May 2016 – Page 3 – user's Blog!

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!

Changing Your Profile Picture

Changing your profile picture is just like changing a contact’s image. You’ll just need to upload an image to your own contact record.

From the Home tab, search for your name. Click the last Added Contact record that appears at the bottom of the list. This is the contact that was created when you were added as an Insightly user.

Click the Actions menu and select Change Contact Image. Like all Insightly system user contacts, your record will display a red banner at the top.

2. Click the Select File button to choose a file from your computer, then click theSave New Image button to make the change.

3.Your picture will now appear in your contact record and in the corner of 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.

The Easy Button

If you are just dipping your toe into the waters of email marketing, there are a few basics that will help you launch your effort without feeling overwhelmed:

Make Your Subscribe Button Easy to Find

If visitors are excited about your content, but they can’t find a way to quickly and easily subscribe to your email newsletter or blog, they will likely get frustrated and go away. Make sure your subscribe or sign-up button is easy to locate. The same goes for the sign-up form. Keep it short and simple—name and email address should suffice.

Think Mobile-Friendly

According to Pew Research Center — 64% of Americans are smartphone users, which means they’re likely exclusively checking their email from their phone or at least checking their email when they’re away from home. Many email marketing services, especially the top-rated ones, will automatically create a mobile version of your newsletter for you, so it’s important to double check with these providers before signing up for their services.

Send Test Emails

Just like you would taste test your homemade chicken soup before adding more salt, make sure your campaigns can be read on any device. Test, test, test by sending it to yourself first. This gives you a chance to not only test out embedded links, you also perform another proof read to make sure there are no embarrassing spelling or punctuation errors.

The Perfect Gifts for Mompreneurs

Raising kids is a tough job. Coupled with running a business, it’s the stuff of superheroes. This Mother’s Day, give the mompreneur in your life a gift she’ll really enjoy. Not sure what gift to give? We came up with a few ideas to get you thinking in the right direction.

Send flowers

Who doesn’t love flowers? Order her an arrangement of her favorite blossoms to be delivered. And don’t forget the card. A thoughtful note will be appreciated.

Schedule a spa treatment

Mothers-day

It’s a challenge for moms to make their own time to relax. Schedule her a day at the spa so she can be pampered. If she can’t take the entire day off, schedule a masseuse to come to her.

Send a book credit

If your mom is a bookworm, register her for any one of the several subscription book services for her Kindle or e-reader. It’s a gift she’ll enjoy all year long.

Give the gift of caffeine

Especially for new moms, that morning cup of coffee is a must. New “smart” coffee makers can be operated via apps, so she can get her brew going from bed.

Mompreneurs are busy – juggling kids, a business, employees, a personal life – it can be easily overwhelming. Take the time to show how much you appreciate the hard-working women in your life this Mother’s Day, and every day.

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.

If you’re pulling your hair out because your marketing campaigns aren’t doing as well as you hoped they would, it’s time to consider the reasons why you’re struggling.

There’s a reason why Big Data is a hot buzzword right now: data can be tremendously useful in helping you create marketing campaigns that do hit the mark. It tells you what your customers like and don’t like, and it tells you which of your campaigns are doing well, and which are falling flat. If you look closely enough, data will tell you exactly what’s wrong with your campaign, and guide you to making the right improvements to get better results.

What Customers Tell You

You might think, customers aren’t telling me anything about this campaign! They’re not even opening our emails! But there’s still valuable information in what they’re not doing. For example: if you noticed you had a particularly low open rate on an email, it’s probably due to one of two factors: the subject line wasn’t appealing, or you sent it at the wrong time of day. Oh, or you send so many emails, people are feeling inundated. These are all easy fixes, and can instantly improve your open rates.

If you get a high number of unsubscribes on a particular email, the messaging was off for your audience. Didn’t get clicks to your site? Same problem. Pay special attention to the copy you use inside your emails.

But this extends beyond email campaigns: have your social media numbers slowed? Are you getting fewer shares, clicks, and likes? Take a look at your social stream in its entirety. You might find that you’re putting out nothing but retweets or self-promotional content, in which case, you’re turning off followers. Work to diversify your shares, and keep your customer at the front of your mind when crafting social media messages.

How to Listen to Your Customers

With so many tools available to keep track of marketing data, there’s no reason why you shouldn’t be keeping track. If you’re keeping detailed records in your CRM, this is a great place to start to measure marketing data to improve your campaigns.

Insightly Reports are a wonderful asset to help you understand why sales aren’t closing. It might tie back to marketing. If, for example, you’re sending new prospects a free download and you see a high number of unsubscribes, you know that there’s something broken at that point in the sales funnel. You can then take a look at the download, make sure it’s appropriately targeting your leads, review the email copy and make sure it’s up to snuff, then try again. You may find that you need to further break your prospects down into smaller groups so that you can send even more highly-targeted content and campaigns.

As you start to see results based on the tweaks you make, use this information to color future campaigns. If you know your audience peters out after 8 emails, only send 7. Target where each group is in the buying cycle, and always pay attention to customer feedback. It is, by far, your best ammunition in the marketing game.

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.

Month: May 2016

Hale to the Easy Button