After working in the outsourced world for almost 6 years and viewing our successes and challenges, I’ve put together this brief list. We do everything with such attention to detail, care, and passion, that it’s hard not to lose yourself in the process. These are 10 tips I’ve put together that should – in the macro, help you outsource successfully. Communication is king – and so is the Golden Rule!
10 Tips to Rightsource Successfully
- Trust your gut. If you are working on an RFP process with a few companies and one is going above and beyond, they may be more highly vested in your success. A clear demonstration in care and assessment of the correct solution for you is a great indicator as to whether you’re just another client or to be viewed as a long term partner.
- Communicate the entire scope of your business (even what doesn’t necessarily need to be outsourced) that will need to work together synergistically. If you don’t make all your processes known, you may find that you’re overlooking a solution that may work best for you. It’s important that you communicate your business’ breadth and depth so that your sales rep and chosen vendor can excel.
- Bring key decision makers in early – get a handle for their biggest concerns and “problems” they want solved. Obtain “buy in” each of them after explaining/ the flow of each process (how a call routing tree works, how a sale is conducted online). Spend a little extra time up front to eliminate confusion and additional costs. Get their sign off on each piece of the solution.
- Get what you need. Did you get a proposal for a laundry list and just need the essentials? Talk to your sales rep. Let them know what you really need and politely ask if these are part of the same service offering or if certain line items are available a la carte. Can I add this later? Do you believe this is the best solution for my company?
- Look to the future. Voice your growth initiatives and what you’re looking to do. Are you looking to offer affiliate programs? Offer multiple languages? Are you contemplating upgrading or changing your in house systems? These answers may change the solutions architected on your behalf.
- Fully leverage the services you contract for. Do you have weekly, monthly calls included to review your business and its trends? What reporting ability is there? Can it be tweaked to provide even better quality data? Can you have changes made to your campaign based on the data?
- Don’t sweat the small stuff. Remember, your outsourced partner is exactly that, your outsourced partner. They run your business (or a large portion of it). If something goes awry on a small scale, don’t lose your cool.
- Listen. Your outsourced partner is going to have access to large amounts of data (and experience) and can give you feedback on your processes and how to improve them even post launch. Get this, they’ve been to this rodeo before – and they want to cut down on your learning curve.
- Respect their time. If you respect others time, chances are, you’re going to have a more positive experience and they are going to feel more free to share pearls of wisdom with you.
- Focus not just on cutting costs, but growth. If we can shift this mindset, or look at the two in unison, you’ll find that you can create a more positive existence. Don’t forget to leverage your outsourced partner for their thoughts on what you can do to grow your business.