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 running your business, a tip on using Insightly CRM, and a tip on improving your life. Enjoy this week’s tips!
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Hire the Right Person |
| As your company grows and you see increased demands on your staff (maybe that’s just you, right now), you’ll start thinking about which areas of your business need more attention and hiring someone to cover those responsibilities. When you’ve posted a job listing and the resumes start rolling in, how do you narrow down your candidates? Looking at basic, required skills seems like a no-brainer, but judging a person’s personality traits and knowing if they’re a good fit for your company can be trickier and more important. As you start interviewing, start out skeptical of the candidate and of some your own assumptions; you may find that you’ll be able to provide minor skills training to make a good match a great employee for the job.
If you’re expanding a team, evaluate what makes the good team members so good, as you may want candidates with similar qualities. During interviews, ask questions that give you an idea how the candidate would handle the duties and pain points of the position. Know what your company’s core values are, and pay attention to the values and personality that come across in your conversations. The person you hire should not only be able to get the job done, but also get along with everyone involved to reach your common goals.
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Take a Look at Your System Settings |
If you’ve been using Insightly, then you’ve probably already found the right people to be your administrators. Admins have the ability to customize Insightly for all of your users through the System Settings page, where they can do everything from creating new custom fields to disabling features your company doesn’t use. For example, if you don’t fine the Social Profiles or Leads features useful for your business, you can turn them off so they’re not in the way of your visual workflow. The System Settings page includes many functions and features that give you control over workflows, fields, and users. There are too many to list in a short tip, so check out your settings page and search Insightly Support for settings you’d like to learn more about. |
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Shop Around for the Right Deal |
| When you make a decision to buy a big-ticket item or a long-term service, there are many wise steps to take toward making the right purchase at the right price. So set your budget, decide which features you really need, and then get down to the comparison shopping. The internet provides you with an abundance of tools to shop around, whether it’s Yelp reviews of shops where you could make a purchase or Amazon reviews of different brands of a product. The Better Business Bureau—or your local version of it—is a good way to check on a company’s reputation. Talk to your family and friends about their experiences and opinions. Pay attention to the pros and cons you hear and read about, since another person’s priorities will not be the same as your own. Be smart about the whole process, too. You don’t want to invest too much time on research if it’s only going to save you a few dollars, but it can be worth it to prevent buyer’s remorse in the long run. |
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 for over ten years and writing for quite a bit longer.
