Turn It Up Tuesday: Learn, Teach, and Grow

Are you the do-it-yourself type? Customers who like to dive in and figure out how things work are quick to set up Insightly and start adding records thanks to Insightly’s ease of use. That’s why Insightly has a self-service model that offers many options to learn how to use Insightly CRM more effectively. A good method to answer questions and learn about Insightly is to open one browser window to view information from the following links while working in Insightly in another browser window.

• Insightly Resources includes the links below and more, so it’s a great place to select from your favorite kind of documentation and video options to learn about CRM and Insightly.
• If you’re interested in tutorials, Insightly University has got you covered. From a general overview to record links to managing projects, you’ll find step-by-step video guides to walk you through Insightly.
• Our Help pages include articles to answer hundreds of questions. With a quick search, you’ll always find answers.
• And to stay up to date on new product developments, click the Product News section right here on our blog!

Update (6/23/2015): Insightly has a brand-new place for support articles, videos, an Insightly user community, and product feature requests! Check out Insightly Support to get all the information you need to make the most out of your CRM!

There are a wide variety of customers you will encounter as your business grows. Offering a matching variety of service options to capture their attention will help you earn and keep more business. An internet presence is essential for customers to find you in the digital age, but your type of business and the types of customers you attract will define how you offer continuing support and service. If you understand your customer demographics and psychographics, you can determine the best way to present them with information about how you can help them, how they can help themselves, and how you can support them. If your business is phone-based, for example, you will likely want to expand your phone support hours as your business grows. If your customers prefer email options to contact you whenever they have time, be sure to set up an auto-reply message to let them know when you’ll get back to them. Make the options clear and set expectations up-front—clear communication and lots of options are key.