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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Keep a Personal Connection with Customers |
| When Office 365 and Insightly customer Optimize Social Media recently spoke with Microsoft, their Senior Marketing Account Executive, Jordan Goggin, highlighted the practice of engaging with their customers based on information like clients’ favorite sports teams. It’s a common method to categorize your customers by their purchase decisions or the services you’ve provided based on your industry: financial advisors have a investment categories, tire shops have preferred performance ratings, everyone has budgets. Adding a personal note to your records as you get to know a customer will ensure that you can follow up with them on a special day or after their team’s big win, making the customer relationship more memorable the next time they or a friend are in need of your services.
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Use Tags to Track Contacts’ Preferences |
| As your customer base grows, it can be harder to maintain that fun and personal level of connection, so keeping good track of personal preferences is important. Insightly’s tagging feature is a quick way to add a tag to your contacts or leads in order to group them and filter a list when you want to narrow things down. Do you service a specific market and find many of your customers have a favorite local sports team? Maybe “Ohio State Fans” is a tag you’d like to add. After a big bowl win, you can then bring up the list to send out a celebratory email. Do you sell baked goods by mail? Tagging your customers with dietary restrictions will help you focus marketing emails for new gluten-free or dairy-free products. Because tags can be created on the fly, they’re only limited by your needs and your creativity. |
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Group Your Kitchen Items for Easy Access |
| You don’t need a fancy kitchen with lots of doodads to reorganize your tools and supplies and make meal preparation more efficient. Although there can be many more steps to a kitchen organization project, grouping similar items and placing them in locations that make sense will make your day-to-day cooking faster, with no fumbling around to find the canned tuna or the vegetable peeler when you need them. Thinking about what you use and how you use it will help you come up with a sensible plan. Things you use more often should be up front and center, while the occasional culinary gadget can be at the back of the cabinet. Maybe you’ll place all your plates and cups in one area below the counter, but keep your coffee mugs right at hand because your morning routine demands it. Setting aside some time for this kind of project may seem overwhelming, but the time you’ll save every time you’re ready to cook will make the investment pay off. |
Keep track of your customer details and group them accordingly in Insightly CRM. 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.
Image courtesy of nonicknamephoto at FreeDigitalPhotos.net.
