Do you know the difference between CRM and call center software?
A CRM system may be part of a contact center software stack, but by itself, it’s not enough to provide a personalized experience to your customers.
And siloed communication and a dozen hard-to-set-up integrations is a steep price to pay to get there. Instead, you should use a multichannel call center software solution.
A CRM helps businesses keep a digital record of customer interactions. Call center software enables companies to send, manage, and track messages and calls to customers.
It’s the first step to providing a modern, high-standard customer experience.
We will cover the differences between CRM and call center software in-depth in this post.
Let’s get started!

8 Differences Between Call Center Software and CRM

  1. Big Picture Differences
  2. Use Cases
  3. Key Features
  4. Front End vs. Back End
  5. Cloud vs. On-premise
  6. Core Users
  7. Pricing
  8. Metrics

1) Big picture

Before we dive deep into the different features and use cases, let’s start with the big picture. What’s the actual difference in the definition and purpose of the two solutions?

What Is Call Center Software?

Call center software is a tool for managing and optimizing voice communications. Advanced call routing helps you manage and direct incoming calls.
Supervisors and managers get access to reports and live dashboards. They highlight call center performance in real-time. You also get features to track phone call stats and improve agent efficiency.
Separate call queues ensure each caller reaches the right department. This approach leads to less chaos and a happier customer. It’s the foundation of an efficient call center.

What Is CRM?

Customer Relationship Management (CRM) software helps companies track all customer interactions. It’s the ultimate source of all customer information.
CRMs can log phone numbers, purchases, refunds, marketing engagement, and many other touchpoints. It’s a complete digital customer history.
Customer service agents can fill out profiles with info from calls, emails, and other channels. A detailed customer support history gives each agent context on every customer. They can skip redundant questions and help callers faster.

And it’s not just suitable for agents. Managers can use call data and reports to track agent and call center performance.
And support isn’t the only area of your business it can help.
Sales teams can keep track of prospects across all stages of their pipeline.

2) Use cases

Call Center Software

Call center software improves agent productivity without reducing customer support quality. It plays a vital role in all call center campaigns, whether they are inbound or outbound.

  • Inbound sales agents can use it for orders, billing issues, or sales over the phone or social media.
  • Technical support teams can use it to track ticket progress and enable self-service options.
  • Outbound call center software features include contact lists, lead management, and progressive dialers. They help your sales reps close more prospects, faster.

As your call center agents take on more responsibility, the focus moves away from phone calls. That’s the future.

Related: Best Call Center Software to Try in 2024

CRM

By tapping into various data sources, a CRM documents your customer’s journey. It keeps track of everything, from the first touchpoint to the last.
These are a few primary use cases:

  • Companies store in-depth profiles on prospects and leads.
  • Sales reps update profiles when prospects or customers make a purchase.
  • Customer service agents can keep a record of tickets, complaints, and requests. (Various CRM integrations come in handy here.)
  • eCommerce stores can track relevant online user activity. (Such as product page visits, adding products to cart, etc.)

3) Key features

Call Center Software

  • Analytics & Reporting: Dashboards highlight real-time data on individual agents and call center performance. From the rate of answered calls to the first response time, stay on top of key metrics.
  • Computer Telephony Integration(CTI): CTI integrates phone and voice channels with business tools. It enables CRM integrations.
  • Contact Center as a Service: Set up and deploy a full-featured, scalable contact center in the cloud. Solve customer questions from multiple touchpoints, including phone, email, social media, and text messaging.
  • Call Queue: This feature places callers on hold when the line is busy and plays an automatic message.
  • Call Recording: Record customer conversations in HD instantly through the cloud. With VoIP, it’s no longer a tedious process that requires special hardware. Supervisors/agents don’t need to do anything on-call to activate it.

That’s not all.
There are many more VoIP features in our call center software. Use them to level up your phone system service.

Related: What Is a Contact Center? Definition, Features, and Uses

CRM

  • Analytics & Reporting: A CRM offers detailed reports of customer service caseloads and prospect statuses. Reports cover everything from avg. time to resolution, to leads per marketing campaign.
  • Lead Management: Track prospects and potential sales opportunities throughout all stages of the sales pipeline. Set next action dates, write and attach opportunity notes, and more.
  • Interaction Tracking: Keep a record of how customers and prospects interact with your business. Tracked metrics include purchases, product page views, email opens, and customer support interactions.
  • Workflow Automation: Automate repetitive tasks — like auto-responder emails sent after customer service interactions.

Read more: Don’t Get Your CRMs Mixed Up! Here’s an In-Depth Comparison

4) Front end vs. back end

CRMs Are Your Go-to Back-office Tools

A CRM is a complete database of your customer interactions. It logs what they purchased when they spoke with a support agent and more.
This customer data provides you with a high-level view of your business.
Agents can use it to find relevant information about your prospects and customers. Your business doesn’t use CRM solutions to interact with customers.
Sure, using CRM data to provide a personalized experience is possible. But a CRM is only as good as the data it collects.
It should be plugged directly into channels for sales/support. If not, you are relying 100% on human reporting.
Standalone CRM solutions often advertise integrations with communication software. But the reality is they tend to be faulty and limited in scope.

Call Center Software Directly Impacts Communications

Out of the two, a call center is the front-end solution. It changes how you interact with customers. You can use it to make and receive inbound calls and outbound calls.
Call center software directly impacts how customers experience your company:

  • Interactive Voice Response (IVR) helps your customers find the right department when they call support.
  • Call distribution policies lower average wait times.
  • Call screening helps your callers reach their account managers more efficiently.
  • An integrated dashboard tells the full customer service story across channels.

Setting up these processes leads to better customer experience. Managers apply these call center best practices to achieve massive results.

5) Cloud vs. on-premise

CRM

CRM tools have been around since before the internet. Twenty years ago, the market leaders were still on-site. Many enterprises even had custom-developed in-house solutions.
But times have changed. There are still options on the market, but few and far between.
Cloud-based solutions have taken over. They are more cost-effective and require no IT staff for oversight and management.
Any hosted solution is much easier to manage. Your company doesn’t have to worry about updates or database maintenance. There’s no need for a high-tech solution in your office.
And these aren’t the only benefits of moving to the cloud. Both sales and customer service CRM data will be available across offices throughout the country.

Call Center Software

Call centers used to use on-premise PBX (private branch exchange) and custom software. Getting it up and running was a big project, but once a solution was up, it became the beating heart of a call center.
A PBX helps distribute calls efficiently and streamlines call transfers and other collaboration. It ensures that customers wait as little as possible and get a more consistent level of service.
But in recent years, on-site call center software has started to become obsolete.
If you have an existing PBX, you can use SIP trunking to invigorate it and bring your call center into the 21st century.
But if you’re starting from scratch, you don’t need to install anything in your office except phones. Today, off-site, cloud-hosted PBX solutions provide all essential business phone features.
All you need in your office is an internet connection and a phone for each desk.
Your provider handles the nitty-gritty of your business communications — from VoIP calls and text messages to call recording and more.
With VoIP, you don’t even need landlines or phones — your agents can handle calls using a desktop or mobile app and a headset.

Related: The Best Contact Center Software for 2024

6) Core users

CRM

Small business owners often think CRM is a tool reserved for enterprises. But that’s no longer the case.
Today, core users include:

  • SMBs with a long sales process. (Businesses that focus on B2B sales and high ticket items.)
  • Real estate agents, insurance agents, and other businesses rely on leads.
  • eCommerce stores that use data to provide personalized offers.
  • Enterprises that want to use data to improve customer experience.

Call Center Software

All call centers rely on call center software. It doesn’t matter if it’s an inbound call center, outbound, or a blended call center.
Many companies without dedicated call centers also rely on the software.
For example:

  • Small businesses that use phones for sales and service.
  • Medium-large companies that handle service on many channels.
  • eCommerce businesses that need to set up a virtual call center.
  • Enterprises that want to integrate communication across all service channels.

Read more: 6 Essential Call Center Campaigns Proven to Increase Sales & Service

7) Pricing & costs

Globally, on average, companies between 51-100 employees use 79 different SaaS applications. And an average employee uses 8 SaaS applications as part of their day-to-day responsibilities.
These software expenses can add up, so the pricing and running costs are essential to consider.

CRM

Industry-leading solutions charge as much as $75-$150/month per user. That’s thousands of dollars per year, even for a small business.
Nextiva’s customer service CRM is much more reasonable, with plans ranging from $20-$60/month per user. Switching can mean significant cost savings for small and medium businesses.
Our CRM integrates with our VoIP service, making it easy to stay on top of all voice communications.

Call Center Software

Open-source or pre-developed local solutions might seem like the winner, as there are no subscription costs. But you still have to pay phone bills every month to cover the landlines.
Nextiva’s inbound call center solution starts as low as $60/month per user. Plus, you get both VoIP phone service and the call center software as a package deal. Even our basic plan includes unlimited calling in the US, Canada, and Puerto Rico.
Hosted solutions are also much more scalable. With remote staffing capabilities, you have new options. You can cover rush hours without expanding staff or office space. Your call centers don’t even need physical locations.

8) CRM metrics vs. call center metrics

Customer service metrics are essential data points that help modern companies succeed. Each tool provides part of the picture.

CRM Metrics

CRM metrics focus on customers, sales, and revenue. The focus is on using the data to power sales teams to meet their goals.

  • Conversion Rate: The percentage of leads or prospects that made a purchase.
  • Repurchase Rate: The percentage of customers that return to buy another item.
  • Retention Rate: The percentage of customers you keep over a set period.
  • Sales Cycle Length: The average amount of time it takes to convert a prospect into a paying customer.

Call Center Metrics

Call center metrics to show the level of service your agents are providing your customers. From how long they wait, to how many interactions it takes to solve an issue. They give you the full picture.

  • Customer Satisfaction Score (CSAT): A score calculated with automated surveys after service interactions.
  • Average Wait Time: Same as FRT, but specifically for calls.
  • Rate of Answered Calls: The percentage of incoming calls that your reps pick up before the caller hangs up.
  • First Call Resolution Rate: The percentage of calls where agents fix the caller’s issue on the first try. (Your agents must register interactions in a CRM to track this data)

End Communication Silos with CRM + Call Center Software

Without VoIP, your business’ support and sales calls don’t happen over the internet. It can be hard to integrate this data with your existing CRM.
As a result, voice is often the support channel that gets left out. Other teams or team members don’t know about previous customer interactions.
The separation of channels is a significant customer support issue. Experts call this “siloed communication.”
The right call center software eliminates “communications silos” with a built-in CRM.
That’s what Nextiva’s unified customer service platform puts on the table. In the same dashboard, it offers true omnichannel support with voice, text messages, and helpdesk tools.
You get the best of both worlds with advanced call routing and CRM data handling features. Use a single interface to manage your customers. And starting at $20/month per user, it’s often cheaper than a CRM alone.
Are you ready to change your call center? Our Amazing Service team will help you every step of the way.

Related: Top Benefits of Call Center Software for Insurance Agencies

ABOUT THE AUTHOR

Alina Benny

Alina Benny was the Senior Content SEO Lead at Nextiva. Her B2B marketing career has taken her all over the place — from branding and copywriting to product marketing, SEO, and SaaS content marketing. She also uses her keen eye for great copy, action bias, and search discoverability as a mentor with First Round Capital…

Posts from this author

The Top 76 SaaS Companies of the Decade

February 26, 2020 31 min read

Eric Siu

Eric Siu

Subscription-based software companies have changed the way today’s businesses operate, and their contributions continue to be an integral part of the future.
Software as a Service (SaaS) companies provides significant value to customers by hosting applications on their servers over the internet. This model is also called the cloud or cloud-based service.
Unlike traditional software, customers don’t need to create the infrastructure; they simply pay a fee to access the service often on a monthly or annual subscription for each user.
In a nutshell: SaaS companies provide instant access to apps in exchange for a subscription. All you need is your web browser or smartphone to enjoy the benefits without any startup costs.
In 2008, only 12% of businesses used cloud-based apps. Today, it’s entirely the opposite. According to a report from BetterCloud, 73% of organizations said nearly all of their apps would be SaaS in 2020.
In 2019, Gartner updated its online cloud forecast predicting SaaS revenues will total $266.4 billion in 2020. The global analyst firm expects that revenues will rise by 16% in 2021.
In this massive article, we’ve rounded up the top SaaS companies that have changed the way work. But before we get to the list, let’s learn more about SaaS and why it matters for businesses.

Why Businesses Use SaaS

Buying and using the latest SaaS products can be overwhelming. There are indeed thousands of them out there.

It’s hard to imagine running a business today without the luxury of modern SaaS software. Gone are the days of solely using Microsoft Office for your office activities. Today, vast office suites are now available through SaaS subscriptions.

Why did the shift to the cloud happen? 

Business leaders focus on essential business applications software’s financial and operational impacts. They need to be agile, manage risk, and effect change quickly.
Before SaaS solutions, businesses of all sizes faced a few common problems: startup costs, maintenance, and inflexibility. Information Technology (IT) departments long held their tech stack close to the vest and have been perceived as adversarial to change. For a new application rollout, IT would often act as judge, jury, and executioner for new apps used in the office.
There had to be a better way. With SaaS, companies can adopt new software solutions at a much lower cost in a shorter amount of time.

Related: Business Listing Management: The Ultimate Guide for SMBs

An Example of SaaS Success

Look no further than your email for a perfect example of how and why businesses use the cloud.
At a technical level, email requires many resources. It needs specialized servers to send and receive email messages, manage user credentials, filter spam, and on top of all that, apply software updates. Oh, and we didn’t even mention the IT staff doing it all.
The gradual reliance upon cloud-based services began in information technology (IT) leadership roles. Maintaining a secure, scalable, and reliable email system required extensive efforts for IT administrators.
CIOs were initially reluctant to go all-in with the cloud. Over time, they moved their servers offsite using specialized hosting from Microsoft, Amazon, and Rackspace.
Established leaders like Google and Microsoft offered ready-to-use email infrastructure (Gmail and Outlook, respectively) that required minimal resources to establish and maintain.
Today, business leaders don’t even think twice about running their companies from the cloud—SaaS is how work gets done.

Top 75 SaaS Companies of the Decade

It takes a wealth of research to know what tools your business needs. Out of thousands of SaaS apps, we’ve compiled an extensive list of 75 powerful SaaS solutions to grow your business,
This breakdown includes a company overview, CEO, and why it’s notable.

Categories of SaaS Apps

Business Communications

1) Cisco

  • Headquarters: San Jose, California
  • Type: Public Company
  • CEO: Chuck Robbins

Telecommunications juggernaut Cisco is an industry leader in networking, security, collaboration and more. One of the longest-tenured companies on this list, Cisco was founded in 1984 and now has 35,000+ employees in over 115 countries.
You can turn to Cisco for everything from network architecture to web conferencing. An astonishing 85 percent of internet traffic travels across Cisco systems, so you’re in good company when you use Cisco.

2) Intercom

  • Headquarters: San Francisco, California
  • Type: Private Company
  • CEO: Eoghan McCabe

Intercom offers businesses an integrated help desk and knowledge base to solve customer problems faster, giving customer assistance whenever it’s needed.
Intercom is a customer messaging platform that offers support and marketing services that keep businesses connected with customers throughout the customer’s journey.
Businesses can use bots and live chat to connect with customers. Its platform also provides employees the ability to become a part of a team inbox to stay connected. The service also offers capabilities for businesses to send targeted emails, as well as in-app and push messages.
Part of the new frontier in customer messaging, Intercom is a worthy addition to this list. Give them a look and see how the future of customer support is changing for the better.

3) LogMeIn

  • Headquarters: Boston, Massachusetts
  • Type: Public Company
  • CEO: William Wagner
  • Logmein is a connectivity and workflow tool company that helps businesses with communication, collaboration, engagement, support, identity, and access. The company’s popular suite of products, such as GoToMeeting, GoToWebinar, LastPass, Rescue, and Join.Me, are staples in the enterprise collaboration and communication field.
    With its no-frills product line, LogMeIn specializes in raw functionality, helping make working a pain-free and worry-free experience for professionals worldwide.

    4) Nextiva

    • Headquarters: Scottsdale, Arizona
    • Type: Private Company
    • CEO: Tomas Gorny

    Nextiva provides a complete business communications platform with VoIP, CRM, analytics, and automation capabilities.

    The company’s signature Business VoIP phone service provides everything a company needs to serve customers. Top features include its cloud-hosted phone service, customer experience tools, online surveys, website chat, and analytics.

    Renowned for its cloud phone system, Nextiva made a name for itself by serving businesses with a superior level of customer support above and beyond what’s typical in the industry.

    Nextiva’s software is built for both small businesses and enterprises, making it infinitely scalable. Since its phone system operates exclusively in the cloud, employees and managers will both appreciate the freedom it provides. The company also has a free team collaboration app named Cospace.

    See why Nextiva was just named the Best Overall Business Phone Service.

    5) Slack

    Slack is a powerful and user-friendly team collaboration platform that achieved a meteoric rise in the 10’s on the back of superior user experience and infinite customizability.
    With Slack, you can hold continuous discussions and share important documents anywhere and anytime. Specific channels also make sure your information is neatly organized and in one place. You can personalize avatars, react and respond to communications with emojis, and integrate team communication into your additional workflows via Slack APIs with a host of other tools.
    Need to improve your team messaging? Give Slack a look and see what all the hype is about!

    6) Twilio

    • Headquarters: San Francisco, California
    • Type: Public Company
    • CEO: Jeff Lawson

    Twilio is a cloud communication platform that allows software developers to use standard web languages to make and receive phone calls, text messages, and other types of communication.
    The uber high-growth SaaS company offers its users the ability to program and build out their ideas to communicate with others. Startups such as GroupMe have been built on Twilio, making it a popular application for software developers and revenue leaders alike

    7) Zoom

    • Headquarters: San Jose, California
    • Type: Public Company
    • CEO: Eric Yuan

    Zoom is a video conferencing platform that offers businesses the ability to connect employees with each other and their customers. The platform provides webinar capabilities, business messaging, online meetings, and more.
    Businesses can do Live videos and group video chats, for conversations, collaboration, and information sharing.
    See why Zoom makes it easier to communicate with face-to-face conversations – give it a whirl for your business.

    Marketing Tools

    8) Act-On

    • Headquarters: Portland, Oregon
    • Type: Private Company
    • CEO: Kate Johnson

    Act-On is an inbound and outbound marketing platform. It offers a variety of tools for business marketing, including list management, lead nurturing, email drip campaigns, search and social marketing, plus much more.
    Since bursting onto the marketing automation scene in 2008, Act-On has built a loyal following of enterprise marketers at clients such as Samsung, 23andMe, and Stanford University.

    9) ActiveCampaign

    • Headquarters: Chicago, Illinois
    • Type: Private Company
    • CEO: Jason VandeBoom

    ActiveCampaign is an advanced email marketing, marketing automation, and sales customer relationship management (CRM) platform that helps businesses grow by strengthening their relationship with customers.
    The Chicago, Illinois-based company has built a sterling reputation based on ease-of-use and appeal to SMBs and startups operating with limited budget and personnel. Give ActiveCampaign a look and build better relationships with your prospects and customers.

    10) Adobe

    One of the original behemoths in enterprise marketing software, Adobe is the province of digital media and marketing specialists, who use its leading-edge applications Illustrator, Photoshop, Creative Cloud, and Acrobat Reader to create content, collaborate across media and devices, and measure and optimize it over time.
    Adobe has more than 21,000 employees around the world and has spent the 2010s watching its stock prices skyrocket. If you know someone who works in graphic design or digital publishing, chances are, you know someone who relies on Adobe products to get their work done and shared with the world.
    The company is a perfect example of adapting to the shift from on-premises software to a subscription cloud model.

    11) Buffer

    • Headquarters: San Francisco, California
    • Type: Private Company
    • CEO: Joel Gascoigne

    Buffer is a social media management tool that offers businesses the ability to save time with content posting.
    It provides a calendar and a future scheduling feature, which allows employees to find the social content needed at one time.
    They can then add it all to Buffer and choose the dates and times for when each piece of content will post, automatically, to specific social sites.
    Posts on social media are then spread out and ready to go, with Buffer.

    12) Constant Contact

    • Headquarters: Waltham, Massachusetts
    • Type: Private Company
    • CEO: Jeff Fox (Constant Contact is a subsidiary of Endurance International Group)

    Constant Contact is an email marketing platform that provides businesses with email, social media, and event marketing tools. Users can automate their email marketing campaigns and conduct mass outreach to prospects and customers with built-in tracking and insights.
    A favorite of small businesses and startups, Constant Contact is a powerful digital marketing solution that gives your business everything it needs to get buyers’ attention, spark their interest, create desire, and inspire action.

    13) Cvent

    • Headquarters: Mclean, Virginia
    • Type: Private Company
    • CEO: Reggie Aggarwal

    Cvent is a cloud-based enterprise event management platform. As an online event organizing solution for small businesses, Cvent offers users the ability to manage online guest registration, market their events, and process payments.
    The company has had an eventful 2010s, acquiring numerous high-growth companies in its space such as DoubleDutch, Social Tables, and more to create one of the most robust event management platforms on the market. Cvent is worth a look for anyone running event marketing, so give it a look.

    14) Drift

    • Headquarters: Boston, Massachusetts
    • Type: Private Company
    • CEO: David Cancel

    Drift is a conversational marketing platform that helps sales reps focus their time on quality conversations with warm prospects while creating a frictionless buyer’s journey for customers.
    The purpose of Drift is to move businesses away from traditional, cumbersome marketing tactics and into conversational marketing, where sales reps can quickly launch conversations with prospects and convert them into customers.
    With Drift added to your business website, you can generate bot-qualified leads. Instead of spending weeks trying to manually qualify a lead, you can now connect with your buyers in real-time, speeding up the qualification process.

    15) Eventbrite

    • Headquarters: San Francisco, California
    • Type: Public Company
    • CEO: Julia Hartz

    Eventbrite is an event technology platform that offers businesses ways to find, create, and set up events.
    Founded in 2006 and employing over 1,200 employees worldwide, Eventbrite is a place where businesses can sell event tickets online and discover a wide array of events worth attending.
    With its assortment of tools and apps, Eventbrite provides businesses everything it needs to become a part of the “event community.”

    16) Hootsuite

    • Headquarters: Vancouver, British Columbia, Canada
    • Type: Private Company
    • CEO: Ryan Holmes

    Hootsuite is a social media management platform that offers businesses and individuals the ability to manage their social media programs across multiple social networks from one integrated dashboard.
    The pioneers in social media automation are a favorite of small businesses and enterprise companies alike, offering everything you need to run multi-channel social media programs like a pro at a highly reasonable cost. See why Hootsuite is considered a must-have for social media managers around the world.

    17) HubSpot

    • Headquarters: Boston, Massachusetts
    • Type: Public Company
    • CEO: Brian Halligan

    HubSpot brought inbound marketing to the mainstream in the 2010s, creating a massive following and building out a fully-integrated marketing automation platform, CRM, and sales hub for companies of all shapes and sizes.
    The company employs over 4,000 people and has sparked a new generation of digital marketing professionals who rely on content, digital channels, and an integrated sales and marketing funnel to capture new market share.

    18) MailChimp

    • Headquarters: Atlanta, Georgia
    • Type: Private Company
    • CEO: Ben Chestnut

    The granddaddy of all email marketing platforms, MailChimp is a marketing automation platform that is used to send marketing emails and automated messages, as well as to create targeted campaigns.
    Renowned for its ease-of-use and integration capabilities with other SaaS platforms, MailChimp is a fan favorite of startups and enterprise companies alike. At nearly 20 years old, the company is going as strong as ever, continuing to roll out new features and surprise and delight its massive customer base.

    19) Marketo

    • Headquarters: San Mateo, California
    • Type: Delisted
    • CEO: Shantanu Narayen (Marketo is a subsidiary of Adobe)

    Marketo is a marketing automation software that offers users inbound marketing, social marketing, Customer Relationship Management (CRM), and other related services. Acquired by Adobe in 2018, Marketo is built for marketers, by marketers and is setting the innovation agenda for marketing technology. Headquartered in San Mateo, CA, with offices around the world, Marketo serves as a strategic partner to large enterprises and fast-growing startups across a variety of industries.

    20) Terminus

    • Headquarters: Atlanta, Georgia
    • Type: Private Company
    • CEO: Tim Kopp

    Terminus is an account based-marketing platform (ABM) that produces demand, increases pipeline efficiency, expands existing accounts, drives revenue, and measures business success.
    Founded in 2014, Terminus quickly shot to the top of the ABM movement, spearheading a new set of software platforms aimed at synergizing the customer acquisition process for large accounts. If your sales team hunts for big deals, give Terminus a look and see what it can do for your business.

    Sales Tools

    21) Chorus

    • Headquarters: San Francisco, California
    • Type: Private Company
    • CEO: Roy Raanani

    Chorus is a conversation intelligence cloud platform that is helping businesses take the guesswork out of selling and making it 10X easier to build top sales and revenue teams.
    The platform assists sales reps by securely capturing, storing, and analyzing team calls and meetings, offering data-driven insights on the language that buyers prefer, among other things.
    At a high level, Chorus enables businesses to learn from their teams’ conversations to provide better experiences for their customers. It’s like having Moneyball for your sales force.

    22) ZoomInfo

    • Headquarters: Vancouver, WA
    • Type: Private Company
    • CEO: Henry Schuck

    ZoomInfo is the kingpin in sales and marketing intelligence, offering the world’s most powerful platform for gaining company and individual contact data for sales and marketing outreach.
    ZoomInfo’s customer information is fresh, accurate, and continuously being updated and further enriched with additional data points, to assist businesses in identifying prospects.
    Fresh off acquisitions of ZoonInfo, RainKing, and other customer data providers, DiscoverOrg gives businesses the ability to create personalized, meaningful interactions from the first touch to a closed deal.

    23) DocuSign

    • Headquarters: San Francisco, California
    • Type: Public Company
    • CEO: Dan Springer

    The undisputed leader in eSignature platforms,  DocuSign is a cloud-based electronic signature software that makes it dead simple for users to sign and collaborate on legal documents online. No matter the location, you can quickly and easily electronically sign your name on the dotted line.
    DocuSign has had a banner decade, going public in 2018 and appearing in the Top 5 of Forbes Cloud 100 list multiple times. At one point, Business Insider reported that a staggering 90% of Fortune 500 companies used DocuSign. That’s the definition of industry dominance, and it’s earned DocuSign a spot on this list.

    24) Gong

    • Headquarters: New York, New York
    • Type: Private Company
    • CEO: Amit Bendov

    Gong is a conversation intelligence tool that gives sales teams unprecedented insight into how buyers and prospects are responding to their messaging and demos.
    Used to improve sales rep performance, Gong provides powerful insight into customer conversations, pulling back the curtain on what your best reps are doing to hold meaningful, winning demos and meetings.
    Gong is like equipping your sales team with the world’s best data-driven coach – complete with game film and statistical insights on team performance.

    25) Outreach

    • Headquarters: Seattle, Washington
    • Type: Private Company
    • CEO: Manny Medina

    Outreach is a sales engagement platform that offers businesses the ability to track sales activities and to engage with prospects.
    Since bursting onto the scene in 2014, Outreach has changed the landscape of sales engagement, removing the need for multiple tools and replacing them with a single powerful platform for connecting with customers.
    Outreach helps businesses become more efficient and productive to reach desired goals. Get Outreach for your sales force and see how it enhances employee workflows, helps sales operations run smoother, and creates better conditions for closing deals.

    26) Salesforce

    • Headquarters: San Francisco, California
    • Type: Public Company
    • CEO: Marc Benioff

    The heavyweight champions of CRM, Salesforce brought Customer Relationship Management to the mainstream in the 2010s, holding the highest market share in all of CRM and employing more than 40,000 people the world over. Salesforce took on the incumbent Oracle with tenacity and ferociousness and was victorious.
    Known for its innovative AppExchange, Trailblazer online community, and annual Dreamforce conference, Salesforce set the path for what CRMs could be, and just celebrated its 21st birthday this month. Have a drink on Salesforce and the benefits it brought to sales organizations the world over.

    27) Xactly

    Xactly is a sales performance management and incentive compensation company that offers accurate, rapid, and impactful performance management and analysis tools on a completely cloud-delivered platform.
    Founded in 2005, Xactly has impacted the sales performance management space more than any other platform over the 2010s. The company now houses over 700 employees and thousands of customers around the world. If your sales force needs help with performance management and compensation, give Xactly a look.

    Workflow Automation Tools

    28) Zapier

    • Headquarters: San Francisco, California
    • Type: Private Company
    • CEO: Wade Foster

    Discovering Zapier is like a beautiful rite of passage in the world of SaaS operators – especially those who work in sales and marketing ops. Zapier is a tool that allows businesses to integrate tools and automate workflows. It connects with thousands of apps to make work easier. As the company’s tagline says, “Zapier makes you happier!”
    Zapier enables businesses and their employees to enrich their work processes with built-in apps they already know and use. Want to auto-route new leads from a Google Sheet into your CRM? Zapier can do that. Want to auto-post a new blog post to your social media feed? Zapier’s got your back. Need to log an email in Asana or Trello? Yup, Zapier can do that, too. Stop doing redundant, mindless, manual work. Leave that up to Zapier.
    The company recently surpassed 2000 integrations on their platform, which is no small feat. The capabilities are endless with Zapier.

    29) Citrix

    • Headquarters: Fort Lauderdale, Florida
    • Type: Public Company
    • CEO: David Henshall

    A true powerhouse in the world of SaaS, Citrix was founded more than 30 years ago in the unlikely location of Fort Lauderdale, Florida, and is still going as strong as ever. The multinational software company was one of the first to bring productivity, collaboration, mobile, and networking functions into the cloud – and holds powerful partnerships with just about every major SaaS company out there – from Google Cloud to Amazon Web Services to Microsoft.
    Cheers to another three decades of Citrix unifying workplace productivity for the greater good.

    30) Evernote

    • Headquarters: Redwood City, California
    • Type: Private Company
    • CEO: Ian Small

    A true innovator in the world of SaaS productivity platforms, Evernote is a note-taking app that keeps employees organized and on task.
    Evernote was founded on a simple premise: when tasks are written down, arranged, and tracked, it is much easier for employees to get more work done. Since its founding in 2008, the company has delivered on that promise and then some – offering employees a single powerful application for organizing their thoughts, publishing documents, collaborating, and more.
    To ensure projects are not overlooked, Evernote provides businesses with the ability to capture and prioritize ideas, projects, and to-do lists. See why everyone from developers to marketers love Evernote.

    31) Google

    • Headquarters: Mountainview, California
    • Type: Public Company
    • CEO: Sundar Pichai

    It feels silly and reductive to even attempt a capsule writeup explaining Google’s impact on the SaaS world. But let’s give it a whirl.
    Beyond its search engine, Google specializes in internet services and products which range from online advertising technologies to Google Analytics and G Suite, one of the most powerful and user-friendly business collaboration tools on the market. Heck, this article was initially written on a Google Doc. If you have never had the pleasure of using a G Suite product, do yourself a favor and give it a try ASAP.

    32) Grammarly

    • Headquarters: San Francisco, California
    • Type: Private Company
    • CEO: Brad Hoover

    A godsend to editors, writers, Grammarly is a spelling and grammar checking tool that assists businesses with writing clear and concise documents.
    Employees can send error-free emails with the use of Grammarly. It is a tool that scans information added to it or via its add-ons to improve employees’ written skills and communication. The company has gone beyond the typical online app with live editing within your keyboard on your smartphone, too.
    Grammarly is a classic example of a tool whose premise – while simple at heart – is so universally applicable and beneficial that it truly qualifies as a must-have. Get your team using Grammarly and never worry again about error-fraught emails, articles, and memos.

    33) Microsoft

    • Headquarters: Redmond, Washington
    • Type: Public Company
    • CEO: Satya Nadella

    Here’s a little company that you might have heard of. Sure, you know Microsoft for its contributions to the world of computing such as Windows, Word, and Excel throughout the decades. But did you know that Microsoft is also one of the fastest-growing SaaS companies on the planet?
    Microsoft spent the 2010s building a spectacular set of tools into its SaaS platforms like Office 365 and Azure, which thousands of companies rely on for collaboration, productivity, and hosting. You can’t go wrong with one of the most trusted technology companies of all-time (and the world’s largest software company as of 2019).
    Expect further growth and innovation to keep Amazon and IBM at arm’s length.

    Upgrade to the one platform that consolidates many apps
    and delivers a better customer experience.

    34) Oracle

    • Headquarters: Redwood Shores, California
    • Type: Public Company
    • CEO: Safra Catz

    The world’s second-largest software company, Oracle is a bona fide cloud computing giant, offering a comprehensive and fully integrated stack of cloud applications and platform services. Its database software, Oracle Database, is the number one RMDBS on the planet ahead of contemporaries Microsoft, IBM, SAP, and Teradata.
    In an ocean full of whales, Oracle remains a true kingpin, with decades of clout under its belt and one of the largest, oldest, and most loyal customer bases in all of SaaS.

    35) ServiceNow

    • Headquarters: Santa Clara, California
    • Type: Public Company
    • CEO: Bill McDermott

    Over 80% of the Fortune 500 uses ServiceNow to manage IT workflows and define, structure, manage, and automate services for enterprise operations. Whether you’re planning sprints, enriching internal data, or improving incident management, ServiceNow’s robust, comprehensive platform has the ability to make your life 10X easier.
    The 2010s were boom times for the Santa Clara-based company. In 2017, ServiceNow became the fastest-growing enterprise software company with more than $1B in revenue – no small feat considering who it was competing against.

    36) VMWare

    • Headquarters: Palo Alto, California
    • Type: Public Company
    • CEO: Pat Gelsinger

    Over 20 years old and boasting over 24,000 employees, VMWare is a true leader in the virtualization software space. A pioneer in the cloud infrastructure and IT management space, VMWare helps businesses securely access the apps and data they need, from anywhere.
    The company spent the 2010s continuing to set the bar for enterprise SaaS companies, distinguishing itself in terms of innovation (the company has made early forays into IoT and Blockchain products in addition to its traditional platforms) and workplace culture VMWare is regularly named a Best Place to Work and ranks high in employee compensation metrics.

    37) Atlassian

    The SaaS wunderkinder from Down Under, Atlassian have changed the way companies collaborate, manage projects, and get things done for the better over the 2010s. Before Slack, there was Atlassian HipChat. Before Trello and Asana, there was JIRA. Before Guru, there was Confluence.
    How did Atlassian reach a billion in revenue without an enterprise sales team? Simple. By creating extremely user-friendly collaboration software for business teams with products including JIRA, Confluence, HipChat, Bitbucket, and Stash. Check them out and see what all the hype is about.

    Data Analytics Tools

    38) Mixpanel

    • Headquarters: San Francisco, California
    • Type: Private Company
    • CEO: Amir Movafaghi

    Mixpanel is a product and user behavior tool that lets businesses analyze, measure, and improve the customer experience across websites and apps making it a must-have for marketers and developers alike.
    Quickly identify trends and set business goals based off of the data collected by Mixpanel. Learn the truth about how your website and application are performing using Mixpanel data. Mixpanel lets you stop guessing and start using data to see the light – a beautiful thing for anyone who is looking to generate happy customers, more revenue, and a better product or service.

    39) New Relic

    • Headquarters: San Francisco, California
    • Type: Public Company
    • CEO: Lew Cirne

    A fan favorite in the SaaS world for dev ops teams, New Relic is a software analytics and application performance management solution. Users can track changes across all entities to uncover the root causes of any issue and to solve them quicker.
    This insightful information offers users the ability to develop and build smarter applications. See why web developers swear by New Relic for objective reporting and performance analysis.

    40) Okta

    • Headquarters: San Francisco, California
    • Type: Public Company
    • CEO: Todd McKinnon

    Okta is an identity and access management software that enables organizations to both secure and manage their extended enterprise, transforming customers’ experiences and connecting the right people with the right technologies at the right time.
    Security became more paramount than ever in the 2010s, and Okta is leading the way in creating safe, secure applications for businesses to run on. More than multi-factor authentication, Okta provides administrators fine-grained control employee and data security.

    41) Pendo

    • Headquarters: Raleigh, North Carolina
    • Type: Private Company
    • CEO: Todd Olson

    Pendo is a product cloud tool that helps businesses create better customer experiences with their products. With no coding required, businesses can collect, track, and analyze user activity, allowing them to evolve and meet customer needs in the best way possible.
    Pendo offers tools like feedback surveys to develop useful products that deliver amazing results. Whether you’re looking to improve product adoption, customer loyalty, or team innovation, Pendo is a great option for you and your team.

    42) Qualtrics

    • Headquarters: Provo, Utah
    • Type: Private Company
    • CEO: Ryan Smith

    The mother of all survey platforms, Qualtrics is an experience management company that offers a single system of record for all experience data. Qualtrics surveys give you the ability to gather valuable information to improve customer, product, employee, and brand experiences.
    Launched in 2002, the Provo-based company took the business world by storm in the 2010s, leading to a 2018 acquisition by the next company on this list. Check out Qualtrics for your business and get the insights you need to become a better business.

    43) SAP

    A global stalwart of the technology industry, SAP is a business application and technology solutions that help owners digitize their business. The company spent the 2010s making aggressive moves into SaaS, acquiring SuccessFactors, Concur, Callidus Cloud, Gigya and Qualtrics for tens of billions of dollars.
    Over 425,000 businesses in 180 countries use SAP to help drive their business. Nearly five decades after its founding, SAP shows no signs of slowing down.

    44) Segment

    • Headquarters: San Francisco, California
    • Type: Private Company
    • CEO: Peter Reinhart

    Segment unifies the data floating across your disparate apps and platforms to create one seamless hub for all the relevant data your company needs. What initially started as a tag manager for website tracking—before Google launched Tag Manager—it has become so much more.
    In today’s app overload world, the impact of this simple premise is game-changing for data-driven companies. Segment provides customer data infrastructure that businesses use to achieve a common understanding of their prospects, customers, and app users – empowering them to use data to create customer-first decisions and experiences.
    First launched in 2012, Segment has exploded into a SaaS industry leader employing over 500 people and helpings thousands of businesses use data to make better decisions.

    45) Splunk

    • Headquarters: San Francisco, California
    • Type: Public Company
    • CEO: Doug Merritt

    As of May 2019, 90% of Fortune 100 companies used Splunk to help machine-generated data analysis and search. The data analytics juggernaut specializes in application management, security, and compliance, providing businesses with advanced web analytics and data collection.
    The company is admired by developers and systems administrators for its beastly performance for slicing and dicing log files and data. The company’s mission, bring data to everything, offers insane value for just about any company. See what Splunk can do for your business.

    46) SurveyMonkey

    • Headquarters: San Francisco, California
    • Type: Public Company
    • CEO: Zander Lurie

    SurveyMonkey is a cloud-based survey tool you use to manage people-driven data. An early forerunner in the survey space, SurveyMonkey allows you to create surveys and collaborate on them with team members. Whether you’re looking to gain customer feedback or perform market research, SurveyMonkey has you covered.
    See why millions around the world have participated in a survey run by SurveyMonkey.

    47) Tableau

    • Headquarters: Seattle, Washington
    • Type: Public Company
    • CEO: Adam Selipsky

    A true giant in the business intelligence space, Tableau is a data visualization company that offers businesses the ability to see and analyze their most valuable asset, their data. The company spent the 2010s setting the standard for business intelligence tools, before becoming purchased by Salesforce at the end of the decade.
    If your business thrives on big data, you’ll love Tableau.

    48) UserTesting

    • Headquarters: San Francisco, California
    • Type: Private Company
    • CEO: Andy MacMillan

    UserTesting is a human insight platform that gives businesses a more in-depth look at the customer experience – via deep analytics, live surveys, and videos.
    The benefits of UserTesting are immense – using a variety of functions, businesses can locate areas of their customer experience that need improvement, execute changes, and track the results.
    If a business is looking to find out whether or not they are customer-centric and empathetic enough, UserTesting can help you. See why over half of the Fortune 100 relies on UserTesting to maximize their customer experiences.

    Human Resources

    49) BambooHR

    A rising star in the HR space, BambooHR is a software company that gathers and organizes information that comes from the employment lifecycle of each employee.
    The data BambooHR gathers about your employee experience has wide-ranging applications within your company. Businesses can use BambooHR data to assess and improve hiring, onboarding, or culture-building processes.
    On balance, BambooHR’s software offers businesses the ability to hire productive employees and to structure collaborative teams who are driven to produce great things, which is a worthy goal for any company looking to grow.

    50) Cornerstone OnDemand

    • Headquarters: Santa Monica, California
    • Type: Public Company
    • CEO: Adam Miller

    One of the pillars of HR software, Cornerstone OnDemand is a cloud-based learning and talent management software. The system provides recruitment, training, management, and collaboration solutions for all business sizes.
    The scope of Cornerstone’s applications is immense – covering learning, talent management, and employee experience. The platform gives HR leaders a powerful tool for getting the maximum value out of their talent.

    51) Glassdoor

    Democratizing the employee experience is the mission of Glassdoor. The company has grown to prominence by offering an online job and career community which enables employees and employers to find the most suitable job and talent for each posting.
    One of the most innovative aspects of Glassdoor is its review functionality, which offers current and former employees the ability to anonymously review companies and their management. By bridging the gap between internal company culture and external job candidates, Glassdoor provides the insight needed for effective recruitment and employment.
    The company also compiles the best employers in the nation and announces it every year. It’s no surprise that Nextiva was ranked #64 in the United States for 2020.

    52) WorkDay

    • Headquarters: Pleasanton, California
    • Type: Public Company
    • CEO: Aneel Bhusri

    It’s been an incredible run for WorkDay since its founding in 2005. The HR giant employs over 12,000 people and gives businesses a single system for finance, HR, and planning. Whether you’re looking for a human resource hub, a better way to manage payroll, or an integrated people and financial management platform, WorkDay has what you need to work better.
    The platform makes it easy for users to execute core tasks like candidate management, employee training, payroll, and more and is relied upon by thousands of the world’s top companies.

    Finance & Accounting

    53) ADP

    Looking to simplify HR and payroll? Automatic Data Processing (ADP) has been helping companies to do just that for over 70 years. Since transitioning its core offering into human resources management software, ADP has continued to be a market leader in the finance and accounting space, making it dead simple to do basic payroll, comply with federal regulations like the Affordable Care Act (ACA), and manage employees across borders.
    ADP currently employs over 60,000 people, which makes it larger than many state universities, and shows no sign of slowing down.

    54) Gusto

    • Headquarters: San Francisco, CA
    • Type: Private Company
    • CEO: Josh Reeves

    Gusto burst onto the tech scene in 2011 with a simple-yet-pivotal vision: make payroll, benefits, and HR software geared towards small businesses and startups. The market has responded.
    Gusto now employs over 1,100 people and helps more than 100,000 small businesses perform payroll, provide benefits, and keep their teams happy. The beauty of Gusto lies in its simple, elegant UI—the antithesis of clunky financial software of yore. So easy that any business owner can use it, so integral that your company can’t live without it, and priced accordingly for small business – Gusto is setting the tone for payroll and benefits software companies in the 2020s.

    55) Intuit

    • Headquarters: Mountainview, California
    • Type: Public Company
    • CEO: Sasan Goodarzi

    There’s a 99.999% chance that you or someone you know has used an Intuit product in the last year. The makers of leading financial applications TurboTax, Quickbooks, and Mint have been setting the bar for financial software companies since their founding nearly 40 years ago.
    Intuit’s products span financial, accounting, and tax preparation software. Whether you’re an individual, a business owner, or a financial professional, chances are you rely on Intuit products to make your life easier and keep your finances in order. You can add using Intuit products as one of the three certainties in life, death and, yup, taxes.

    56) Square

    • Headquarters: San Francisco, California
    • Type: Public Company
    • CEO: Jack Dorsey

    Every business needs to be able to do things – accept payments from customers and pay their employees. Since its founding at the turn of the previous decade, Square has been on a mission to make those two crucial components of business simple and – dare we say – even enjoyable.
    Square is a mobile payment solution that offers businesses the ability to get paid via debit and credit card payments, mobile devices, invoices, desktops, and websites. Whether you’re looking to get paid via the point-of-sale system, invoicing, or online store, Square has you covered.
    The CEO’s side job is running Twitter, so it’s safe to say he understands startups and cloud computing more than most SaaS founders.

    57) Stripe

    • Headquarters: San Francisco, California
    • Type: Private Company
    • CEO: Patrick Collison

    Entire industries have been built on SaaS payment pioneers, Stripe. Ridesharing companies Lyft and Uber? Proud Stripe clients. Food Delivery companies like DoorDash and Postmates? Also Stripe clients.
    Unlike Square, Stripe’s focus was serving developers with tools to make payment processing easy in their applications.
    Stripe is a global technology company that builds economic infrastructure for the internet. Businesses use the software to accept online payments and run complex global operations. So the next time you take an Uber from the airport or order dinner via Postmates – thank Stripe. See what the online payments juggernaut can do for your business.

    58) Zuora

    • Headquarters: San Mateo, California
    • Type: Public Company
    • CEO: Tien Tzuo

    Countless traditional businesses have switched to a subscription model with the help of Zuora. The 2010s were boom times for the subscription economy – and Zuora was powering industry stalwarts like Ford, Fender, and the Guardian into brave new eras of subscription-based business models and recurring revenue.
    Zuora helps companies offer subscription billing models to customers via their cloud-based invoicing software. Designed for enterprises, Zuora offers applications that are designed to automate recurring billing, collections, quoting, revenue recognition, and subscription metrics.
    If you’re considering switching to a subscription-based revenue model, look no further than Zuora.

    Project Management Tools

    59) Airtable

    • Headquarters: San Francisco, California
    • Type: Private Company
    • CEO: Howie Liu

    Airtable is every project management software on steroids. Unbelievably robust, fun-to-use, and flexible, Airtable is rapidly replacing traditional spreadsheets, databases, and project management tools with an uber-customizable platform that can be used by virtually anyone for any purpose.
    Looking to collaborate on projects? Create a customer database? Map timelines? Organize your content calendar? AirTable makes it seamless and visual, offering a ton of apps, integrations, calendars, content sharing, configuration, and group sorting capabilities.
    The end result: Businesses have the freedom to arrange work and projects in ways that best suit their processes. Plus, AirTable comes with a ton of awesome templates to kickstart your usage.

    60) Asana

    • Headquarters: San Francisco, California
    • Type: Private Company
    • CEO: Dustin Moskovitz

    A rising star in the world of project management, Asana is a work management platform that helps businesses assign and track tasks, keep employees organized, and ensure projects get completed on time.
    The platform offers a smooth workflow where tasks can be easily transferred from employee to employee without any extra tools or hassles. Businesses can easily manage their employee’s projects and productivity.
    The 2010s was a boom time for Asana – and anyone looking to create a team that is task-oriented and results-driven.

    61) Basecamp

    • Headquarters: Chicago, Illinois
    • Type: Private Company
    • CEO: Jason Fried

    A favorite of graphic designers and developers, Basecamp is a highly-visual project management tool that offers a private, secure space online where people working together can organize and discuss various projects.
    Over 3.3 million people use Basecamp to collaborate on projects and get things done. See what makes the platform so popular and check out the project management tool for yourself.

    62) Box

    • Headquarters: Redwood City, California
    • Type: Public Company
    • CEO: Aaron Levie

    Cloud content management is dead simple with Box, one of the first pioneers in online file sharing and cloud content management services. Box enables businesses to create, collaborate, and disseminate content safely and securely.
    Boasting major clients such as GE and FICO, plus over 1,400 integration partners, Box gives you total control and power over your content, offering unlimited storage, custom branding, and administrative controls in addition to a host of other great features.

    63) Dropbox

    • Headquarters: San Francisco, California
    • Type: Public Company
    • CEO: Drew Houston

    Dropbox has been making the world safe for file hosting and content collaboration since 2007, giving businesses the ability to seamlessly create and share content on one digital workspace. The platform offers massive benefits for anyone working in graphic design, legal, finance, content marketing, or project management, allowing users to safely and securely share key documents without worry.
    Whether you’re looking to back up files, sign documents, or push a project to completion, Dropbox has the tools you need to get the job done. Take a free test drive of the platform and see how your productivity improves with the help of Dropbox.

    64) LucidChart

    • Headquarters: South Jordan, Utah
    • Type: Private Company
    • CEO: Karl Sun

    Visual tools, like diagrams, can be an effective teaching method to learn about sales processes and workflows, plus more. Thanks to the folks at Lucid, it is becoming easier than ever to craft and share visual depictions of your workflows, organizational charts, and processes.
    The company’s signature tool, LucidChart, is an online diagram and visual solution businesses use to ensure employees and teams are on the same page with diagrams. Businesses can make diagrams and collaborate and communicate with their teams anytime, anywhere with Lucid. If you need help outlining your processes visually, give Lucid a look.

    65) Monday.com

    • Headquarters: San Francisco, California
    • Type: Private Company
    • CEO: Roy Mann

    A relative newcomer to the project management space, Monday.com is a team management platform offering businesses the ability to plan projects and to keep employees aligned with goals. The platform allows everyone to see work changes and gives a clear overview of what everyone needs to do.
    Using Monday.com, businesses can easily keep track of who is doing what, its progress, and the date of completion. Monday.com provides teams with the tools necessary for creating effective collaboration and meeting deadlines.

    Website Content

    66) GitHub

    • Headquarters: San Francisco, California
    • Type: Private Company
    • CEO: Nat Friedman (GitHub is a subsidiary of Microsoft)

    The province of world-class web developers, Github is an open-source version control service that enables users to create public or private repositories — allowing other users to copy, share, manage, and store versions and revisions of a project.
    Sounds nerdy, huh? The numbers aren’t. Microsoft acquired GitHub for $7.5 billion, which is impressive no matter how you look at it. In terms of sheer volume, the number of users and companies relying on GitHub is staggering.
    Over 40 million developers and 2.1 million companies use GitHub to help develop projects. The company’s innovative App marketplace and API integrations ensure maximum functionality and allow the platform to work seamlessly among your other platforms. You may not know GitHub, but your developers sure do.

    67) Medium

    • Headquarters: San Francisco, California
    • Type: Private Company
    • CEO: Evan Williams

    In a decade when everyone started publishing content online, Medium broke new ground and blazed its own territory as a content publishing hub. The company created the world’s first online publishing platform that allows businesses to connect with insightful writers and storytellers.
    As one of the co-founders of Twitter, Williams has a deep appreciation for user-generated content. At the turn of the decade, Medium is a trusted place where business employees can read and write stories to share with their audiences.
    Workers can learn new information from others across the globe or write useful blog-style posts to share. The company also publishes excellent digests that send readers tailored picks of the best content for them.

    68) Prezi

    • Headquarters: San Francisco, California
    • Type: Private Company
    • CEO: Peter Arvai

    Known as the cure for “Death-by-Powerpoint,” Prezi is a presentation software businesses used to share information with groups of all sizes in a wonderfully immersive and flexible format.
    Prezi makes the presentation process easier, more collaborative, more data-driven, and more customizable, allowing creators the ability to build multimedia presentations with non-linear formatting, so they can tell stories instead of just jumping from one slide to the next.
    Share useful data and charts with a presentation style that will take your business to the next level, using Prezi.

    69) Shopify

    • Headquarters: Ottawa, Ontario, Canada
    • Type: Public Company
    • CEO: Tobias Lutke

    Thanks to Shopify, it’s literally never been easier to build a business, find customers, and sell them your products. The cloud-based commerce platform is the force behind the eCommerce revolution of the 2010s, offering its users the ability to design, set up, and manage their stores across multiple sales channels.
    Used across 175 countries, Shopify enjoys one of the most loyal and vocal customer bases on the planet. It’s a small wonder given the numbers that Shopify users show from using the product – one study in 2018 found that the exports of businesses using Shopify are nearly 7X the rate of the market average.
    If you’re looking to join the eCommerce movement, Shopify is your starting point.

    70) Squarespace

    Need to build a website, but have zero web design or development experience? Fret not. Squarespace has your back.
    Over a million websites have been built using Squarespace. The Squarespace platform offers businesses the ability to build expert style websites without the hassle of coding. Employees and teams can also choose to stand out with a professional website, portfolio, or online store.
    For anyone looking to build a great-looking website quickly, Squarespace is an all-in-one platform with everything you need to run and grow a business website.

    71) Unbounce

    • Headquarters: Vancouver, British Columbia, Canada
    • Type: Private Company
    • CEO: Rick Perrault

    Since 2009, Unbounce has been bringing data insights and scientific rigor to the art of website and landing page building. A conversion rate optimizer’s best friend, Unbounce remains one of the most robust landing page builders and conversion platforms on the market. It’s an invaluable resource for helping businesses with their marketing efforts.
    Looking to convert more leads from your advertising dollars into sales? Use Unbounce. Need to create new landing pages, pop-ups, and sticky bars to grow your business? Use Unbounce. Want to A/B test new messaging for your company? You guessed it, use Unbounce.
    Give the king of landing page builders a whirl and see what it can do for your conversion rates and your bottom line.

    72) Vimeo

    • Headquarters: New York, New York
    • Type: Private Company
    • CEO: Anaji Sud

    The 2010s were a banner year for online videos. For those who were responsible for creating, distributing, embedding, and analyzing those videos, Vimeo was a must-have. Admired by filmmakers and videographers for its quality and prosumer features, it’s a premium alternative to YouTube.
    The all-in-one hosting, sharing, and streaming video platform grew by leaps and bounds over the course of the 2010s, offering a fast, customizable, high-quality, and easily embeddable ad-free video player for businesses and individuals.
    As video continues to proliferate in the 2020s, expect more major moves from Vimeo in the decade ahead.

    73) Wistia

    • Headquarters: Cambridge, Massachusetts
    • Type: Private Company
    • CEO: Chris Savage

    Wistia is a video hosting platform that offers businesses video hosting, creation, and editing solutions that make it dead simple for creators to produce new videos, house them in one central location and track views, engagement rate, and conversions.
    Previously, companies had one choice, Brightcove, but that was cost-prohibitive and difficult to use for most small businesses.
    Despite YouTube’s rise in popularity, it wasn’t ever optimal for commercial use. This is where Wistia comes into play. For businesses that want to generate leads, track consumption, and so much more, Wistia is a perfect fit.

    74) Wix

    • Headquarters: Tel Aviv, Tel Aviv, Israel
    • Type: Public Company
    • CEO: Abrahami Avishai

    Wix hosts a whopping 160 million websites —yes, you read that number right. A rising star in the website development space, Wix is a cloud-based web development platform that gives users everything they need to create high-converting eCommerce sites, beautiful portfolio pages, slick and professional company websites.
    With Wix, you can choose from hundreds of templates for your site and have unlimited pages. The platform is perfect for novice website developers looking to make their first site – in other words, 95% of you reading this article. Give Wix a look and upgrade your business’s digital storefront.

    75) Automattic

    • Headquarters: San Francisco, California
    • Type: Private Company
    • CEO: Matt Mullenweg (Founder of WordPress)

    The undisputed heavyweight champion of website development and online publishing, WordPress is an open-source web publishing software where users can create a website or blog, then supercharge it with dozens of plugins and themes. WordPress powers 35% of the entire internet. Wow!

    76) Cincopa

    Powerful digital asset management, Cincopa has really made a name for itself in terms of video hosting and management. Offering a variety of lead generating features, such as on-video forms, CTAs, chapters, and annotations, Cincopa empowers modern companies to untap their videos’ true business potential.

    With its free Chrome extension, RecTrace, you can record yourself, your screen or both and send out to-the-point, personalized videos to leads and customers.

    Honorable Mention: CloudApp

    • Headquarters: San Francisco, California
    • Type: Private Company
    • CEO: Scott Smith

    Our Honorable Mention company, CloudApp, is one of the rising stars in the enterprise content creation space. CloudApp makes it dead simple to create instantly shareable GIFs, videos, and personalized messages using their simple-yet-robust screen capture, editing, and analytics tools.
    Record and share images and videos, collaborate on projects and communicate more easily and powerfully using CloudApp.


    These tools are meant to make your business stronger, effective, and focused.
    When your team’s equipped with the right tools, they can spend more time where they are needed most — with the customer.

    2020 State of Business Communication Report:
    Key trends and insights from over 1,000 professionals.

    ABOUT THE AUTHOR

    Eric Siu

    Eric Siu is the CEO of digital marketing agency Single Grain, which has worked with companies such as Amazon, Uber, and Salesforce to help them acquire more customers. He also hosts two podcasts: Marketing School with Neil Patel and Growth Everywhere, an entrepreneurial podcast where he dissects growth levers that help businesses scale.

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    Gaetano DiNardi

    After nearly 12 years of increasing office space to accommodate our growth, we’re thrilled to have broken ground on our brand new global headquarters this past October.
    This morning, we held a topping off ceremony to celebrate the building of our new campus, which will house hundreds of new team members, inspire innovation, and promote Arizona as a state-of-the-art center for advanced technology.
    Our leadership team was joined by government officials—including Arizona Governor Doug Ducey—as well as members of the media, Arizona business leaders, and tribal community officials at the Scottsdale site for a memorable kickoff.
    The morning began with remarks from Nextiva’s co-founder and CEO Tomas Gorny and Governor Doug Ducey.
    “Today’s event is an exciting step for Nextiva and the technology sector in Arizona,” said Governor Doug Ducey. “We are proud to see Arizona-based companies like Nextiva grow and thrive, bringing more jobs and investment to our state and helping make Arizona a top ten state for tech and innovation.”
    Nextiva Co-Founders and Governor Doug Ducey Sign Iron Beam for New Office in Scottsdale

    A milestone in Nextiva’s growth

    Today’s event marked an important milestone for all of us at Nextiva.
    Back in 2008 when we welcomed our first customer, Nextiva’s team consisted of less than ten people. As Nextiva’s customer base grew along with the demand for our products, we soon began to hire team members like crazy and needed additional space.
    We expanded to other offices, but knew deep down that a modern campus that invites fresh and creative thinking was what we really needed. We’re thrilled that the construction of this campus is underway; we are expecting to move in early 2021.

    A look inside the new HQ

    The new, three-story campus will be the future home of innovation in Arizona.
    It will encompass more than 100,000 square feet and will allow us to serve our rapidly-expanding customer base and workforce, which currently includes more than 1,000 team members worldwide. And, importantly, it will further root Nextiva in Arizona.
    Our vision is to create a workspace where our team feels at home, has room to grow, and feels inspired to collaborate on the next generation of Nextiva’s products.
    Nextiva's XBert Shows Off New Office Building Under Construction
    Nextiva is a people-first company and we’re dedicated to powering human connections. It’s been our vision to create a space that feels like home and puts our team first. The new campus will reflect the vision and culture of our company and will feel like Nextiva from the minute you step inside. It will be a functional, beautiful, and inviting space where we’re excited to put down our roots.
    The new campus is an extension of expanded benefits we’ve extended to our team, like an improved paid parental leave policy, no increases to our low-cost healthcare plans in six years, further investments in employee wellness, and more opportunities to give back through Nextiva Cares.

    Proud to call Arizona home

    While many tech companies choose to establish headquarters on the coasts, Nextiva co-founders Tomas Gorny and Tracy Conrad have continuously found great success over the past 15 years in Arizona, even before Phoenix was dubbed the ‘silicon desert.’
    Our incredible team has the opportunity to be part of building something from scratch; they get the opportunity to be part of writing our Nextiva story – a story that has not been written before.
    Nextiva's Leadership Team with Arizona Governor Doug Ducey
    Related: Businesses Shouldn’t Fear the Future of Work. Here’s Why.

    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

    VoIP Basics: The Beginner’s Guide to Mastering Voice over IP

    February 18, 2020 13 min read

    Andrew Nechiporuk

    Andrew Nechiporuk

    In this guide, you’ll learn everything you need to know about VoIP.
    You’ll discover how it works, common terminology, different ways to get started and how to find the right solution for you and your business.
    If you’re looking to set up a new communications infrastructure or scale your existing system, this guide will show you realize the benefits of cloud-based phone service.

    Voice over IP Overview

    Voice over Internet Protocol, or VoIP for short, enables you to make low-cost phone calls over the internet.
    You might often hear the terms “internet telephony” and “broadband phone service” when referring to the service, but these days VoIP is the standard terminology used among IT professionals.
    After you set up a VoIP phone system, you can dial anywhere in the world and anyone can call you. The underlying technology makes talking to people over the phone as simple as sending a direct message over social media.


    How does VoIP work? The answer depends on which method you’re using:

    • IP Telephones: These devices operate in a similar fashion to traditional phone systems, but this time they plug straight into your computer. IP phones usually come with all the hardware and software needed to connect to your router or server.
    • Computer-to-computer: With this approach, all you need is the right software and a decent sound card. If you have a headset and a microphone, you’re good to go.
    • Analog Telephone Adaptor (ATA): An ATA adaptor allows you to plug your traditional telephone to your computer and make VoIP calls. It takes the analog signal from your traditional phone and converts it into digital data, which can then be transferred over the internet.
    RJ-45 vs. RJ-11 Connectors - Ethernet is on the top, and telephone wire is below.

    The main difference between ATA and IP is in the connectors. ATA uses traditional RJ-11 connectors, while IP telephones use RJ-45 connectors that can be plugged directly into an Ethernet port.
    This image from a Quora post perfectly illustrates the difference:

    The complexity of each approach listed above depends on whether you’re building an on-premise system or using a hosted service. We’ll explore the distinction between the two shortly.

    1. The benefits of VoIP

    Now you understand the basics of how VoIP works. The question is, why should you invest in it?
    There are many benefits to VoIP, and the reasons to implement it will depend on your business structure, strategy, and goals.
    Here are several of the common reasons that organizations and IT professionals invest in VoIP:

    1. Costs: A reduction in hardware means fewer costs for setting up and maintaining your communications stack. Traditional landlines are expensive due to the limited number of lines available. This isn’t a problem when making calls over the internet, making it a cheaper approach.
    2. Reliability: If the internet is down, does that mean you can’t make calls? Thanks to flexible call forwarding options, the answer is no. The same goes for weather interferences, or hardware and power outages.
    3. Mobility: If you have a smartphone that can connect to the internet, you can make VoIP calls on the go. This is especially handy for remote teams, as it allows them to make calls from anywhere in the world. In the age of working remotely, a remote office phone system has your business covered.
    4. Simplicity: Looking to make conference calls over landline phones? Be prepared to pay additional hardware and connectivity costs. However, this isn’t a problem with VoIP, which allows as many people to join a call that your internet bandwidth allows.
    5. Customer service efficiency: From an operations perspective, you can use VoIP for more efficient customer service processes. Use call recording to train your team, and listen for frequently asked questions that can be used to inform your knowledge base.
    6. Sales growth: VoIP can also be used for sales training, allowing sales managers to tailor their feedback in one-to-one meetings. With the right tools and leadership, you can grow faster.

    For established organizations, making the shift to an internet-based telephony platform can seem costly. But the long-term gains go beyond savings. Implementing a VoIP system can improve efficiency, and empower teams to do their best work.

    2. On-Premise vs. Hosted VoIP Services

    With an understanding of the benefits, the next step is to implement a VoIP system. Typically, there are two approaches: On-premises and hosted (cloud-based).
    Both operate what’s known as a Private Branch Exchange (or PBX for short). Each type of phone system has pros and cons depending on your business needs.
    With on-premises PBX, all the equipment and hardware necessary for making VoIP calls are held in the office. Typically, this will be stored in your designated server room (if you have one). Calls are made from IP phones that connect to a PBX (or IP-PBX server) using a LAN connection.
    Hosted PBX, on the other hand, is where a third-party company (like Nextiva) is responsible for handling the hardware, set up and maintenance of the PBX system. The headaches usually associated with getting started are no longer your problem.
    Let’s check out the pros and cons of each system in more depth:

    On-premises PBX Pros & Cons

    Pros Cons
    Easy to add open-source features On-site expertise needed to set up and maintain
    Costs may work out cheaper if spread out over several years Expansion may require complex and lengthy project lead times
    Back-up telephone lines through additional SIP trunks If a manufacturer goes out of business, you may struggle to get support
    Total control over how your system operates Extra costs incurred when technicians are called out
      Unless you have a SIP provider, power cuts could mean a loss of service

    Check out the next section to learn more about SIP trunking.

    Hosted PBX Pros & Cons:

    Pros Cons
    Providers are well-resourced, as it’s the focal point of their product offering Fast internet connection required for high-quality calls
    Fast and simple number selection Depending on your provider, new feature releases and bug fixes can be slow
    Instant feature setup and deployment Some providers require a contract to get the best price
    Getting set up is easy, as the only hardware requirement is your internet router Reliability will also depend on the architecture and expertise behind the provider
    All upgrades and patches are taken care of by your provider
    If you lose your internet connection, calls can be routed to a voicemail or cell phone

    If you choose the hosted route, be sure to find a provider that has skin in the game. In other words, a brand that prides themselves on building a high-quality product that they’re constantly iterating and improving upon.

    3. VoIP Terminology

    We’ve covered a lot of the VoIP basics, how it works and the technology behind it. Now, let’s check out some common terms used and what they mean.
    These definitions will further help you to understand how VoIP works as you begin researching and implementing the right system for your organization.

    Session Initiation Protocol (SIP)

    SIP is a protocol used to initiate VoIP sessions in real-time. It also allows you to maintain, modify and terminate each connection.

    As a signaling protocol, it is used when two or more endpoints communicate with each other via voice, video or messaging.

    Public switched telephone network (PSTN)

    PSTN is a worldwide collection of telephones and other voice-focused devices. This includes devices operated on a national or local level.

    In simple terms, it’s the infrastructure that allows for private and public telecommunication. It interconnects telephone lines, cellular networks, fiber-optic cables, and undersea telephone cables, which allow devices to connect with each other.

    SIP Trunking

    Communications providers use SIP Trunking to connect PBX together with the traditional phone network to send and receive calls over the internet. It’s the best way to retrofit an existing office PBX with VoIP connectivity.

    Codec

    When talking about codec in the context of VoIP, their job is to compress VoIP data to save bandwidth and improve connection speed.

    Some codecs also provide “silence suppression,” which stops data from being transmitted when one (or several) parties are not talking into their device. Codecs offer more than bandwidth optimization, they make your calls sound superior with twice the frequency range of a typical phone call by using the G.722 or G.729 codecs.

    Dynamic Host Configuration Protocol (DHCP)

    DHCP is used by client-side network devices to be assigned an IP address and other important parameters to make a connection. It also ensures IP addresses are unique. VoIP phones can be configured with a static or a dynamic IP.

    Jitter

    Jitter is the variation between the time it takes for a packet of data to reach the destination. When the jitter is high, users perceive this as “lag.”

    Latency

    Latency is the interval between a signal being sent and it arriving at the other endpoint. In other words, it’s the amount of time it takes for a user’s voice to be heard by the recipient.

    Still hungry to learn more about VoIP? Swing by our VoIP FAQs for answers to all your top VoIP questions.

    How to Build a VoIP Infrastructure

    As an IT leader, you may be considering the in-house route. Many find the level of control it offers appealing.
    Before we dig into evaluating hosted options, let’s first look into what it takes to build an in-house VoIP infrastructure, so you can decide which system is right for yourself.

    Step 1: Understanding your business’ requirements

    As VoIP operates over the internet, you must ensure you have a strong and reliable connection. Part of understanding this is to figure out how many users you’ll need.
    Pro tip: Start by assessing how many users you need in the short term and long term. For example, if you have 100 employees but expect employee count to grow by 50% every year, account for this growth ahead of time.
    You’ll also need to define which shared resources are needed across the company. For example, three meeting rooms means three conference phones.
    Once you know how many users you must accommodate, you can evaluate whether or not your current internet capabilities are sufficient enough.
    Of course, even if you have 100 employees, not all of them will be using the VoIP system at the same time. But you’ll need to account for unexpected volume increases.
    Speak to your ISP about your requirements and see what they can offer you. We’ve also created a VoIP speed test tool so you can see how much data your existing connection can handle:
    Now, you can calculate the number of lines you’ll need to support business needs. To get an accurate number, consider the following:

    • Phones: How many phones will you need over the next six, 12 or even 24 months?
    • Numbers: If you have more than one physical location, you may need a separate business number for each
    • Simultaneous calls: An inbound or outbound call is considered a line in use. If you anticipate a certain number of inbound and outbound calls at any one time (e.g. 50), then that’s the number of lines you’ll need

    Want to learn more about this topic? Check out our article “How Many Phone Lines Do I Need for My Business?” here.

    Step 2: Setting up the hardware

    Diagram showing a VoIP business phone system

    When setting up your VoIP system, you’ll need the right hardware to meet your needs. Here’s what a PBX system might look like:

     
    Let’s break down the important elements laid out in the diagram above.

    • Internet: You’ll need a stable internet connection to handle the number of lines you’ll need. Again, speak to your ISP if you need advice or to evaluate your needs
    • Router & server: As VoIP connects to the internet, you’ll need a router that connects to your server. Each IP phone will then connect directly to the server
    • SIP trunk: This connects to your VoIP service provider. This avoids sharing the same internet connection the rest of the business uses
    • Wireless routers: Allows mobile devices using VoIP software/apps to connect to the system
    • IP phones: Plug directly into the server via RJ11 connectors, allowing employees to make calls

    SIP trunking allows voice data to travel over a dedicated line. This means that voice data has a dedicated line, which saves bandwidth from being eaten up over your main network.
    Learn more about how this technology works in our guide: How Does VoIP Work? The Complete Guide to VoIP

    Step 3: Choosing providers and features

    There are dozens of providers available to handle your VoIP and PBX needs, all with varying costs and features.
    We’ll cover how to evaluate different vendors in the next section. For now, let’s look into which features you should consider when building your VoIP infrastructure.
    Here are five of the most critical (and common) VoIP features most businesses and IT professionals consider a “must-have:”

    1. Voicemail (and call forwarding): There will be times where employees cannot answer the phone. Voicemail is critical for allowing customers and suppliers to leave messages.
    2. Call recording: This is critical for industries that are heavily regulated. It can also be used as a strategic tool to improve your customer journey and train sales reps on their sticking points.
    3. Auto-attendant: This feature “welcomes” callers with an automated message, and routes them depending on why they’re calling. For example, “press one to speak with customer service.”
    4. Do not disturb: Allows users to block other incoming calls when they’re already on the phone with someone. Ideal for consultants who work directly with clients who wish to give their undivided attention.
    5. Conferencing: Look for software with robust conferencing features, such as the ability to transfer files and make video calls.

    With a list of important features, look for vendors who can support your needs. Some solutions only offer the basics (such as call management), while others come with advanced features.
    A good on-premises phone provider will also assist with getting everything set up and offer long-term support. For example, many will help you with the following:

    • Connecting your PBX to your ISP (via your router)
    • Visit your office to install hardware, phones and confirm that everything works
    • Configure vendor-specific services and settings

    Have a list of questions when contacting vendors. Ask them how much support they offer during the setup process, and whether or not they send an engineer to consult and configure the VoIP system. We’ll cover more about the vendor evaluation process shortly.

    Evaluating Cloud-Based VoIP Vendors

    An on-premises system can seem appealing for flexibility. For many business owners and IT professionals, the amount of work can be daunting.
    For most business leaders, they don’t want to deal with the intricacies of managing a phone system. Instead, they focus on developing products, acquiring customers, and offering excellent customer service.
    Streamlining adoption, and making it as simple as possible, is the most appealing route when implementing any new technology.
    Which is why hosted (or cloud-based) VoIP is usually the most attractive option. Instead of having to install everything manually, all you need is an internet connection, a headset, and a microphone.
    Other benefits of switching to a cloud phone system include:

    • Cost savings: According to Sage Research, businesses save an average of $1,727 per month when using hosted VoIP.
    • Cheap international calls: Call anywhere around the world for as low as from as little as a penny per minute.
    • Integrations: Most hosted solutions will integrate with your CRM, email marketing, e-commerce, and other platforms.
    • True mobility: Make calls from the same number on any device, anywhere in the world. That includes smartphones and tablets.
    • Unified communications: All channels are integrated into a single dashboard, allowing employees to view communications across the organization in a single feed.

    Be sure to check out our comprehensive guide to selecting a VoIP phone system—it’s loaded with strategies, examples, and best practices. For now, let’s look into how to evaluate vendors and find one that’s right for you.

    1. Define your requirements

    Just like figuring out your requirements, it’s best to start with your business objectives first and reverse-engineer necessary features from there.
    What do you want to achieve with VoIP? Is it to improve sales efficiency, customer satisfaction or reach business-critical goals?
    Work with the boardroom and other senior decision-makers in your organization to come up with a requirements document. This should then form a mission for your implementation project, for example:
    “The new VoIP platform for Company X must help sales reps close more deals, give support teams resources to delight more customers and make collaboration across the organization more efficient.”
    With your mission defined, include features you need to achieve the desired outcome. For example, you might expect your hosted VoIP platform to provide the following:

    • Direct messaging across teams
    • Communications analytics and reporting
    • Mobile apps to access VoIP anywhere, anytime
    • Call recording
    • Video conferencing
    • Integrates with existing business processes
    • Operates across different channels (email, phone, chat, text, etc.)

    If you’re already using a VoIP platform and looking to switch, you should also ask potential vendors if they’ll help with migration, onboarding, and training.
    In short, your requirements document should outline exactly what you need in order to achieve your business goals while making the setup and onboarding process as smooth as possible.

    2. What’s your budget?

    With all your needs fleshed out, you’ll need to know how much it will cost.
    Some vendors will include all features in a single package, with a flat fee depending on the number of users needed. Others may charge extra for premium features. Bear this in mind, and be sure to check out the pricing pages of each vendor where available.
    If you want to get truly granular with your budget, you can calculate the following:

    • Total number of users required
    • The average number of calls made each day
    • The average duration of calls (segmented by team and organization as a whole)
    • Hardware needed (e.g. desk phones, microphones, and headsets)

    If you don’t already collect this data, then make a rough estimate by speaking to leaders of the departments that make phone calls as part of their day-to-day roles.

    3. Shortlist and evaluate vendors

    If you’re not familiar with the VoIP landscape, start by looking at popular software directories like G2. These can help you compare features across popular solutions, as well as reviews from existing customers.
    You can also ask for referrals from your existing network. Sometimes, a quick post on LinkedIn is all you need for reliable recommendations.
    Once you’ve listed your options, go through the sales process for each of them. State your requirements early, with a strong emphasis on your goals and desired features.
    Ideally, sales reps will offer a demo running through the features that are most relevant to you and your goals. You’ll also receive sales material to share with other stakeholders involved in the process.
    If you’re happy with a particular vendor, explain how quickly you’d like to get the system implemented. It’s also the perfect time to negotiate on pricing.

    VoIP Security

    Any IT professional worth their salt would be concerned about VoIP security. “How secure is VoIP?” is a common question we hear in the space.
    The answer depends on your chosen approach. For example, if you’ve decided to build an on-premise system, then you’ll need to install and monitor the proper provisions against malicious attacks.
    To improve your on-site security, make sure you have a firewall installed protecting the organization. Your router should also come with built-in security settings but speak to the manufacturer if you’re not sure.
    If you’re worried that VoIP calls can be hacked, intercepted and spied on, fear not –  professionally installed VoIP networks are very secure. Your VoIP provider may offer encryption for your deployed phones. Since this varies by device and configuration, you will want to contact them to verify compatibility.
    For peace of mind, ask VoIP providers the following questions:

    • What accreditations do they have?
    • What third-party tools or software do they use?
    • How do they detect and prevent security threats?
    • How well are employees trained on security protocols?

    Further Reading

    If you’re looking to learn more beyond the basics of VoIP, here are some guides that dig deeper into the topics covered in this guide:

    1. VoIP Installation Checklist: How to Set Up Business VoIP In 12 Easy Steps
    2. What Is Hosted VoIP? Is It Right for Your Business?
    3. 40+ Best VoIP Features Your Business Can’t Do Without
    Get the top-rated cloud phone system
    made for the way work gets done.

    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

    23 Survey Best Practices & Real Examples

    February 10, 2020 13 min read

    Cameron Johnson

    Cameron Johnson

    Conducting surveys is a smart business practice that enables you to keep your finger on the pulse of your organization. Surveys allow you to get critical feedback from the people who matter the most – your customers and employees. Figuring out survey best practices can take time to get the most out of them for your business but it’s well worth it.
    You can use this feedback to make better business decisions that will ultimately strengthen your relationship with your audience and boost your organization’s success and bottom line.
    These days you don’t even have to spend a whole lot on printing out paper questionnaires to distribute to survey takers. Whether you have plans to introduce a new line of products, expand your services, or organize a large event, an online survey offers a cost-effective and easy alternative to finding out whether your plans are viable.
    Implementing survey best practices at every stage will ensure that you design a survey that asks all the right questions. This is most crucial to getting concrete answers that you can act on.
    That’s why we’ve put together this A-Z survey best practices guide! We’ll walk you through each of the following topics so that you can design and send out perfectly crafted surveys to your target audience.

    Effective Surveys Begin with Best Practices

    The first thing you need to think about is how you are going to develop and design your survey.
    Survey development is science. Every aspect of your survey, from the number of questions you ask to the order in which you ask them, will trigger a different response.
    A haphazardly designed survey with no thought to the structure, order, or the number of questions will give you random results. You won’t get anything concrete that you can act on.
    Understanding and implementing survey design best practices is a key factor in creating an optimal survey.
    These survey guidelines will do just that.

    1. Identify Your Target Audience

    Before you write out your first question, you need to be crystal clear about your target audience. Start with a broad audience, and drill it down as much as you can.
    Which of these describes your target audience?

    • Middle-aged corporate executives
    • Young families interested in a holistic lifestyle
    • Seniors looking for a solution to mobility issues

    choosing the best target audience to survey
    Every person thinks, feels and talks differently. To maximize your marketing endeavors, and increase your odds of getting the right feedback, your questions must be tailored to match the language of your audience.
    Keeping your target demographic in mind at every stage of your survey development will help you phrase your questions accurately.

    Question to ask yourself: Who is my target audience?

    2. Have a Clear Objective in Mind

    You’ve identified your target audience. Now, what is it that you hope to learn from them?

    • Are you conducting a survey to test the market for a new product that you want to introduce?
    • Do you want to get feedback that you can use to improve your customer service?
    • Are you looking for an objective assessment of your post-transaction follow up process?

    Conducting one survey to get feedback on multiple issues can be counterproductive. Not only will it skew the results, but you will have missed a golden opportunity to get answers to your core questions. Chances are you won’t be able to do much with the answers that you get back.
    For a survey to be effective, limit the questions to the core issue and nothing else. This will ensure that you will get the actionable data you need to make strategic decisions.

    Question to ask yourself: What is my ONE objective for conducting this survey?

    3. Keep Your Questionnaire Short

    Admit it, don’t you groan inwardly when you are presented with a list of questions a mile long? Your customers or employees are likely to react the same way.

    Question Count

    Average Seconds Spent Per Question

    Total Survey Completion Time

    1 75 1 min 15 sec
    2 40 2 min
    3-10 30 2-5 min
    11-15 25 5-7 min
    16-25 21 7-9 min
    26-30 19 9-10 min

    Don’t torture your survey takers with too many questions. Do them a favor, and keep your questionnaire short.
    Most studies indicate that surveys that take 5 minutes or less to complete tend to get the best response rate.
    Anything longer than 11 minutes is just too long and is likely to result in higher abandonment rates or worse, random answers. With random answers, you will end up spending a whole lot of time and money doing all the wrong things.

    Question to ask yourself: How long will it take to complete my survey?

    4. Keep Those Answer Options Brief

    Give your reader 3–5 options to choose from. Anything more will confuse the reader and increase completion time, giving them cause to abandon the survey altogether.
    Here is a typical survey question that follows this rule:
    survey best practice example - short questions
    If five options do not provide exhaustive options, maybe you are asking the wrong questions or perhaps the question is not phrased properly.
    Re-examine the question and see how you can rephrase it.

    Question to ask yourself: Can I rephrase or break down the questions to limit the possible answers?

    5. Survey Question Order Matters

    It may sound surprising, but your question order does make a difference. Place your most complicated, most challenging question first, and you are sure to scare away the survey taker.
    A crucial best practice for surveys is to make sure that the first couple of questions are easy and interesting. This hooks the customer and gets them enthusiastic about jumping right in.
    Once they get into the flow, they may even enjoy the challenge of answering the more difficult questions.

    Question to ask yourself: Do the questions go from easy to progressively more difficult?

    6. Where To Place the Profile Questions

    Most surveys get this wrong by placing profile-related questions right at the beginning.
    When you place these “intrusive” questions at the beginning, a reluctant respondent may prefer not to participate in the survey at all.
    Someone who has already taken the time, however, to go through the full questionnaire will be more open to sharing their personal information.
    survey best practice example - asking for personal info at the end
    Regardless of where you place personal questions, keep them to the bare minimum. Only ask questions that will help influence your decisions – nothing more.

    Question to ask yourself: Are my profile questions placed at the end of the survey?

    With the basic survey design best practices covered, you are ready to start compiling the questions that will form your survey.
    Related: The Top 75 SaaS Companies of the Decade (2010–2020)

    Survey Best Practices for Writing Effective Questions

    This really is the crux of your questionnaire. To get accurate, actionable feedback, your questions must be simple, unambiguous, close-ended, subjective, and placed in the right order.
    It’s equally important to provide just the right number of response options – not too many, not too few.
    There’s a lot to think about when you are compiling questions for your survey, but don’t let that overwhelm you.
    These survey guidelines will help you get those questions, and answers, dead right every time.

    1. Keep It Simple

    When it comes to best practices for surveys, this is the number one rule. Keep those survey questions as simple as possible. You want the survey takers to answer those questions, not get overwhelmed or confused.
    Trim down the questions until they are straightforward, easy to understand, and even easier to answer.

    2. Reframe Those Double-Barreled Questions

    • What do you think about the appearance and taste of our waffles?
    • How did you like the entertainment and food at the annual gala?

    Take another look at the two questions above. Both are classic examples of double-barreled questions.
    These are questions that seem straightforward enough at first, but they are in fact two distinct questions in one.
    What if the survey taker loved the taste of your waffles, but did not quite appreciate the way they looked?
    Or what if they enjoyed the entertainment, but were not too enthused about the food that was served?
    It would be difficult to answer either of the questions above. And even if the respondent did tick one of the options provided, the feedback would be inaccurate.
    When asking about two unrelated subjects, you must break them up into two separate questions. This will allow respondents to answer each question independently so the feedback you get is spot-on.
    survey best practice example - double-barrel question

    3. Use Open-Ended Questions Sparingly

    Open-ended questions require complete, meaningful answers.
    For example, “What can we do to improve the design of our product,” is an open-ended question that requires the respondent to put some thought into their answer.
    While that may be a crucial question that you need to be answered in your survey, asking too many open-ended questions can result in survey fatigue.
    Wherever and whenever you can, reframe your questions so they are close-ended and require a simple, straightforward ‘yes’ or ‘no’ response.
    survey best practice example - open-ended questions
    This way respondents are more likely to plow through close-ended questions and complete your survey. They’ll feel good about it, too.

    4. Delete Those Extraneous Questions

    It’s not uncommon for surveys to ask the same question in two or more different ways.
    Think about how many times you’ve been asked for your zip code, and then asked which state you lived in.
    Asking for your date of birth and then your age is another mistake that you will often come across when taking surveys.
    However, just because it is common does not make it a survey best practice. It can in fact be very frustrating.
    After you’ve compiled your list of questions, go through them meticulously. Are there are two questions that essentially ask the same thing? Think about how you can reframe and optimize one of them, and delete the other.

    5. Phrase Your Questions As Precisely As Possible

    Avoid ambiguity when phrasing your questions. You want the survey taker to decipher your questions at a glance. They shouldn’t have to spend time trying to figure out what you are asking.
    Using double negatives in a question can create a certain amount of confusion in the reader’s mind.
    Take this question for example:

    “Do you oppose not allowing the board to pass the act on road safety?”

    If the survey-taker answers ‘yes’, does it mean they oppose or support the decision?
    Instead of spending time trying to decipher the meaning of the question, most readers will simply choose an answer randomly. A quick, thoughtless response is often the easiest way out for them.

    6. Phrase Your Response Categories As Precisely As Possible

    Choosing the right words in your response categories is absolutely crucial.
    Avoid using subjective metrics such as:

    • ‘sometimes’
    • ‘often’
    • ‘a lot’
    • ‘usually’
    • ‘rarely’

    For example, you may think going out to the movies once a month or consuming fast food twice a week is ‘rarely’, while someone else may consider that ‘a lot’.
    Using objective metrics instead such as ‘once a month’ or ‘more than once a week’ will give you more accurate results.

    7. Avoid Biasing the Response

    This happens when you ask leading questions that tend to nudge a person to answer one way or another.
    survey best practice - biasing the response
    Take these questions for example:

    • “Did you enjoy our fantastic new menu?”
    • “Don’t you agree that our post-sales service is brilliant?”

    Using the word “fantastic” or “brilliant” in the above questions create a certain picture in the reader’s mind and nudges them towards ticking ‘yes’ in response.
    A better way to frame these same questions would be:

    • “How would you rate our new menu?”
    • “How would you rate our post-sale service?”

    Dictating the responses will not give you the answers you need. They will only give you the answers you like.
    There’s not much you can do with that in terms of improvement.

    8. Multiple Choice Questions Should Be Mutually Exclusive

    Here’s a classic example of a multiple-choice question that’s not mutually exclusive:
    Question: “What did you eat for breakfast?”
    Answer: Choose any one of the options below:

    • Cereal
    • Waffles
    • Pancakes

    What if the respondent ate cereal AND pancakes? Or maybe none of the above applies because they ate scrambled eggs and bacon for breakfast?
    mutually exclusive example in a survey
    There is no way to answer the above question accurately.
    If you have to include an article such as this in your questionnaire, you must provide a ‘none of the above’ option. That’s the only way to get an accurate answer.
    Let’s take another example, if only because this happens more often than you can imagine.
    Question: “Which age range do you belong to?”
    Answer: Choose any one of the options below:

    • 20-30
    • 30-40
    • 40-50

    Which answer should a 30-year old choose? Should it be the 20-30 range or the 30-40 range?
    When faced with options that are not mutually exclusive, respondents will end up choosing an answer at random. Some will tick the first option and others will go with the second, which ultimately does not give you the accurate data that you are looking for.
    To get comprehensible, actionable data, you must provide options that are mutually exclusive.
    The correct answer options to the above question would be:

    • 21-30
    • 31-40
    • 41-50

    Now that 30-year old respondent knows exactly which option to tick without resorting to complete guesswork.

    9. Be Consistent with the Formatting

    This is one of those small but critical best practices for surveys that are often overlooked.
    Consistent formatting makes it easier for the respondents to breeze through the questionnaire and actually complete it. It also makes it easier for you to assess the results. So what does consistent formatting entail?
    It’s simple really. Try as much as possible to use the same scale for all questions.
    Do not use a three-point scale for some questions, a five-point scale for a few others, and a seven-point scale for the remaining.
    survey error - inconsistent formatting
    Aim for 3 to 5. Less than 3 may not offer enough options, and more than 5 is excessive.

    Survey Distribution Best Practices 

    You’ve designed and developed the perfect questionnaire using tried and tested survey design best practices; it’s now time to send it out to your survey takers.
    When it comes to distribution best practices, there are several factors you have to keep in mind:

    1. Send readers an invite to participate in the survey. Emphasize that you are collecting the data for their benefit.
    2. Be clear about the time expectations in the invite. This shows that you respect their time.
    3. Reassure survey takers that their data is secure and that you will not be sharing it with any third parties. This is especially important if there are any personal questions included in the survey.
    4. If you have to, sent out one reminder to the recipients – only one. People rarely need more than one reminder. Those who have not filled it out are probably not interested in doing so anyway.
    5. Be sure to thank each and every person who took the survey. Take this one level up by sending personalized thank you emails to those who offered personal praise. More importantly, send out personalized thank you emails to those who provided negative feedback. You need to address their concerns and reassure them that you are taking their feedback seriously.

    Related: 25 Ways to Maximize Productivity While Working From Home

    Survey Best Practices for Interpreting the Results

    When you conduct an online survey, it is important to have a plan in place to interpret and measure the results. There really isn’t much point in going through all the trouble if you are not sure how to use the feedback that you’ve received.
    So, where do you start with interpreting the results?

    1. Start with a Quick Review

    Doing a quick review of the feedback will help you get an overall picture of the results.
    Once you’ve scanned through the results and have a broad idea of the feedback you’ve received, it is time to start looking for patterns within the responses.
    It feels great to read positive feedback about your products and services, but that’s not what you should be focusing on.
    The goal for conducting any feedback is primarily to ascertain which areas you should improve upon. To do this, you should focus more on the negative feedback that you receive – those are the areas that need improvement.

    2. Create a Visual Representation of the Feedback

    Using visual formats such as graphs, charts, and word clouds can help you get a better understanding of how the responses measure up against each other.
    survey analytics - visual representation
    You can see at a glance whether the feedback is overwhelmingly negative or positive, and which specific questions received mostly negative or positive feedback.

    3. Decide on a Plan of Action

    You’ve identified the patterns in the feedback and reinforced those patterns through visual representations. Both of these should give you a pretty good idea of what you need to do next.
    Make a list of issues your audience is dissatisfied with and their level of dissatisfaction.
    Now, make a plan on how you will go about addressing these issues.
    If you can designate several employees to address all issues simultaneously, great.
    If not, focus on resolving the most grievous issues first and work down the list.

    Choosing the Best Survey Tool

    Choosing the right online survey software is vital to developing and designing a survey that hits the right note and gets you those crucial answers.
    The Nextiva Surveys product is designed to make it easier than ever to develop a robust survey that will give you valuable insight into what your customers are thinking.
    Nextiva Surveys is the best survey tool
    With a tool such as Nextiva, you can collect feedback from your audience, easily export your findings, and interpret your results. This will help you make the right business decisions.
    Related: How to Develop a Winning CRM Strategy for 2020 & Beyond

    Conclusion

    Applying these survey best practices will help you get the most out of your online surveys. A survey that is designed using tried and true best practices will help you make more informed decisions about how you can improve your products and services.

    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

    How to Send and Receive a Fax Without a Fax Machine

    February 4, 2020 8 min read

    Gaetano DiNardi

    Gaetano DiNardi

    “Could you sign this document and fax it back to us?”
    If someone said this to you and you subsequently freaked out, you’re not alone. What can you do? Go to a local print shop? Ask a friend that has a fax machine in their office to do it for you?
    Go out and buy an actual fax machine?
    Luckily, the answer is neither, thanks to online faxing.
    Online faxing, or internet faxing, involves using an internet connection to send and receive faxes. With standard faxing, you needed access to a physical fax machine to send or receive a fax.
    Not just that: you had to be right next to it at the right time.
    An online fax service makes this much more convenient. You can use your desktop or smartphone, and even simply your email account. It also reduces fax documents because you only print what you need.

    How to send a fax without a fax machine

    1. Sign up for an online faxing service
    2. Enter recipient info
    3. Add attachments
    4. Make sure your fax looks good
    5. Easily archive your fax
    6. Send!

    1) Sign up for an online faxing service (like Nextiva!)

    On signing up, you’ll be able to use online faxing in two ways:

    • Send and receive faxes through the portal of your internet faxing service
    • Send faxes using your regular email

    Here at Nextiva, we’ve been providing this service for over ten years. We’ve kept on improving it based on consistent feedback and the needs of businesses that want to communicate easily.
    Want to know how to fax online? In the sections that follow, we’ll take you through the simple process of sending and receiving a fax, as well as using your email to send a fax. If you’re more into video content, we got you covered below:

    Screenshot of an online fax software to send and receive faxes - Nextiva

    If you want to follow along, be sure to grab your free trial of our vFAX service!
    After you log in to your portal, you’ll see a dashboard. From here, click the Send a fax button.

    2) Enter recipient info

    On the next screen, fill out the following fields:

    • Recipient’s fax number
    • Deliver to (recipient name)
    • Sent from (your name)
    • Fax subject
    Screenshot showing where to enter the recipients for an online fax.


    The only required field is the fax number, but the more information you enter, the better and clearer your fax will look.
    You can also add additional text in the Notes field. Then, click Next in the top right corner.

    3) Add attachments

    Screenshot of attaching documents and enclosures with a virtual fax software - Nextiva

    The next screen will have a Browse button you can click to add up to ten files to your fax. There’s a 5MB file size limitation.

    As you add one or more files, you’ll see them listed under Selected files. The order you add them in is the order they’ll be sent in.
    Accepted file formats include:

    • Images (TIFF, GIF, PNG, JPEG)
    • PDFs
    • Microsoft Office files (DOC, XLS, PPT)
    • Printer file formats (PCL, EPS, PS)
    • Text files (TXT, RTF, XML)
    • Fax cover page formats (FXC)

    When all the files are uploaded, hit Next at the top right corner again.

    4) Make sure your fax looks good

    Screenshot showing the preview of an online fax solution - Nextiva

    You can then preview your fax to ensure everything is in place and ready to be sent.
    In Nextiva’s dashboard, this is where you can preview your cover page, attachments, and the final version of your fax. Keep in mind that the form field tokens won’t appear here. 
    Once you’re happy with what your fax looks like, click Next.

    5) Easily archive your fax

    Screenshot showing how to set archiving options and additional fax recipients.
    Screenshot showing archive folders after sending a fax.

    To make sure you can always find your fax in the future, select the type of fax and the folder in this step.
    You can also add up to 5 emails or fax numbers that will receive a copy of your fax.

    Types and folders can be whatever suits your specific company or style of work. For example, types can be contracts, proposals, and invoices.  Folders can represent various clients, months, or years.
    You can set these up in Settings, under the Filters tab:

    6) Send!

    When you’ve set the filters for archiving your fax, click Send. That’s it!
    Faxes usually take one to three minutes per page on average. Remember that once you’ve sent your fax, you can’t cancel its sending.

    How to receive a fax without a fax machine

    Select a fax phone number to receive fax transmissions without a fax machine.
    Screenshot of the account settings for sending and receiving faxes online.

    Receiving fax with an online faxing service like Nextiva is easy.
    By default, you’ll get a fax number. When you sign up for Nextiva, you’ll be able to select your state and area code. Then, you can pick from plenty of options in a dropdown menu:

    If you’re transferring your existing number or can’t get a number in your area code, we’ll sort that out for you once you contact us.
    You can always view your Nextiva fax number from your Settings area under the Profile tab, marked as your Caller ID:

    When someone sends a fax to your fax number, you will get an email notification to your primary email on the Nextiva account.
    In this email, you’ll see a link to your Nextiva vFAX portal where all of your faxes will be stored.
    Alternatively, you can view all your incoming faxes directly in your portal in two places:

    • In your main dashboard, under Recent Faxes Received, you’ll see the 10 most recent ones
    • In the Search section, you can look up your faxes through filters like incoming, outgoing, failed, processing, scheduled, date, time, type, and folder
    Screenshot of online inbox of incoming faxes.


    That’s it. All you need to do to start receiving faxes without a fax machine is a number you select when registering!

    Free yourself from the fax machine.
    Send 500 faxes for only $4.95!

    How to fax via email

    You can send faxes just like you were sending an email—right from your inbox!
    To use this option with Nextiva, log into the email account of the email address you use for your Nextiva vFAX account. In case you’re unsure which address is this, it’s in your main vFAX dashboard, right under General Account Info.
    On logging into your email account, open the option to send a new email.
    In the field where you’d usually type in the recipient’s email address, type in the fax number you’re sending your fax to followed by @nextivafax.com
    This will look something like [email protected]
    Next, add the documents you want to fax. Just like when you’re sending from the portal, you can add up to ten files, each limited to 5MB in size.

    File formats you can fax this way are:

    • Microsoft Office files (DOC, DOCX, XLS, XLSX, PPT, PPTX)
    • Printer file formats (PCL, EPS, PS)
    • Text files (TXT, RTF, XML)
    • PDF files
    • Images (TIFF)
    • Image files like GIF, PNG, JPEG will only work if they are not embedded images

    Also, you can add text to the body of the email.
    And that’s it! Once you send your fax by email, you can track its progress and access it anytime from your vFAX portal.

    How does online faxing work?

    Diagram explaining how online faxing works

    The online fax setup looks like this:

    Online faxing provides a lot of flexibility and freedom. Once you have an online faxing service, all you need is internet access, and you get these benefits:

    • You can send your faxes whenever and without the risk of a busy line
    • You don’t have to print any faxes you send or receive
    • Connect with any device you usually use to access the internet—desktop, tablet, smartphone
    • No expensive hardware, maintenance, or complicated installation

    There’s no need for a landline or any device you don’t already own.

    Traditional fax and scan

    Illustration of how a traditional fax and scan method works.


    Traditional faxing uses a phone line to send a fax from one destination to the other. This comes with a few limitations:

    • You can only send one fax at a time
    • Fax hardware, paper, ink, and maintenance are expensive
    • Both the sender and the receiver need to print their copies
    • You need to be next to the fax machine to send or receive a fax

    This standard faxing setup looks like this:
    Fax machine > Phone line > Fax machine

    3 Reasons you need online services for faxing

    We now have Gmail, Google Drive, Dropbox, and hundreds of other free services at our fingertips to share a document.
    So, why faxing is still around?
    1) First, regulated industries rely on hard copies of legal documents. 
    Government institutions, legal firms, healthcare, pharmaceuticals, and finance are a few examples where having a paper trail is essential.
    2) Secondly, sending sensitive and confidential information over email can be risky. Hundreds of millions of email addresses are compromised in data breaches every year!
    Faxing is far less vulnerable than email and can help protect your business from cybercrime.
    3) And finally, if you work with international partners or customers, there’s a chance they’re using different technology than you. Faxing is often part of it, and it’s up to you to adjust.
    Yes, fax machines may already be part of a museum collection, but they’re not going anywhere anytime soon.

    Finally, online faxing features

    Now that you know how online faxing works, here are some features of internet faxing you should keep in mind when choosing the best service for you.
    Online faxing is:

    • Easy to manage. It’s supposed to make your life easier, not more complicated. Ensure your service lets you manage and keep up with all your faxes from one place.
    • Mobile and flexible. Whether you’re on your existing PC, mobile phone, or tablet, you shouldn’t have to buy more hardware just to make it work for you.
    • Secure. Your sensitive information should never be at risk. It should be even more secure with online faxing than with standard email or file sharing.
    • More affordable than its offline alternatives. There should be no setup fees, no equipment costs, contracts, required training, or any other expenses. And if you’re already using traditional fax, you’ll remove up to 80% of your costs by going online.

    Are you ready to find your perfect solution for online faxing? Our plans start at $4.95 for up to 500 pages per month. And best of all? You can try Nextiva vFAX free for 30 days.
    And just like that, you’ll be ready to send and receive faxes within minutes!

    Send and receive 500 faxes for only $4.95/mo.

    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

    “The digital transformation is over – please stop talking about it!”
    This was the plea from Janet Schijns, CEO of JS Group, as she walked on the stage to present to a crowded room of business leaders at NextCon 2019. Janet went on to stress that while a booming economy has allowed for digital to become the norm, most businesses have fallen woefully behind.
    Culturegraphics. Digital platforms. Snackable content. Social media influence. These are all terms business leaders should know well in today’s digital era, Janet argued. And yet, most don’t.
    After her session, Janet sat down with us to share her take on the conference and just what precisely the “digital normal” means for businesses today.

    Nextiva Studio: Interview with Janet Schijns

    What is Digital Transformation? (Why Does It Matter?)

    For the past decade, many bleeding-edge companies have made an effort to catch up to more modern business models. In practical terms, think of how Postmates uses digital over the likes of Papa John’s.
    The urge to modernize business models and practices from the inside out has resulted in organizations seeking to undergo a digital transformation.
    I won’t be the first to admit that digital transformation can be rather abstract to define. Even technology leaders like Dell struggle to define it succinctly.

    Digital transformation includes all of these business processes:

    • Using customer data to provide maximum value
    • Digitizing the supply chains so inventories can be managed in real-time
    • Leveraging digital tools to analyze and process complex information
    • Re-tooling employees to work with business data in new ways
    • Deploying artificial intelligence to unearth data from the enterprise
    Digital Transformation Trend (2015-2020)

    Digital transformation has been a phrase for the past five years. According to Google Trends, interest in it has taken off since mid-2015.

    Let’s unpack why.
    Digital transformations are proving more difficult to prove ROI because of the sheer size of the transformation—they’re always in progress. It’s less about new technology and more about an improved digital strategy.
    Before we venture too far down, consider the research fresh from McKinsey & Company on digital transformation strategies. Primarily the key factors that led to success include implementing digital tools, offering self-serve technologies, and modifying internal procedures to use digital technologies.

    Top strategies and practices found in digital transformations. (McKinsey & Co.)

    No Industry Is Immune to Digital Transformation

    It doesn’t matter what industry you’re in: retail, insurance, financial services, healthcare, or government—everyone is affected. What matters is that a digital normal now exists, and businesses need to take action now if they want to attract and retain their customers.
    The City of Phoenix’s Public Works Department deployed a digital campaign to educate and inform residents about proposed changes to their trash and recycling services. While on the website, residents could submit questions and feedback through an online form.
    This is one example of how digital transformation can accelerate an organization’s decision-making.

    Leverage the Digital Normal for a Better Customer Experience

    “Here at NextCon, I can feel the dedication of the partners and how excited they are about NextOS!” Janet said that Nextiva has proven its understanding of the digital normal with the release of a fully integrated business communications platform.
    Why the excitement?
    Because customers today want to engage digitally. They want to do things with the single click of a button, and they expect the customer experience aligns with how digitally savvy they are.
    At the same time, businesses need to be hyper-focused on their customers. Its VoIP phone system provides deep data and analytics to ensure companies can know their customers and respond well to them. “NextOS allows businesses to understand the customer journey using a digital lens,” Janet explained.
    And that digital lens captures the entire customer journey on one powerful platform.
    Think about the different platforms and apps you use today across your business. Even with the best of circumstances, crucial information about your customers is sprinkled across different applications, services, and even locations. Business phone system Sales pipeline CRM Customer service CRM Website chat Web & business analytics Team collaboration Text messaging Surveys Online faxing That’s a pretty exhaustive list, isn’t it?
    The key objective behind NextOS is to fully serve the customer using one shared digital platform, not stitching several point solutions together. It’s no wonder Janet was excited to see NextivaONE!
    Be aware that digital initiatives are more than a single task. Instead represent a roadmap to a successful digital transformation.
    Related: 100+ Top Customer Service Statistics & Trends for 2023

    Stop Talking Digital Transformation and Start Doing

    “We don’t want to talk to you; we just want to engage with you on your platform.”
    The average customer today would rather chat or send a text message than talk to someone over the phone. Digital transformation has already occurred – in today’s world, digital is now the norm.
    What does this mean for businesses?
    Invest more in your digital platforms. It doesn’t matter what your product is because today, “everybody is a web business,” Janet explained. Websites and social media platforms are digital properties that outpace (or, at the very least, complement) sales as the preferred way to win new customers.
    Janet also explained the shift from demographics to culturegraphics, which can be defined as the tracking of consumer habits.
    “Did you know that Target has more data scientists working on what products to buy than were used for the last rocket launch? Those great marketing offers are all customized and personalized. They know what you’re going to buy,” she explained.
    “We live in a world where what you want to consume and who you interact with has nothing to do with the stale demographics and personas that have existed for decades,” Janet said.
    Successful businesses know their customers, and they leverage digital platforms to do so.
    Related: CRM Strategy: What Is It & Why You Need One Encourage & Retain Women in Technology When asked what she views as one of the biggest struggles in technology today, Janet answered, “keeping women in it!”
    Women drop out of technology at three times the rate of men. She speculated it is because they don’t easily fit in and feel lonely. “It’s a tough industry, and women don’t typically have the support of their family encouraging them to stay in it. So yes, we have a funnel problem, but we also have a retention problem.”
    Women in the tech industry make 29% less on average than their male counterparts, and only one out of four jobs is held by a woman in the industry.
    To combat systemic inequality for women in tech, Janet co-founded a non-profit initiative called Tech World’s Half. The group provides women in technology with a place of community and encourages camaraderie to eradicate loneliness.
    As your workforce reflects the diversity of your customers, you will find much less resistance to achieve true digital disruption. It’s not nice to have; it’s a successful business strategy.
    Diversity and inclusion are vital. It’s well beyond market research. It needs to reach cross-functional teams so they can have a lasting impact across the company culture. Make Your Content ‘Snackable’

    B2B Social Media Trends
    (Source)

    The top four social media platforms for B2B professionals today are Facebook, LinkedIn, Instagram, and Twitter. And yet, most businesses are getting left behind in effectively utilizing all four of them – or any of them.
    “You need snackable and watchable content,” Janet said. In this digital age, customers are choosing to consume information via their social media platforms. Successful businesses recognize this and communicate across multiple platforms using social media suite.
    Janet explained that you typically have to pay a lot of money for your written expertise to get out there, but very little for your video content. “Take advantage of this!” she said. YouTube is one of the most successful social media platforms available, and yet less than 4% of businesses within the partner community even have a YouTube channel.
    Digital transformation could be as simple as demonstrating how your content is accessible on a smart speaker or IoT device. Or, it can be a business executive keynoting the launch of new products using a streaming platform like YouTube or Facebook Live.
    Related: Digital Marketing Tips You Need to Know

    Four Strategies to Achieve Digital Transformation

    Rather than feeling overwhelmed, Janet outlined four steps for business leaders to complete their digital transformation and create a new normal.
    No matter the size of your company, you can achieve a meaningful shift to a digital business with these steps.
    1) Get serious about your Google search presence.
    What keywords move the needle for your company? Have you conducted objective research into your visibility and performance? Does someone consistently track and improve their rankings?
    Janet stressed that in the digital normal for every business, the company’s website should be the highest priority. Make sure you track the performance of your blog posts and landing pages.
    2) Monitor and grow your website value.
    Do you know it? If you are unable to quantify the real-world impact on the bottom line, you absolutely must do that now. As your business matures, your website should also appreciate in value. On a regular basis, familiarize yourself with your website conversion rate, traffic growth, and time on site. These are better indicators than simply traffic alone.
    To know the value of your website from an investment perspective, experts in website valuation suggest applying a 20-50X multiple to a monthly net value from tools like Ahrefs.
    3) Expand your social media influence.
    Do you have followers? And are they the right kind of connections? “If 498 of your 500 followers are people who work with you, it has no impact on your business at all,” she said. Invest time in expanding your network via social media, and your brand will grow in influence. To do this, reach out and provide them with exciting digital content.
    Don’t just publish the same stuff, either. Leverage the power of live content and leverage your close contacts to drive more awareness of your content. Instead of only directing people to a lead form, consider sponsoring your best content to pull more people closer to your brand.
    4) Modernize your prospecting capabilities.
    “What are your prospecting capabilities online? Can you name what was your most successful digital campaign of the past year?” Janet asked.
    For example, in this age of digital normal, we now have the ability to track open rates. We can see who reads an SMS text. We should understand and be talking about how to control our brand based on these analytics. Every small business’ sales prospecting strategy should operate in tune with the market — not against it.
    If you’re not experimenting with new lead sources, your competitors are. Aim to test every month for the sake of learning and discovery. Find one new digital lead source to find and attract new customers. As it proves out, shift your budget away from less profitable sources toward new ones to scale them throughout your company.

    Related: Why Digitizing Your Customer Experience Is Non-Negotiable in 2024

    Build & Execute Your Digital Transformation Strategy

    Are you ready to make the changes to be successful? Shifting your business goals to support digital initiatives can be your firm’s competitive advantage.
    “Move away from the old school world of how you went after customers and business into the new school world of a digital normal,” encouraged Janet.
    You can do this. In this age of digital demand, there are ways to be successful, but they are no longer the same old ways.
    Your company’s digital future is in your hands.

    Related: Best Digital Transformation Companies & Their Key to Success

    ABOUT THE AUTHOR

    karina-yandell

    Karina Yandell was a channel communications manager at Nextiva. Having held numerous marketing and executive roles within the telecommunications industry over the past 15 years, she is most passionate about helping companies leverage growth via channel marketing. She resides in Phoenix, Arizona.

    Posts from this author

    The life of a modern-day CEO can be hectic and challenging.

    Running a successful business takes skill, commitment, attention to detail, and process management. At the same time, CEOs are people with families and interests that require their full attention.

    So how do successful CEOs stay on top of their to-do lists, balance work and family, and keep their companies heading in the right direction?

    We asked ten CEOs how they structure their schedules, create healthy routines, and maximize their time every day.

    A Day in the Life of a CEO

    If you are looking for ways to optimize your day as a CEO, you’ve come to the right place. These CEOs have revealed their blueprints for making every day rewarding and productive.

    Dive into these raw profiles to get useful takeaways for structuring the days in your life. Apply these productivity tips to become a more powerful and effective CEO.

    Jon Miller
    Eric Siu
    Amy Volas
    Roy Raanani
    Drew Belz
    Max Farrell
    Bobby Huffaker
    Anand Kulkarni
    Cian McLoughlin
    Jack Silberman

    Jon Miller

    CEO, Engagio
    81 Employees
    LinkedIn

    One of the things that I love most about being a CEO is how different my days can look. I can go from hosting a meeting with upper management to thinking strategically about what the business needs, performing an interview, to attending a website review meeting. The days are full, and I love the variety.

    Morning Routine

    So, let’s dive into what my actual day looks like.

    I often find myself waking up early in the mornings, so my rule of thumb is if it’s before 5:00 a.m., I try to go back to sleep. If it’s later, I wake up and start working.

    I actually love working in the mornings. That’s probably my most productive time, especially if I have something hard or complex to work through. I tend to be a little bit sharper in the mornings, so if I have something that’s more important, I’ll prefer to put it earlier in the day if possible.

    Around 6:30 a.m. or 7:00 a.m., I work out, which I make it a habit to do almost every single day. I have a trainer twice a week who comes to the house, and the other days I work out in my home gym. Sometimes I go for a run, and every once in awhile, my wife and I will go to Barry’s Bootcamp. I can’t imagine starting my day without a workout.

    Then, I’m usually in the office around 8:30 a.m.

    Managing Meetings

    I have my executive team meeting on Mondays, but otherwise, I try to spread 1:1s throughout the week to have balance.

    I follow the Patrick Lencioni “Death by Meeting” framework for running most meetings. This means that we have a weekly tactical with a brief agenda, a monthly strategic, and a quarterly off-site to work through longer-term issues. The idea is that a news bulletin is different from a 30-minute sitcom, which is different from a feature film, which is different from a mini-series.

    For my 1:1s, I always prefer to walk. This is more about me – I find that it’s good to get out and get some fresh air. I like to change the dynamic. When you’re walking, it encourages more free-form thinking and discussing top-of-mind items. This is opposed to sitting in a room looking at a screen, which is much more focused on a specific agenda and planned topics. Sometimes, you have to have those 1:1s sitting in a room or looking at your screen, so keeping a mix is best.

    Lunch

    I’m a big fan of the thesis behind the book Never Eat Alone. I try to schedule lunch meetings as much as I can. I love getting to know our new employees, so as part of the onboarding process, new hires will book a time to have lunch with me. It’s literally an item on the checklist for new hires to set up a 1:1 lunch with me. This is a great way to get to know everybody and their different personalities. Then, I try to fill up the other lunch slots with 1:1 lunches with colleagues, friends, etc. Occasionally, when I’m too tired or need a break, I’ll eat by myself, but I love to take a real lunch and use it to talk to people, and I encourage everyone at Engagio to do the same.

    Towards the end of the day, before I head out, I try to catch up on things like following up on a meeting or sending emails. I usually leave work sometime between 6:00 p.m. and 7:00 p.m. Sometimes, that’s managed by the fact that I have to pick up my daughter from one of her activities, like gymnastics.

    Night Routine

    I don’t have any routines per se, but I make a cocktail almost every night to relax (I make everything, but I mostly tend towards Manhattans because they’re good and relatively easy). I also like to watch trashy television with my family. It’s a great way to wind down and spend quality time with them.

    I try to get into bed no later than 9:30 p.m., which is pretty early, but that’s what you have to do if you’re waking up at 5:00 a.m. the next morning. I’m one of those people who wants close to eight hours of sleep every night to work at my best.

    Eric Siu

    CEO, Single Grain
    28 Employees
    LinkedIn

    I try to wake up around 6:00 a.m., depending on how I’m feeling. The first thing I’ll do is check my phone to see how my sleep performed through my Oura Ring.

    After that, I’ll typically read the news and save a bunch of interesting articles to Pocket. Then, I’ll fill out my ‘5 Minute Journal’ and brush my teeth. I just got my Peloton bike, so right now I go for 20-30 minute HIIT rides while listening to podcasts, and then jump into the shower. I skip breakfast and jump right into work.

    Usually, I’ll only eat two meals a day in an eight-hour window. Mondays are usually packed with meetings since we run on the Traction methodology. I try to focus on the actual “work” on Tuesdays and Wednesdays. Thursdays are for recording podcasts and video content. I try to block off Fridays from any meetings to save time to think strategically or catch up on some big things.

    In the evenings, I’ll try to go to sleep by 9:30-10:30 p.m. and read for at least 30 minutes. Lastly, I’ll fill out my ‘5 Minute Journal’, and my day is done.

    One thing I’ll add about being a CEO is that Monday mornings are very different these days for me than they were in my corporate days. I heard a sobering statistic once that more heart-attacks occur on a Sunday night than at any other time, as people prepare for another week of stressed-out existence, in their relentless battle up the corporate ladder. Someone far wiser than me summed it up, “Even if you win the rat race, you’re still a rat.”

    I truly believe that cultivating great habits compounds, and you’ll eventually see the results you want no matter what.
    Related: Timeless Customer Service Trends You Can’t Ignore [Infographic]

    Amy Volas

    CEO, Avenue Talent Partners
    6 Employees
    LinkedIn

    I firmly planted myself within the startup, sales, and recruiting ecosystem. My business is driven by people and service versus products. No day is ever the same for me, but it goes something like this:

    If you looked up the term “workaholic” in the dictionary, I’m afraid you’d see my smiling face waving back at you. I have yet to master the ‘off switch’ and the very first thing I do when I wake up is reach for my phone to see if what I planned for last night is still the case this morning.

    All things nature and animals balance me, and I make sure I have proper time before getting out of bed to snuggle up with my fur babies and take a long look out of my window to listen to the sounds of my backyard.

    After that, I get my hands on a big glass of water, get into my workout gear, and get my blood pumping. It’s easy to get caught up in all of the things that can go wrong, that do go wrong, and the stress list goes on. Gratitude is a big deal for me, and I meditate in the shower to set my intentions for the day while reflecting on at least three things I’m grateful for to start my day off on the right foot. Mindset is so very important when you’re riding the entrepreneurial roller coaster!

    I celebrate the remote work model and am fortunate that I don’t have to deal with a bear of a commute. The only thing I need to worry about being ‘on my way in’ to work is making the perfect cup of tea to start my day.

    I’m a big believer that this business is the sum of its parts, and I work closely with my team to make sure I can block and tackle to remove barriers to continue to deliver results or make their lives easier.

    We have text, chat, email, shared docs, NoteJoy, Trello, and the list goes on to make sure the flow of our communication is natural, collaborative, and that we are here for each other. I talk to my team throughout the day.

    The very first thing that I do is take time to revise my plan for the day, considering what’s crept up in text or email. I’m a big content fan and use the very first hour to knock my content out. From there, I tackle email with my favorite podcast on in the background (sometimes it’s Howard Stern). I closely evaluate my client’s candidate search to see how we can over-deliver, finish essential project tasks such as planning, ideation, and iteration.
    Related: Wise Words from 9 Influential Women in Information Technology

    That list goes on and on when it’s your own business.

    The rest of my day is riddled with calls and constant gear shifting: clients, potential clients, research, interviews, sourcing, negotiations, team calls, strategy calls, and networking.

    No matter how bananas my day is, I take at least one hour every single day to focus on sales. I live and die by the pipeline. It’s always been my North Star and always will be. If I don’t take good care of it, the neglect will come back to bite me. #WhatYouPutInIsWhatYouGetBack

    I’m an avid reader and make sure there is an hour daily to read. I like to challenge myself to learn something new. If I don’t, I feel like I’m getting worse versus better.

    Before I step away for the day, I’m a big fan of the to-do list. I audit the current day’s list and build out the following day. I’m a total geek that gets a big charge out of checking items off and seeing it visually.

    I’d be lying if I said I just shut it all down and walked away because I have yet to master the “off switch.” The rest of my night has checks and balances of reading blogs, checking my social feeds, peeking back into my email, and performing one last check before I call it a night to make sure I’m mentally prepared for the next day.

    In the evening, I celebrate time coming up with my latest recipe in my kitchen, which is my happy, creative place. None of this happens well without my husband, who has so fantastically jumped on this rollercoaster ride with me. Quality time with him taking a walk, watching our latest Netflix series, playing cards, or sitting in our backyard having a chat is the top priority to round it all out.

    Before bed, I try to reflect and meditate. Sometimes I’m good at this, but it can be a perpetual challenge. For me, meditation is a work-in-progress, as they say.

    Roy Raanani

    CEO, Chorus.ai
    91 Employees
    LinkedIn

    Routine is essential for me. I commit at least ten minutes for my mind or body every day. After I make breakfast for my kids and talk to them about the day ahead, I will do a core workout or a Peloton session. I will often spend some time meditating or thinking about my top priorities for the day.

    I start with a list of what is important versus what is urgent. I will block off time for important projects, making sure I am working towards those priorities. Tackling the urgent tasks is always a work in progress. Momentum is what matters to me. As long as I keep moving the needle towards the big picture important projects, my time is well spent.

    I am constantly auditing how well I have spent my time. When you do different kinds of work, time is clearly important. I do my most creative thinking in the mornings, so I block off a few hours at the start of the day to map out big-picture ideas with pen and paper. I move to meetings and more tactical desk work later in the day when I am the most efficient for those tasks.

    I wrap up the day scheduling calls with members of my team. I want to stay very closely connected to our customers, so I will review two or three Chorus recommended calls on my drive home.

    After spending time with my family, such as having dinner and getting the kids ready for bed, I have a few hours left of work before my disconnect time. I am strict about disconnecting internet access at 10 p.m. every night. This allows me to clear my mind and step away from the reactive instinct to respond to the sheer amount of communication I’m dealing with at every turn. I meditate, stretch, or do yoga to relax my mind and body so that I can have high-quality sleep and performance the next day.

    Drew Belz

    CEO, Fancy Rhino
    7 Employees
    LinkedIn

    Here’s the real picture from today: #NoFilter.

    I wake up at 8:46 a.m. after being up all night with a three-month-old. I’m in the car before 9 a.m and off to a coffee shop to focus. I say “hey” to the regulars. My first prospect emails (scheduled the day before) go out at 9:06 a.m.

    The next two hours are a flow state: email prospects, check-in with clients, Slack the team, write up a brief. I’m always digging for those deeper interactions with people that make our work worth doing.

    I break from 11 a.m. to 1 p.m. to meet over espresso or food. I spend this time face-to-face with the people that matter most. My team. Mentors and advisors. A call to my business partner in Los Angeles. Interview a candidate. Brainstorm with a director, a poet, and a brand manager.

    After lunch, we’ve got a pitch with a client in San Francisco and Birmingham. We spend way too long figuring out who’s in what time zone and how the screenshare works. Then, we have a blast sharing new ideas; and they’re ready to make something – sweet.

    Green lights make everybody’s day.

    Nothing good happens in my brain mid-afternoon, so I take a shift back home with the baby. I get back in the zone at 4 p.m. working on tomorrow’s emails, mapping next moves for the team, and texting ideas out.

    My evening is for food and family. You have got to draw a line somewhere. Read good books. Hang with people in the community over beers. Build a vision together. This is far more valuable than anything that happens inside a computer screen.

    Stay up all night (with the baby). Go for long walks with him in the ergo when everyone else is asleep. Ask myself what I’m doing and why I’m doing it. All my best thinking happens then.

    Rinse. Repeat.
    Related: 25 Productivity Tips to Get Sh*t Done: For CEOs by CEOs

    Max Farrell

    CEO, Workhound
    13 Employees
    LinkedIn

    Finding an ideal day is a moving target, but most mornings start with exercise. I prefer classes, so someone else tells me what to do and kicks my ass. Fortunately, I’m able to go to a gym within walking distance of my home. I try to avoid traffic when I commute, so I bought my own electric scooter to get to work. That allows me to go door-to-door in under 10 minutes.

    Whether I’m in the office or on the road, I connect with my team daily to understand how things are going, the highs and the lows, and see where I can help eliminate roadblocks. I also prioritize my to-do list by identifying the top one thing and then doing everything I can to knock it out.

    A dinner ritual at home is my favorite way to settle in, especially following a long travel stint. The day could be complete chaos, but I know my corner of it will end with a great meal at home with my fiance, Ana. Balance is important, and I try to achieve that by slowing down with music and reconnecting at home.

    I also find it’s important to make time to indulge in my favorite off-work activities, like working on music (hip-hop), duck hunting, watching sports (Chattanooga FC, Arkansas Razorbacks, Atlanta United, and the New York Knicks are my teams), or setting up my next weekend with my college buddies.

    Bobby Huffaker

    CEO, American Exchange
    27 Employees
    LinkedIn

    As CEO of American Exchange, I try to focus on the long term vision of the company and new opportunities that exist within the healthcare landscape.

    New opportunities demand that I implement the process behind our organization serving that business, but day-to-day, I try to align our services in the best way that helps families and individuals understand their options when it comes to gaining access to healthcare.

    By focusing on the long-term vision and allowing upper management to implement new opportunities, I ensure we can serve as many people and organizations in the most effective way possible. Upper management has to have a customer-first mentality to serve the community effectively.

    To that end, I spend most of my days focusing on people, processes, and products. How do I maximize my upper managers and incentivize them to perform their best? What processes do we need to implement or improve to make serving our customers as seamless as possible? Why are our customers buying from us or our competition? Why are they renewing or churning? How can we better serve their needs?

    My focus across these different aspects of the business tends to vary. But ultimately, all my days map to solving the key questions around optimizing our people, process, and products each and every day.

    Anand Kulkarni

    CEO, Crowdbotics
    49 Employees
    LinkedIn

    I get up by 6:30 a.m. and start my day by taking care of personal stuff and helping ship my kid off to school. After that, I check in with the team on Slack as there are usually a few quick inquiries I can resolve rapidly.

    From there, it’s time to dive into the meat of my day. Google Calendar is how I run my life. I scan through what we need done item-by-item. I’m all about delegating work effectively to my few direct reports, so I check in on the status of mission-critical initiatives they are running to see if they need help or if they are facing any roadblocks. If there are things that bubble up to me, I make sure I can get them done effectively.

    In the mornings, we have our product meetings, which is where I’m very hands-on involved. After that, the nature of what I do changes day-to-day.

    Much of what I focus on is process-building, figuring out where we can improve processes, and making that happen. That consumes the majority of my workday.

    Like most people with kids, I spend 60–90 minutes away from work when I get back from the office. I’ll unplug for a couple of hours while I spend time with my kids and my family.

    Once they go to sleep, it’s the most effective time in my day. At night, once all my family’s asleep and my team is largely offline, I get to focus time on things that cannot be done during the day because of meetings. Paul Graham calls it The Maker’s Schedule.

    Nighttime is the time to go deep on stuff that doesn’t require other people. I find things that need to be thought through, implemented, and planned out. For me, it’s the best time to get more strategic and get the bigger picture.

    I usually punch in for bed around 11 p.m.–12 a.m., ready to awaken seven hours later and do it all over again.

    Cian McLoughlin

    CEO, Trinity Perspectives
    5 Employees
    LinkedIn

    Today began at 6 a.m. for me, giving my baby daughter breakfast and allowing my wife a much needed extra hour in bed. We then wrangled our kids and breakfasts together before I headed to the gym for a quick workout. My wife and daughter met me there later for our baby daughter’s swimming lesson.

    All that was wrapped up by 10 a.m., and I headed to my first meeting, a Zoom call with a client in Western Australia. I’m emceeing their annual partner conference in a couple of weeks, so we talked through the audience for the event, the timing and content of the day, plus the key message we wanted people to retain when they leave the event.

    From there, I went straight into my next call with the founder and CEO of a business in the Artificial Intelligence and Digital Employee space. He’s interested in working with Trinity to advise him on sales strategy and mentor some of his sales team as they pursue their aggressive growth targets. I liked this CEO because he was very clear on what he was good at, where his gaps existed, and his expectations about the outcomes he needed us to deliver for his business. My approach in these types of prospect meetings is to treat people like they are already a customer, be as honest and transparent as I can be, and try to find ways to add a bit of value. If we work together, great. If not, then at least we both part better for the interaction.

    A chunk of the rest of my day today has been devoted to exploring how we transition Trinity’s Win/Loss Service into a software platform, which our customers are screaming for, to deliver a solution that can impact many more deals. I try to switch everything off when I’m focusing on what Cal Newport calls Deep Work. I close down my email, switch my phone to silent, and turn off desktop notifications to avoid slipping in and out of focus.

    As I approach the end of the day, I’ll smash through some emails, drop by Linkedin and maybe respond to a few messages, then take a break for a quick game of soccer with my son, followed by a family dinner.

    Tomorrow, I fly from Sydney to Adelaide to run a Sales Retreat for a client, so later tonight when the kids are asleep I’ll have a final look through my presentation deck, which I’ll email myself in PDF format for an easy flick through.

    Before bed, I’ll pick up either Sapiens by Yuval Noah Harari or The War of Art by Steven Pressfield, which are both sitting on my nightstand and read until my brain quietens and sleep arrives.

    Another bit of advice I received from a high flying cubicle escapee that resonated was to redefine what constituted success and each year to measure my new success criteria against my old corporate life. Otherwise, I can feel like a failure when comparing my current income stream to my big fat paychecks of old. But once you add in health, time with family, the opportunity to travel, learning and interesting projects, access to fascinating new people, being your own boss, making an impact, leaving a legacy, having a sense of purpose—suddenly, the golden handcuffs of corporate life don’t seem that appealing anymore.
    Related: Expert’s Advice on How to Build, Maintain, and Protect Your Confidence

    Jack Silberman

    CEO, The Silberman Group
    2 Employees
    LinkedIn

    A typical day for me starts out with a morning devotional that I send to my team members and close friends. It’s a great way to start the day with positive reinforcement on how to make today the best day of your life.

    Many mornings, I meet with leaders and other influential people for breakfast. I have found that to be extremely energizing and educational. It’s amazing the incredible advice you can get from someone that knows nothing about your industry but has transcendental wisdom about business or life that you can apply to your work.

    Once I get to work, the first thing I do is prepare for sales meetings. I run through upcoming opportunities, success stories, and failures with our sales team. It’s great to share stories with each other to learn from all of our experiences.

    Much of my day is spent with client-facing phone calls and meetings, but if I am not with a client, I’m typically strategizing with the executive team on how we can continue to create a vision and be a forward-thinking company.

    Before lunchtime, I often find myself running through emails. I do my best to answer every email within an hour.

    During lunch hour, I’m typically getting some sort of exercise in. Whether it’s spin or a high-intensity class, I’m usually in and out. I like to exercise hard and get a good sweat going. It energizes me for the rest of the day.

    Lunch is usually on-the-go. I often eat a light lunch and avoid bread as I found myself having more energy in doing so.

    The afternoon is typically spent in one more client meeting. I typically wrap up the afternoon by closing out every outstanding email.

    In the evening, I have committed to shutting work down until all three of my boys are in bed, and I’ve hung out with my wife. I oftentimes jump back online just before bed and run through and prepare for the next day.


    Daily Routines to Succeed as a CEO

    These daily rituals help these company leaders capitalize on every day. After reading them, there are several tips that you can apply to your own life.

    Whether you have a lean startup or a million-dollar business, you can achieve even greater success with these tips.

    • Plan your day before starting it. Most of us wake up and show up to work with little thought more than an hour ahead. CEOs dedicate time to planning their day and week ahead—then they leap into it.
    • Be extremely intentional. Whether it’s checking an email, hitting the gym, or adding an item to their task list, these executives value their time above others. They account for every minute of their lives.
    • Say no more often. One phrase wields anyone more power than they realize: “no.” By respectfully declining meeting invites or every single request, an executive increases their effectiveness by focusing on what matters most.
    • Develop meaningful connections. Instead of choosing between work or family, many executives make time for both. Since their time is a most valuable asset, they use it to spend time with people they cherish.
    • Be accountable. Executives embody the ambition to run their personal lives like their businesses. Some even share a routine of reviewing themselves like they would an employee’s annual performance.

    The best part about these tips is that you don’t need to be a founder of a company to benefit from them. It’s not every day you think about the habits and routines it takes to be a successful business leader.

    Even if you work for one of the best employers out there, you can use these tips to advance in your career and even launch your own business on your terms.

    Best of luck to all the hard-working CEOs out there running a business and maximizing their time for friends and family.

    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

    Have you served your community lately? At Nextiva, we invest in our communities every month through Nextiva Cares. Whether it’s through our time, technology, generosity, or fundraising, we practice our values of Amazing Service well beyond business communications.
    Throughout this year, Nextiva Cares has partnered with 14 organizations to give back and make a lasting impact.
    Here’s an overview of the impact Nextivians have made this year. It’s not a small list, so jump down to the sections below.

    Support our Communities through Team Engagement

    Nextiva Cares hosted two on-site volunteer experiences and a company-wide steps challenge.
    We kicked off 2019 by assembling 500 toiletry bags benefitting Andre House. With more than 60 volunteers on hand, we completed it in less than two hours.

    Completed canvasses from Nextiva for HEAL International

    In May, we hosted Spirit Week to celebrate our company’s anniversary.

    One such example is Nextiva Cares Day 2019, and we painted portraits to raise awareness and support for HEAL to combat human trafficking. Nextiva never disappoints. As a result, we painted and purchased 170 canvases, which has generated more than $2,000 for HEAL.

    September is Pediatric Cancer Awareness Month, and we held a company-wide Steps Challenge. We challenged every member of the Nextiva team to walk round-trip between Scottsdale to Silicon Valley, which is approximately three million steps. Following a few weeks of walking, the Nextiva team smashed their goal by walking 6.3 million steps!

    Team Nextiva Filling Bags for Andre House

    As a result, Nextiva Cares donated $2,500 to Phoenix Children’s Hospital and $2,500 to Ronald McDonald House.

    Serving our Communities through Volunteering

    At Nextiva, we have a special place in our hearts for animals, which is why we volunteered for two different animal rescues in February. We gave our time, elbow grease, and love to rescue kitties at Fearless Kitty Rescue. Our aid for furry animals didn’t end there. We also helped bunnies with special needs at Tranquility Trail Animal Sanctuary.
    https://twitter.com/Nextiva/status/1095040511436414976
    We also volunteered at the Barrow Cleft & Craniofacial Foundation in June. This unique partnership let our volunteers work directly with young adults who have gone through surgeries at the center and help them build their communication skills.
    To make the journey more comfortable, Team Nextiva packed care bags for patients. We helped young girls work on their self-confidence and public speaking skills, too.

    Donation Drives for Charitable Causes

    Nextiva Donated More Than 1,500 School Supplies

    The most straightforward way our team members give back is through donation drives throughout the year. We collected more than 1,500 school supplies for Child Crisis AZ, more than 1,300 socks for K2 Adventures Foundation.

    These donations directly impacted individuals in need, and we love being able to provide different ways for our team members to give back.
    It’s especially heartwarming to see how generous the Nextiva team is time and time again.

    Team Nextiva at Large Community Events

    Team Nextiva Preps for Pats Run
    Nextiva Delivers a Huge Check to K2 Adventures Foundation Annual Gala

    During the year, we also attend or host a few significant events that benefit our Nextiva Cares partners.
    One of our favorite events to lace up our shoes for is Pat’s Run in support of the Pat Tillman Foundation. It’s an annual tradition for Nextivians. We had almost 100 participants sign up for the race last year.

    In the summertime, we beat the Arizona heat by participating in the annual ALS Ice Bucket Challenge. This year, our team members played Ice Water Pong and raised nearly $10,000 for our local chapter of the ALS Association.
    Our largest donation this year took place through a social media campaign at NextCon. We raised more than $21,000 in three days for K2 Adventures Foundation.
    Following NextCon, our funds were matched 100% at K2’s annual gala. As a result, we doubled our financial impact to $42,000 for this incredible organization.

    Scaling our Impact with Community Sponsorships

    Nextiva's Ruth Vela Helping Students at Makers of Change Event
    Nextiva Hosts Phoenix Girls in Tech Events

    We also took some time this year to sponsor a few events with non-profits that mean something to us.
    In the spring, we helped bring fun carnival games and swag to Gompers for their annual Spring Fling. All their campuses converge in one space and enjoy dunking the CEO, playing carnival games, and getting their faces painted.
    As players in the technology space, it’s also crucial for us to support the future generations who will be helping us lead the way with new technology one day. This motivation is why we sponsored Southwest Human Development MAKERS of Change event.
    High schoolers teamed up to present assistive technology solutions for one of three different challenges. They pitched their solutions to a panel of judges to determine the winners. Nextiva’s Director of Global Technology Experience, Ruth Vela, helped evaluate the many teams and presented prizes to four winners.

    To encourage more women to pursue technology careers, we’ve opened our doors to support Phoenix Girls in Tech. In addition to our sponsorship, our technology and business leaders mentored the group with helpful advice in our Scottsdale office. A special thanks go out to Dasha Scheiffele, James Charles, and Eva Kuehnert from Nextiva for their contributions at these events.

    Nextiva Cares: Looking Ahead in 2020

    As we look back at the many different ways Nextiva Cares has made an impact, we are humbled to work with so many community partners. Each of them addresses a pressing need found in our backyards. We aim to help them through our efforts through our time, talent, and generosity.
    It’s not every day you think about the team behind your cloud phone system. We’re all proud to serve our communities through our time, talent, and generosity. It’s who we are. We call it Amazing Service.
    We look forward to serving even more people in need this year. Stay tuned for more updates.
    Related: Nextiva Helps United Way Raise $2.6M in Virtual Telethons

    ABOUT THE AUTHOR

    Shula Resendez

    Shulamit Resendez led Nextiva Cares, the philanthropic side of the company. She is dedicated to building community relationships and curating incredible experiences for employees, customers, and the community.

    Posts from this author

    Promoting your business is much more difficult today than it was in 2009. Driving awareness for your brand is about to get more challenging, thanks to the complexities of online search and social media. You can level the playing field against the competition with the power of digital marketing.
    The tactics your business needs to win in 2020 are much different from those a decade ago.

    Rand Fishkin is one of the top authorities in marketing, delivered a rousing keynote at NextCon19.
    Rand founded Moz and SparkToro and authored the new book Lost and Founder. He has been at the forefront of search marketing for over 15 years. At NextCon19, he revealed insights, data, and recommendations for brands to succeed in search and social media.
    During his keynote, he laid bare tips to succeed in digital marketing in 2020. Apply these digital marketing tips to increase your reach and conversions in 2020 and beyond.

    1. High Engagement Results in Greater Social Reach
    2. Beware of Google’s Rising Influence on Digital Marketing
    3. Create Business Models that Survive Digital Marketing Change
    4. Measure the Right Digital Marketing Metrics that Matter
    5. Build a Responsive and Loyal Email List

    NextCon Studio Interview with Rand Fishkin

    Download Rand’s Slides from his NextCon Keynote

    Alright, let’s dig in! You don’t want to miss these digital marketing tips you can apply to your business.

    1) High Engagement Results in Greater Social Reach

    Social media marketing has come a long way in just a few years. During his keynote, Rand shared three tactics to drive social media engagement:

    • Optimize for comments and engagement in 2020 if you want to succeed on social media.
    • If you post content with low engagement, social media platforms penalize the reach of future content. Conversely, you can use positive engagement streaks to drive traffic back to your website.
    • Facebook, Twitter, and Google craft their sorting algorithms to make users addicted. They want to maximize revenue from advertisers. All they care about is keeping users on the platform longer. That means content that keeps your audience on the platform performs best.

    “Take advantage of these things now, while social influence is still possible,” Rand told the audience. “Three years from now, I’m sure the landscape will be much different.”
    From a tactical level, it means you can’t simply post everything on social media. Be selective with your digital marketing campaigns. A series of misses limit the success of future content published by your brand.
    Here’s a hot take I posted after Rand spoke at NextCon.

    During his NextCon Studios conversation with Yaniv Masjedi, our chief marketing officer, Rand was candid about his mistrust of Google. He spoke about how the behemoth’s algorithm makes it harder for small companies to perform well with search engine marketing.
    On a whim, Google can enter new verticals like travel, recipes, music, and erase the past success of top performers. Google’s interests go well beyond search.
    “It was interesting watching the hearings this summer when multiple tech companies testified before Congress,” Rand said. “I remember watching one congressman tell Adam Cohen, Google’s director of economic policy, that Larry Page had once said Google’s mission was to get information to the end-user as fast as possible, and then ask Adam if that was still Google’s mission.”
    “You could just see Adam crumble, provide a non-answer, and dodge the question. We all know the answer is no—that they want to keep people on Google because that is how they monetize their customers.”
    He echoed this same sentiment in his keynote, explaining that while SEO is not dead, Google has taken away organic clicks via Featured Snippets and in-house products. They also rank videos on YouTube above competitors like Wistia in search.
    Why should Google’s reach and size matter to you? As a marketer, this creates new opportunities. Unfortunately, digital marketing tactics of previous years no longer work as well. You need to always be willing to revisit your previously held assumptions, especially in digital marketing.

    The Rise of Zero-Click Searches

    Google Zero-Click Searches - Stats from SparkToro and Jumpshot - Data


    SparkToro
    Rand said he worries about the percentage of clicks that go to paid search versus organic search. In particular, zero-click searches are rising.
    “If your business can benefit from providing zero-click searches, the world is your oyster,” Rand declared. If this sounds tempting, it’s because it can help you pierce through the noise by surfacing high-value excerpts to the top of Google.
    For companies that have an interest in becoming an authority in their industry, this is helpful. However, this search engine optimization opportunity presents new challenges.

    • Can I benefit from this search query?
    • Can my team or client give credit for zero-click rankings?

    If your answer is neither, then focus on keywords that do convert better. Ultimately, it means if you create value from search, you should pursue it.

    3) Create Business Models that Survive Digital Marketing Changes

    Rand rocketed to stardom in the marketing world with the success of Moz, ‘Whiteboard Fridays,’ and SparkToro. While those successes look simple from the outside, there were many bumps in the road. So many bumps, he decided to write about them in his book Lost and Founder.
    “Lost and Founder is a guide for myself on things I should have done differently,” he told Yaniv during the NextCon Studios interview. “There is an idea that is popularized in the startup/tech world that venture capital is the end-all-be-all. That, if you build a great company, you will be interesting to a venture capitalist, and that interest will make you some sort of superstar.
    “But if you noodle on that logic for just a few minutes, you will quickly see that message is just from the VCs and the tech press. The truth is, I think, VC kills more than it means to because there is so much pressure to grow quickly.”
    Instead of focusing on rapid growth, Rand suggests entrepreneurs center their attention on profitability and survivability. No amount of digital marketing can save you from a broken business model.

    4) Measure the Right Digital Marketing Metrics that Matter

    Influencer Marketing Challenges - Survey Data from Mediakix
    (Source)

    On the topic of how businesses can do a better job marketing, Rand spoke about measurement. Specifically, the fallacy of influencer marketing.
    He said while marketers put dollars toward a channel like influencer marketing, brand advertising, events, and sponsorships, they rarely track those dollars. Even worse, those activities are loosely connected to a company’s overall mission, vision, and goals.
    “But on the other side, when it comes to organic search, content marketing, and email marketing, a lot of marketers are obsessed with proving ROI value based on last-click,” he says. “It is madness to underweight measurement in one sector and overweight another sector. By doing that, you lose your ability to be creative and thoughtful in tactical channels.”
    Gen-Z and Millennials are mired in influence marketing. While most influencer marketers exist on YouTube and Instagram, influence is found everywhere, contended Rand.
    As a digital marketing strategy, you wouldn’t want to target the largest influencers on the web. Instead, focus your efforts on the highest affinity and engagement instead of sheer size alone.
    Great marketing happens when brands engage customers and trusted authority figures they care about. Figure out what content they engage with on organic channels. Earn quality brand exposure. Advertise to drive sales among those who are consuming those channels.

    5) Build a Responsive and Loyal Email List

    What is the single most tactical, undervalued, marketing channel? Email lists.
    Companies can establish strength in search, but then Google can take away those channels with a new algorithm. The same goes for YouTube, Facebook, LinkedIn, and others. Not many digital marketing tactics have a 40:1 return on investment (ROI).
    “But if you have someone’s email list, and they love getting emails from you, and they open it every time, you become hard to compete against,” Rand told Yaniv. “Strong email lists can build on themselves in a flywheel fashion the way few other practices can.”
    Building an in-house engaged email list helps you achieve more successful marketing campaigns. Beyond the segmented audience, the contact group can multiply digital marketing performance. Digital marketing tactics like retargeting enable your business to reach new prospects with similar characteristics later.
    Related: Digital Transformation Strategy: It’s Time to Get Serious

    Your phone system doesn’t integrate with other tools.
    It’s costing you valuable customers every day.

    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

    What's an Operational CRM & How Is It Used?

    January 3, 2020 13 min read

    Cameron Johnson

    Cameron Johnson

    As you scale your business to the next level, researching Customer Relationship Management (CRM) software is a fundamental step.
    In this guide, you’ll learn about the components of successful CRM systems, including best practices that minimize costs and achieve higher revenue growth.
    Not all CRM systems are created equal. When most people think of CRM, an operational CRM that spans multiple business functions comes to mind.
    An operational CRM system supports sales, marketing, and service functions within a company. Dig in to learn the best practices for adopting this CRM in your own business.

    What is Operational CRM?

    There are a few primary types of CRM systems out there, often focused on one purpose like sales, service, or analytics CRMs. Rather than focus on a singular purpose, Operational CRM software blends all of these business processes into one. It’s what most people think of when referring to CRM software.
    Definition:

    Operational CRM

    A centralized system that supports the sales, marketing, and customer service functions within a company that stores information on customers, leads, and employees using a shared interface.

    An operational CRM is designed to improve routine business operations and securely store data on all your business activities with customers and prospects. Key CRM features enable businesses to measure, analyze, and tailor the customer journey in real time.
    A VoIP system integrated with a CRM would be one example of an operational CRM. You can watch our 3-minute video below to learn more about how VoIP CRMs work:

    How Does an Operational CRM Work

    Business Processes from a CRM

    To understand how operational customer relationship management works, let’s peek into the business processes of a typical business across its various departments.

    1. Marketing Campaigns

    To drive business, marketing typically adds and stores new leads from tradeshows, digital marketing, or other demand-generation activities into the CRM. Online forms typically add leads to the CRM, and they might even kick off automated marketing like emails, flyers, or text messages.

    For those just starting out, consider adding your existing email subscribers and past customers from your accounting software into your CRM.

    2. Sales Activities

    Poll: Top CRM Pain Points

    When someone responds to marketing campaigns, your sales team engages with leads through email, phone, and text. Ideally, people respond quickly, but reality dictates that most of them will require follow-up.
    A high-performing sales rep will document all of their interactions, relevant notes, and next steps for each lead. They would update the contact record within the CRM. When the prospect converts, they will need to hand them off to the fulfillment side of the company.
    The final stage in sales is to communicate a new customer’s requirements to their service and support teams. To do this, they store such information within their CRM.
    Polling conducted by HubSpot points to manual data entry (23%) being the top pain point about using a legacy CRM. Following that, the difficulty in tracking the sales pipeline is a close third (13%) for user frustrations.

    3. Service & Support

    And finally, your service team has to deliver. Any miscommunication or unclear expectations fall on the customer support team. That’s never fun. Save them the hassle—and ultimately lost revenue—by documenting customer needs clearly. A CRM retains all this info from day one.
    Traditionally, businesses have used helpdesk software or a shared email system. In 2020, the play to consolidate separate CRMs into one. One centralized view of the customer.
    You might not have an implementation function for your company, such as if your company sells insurance. But it’s likely you have a service role. Even if it means replacement parts, repair, or technical support. When everyone accesses the same customer record, operational CRMs allow for better customer experiences.
    Market research firm Gartner recommends business owners evaluate their five top-level CRM application categories: sales, marketing, customer server, digital commerce, and field service.

    The firm recommends that business leaders take the time to deeply understand how an operational CRM will advance their business strategy. Typically, businesses underestimate their needs, and this can trip up performance later.
    Related: 10 Steps to Develop a Winning CRM Strategy

    An Example of Operational CRM

    Let’s look at a practical example for a moment.
    Let’s say you run an automotive dealership, and your marketing team targets customers who want red cars. Your sales team, however, is pushing blue cars, and your customer service team is helping drivers with yellow cars. In this case, a lot of people waste their time and effort. This costs the business real money.
    An operational CRM helps tie in these teams and align everyone’s goals. CRM operations are best when marketing lead data is directly linked with sales goals, and current or prospective customer data is fed to the service team, so they can provide the best support possible.
    This is really where operational CRM shines.
    By aligning the various departments within an organization, businesses can automate processes and improve the overall customer experience. This automation then allows businesses to spend less on labor (paying employees for hours of manual work) and strategically invest in areas that they want to grow.
    To better illustrate how the CRM system automates processes, let’s look at what can be automated in a typical sales department.

    Sales Automation

    Increasing Sales from an Operational CRM


    Any operational CRM worth its salt will track leads, prospects, and sales. But a great system will do much more than that, from automating initial contacts all the way through setting up sales meetings.
    Gone are the days of flipping through the phone book and cold-calling potential customers. A well-equipped team makes sales with targeted lead data available to them via an operational CRM system.
    And it doesn’t stop at the sale. A CRM can automate upsell or cross-sell communication, maintain a follow-up schedule, and track sales performance.
    Aberdeen Research Group offers supporting data that sales automation makes a huge difference. “Best-in-class” firms using sales automation outperform laggards by up to 217% in return on investment. The firm’s research concludes that further investment in operational CRM translates to favorable real-world business outcomes:

    • 52% more proposals, quotes, or RFP responses delivered to prospects (14.25 per sales rep, per month, vs. 9.40)
    • 32% higher overall team attainment of sales quota (62% vs. 47%)
    • 23% higher lead conversion rate (33% vs. 27%)

    Examples of Sales Automation

    Illustration of how Lead Routing Works - Operational CRM

    Automated Reporting
    Sales teams are notoriously competitive. Imagine giving them a report each morning of goals and productivity, contacts made, and sales closed. Talk about a push in motivation. They love challenges—and crushing them.
    From a management perspective, reporting can be reduced to selecting the data you need and generating the report. No more sifting through spreadsheets, hiding columns, sorting data, and trying to figure out formulas. Whenever you need to get real-time sales data, you have it.
    Lead Distribution

    A practical use-case for distributing leads would be if you have a trainee or a sales lion who closes every sale on the same phone system. You’d probably want to prioritize more leads for the closer to the team. An operational CRM keeps your sales pipeline flowing so leads don’t get stuck and your revenue is predictable.
    Likewise, you also want to give your newer salespeople the opportunity to grow and develop their sales skills.
    Get the best leads to the best sales reps – automatically. Set your team (and your company) up for success. Don’t let leads languish on a list somewhere until you have time to assign them.
    Lead Prioritization
    Use the data available at your fingertips to prioritize leads. Classify which leads are hottest and which are outliers, and funnel those results to your sales team. Certain marketing assets and sales activities carry more weight than others.
    Save time by focusing your sales efforts on leads who are more likely to buy. Once that list is exhausted, then move on to the other leads. It seems easy, right? But you can only do this with prioritized lead data.
    Sales Content Repository
    Are your sales reps recreating the wheel every time they send a proposal? (Hopefully not.)
    Store, track, and manage content in an operational CRM so your team has quick access to anything they might need to provide for a client. Not only does this save time, but it helps with quality control. No more ad-hoc sales letters filled with typos. Simply grab one from the repository, tweak it, and send it off.
    Scheduling Meetings
    Managing a successful salesperson’s calendar can be nearly impossible. Don’t make your sales team act as their own personal assistants. Harness the power of your operational CRM to do the hard work for them.
    Find a great scheduling tool and integrate it with your CRM. Prospects can then see your rep’s availability and book a meeting that fits into their schedule. All this without direct involvement from the sales rep.

    Marketing Automation

    Increase Sales with Marketing Automation - Operational CRM


    Your marketing team should be focused on creating powerful marketing campaigns. They shouldn’t spend time maneuvering through painful spreadsheets or manually analyzing data. That’s what operational CRM gives your marketing team leverage with marketing automation.
    The goal of automated marketing campaigns isn’t to coerce your contacts to buy. It’s to facilitate a buying environment where someone is ready to buy and primed with the right information. This could be through customer stories, helpful datasheets, and nifty checklists to help them feel excited about your product or service.

    Marketing Automation Campaigns

    Repeating Purchase Campaigns - Operational CRM

    Welcome Campaigns
    You have the opportunity to put your company, your brand, in the best light. The ball is in your court. Instead of waiting and hoping a prospect chooses your company, push them in the right direction with automated welcome emails.


    Even after an introductory call, you should send a welcome message so the prospect becomes conditioned to hear from you proactively.
    Don’t depend on a person to manually send out a welcome email every time someone visits your site or calls your company. They can’t keep up. And why waste the manpower, anyway? Automate it with your operational CRM system.
    Onboarding Campaigns
    After you’ve made the sale, now what?
    There’s a good chance the excitement is going to wear off in a few days. Maybe they lost interest. Maybe they don’t know how to use their new product.
    Hint: Your customers don’t know how to benefit from your product as much as you do.
    In any case, building a loyal brand following takes communication. You want your customers to experience your product and service and love it. Then you want them to buy more.
    This is where onboarding campaigns come in. Automate contact with your new customers through your operational CRM. Reach out, and ask them how they’re doing. Invite them to call you if they need help. Ask for their feedback. When the customer knows you’re still around after the sale, they’ll be a lot more likely to use your thingy and talk about it.
    Repeat Purchase Campaign
    What’s next after the onboarding campaign? A repeat purchase campaign, of course.

    Now that your customers are delighted with their purchase, it’s time to give them even more. You want to check on their past purchases to see if there is relevance for additional products or services.
    It’s a lot more expensive to get new customers than it is to get repeat business from existing customers.
    Re-engagement Campaign
    So your customer didn’t come back and buy the new-and-improved service.
    Every single customer is a potential repeat customer, no matter how long ago they purchased from you. Use your operational CRM to track a customer’s last purchase and their last interaction with your company to target them in a re-engagement campaign.

    Support Automation

    ways operational crm helps with customer service automation
    Every customer interaction is a chance to grow your company. Not just by making more sales but by providing excellent customer support.
    Automating customer interaction and support is where an operational CRM can really shine. From scheduling customer follow-ups, tracking problems, and supporting client self-service, your CRM can do a lot of the dirty work for you.

    Support Automation Examples

    Self-service
    By now, most companies offer a certain degree of automation and self-service with it comes to customer support. We’re so used to self-service, in fact, that we’re frustrated when it’s not available to us.
    The easiest and most “close to cash” method of customer self-service is managing their billing and payment information. Offer a customer portal to sign in and update their method of payment, storing it safely in your operational CRM, not on a sticky note.
    Satisfaction Surveys
    After every interaction, or on a semi-annual basis, you should survey your customers. By doing this, you will unearth powerful insights. Instead of paying for additional survey software, using one that’s deeply integrated with your operational CRM is ideal.
    Instead of cleaning up the data and cursing at your screen while creating a VLOOKUP function in Excel, you could just know what your customers feel by accessing their records or pulling a quick report.
    This is the beauty of an operational CRM – you don’t need to mess with the data to know your customers and prospects.
    Case Routing & Escalation
    Emails get lost. Voicemails get ignored. With built-in case routing and escalations, especially for certain keywords, you can efficiently direct matters to the right people. Forget about using half-baked integrations.
    When a case is escalated, your operational CRM will notify your team that they need to respond and even halt all future marketing campaigns until it’s resolved.
    Related: The Top 10 Best Customer Service Examples of All Time

    What makes operational CRM different?

    We mentioned a few different types of CRMs. Here is a quick summary of their functions.
    Operational CRM

    • Primary Functions: Sales, Service, and Support.
    • Perfect for customer-facing functions
    • Connects marketing, sales, and customer service teams
    • Automates many functions, including scheduling, follow-ups, and contacts
    • Facilitates customer self-service functions

    Analytical CRM

    • Primary Function: Data Analysis
    • Collects and analyzes customer data
    • Tracks and analyzes key performance indicators
    • Helps management make business decisions and set long-term goals

    Collaborative CRM

    • Primary Functions: Document Sharing and Employee Engagement
    • Acts as a database for internal company information
    • Supports cross-functional processes
    • Addresses internal communication breakdowns

    Operational CRM Benefits

    Companies with strong internal communication are 20-25% more productive.

    While each type of CRM has its place, and one may fit a company more than another, operational CRMs greatly benefit companies that want to drive customer satisfaction and loyalty.

    Here are several powerful benefits an operational CRM has over other types of CRMs.
    Enhance marketing processes – Drill down into your customer data with laser focus. Learn which are the likely buyers and then launch campaigns to target similar buyers. With the help of the customer data in your CRM, you can analyze buying patterns and customer demographics to tailor the best possible marketing campaigns.
    Increase internal communication – It’s no secret departments that don’t communicate are usually not working toward the same goal. When an organization has access to the same information, it puts them all on the same field, playing the same game. The operational CRM’s ability to capture, store, and disseminate data makes it a great tool for inter-departmental communication and information sharing.
    Maximize upselling and cross-selling – Operational CRMs start capturing your customers’ data from the first touchpoint and maintain those records through the customer lifecycle, logging each sale, contact, and issue. This sets up your sales team for the perfect upsell and cross-sell opportunities. With their purchase history, sales reps can use sales tactics tailored to each client.
    Increase Revenue – Operational CRMs are known to produce more than $8 of value for every $1 invested in them. At an 8:1 ROI, you can’t go wrong with a CRM for your business. Scaling your sales team and giving them tools to sell and close better will undoubtedly increase your company’s revenue.
    Increased Customer Satisfaction – If you can’t support your customers and provide them with great service, they won’t stick around. That’s why it’s important to put your CRM system in place. Customers hate repeating themselves, so arming your staff with a centralized CRM system will improve the customer experience instantly.
    Equipping your customer service team with a CRM allows them to provide accurate, timely, and well-informed information. They can see when the customer has called in the past and what was discussed on those phone calls. They can see when the customer has a problem and contact technical support.
    An operational CRM provides all this data and more, so your customer service team can have a holistic view of the customer’s relationship with your company. This is how great customer service experiences are born.

    Related: 30 Customer Service Tips (with Examples) to Try

    64% of people find customer experience more important than price. (CRM Statistic)

    CRM Best Practices

    It’s one thing to select a CRM to grow your business and another to put it into practice. We’ve all experienced failure setting up CRM before. Avoid the common pitfalls of customer relationship management software by employing these best practices.

    1. Scope out your needs and requirements. Analyze your internal needs and compare CRM software to see if it meets your business needs. Plan to immerse all of your business and customer data into one operational CRM platform.
    2. Survey your internal sales team and support staff. Observe how they interact with leads and customers. Document the entire sales process so you can activate your CRM with ready-made campaigns.
    3. Replicate your successful marketing campaigns and front-load the data into your CRM. This includes tracking data, custom fields, and helpful information for your sales team to understand. The history of customer interactions helps everyone serve customers better.

    Interested in a soup-to-nuts CRM strategy for your business? We’ve compiled the best practices found in the industry’s most successful companies.

    Selecting the Right CRM Solution

    For many business owners, they know the feeling of Goldilocks all too well. Most CRMs are designed for mega-corporate enterprises with thousands of staffers. While there’s nothing wrong with that, it can be intimidating to land on the right CRM for your business.
    The better solution is a perfect blend of the ease and convenience of an operational CRM for your needs. Big enough to actually hold essential business information but simple enough to get up and running in a few days. You want a CRM system robust enough to manage all of your prospect and customer interactions.
    Nextiva’s Sales CRM is the right fit for business owners who are looking for the benefits of a custom-built system (it adapts to you, not the other way around) without the burden of a huge IT and staffing commitment. Likewise, Nextiva’s Service CRM is for you if you manage service tickets.
    No matter your needs, there’s a CRM solution out there to support your business operations. As your business grows, your CRM software grows with you.

    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.

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    The results are in! Glassdoor has named Nextiva as one of the Best Places to Work in 2020. Only 100 employers across the United States have been awarded this elite distinction, and we are thrilled to have made the list.
    Glassdoor identified the best employers based on eight attributes seen in employee reviews, including satisfaction, career opportunities, compensation, benefits, values, senior leadership, and work/life balance.

    Nextiva is a Best Place to Work in 2020


    Yaniv Masjedi, our chief marketing officer, summed up our culture well. “Nextiva provides growth opportunities in an environment where people can be themselves. We love what we do, and it shows—that’s why Nextiva is the best place to work.”
    “We’re proud to have been named a best place to work thanks to our team’s reviews on Glassdoor – this goes a long way to showcase the extraordinary company we’ve built together,” said Mark Green, our chief people officer. “What makes Nextiva special is our incredible talent and the entrepreneurial spirit we have been able to maintain, even as the company has scaled to over 1,000 people across the globe.”

    Infectious Culture of Amazing Service

    Nextiva’s culture centers around providing Amazing Service, both to customers and each other. Beyond delivering truly excellent service, we like to have fun, too. We serve lunch weekly, give back to our communities, and offer numerous health and wellness activities.
    Here’s a peek inside life as a Nextivian:

    • Friday Throwdowns – After a week dedicated to providing Amazing Service to customers, members of our teams compete in uncanny, fun contests.
    • AmazingFest – Team Nextiva enjoyed an action-packed day with their families in the park, making way for new connections and experiences outside of the office.
    • Nextiva Cares – Our team works together to improve our communities through their time, donations, and in-kind partnerships. This year, we’ve benefitted Pat Tillman Foundation, HEAL International, ALS Association, Child Crisis Arizona, Ronald McDonald House, Phoenix Children’s Hospital, K2 Adventures Foundation, and more.
    • Weekly Lunches – As a perk for working hard every day to serve our customers, we provide catered lunches. We also served a hearty meal for Thanksgiving, too.

    There’s more to our culture than these fun events. We’ve built our company culture of trust and autonomy. Everyone is empowered to make a difference regardless of their title.
    Many consider Google, Salesforce, and LinkedIn to be the ultimate employers. However, the results suggest otherwise. The Glassdoor Best Places to Work award showcases top employers around the United States.
    Related: How Do CEOs Organize Their Day? These Founders Reveal Their Routines

    Inspiring Employee Reviews Reflect a Best Place to Work

    Nextiva Glassdoor Review - Exciting Work Environment
    Nextiva Glassdoor Review - Amazing Company, Amazing Leaders, and Great Place to Work!
    Nextiva Glassdoor Review - Great Team Environment, Easy-to-Learn Platform

    Read through more than 450 passionate and energetic reviews from Nextiva employees. You’ll find that we don’t just provide a fun place to work, but a meaningful, enriching one, too.
    Here are a few of my favorites.

    Thrilled to be Ranked a ‘Best Place to Work’

    It’s also worth mentioning that Nextiva is one of three employers headquartered in the Phoenix metropolitan area that is rated one of the best places to work in the nation. Wow!
    Phoenix remains an attractive city for growth. Besides a stable and strong real estate market, a thriving economy, the city is home to many well-known software companies, but most of them did not make the list of best places to work. Business growth leader, Greg Head, has curated a detailed listing of software companies based in the greater Phoenix area.
    Slowly but surely, Phoenix has become a top destination for software firms and innovative companies. San Francisco, New York, and San Jose aren’t the only hubs of tech companies.
    The companies that earned a Best Places to Work award for 2020 in the Phoenix area are:

    • Nextiva
    • Taylor Morrison
    • JDA Software

    We don’t have an in-office playground. We don’t have a luxurious office space. We do share a focus on helping businesses communicate with customers. Everyone at Nextiva is proud to put in great work and enjoy generous PTO in the company’s competitive benefits package.
    It’s no surprise that Nextiva was also recently named one of the fastest-growing technology companies in the United States. You don’t get that way by being mediocre. The work environment makes it a great place to work in North America.
    Behind its award-winning product, Nextiva has a growth-oriented leadership team. Comprised of rich backgrounds in building successful companies, the management team continues to guide the company in making it one of the best workplaces in the U.S.
    We have something special here. You might even say we’re Amazing.
    We’re hiring: Browse our 50+ job openings!
    Press Release: Glassdoor Names Nextiva One Of The Best Places To Work In 2020
    Related: Nextiva Wins Multiple Stevie Awards for Excellence & Innovation for Fifth Consecutive Year

    ABOUT THE AUTHOR

    Joe Manna

    Joe Manna was a senior content marketing manager at Nextiva. He blends his marketing acumen and deep technical background to improve people's lives with technology. His expertise helps companies large and small serve more customers. He enjoys a rich iced latte and a non-fiction business book when he's not pressing words.

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