Resolv, Inc.

April 2008 Newsletter

 

 

 

 

About the Author:

Mark J. Campbell is an organizational consultant specializing in executive coaching and management development.

 

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Resolv, Inc.

821 E. First Ave

Appleton, WI  54911

 

Phone:

(920)730-1300

 

E-mail:

info@resolvcrm.com

 

We’re on the Web!

www.resolvcrm.com

 

Ten Keys for Successfully Coaching Employees

by Mark Campbell, M. J. Campbell Associates

How do you retain hard to find technical employees? How do you accomplish more works with less staff? What happens to performance issues that are ignored? A solution to these and other vexing management problems is management coaching. The following recommendations are intended to help you develop your coaching skills.

1. Coaching without compassion is coercion. You pride yourself on being direct and saying what's on your mind. Your mantra is "If people can't handle the truth they should go elsewhere." There are times when we all feel this way, however, in most cases we stop and think before we fire a verbal volley. When faced with a situation where you feel compelled to give constructive feedback consider the following: Does the situation really warrant giving feedback or is the behavior only a mild irritant? Is your attitude punishment or problem solving oriented? Answering these questions can go a long way towards positive coaching. How the coaching is delivered is as important as the actual content.

2. Establish expectations that motivate. In many of my coaching assignments and workshops clients comment that they don't know what is expected of them. One of the primary responsibilities of managers is communicating the organization's vision, mission and goals to employees. When this foundation is not clearly in place, productivity decreases and organizational tension is elevated. Clear and consistent communication results in employees who feel connected to a purpose larger than themselves. Once these basic communication steps are in place then coaching becomes much easier for managers and employees alike.

3. One size does not fit all. Employees learn in very different ways. Some learn best through hands-on practice, others through reading technical manuals or self-study and many by solving problems with a group of colleagues. Level of experience also should be considered when we coach employees. Less experienced people are naturally going to need more attention that their senior colleagues. Coaching must be tailored to each individual with specific learning styles and backgrounds in mind. Whenever you have an opportunity to coach take a minute to adjust your message to fit the individual.

4. Retaining valuable employees through coaching. Surveys repeatedly show that employees remain with organizations when: A) Work is interesting and challenging B) People are well informed about organizational goals C) Recognition is given for good performance and D) Opportunities exist for professional development. By employing effective coaching skills managers can insure that all of these factors are present in the work environment. Managerial skills such as listening, observing, giving constructive feedback, providing recognition and teaching new skills are an integral part of organizations with low turnover. Effective coaching embodies these skills and reduces the revolving door phenomenon for technical professionals.

5. Quick solutions are dangerous. You're very busy. You don't have time to be educating inexperienced people. When they ask questions, you give a quick answer and send them on their way. Does this sound familiar? Certainly this is reality for many managers in today's world. Granted, there are times when all people need is a quick answer, however, there are other times when more effort is required. If we use the expedient approach for all situations we may cut ourselves off from valuable information and create problems that will haunt us in the future. Keep in mind that providing support and encouragement may not take a lot of time. In cases where more time is needed consider it an investment in improved productivity

6. The central coaching skill. There are many skills involved in coaching, however, I believe that exploring options is the central coaching skill. Exploring options to problems with an employee prevents us from giving quick and sometimes faulty solutions to problems. It helps us teach critical thinking, consequences of actions, creativity and cost benefit analysis.

There are two important factors necessary for this process to work: A) The employee must be sufficiently experienced and B) The manager must be knowledgeable in the employees' discipline. Exploring options with employees will assist them in solving similar problems in the future without calling on you for help.

7. The fine art of asking questions. Coaching, in great measure, involves asking questions. The intention is not to embarrass the employee but to help them learn a problem solving process. Effective coaches ask open-ended questions such as: What does the preliminary data tell you? What are the key symptoms? What alternative solutions have you identified? Asking questions, as well as pointing out other resources, is an integral part of coaching. This approach may be more challenging than providing a ready-made solution but it results in autonomous and effective employees.

8. Don't give feedback in a vacuum. In today's business climate most managers are held accountable for both task accomplishment and directing the work of others. Managers frequently get rewarded for technical output more than for coaching, motivating and developing employees. Sometimes they don't speak to employees for weeks. Don't let this happen to you. Set up regularly scheduled meetings with the people reporting to you. Get out and about the organization and develop an informal network. These steps will help you to be well informed coach and manager.

9. The coach and career development. Managers who take an interest in the careers of employees have highly motivated and productive teams. The studies we all read in professional journals indicate that professional growth, especially for technical professionals, is of critical importance. Again and again we hear, "When I stop growing it's time to look for a new job." The consequences of not addressing career issues can result in lower productivity and turnover. Ask people about their aspirations. Whenever possible, assign them work that fits with their career plan. The results will far outweigh the effort expended.

10. Who coaches the coach? Most managers intellectually accept the value of coaching. How to coach is another matter. Reflect on the managers you worked for who were good at this important skill. What did they do that could be applied in your organization? Observe colleagues who are especially talented in this area. Consider designing a mini-survey for employees. Include three or four questions regarding: career plans, re-skilling needed and the type of assignments that are most attractive. Have each of your direct reports complete this survey and then meet with each person. Ask what you can do to be helpful in meeting their professional goals. If you do only this, you will surpass most managers as a coach.

It is rare to find a manager in career trouble due to a lack of technical knowledge. However, many a managerial career has been derailed by poor attention to the human side of the job. Take time to coach, it will improve the productivity of your team and enhance your career.


SalesLogix User Group Meeting

 

Who Should Attend:

SalesLogix Users and System Administrators

 

If you are not currently a SalesLogix user:

Please come and talk to other SalesLogix users and see how SalesLogix can assist you with your business needs.

 

What is a User’s Group?

The SalesLogix user group is a great place for SalesLogix users to exchange ideas and ask questions of each other and an experienced SalesLogix consultant.  Meetings consist of a presentation on a featured topic, followed by “what’s new” with SalesLogix, and a question and answer period.

 

When: Tuesday, June 17 2008 from 10 am – 4 pm

Location:  TBD

To register for the User Group: (920) 730-1300 or email to info@resolvcrm.com

Cost:  No Charge.  Lunch is included.


BizTech Expo 2008

April 30 & May 1

Wisconsin Exposition Center at State Fair Park

Over 200 exhibitors will gather together for the largest business-to-business Expo in the area.  You will not want to miss two days of educational seminars, business leads, product offerings and networking opportunities to help make your business more successful.  Stop by and visit us in booth # 425.  Expo hours are 9 am – 6 pm Wednesday, and 9 am – 4 pm Thursday.


Complimentary Breakfast Seminar

Why Should  A CEO/CFO Care About CRM?

Tuesday, June 3, 2008, 7:30 am – 10:00 am

Milwaukee, WI

Join us as we discuss:

·         A working definition of CRM.  You may be surprised that it is not all about software.

·         Informed decision making.  Imagine how access to real-time data will help you to adjust to marked conditions more rapidly.

·         Empowering sales people.  What would happen to your sales force if you allow them to focus on customers rather than processes?

·         Company growth.  Can it happen without customers?  What are you doing differently this year to promote growth, or is last year’s growth rate acceptable?

·         Harnessing the Wild Wild West.  Can you implement solid, time-proven best practices, or is it ok that your sales force is made up of renegades that do it their own way?

·         What you should expect from CRM software.  This will include a working demo of an industry-standard CRM software package.

 

To register:  (920) 730-1300 or go to www.resolvcrm.com

 

Cost:  No charge.  A complete hot breakfast is included.


SalesLogix Tips & Tricks

Take A Think

 

With the arrival of spring, you may be enjoying the greening grass and trees. Maybe it’s causing you to think of greener grass in  SalesLogix. For example, after that import is done, marketing will be happy. Or after getting rid of those bogus opportunities forecasting will be accurate. Or if only we could clean up {fill in the blank}. 

 

Frequently these maintenance tasks go well and everyone is happy. Sometimes, but not always, these tasks go awry. That’s why the Resolv Support Team suggests that you “take a think” before you begin the job. How many accounts will be affected by what you propose to do? Then keeping in mind that SalesLogix is account centric, take it a step further. How many contacts are involved? How many opportunities? How many notes / history items? One account can actually have a lot of associated data. Randomly checking a client’s database reveals one account with six contacts has 5000+ notes / history items. Already we are affecting 5007+ records in the database. Now add a few addresses, some opportunities, and any other associated items like equipment, contracts, tickets and so on.

 

Realizing in that brief “think” that more than just a name and address may get lost in a worse case scenario, we cannot over emphasize the importance of backing up the database before doing that import, merge, deletion, etc. Backing up is a small bit of precautionary work can save hours of frustration; it is not very difficult, nor does it take much time. Typically backing up SalesLogix can be completed in 15 minutes or less.

 

 

To back up the SalesLogix database you will need access to SQL Server Enterprise Manager. 

A) Once logged on using Windows Authentification, expand the databases folder.

 

B) Select your SalesLogix database and right click.


C) On the pop up menu select Tasks.


D) On the next pop up menu select Backup.

 

If you are using SQL Server 2005 on the next screen you will need to do the following. The same steps are needed in SQL Server 2000, though the screens look different.

  

 
 

E) Confirm that the backup type is set to “Full”.


F) Give the back up a descriptive name.


G) Press add to set the destination for the  backup file.

 

 

H) On the Select Backup Destination you may manually type the path and file name for the backup or you may use the ellipsis ( I) to browse.

 

Once a destination is added, (J) press OK. The progress bar will indicate the back up is being made and you will be alerted when the back up is complete.

 

At this point you can proceed with the initial task, whether an import or merging, knowing you can recover if things do go awry. Hope you enjoy the spring colors.


KnowledgeSync Tips & Tricks

 

Question:

 

I know that KnowledgeSync keeps track of the "triggered items" for each event. My concern is that over time, won't an event's triggered items grow larger and larger eventually impacting KnowledgeSync's performance?

 

Answer:

 

The "triggered items" for an event CAN grow (and impact performance) but it doesn't have to. The key to determining this is in the design of your query's filters.

 

Let's say you have an Order Confirmation event that runs hourly and KnowledgeSync keeps track of the "order ID" of each processed order. If you process 100 orders a day, that's 36,500 triggered records just for that event after one year.

 

BUT - if you add a filter to the query that says "order date equals today's date", all of the triggered items for one day are automatically removed by KnowledgeSync the next day. The number of triggered items for this event will never be greater than the number of orders placed during a single day.

 

Even better - there is a date substitution variable called "Last Date/Time Event Checked" in KnowledgeSync, and if you compare an order's date to the value in this variable, the triggered items for the event will be wiped clean each and every time the event runs.

 

So, if you see KnowledgeSync start to use up more processor resources than it used to (or than you'd like it to), check out your queries and optimize their filters so that the query has to store as few triggered item records as possible. You'll see the difference!

 

**Provided by VineyardSoft Corporation (www.vineyardsoft.com)


Contact Support

Here is how to contact our tech support department:

Normal tech support hours are Monday through Friday 8:30 am – 4:30 pm Central Standard Time. Help may be available during non-business hours for an incidence fee.  If it is an emergency or after hours, please call, since we cannot guarantee that email will be responded to prior to the next business day.  During business hours, phone calls have priority over email.

 

Phone: (920) 268-4877

 

E-mail: support@resolvcrm.com

 

Remote live support: http://www.resolvcrm.com/assist

 

Web ticket: http://www.resolvcrm.com/supportquestions.html


Quote for the Day

I think it's fair to say that personal computers have become the most empowering tool we've ever created. They're tools of communication, they're tools of creativity, and they can be shaped by their user.
~Bill Gates~


Our Referral Program

Resolv, Inc. is always looking for referrals, but what bonuses do you receive if you give us a referral?

 

  • 1 Year Referral commission of 3% of every payment we collect from the customer
  • Infinite Referral commission of 1.5% of every payment we collect from the customer

 

To Read More on our Referral Program, Click Here