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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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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Know Your Prospects |
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Building rapport and creating connections with customers are still a key focus in today’s selling environment. It can happen in an instant. You can also blow it right at “Hi, my name is…,” and once it’s gone, you probably won’t get another chance to forge a bond. So, how do you build and instant rapport with customers? We’ve broken it down into a few, key steps:
Use Your Resources: Invest a bit of time researching who you’re going to be meeting with. Look at their Twitter account or public Facebook page for clues as to their hobbies and interests. Connect with them on LinkedIn. From their LinkedIn page, note where they worked previously, their alma mater, any articles they’ve posted, or any other relevant info you might be able to refer to during your meeting. Is there a common denominator, such as a company you both worked for at some point?
Keep an Open Mind: If your schedule doesn’t allow you to look up the prospect beforehand, just keep an open mind when meeting with that individual. Listen to what they say, what they omit, how they say what they say, her or his tone of voice, delivery, and personal style. Shoot the breeze for a bit if you get a friendly, outgoing vibe from them. If they’re reserved and “all business,” skip the weather channel chitchat—even if hail the size of soccer balls is coming down, they’re not going to want to talk about anything other than what they need and what you can do for them.
User The Customer’s Name: During the conversation, use the customer’s name often. People like to hear their own name spoken back to them. It creates instant rapport, a sense of security, and a feeling of individuality. |
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Bag the Smartphone |
| Sometimes traveling light is the way to go. If you aren’t enamored with what your preferred airline has on offer in their repertoire of entertainment, but you still need to get some work done and relax and watch a favorite show, here’s a life hack that’s sure to make your business or pleasure travel. All you need is a sandwich-size plastic bag, your tray top table in the upright position… and you’re good to go!
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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.
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.
