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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Utilize Social Profiles to Learn About Your Customers |
| If your contacts or leads are active and public on social media, they are likely sharing information that can help you understand their preferences and are offering another avenue where your business can engage with them. Insightly includes a Social Profiles section for your contacts and leads and will display links to public profiles that match the email addresses you have entered for those records.
The Social Profiles section for your contacts and leads is listed in the About subtab, and you can click a displayed link to jump right to the listed profile. If you don’t see the Social Profiles section, your Insightly administrator will need to enable it from the System Settings > Social Profiles page. |
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Keep Your Online Business Listings Updated |
| A 2012 survey by Constant Contact found that 50% of SMB’s had seen online listings for their businesses that were no longer accurate and that “49% of local businesses admitted having never updated their online listings, whether that’s on a search engine, review site, or mobile app.” With more customers than ever finding businesses online, it’s crucial that you check and update your business listings.
You’ll need to keep tabs on everything from search engine listings to Yelp and other review sites, which are becoming more important to customers every year. In 2014, 88% of surveyed consumers had “read reviews to determine the quality of a local business”—and this number had increased steadily over the previous four years. You can find various resources online to guide you to the major sites where you can update your listings yourself (here’s one from Vertical Response and another from Signpost). You can also look into services like Moz, Yext, or SinglePlatform, which will update multiple sites for you for a fee. In this age where customers can check up on your business right from their phones, it’s important that your online presence is managed well to attract more business. |
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Review Your Online Privacy Settings |
| Social networks are great for sharing information with friends and family and connecting with groups and businesses online. With all the options and settings on every online account, it’s too easy for some details to slip past, and often too late when you post something in a public venue which you didn’t realize was so public. There are a number of things you can keep in mind when you’re active online, but checking your privacy settings is something that should be reviewed regularly.
Google has recently updated their account settings page, which occasionally happens with all the online networks and apps you use. When you get an email from a service provider about privacy changes or see a change on their pages, use that as a prompt to review your privacy settings. If this gets confusing for you, there are many tutorials available to guide you through the process. StaySafeOnline.org provides a page with links to the privacy settings of all the major sites and services that you might be using. It’s worth the time to check them out to keep you and your information safe. |
If you haven’t tried the best CRM around, check out Insightly’s features and plans on our pricing page or sign up for a free trial right now.
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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.
Image courtesy of kanate at FreeDigitalPhotos.net.
