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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!

Viewing your Insightly Calendar on Mobile

To view your own Insightly events and tasks on your mobile device, you can use the calendar in the Insightly iOS and Android apps. You can also try calendar sync or calendar subscription to display the items in another calendar app that supports these options.

Note: Tasks must have start or due dates to appear on the calendar.

Viewing the calendar in our iOS and Android apps

To view the calendar in the apps:

Tap the Calendar icon from the menu drawer.
Your Insightly mobile calendar displays all your own tasks and events. Days with scheduled events will display one dot for a single event and two dots for multiple events.
From the calendar view, you can:
- Swipe down from the top to switch between monthly and weekly views.
- Swipe the calendar left or right to move to the previous or next week or month.
- Tap the + symbol to add a new event. The app will use your phone’s current time zone, not the time zone in your Insightly settings.
- Tap the search icon to search through your events.
- Tap a date to view the tasks and events for that day.
- Swipe down on a daily agenda to refresh it.

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.

Manage Leads and Sales Opportunities

When you’ve got tons of leads zooming by your head, it’s important to stay organized so you can maximize your conversion rate. These super simple tips will help you be efficient in following leads down the pipeline and boost sales as well.

Define Activities & Campaigns at Each Stage

Your lead’s needs change as she moves into your pipeline from opportunity to prospect, to customer, and hopefully, repeat customer. Make sure you’re delivering content and marketing campaigns at every stage of the pipeline to match her ever-changing requirements.

When she first enters the pipeline, you can ply her with informative emails to help her make the decision to purchase from you. Once she’s become a customer, move her to a different email list based on her purchase and behavior details. She’ll need more sophisticated communication at this stage to build on the relationship you’ve established.

Earnings

Track Prospect Value

When you know how much a given opportunity is worth, you can allot the appropriate resources to nurturing the lead or existing customer. For example, if you have a customer who made a small one-time purchase, you might not need to spend as much time nurturing that relationship as one who signed up for $60,000 worth of services for the year.

Tracking sales opportunity value allows you to prioritize your efforts and decide where your time spent will have the most impact.

The Bed That Helps You Sleep Smarter

The American Academy of Sleep Medicine and the Sleep Research Society say you should get seven or more hours of sleep a night.

The it bed by Sleep Number— which will retail at US$1,000 when it launches in summer 2016—uses embedded sensors to track heart rate, respiration, and movement overnight. Then it communicates that data to a phone app where daily activities are recorded, incorporating analytics to reveal how your routines affect sleep and making suggestions for sleeping more soundly. The it bed will be able to automatically communicate directly with wearables, such as fitness trackers, to include data from those devices.

“People did a double take to see a bed at the Consumer Electronics Show,” says Peter Bils, vice president of Sleep Science and Research at Sleep Number, referring to the popular annual show held each January in Las Vegas, Nevada, where the bed won innovation honors. “They were intrigued that data from wearables and their bed could reveal the impact on their sleep from drinking coffee or sleeping with their pet.” Find out more at itbed.com.

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!

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.