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 |
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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:
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?
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.
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. |
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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.
