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!
 |
Provide Self-Service Options to Customers |
| A survey by Forrester Research found that the percentage of online customers using self-service channels rose from 67% in 2012 to 76% in 2014. This number has increased above the 73% who reported contacting a company by phone when they needed help. It’s clear that there will always be customers who would like to figure things out on their own, so providing some form of documentation is a great way to serve them and save you time.
Think about the most common questions you get asked about your products or services and create a list of answers to include on your website, in your packaging, or in brochures. There will be customers who prefer to give you a ring and speak to a person, but providing clear, well-written resources that answer common questions for the “do-it-yourselfers” will reduce your incoming calls and emails. With more of your time free, you’ll be able to respond more quickly to phone calls and emails or take care of other priorities altogether. It’s better for your customers and better for your business. |
 |
Use Our Support and Community Pages to Learn about Insightly |
Our own product documentation hub, Insightly Support, is the place to go when you’re looking for answers about Insightly’s features and functionality. With searchable articles and video tutorials, you can find information on everything from importing records to installing the Insightly Sidebar for Gmail. But there’s more to our support site than the articles we provide, there is also the Community where customers share their own tips and best practices for using Insightly based on their own experiences. The flexibility of Insightly is apparent in the many ways customers are using our CRM, so take a look and contribute your own ideas and suggestions. Sharing information with our customers is better for everyone.
|
 |
Read the Directions |
| It doesn’t matter if you’re a do-it-yourself type or not, every time you use a new product, it probably includes instructions that you really should read. Some of us prefer to wing it, and others don’t like the idea of reading through all the warnings and legalese before getting to the sections that matter, but there can be guidance in those words that can save you time, money, and lots of frustration.
If there are no instructions included and something doesn’t make sense to you, you can check the company’s website or do an internet search using product-specific terms like make and model. You’ll often find other customers who have faced the same hurdles or confusion and share their knowledge for the benefit of others—but beware answers that include phrases like “you can try…” or “I think you can do it this way,” since these might be no better than your own guesses. For electronics, like a smartphone or a laptop, you’ll often find manuals and tips articles online. Learning the ins and outs of these devices is guaranteed to make them easier to use and uncover features you might have missed, otherwise. So, whether you’re making a quilt or using a new electronic device, read the directions and make your life easier. |
Check out Insightly’s features and plans on our pricing page
or sign up for a free trial of the best CRM around.
Send Us Your Tips
Would you like to share your tips with 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.
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 Mister GC at FreeDigitalPhotos.net.
