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. And thank you for reading!
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Personalize Insightly for Your Users |
| Your company logo is a symbol that resonates with your customers and your employees. When your staff is using Insightly every day, you may want to keep them connected to your brand by replacing the Insightly logo in the upper left corner of the page with your own branded image. Any customer with a paid subscription can do this.
Among the many customization options on your User Settings and System Settings, Insightly includes the Logo option on the System Settings page. Administrators on paid accounts can upload a logo that will appear to all of their users on every page after they log in. Adding your logo will personalize their experience and keep that experience connected to your company. |
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Thank Your Customers |
| Giving thanks is automatic during any given transaction with a customer, but there are ongoing moments during a customer relationship where expressing appreciation will continue to strengthen the bond between your clients and your company. Although you can thank your top customers with added incentives and gifts, a simple thanks can go a long way. You can send personalized thank-you notes with new orders and, for subscription-based services, when you reach a business anniversary. The holidays are also a common time to reach out and say thanks, and you might even spark a gift idea—another way to spread the word about your products or services. Acknowledge customer feedback on social networks, too, giving thanks for positive reviews and support. As you reach out to customers, you’ll also expand your own recognition of the important contributions their business makes to your success. After all, you can’t grow your business without them.
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Acknowledge Service Workers and Make Everyone’s Day Better |
| Johanna Michelin reached out to Insightly with a great tip to actively acknowledge people who work in service industries, whom many of us may take for granted. Everyone likes to be treated well, and her practice of handing wrapped candies to service workers like gas station attendants or tellers brightens everyone’s day. “What surprised me was the genuine reaction of gratitude as I handed (wrapped) candies to ‘service people,’ such as gas attendants, cashiers, tellers, etc. More than thanks, they seemed touched and surprised that someone recognized their ‘existence.’ Even if they threw the candy away, they were happier… So was I!” Thank you for the tip, Johanna! We’ll be sending an Amazon gift card your way! |
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 for over ten years.
Image courtesy of Stuart Miles at FreeDigitalPhotos.net.
