Use Categories to Organize Insightly, Increase Sales, and Reach Your Goals

Turn It Up Tuesday: Tips from Insightly to Take Your Business to 11

Welcome to Turn It Up Tuesday, 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 on using categories to organize and improve business!

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Like Insightly Categories? Make them Super!

This week’s Insightly tip comes from our customer Gene Barton, Ph.D., President of Paradigm Systems, Inc. We’ll be sending him a $10 Amazon gift card for his contribution. Thank you, Gene!
 
“You might assume that you should use different colors for each category, and that works well. However, Insightly doesn’t stop you from reusing the same color for different categories. Categories are already distinct by their names. So you can create “super categories” by colors that quickly identify what geographic region, subdivision, product line, etc., categories relate to.”
 
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Regroup Products and Services to Attract More Sales

If you’ve ever been approached by a customer who had a need they were willing to pay a little extra for, or if you’ve a lost sale because a prospect needed a less-expensive option than you currently offer, you could be in a position to offer both simpler and premium versions of your product or service to capture more sales. This strategy can bring in new customers, open the door to return business, and increase revenue. It’s also a well-known pricing rule that when you have two items with different prices listed, you’ll drive more sales overall.
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Sort Out Your Goals for Better Focus

The goals you’ve set for the new year can seem overwhelming and exhausting to think about, but you can reduce the anxiety that often gets in the way by organizing your tasks and goals to help you prioritize and move forward. At a high level, you’ll want to group your goals into a life categories like “Finance,” “Health,” “Professional Development,” and “Family.” Write down these categories and goals, and then evaluate each group separately, prioritizing and eliminating the tasks involved. You can then start budgeting time for the urgent and important items, with less time for the things that need less attention. A little planning can go a long way to reduce the stress of achieving your goals.

 

Send Us Your Tips

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

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