Time Zones - Thoughts From Referential's Lynn Watts

time

time

Our days are governed by time, and the concept of time zones around the world can be quite daunting. If each time zone were 1 hour apart, there would be 24 in the world. But several time zones have only 30 and 45 minutes offsets, making the total number worldwide much higher, so there are 37 different time zones! With the Referential team being dispersed across several continents we have to be very mindful of the time when reaching out to our own team as well as customers. But with this spread, we can be productive and assist our clients across most of the 24hrs in any given day.I’m always a little edgy when sending out a meeting invite to a customer, have I calculated the time difference correctly? I think we have all experienced that oh so embarrassing event of phoning someone at some antisocial hour only to find they are stirring from a deep sleep to answer your call…once is enough and we will do all within our power to never have to go through that again!Have you ever had to arrange a meeting where there are several attendees, all in different countries? You know how confusing it is too, trying to align a time that works for everyone, and being respectful of trying to keep things within business hours, working out what are the business hours in that particular country, as much as one can. It can be a challenge!Also, throw into the mix the switch between Summer and Winter time. Some countries make changes before others, which means connecting with the rest of the world a little daunting! Your usual weekly meetings are not at the ‘usual’ times, and you either end up dialing frantically into a call, when prompted on Skype by a kindly colleague who notices you missing, or sitting on an empty line as you realize you are the only one who is 60 minutes too early!I use this great little tool, World Time Buddy – it has certainly proven to be my ‘buddy’ on a many an occasion!In a few weeks time, the whole Referential team will be getting together for our regular 6 monthly meeting at US head office in San Jose. It’s a chance for us all to be in one place, see each other face to face (rather than on webcam), brainstorm, bond and, for once, not have to think about time zones before reaching out. Its amazing, although we are spread far and wide around the globe, we never feel like there are thousands of miles and varying numbers of minutes between us.

Podcast Fan? 15 Business Podcasts to Explore

Like podcasts?  Here's a list of 15 top business podcasts from Lean Labs. Listen while you run, while you drive, while at the grocery store, or even on your commute.  The audio format gives tremendous flexibility. If you listen to podcasts today, these 15 probably include old favorites and no doubt new ones to add to your list. If you aren’t part of the 40 million that listen to podcasts weekly maybe it’s time to give it a try! 

This isn’t the only list of great business podcasts. A quick google search will show you lists from other organizations or more focused sets of choices. Interested in product marketing or business development or entrepreneurship?  There are podcasts for just about any other topic you can think of. If you aren’t already a fan try this easy way to fit learning, and even entertainment, into your day.

We're already half way through 2018!

Hard to believe but we are half way through the year. Time for mid year check points not only with employees but also with clients. We just completed a round of client reviews.  Simple format – one slide with goals for the client and progress in the first half, plus a second slide with action plans should there be any issues and comments about what is expected in the second half. These reviews complement the monthly metrics and client checkpoints that we also do. In addition to a checkpoint of first half results, we also looked at statistics which allow us to compare client performance to industry norms.  We looked at everything from what percent of customers contacted agree to participate in advocacy programs to how long does it take to fulfill an average request for advocate participation.

It’s good to take a step back and assess.  Each team has done very well in the first half and is looking forward to an even more impactful end to the year.  The reviews are always a valuable experience. There is a chance for learnings that we can bring to all clients, valuable insight to share with our lead contacts, and there were many pats on the backs for jobs well done!  The first half has been full of amazing accomplishments and huge financial impact for our clients.  Looking forward to even greater success in the second half of 2018!

Tips for Salesforce Reports - Filter Logic (By Referential's Ankit SIngh)

Do you use Salesforce.com (SFDC) to run reports at your office? Here at Referential we use SFDC every day –  often multiple times a day across all our different clients. As a result, we’ve picked up a few tips and tricks along the way that have made our lives a bit easier. One such tip is using the filter logic feature to quickly find exactly what you are looking for. In the screen shot below, we are looking for accounts meeting multiple criteria. They need to have made a purchase of products, be reference accounts and within in a certain industry.

In this real example we need government/aerospace customers OR customers specifically related to security, defense, surveillance and analytics. Just to give you an idea of the search results, if we only search for customers within the industries we get about 62,000 results. If we only search for customers with those keywords in their name, we get 4,000 results.

To get the results we desire in one report we need to use the filter logic feature. Filter logic says “1 AND 2 AND (3 OR 4)”. This ensures SFDC applies the first two filters along with the third OR the fourth.

Excel screen shot
Excel screen shot

You can see our first filter is for customers that are fully deployed or at least have gone through with the purchase of products, our second ensures they are reference accounts, and then we get the account name and industry designation – all in one report!  So much faster than running separate reports, combining them, and removing duplicates. When you run as many reports as we do, any time or effort you can save is certainly worth it.

Tell us how you have used the filter logic field or how you will in the future!

Nothing like a little competition!

smiley-stickers.jpg

Sometimes a little friendly competition helps bring some new energy to a task you may have done before. Who says sticker charts are just for kids!For many of our clients we have a focus on recruiting new advocates into their program. Ensuring a robust program membership is the key to finding the right customer for upcoming opportunities. We’ve decided to inject a little competition into the recruiting process for one of our clients.

Sparkly smiley face stickers are climbing up a chart.  Three of our team members are in a bit of a race to see who will recruit more advocates this month. It’s fun and it makes the progress visible to everyone. And the person who recruits the most wins bragging rights though when we have other competitions sometimes they have prizes!

How do you put a little fun into your work?

Email Trends

An interesting article and infographic from ReachMail  here. "Work Email Trends After Hours”.  They surveyed 1000 people who consider email important to their work, in the US, about their email use and discovered some interesting trends and even regional differences, here are a few:

  • 49% of millennials have never sent a work email after 9pm
  • 75% of us check work email on our days off
  • 71% of us on the West Coast check email on vacation vs. 61% of the total surveyed 

It’s interesting information.  Not only is email important for our work we use email with many of our clients as the fundamental way to interact with their customers.  Looking at this information can give us some insight into responses.   

What fact did you find most surprising?  How about that only 54% feel they receive more email now than they did 3 years ago! I don’t know about you but we get lots more!

Congratulations to RO Innovation!

We work closely with RO Innovation and their solution is used by several of our clients.  Congratulations are in order as they were recently named the top Advocacy and Social Selling tool for 2016 by Smart Selling Tools.  It’s the third year in a row they’ve been chosen as a top marketing tool.  See more here Smart Selling Tools is an analyst firm specializing in sales productivity and sales performance improvement.  The companies they chose for the 2016 awards all have innovative products which produce measurable outcomes.

Congratulations again to RO Innovation!

The challenge of multiple calendars!

As a company Referential has quite a long list of clients. I don’t think any of us work with just one client and often they assign emails to us for the duration of the engagement. When you have multiple clients, that leads to multiple emails to check, and multiple calendaring systems. Some of us consolidate everything to our personal calendar or our Referential work calendar to see it all online, all in one place. But that doesn’t work well for everyone.  One has a colorful notebook with meetings color coded and another has a fairly sophisticated post-it system.  It’s clear this is a case of ‘one size doesn’t fit all’!

Checking 2, 3, or even 10 emails and associated calendars is not easy.   Do you have any helpful hints?  It’s a common issue when you have multiple clients, we’re interested in hearing what works best for you.