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11 RULES FOR TECH IN
BUSINESS SUCCESS

1
Infusionsoft, Regional
Development Director
(NY/NJ)
Smallbiztechnology.com,
Editor & Technology
Evangelist
Author, “Facebook Guide to
Small Business Marketing”
(Amazon.com best seller),
Event producer, speaker,
journalist, piano player, FBI
Citizens Academy graduate
and some more

Ramon Ray - @ramonray
TECH AND YOUR BUSINESS
Dematerialization
Freemium
Gamification
On Demand Workforce
Crowd Creation
Crowd Funding
Data Mining and Business Intelligence

3
11 RULES OF TECH SUCCESS…
1. Invest
2. Outsource
3. Educate
4. Don’t Technologize a Bad Business Process
5. Customer & Prospect Systematic Marketing (CRM)
6. Cloud (online) Computing
7. Security
8. Mobility
9. Web Site
10.Email Marketing
11.and Social Media

4
RULE # 1 - INVEST IN
TECHNOLOGY

5
INVEST IN TECHNOLOGY

takes time
not get rich quick
look at options

6
INVEST IN TECHNOLOGY

Stop thinking of
technology as a pain
Stop thinking of
technology as
something dreary
Stop thinking of
technology as an
expense

7
7 TECH INVESTMENT QUESTIONS
1. Can the tech I’m buying today grow with my
business
2. Can the tech connect with other technologies
3. Does the vendor provide great technology support
4. Who else is using the technology I’m buying
5. What are my future business plans – does the tech
I’m buying match
6. Is there an ecosystem of for the tech I’m buying
7. Am I the first one investing in this tech

8
RULE #2 - OUTSOURCE
TECHNOLOGY

9
TECH RULE # 2 – OUTSOURCE TECH

 Your time is valuable
and limited
 Your tech expertise is
limited

10
TECH RULE #2 – OUTSOURCE TECH






Your results will be crappy
Other things will suf fer
You won’t look professional
You’ll lose sales
The earth will open up and swallow you

11
7 OUTSOURCE TECH QUESTIONS
1. Has the person I’m hiring helped other businesses in
my industry
2. What are the referrals of the vendor I’m working with
3. Does the vendor have a track record of success
4. Are they a startup and hungry for my business (or new)
5. Are they a big company with maturity (or where I might
not be important to them)
6. Does the vendor work well with businesses of my size
7. Do I need to know the owner

12
RULE #3 - EDUCATE
YOURSELF

13
TECH RULE #3 – EDUCATE YOURSELF
 Don’t be a nerd or
geek
 Be an educated
business owner
 Ignorance is not bliss.
It’s stupidity and slow
death
 Technology is scary to
those who don’t know
 Everything is hard and
confusing if you aren’t
trained or informed

14
TECH RULE #3 – EDUCATE YOURSELF

Read magazines
with IT columns
Attend technology
events (like today)
Take online courses
(email
marketing, etc)

15
TECH EDUCATION RESOURCES
Grovo.com
Free resources from your vendor
Google Help
Support.microsoft.com
SCORE, Chambers and other give many free
(and fee based) events
Hire a consultant to train you

16
RULE #4 - DON’T
TECHNOLOGIZE A BAD
BUSINESS PROCESS

17
RULE #4 – DON’T TECH A BAD BIZ PROCESS
 Tech NOT the answer
for poor hiring
 Tech NOT the answer
for a bad biz process
 Tech NOT the answer
for poor customer
service
 Tech is NOT the
answer for low
employee moral
 Tech NOT the answer
for an idot boss

18
TECHNOLOGY WILL ONLY
HELP A “BAD” PROBLEM
GET BAD FASTER

19
5 TECH & BAD BUSINESS THOUGHTS
1. Are you speaking to someone with gray hair
(a mature business owner)
2. How would your business operate without
tech
3. Map out your businesses processes – then
layer technology
4. Hire for aptitude, character and attitude –
you can train good people to do great things
5. Appreciate the technical aptitude of your
team

20
RULE #5 - TREAT
CUSTOMERS SPECIAL

21
RULE #5 – TREAT CUSTOMERS SPECIAL
“CRM”

Amazon.com – king of personalization

All customers are
not the same
Segment your
customers
Sell to the right
customer
Sell them at the
right time
Sell them the right
thing

22
“CRM”
Treat all customers
as if they were the
only one
Know what
customers want and
giving it to them
Implement Lifecycle
Marketing

23
LIFECYCLE MARKETING
1.
2.
3.
4.
5.
6.
7.
8.

Target Audience
Attract Traffic with Lead Magnets
Capture Leads
Nurture Leads (Prospects)
Convert to Sales
Deliver and Delight
Upsell
Referrals

24
Give Ramon
your business
card. He’ll email
you a copy of
Lifecycle
Marketing
principles

25
RULE #6 - LEVERAGE
ONLINE SOFTWARE

26
RULE #6 – LEVERAGE ONLINE SOFTWARE
Faster
implementation
Grows with your
business
Easier on cash flow
Automatically
backed up
Great for virtual /
distributed teams
Automatic updates

27
ON PREMISE SERVERS
ARE NICE. MOST
BUSINESSES CAN BE
ONLY “IN THE CLOUD”.

28
ONLINE SERVICES
Google Apps – Microsoft Office 365
(communication and collaboration)
Asana – (Task management)
Dropbox – file sharing and synchronization
Evernote – life management (notes, etc)
Web browser add-ons
Email add-ons
Youtube

29
RULE #7 - SECURE
COMPUTING IS SMART
COMPUTING

30
RULE #7 – SECURE COMPUTING
 Hackers love you love
your data
 Be cautious online
 Educate your staff
 Have secure passwords
 Backup your
information
 Be wary of internal
security breaches ie
“rogue employees”
 Wireless computing –
be nervous

31
SECURE COMPUTING RESOURCES

AVG.com
Symantec.com
Microsoft.com/security

32
RULE #8 – LEVERAGE THE
POWER OF MOBILITY

33
RULE #8 – MOBILE PRODUCTIVIT Y
As productive
OUT of your
office as IN your
office
Office services
should be “out
of office
accessible”:
fax, telephone, v
oice
mail, email, file
s

34
MOBILE TIPS

 Learn to use mobile
tools
 Have the right apps on
your phone
 Test a variety of mobile
devices
 Have redundancy
 Test before you use in
the field

Don’t be
cheap!
35
MOBILE 101

 Right phone
 Right network
(AT&T, Verizon
Wireless, Tmobile, etc
)
 Right apps
 Right accessories
 Right mobile devices
(tablet, notebook)

36
A Tour of Ramon’s
Backpack

37
RULE #9 - UPGRADE
YOUR WEB SITE

38
RULE #9 – UPGRADE YOUR WEB SITE
 Your web site is YOU
 Old web sites scream “Don’t buy from me”’
 Your web site should sell for you 24/7
 Great design matters (ie Steve Jobs)
 Superfluous design sucks, wastes time and is
distracting
 Build in social features
 RESOURCE: www.10websitemusts.com

39
DIY VS WEB DESIGNER
Low cost
Quick
“Easy”
Good enough for
most

Larger investment
Takes time
Custom made
Your time can be on
something else
Expertly done

40
DIY WEB DESIGN SERVICES

Wix
Squarespace
OnePager
Jimdo
Intuit web sites
41
RULE #10 - EMAIL
MARKETING IS NOT
DEAD

42
RULE #10 – EMAIL MARKETING NOT DEAD

Nurtures
Relationships
Loyal customers
Everyone is not a
Social Media addict

43
EMAIL MARKETING

Great subject lines
Great content
Measure analytics
Not too often. Not
too infrequent.
Be informative.

44
RULE #11 - SOCIAL
MEDIA IS NO JOKE

45
FOUR SIMPLE SOCIAL MEDIA TIPS

1.
2.
3.
4.

Frequent
Relevant
Engaging
Analytics
46
RULE #11 – SOCIAL MEDIA IS NO JOKE
 Your customers and
your customer’s
mothers are social
 Create a simple
strategy
 Educate employees
(The wrong Tweet
could get someone
fired or worse)
 Each social media
network is unique

47
SOCIAL MEDIA IS NOT EVERY THING

Social media is not
everything.
“Old fashioned”
marketing works
Be wary of social
media consultants

48
11 RULES OF TECH SUCCESS…
1. Invest
2. Outsource
3. Educate
4. Don’t Technologize a Bad Business Process
5. Customer Marketing
6. Cloud (online) Computing
7. Security
8. Mobility
9. Web Site
10. Email Marketing
11. Social Media

49
Give Ramon
your business
card and he’ll
email you a
copy of
Lifecycle
Marketing

50
THANK YOU
ramon.ray@infusionsoft.com

51

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11 rules for technology success

  • 1. 11 RULES FOR TECH IN BUSINESS SUCCESS 1
  • 2. Infusionsoft, Regional Development Director (NY/NJ) Smallbiztechnology.com, Editor & Technology Evangelist Author, “Facebook Guide to Small Business Marketing” (Amazon.com best seller), Event producer, speaker, journalist, piano player, FBI Citizens Academy graduate and some more Ramon Ray - @ramonray
  • 3. TECH AND YOUR BUSINESS Dematerialization Freemium Gamification On Demand Workforce Crowd Creation Crowd Funding Data Mining and Business Intelligence 3
  • 4. 11 RULES OF TECH SUCCESS… 1. Invest 2. Outsource 3. Educate 4. Don’t Technologize a Bad Business Process 5. Customer & Prospect Systematic Marketing (CRM) 6. Cloud (online) Computing 7. Security 8. Mobility 9. Web Site 10.Email Marketing 11.and Social Media 4
  • 5. RULE # 1 - INVEST IN TECHNOLOGY 5
  • 6. INVEST IN TECHNOLOGY takes time not get rich quick look at options 6
  • 7. INVEST IN TECHNOLOGY Stop thinking of technology as a pain Stop thinking of technology as something dreary Stop thinking of technology as an expense 7
  • 8. 7 TECH INVESTMENT QUESTIONS 1. Can the tech I’m buying today grow with my business 2. Can the tech connect with other technologies 3. Does the vendor provide great technology support 4. Who else is using the technology I’m buying 5. What are my future business plans – does the tech I’m buying match 6. Is there an ecosystem of for the tech I’m buying 7. Am I the first one investing in this tech 8
  • 9. RULE #2 - OUTSOURCE TECHNOLOGY 9
  • 10. TECH RULE # 2 – OUTSOURCE TECH  Your time is valuable and limited  Your tech expertise is limited 10
  • 11. TECH RULE #2 – OUTSOURCE TECH      Your results will be crappy Other things will suf fer You won’t look professional You’ll lose sales The earth will open up and swallow you 11
  • 12. 7 OUTSOURCE TECH QUESTIONS 1. Has the person I’m hiring helped other businesses in my industry 2. What are the referrals of the vendor I’m working with 3. Does the vendor have a track record of success 4. Are they a startup and hungry for my business (or new) 5. Are they a big company with maturity (or where I might not be important to them) 6. Does the vendor work well with businesses of my size 7. Do I need to know the owner 12
  • 13. RULE #3 - EDUCATE YOURSELF 13
  • 14. TECH RULE #3 – EDUCATE YOURSELF  Don’t be a nerd or geek  Be an educated business owner  Ignorance is not bliss. It’s stupidity and slow death  Technology is scary to those who don’t know  Everything is hard and confusing if you aren’t trained or informed 14
  • 15. TECH RULE #3 – EDUCATE YOURSELF Read magazines with IT columns Attend technology events (like today) Take online courses (email marketing, etc) 15
  • 16. TECH EDUCATION RESOURCES Grovo.com Free resources from your vendor Google Help Support.microsoft.com SCORE, Chambers and other give many free (and fee based) events Hire a consultant to train you 16
  • 17. RULE #4 - DON’T TECHNOLOGIZE A BAD BUSINESS PROCESS 17
  • 18. RULE #4 – DON’T TECH A BAD BIZ PROCESS  Tech NOT the answer for poor hiring  Tech NOT the answer for a bad biz process  Tech NOT the answer for poor customer service  Tech is NOT the answer for low employee moral  Tech NOT the answer for an idot boss 18
  • 19. TECHNOLOGY WILL ONLY HELP A “BAD” PROBLEM GET BAD FASTER 19
  • 20. 5 TECH & BAD BUSINESS THOUGHTS 1. Are you speaking to someone with gray hair (a mature business owner) 2. How would your business operate without tech 3. Map out your businesses processes – then layer technology 4. Hire for aptitude, character and attitude – you can train good people to do great things 5. Appreciate the technical aptitude of your team 20
  • 21. RULE #5 - TREAT CUSTOMERS SPECIAL 21
  • 22. RULE #5 – TREAT CUSTOMERS SPECIAL “CRM” Amazon.com – king of personalization All customers are not the same Segment your customers Sell to the right customer Sell them at the right time Sell them the right thing 22
  • 23. “CRM” Treat all customers as if they were the only one Know what customers want and giving it to them Implement Lifecycle Marketing 23
  • 24. LIFECYCLE MARKETING 1. 2. 3. 4. 5. 6. 7. 8. Target Audience Attract Traffic with Lead Magnets Capture Leads Nurture Leads (Prospects) Convert to Sales Deliver and Delight Upsell Referrals 24
  • 25. Give Ramon your business card. He’ll email you a copy of Lifecycle Marketing principles 25
  • 26. RULE #6 - LEVERAGE ONLINE SOFTWARE 26
  • 27. RULE #6 – LEVERAGE ONLINE SOFTWARE Faster implementation Grows with your business Easier on cash flow Automatically backed up Great for virtual / distributed teams Automatic updates 27
  • 28. ON PREMISE SERVERS ARE NICE. MOST BUSINESSES CAN BE ONLY “IN THE CLOUD”. 28
  • 29. ONLINE SERVICES Google Apps – Microsoft Office 365 (communication and collaboration) Asana – (Task management) Dropbox – file sharing and synchronization Evernote – life management (notes, etc) Web browser add-ons Email add-ons Youtube 29
  • 30. RULE #7 - SECURE COMPUTING IS SMART COMPUTING 30
  • 31. RULE #7 – SECURE COMPUTING  Hackers love you love your data  Be cautious online  Educate your staff  Have secure passwords  Backup your information  Be wary of internal security breaches ie “rogue employees”  Wireless computing – be nervous 31
  • 33. RULE #8 – LEVERAGE THE POWER OF MOBILITY 33
  • 34. RULE #8 – MOBILE PRODUCTIVIT Y As productive OUT of your office as IN your office Office services should be “out of office accessible”: fax, telephone, v oice mail, email, file s 34
  • 35. MOBILE TIPS  Learn to use mobile tools  Have the right apps on your phone  Test a variety of mobile devices  Have redundancy  Test before you use in the field Don’t be cheap! 35
  • 36. MOBILE 101  Right phone  Right network (AT&T, Verizon Wireless, Tmobile, etc )  Right apps  Right accessories  Right mobile devices (tablet, notebook) 36
  • 37. A Tour of Ramon’s Backpack 37
  • 38. RULE #9 - UPGRADE YOUR WEB SITE 38
  • 39. RULE #9 – UPGRADE YOUR WEB SITE  Your web site is YOU  Old web sites scream “Don’t buy from me”’  Your web site should sell for you 24/7  Great design matters (ie Steve Jobs)  Superfluous design sucks, wastes time and is distracting  Build in social features  RESOURCE: www.10websitemusts.com 39
  • 40. DIY VS WEB DESIGNER Low cost Quick “Easy” Good enough for most Larger investment Takes time Custom made Your time can be on something else Expertly done 40
  • 41. DIY WEB DESIGN SERVICES Wix Squarespace OnePager Jimdo Intuit web sites 41
  • 42. RULE #10 - EMAIL MARKETING IS NOT DEAD 42
  • 43. RULE #10 – EMAIL MARKETING NOT DEAD Nurtures Relationships Loyal customers Everyone is not a Social Media addict 43
  • 44. EMAIL MARKETING Great subject lines Great content Measure analytics Not too often. Not too infrequent. Be informative. 44
  • 45. RULE #11 - SOCIAL MEDIA IS NO JOKE 45
  • 46. FOUR SIMPLE SOCIAL MEDIA TIPS 1. 2. 3. 4. Frequent Relevant Engaging Analytics 46
  • 47. RULE #11 – SOCIAL MEDIA IS NO JOKE  Your customers and your customer’s mothers are social  Create a simple strategy  Educate employees (The wrong Tweet could get someone fired or worse)  Each social media network is unique 47
  • 48. SOCIAL MEDIA IS NOT EVERY THING Social media is not everything. “Old fashioned” marketing works Be wary of social media consultants 48
  • 49. 11 RULES OF TECH SUCCESS… 1. Invest 2. Outsource 3. Educate 4. Don’t Technologize a Bad Business Process 5. Customer Marketing 6. Cloud (online) Computing 7. Security 8. Mobility 9. Web Site 10. Email Marketing 11. Social Media 49
  • 50. Give Ramon your business card and he’ll email you a copy of Lifecycle Marketing 50