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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Recommended Browsers For Using Insightly |
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Insightly recommends using the latest version of Google Chrome or Mozilla Firefox for maximum compatibility—we regularly test our application with these browsers. Keep in mind that any browser extensions, add-ons, or plugins that you install may affect the proper display and functioning of any site you visit, including Insightly.
Also, while recent versions of Internet Explorer, Safari, and other popular browsers should work with our site, these are not tested for compatibility with every Insightly update. The best way to determine if a problem is browser-related is to try the same actions in a different browser.
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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Build A Better Sales Proposal |
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Engage customers throughout the buying process by making proposal documents interactive. (Yes, that also means it’s time to ditch the hardcopies and pens for a paperless solution that can support these features.) Interactive features like video engage the audience’s senses, while smart pricing tables allow buyers to select various options and customize their purchase. Video By 2019, 80% of all online consumer traffic will be driven by video, according to research by Cisco. It’s more helpful to see a product or service in action than it is to read about it. Include an introduction or product demonstration video to help break up the text in proposals.
But the power of video reaches far beyond just breaking up text — it’s one of the most effective channels for showcasing social proof to back up your product or service. Create video testimonials to include in proposals. Video testimonials are the perfect way to let happy buyers convey the value of your product or service for you. Pricing Tables Accenture found that 42% of sales leaders want to improve their upselling and cross-selling initiatives, yet 82% are not directing representatives to take these opportunities. Embedding smart pricing tables directly into the document gives customers the autonomy to shop within the sales document itself, without a salesperson having to upsell or pitch them over the phone or email. Buyers can review and select options while the table totals up their order for them in real-time. Furthermore, you can offer optional products and services in addition to your main product, and discount them as a strategy to nudge buyers to add them to their order. Another great thing to include, if you have access to it, is an ROI calculator that can show buyers how much they will save with your product or service.
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Office Buzz |
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Green Towers’ BEEcosystem is designed to let bee enthusiasts mount clear honeycomb-inspired hexagons on walls inside or outside their homes, building an expandable hive that’s perfect for observation—and discussion. Creating a buzz is exactly the point, says Dustin Betz, Green Towers’ president and founder. BEEcosystem is not really about honey collecting, but instead an idea meant to inspire people to learn more about bees’ lives.
“The mantra for our whole company is that we want to use design to inspire people to think about their connection to the natural world, specifically what part the natural world plays in their food,” he says. Each hexagon can hold 10,000 buzzing bees, and the concept requires beekeepers to connect three hexagons to form a healthy hive. How loud does it get? “During the summertime, you can hear it. Literally, it’s a buzz,” says Betz, who has a prototype in his house. And if you hold your hand up to it, it’s very warm. It’s definitely alive.” Learn more at interiorecosystems.com.
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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.
