How to Properly Prepare and Host a Virtual Meeting

Before mandated separation was in place, we all spent an incredible amount of time in virtual meetings. It was an essential part of how we all worked, but now that we are all stuck working from home, virtual meetings are a way of life. As a result, people have somewhat forgotten some of the essential rules for hosting and taking part of conference calls and online meetings. The purpose of this article is to share some quick tips to ensure you hold better and more efficient virtual meetings. Start with the invite itself – Remember, everyone’s calendar is stuffed with various agenda items. With people jumping from call to call, it is easy for your meeting to get lost in the mix of all the others competing for mindshare on a calendar. One way to get your meeting to stick out is how you structure your invitation. Streamline the subject. Subject lines should be clear and explanatory. Something such as: 3Sixty Insights | Client Name Discussion Regarding Fridays Webcast and Next Steps – Wednesday 4/29 @ 1pm Eastern Time. A subject line like this one clearly shows the recipient who they are speaking with, why, and when… It is much […]

Continue reading

The Importance of Technology in Your Small Business

A common theme within the writings and consultation that 3Sixty Insights takes on, is the pure and simple fact that businesses that remain stagnant can and will eventually fail… To avoid becoming stagnant, it is important for a business to constantly look into the mirror of self-reflection in order to find ways to continuously improve their business. One enabler within small businesses that we find commonly overlooked, is the area of technology… Technology costs money, and in the eyes of most small businesses, anything that costs money and doesn’t have a direct financial ROI, is taking money directly out of profits. However, technology is the unsung enabler within a small business that directly impacts how people perceive a business and its ability to efficiently communicate with them. Let’s expand upon this a bit by sharing a specific example we ran into recently: A firm 3Sixty Insights recently worked with had been in business for roughly 20 years with 25 employees… These employees were a mix of office-based and remote, with many frequent travelers throughout the firm. As part of the work we conducted with this firm, we reviewed multiple aspects of the business in order to help find areas of […]

Continue reading

11 Tips to Realign Your Small Business for Success Today

We are in some difficult times. With essentially the entire world on lockdown, business has been tough. We are seeing businesses freezing budget, pulling back on expenses and laying off employees in record numbers, just to keep their heads above water. All is not lost, business around the world is being conducted and people are winning new deals. It has just become more difficult. In times like these, we continuously need to remind our teams that the slowdown is not a result of their actions and that their hard work can and will eventually pay off. Our rule of thumb is you have to work two or three times as hard in order to close the same (if not less) business… No level of complaining will fix this problem—only good old fashion hard work will win the day! With that said, it takes more than simple hard work; you must also work smart. We’ve put together some quick hitting tips to help realign yourself for success: Work Smart – Make no mistake, there is absolutely a difference between working hard and working smart… It’s the smart workers that are more likely to win the day! – Busy Isn’t Always Productive […]

Continue reading

How to Develop an Account Planning Strategy – Infographic

It can be difficult to figure out a routine that helps to streamline account strategy. How do you manage contacts and leads and follow-ups and use your resources in the most efficient manner possible? It can be overwhelming and lead to a lot of inefficiencies. And there’s the notion of trying to figure out how to personalize that account strategy, too. Luckily there are ways that you can use accepted account planning strategies to do just that. Of course, you can start by figuring out what type of account you have – number of employees, industry, etc. But to really personalize things, you need to layer in the individual needs of the owners, employees, and customers in order to get a better understanding of how you can best manage the account. What does that mean for your processes and your account development? This graphic helps you understand it. Click To Enlarge

Continue reading

Five Tips to Quickly Help Get Your Business Online, Before It’s Too Late

Something that we at 3Sixty Insights have been educating the small business market about for years, has been the need to have a digital and online presence The Importance of Having an Online Digital Presence for Local Small Businesses. Yet, some still haven’t made the change. As a result, slowly but surely, businesses that have not adopted digital and online strategies have been disappearing from the landscape one by one. However, up until recently, it has been process that has been slowly but surely killing them off… But, given the current economic pressures with essentially the entire world on lockdown, businesses no longer have years to make the shift. With most small businesses looking at significant loss of revenue, and in some cases losing their complete revenue streams, they are now looking at potentially days or weeks before they may be forced to close their doors forever. In this article, we are going to cover some quick tips a small business can use to pivot their strategies with regards to their digital and online presences. What we are about to share is not going to close the revenue gap completely, but it will hopefully provide enough revenue to keep the doors […]

Continue reading

The Importance of the Ding Email

As leaders, one of the toughest jobs we have is keeping a team motivated… When you break it down, we all spend on average 7.9 hours at work, and it is difficult for anyone to stay motivated 100% of that time. We are all human after all, and it’s natural to have cycles of intensity on the job. As leaders, we all have our tactics and secrets to team motivation… One that I wanted to share with you today is the concept of the “Ding Email”, which is something that not only can help motivate a team, but something that can help a team perform more efficiently as well. So, what is a Ding Email? Well, a common practice within many sales cultures is to celebrate recent wins with the ringing of a bell! The purpose of ringing the bell is simple: get people excited about the sale and improve overall morale… Not only does ringing the bell celebrate a win, but within sales cultures, it has an interesting side effect of team motivation. If you look within the DNA of any sales team, you’ll find that an overwhelming majority of salespeople have some type of competitive sports background and […]

Continue reading

Marketing Performance Metrics Need to Be Just as Visible as Sales Metrics

When you think about the health of any business, what is the first thing that comes to mind? Most people immediately go to sales numbers—pipeline, bookings, and revenue. And, they are not wrong. However, here at 3Sixty Insights, we push our clients to focus on another aspect of the business: marketing. Let’s put this into context a bit. How often do you personally purchase a product or service from a business that you’ve never heard of before? If we are being honest with ourselves, the answer is “never” or “very rarely.” This is why we believe that tracking the performance of marketing is as equally important to the health of the business as tracking sales performance. Current statistics show that it takes an average of 5 – 7 impressions for people to remember a brand and that In 2015 Facebook influenced 52 percent of consumers’ online and offline purchases, up from 36 per cent in 2014. Now, as a business, you can try the old school, brute-force method of focusing solely on outbound sales to generate revenue—and it does work. But in all honestly, this method is directly in line with the “working harder and not smarter” mentality, and it […]

Continue reading