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  • 10 Common Virtual Meeting Mistakes to Avoid, According to Remote HubSpot Employees

    Whether it’s with a single client, a large internal team, or external stakeholders, hosting successful, engaging meetings is an art form.
    It takes skill to know how to simultaneously capture attention, inform, be interactive, and leave a lasting impression — it’s really not an easy feat.
    The prospect of holding a meeting may become even more stressful when the session is online. As meetings are new to the virtual world, there is no roadmap to hosting a successful one.
    However, as nice as it would be, a roadmap is not always the key to success. Sometimes the key can be learning from people who have experience hosting virtual meetings and understanding what they think makes them successful. In this post, we’ll discuss common virtual meeting mistakes and get insight from experienced HubSpotters on how to avoid them.

    1. Not acknowledging mistakes.
    Nobody’s perfect.
    Although many people know that, an all-too-common moment in virtual meetings is pushing mistakes under the rug and acting like they haven’t happened. Unfortunately, when everyone is looking at their screen, most people notice mistakes, and ignoring them can create a sense of awkwardness.
    In these moments, it’s important to remember that an increasingly virtual world is new to everyone. We’re all aware that adapting to new processes can be difficult, so of course, there will be unexpected issues.
    Jon Dick, Senior Vice President of Marketing at HubSpot, agrees, and his advice is relatively straightforward: “As the old saying goes, ‘If you can’t hide it, feature it!’ Slides not sharing? Children bursting into the room? Not on mute? Don’t stress out — just laugh, relax, and acknowledge it.”

    2. No backup plan for faulty technology.
    A dysfunctional microphone or PowerPoint won’t derail your in-person meeting, but it will effectively shut down a virtual one. Given this, Ashley Ladd, Manager on the Diversity, Inclusion, & Belonging team at HubSpot, says that not having a tech backup plan for your virtual meeting is a mistake.
    Ladd says, “Our internet connection is always stable until we need it to be, so having a backup plan ensures flawless execution of your events and less worrying about your connection or having the meeting dropped.”

    She says that your plan B can include things like a designated co-host, teammate, or friend to take over if something goes wrong, or while you troubleshoot any issues: “The worst is when you have to spend time fussing with your connection and it interrupts the flow of your meeting.”
    3. A lack of discussion and collaboration.
    One of the greatest aspects of meetings is the collaboration and discussion that stems from audience engagement. Virtual meetings notably make this harder, and they’re often marked by the opposite.
    Becca Stamp, Senior Global Learning and Development Onboarding Specialist at HubSpot, says that a common mistake is not making space for conversation. Her solution is to make a special effort to encourage it: “It’s important to give everyone space to come off mute and contribute throughout the session. Participants can add so much value, both through discussion and chat.”

    Jill Noonan, Senior Facilitator at HubSpot, seconds this tip and says: “Create interaction whenever possible. Whether in person or virtual, listening to one person present without any interaction or conversation can be draining for those listening. If you’re presenting in a virtual environment and someone asks a question, open it up for group discussion.”
    4. Leaving inclusion and accessibility by the wayside.
    Whether your meeting is in-person or virtual, it’s crucial to be mindful of and prioritize inclusion and accessibility.
    Opt to use software that adds captions for speech transcription, write alternative descriptive text of images for screen reading devices, and be mindful of the differing experiences that attendees may have.
    Ben Perreira, Diversity, Inclusion and Belonging Program Manager at HubSpot, says that an easy way to show you care about DI&B is to encourage attendees to put pronouns in their profile names. He says, “Add pronouns to your Zoom name as a way of showing up for inclusion during virtual meetings, and encourage your teammates to do so as well.”

    5. Trying to multitask.
    It’s never been easier to join a meeting, and it’s also never been easier to lose focus during a meeting.
    If you’re using a personal computer, it can be especially difficult to stay focused because everything you enjoy is right there in front of you. A quick check of your email can accidentally turn into ten minutes of distractions that take you away from meeting content.
    That’s why a common mistake is, or at least trying, to multitask during meetings. Dick says: “Multitasking during your meetings is a sure-fire way to feel uninformed and unaccomplished at the end of the day.” His solution? Easy — “Mute notifications and close email.”
    6. Not encouraging speakers and hosts.
    Don’t assume that someone may be more comfortable during a virtual meeting because they’re not in front of an in-person audience. It can still be just as nerve-wracking to face a screen full of faces as it is to stare at a room full of people.
    However, the support that people receive from attendees during in-person meetings, like applause, can be encouraging and make hosts feel more comfortable. Unfortunately, this support is often missing from virtual meetings.
    Even if you can’t clap, Dick says that it’s still essential to show encouragement virtually, as it can feel strange to present without any human reactions. He says, “Hop in the chat window to cheer people on and encourage them when they’re presenting. It’s encouraging and helps people feel like you’re listening.”
    7. Leaving no space for networking.
    As virtual meetings occur on a digital device, attendees have no further interaction with their peers when they end. Stamp says that forgetting about the hallway chat aspect of meetings can be detrimental, as this time often gives people a chance to network, make connections, and decompress.
    She says, about HubSpot employee onboarding, “We have seen incredible value in spending five to ten extra minutes on Zoom at the end of each session. It creates the hallway environment of in-person sessions, and these conversations help us build more community among the cohorts.”
    8. Being impersonal.
    You may feel pressure to display a more polished side of yourself during virtual meetings. In some cases, like when business executives speak to their teams, it makes sense and is expected that the experience is more corporate and clean cut.
    However, being too polished can sometimes dehumanize you, which affects relatability between you and your audience.
    Robotic meeting environments can also feel boring and disengaging, which is the opposite of what you want. Noonan’s tip is to display humanity through personalization. She says, “Humanity is extremely important. Knowing when and where to use personal examples or display vulnerability builds trust and shows that we’re all on the same page.”

    9. Not using the mute button for all it’s worth.
    Nobody wants to accidentally leave their microphone on so everyone can hear them yell to a roommate or ask a pet to stop making noise. It’s not a huge faux pas, but there are easy ways to avoid this short-lived but all-too-common mistake of not using the mute button for all that it’s worth.
    Perreira says, “When you’re not talking, mute yourself. The mute/unmute can also serve as a signal to indicate you’re ready to contribute and serve a [sic] helpful way for group members to ensure that those who are looking to speak are given the opportunity to be heard.”
    10. Not having fun.
    Although hosting can be stressful, Ladd and Stamp say that it’s essential to have fun.
    Ladd recalls a BLACKhub community check-in where attendees played a game called This or That. She says, “We did a Black History Month edition, so our game featured Black leaders in sports, film, entrepreneurship, and more. We had about eight different slides, and it was a fun, quick, and easy way to get everyone interacting and participating.”
    Stamp makes space for these moments during onboarding meetings as well: “Schedule optional coffee, lunch, or afternoon hang-outs to help attendees connect. This gives our new hires a space to get to know each other in an authentic and more personal way.”
    Virtual Meetings Can Still Be Successful, Engaging, and Fulfilling
    Although there are quite a few mistakes on this list, they are exactly that — mistakes. They aren’t the end of the world, and nobody will penalize you for them.
    Consider the advice from experienced HubSpotters, and you’ll likely find yourself hosting engaging virtual meetings that are just as impactful as those you can have in-person.

  • Are female employees paying the price for the Covid-19 crisis?

    All employees have seen sweeping changes over the last year and everyone is experiencing some degree of disruption. But the impact of Covid-19 has not been evenly spread. It has hit people in different ways; while some are thriving and enjoying the benefits of remote working, many others are struggling.   One of the most…
    The post Are female employees paying the price for the Covid-19 crisis? appeared first on Customer Experience Magazine.

  • How to Use Custom Actions with Salesforce CPQ to Filter Products by User

    Salesforce CPQ, now part of Revenue Cloud, brings a whole new level of power into Salesforce, allowing you to build complex pricing engines to support your sales team in sending out accurate quotes. What we are going to run through this tutorial is how to… Read More

  • The Analyze Button: Improve Your Salesforce Lightning Page Load Speed

    As a long time advocate of Salesforce Lighting Experience, it sometimes still feels like an uphill battle to convince users and admins alike that Lighting is awesome. I genuinely really like the look and feel of the UI, as well as the advanced declarative options… Read More

  • Reflecting at the Year Mark: 3 Lessons on Leadership from a Year of Coronavirus

    As we round the corner on the one-year mark of this pandemic, I want to take a moment to reflect on some of the key lessons that still hold true. Even as more people get the vaccine and we slowly edge into “normal life,” it’s vital for us not to waste this opportunity.
    We must take the lessons of this last year and use them to shape how we lead our organizations into the future. Let’s take a look back on three of these critical lessons together.
    Move How You Listen to Customers—From ASKING to UNDERSTANDING
    Throughout the last year, I’ve spoken about the importance of shifting from validating the points we’ve predetermined to understanding our customers’ lives and how they’ve changed. In the next several years, this upheaval will continue and it’s critical that we stay nimble in learning what matters to our customers, how their lives are changing, and what they need.
    Things won’t just go back to normal, so be sure that your team continues to learn and understand your customers’ pain points, their priorities, and where you can add value.
    Read more in my original post here.

    Weave Humanity Into How Companies Operate and Earn Greater Growth
    I have loved seeing leaders shed their corporate veneer during this time, conducting town halls and listening sessions from their living rooms, with their dogs running around under foot. This humanity is critical–and it’s a shame that it has taken this crisis to truly make it central to how many leaders approach their work.
    Even as we move forward, I encourage you to continue to hold onto that humanity and harness it as a central tenet of how you operate and shape experience for both your employees and your customers.
    Read more about this topic here.

    This time can become an opportunity for humanity to be woven into how companies operate and earn greater growth.Click To Tweet

    Lessons From Leaders on Adapting During the Pandemic
    Our community of experience professionals have been so giving and supportive during this time, and it’s been my honor to have so many incredible guests on my LinkedIn Live show, Daily Dose of Optimism, as well as on my podcast.
    In these interviews, my guests have shared lessons on mapping a path forward for your team through clarity of vision, listening and pivoting to retain customers, and going back to fundamentals to provide positive experiences and support for our community.
    These conversations are so thoughtful and valuable that you’ll be seeing some replays of several of my favorites in the coming weeks.
    In the meantime, be sure that you read this post for insights from just three of these interviews. And visit my podcast page for all of the episodes.
    The post Reflecting at the Year Mark: 3 Lessons on Leadership from a Year of Coronavirus appeared first on Customer Bliss.

  • The confusion about “sorry”

    “I’m sorry that your cat died,” does not mean that I killed your cat.

    But, “I’m sorry that I stepped on your foot,” does mean that I stepped on your foot.

    In creating connection and trying to make amends, we often get confused by the two kinds of ‘sorry’, and don’t apologize because we believe the problem wasn’t our fault.

    “I’m sorry that you had to wait two hours while your car was being serviced.” That’s a valid sentence, even if it wasn’t your fault that the schedule was overfull.

    “I’m sorry that you’re stranded here and you’re going to miss the big meeting. I know it was important,” is a useful thing to say even if you didn’t cause the snow storm.

    “I’m sorry” can simply mean, “I see you.”

  • “Perfect or we’re not going”

    When does this rule apply?
    It doesn’t apply to anyone we’ve ever hired.
    It doesn’t apply to anything we’ve ever purchased.
    It doesn’t apply to any project we’ve sponsored.
    Or anyone we’ve ever voted for, dated or befriended, either.
    In fact, it’s a great excuse for the things we’re afraid to do, or where our inclination is to say no anyway. If you’re hoping for inaction, look for perfect.

  • Are SaaS CX Peer Groups a thing?

    I originally posted this thread in r/SaaS, but I think it’s fitting for here too: I’ve been in the SaaS space for 2.5 years and haven’t been able to find anything that resembles what you’d find in the MSP space with a Peer Group. Is anyone here part of a customer service/customer experience-focused peer group for SaaS companies? If not, is there enough interest here to start something? For those unfamiliar, here are the main points of a peer group:
    You get paired with a group of 6-10 similar, but non-competitive companies (example: I work for a SaaS company in the Risk Management industry, so I wouldn’t get paired up with any SaaS companies in the same, or adjacent industry). We would meet remotely 8-12 times/year (every 4-6 weeks) for 90 minutes max We would discuss our challenges and successes and share what’s worked/what hasn’t worked on our teams The people in the group would have similar job titles (Support or CX Supervisor, Manager, Team Lead, Director, etc…) so we’re all talking on the same operational level
    The difference between a peer group and a reddit post are the peer group meet in real-time with a structured meeting environment. If you’d be interested in something like this, please show your interested in the comments by posting:
    Your Job Title Your Industry How many people are on your team
    That info will let me know if you’d be a good fit for the number of people already interested. We want to:
    Keep similar job titles together so we’re talking on the same operational level; Avoid competitive companies being in the same peer group pod,; Keep similar sized teams grouped together (because what works for a team of 2 doesn’t necessarily scale to a team of 200)
    If there’s enough interested I will get this set up. If anyone has concerns with the approach, I’d love to hear them – maybe there’s a reason these kinds of groups don’t exist in the SaaS space. If you’ve been part of a peer group before and want to offer any advice, I’m happy to hear that as well.
    submitted by /u/dreeves727 [link] [comments]

  • Ten reasons to write a book

    More than ten, actually. Millions of books will be published this year and for good reason. People rarely regret the effort. Everyone has their own, but here are some of the reasons to get you started:

    It clarifies your thinking.

    It leaves behind a record of where you are in this moment.

    It’s clearly not going to be a worldwide mass-market bestseller, so you can focus only on the people who want to hear from you.

    It’s a project that is completely and totally up to you.

    Because it’s a generous way to share.

    As hobbies go, it’s energy-efficient, takes up very little space and is portable.

    Because then you get to write another one.

    It will increase your authority in your field.

    We need to hear your ideas, they matter.

    And then you become an author.

    It’s not that hard to publish it when you’re done.

    The publishing is a bonus, a way to seek completion, not the point of the exercise.

    And… it’s not as lonely as you think.

    PS if you sign up for my friend Kristin’s community of practice, you can do it together. With others on a similar journey. It’s generative, filled with possibility and fun.