Thanks for subscribing!
We'll send the next tip to your inbox on Tuesday morning.
Our most recent tips
While you are waiting for your first newsletter to arrive, feel free to browse our previous tips.
Biz Tip: Asana for task management
I have to admit, I am an evangelist. Not the religion, but of the products I like. I’ve tried a lot of task managers over the years. I’ve even written a few myself. At Novak Solutions we’ve tried a half-dozen or so and the one we’ve enjoyed the most so far is Asana. Some of the reasons Asana is great include: It’s free. It has great team features. It’s SIMPLE (this is one of the bigger reasons we chose it). It doesn’t spam you on every single update. Did I mention it’s simple? You can rapidly enter a number of tasks and group tasks without needing to use your mouse. Try it...Biz Tip: Key Indicators
Do you know what Key Indicators drive your business?? If not, take 30 minutes today and figure out what your key indicators are. Then figure out what you can do to increase those key indicators. For us, our key indicators are: # of Free App Users $ Recurring Rev / Mo Churn Marketing Reach We have our own dashboard we track these stats on, if you want it for your own use, check it out here: https://novaksolutions.com/performance/...Tuesday’s Tip: 5 tips for keeping your Infusionsoft data secure
Today we have five tips to help you keep your Infusionsoft data secure. There are many threats to your data: hackers that want to steal your customer data, employees that make mistakes, poorly coded integrations, and software vulnerabilities. These simple steps will help protect your business and your data. Keep your software up-to-date There are many plugins for WordPress and other platforms that make it easier to interact with your Infusionsoft app. Whether you are using free or paid plugins, it is vital that you keep them up-to-date. New versions frequently fix security issues that can leave you at risk to hackers, nosy customers, or unscrupulous competitors. This also applies to your web hosting and server software. It sometimes feels like a major security threat is being discovered every other day. Regularly updating your server software will protect you from these serious vulnerabilities. Use Infusionsoft’s user permissions feature Infusionsoft provides a method of controlling what a user can do inside of your Infusionsoft app. For example, you can restrict your employees so they aren’t able to delete contacts, or even limit what contacts they are allowed to see. In general, a user should only be given the permissions required for them to perform their job function. This limits your risk of data loss or theft by your employees. You may want to consider disabling access altogether for employees that don’t have a genuine need to interact with Infusionsoft. If you have several users that are only using Infusionsoft for viewing data (such as reporting), it may be cost effective to deactivate their Infusionsoft accounts and instead set up reports using a tool like Data Warehouse. Be...Biz Tip: Turn off your voice mail
Voice mail is so so 1990. I hate it. I’ve seen a few other successful business owners change their voice mail message to motivate people not to leave messages, and once I did life got simpler. You don’t want to actually turn off voice mail. Just change your message. Mine says: “Hey, you’ve reached Joey at Novak Solutions. I NEVER check voice mail on this number, the best way to reach me is to send me an email at joey@novaksolutions.com, or send me a txt message on this number. Thanks, bye!” People now send me emails or txt messages instead, which fits seamlessly into my...
While you wait for your first tip, we’d like to recommend our Cloud Backup service. Never worry about data loss again with fully automated Infusionsoft backups. Easily recover from any disaster, including accidental deletions.
Learn More
Need something more advanced than basic backups? Our Data Warehouse service transforms your Infusionsoft data into a fully accessible SQL database. Use your favorite reporting tools to get the data you need, when you need it.
Learn More