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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Follow Up on Prospects with a Call |
Getting your leads and prospects into your sales funnel is only the first step in a process that will have many stages. This is especially true since 80% of non-routine sales occur only after at least five follow-ups. It’s easy to fall into email as your only means of communication, but picking up the phone is a much more powerful method of starting a dialog with your potential customers. Additional follow-up phone calls and emails will help you understand the needs or resistance of the contact, build rapport, and ultimately determine if this is a sale you can close or if you need to move on. So keep at it, and don’t give up after only a couple of attempts. Image courtesy of stockimages at FreeDigitalPhotos.net. |
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Find the Right Insightly Features to Move Your Sales |
| Adding a sales prospect to Insightly CRM as a lead or an opportunity is how everyone captures contact information, but there are many ways to keep track of your follow-ups. Some of our customers create a few tasks with email reminders at a specific date and time to prompt them to make a call or send an email. Emails to contacts and leads can also be scheduled from Insightly for a later date. Others set up an activity set that will create a group of tasks at set intervals—a call today, an email tomorrow, another call in three days—as many tasks as you’d like or need. Activity sets can be applied directly to a new lead or contact or can be used in conjunction with pipelines, which will create the set’s tasks only when you reach a step in a series of sequential stages. Depending on your sales process, your organizational style, and your problem-solving creativity, you’ll find Insightly has the features and flexibility to help you keep the sales closing. |
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Reach Out to an Old Friend |
| My grandmother had skills for visiting friends and family: calling, planning, scheduling, preparing food, arranging for someone to drive her. (Now that I think about it, she would have made a great salesperson.) The connections to others in her life were incredibly important to her, and while we seem more connected to friends and family than ever, we often see each other only in the words that we type in email, in text messages, and on Facebook or Twitter. A good old-fashioned phone call seems harder to do because we often feel pressed for time, but making the time for a call or a visit is vitally important to our well-being and to the well-being of those we care about. And with services like Skype, we can even have face-to-face conversations on just about any device that’s connected to the Internet. So, if you’re thinking of that old friend whom you haven’t talked to in a while, or feel like you could use a visit with a relative, there’s no time like the present to pick up the phone and say hello. |
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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.
