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Best Call Recording Software

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Call recording software is a useful tool for businesses and individual users alike. 

From quality assurance to employee training, compliance, record-keeping, dispute resolution, and more, there are dozens of reasons why organizations can benefit from recording calls. 

But there are so many different call recording solutions on the market today. With so many options to consider, finding the best one for your unique situation can feel like a tall task.

Use this guide to learn more about my top picks and methodology for finding the best call recording software for you.

The Top 6 Options For Call Recording Software

TalkdeskCube ACRCallcapRev Call RecorderAircallKixie PowerCall

How to Choose the Best Call Recording Software For You

There are certain factors that I looked for while narrowing down the top recommendations on my list. You can use this methodology as well when shopping around comparing different tools side-by-side. Consider this as your buying guide for call recording software.

Use Cases

Why are you seeking a call recording solution?

The answer to this question will help narrow down your options. Some tools are better for sales and marketing, while others are better for training, management, monitoring, and quality assurance. 

There are smartphone apps for call recording for personal use and full-scale business phone solutions with built-in call recording features. 

The type of calls you’re recording will impact your decision as well. Some solutions only support traditional calls, while others support WhatsApp call recording, Skype call recording, and other third-party platforms. 

On-Demand vs. Automatic Recording

Do you want every inbound and outbound call to be recorded automatically? Or would you prefer to control if and when a recording starts and stops?

The ability to choose between on-demand and automated recording is definitely something to keep in mind as you’re shopping around. 

For large-scale business use, automatic recording will probably be your best option. It’s one less step your staff has to think about during a call. But for personal use, you probably don’t need to record every single call you make or receive. 

Live Monitoring and Call Evaluation

Live monitoring is a crucial tool for call centers. In addition to recording the call, this feature allows managers or admins to listen in on calls in real-time. 

Overall, this is a proactive way to improve quality assurance. 

Some software takes QA one step further by providing call evaluation metrics. There are tools out there that can use recordings for sentiment analysis, conversion insights, and more to provide advanced scoring grades for each call. 

Security and Compliance

Security needs to be a top priority for conversations that include sensitive information. Examples include credit card information, medical information, personal details, and more.

Certain businesses must follow industry-wide regulations to ensure compliance. Make sure the software you’re considering meets all necessary regulations, even if it’s something as simple as notifying the caller about the recording and giving them the option to opt-out.


Another factor to consider is to assess the way recorded calls are stored and accessed from platform to platform.

What type of storage restrictions does each plan have? How easy is it to access, organize, and listen to those recordings at a later time?

For example, let’s say you’re dealing with a customer dispute. A customer claims that they never gave your staff permission to charge their credit card over the phone. Can you quickly locate that recorded call to find out what happened? The best call recording storage systems are searchable and well-organized. 

The Different Types of Call Recording Software

Call recording software comes in different shapes and sizes. Generally speaking, these tools can be segmented into four major categories.

Smartphone Apps

Smartphone apps for call recording are pretty self-explanatory. There are OS-specific apps you can download from your respective app store for recording phone calls.

Most smartphone apps are intended for personal use, as opposed to large-scale business use. These are typically better for on-demand call recording, as opposed to automatic call recording.

Call Center Solutions

Many all-in-one call center solutions have built-in tools for call recording. These are great for inbound support teams, outbound sales teams, and call recording at scale.

In most cases, you can set up automatic call recording with your call center software. The majority of these tools have advanced features for live monitoring, quality assurance, and other administrative tools. 

VoIP Phone Services

Similar to call center software, most VoIP business phone systems have built-in call recording capabilities. With that said, this feature may not come standard with every VoIP phone plan.

You might have to upgrade your package to get this feature. Additionally, storage limits and the length of time that recorded calls are available will usually vary from plan to plan.

Browser Extensions

If your team takes and receives calls from a computer, a browser extension for call recording could be a great option for you to consider. 

Most of these tools are browser-specific and may not work from anywhere. For example, some call recording extensions may work for Chrome, but not for Safari or Firefox. So, keep that in mind if you’re considering a browser extension. 

#1 – Talkdesk — Best For Voice and Screen Recording

Talkdesk is a modern cloud contact center solution. One of the main benefits of using this platform for business communication is the built-in call recording capabilities.

With Talkdesk, you’ll gain deeper customer insights with encrypted screen and voice recordings.

By synchronizing the playback of voice and screen recordings, you’ll have more context for evaluating customer interactions with your support team. This also makes it easier to ensure compliance and provide your agents with in-depth feedback on their performance. 

The software has a feature called Talkdesk Speech Analytics. The tool is perfect for analyzing calls based on customer sentiment, keywords, topics, and more.

Some of the other key features and benefits of using Talkdesk for call recordings include:

Inbound and outbound call recordingCustom storage optionsAbility to pause and resume live recordingsStore recordings for as long as you needStorage available on Talkdesk’s cloud storage or use your own storage system

Talkdesk even has tools for quality assurance. Admins can add time-stamped annotations to recorded calls and fill out scorecards to improve agent performance. All of this can be managed from a simple and intuitive interface. 

Request a demo to get started. Pricing for this contact center solution is based on the number of agents on your team.

#2 – Cube ACR — Best Call Recorder For Android

Cube ACR is a smartphone app designed specifically for Android devices. It has 10+ million installs worldwide.

In addition to cell phone calls, this simple tool makes it easy to automatically record calls from VoIP platforms like Skype, WhatsApp, Viber, Telegram, WeChat, LINE, Slack, Hangouts, and more.

For such a basic app, Cube ACR has surprisingly good recording quality, and you can clearly hear both sides of the conversation. Just customize your settings to enable VoIP calls, automatic recordings, and control storage backups via Google Drive, Dropbox, etc. 

Cube ACR is always coming out with new updates to ensure recordings are stable and reliable. 

Other noteworthy features and highlights of Cube ACR include:

Cloud backupsSilent modeGeotagging to see where calls take place on a map viewData security with a PIN lockAutomatically remove old recordings to free up storage

If you want to mark an important part of the conversation, simply shake your phone, and Cube ACR will highlight that part of the call so that it’s easy to find later. 

While the app is popular for individual use, the software has business-specific features as well. It integrates with certain business tools, has custom development, and offers special business licensing options. 

The app is free and has a 4.3/5-star rating with 510,000+ reviews on the Google Play Store. 

#3 – Callcap — The Best For Call Monitoring

Callcap is a bit unique compared to some of the other software on my list. It’s not really a standalone call recording tool. This platform is branded as a call tracking and monitoring solution, but it does have call recording capabilities.

Marketers leverage Callcap to gain deeper insights into consumer behavior. Any business seeking an advanced solution beyond basic call recording should consider Callcap.

Callcap will automatically record all of your business calls. These recordings are available at any time. You can use them for agent training, employee recognition, lost opportunity analysis, disputes, and more.

All recordings are stored in the cloud and accessible from anywhere, and it is easy to share recordings with team members.

But Callcap takes these recordings to the next level with third-party monitoring services. Their trained analysts provide unbiased scoring for all inbound and outbound calls. The data from Callcap allows agents to improve, close more deals, and increase customer satisfaction. 

Other benefits of Callcap include:

Catalog item tracking reportsTrack revenue by campaign or employeeSecure and PCI compliant recording and monitoringManual pausing and automated scrubbingCall trackingCall recovery

Callcap is not for everyone. If you just need a basic solution for recording calls, look elsewhere. But if you want one of the most advanced call recording and monitoring services on the market today, Callcap should be at the top of your list. 

#4 – Rev Call Recorder — Best Call Recording App For iPhones

Rev is best known for its online audio transcription and video captioning services. It’s trusted by more than 170,000 customers worldwide, across industries like marketing, legal, media, education, and more.

But they also have an excellent iPhone app for recording calls.

This is a simple and straightforward solution for call recording. It’s a viable option for both personal and business use cases.

Here’s a quick overview of Rev’s key features:

Automatically record incoming and outgoing callsFree and unlimited call recordingConvert any recording to text with the in-app transcription featureEasy to share recordings and transcriptions via Dropbox, email, and more

Aside from the ability to transcribe and share, Rev is a no-frills solution for call recordings. It’s perfect for anyone who wants a free and simple way to record calls on their iPhone.

#5 – Aircall — Best All-in-One Business Voice Solution

Aircall is more than just call recording software. It’s a complete cloud-based call center solution made for business teams. 

You can set it up in seconds without any hardware, downloads, or headaches associated with traditional phone systems. Best of all, every Aircall plan comes with call recording capability.

If you just need a way to record calls on your existing phone system, Aircall probably won’t be a viable option. This software is designed for businesses that need a completely new phone system. The call recording features are just some of the many perks you’ll get with an Aircall subscription.

Some features of Aircall include:

Automatically record inbound and outbound callsCustomize recording settings at any timeOn-demand playbacksCRM integrationsClear recording qualityUnlimited calls in the US and Canada

Aircall has additional services for things like call monitoring, call whispering, and call analytics. These advanced features are not available on the entry-level plan.

Pricing starts at $30 per month per user, and you can try it for free for seven days.

#6 – Kixie PowerCall — Best Chrome Extension For Call Recording

Kixie PowerCall is another all-in-one business phone solution. It’s a top choice for remote teams looking for a simple way to manage calls.

This robust Chrome extension can be installed in seconds on Mac, Windows, and Chromebook devices. All Kixie PowerCall plans come with call recording capabilities.

As a Chrome browser extension, it’s easy for agents to make and receive calls from anywhere. Recordings can be managed with a single click, and the software is ready to use out of the box. 

Since Kixie PowerCall is an all-in-one phone system, you’ll also benefit from features like:

Single-click voicemail dropLocal presence phone numbersClick-to-call dialingLive call coachingCall reporting insights

Like some of the other software on our list, Kixie PowerCall is better for teams that need a complete business phone solution. If you just want basic call recording features on your existing phone service, you’ll find other options more suitable for your needs.

You get 300 free minutes when you try Kixie PowerCall free for seven days. 


Call recording software comes in different shapes and sizes. The best option for you will depend on your unique wants and needs. 

Consider a smartphone app or standalone call recording tool for simple call recordings. More advanced call recording software will come with features for screen recordings, call monitoring, and customer insights. Choose an all-in-one business phone system to get features that go above and beyond just call recording. 

Regardless of your call recording needs, you can find what you’re looking for using my recommendations listed in this guide. 

The post Best Call Recording Software appeared first on Neil Patel.

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The 5 Best Business Intelligence Dashboard Software in 2020

Business intelligence dashboard software – a must-have or a nice add-on to your software arsenal? Should you invest in this kind of tool? Most of the sales and marketing software provides reports, so why not rely on existing tools to get an in-depth understanding of your business?

While it’s true that most software provides reports, it’s nothing but rows and columns of numbers. Raw data may give you an idea of where your business stands, but it doesn’t give you an analysis.

If you are to stay ahead of your competitors and provide for ever-evolving consumer needs and tastes, you need a tool to analyze the data you collate from various tools. That is what BI software is all about.

BI - Dashboard - Banner

What is a BI Dashboard?

A business intelligence dashboard – or BI dashboard – is an information and data management tool. It brings together all the key performance indicators on a single dashboard to highlight performance and provide actionable insights.

If you have the right BI dashboard software it will show you a combination of graphs, charts and texts that show an assessment of your business.

BI tools don’t tell you what you ought to do next; by allowing you to access the data that lies beneath the charts and graphs, they allow you to visualize data that may otherwise be too complicated to digest at a glance. This way, you can make decisions that are backed by reliable data and information from your business.

Why BI Dashboards? (Dashboards vs. Reports)

BI - Dashboards - Reports

One of the first questions that people ask when it comes to business dashboard software is, “Why a dashboard? Won’t a report do the same thing?”

Reports and dashboards are commonly assumed to be the same thing, but they are not.

One of the main differences is that dashboards provide analysis, while reports offer intelligence.

Intelligence is all about what is happening now and how we got here. If you are looking at a sales report, for example, you can see what your sales are for the day, week or month, and you can see the trend that has led to that point.

Business dashboards are analytical and predictive. They use the data gathered in reports to tell you what is happening now, what could happen in the future and what you can do today to provide for better outcomes in the future.

Understanding the difference between reports and dashboards is essential. It helps you decide which one you need. If all you need to see are numbers that tell you the current state of your business, reports will suffice.

However, if you want to have insights that inform decisions that allow for better outcomes as your business grows, business dashboards are the answer

There are other critical differences between reports and dashboards:

Reports tend to be data-centric. They give you the data, and you can derive your conclusions from it. Dashboards, on the other hand, are summarized. They analyze the data and give you relatively straight and accurate conclusions.Reports utilize tables to present data, while dashboards use graphs and charts to predict trends.Dashboards present KPIs while reports give you the data behind the KPIs.Reports sometimes require someone with technical expertise to analyze and understand them, while BI can be understood by the non-technical mind.

Why Use a BI Dashboard?

This is an excellent question, especially when you consider that BI dashboard software costs money. There are several reasons why this kind of tool is essential for any business that hopes to grow and compete:

It helps you monitor your business’s performance.It highlights key areas (KPIs) that you can action right away to improve future results.This software is excellent for helping you identify opportunities.You get to understand the story behind the data, which gives you better insights into your prospects.You make better decisions in the long term, which makes for a more profitable business.BIs provide increased efficiency and 100% accuracy with business dashboards.Team collaboration is easier with BIs – no one has to crunch data for themselves, and each team member works off the same analytical blueprint.

Features of BI Dashboards – What to Look For

As you look around for small business dashboard software, it quickly becomes clear that many companies offer this kind of tool.

BI - Dashboard - Features

They are not all created equal, and you need to be clear on the essential features of business dashboards if you are to choose the right one.

They have a customizable interface – you should be able to choose different fields to display whatever analytics you need.The best dashboards are interactive, and users can filter data to see different future scenarios.A useful BI tool allows users to include real-time data.The best tools have standard templates that can be used and understood across teams and organizations.A good BI tool can be shared as this allows teams to collaborate and input data from different parts of the business.

The Best Business Intelligence Dashboard Software

Now that you know what a business dashboard is, why you should use one, and the most important features of intelligence software, let’s look at the best BI software available in the market today.

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Platformly is an end-to-end business solution that brings together everything you need for effective sales, marketing and customer relationship management. It has an excellent I dashboard that shows you simplified metrics about your business performance.

Platformly is all about automating the marketing process to hasten business growth. It helps you understand different aspects of your business and provides insights that you can implement right away to improve customer acquisition and accelerate business growth.

By analyzing data and showing you how it all ties together, you understand what drives your business and what you can do differently for better results in the future.

Platformly - Business - Dashboard - Home


It provides clear and actionable BI that you can implement right away. You get reports on all aspects – customers, customer acquisition, CRM, lead capture, link tracking and more. All these are analyzed for you to have a good overview of where things stand and what you can do going forward.You get data on the fly. You can see what is happening in your business at this very moment. Why is this important? Because many tools tend to use historical data, and they don’t provide an accurate picture of the current state of affairs.The software is available online and accessible through all the usual devices. You can check on your business wherever you are, whenever you like. You don’t need to access it through a computer or laptop as it has mobile-friendly dashboards.Do the analytics tell you that you need a new lead-capture form, or a brand new email sequence? The software has an easy drag-and-drop feature that you can use to create both in a matter of minutes.Use Platformly to build an interactive dashboard that is customized to your business. It has an array of widgets and integrations that allow the business user to display the analytics you need for your business.If you don’t have time to create your own dashboards, the software comes with pre-built dashboards that you can implement right away.The dashboards you create are sharable across teams and among stakeholders.Platformly integrates with a variety of sales and marketing software.

As mentioned earlier, Platformly brings together all the tools you need for sales, marketing and CRM. To access business dashboards, you need to buy the Platformly suite.

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Unlike Platformly which brings together sales, marketing, CRM and dashboards, Klipfolio is purely a dashboard intelligence software. This software’s premise is that you don’t need to accumulate endless data tables to make sense of your business.

With Klipfolio, all you need is an idea of the metrics you’d like to track and the right credentials, and you’ll get in-depth analysis that you can implement for business growth.

It provides insights that help you uncover hidden opportunities to help you get ahead of the competition. Instead of spending time trying to make sense of data from different parts of your business, Klipfolio does it for you, leaving you to focus on making and implementing the right decisions for your business.

Klipfolio - Home


You can collect data from a vast array of sources. If there is an app that collects data from your business, connect it to Klipfolio and the data will be analyzed and integrated and presented in a form you can understand. It analyzes data from cloud storage like DropBox, Google Drive and Box, as well as Excel, CSV and XML files. You can connect the software to common databases to extract data for analysis.There are multiple ways you can connect your data sources to Klipfolio. You can upload files, use an FTP/SFTP connector, an SQL connector and more.You can refresh data as often as you like, making this software ideal to showcase data on TV screens and wallboards.Use Klipfolio to build customized reports that you can share through email, PDF and popular collaboration tools like Slack.Keep an eye on your KPIs to see where your business is at, and what you need to do to take it to the next level.The software provides easy visualizations that can be understood by all, including graphs and diffrent chart types. You can compare different periods using filters and trend lines.You can build a custom dashboard using the drag and drop feature.If you would like a more in-depth analysis of your data the software provides sophisticated formulas that help you drill even further down to give you an even clearer understanding of your data.

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Scoro compares with Platformly because it brings together various functionalities to provide a full sales and marketing tool. It combines CRM, billing, reporting project management and business dashboard reporting under one platform.

The Scoro dashboard allows you to monitor each project in your pipeline. You can see action items, conversions, deadlines, various tasks and their status and progress as it happens.

It also analyzes data from every aspect of your business, giving you insights and allowing you to implement decisions that improve sales and customer acquisition.

Scoro - Home


It has an easy interface – you don’t have to be technical to use this software, and can be implemented within different teams.You can see dynamic results on all different aspects including project management, CRM, sales, marketing and more.Scoro eliminates double data entry. Enter data once and it can be viewed by anyone who has the right permissions. Different team members can analyze the data to extract whatever insights they need.Connect with thousands of apps through Zapier to ensure you have all the data you need for accurate and up-to-date analysis.You can get a complete overview of each customer on one screen. See their history, products, invoices and orders, and insights into how you can get more out of them.Scoro supports various languages including Russian, Lithuanian and Estonian.

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The premise of Monday is quite simple – display what’s important in one place. It comes with 15 widgets that users can use to customize dashboards and keep everyone focused on the same goals.

What makes Monday unique is that it packs a lot of functionality but remains one of the easiest business dashboard tools in the market. It has an appealing interface that’s easy to learn, and it can be used across the business by anyone who needs performance insights.

Monday - Home


You can add and create dashboards as desired. Choose the type of dashboard you want and select what data fields you would like analyzed within each board. You can choose who can see your dashboard and export it to other team members.To keep the team in the loop, create dashboards and schedule them to email automatically.This BI software shows you how workload is distributed amongst team members. If some have too much to do you can redistribute tasks for optimal future results.Analysis is presented in charts and graphs that are easy to read and interpret.If you’d rather track numbers, a numbers widget allows you to see chosen fields at a glance. You can set it up to show you revenue, costs, number of leads, number of deals in the pipeline, how many have been closed and more.You can integrate a variety of apps to gather data from across the business.

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Datapine combines data visualization and business intelligence to help you understand your data and discover actionable insights that lead you to your goals fast and efficiently.

It provides scalable, customizable and actionable data analysis that you can use to get ahead of your competition.

Because the software integrates with a wide variety of apps you’re able to collect data from every section of your business and bring it all under one platform for in-depth and insightful analysis.

Datapine - Home


The dashboards are grouped in such a way that finding the right one for your business is easy. You can see dashboards by function, by industry and by platform.A drag-and-drop user interface allows you to create dashboards that you need on the fly.You get a variety of data visualizations, including graphs and charts. They are well-designed and easy to understand for easy decision making.You can drill into your data for more complex analysis using advanced formulas provided within the software.A set of powerful filters allow you to customize dashboards for different teams within the business.You can share reports within the team and among stakeholders.The software is optimized for mobile, giving you analytics and insights on the move.

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Business intelligence dashboard software is necessary to propel your business to the top of your niche and stay there. It allows you to see not just the inside mechanics of your business as the bigger picture – what you should be doing to increase sales and revenue.

Not all intelligence software is built the same. The best is the kind that provides in-depth analysis, has an easy learning curve and user interface, is customizable and collects data from a wide variety of sources. It should also be sharable so that team members and stakeholders can read off the same blueprint.

All the BI software discussed here meets these criteria. However, if we had to choose one, it would be Platformly.

Its BI dashboards provide real-time insights and in-depth analytics that you can implement right away. It has an excellent user interface, and it doesn’t take long to learn and understand. You can use it to build customized dashboards, and they are sharable.

Not only does Platformly offer first-class intelligence dashboards, but it also brings together a combination of sales, marketing and CRM tools that will take your business to the next level. 

The post The 5 Best Business Intelligence Dashboard Software in 2020 appeared first on Woofresh.

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Key Subjects of Study for Entrepreneurs

When you’re building your own business, it’s easy to get caught up in all the day-to-day activities involved in entrepreneurship, from everyday sales and customer service tasks through to product design, admin and more.

However, you shouldn’t forget to keep learning, too. The top business leaders around the world are those with a growth mindset and belief in the power of continual learning. There are many topics that can help you be the best entrepreneur possible. Read on for some of the subjects you should consider studying, either at university or via short courses, to expand your knowledge and skill set today.

Finance and Accounting

When you have your own business, one of the most important things to do to keep it thriving is ensure cash flow stays under control. As such, all entrepreneurs need to have a good understanding of finance and accounting. You must be able to set and stick to a budget, keep track of expenses, prepare and read key reports, make realistic sales and profit projections, see where to cut costs and most efficiently spend money and so on.

You should study finance and accounting, so you can learn about how to get access to capital to start and grow your business. Knowledge in this area will also help you work with different currencies and trade overseas as required. It’s helpful to understand how the effects of micro and macro-economic decisions made by local and overseas governments can impact you, too.

Most business owners plan to outsource their finance and accounting tasks to third-party accountants, advisors or in-house team members. However, even if you do this, you must still have your head wrapped around key elements, so you can make effective decisions for your organization — and avoid being taken advantage of by anyone you pay to handle these sorts of tasks for you.

The Mind

Next, consider that many elements of business success come down to having a good understanding of human nature and how the brain works. If you want to become the best entrepreneur you can be, then it pays to learn about the mind. Whether you take some basic psychology classes or enroll in an entire online social work degree or similar, it’s worth it to ensure you get an idea of the different drives, inspirations, desires, fears and various complexities that drive us.

Once you’ve studied how the human mind operates, you will be better equipped to motivate yourself, deal with challenges and emotions and become more productive. It will prepare you to inspire and lead your staff members and to design or select products or services that your target customers will want to buy.

Understanding psychology will also help you better create your business brand and to market your wares effectively. Plus, it will be very beneficial when you’re trying to convert leads into more sales. Having a good idea about human nature will also assist you when it comes time to choose the right employees and to generate interest in your business from investors and lenders.

Computer Science

Lastly, in this technology-focused world, it’s more important than ever for entrepreneurs to have at least a basic understanding of computer science and related information technology topics. More and more aspects of business are becoming computerized and digitized, so owners and managers must be able to keep up.

For starters, having skills in this area will make it possible for you to create the best website for your venture and to utilize software programs to run your business productively. In addition, you’ll be able to take advantage of Big Data and analytics programs to do things like cut costs, streamline processes, observe trends, train your team well, hire the best new employees, create personalized offers for customers and more.

On a bigger-picture level, having knowledge of computer science might also be what helps you imagine a new product or service idea that disrupts a whole industry and launches your business into the stratosphere. For inspiration, just look at the founders and CTOs of some of the biggest tech firms in the world these days, like Snapchat, Facebook, Amazon, Angry Birds, Google, Basecamp and Evernote. It was their training and interest in the field of computer science led them to develop apps, games and other programs which created billion-dollar businesses and changed the way many people work, live and play today.

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How standard operating procedures can help you grow your business

I developed a brick-and-mortar service from the ground up. And when I understood I could not do whatever myself, I chose and took a deep breath to work with other individuals to assist. It was a fantastic choice—– however I did it all incorrect.

In training the brand-new hires for my nail bar, I chose the show-and-tell technique. I hoped the hire would discover by doing precisely what I did. Great, if I might keep in mind whatever off the top of my head—– and hope they didn’t forget either. That’s not how brains work.

It ended in self-manufactured turmoil.

On some events, I would wince after seeing how the personnel would communicate with consumers. Other events left me questioning why individuals would call me to request for standard directions that they must have had the ability to determine on their own. And when they did figure things out, I ‘d sigh and believe, “No, not like that.” Everybody was disappointed.

Instead of taking the chance to train, empower, and hold individuals liable for their work, I disempowered them by embracing the mindset that if you desire something done right, you do it yourself. It’s a dish for catastrophe.

.What are standard procedure (SOPs)?

Coming from a 9-to-5 business environment, I ignored how hard it would be to construct procedures and systems from the ground up in my own company. I thought of whatever that remained in put on the back end of my old task. How the engine ran under the hood. Which’s when I recognized: among the missing out on pieces for my company was standard procedure (SOPs).

Here’s the important things: expectations can’t be indicated. You need to inform individuals precisely what’s anticipated of them and provide enough support and resources to fulfill those expectations. That indicates moving finest practices from your head onto paper.

Standard operating treatments assist everybody get on the exact same page about what to do, when and how to do it, and why.

It’s about more than simply paperwork—– it’s about service development.

By meaning, standard procedure (SOPs) are detailed procedures needed to finish particular, recurring jobs. Here are some examples of when you may require an SOP:

.Client service functions like onboarding and offboarding customers.HR functions like hiring brand-new employee.Marketing functions like releasing and producing material.Sales functions like assembling a quote or proposition.Operations like product packaging orders.Accounting jobs like invoicing.

Good standard procedure highlight whose obligation it is to finish particular jobs. They specify the objective of the procedure, when it requires to be done, the actions included, and what resources are offered to finish the procedure.

Basically, SOPs assist you move those finest practices you established inside your head into recorded procedures. As soon as recorded, the standard procedure enable somebody else to finish those jobs with the exact same requirement and care as if you were doing it yourself.

.The advantages of standardizing with SOPs.

Honestly, it felt stiff to have standard procedure for all the procedures in my service. In truth, SOPs were the very first action to allowing me to begin working on my service and not simply in my company.

Before you begin developing SOPs, it is necessary to actually comprehend why you’re producing them. Here are a few of the primary advantages you’ll see. As you compose your SOPs, keep your eye on the reward.

.Enable company development.

As need for your services grows, so will your group. This can indicate anything from contracting out particular jobs to freelancers to using irreversible personnel. Having standard procedure indicates that you can serve more individuals by reproducing procedures at scale—– without jeopardizing quality.

SOPs likewise assist your group grow. They’re no longer bogged down psychologically, questioning if they’re doing things. Rather, they can carry out rapidly and concentrate on growing their abilities.

.Make procedures more effective.

Standardizing will assist you see where every procedure suits, how well they fit, and if there isn’t a much better method to do things. You’ll start to see how each procedure enhances your company—– or not. It’s not just about recording your procedures; it’s likewise about making certain those are the ideal procedures to start with.

Plus, as soon as procedures are standardized and recorded, it’ll be simpler to discover innovations readily available to automate those procedures. If you observe a procedure that includes moving details in between apps that you have to do often, it’s time to automate .

.Scale your training.

Simple recorded treatments end up being training handbooks. They’ll be able to get up to speed without you micromanaging when you bring in a brand-new group member. As your organization grows, you will not have time to train every brand-new worker—– SOPs will look after a great deal of that work.

.Keep quality requirements.

Good customer care originates from a culture of quality. If you desire your organization to stand out at providing consumers the exact same quality regularly, there should be a structure in location that makes sure that everybody supplies a consistent service even in your lack.

This is where it clicked for me: there was no point in working with individuals if I was going to do whatever myself. By establishing SOPs, I ensured everybody provided clients the exact same premium service each and every single time.

.Take a trip.When I took a holiday, #ppppp> I utilized to feel guilty. That’s not due to the fact that I was so devoted to my work—– it was since I had a delegation, empowerment, and procedure issue. Figure out what requires to take place to alter that if you feel like things will fall apart in your lack. This must suffice inspiration to get those SOPs in location.

.How to compose an SOP that enhances your organization. A list to start developing an SOP

If you concentrate on the advantages of producing standard procedure, you can be sure that what you develop will assist you arrive. Your paperwork will be various depending upon your service, however here’s a basic guide to how you can produce SOPs that will assist you get where you wish to be (preferably, on a great holiday).

.1. Determine core procedures that require to be standardized.

Think about which jobs in your service are recurring: you do them a lot, and they require to be carried out in the exact same method each time, with little to no variation. You do not wish to have SOPs for each little thing—– just processes with great deals of actions.

.2. Map and record the procedures.

Start by documenting these procedures in easy and clear sentences—– prevent long paragraphs filled with lingo, and constantly remember your audience. Include images or screenshots where you can to make things even clearer.

If this is a procedure that’s done on a computer system, record your screen as you finish the job so that individuals can actually view you do it. Program, do not inform, whenever possible.

I’ve likewise discovered that flowcharts can assist . While they do not include the needed context, they can be an excellent initial step for somebody initially finding out a procedure. The brand-new employee can examine the flowchart, which provides a big-picture appearance, prior to diving into the specifics.

 A standard flowchart revealing the sort of procedure that may need an SOP

Remember: if you currently have a group, include them in this procedure. You do not wish to develop procedures that individuals do not relate to; plus, it’s possible that your group has actually currently determined an easier method of doing that exact same procedure.

.3. Execute your SOPs and interact the procedures.

Make sure everybody on your group is on the very same page about the paperwork. If, in composing your SOPs, you fine-tuned procedures a bit to improve them, you require to interact this to your group—– do not simply presume they’ll discover.

Also: make it clear why they require to follow these treatments. They’ll be more likely to take them seriously if individuals comprehend the significance of the documents and how it will assist the service and their expert development.

.4. Screen and examine your SOPs routinely.

It’s simple to produce SOPs, feel a sense of achievement, then let them gather dust in a Google Drive folder.

But SOPs aren’t user handbooks that you discard after opening package, just to seek advice from when things have actually failed. These are living files that you’ll upgrade whenever something modifications in your workflow or you discover brand-new effectiveness for your procedures.

.5. Automate anything you can.

The genuine game-changer for SOPs is finding procedures that can be totally automated.

Automating will release you and your group to focus your energies on doing work that will put you ahead of your rivals, thrill your consumers, and motivate development. By developing SOPs, you’re basically examining all your procedures and can find out which ones you can automate. Here’s what Zapier informs us makes a job ripe for automation:

.It’s something you need to do often, or on a schedule.It includes moving info in between apps.It’s dull and does not need higher-order thinking.It takes you far from what you actually wish to be doing.

Once you established a couple of automatic workflows, automation will end up being a routine , and you’ll be on your method to removing repeated jobs. And all of it starts with your SOPs.

.Due to the fact that I had the best procedures in location, #ppppp> I was able to scale my nail bar to a 2nd place. I would have remained stuck if I had actually continued with the mindset that I had to do whatever myself.

If you’re feeling stuck, SOPs are a simple method to return on track.


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How To Prevent Data Loss In Microsoft 365

 How To Prevent Data Loss In Microsoft 365

Microsoft 365 is understood for its ease of usage, smooth combination, and superior security. Since it’’ s utilized by countless companies around the world, Microsoft designers strive to guarantee their programs are reinforced by the most difficult security steps online. As innovation advances, so do cybercriminals, and your details can still slip through the digital fractures. To finest safeguard your service, utilize these 7 suggestions to avoid information loss when utilizing Microsoft 365.

Turn On Policy Notifications In The Compliance Center

Microsoft 365’’ s Compliance Center makes it much easier to remain on top of your business’’ s security requirements and safeguard your internal information. One crucial function of the compliance center is the capability to set policy alerts that will signal users when they are carrying out dangerous activities, like sharing secret information or sending out messages to unacknowledged contacts. These alerts can both secure your information and assist train your staff members on safe information and security practices.

Use Proper Access Management

Many companies attempt to conserve time by keeping their internal files open up to all workers, however this provides a big threat to your information security. You can avoid information leakages by using role-based access to your files in the Microsoft 365 Access Manager. This will keep staff members who put on’’ t strictly require access to particular files from reading, modifying, or sharing them.

Establish Multifactor Authentication

A single password isn’’ t enough to secure your business’’ s information from cyberattacks. To best safeguard yourself from information leakages, develop multifactor authentication to be sure that just licensed users can access your Microsoft 365 account.

Multifactor authentication needs a proper password and another type of recognition, such as a one-time SMS code sent out to an authorized gadget, to access your account. You can turn on multifactor authentication in your Microsoft 365 Admin.

Use Microsoft InTune To Secure Mobile Devices

In a world that’’ s continuously on-the-go, lots of workers gain access to your service information and network throughout numerous gadgets. While mobile phones, tablets, and other gadgets are fantastic for performance, they’’ re not so terrific at safeguarding your private information, specifically if they’’ re lost or taken.

Microsoft InTune is a cloud-based function of Microsoft 365 that offers you total Mobile Device Management (MDM). You can set authorized gadgets, handle restrictions/authorizations, and even clean gadgets tidy if they fall under the incorrect hands.

Set Session Timeouts

It occurs to everyone – you get sidetracked or in a rush and leave your computer system, forgetting to log out of your accounts. Multiply that by the variety of staff members in your service, which’’ s a great deal of possibilities for careful hackers to make the most of an ignored screen!

Session timeouts will log users out of your account after a set duration of lack of exercise, such as 10 minutes. Microsoft 365 has default timeouts , however you must likewise use session timeouts to your e-mail accounts, internal network, and private computer systems for the very best security.

Avoid Public Calendar Sharing

Especially with a growing number of organizations working from another location, Microsoft’’ s calendar sharing function is a popular method for staff members to share and sync their schedules. This likewise makes it simple for hackers to get inside info on the goings-on in your business, offering them an open invite to ignored and susceptible computer systems.

Avoid openly sharing your calendar to finest secure your company information. You put on’’ t wish to return from holiday to discover that a hacker has actually been hard at work taking your information while you were away!

Encrypt Your Emails

Cybercriminals are clever and figured out and can in some cases obstruct your information regardless of your finest security efforts. When all else stops working, e-mail file encryption will keep hackers and unintentional receivers from reading your e-mails and accessing your secret information.

To put it merely, e-mail file encryption ““ scrambles ” your e-mail message and accessories when sending them, making them understandable just to the designated recipient. Microsoft 365 has 3 file encryption alternatives , each using an extra layer of encrypted security. Make certain you’’ re utilizing the most safe choice affordable for your organization requirements.

Microsoft 365 is a terrific company tool – when it’’ s correctly protected. These pointers will assist you enhance your security practices and keep your organization info protect from hackers. For a lot more ideas and guidance on protecting your IT programs, contact us today!


A Dream Duo: How Microsoft Surface and Office 365 Are Teaming Up to Tackle Productivity

Phillip Long- CISSP, CEO of BIS Technology Group, together with his group of marketing and infotech professionals, will stroll you through an introduction of what your service ought to be doing to safeguard your information and prepare your digital marketing techniques.


About BIS Technology Group

BIS Technology Group is the innovation leader on the Gulf Coast and is consisted of 4 departments: Information Technology, Web Design &Digital Marketing, Office Equipment and Business Consulting. Together these departments assist regional companies surpass expectations and enable them to group to their complete capacity while lessening threats. To find out more about BIS Technology Group, go to .

You might connect to us at:. Phone: 251-405-2527. Email:


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A robot barista that takes orders, makes coffee, and delivers drinks to customers is being used in South Korea to help with social distancing

Robot cafe South KoreaREUTERS/Kim Hong-Ji

Robot baristas are being used in South Korea to help with social distancing. 
The new robot can take orders, make 60 different types of coffee, and serve drinks to customers at their seats.
In a two-storey cafe in South Korea, where this robot is being used, only one human employee was required to be there.
Visit Business Insider’s homepage for more stories.

The new robot barista at the cafe in Daejeon, South Korea is courteous and swift as it seamlessly makes its way towards customers.

“Here is your Rooibos almond tea latte, please enjoy. It’s even better if you stir it,” it says, as a customer reaches for her drink on a tray installed within the large, gleaming white capsule-shaped computer.See the rest of the story at Business Insider

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Doctors in London hospitals are using headsets from Microsoft to reduce the amount of staff coming into contact with COVID-19 patientsI just held a virtual scavenger hunt with my friends over Zoom, and it was one of the best remote games I’ve played so far. Here’s how to create your own.Bored at home this weekend? You can play the popular card game ‘Cards Against Humanity’ with your friends online for free

SEE ALSO: Photos of people dining out in China post-lockdown offer a glimpse into what lies ahead for US restaurants

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CCPA Effective Date is January 1st: Does Your Business Have Indemnity Insurance Coverage?

Schedule a Consultation: 858.483.9200 CCPA Effective Date is January 1st: Does Your Business Have Indemnity Insurance Coverage?

January 1, 2020, is the reliable date of the California Consumer Privacy Act (” CCPA”), which is turning up quick. The CCPA offers customers with different rights with regard to the information and individual info that is gathered on them by companies running here in the Golden State. Offense of the CCPA might be extremely pricey. The CCPA permits the imposition of statutory civil charges of as much as $7,500 per offense per customer. Even a couple of offenses might lead to significant fines and charges. The CCPA is a complex and complicated statute. To make sure compliance, your service needs to look for the guidance and counsel of a skilled San Diego business lawyer .

For now, these civil charges can be looked for by the California Attorney General’s Office. Currently, there is no personal right of action by people affected by infraction of the CCPA beyond minimal scenarios including a hack, security breach, or other unapproved exfiltration of individual information. With regard to the civil charges, 2 concerns that every San Diego service should ask are: Does my company have indemnity insurance protection if my organisation breaches the CCPA? Will the insurance protection work?

The CCPA will use to more services than is frequently believed. Those based on the CCPA are any organisation operating in California that have gross income of more than $25 million each year OR gathers, gets, shares, or offers individual details of more than 50,000 California individuals/devices, OR makes a minimum of half of its yearly profits by offering — — sharing in exchange for worth — — the individual info of California homeowners. These limits are really rather low. Even more, “gathering” individual details is so regular that numerous services do not even acknowledge that they remain in reality gathering individual info. Delivering and billing addresses, e-mails, telephone number, charge card details and so on are all kinds of “individual details” as specified by the CCPA.

Because the CCPA will use to many services, it is important for every single organisation to make sure that they have protection for any offenses under their basic liability insurance coverage. In basic, indemnity insurance coverage is offered for computer system, security, and data-related mistakes and omissions. These insurance coverage items consist of protection for direct losses (such as a negative judgment or a settlement) and likewise for protection associated to director and officer liability. Without concern, insurance protection is required for any private-party claims that are submitted and now is the time to look for protection.

As for civil charges that may be evaluated as part of a case by the Attorney General, insurance protection ought to be acquired if possible. That being stated, as presently composed, there is an open concern about whether civil charges enforced by the CCPA are insurable. A basic liability insurance plan will normally cover fines and charges unless such protection is restricted by law. In this regard, the California Insurance Code restricts insurer from supplying protection for any “charge, fine, or restitution” enforced in any “case or in any action or continuing brought” pursuant to numerous statutory arrangements, consisting of Chapter 5 (area 17200 et seq.) of business and Professions Code. See Cal. Ins. Code, § § 533.5 . The civil charges permitted under the CCPA are particularly connected to the Business and Professions Code, §§ 17206 . See CCPA, §§ 1798.155( a)-( b) . Hence, provided the internal statutory linkage, one questions if the State Assembly suggested to prevent insurance protection for civil charges examined for infractions of the CCPA. The normal validation for restricting insurance protection is preventative. That is, the crook must suffer the unfavorable effects of the wrongful actions; permitting insurance protection would get rid of the repercussions and irritate the functions of the fines and charges. Provided the looming due date, it is essential to start examining insurance protection now.

.Contact San Diego Corporate Law Today.

For more details, contact lawyer Michael Leonard , Esq., of San Diego Corporate Law . Mr. Leonard can be reached at (858) 483-9200 or through e-mail . Mr. Leonard has actually been called a ““ Rising Star ” for 4 years running by Mr. Leonard offers a complete panoply of legal services for services and happily serves the San Diego service neighborhood. Like us on Facebook.

.You Might Also Like:.

What the California Consumer Privacy Act of 2018 Means for San Diego Businesses

Update: 2018 California Consumer Privacy Act is Amended

Mergers &&Acquisitions: How Does The CCPA Impact The Deal?

Text Message Exchange Sufficient For Contract Formation

Checklist of Discussion Points For Business Buy-Sell Agreement

.Required Help with CCPA Compliance? SCHEDULE A CONSULTATION Schedule a Consultation: 858.483.9200.

The post CCPA Effective Date is January 1st: Does Your Business Have Indemnity Insurance Coverage? appeared initially on San Diego Corporate Law .


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How to list and sell items on Facebook Marketplace, Facebook’s version of Craigslist

 facebook libra Reuters

.You can offer products on Facebook Marketplace totally free, and the procedure to note your products need to just take a couple of minutes.To offer on Facebook Marketplace, you’ll require to explain what type of product you’re noting, just how much you desire for it, and who you wish to see the listing.You’ll likewise require to consist of a minimum of one picture with anything you wish to offer on Facebook Marketplace. Visit Business Insider’s Tech Reference library for more stories.

While yard sale and flea markets are still excellent methods to eliminate undesirable products while making a little additional money, there’s no factor you should not be utilizing the power of innovation to unload things that’s no longer helpful to you.

Facebook , among the biggest social networks websites on earth, wishes to assist you do simply that with its Marketplace function. See the remainder of the story at Business Insider

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How to delete your Strava fitness account on a computer in 5 simple steps


It’s easy to delete your Strava account if you no longer use the fitness platform. 
After you delete your Strava account, you can request your data archive, so all the information amassed about your fitness progress won’t disappear.
Visit Business Insider’s homepage for more stories.

A little less than two years ago, I ran a 40k over the Swiss border and down into the French mountain town of Chamonix. It was not easy. In preparing for the race, one of the tools I used was Strava, an app that can help runners, cyclists, or rowers track their progress in their preferred sport, set goals and plan routes.

After the alpine adventure, I realized I had completely stopped using the platform, though, so I got rid of it. While Strava is inarguably useful for many a sportsperson, if you don’t use it, get rid of it because you don’t want to compromise your personal info, not to mention your whereabouts and movement.  See the rest of the story at Business Insider

NOW WATCH: Why it’s so hard for planes to land on water

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