Win Over Your Customers With a Soft Sell Approach

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!

tips on tuesday logo 198x194

 

tip-for-biz 60x58

Feng Shui for Your Desktop

Feng shui (pronounced “fung shway”) is the ancient Chinese practice of arranging physical objects to attract positive energy. It’s based on the idea that everything in a person’s surrounding environment affects his or her inner life.

Feng-Shui

  1. Wealth and Prosperity
    The back left corner of the desk represents prosperity. Target this space to attract money and abundance. Plants are a great option, but if lack the green thumb touch, try placing a valuable item such as a jar of change in this corner.
  2. Family
    A family photo, according to feng shui principles, fits well on the left center of the desk. A wood frame enhances the energy of this particular space.
  3. Health
    Sitting idle at a desk does little to improve fitness; however, there are a few ways to promote health even while working. Keep the center area of the desktop free of clutter to attract good energy to the area.

 

tip-for-insightly 60x58

Deleting Emails and Email Templates

If you’re doing a little data maintenance in your Insightly account or need to remove records to downgrade your subscription, you can delete emails and email templates by using the bulk editing options on the Emails tab.

 

Click the Emails tab in the left navigation bar.

Screen-1-Remove-Records

Select a subtab from the Emails page. (If you’re upgrading from a free trial to an “ineligible” plan, you’ll select the Email Templates tab.)

Screen-2-Remove-Records

Tick the boxes next to the items you’d like to delete, or tick the Select All box above the list to select all the items on the page.

Screen-3-Remove-Records

If you have more than 50 records, you’ll see a message asking if you’d like to delete all the records. Click the link in the message if you’d like to select them all.

Screen-4-Remove-Records

Click the trash can icon that appears above the list and then click OK on the confirmation message to delete the selected items.

Screen-5-Remove-Records

 

Insightly Tips are provided by our resident product expert, Tony Roma.

 

 

tip-for-life 61x58

5 Tips for Success in Sales

Coaxing your prospect is no longer an acceptable sales practice for the 21st century. It’s a fact of modern day customer care–they may want to buy, but they definiteley don’t want to be sold.

Soft-Selling

 

Here are 5 tips to help you stay connected to your customers in an authentic way:

  1. Have genuine conversations with your prospects about their needs and concerns. Selling is about identifying and satisfying the needs of your prospect.
  2. Be authentic. Develop sales conversations that are a natural fit for you.
  3. Know and understand the buying cycles driven by your consumer.
  4. Develop sales methods that attract (pull) rather than seduce (push) your consumer.
  5. Align your sales efforts with market segments that are growing.

Check out Insightly’s features and plans on our pricing page or sign up for a free trial of the best CRM around.Free-trial-button

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.