set of questions which may influence the response of participants — bringing inaccurate results.
    The data you gather from survey questions affects the way you do business — you wouldn’t want to steer your company in the wrong direction with inaccurate data you gathered from biased survey questions. Arm yourself with a reliable customer survey software to conduct surveys and analyze their data.

    Survey questions: Do’s and Dont’s

    When formulating survey questions, keep the following in mind:

    • Research objectives should be met
    • Questions should be simple, clear, and straightforward
    • Questions should be structured properly
    • Questions should be progressive but neutral
    • Options should include all valid responses

    5 Types of Biased Survey Questions

    1. Absolute Questions

    Absolute questions are those that are answerable only by a “yes” or “no”. This leaves very little room for a respondent to expand on their feedback.
    Words like “always,” “all,” “every,” and “ever” are commonly used for this type of survey question.
    An example of an absolute question would be: do you always wash your hair at night? The only two options would be yes or no.
    This single-mindedness makes absolute questions rigid and therefore unreliable when it comes to response accuracy.
    The better way to ask this question is to break it into two survey questions, with various answer options:
    How often do you typically wash your hair?

    • Everyday
    • Every Other Day
    • Twice A Week
    • Once A Week
    • Other

    What time of the day do you usually wash your hair?

    • In the morning
    • Mid-day
    • At night
    • Other

    2. Double-Barreled Questions

    Double-barreled questions are questions that tries to “kill two birds with one stone”. A double-barreled question actually asks a respondent for two answers to one question.
    Here is an example of a double-barreled question: How satisfied are you with your salary and benefits? (Very Satisfied/Satisfied/Fairly Satisfied/Not Satisfied)
    Because a respondent is forced to answer the question without being able to specify whether their satisfaction is based on their salary or on their benefits, their response becomes unclear.
    In order for a survey question to be effective, it needs to address one measurable response at a time.
    The best way to ask these questions is to make it more specific by splitting it into two separate survey questions: How satisfied are you with your salary? (Very Satisfied/Satisfied/Fairly Satisfied/Not Satisfied) How satisfied are you with your benefits? (Very Satisfied/Satisfied/Fairly Satisfied/Not Satisfied)

    3. Leading Questions

    A leading question is defined as a question that prompts or encourages the desired answer.
    Conducting a survey requires honest answers from a respondent — regardless if they are affirmative or not.
    Asking a leading question will greatly affect the accuracy of your results — defeating the purpose of running the survey in the first place.
    Leading questions make use of adjectives and unnecessary additions to influence the reader into stating the desired response.
    A leading question can come in two forms:

    • A question that does not accommodate all valid responses
    • A question which leads a respondent to state a desired opinion

    An example of a leading question would be:
    What do you think makes our product popular among young teens?
    This elicits positive feelings about the subject and influences the way a respondent answers the question.
    Make the question neutral by being straightforward and removing unnecessary words such as “popular.” Instead, phrase the question: As a young teen, what do you think of our product?

    4. Loaded Questions

    It can be a little difficult to distinguish a leading question from a loaded question.
    A leading question leads a respondent to give an affirmative response; a loaded question may be more subtle in its approach by using assumptions and weighted words to incite a positive response.
    A loaded question often provokes an emotional rather than a rational response from a respondent because of weighted words.
    By making use of words that make a negative concept sound positive (or vice versa), the question manipulates a respondent’s thinking and persuades him to give an answer based on an emotional response.
    Weighted words such as “never” and “always” can also turn a loaded question into an absolute one.
    More often than not, respondents drop out of the survey or give unclear answers to loaded questions.
    An example of a loaded question would be: where do you like to hang out on Saturday nights?
    This question makes the generalized assumption that all respondents go out to socialize on Saturday nights.
    What if some respondents actually have to work Saturday nights? What if a fourth of them choose to stay home and do laundry?
    The question then excludes a number of respondents because they can’t relate to it.
    The better and more neutral way to ask this question would be: what do you typically do on a Saturday night?

    5. Multiple Answer Questions

    When asking any type of multiple choice question, make sure that the answer options are clear-cut and do not overlap so that the respondent can pick one definitive answer.
    An example of a bad multiple answer question would be: how many hours a week do you work?

    • 10-20
    • 20-30
    • 30-40
    • 40 and above

    For a respondent who works 20, 30, or 40 hours a week, these options can be confusing. Avoid overlapping your choices and break them down into more defined terms.
    Reword this question’s answers to be:

    • 10-20
    • 21-30
    • 31-40
    • 41 and above

    How to avoid biased survey questions and results

    To create an effective survey, it’s not only the questions that matter — the answer options matter just as much.
    Here are some guidelines to help you through the process of creating survey answers:

    1. All possible answers should be included in your options. This is one of the essential do’s in creating an effective survey. 

    If you are unable to identify all possible options, the next best thing is to add “Other” as an option and allowing the respondent to input their own answer.

    1. “Prefer Not To Answer” should be included in your answer options, to avoid survey drop-outs.

    For questions that are sensitive in nature, it is advisable to add this option so as not to make the respondent uncomfortable about answering them.
    For example, “Prefer Not To Answer” might be used in gender or ethnicity questions.

    1. Accurate scales must be used.

    For questions that require an answer based on a scale (e.g. Excellent/Very Good/Good/ Fair/Poor/Needs Improvement), your range should cover all possible options.

    Survey Structure: Things to remember

    A survey should have a brief but clear title so it’s easily understood by a respondent.
    Your instructions on how to answer the survey should be simple and straightforward as well to avoid confusion.
    The key is to make completing the survey as easy and as painless as possible.
    Where possible, provide incentives or rewards to the respondent for completing the survey to thank them for taking time to accomplish it.
    A good survey should have a sound structure — questions are asked in a logical and progressive order.
    Generally, a funnel approach makes the most sense. Questions that are related should appear in succession.
    The following order of questions may help you in structuring your survey questions more effectively.

    • General questions should be asked at the beginning of the survey. This is so you can warm up to the respondent and make them comfortable about proceeding with the rest of the questions.
    • Transition to more specific but non-personal questions. This is probably the most important part of the survey since more specific and detailed answers will be asked of the respondent.
    • Follow through with easy-to-answer survey questions. This gives the respondent a chance to breathe in between questions.
    • Questions that pertain to demographics or that are more personal in nature should be placed last. Always remember that the more anonymous a survey is, the more comfortable the respondent will be.

    Now that you have all these guidelines in mind, it’s time to start formulating your next survey to feature non-biased survey questions.
    It isn’t always easy to recognize bias. It’s especially harder for the individual creating the survey as compared to the one answering it. If you can, work with a professional test design team. If you can’t, have a few team members across the organization review the survey for biased questions and responses.
    A biased survey will not only waste your respondents’ time and energy, it could drive your organization in the wrong direction.

    ABOUT THE AUTHOR

    Andrew Nechiporuk

    Andrew Nechiporuk is a growth marketing manager at Nextiva, avid meme enthusiast, coffee connoisseur, proud dad of Persie the cat. Andrew loves traveling, visiting music festivals, and diving deep into data and analytics.

    Posts from this author
    Call badge icon