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 CRM, a tip on running your business, and a tip on improving your life. Enjoy this week’s tips!
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Tidy Up Your CRM Data |
| Most customers take their CRM for an initial test drive by adding test contacts, tasks, and other records to get an understanding of how everything fits together. “After learning how to effectively use Insightly to meet the needs of your organization,” customer Clayton Dike suggests, “purge all the data used to ‘play around’ in Insightly.” This will clean up information that could throw off your opportunity or task activity reports. You can even use custom filters and bulk editing to help you zero in on specific records. It’s almost time for spring cleaning, after all! As thanks for submitting this week’s Insightly tip, Clayton will be receiving a $10 Amazon gift card! Use our links below to submit your own suggestion. |
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What’s Your Job(s)? |
| While large corporations are doing away with outdated annual job reviews, it’s important to regularly take stock of the work you and your staff are doing. If you’re a busy solo entrepreneur, write down all the jobs you’re juggling in a ranked order. As your business grows, hire for the roles at the bottom of your list to free yourself from work that can easily be handled by someone else. If you have staff, sit down with them on a regular basis to perform the same assessment with their jobs. It’s easy to assign an extra duty here and there and forget how they add up, so your employees will appreciate the attention and you’ll gain a greater appreciation for their contributions to the success of the business. |
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Update Your Look |
| How we look and what we wear can have a powerful effect on our confidence. Updating your wardrobe or changing your style doesn’t have to break the bank, and small changes can make a big difference in the way you see yourself. You can part your hair differently or get an entirely new hair style, shine your old shoes or start wearing something pointier, flatter, or in a new color. If you think you don’t have new ideas, go out and try on clothes at the local department store, including something you wouldn’t normally wear. Try adding a little color and pay attention to a good fit; you might even find a particular brand is a better fit for your body style. Most importantly, find new styles that you’re comfortable with—both in the way you look and the way you feel. |
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!
Contact us on Facebook, Twitter, Google+, or send us an email.
And if you haven’t tried the best CRM around, check out Insightly’s features and sign up for a free trial.
About the author: Tony Roma is Insightly’s Content Manager. He’s been helping businesses implement software solutions and improve their work processes for over ten years.
