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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Build a (Better) Website |
| In today’s world, an internet presence is vital to any business, but about half of all small businesses still don’t have a website. While it’s always smart to start off with a good LinkedIn or Facebook page, a website can be a huge generator of new leads. Start with a simple and effective site that includes your address, phone number, or email address throughout. Keeping things simple, with a description of your products or services without flashy video or audio, will help your customers navigate the site and find the information they’re looking for.
There are a number of options to build your own site—like WordPress, SquareSpace, and Weebly—and you’ll need to define your needs to find the right tool for the job. For example, your requirements will get more complicated if customers will be ordering products directly from your site. As your marketing budget increases, you might want to hire a web designer, a copywriter, and maybe an SEO (search engine optimization) expert to help customers find you in web searches. Just like any other part of your business, your website will change over time, so keep it in mind and keep it updated as your business grows. |
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Manage Contractors and Vendors in Insightly |
| CRM doesn’t stand for contractor relationship management, but you can use Insightly to keep track of any contact who’s connected to your business. By adding contractors and other contributors as contacts in your CRM, and then using project records to manage the work that’s being done, you can link the two records together to keep track of who’s doing what. Have a vendor that’s supplying the decorations for your event planning service? Add them as a contact, create a project for an event, and link them together.
When you create the link, you can define the role of the person you’re linking to. And as you coordinate your efforts, you can add notes to the project, create reminder tasks for yourself, and save emails to Insightly by forwarding them to the project’s mailbox address or using the Insightly Sidebar. With so many options, you’re sure to come up with a way to track your workflow and stay on top of your jobs. |
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Spruce Up Your Space with a Redesign |
| Just like an online space gives customers a feel for a business, your real-world space has an impact on how you feel every day. Redesigning your space can run from inexpensive tweaks to a big-budget remodel. On a small budget, it’s easy enough to add a little style by starting with small steps, like adding a few throw pillows and some new paint. And if you have a special interest or hobby, you can probably repurpose materials that have a connected story behind them to decorate your place, such as tools or wine crates. If you’re ready to invest in a big upgrade, go online to come up with ideas and research local architects and interior designers to help you plan things out. You’ll want to have your ideas laid out before you find and hire a contractor, which will also take preparation before, during, and after the project. |
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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.
