Turn It Up Tuesday: Staying In Touch—Tips from Insightly to Take Your Business to 11

Welcome to Turn It Up Tuesday from Insightly CRM, where we bring you 3 weekly tips—a tip on using Insightly, a tip on running your business, and a tip on improving your life. Enjoy this week’s tips!

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Tag Contacts When Sending Them to MailChimp

Many customers with Insightly paid subscriptions are using our MailChimp integration to keep in touch with groups of Insightly contacts. If you’re sending out email campaigns or other communications, use Insightly’s tagging feature to keep track of which contacts have received an email.After you’ve selected contacts and sent them over to MailChimp, they will still be selected on the Contacts tab, so you can quickly use our bulk editing feature to tag them with information about the email. Include a date in the tag, and each time you view a contact, you’ll be able to spot when they received the last MailChimp email!

Contact tag

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Stay in Touch With Your Customers

Sustaining business relationships, from your customers to your employees, is vital to small business growth. Keep the door for communication open by sending newsletters, company or industry updates, or holiday messages at regular intervals—a “drip marketing” strategy. You don’t want to overdo it and have your emails relegated to someone’s spam folder, so keep track of your communication history. Not only will you keep your business contacts informed, but you’ll be more likely to receive feedback, referrals, and repeat business!
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Nurture Your Personal Relationships

Making a small business a big business takes a lot of work and time, so your work life and personal life can easily get out of balance. Actively nurturing good personal relationships helps you recharge, reminds the people you care about that they’re important to you, and gives you a broader perspective that helps you manage stress when times get tough. Just as you keep in touch with your business contacts, schedule regular time for your personal relationships. From phone calls to family time, make these moments count.

 

Send Us Your Tips

Would you like to share your tips with other Insightly customers? Send them to us!
If we use your tip in our weekly feature we’ll send you a $10 Amazon Gift Card!

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And if you haven’t tried Insightly, everyone’s favorite CRM, try all of our features with a 14-day free trial or register for a free Gratis account to try the basics.