February 23, 2016 by user

Tech Terms 101

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!

	Technology Terms 101
	The business world is awash with technology terms and acronyms. For those of us who work in high tech, it’s practically a requirement that we stay up to date on the latest jargon. But what about the rest of the small business world? You want the technology tools you need to get the job done without having to look up new terms left and right. Here’s a short list of contemporary tech terms (per Webopedia) to keep on hand: Customer Relationship Management Software CRM software helps businesses meet overall customer relationship management goals. CRM software provides a business with actionable customer insights. Virtual Merchant A merchant that uses a website as a platform for selling goods and services. Virtual merchants engage in e-commerce, accepting electronic payments from customers online. Cloud Hosting Hosting services that are provided to customers via multiple connected servers that comprise a cloud, as opposed to being provided by a single server or virtual server. Email Marketing A type of direct digital marketing that uses electronic mail (also called email or e-mail) as the marketing communication delivery method. Managed Service provider A Managed Service Provider (MSP), also called a Management Service Provider, is a company that manages information technology services for other companies via the Web. An MSP client may use internal operations or an ASP to run its business functions.
	Linking Files to Insightly Records
	If you’re using Google Drive, Dropbox, Box, or OneDrive, you can keep your files where they are and link them to your Insightly records. You can also upload files directly to Insightly. Insightly supports both drag-and-drop file uploads and multi-file uploads. Which you can use will depend on your browser. (As of this writing, Internet Explorer does not support the drag-and-drop option.) For example, to use the drag-and-drop file option do the following: Open the record and click the Files subtab. You will be asked if you wish to upload the files. Your browser will upload the files to Insightly.
	A Healthy (Helpful) Herd Mentality
	Have you ever heard of the term “horse sense?” The loose dictionary definition describes it as making good judgements based on common sense. What if you could carry your natural horse sense to a new (and quite literal) level to become a more effective leader? It turns out you can with the help of actual horses. Programs such as those offered by The Academy for Coaching With Horses offer unique leadership programs that help people become more self-aware about their leadership style by becoming mindful of their body language and the effect that it has horses. Described in the program as “wise mentors,” horses are prey animals and their natural flight instinct helps that accurately mirror their human partners by responding to emotions and intentions that are conveyed through a human’s body language. 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: Marta Bright is Insightly’s Content Manager. She’s been writing about the “business of technology” in the Silicon Valley for more than a decade.