When people ask me what I do, I often respond "I ask questions". Why? Because asking questions provides insight into your business, and leads me to understand the needs/issues you are facing.
If you ask someone for advice on what technology solution to get – e.g., a CRM system – and they respond without asking how you will use it, are you really getting the right resource for your needs? Without taking the time to discover your user's requirements, you risk purchasing something that doesn't work for you and your business model. Yes, the devil is in the details.
Too many times we choose what works for someone else, without seeing if it truly meets our needs.
Customize your tools
Make your resources work for you. Take the time to customize your software to allow you to quickly find the information you need.
Having the information at your fingertips allows you to respond promptly to inquiries. You know the saying - the early bird gets the worm.
Your clients will appreciate your promptness in responding to their needs.
Document your process
Following a process provides consistency, ensuring that everyone in your organization knows where to find the information needed at any time. The less time looking for data, the more time being productive.
When you get distracted from the task at hand it takes 20 minutes to get fully immersed back into your work. Multiply 20 minutes by each interruption in the day – the hours add up fast. When you fix the interruptions, your available time adds up fast too.
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