Your Brand Deserves a Great Story

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Your brand is more than simply what you sell, your logo, your employees, or even your customers. Your brand is your story.

Every marketing book will tell you—the basics of marketing your brand is in crafting a compelling story. Marketing tells customers, competitors and the community what you do, why you’re important and the difference your goods or services make. The narrative of who you are becomes your brand, your biography and your story.

What to do then, when your brand’s simply…well…not that interesting? Manufacturing widgets might not be fascinating to everyone, but explaining the role of your cog in the machine, and why there is a need for your business in the first place…THAT is what makes for intriguing tales. Every company has a mission and a purpose. If you aren’t sure how to articulate yours, ask your customers how you have touched their lives. What is unique about your company?

Connect with Customers

Your customer’s experience is interesting. We’re all moved by human experience and emotion. Everything necessary to our daily lives—from running shoes, to pet food, to medical devices, to tax consulting services—all of it touches a need, or fills a niche. The way customers find you and connect with you is key in developing and shaping your brand story.

Collect customer experiences. Use your CRM to track interactions with your customers and make sure you’re constantly rising to meet their changing needs. Know what drives your customer, and what draws your customer to you. As you develop your company’s personality, draw on the customer experience that has shaped your brand. Experience will be fodder for great page-turners.

Keeping tabs on your customers, and connecting with them in many different ways is important. Be sure you’re reaching customers on social media, a key platform for developing your brand personality. Social media allows your customers to really get to know your brand in a more personal way. Developing a persona on social media, your website and consistently throughout communications will help customers recognize and connect with you and feel like they truly “know” who you are.

Go for Deeper Ideals

Think about the biggest companies—Apple, Dodge, Nike, McDonalds, Coke, Harley Davidson—chances are you can identify distinct personality traits of those companies whether it’s sporty, cutting edge, minimalist, friendly, or rebellious. Brands become unique and memorable because of their distinctive personality traits, and it’s how successful brands keep customers.

These traits might be reflective of their ideal customer, of their company founders, or they may simply be identities they’ve carved out for themselves through promotion and by consistently portraying themselves a certain way in their brand story.

While your customers can tell your story, and be part of it, your story isn’t simply customer experience. Customers connect with brands because they feel they represent something important, stand for an ideal or philosophy, or they fit with their own values, humor or quirks. As you develop your brand, reach for the heart of who you are as a company, and then consistently portray the same identity throughout your company culture with employees and, of course, with customers.

Tell Your Story Differently

You probably have an “About Us” tab on your webpage, where you post your story in case a customer really wants to get to know you…but your brand’s story should be so much more than just a tab on your website.

Even the best storytellers and professional authors understand the need to tell their stories across multiple platforms and manage the creative process. Use different types of media—traditional advertising, and non-traditional methods to get your story across. Put customer videos on your website. Share personal stories on your blog. Have your CEO make a “how to” tutorial and post it to social media. See who has hashtagged their photos and tweets with your brand’s name, like it and comment back. Find photos of customers using your products or services to portray the effect it has had on their business, their experience or their lives.

Using interactive and visual storytelling methods can be simple and powerful. A single image can make us laugh, cry, and tell an entire story from start to finish. Always use emotion in your stories—humor, seriousness, trust, and mystery—evoking feelings is more about making a connection than about the feeling itself. Whatever you aim for, the goal is simply to make your audience feel a spark and desire to learn a little more, ask a question, share some information and engage with you.

Listen

One of the most powerful lessons in audience engagement is to know your audience and listen. Actors, public speakers, and comedians learn early on they must know their audience in order to create a simpatico. Often when you hear a professional speak, you feel they’re connecting with you directly and personally—that’s the art of audience engagement.

When customers tell their story or ask a question, respond, inquire further and make sure you’ve met their needs. Let them know they’re unique and important to you. Chances are, for every question asked, there are about ten others waiting for the same answer, or trying to address the same conundrum. Share customer inquiries, and make dialogue an important part of your marketing. Keeping lines of communication open and responsive will help each customer feel their important role in what you’re working to create.

Customer interaction can make or break your brand, and if your customers aren’t responding to what you’re putting out there, it might be time to change up your story, or tell it in a different way. Ask your audience what they want to know and when you receive positive feedback, build on it, and work from there. You will craft a compelling brand story and it might even become a best seller!

 

 

At Insightly, we offer a CRM used by small and mid-sized businesses from a huge variety of verticals. Learn about Insightly’s features and plans on our pricing page or sign up for a free trial.

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5 Tips for Staying Active on Social Media

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Over the past decade social media has changed the face of communication. Everyone from your mailman to your grandma has a Facebook account, and probably an Instagram, Pinterest and Twitter account. Social media’s no longer relegated to younger users or certain circles–everyone’s hashtagging, tweeting, liking and sharing.

There can be a tendency as a small business to feel the need to jump on ALL of the social media platforms and start creating accounts; to get your slice of the engagement pie. While it’s smart to connect with your customers on social media, biting off more than you can chew is counter-productive.

Active, consistent engagement is key, along with relevant fresh content. It’s much better to plan and use smart strategies to keep your social media updates on schedule and ensure your customers are not getting radio silence when they try to tune into your message.

  1. Decide which Platform (or Platforms) Fit Your Needs

There are a dizzying array of social media platforms, and each comes with it’s own audience, set of rules and social media etiquette. Familiarizing yourself with each can help you judge which platform is best for your company.

For professional content, LinkedIn is the way to connect with other members of your industry. Rather than sharing vacation photos and pop culture snippets, you can read professional articles, chat and network with others in your industry and receive endorsements. LinkedIn is B2B and professionally focused, so while you may network with your fellow cohorts you probably won’t connect as widely with your customers. The great thing about LinkedIn is once you’ve created your company profile, you can choose to update regularly, or largely “set it and forget it.”

To engage with your customers, Facebook offers (mostly) seamless ad integration, and analytics making it easy to see how your audience is being reached. It’s estimated 61% of Millennials use Facebook as their primary source of political news. With the ability to easily share posts, sheer numbers of potential audience members, and user-friendliness, Facebook sets the standard for most small business social media. The best thing about Facebook is, while unique content is great, you can simply share relevant articles, videos and photos to keep your audience regularly interacting with you (and stay in their news feeds).

Similar to Facebook, Google Plus has grown in relevance over the past few years, and offers great features including Google Hangouts (video conferencing and chats with document sharing). The ability to interact and connect with your customers, along with the integration with the rest of your Google applications including Gmail, Google Calendar, Drive, makes sharing and meeting a breeze.

Twitter offers less visual, more targeted content. Tweets are kept to 140 characters of small sound bites—witty, smart and concise content. Expect to see a lot of @’s and #’s, and if you’re not entertaining or engaging, you won’t get shared.

Instagram is visual, and mobile-based—photos and short video snippets only. This platform works for artsy and visual trendsetting companies like clothing and food retailers, restaurants and creative media companies. You can easily update and share content with your mobile device. With Instagram, the more likes and comments you respond to, the more likes and comments you’ll receive, generally speaking.

Also on the visual side of the spectrum is PInterest. Users “pin” content from the web they like and want to refer back to. Paid advertisements can stick out, but some businesses have found success with infographics—the hot way of packaging information to be pinned and shared.

There are other social media platforms (and it seems a new one opens up each day), but those are the top billers. So the question is—do you need them all, and if so, how do you keep up with them?

  1. Post Regular Updates

There are several apps available to give you the ability to manage all of your content in one place. HootSuite and Buffer are just two of the many programs you can use to schedule and manage cross-platform posts.

If you have a blog or weekly newsletter, chances are you have content you can repurpose. Programs like MailChimp offer social sharing and the ability to post your email updates and newsletters right to your social media platforms. You can share on Facebook, link to it on Twitter, and instantly post on other social media sites.

There are some guidelines as to the number of posts per day you need to keep your audience engaged. Generally speaking, Twitter is 3+ times per day, Facebook is 2, LinkedIn is 1, Instagram 1-2, and Google Plus is 2-3. Pinterest engagement hits the sweet spot at around five posts per day, and if you have a blog, you’ll want to post at least twice a week.

  1. Keep it Relevant and Interesting

Relevance is key to any social media engagement. Visual content, humorous, interesting or shareable will keep your audience interacting with you. The more your audience interacts (likes, comments and shares), the more the algorithm to get you in their news feed will pick you up.

So how do you create “viral content”? There’s no hard and fast rule, and anyone who tells you differently is probably trying to sell you something. Aim for content that speaks to your audience. Tell them something interesting about your product. Showcase something your product does with a video clip. Share some facts about your industry. Share relevant articles to your industry and talk to your audience—respond to comments and answer questions.

That said if there’s a relevant topic trending, it’s totally okay and encouraged for you to weigh in on it (avoid politics, unless it’s your industry). Is the dress blue or brown? Did you do the ice bucket challenge? Some pieces of content can just be silly, but making content relate to current events can be a great way to get you in on your audiences conversations.

  1. Only Use What You Can Handle

There’s a tendency for companies to spread their social media umbrella too wide. Unfortunately, if you can’t keep up with your regular posts, you will lose followers and become less relevant. People may even start to wonder what’s going on with your company. It’s far better to post once a week, regularly then it is to post daily for a week and then disappear for six months (or until you hire a new social media savvy intern).

Take some baby steps to select your platforms. First try Facebook, and a blog. When it’s going well, repurpose content and cross-post to Google Plus and LinkedIn. Once your audience has built up there for a few months, add Twitter, Instagram or Pinterest to the mix. Insightly offers social media CRM integration, which means you can see, and connect with your customers on their social media platforms!

Consider your industry as well. If you have a staff of up-and-coming comedians or photographers, post away. However, if you’re a small business trying to do it all, it’s okay to skip the platforms that don’t fit with your company, or represent your demographic. Furnace repair might not make compelling photos for Instagram (it COULD, but probably won’t). Alternatively, if you’re an artist or own an architecture firm, you’d get further with visual posts than with Twitter.

  1. Keep It Fun

If social media feels like drudgery, then you’re doing it wrong. Posts should be light, fun and entertaining. If you deal with heavy topics in your line of work, keep things uplifting, educational or interesting. Compelling human-interest stories, showing the impact of your work can really make audiences think about you in a new way.

It’s important to follow analytics and ensure you’re reaching your audience, but don’t live and die by your numbers. Social media is about much faster interactions than your website, or even your blog. You can start to A/B test posts and tailor them to your audience, but your staff (and intern) will probably become overwhelmed. It’s far better to aim for fun, consistent content rather than trying to be perfect.

Get engaged and involved. Post as often as you can manage, keep things visual, keep them entertaining, and get awesome content to your waiting audience!

 

At Insightly, we offer a CRM used by small and mid-sized businesses from a huge variety of verticals. Learn about Insightly’s features and plans on our pricing page or sign up for a free trial.

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Going Off the Grid

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 using Insightly CRM, a tip on running your business, and a tip on improving your life. Enjoy this week’s tips!

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Changing a Responsible User for Multiple Leads, Opportunities, or Projects

If you need to re-assign a lead, opportunity, or project to another Insightly user, you can do this with the Change Responsible User selection in the bulk editing options.

From the Leads, Opportunities, or Projects page, select your group of records using the Filter list, which includes a custom filter option. Once you’ve filtered the proper group of records:

  1. Click the checkbox in the header row above the records. This will select all visible records.
  2. Click the More button and select Change Responsible User to perform the maintenance on all the selected records.

     

    Responsible-User

     

  3. A dropdown will then appear with a list of your Insightly users to select from. Choose the new responsible user and all selected items will be transferred.

 

This week’s tip was provided by Tony Roma. Tony is an Insightly product expert who has been helping businesses implement software solutions for over ten years.

 

 

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Social Media Scrub

Working social media channels can be a huge plus for growing your business and your brand identity. It can also be very helpful as a means to continue connecting with your customers in a way previous generations of entrepreneurs were never able to.

But what about your own, personal footprint on social media? For that matter, what about the presence of a friend or family member who may have passed away? For a variety of reasons, you might want to “go off the grid” and extract your presence from the social media world. The big question is… can you make it happen?
Ghost

 

After conducting a bit of research, you’ll find that the answers and options vary when it comes to completely eliminating your social/digital footprint. For example, Facebook will automatically reactivate your account (even after you deactivate it) if you sign into your account at a later date. According to an article on Gizmodo, other networking sites such as LinkedIn and Twitter make it fairly easy to “disappear.” If you want some assistance,  sites such as knowem, accountkiller, and godelete.com will step you through the process.

 

 

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A Small Time Investment Can Yield Big Savings

Negotiating can strike fear into the hearts of many. But it can be easier than you think if you invest a little bit of time to do your homework and go to the negotiating table prepared. For example, did you know you can negotiate interest rate terms on a credit card?  CreditCards.com research released in September 2014 shows that while relatively few ask, two out of three cardholders who ask for a lower rate get it
Here are a few more tips to get you ready to tip the scales in your favorTransfer debt: A balance transfer will save you money on interest. A balance transfer is when you move debt from one credit card with high interest to another one that’s offering a low-interest special for new customers. Some deals offer 12 months (or longer) with 0 percent APR. To make the most of a balance transfer, make sure you can pay off your entire balance during the intro period before interest kicks in.

Be strategic: You and your team should have already explored all of the possible outcomes and how each aligns with your overall strategic plan. Knowing ahead of time what’s genuinely essential and what’s not provides clarity and focus. It also helps you determine where to adopt a “line in the sand” response and where flexibility is indicated.

Business-Negotiation

Renegotiate every contact on a yearly basis: Every contract eventually comes to an end. This can work in your favor, since suppliers understand that you’re not likely to renew a contract if their demands are too burdensome for your business.

Look for opportunities to negotiate volume discounts: You should have a pretty clear idea of how much is regularly spent with current vendors, and what competing vendors might charge for the same types of products or services. Armed with this information, it’s a good idea to look at aggregating purchases to achieve savings in volume.

Send Us Your Tips

Would you like to share your tips with other 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.

And if you haven’t tried the best CRM around, check out Insightly’s features and plans on our pricing page or sign up for a free trial right now.

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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.

A Marketing Consultant’s Guide for CRM Success (Part 1)

Keyboard

 

If you’re a marketing consultant like me, you have probably helped countless clients implement (or at least optimize) their CRM systems. In fact, you’re likely a strong advocate for the value of a well-structured CRM.

But have you ever stopped to consider if a CRM can improve your own business?

If your clients are realizing value, then it stands to reason that you could, too. In this series, I’ll share my tips for doing exactly that.

Visualize a Successful Outcome

Let’s start by examining the reasons why you haven’t already implemented a CRM system. Perhaps you’re too busy with client work. Perhaps you’re simply uncertain if the long-term value will outweigh the short-term investment of your time. Understandably, marketers tend to gravitate toward activities that generate the greatest impact for the fewest inputs. Therefore, if you are considering the adoption of a CRM, you’ll want to get buy-in (from yourself) before proceeding.

Before doing any setup or technical work, visualize some successful outcomes. In my experience, a CRM can be especially helpful for consultants who wish to:

  • Track word-of-mouth referral relationships
  • Streamline the production and profitability of services
  • Store and organize new service ideas, which would otherwise be forgotten
  • Hold themselves accountable to quarterly or annual revenue projections
  • Identify upsell, cross-sell, and affiliate commission opportunities with existing clients
  • Build scalability for long-term growth

So, how can you structure your CRM to achieve these goals? Let’s start by identifying your pipelines and stages.

Identify Your Pipelines & Stages

Stop and think about the process you follow to win new business. Pull out a notebook and storyboard the flow from start to finish.

Whether you realize it or not, some of your business opportunities could likely be grouped together based on your prospecting approach. For example, I track the following pipelines:

  • Hourly Engagements
  • Fixed-Price Projects
  • Commission (Affiliate)
  • Other

Insightly makes it easy for me to build logical pipelines for my business. Although similar, I differentiate between “hourly” and “fixed-price” pipelines, because the stages are slightly different. If a new prospect requests a marketing plan, for example, this type of service is often provided on a fixed-price basis. It therefore makes sense to collect a deposit before officially marking the opportunity as won. By building deposit collection into my pipeline for fixed-price jobs, I reduce the likelihood of oversight.

Categorize Your Opportunities

In addition to pipelines, it also makes sense to categorize your opportunities. If you serve a wide variety of clients, you might use this field to indicate industry or niche. However, in my own business, I find it beneficial to specify the type of service. This may include:

  • Consulting (Ongoing)
  • Marketing Plan
  • Blog Article
  • Passive Income
  • Other Services

Configuration is simple with Insightly. With a few clicks, you can create categories that meet your needs. The software is also quite flexible, allowing you to edit existing categories or add new ones in the future.

Building a Solid Foundation for Future Growth

With a tailored pipeline and categorization structure in place, you’re now on track to a CRM that adds value to your business. However, this can only be true if you commit to using the system. Before you move on to your next idea, set a weekly calendar reminder to start using your CRM. Get into the habit of making time each week for grooming your pipeline.

Also, stay tuned for the next post, in which I’ll offer marketers more tips for CRM success. I plan to share a few suggestions for optimizing contact and opportunity records to close more deals.

At Insightly, we offer a CRM used by small and mid-sized businesses from a huge variety of verticals. Learn about all of Insightly’s features and plans on our pricing page or sign up for a free trial.

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Matt Keener

 

Matt Keener is a marketing consultant and President of Keener Marketing Solutions, LLC. Matt specializes in content marketing and strategic planning, having helped numerous Saas (software as a service) companies and other small businesses worldwide. Read more of Matt’s work, check out his book, or connect with him on Linkedin.

We’re Halfway Through 2016! Why Aren’t You Using CRM?

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Customer relationship management (CRM) has been growing steadily for years, and by next year, the industry is expected to hit $36.5 billion worldwide. If your business isn’t using it to build stronger customer relationships, you could be missing out. More than 80% of customers will research your business online before they make a purchase from you. CRM can help you convert those prospects into buyers, and those buyers into loyal customers.

Keep Your Company Organized

CRM provides a central point of information for everyone in your organization. Beyond customer contact information, CRM can integrate with a number of tools you’re already using, including: Google Apps, Dropbox, OneDrive, QuickBooks, MailChimp, Hubstaff, Zapier, Proposable, Wishpond, and more. Data from these applications is imported to save time and hassle of logging in and out of multiple accounts, and keeps data available at a glance.

Align Sales and Marketing Teams

With CRM, your marketing team can easily see where leads are coming from, so they know where to invest more time and money. Your sales team can see how many hot leads are in the system, and keep marketing updated on which leads are converting, and which ones aren’t. When the teams work together, operations becomes more efficient because everyone’s working from the same playbook.

If Susie in marketing has a lead for Robert in sales, Susie can make notes in the CRM, making it easier for Robert to follow up with the lead. Robert can also leave notes for Susie to provide information for use in additional marketing campaigns.

Personalize Your Marketing

Integrating CRM with your email marketing campaigns allows you to personalize your efforts. Not only can use you use the customer’s name in your emails, you can look at their past sales history and develop a special offer, unique to the customer or a segment of customers.

Using a contact’s name in your email subject line produces an average of 17% higher click-through rates. The majority of consumers (81%) say they’re likely to shop with companies that send emails tailored to them based on past purchases.

Struggling with getting all the data you need to personalize your campaigns? 67% of American adults say they’d provide basic information in exchange for better products and services. 35% of them are willing to provide demographic information, and 34% are willing to share contact information to get more personalized products and services, so all you have to do is ask. Beware, though, as the survey also showed only 16% of customers are willing to trade online privacy for a better customer experience.

Gain Insight for Research and Development

Over time, your CRM will collect customer interaction data that will allow you to see who your most loyal customers are and what they’re buying. When integrated with analytics and email marketing, you’ll also get insights about what could be making customers leave your website, causing them to delete your emails, or read them without clicking through to your website. Though it can be difficult to decipher all this information at first, reporting features simplify the process, so you can look at the patterns and see where to make adjustments.

Are all your customers clamoring for a similar feature? It may be time to add it to your product. Are they all gravitating toward a certain part of your product line? It may be time to cut your losses on low performing options and focus efforts into what’s already selling well.

Boost Profits

CRM boosts profits by reducing your sales and marketing expenses, saving you time on data entry and project management, and increasing conversion rates with tailored campaigns. Studies show that for every dollar you spend on CRM, you can expect an average of $8.71 in return. When you opt to use a CRM with mobile and social features, your sales reps may see an increase in productivity up to 26.4%.

Insightly is an excellent CRM no matter the size of your business. A TechValidate survey of users showed 67% of customers paid back their investment in our CRM within one to three months. Our features enable you to take control of your business to keep you organized and on track so you can spend more of your time focused on connecting with your customers.

 

At Insightly, we offer a CRM used by small and mid-sized businesses from a huge variety of verticals. Learn about all of Insightly’s features and plans on our pricing page or sign up for a free trial.

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7 Tips for Keeping Your Sales Force Uber-Productive

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Image courtesy of Shutterstock.com

 

 

You don’t need to turn into everyone’s least favorite boss to crank up the productivity of your salesforce. Even if you’ve already got an excellent sales team, you can do a few things to make them more productive.

  1. Talk to your Sales Force

Before you start making any changes, ask your team about it. Find out what works best for them. Ask them to be honest about what slows them down or complicates their work flow. Consider surveying your team at regular intervals. This lets you continually evaluate and adjust as necessary.

To keep the lines of communication open, adopt an open-door policy. Be sure to clearly define the policy to your team. Be specific about exactly what kinds of concerns they can come to you with. Also be clear that communication with you under this policy won’t negatively impact their jobs. An open-door policy can be a waste of time if you don’t stick to defined limitations. So give this one careful consideration. If you do choose to do so, be smart about how open your door really is.

  1. Hone Your Craft

It’s not just your sales force who must stay up-to-date. You also need to be on top of the best sales practices. Read industry blogs. Check out the best sales books. Take advantage of the wealth of information available from industry leaders. Don’t forget to keep managerial training in mind, as well. Your responsibility to your team is so much more than shoving new sales techniques at them. If your knowledge gets stale, your team’s will too.

  1. Avoid Project Snags

Keep track of every step in ongoing projects. Know who is responsible for each task. Watch deadlines to be sure things are completed on time. Using CRM with project management lets you automatically receive emails when a task is due. You can assign responsible parties to minimize overlap and encourage direct communications between teams. You can even track all email correspondence.

  1. Set Specific Goals

Your salesforce needs more than just a number to hit. Be specific and break down goals into pieces. It’s one of the best ways to meet individual goals and it will work for your team as well. Utilize tasks and deadlines in CRM to make the small goals crystal clear. Assign responsible parties to ensure that tasks are completed by the right person. Follow through on enforcing deadlines. Make sure your sales goals are realistic. Unreasonable expectations will eventually burn out your team.

  1. Measure Productivity

If you want your team to do more, you have to know how much they’re already doing. Collecting data on your employees doesn’t have to be creepy. In fact, it proves incredibly useful if you collect the right data. Looking to shave off wasted time, say in the restroom, is creepy. However, comparing the top reason for lost opportunities by individual is helpful. You can encourage a little friendly competition and add a layer of honesty to your data collection by making the results fair game for all your team to view.

  1. Nix Weekly Meetings

Do you really need your whole team to meet every week or teleconference every morning? Take a hard look at how many times you’re calling your people away from their work. You could be affecting their productivity as much as any other distraction. Really need that face time? Consider shorter, more specific meetings. Meet with individuals or small teams regarding very specific issues and goals. Go in with clear objectives, stay on topic, and avoid distractions.

  1. Reward Success, Critique Wisely

Being recognized for achievements is a powerful motivator. Likewise, helpful criticism can empower your team to work smarter. When celebrating a member of your team, make it personal and heartfelt. Be specific about what they’ve done well. Don’t draw comparisons. Whether you show your gratitude in a meeting or send a handwritten note, make it meaningful. When it comes to criticism, be kind and encouraging. Don’t criticize when you’re in a bad mood. Set aside time for critique and deliver it privately.

Managing your salesforce is hardly just about nagging and enforcing deadlines. It’s your mission to keep them engaged, excited, and wanting to work hard. Treat your team with respect, keep your approach to sales fresh, measure everything, and reward hard work and your sales force will deliver.

 

 

At Insightly, we offer a CRM used by small and mid-sized businesses from a huge variety of verticals. Learn about all of Insightly’s features and plans on our pricing page or sign up for a free trial.

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What $25 million in Funding Means for Our Customers

Insightly-LogoThere’s one business truth that holds up in every industry: without customers, companies fail. It doesn’t matter how big a company is, how established its reputation or trendy its market may be. Without customer loyalty and advocacy on your side, you’ll face an uphill battle for market share.

Insightly’s mission has centered on this truth from Day One. We started the company to empower companies of every size with enterprise CRM functionality, without the complexity and costs traditionally attached to any “enterprise” label. Since then, we’ve built integrations with the social channels, mobile apps and APIs that our customers love while continuing to handle the IT stuff they don’t love as much. Every business should have the tools to match its biggest dreams, and after helping more than 1 million users turn those dreams into realities, we’ve learned a couple of things about the process:

  • Every market changes, and you’ll always need to adapt.
  • Constantly take directions from your customers. (We never stopped believing this, but we’re finding it’s more valid than ever.)

We’re announcing news today that will be a critical part in our work to keep applying these core lessons and exceeding our customers’ expectations. It comes in two parts:

  • We’ve raised $25 million in a series C funding round led by the family office of Scott Bommer, investor and founder and CEO of SAB Capital Management, with participation from our previous investors, Cloud Apps Management, Emergence Capital Partners, and Sozo Ventures. This funding will help build new integrations and capabilities, so more businesses can increase sales and form solid, lasting customer relationships. Since we know this component is the key to success for all companies – small or large – it’s our top priority to help every Insightly user make it happen.
  • Mark Ripley has joined our team as vice president of sales. Mark brings more than 15 years of experience in sales, sales leadership, technology and software-as-a-service (SaaS). He’ll be growing our direct sales team, fueling new customer initiatives and continuing our ongoing effort to create the best CRM user experience in the industry.

2016 is already a big year for our company, but it’s far from over. We’re always listening to our market and adapting – which recently helped drive our custom advanced reporting, Insightly Sidebar and localization features, as well as our latest integrations with Xero Accounting, Panda Doc and Microsoft BI. Behind the scenes, we have big plans for the next few months, including developing features like lead assignment rules, role-based permissions, expense reporting and time sheets. You can also expect news at the end of the year concerning our new partner program. Through these new projects, however, our priorities remain the same: putting our customers first, listening to their feedback and helping them succeed.

Insightly offers a CRM used by small and mid-sized businesses from a huge variety of verticals. Learn about all of Insightly’s features and plans on our pricing page or sign up for a free trial.

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A-SmithBy Anthony Smith, Chief Executive Officer, Founder. Smith built the first version of Insightly in six months from home after identifying a market need for a CRM solution focused on small business. He has previous experience designing and building customer relationship management software for enterprise use.

 

 

Spinning Your Wheels

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 using Insightly CRM, a tip on running your business, and a tip on improving your life. Enjoy this week’s tips!

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Using QuickBooks Online With Insightly

  • View information from the accounting program in Insightly
  • Copy and link data between the two systems
  • Create new QuickBooks Customers from Insightly

The integration does not provide a sync between the two systems.

Insightly administrators with an Intuit login can set up the integration by following the directions at Connecting Insightly to QuickBooks Online. Once the integration is installed, the QuickBooks icon and subtab will appear on each of your main records.

 

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QuickBooks can be linked to organizations, contacts, opportunities, and projects.

 

Organizations and contacts
  1. Select a contact or organization in Insightly and click the QuickBooks icon.
  2. The system will automatically search through your QuickBooks Online records for a matching organization name for organizations, and contact name or email address for contacts.
  3. If Insightly doesn’t find a match in QuickBooks, type a name in the search box and click Search.
    If a matching customer is not found in QuickBooks, you can create one without leaving the Insightly page by clicking New Customer. This function doesn’t add Vendors, only Customers.

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  1. When a match is found, click the Add Link button to link the record and show the available information in Insightly.
  2. Insightly will display an overview from QuickBooks, including contact information and a financial summary. From the Actions menu in the subtab you can:
    • Unlink the current record to remove the accounting information from this Insightly record.
    • Copy basic information (addresses, phone/fax numbers, email addresses, and website addresses) from one system to the other.
    • View the linked QuickBooks item in a new tab.
  3. Below the overview, Insightly will list estimates, invoices, and payments. Select an option from the Show list to filter the displayed items.
  4. When a match is found, click the Add Link button to link the record and show the available information in Insightly.

 

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Learn more about using QBO with Insightly.

 

 

This week’s tip was provided by Tony Roma. Tony is an Insightly product expert who has been helping businesses implement software solutions for over ten years.

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Minds Helping Minds

We all need a bit of advice or a helping hand from time to time. Fortunately, there are some great resources available to the entrepreneur community. For little or no money at all, you can tap into the wisdom of those who have “been there and done that,” in a wide variety of industries (and geographies).

The USA

The U.S. Small Business Administration (SBA) is an independent agency of the federal government to aid, counsel, assist and protect the interests of small business concern. The agency delivers its services to people throughout the United States, Puerto Rico, the U. S. Virgin Islands and Guam.

The United Kingdom

SmallBusiness.co.uk provides resources, products and services for small business owners and start-ups. They offer free online advice in the form of news articles, guides, tips and features that can point you in the right direction to start and run your own small business.

 

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New Zealand

Business Mentors New Zealand Limited is a not-for-profit organization dedicated to supporting the success and growth of small businesses through the knowledge and experience of our their nearly 20000 volunteer mentors.

Australia

Australia’s SBMS Experienced Business Mentors are part of the Small Business Mentoring Service. SBMS is an incorporated not-for-profit association. The organization provides access to 130 Mentors, both male and female, who have the skill and experience to help small businesses.

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Wheel House

The long days of summer are just around the corner. If bike riding is one of your go-to choices for outdoor activities, but you’re schedule makes it hard to carve out the daytime hours to enjoy the scenery, IMAXShift promises an indoor cycling experience that, “Will transport your mind and transform your body.”

 

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Now there’s a promise! Tapping into the famous IMAX movie theater experience, the kick-off event is taking place on April 25th at the flagship cycling theater in Brooklyn, New York. Each ride costs $US 31.00, so it’s not for the fain of pocketbook. If this surround-sound experience really kicks off, who knows… it could become part of your routine.

Send Us Your Tips

Would you like to share your tips with other 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.

And if you haven’t tried the best CRM around, check out Insightly’s features and plans on our pricing page or sign up for a free trial right now.

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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.

Top Five Reasons to Use a CRM Instead of Excel Spreadsheets

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Imagine you’re organizing a 90th birthday party for your beloved grandmother. You want to ensure a turnout befitting of this big milestone, so you and your cousin Amanda volunteer to collect invitee names and addresses from family members.

As emails, phone calls, and snail mail (yes, snail mail) lists come in from your aunts, uncles, cousins, and second cousins once removed, you use an Excel spreadsheet to keep track of all the information you’re receiving.

Since Amanda is also collecting invitees, you send her your full list when it’s ready. Being a diligent cousin, Amanda not only adds her information to your spreadsheet, but she also makes changes to the misspelled names and incorrect addresses that she notices.

Then, the inevitable happens: the stragglers start calling.

Can you add Mildred from next door? Did you know Candace and Howard moved last week? Can you make sure Stanley Wittmere isn’t on the list? (After that disagreement with Uncle Joe at the holiday party, chaos would surely ensue.)

You update your original Excel list with these changes and send the file to Amanda. She calls you immediately.

“What’s changed?” she asks.

“Oh, I corrected an address, added some names, and removed someone,” you reply.

“But I’ve already made changes to the other version you sent. What am I supposed to do now?” You hear her exasperation.

Two takeaways emerge from this story:

  1. When one person owns a spreadsheet with knowledge that others need, a silo of information is created.
  2. Once that spreadsheet is shared and utilized by more than one person, a new problem arises: versioning control.

This family-sharing scenario is a drop in the bucket in comparison to running a business where multiple people are talking to and acting on behalf of a customer. Is everyone working with the most accurate information at all times? How are account changes communicated across groups? How does information go from a sales person to customer support and up to the CEO?

While Excel can be used to keep lists, crunch numbers, create graphics, and run pivot tables for data comparison—functions it performs quite well—this tool was never intended to handle customer relations.

Customer Relationship Management (CRM) systems, on the other hand, are a reflection of their name. These database systems are specifically designed to complement the various activities needed for customer interactions, engagement, sales, support, and success.

If the prospect of an accidental invite arriving in Stanley Wittmere’s mailbox hasn’t convinced you yet, here are the top five reasons to utilize a CRM over spreadsheets.

  • Central hub of information

Sharing information is critical to business operations. Silos of information cause loss—both in knowledge sharing and in bottom line profits—because they create gaps in your business that your customers feel.

Customers expect that speaking to one person in your company is the equivalent of speaking to everyone. Anyone who picks up the phone should know what they’ve purchased, what promises have been made, what communications have occurred, and what goals they want to achieve using your product or service.

The best way to achieve that expectation is to provide one place where accurate, up-to-date information is stored so that anyone in your organization can be empowered to handle a customer interaction.

CRMs accomplish that goal by providing a single source of real-time data about each customer. Changes are captured immediately so that there’s never a conflict or loss of information, thus enabling individualized service to be provided to the people who matter most: your customers.

  • Standardization

As companies grow and change, institutional knowledge may get lost or overlooked if there isn’t a single system to capture information in a standard way.

If your sales team expands or accounts shift between salespeople due to new territories, how does that transfer of knowledge occur? If a manager wants insights into how his team is performing, both individually and at a group level, how can he quickly pull together comparable data?

CRMs provide consistency in the way information is captured and stored. Whenever someone calls a customer, sends out a marketing email or survey, or receives a customer inquiry, that conversation or interaction is recorded in a standard template, providing a clear path for anyone in the future to both access and contextualize the interaction.

  • Communication

Effective businesses run on efficient communication, both internally and externally.

How unwieldy would it be if just one person—let alone ten, twenty, hundreds, or thousands of people—updated you every time a customer interaction happened? Add to that challenge all of the myriad methods for communicating (texts, emails, instant messages, social media messaging, phone calls), and the exchange of information becomes cumbersome and challenging to track.

The beauty of a CRM is the security everyone feels in knowing exactly what information has been communicated and exchanged with every customer. Having a reliable single source lets an entire organization—no matter how large or small—be consistent in external communications and messaging.

  • Reporting

Besides more effectively serving and communicating with your customers, CRMs also allow for operational efficiency and reporting. The best way to understand key performance indicators and business operations is to use reporting tools that utilize standardized data and give you insights into the health of the business.

For example, sales forecasting is much easier when you can quantify your customer acquisitions, analyze performance, identify successful sales tactics, and track progress. Adjustments can be made in real-time, and the results can be seen faster.

With a streamlined system and single source of uniform data provided by a CRM, you can run reports as often as you like to see what’s working and what needs improvement. Your business can better plan, optimize, and achieve targets.

  • Growth and Scalability

If growth is the goal, the four core CRM capabilities above are your comrades in arms. The best way to achieve sustainable growth is to understand your business today and how to scale it for the future.

Are there trends within the sales cycle that best correlate to customer acquisition? Do you know what makes your customers successful? Where do you need more resources in order to grow and scale your organization?

Growth potential happens when you know what’s in your sales pipeline, how accurate your forecasting is, what markets are working for you, and what customers are happy, loyal, and buying additional products. The nuances of sales cycles and customer retention are tough to ascertain without these insights.

You can best project future opportunities and market needs by utilizing a CRM’s comprehensive set of standardized data and reports, which makes your business sustainable for years into the future.

 

At Insightly, we offer a CRM used by small and mid-sized businesses from a huge variety of verticals. Learn about all of Insightly’s features and plans on our pricing page or sign up for a free trial.

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Annette DeNoyer bnwAnnette DeNoyer is a strategic content marketing consultant with over eight years experience in a variety of technology roles, most notably in product management, product marketing, and content marketing. Her experiences at both tech startups and established organizations enable her to create effective messaging for young companies looking to attract attention and garner credibility, as well as for established companies developing strategic content for each sales stage in the Buyers Journey.

 

HelperMonkeys Increases Efficiency to Produce More Leads

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HelperMonkeys is a referral management website that helps small businesses increase their sales through word of mouth. Rather than giving away deep discounts that eat away at profits, small business owners can set their own offers and manage promoters that drive traffic and refer new customers.

After founding the company in 2011, Justin Woo needed an inexpensive way to track the activity of his six-member sales team. Initially, Excel and Google spreadsheets appeared to be his cheapest option. Woo quickly realized, though, that this method was neither efficient nor effective. HelperMonkeys needed a CRM solution that was inexpensive and easy to use. After researching several platforms, HelperMonkeys found Insightly gave him the most capabilities and was the most qualified and cost-effective tool.

Since implementing Insightly, business has expanded rapidly for HelperMonkeys. Woo estimates that his team is 20 percent more effective and is noticeably producing more leads.

Insightly has helped to relieve a lot of headaches associated with managing a sales team. As a result, I’m able to dedicate more time powering the direction of the company, rather than managing sales employees.

– Justin Woo, founder of HelperMonkeys

Find out more about how HelperMonkeys is using Insightly to be more efficient and produce more leads. Read the full story–and others like it–in our customer case study library.

 

 

At Insightly, we offer a CRM used by small and mid-sized businesses from a huge variety of verticals. Learn about all of Insightly’s features and plans on our pricing page or sign up for a free trial.

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