The Secret to Nurturing the Best Leads Into Sales

Nurture

 

Most of your visitors come to your website for research and answers to specific queries, and approximately 73% of new B2B leads are not ready to purchase. Lead nurturing is a powerful method of gaining higher return for lower costs. The first contact has been made. Here’s how to make the most of those contacts and convince them to make that important first purchase.

Grab their attention

Entice newcomers to delve further into what you’re offering. Make it clear what your product is and what makes your brand stand out from the crowd. A discount code or offer to make the client feel they’re getting special treatment right from the first contact has proven to be a successful starting point.

Sign them up

Once the initial attention grab has been made, ask all new leads to opt in to receive email and text alerts. Start immediately by sending an acknowledgment email to thank the client for signing up and perhaps offer a little bonus in that first contact. A further discount, free delivery or a video, advertising an important feature of your brand. Entice them to revisit your site and seek out further information right away.

Consider automating thank-you emails to allow your busy team to concentrate on fulfilling other tasks.

Ask for more detail

By asking for more information, you can start to build the client’s profile, allowing you to decide what subjects will be most relevant. Targeted emails will receive the most clickthroughs and garner the best feedback.

Automation allows streamlined contact and encourages efficient segmentation via your CRM, meaning that people get offers directly related to who they are and what they’re looking for, based on the information they’ve given you. Automation can also align your contact and marketing targets to ensure each prospective customer receives messages that are relevant, at the most opportune times.

Request evaluation at every visit to ensure customer satisfaction. A simple “Did you find what you were looking for?” can provide an opening for direct contact to help resolve queries and problems early on, fostering a personal relationship which grows as you gently encourage them towards the sale.

Make your contact effective

Using the information your prospective client has trusted you with, work out how best to fulfill their needs. You want all communication to be appropriate to their individual interests, to resonate with them on a personal level, and to garner trust in, and loyalty to, your brand. Boost the visibility of your brand by engaging in continuous contact. Even if they’re not quite ready to make a purchase right away, you want your brand to be the one they think of when they are finally ready.

Coordinate your emails and web pages with your social media output, so customers and prospects can use any method to find what they’re looking for. Ensure there’s a knowledgeable member of the team around to answer questions whenever they arise through direct contact. Answering quickly with a friendly, conversational welcome email or social media reply is vital in this non-stop international working era.

Using the client’s name, acknowledging special anniversaries and personal invitations to special events combined with enticing emails and content all come together to encourage more opportunities for direct and personal contact.

When you personalize contact, you generate up to 6 x higher revenue over generic, non-personalized information drops.

Make it timely

Making your follow-up contact as soon as possible after requested leads to a far greater likelihood of closing the sale. The longer you leave the follow-up contact, the less likely it is to end in a sale. Immediate follow-up calls have been proven to be far more effective than cold calling.

Even with timely and regular contact, some people need a little more time to make up their minds. On average, 10 separate communications are made before a prospective client becomes a customer. Nurturing your client by addressing concerns, being knowledgeable about all aspects of the brand, answering questions succinctly, and following up on conversations all go a long way to making the transaction successful.

Know when to pass the ball

As with all teams, the ball needs to be passed between players. Knowing how to identify when marketers should pass clients to the sales team for specific need fulfillment and for closing the sale leads to significant and measurable increases in sales opportunities. Lead scoring helps you determine when to hand off to a closer.

Treating your customers right – from the start to the sale and beyond – is the answer to increased sales and a full pipeline.

 

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.

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The 8 Greatest Salespeople Ever (And What You Can Learn from Them About Sales)

Target-Sales

Theories and strategies about sales and selling are legion. Thousands of seminars have been hosted and even more books have been written, each promising to outline the secrets of turning a prospect into a customer. But talk is cheap, and top salespeople would surely tell you that it’s ultimately the sales that speak for themselves.

Who really knows the true secrets of sales? We scoured the past and present to find the eight greatest salespeople ever – all of whom have a legacy of success and distinct lessons to offer those who want to emulate them.

John H. Patterson, National Cash Register Company
1844-1922

John Patterson was one of the original icons of modern salesmanship. To hawk NCR cash registers in the late 1800s, he devised a strategy that has become known as the “Patterson method.” One of the key elements of the method was the intricate scripting of the sales process. Patterson sat down and wrote out what salespeople should say to their prospects. He anticipated objections, and wrote down the responses to those, too. This wasn’t a new idea, but Patterson’s “Primer” was extensive enough to be codified into a 16-page book, slicing the sales process into four steps (approach, proposition, demonstration, and close), all the while positioning NCR as a helpful ally whose goal was to help its customers succeed. (The register itself was not to be mentioned at all in the approach.)

The guidance within remains essential and compelling even today, from avoiding hard-sell tactics to learning how to overcome objections to high prices. Who among us has not been on one side of Patterson’s classic technique: “After you have made your proposition clear … do not ask for an order, take for granted that he will buy. Say to him ‘Mr. Blank, what color shall I make it?’ or ‘How soon do you want delivery?’ Take out your order blank, fill it out, and handing him your pen say, ‘Just sign where I have made the cross.’”

Patterson was also an early advocate for other essentials of the sales universe, including strong after-sales service and support to keep customers happy. He also pioneered formal training for salespeople and possibly even invented the concept of retreats. History is mute, however, on whether he was a proponent of the “trust fall.”

David Ogilvy, Ogilvy & Mather
1911-1999

The “Father of Advertising,” David Ogilvy, had a job before he became the dad to an industry. He was, of course, a salesman, and an incredibly good one by all measures. Namely, he sold cooking stoves, door to door, across his ancestral homeland of Scotland. He was so good at it that the head of the company asked him to codify his methods in a book, which was ultimately christened with the catchy title, The Theory and Practice of Selling the AGA Cooker. You can still read the full text online; fans say that 80 years later it is still “the best sales manual ever written.”

For Ogilvy, selling was a numbers game. “The more prospects you talk to, the more sales you expose yourself to, the more orders you will get.” He backed that up with an approach that emphasized quality salesmanship, which required “energy, time, and knowledge of the product.” He eschewed artifice and preferred a straightforward approach to sales and stressed knowing as much about your customer as much as you did about the product you were selling: “Learn to recognize vegetarians on sight. It is painful indeed to gush over roasting and grilling to a drooping face which has not enjoyed the pleasures of a beefsteak for years.”

Ogilvy also had a strong focus on the art conversation. It doesn’t matter what you talk about during the sales process, Ogilvy teaches us, as long as you’re talking about something; the act of chatting itself breaks down barriers to sales. “Wise-cracking” was key, he wrote: “If you can’t make a lady laugh, you certainly can’t make her buy.”

Mary Kay Ash, Mary Kay Cosmetics
1918-2001

Mary Kay’s eponymous cosmetics company remains an icon of the direct sales model, but Mary Kay Ash didn’t just leap into the business without training. As an employee, she sold books and other products door to door for decades, grinding her way up the ladder until she abruptly quit after being passed over for promotion by, of course, a man.

Her ensuing anger was supposed to become the original Lean In, a handbook for women to succeed in the tough, male-driven world of business in the 1960s. Instead it became a business plan for Mary Kay Cosmetics.

Unabashedly pro-woman, Mary Kay’s lavish incentives to top saleswomen, namely in the form of pink Cadillacs, have become downright legendary. “Praising people to success” was one of her primary slogans as a manager, and “she constantly encouraged both the corporate staff and the independent sales force to act as if each person they met was wearing a sign around his or her neck that read ‘Make me feel important.’”

Dale Carnegie, speaker
1888-1955

Like many of the other names on this list, renowned salesman Dale Carnegie also got his start as a rank-and-file salesman, hawking everything from lard to correspondence courses for ranchers in his home state of Missouri. But Carnegie’s dreams involved something grander, which led him to pack up for the big city, where he took acting classes in New York in the hopes of striking it big on the stage. Acting didn’t work out for Carnegie, which led the then-penniless man to public speaking. Within a few years he was lecturing to audiences of thousands who wanted to learn how to master their own fears of speaking in public.

Carnegie’s seminal book, How to Win Friends and Influence People, came along 20 years into this second career, and his Dale Carnegie Course – now over 100 years old – has been completed by more than 8 million people. Widely relied upon in the sales universe, Carnegie’s primary lessons involve building up the confidence of the speaker or salesperson and developing interpersonal and communication skills in order to make them more effective at their job. In 2011, the book was updated for the “digital age,” where “winning friends” has become a much different game.

Steve Jobs, Apple Computer
1955-2011

The beloved but irascible founder of Apple was never a salesperson in the traditional, door-to-door sense, but his achievements as a non-traditional salesman are largely responsible for the massive success that Apple has ultimately become.

It would take over two decades – and Jobs being both forced out and rehired by the company he founded – for the CEO to strike upon the primary characteristic that ultimately drove Apple’s success in the early 2000s: Secrecy. By playing his cards extremely close to the vest and refusing to offer any hints about upcoming products to the media or the public, Apple became the subject of nonstop gossip and speculation among high-tech types. New products were (and still are) announced not via a press release but in an auditorium packed with reporters, often with an A-list musician waiting in the wings to close the show. Jobs understood the value of showmanship and hype, and even when Apple’s release du jour wasn’t all that exciting, he knew the company would dominate the news cycle for at least a week around the time of the announcement, drowning out all other news from the industry.

Today, Apple’s secrecy strategy is widely copied in Silicon Valley, though no one has yet managed to beat Apple at its own game. The key takeaway remains an essential one: Let your fans and the media do the hard work of selling your products for you.

Joe Girard, car salesman
1928-

Google “best salesman ever” and one name will show up more than any other: Joe Girard. While hardly a household name like some of the above, Girard undoubtedly deserves his share of the title – and even the Guinness Book of World Records agrees. For the uninitiated, Girard spent 14 years selling cars, and during that time he moved over 13,000 Chevys off of his car lot in Eastpointe, Michigan. Girard’s best month included 174 cars sold.

Girard credits his success with inspiration he found at a Catholic funeral, where he estimated about 250 people were in attendance – 250 people who were close enough to the deceased to pay their respects. Girard figured that this number had some significance in business, too. Do something great for one customer and you’re likely to reach about 250 of their friends, all potential customers. Turn them off, and you stand to lose 250 potential sales. Asking for referrals and earning positive word of mouth became Girard’s religion. He made personal calls to check up on how newly purchased cars were running, maintained detailed personal information about them (proto-CRM in action), and sent monthly greeting cards – devoid of any sales pitch – to everyone on his list. Eventually he knew they’d need a new car… and if not, well, they probably knew someone who did.

Ron Popeil, Ronco
1935-

The father of the infomercial, Popeil and his products are household names for millions of people who grew up dining on veggies sliced with the Chop-O-Matic and chickens cooked in the Showtime Rotisserie. But even if you didn’t own one of Ronco’s wacky kitchen inventions (like the infamous Inside-the-Shell Electric Egg Scrambler) you still knew about the man and his products.

That’s because Popeil’s lengthy, late-night television commercials doubled as more than just effective demonstrations of his products (which were always so impactful that they seemed too good to be true). They were also entertainment, and even if you had no intention of buying an Indoor Smokeless Grill or a Turbo Food Dehydrator, you knew it’d probably be more fun to watch the commercial than whatever else was on TV at the time.

But wait, there’s more! Today, the infomercial has become a crucial sales tool for thousands of products that need to be seen to be understood, and the format ultimately led to the launch of 24-hour retail TV networks like QVC. But Popeil credits more than TV for the runaway success that has earned Ronco an estimated billion dollars in profits. For him, it’s all about passion, saying: “If you have that passion, it is conveyed through marketing. People see it. I get up before them and show them something new and wonderful. When I create something, I believe in it, and I am very passionate about it.”

Donald Trump, The Trump Organization
1946-

Say what you want about The Donald – you won’t be the first one to do so – the man is arguably the most effective salesperson living today. Consider the range of businesses Trump has managed to get people to buy into: Wine. Vodka. Coffee. Chocolate. Golf courses. Restaurants. Energy drinks. Mortgages. Steaks. Casinos. Cologne… nearly all of which have simply been called “Trump.”

The billionaire has done all of this through unconventional tactics that fly in the face of much of the above. While old-school salesmen have praised the art of empathy and understanding your customer, Trump has made salesmanship all about Trump. Claims of his products’ superiority are outrageous to the point of preposterousness – and yet Trump seems to believe them so fully that his prospects do too. Any competition is immediately dismissed as a joke at best, as actively harmful to the customer at worst. And all of this is communicated in a bubble of opulence. Trump’s dress and manner connotes glamor and success, the idea being that his customers can aspire to the same level of greatness if only they buy what he’s selling.

At present, of course, Trump has embarked on his most ambitious sales project ever: To become President of the United States. At press time, he already had over 13 million people lined up to buy. Now that’s a sales job.

 

At Insightly, we offer a CRM used by small and mid-sized businesses from a huge variety of verticals. Learn about all of Insightly’s features and plans on our pricing page or sign up for a free trial.

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About the Author: Christopher Null is an award-winning business and technology journalist. His work frequently appears on Wired, PC World, and TechBeacon. Follow him on Twitter @christophernull.

Insightly CRM Gives Custom Fields a Productivity Boost!

Information transfer

Insightly’s custom fields give you flexibility and control over your CRM information by letting you make a place for your own unique data. Adding fields like billing ID numbers, customer types, subscriptions, or referrals helps you make Insightly your own. Now, you can copy and move custom fields between records, increasing the power of automation to free up more of your time.
 

Automatically copy information with field mapping

 
When you close a deal and convert an opportunity, Insightly can create a new project for you. This automation is also available when you convert a lead. Converting a lead will create a new contact, organization, and opportunity without having to re-enter information. Before our latest update, custom fields were often left behind in this process. No longer!

Lead converted to other records

Using one of our latest features, you can transfer your custom fields from opportunities and leads with opportunity field mapping and lead field mapping. By mapping custom fields from leads and opportunities, their information will be matched up and copied to the new records when you convert the lead.

Mapping a lead field

For example, if you have a field called Region for leads, contacts, and organizations, you can now map it from leads to contacts and leads to organizations. By mapping the field, the regional information you need to assign opportunities or create reports can be copied to contacts, organizations, opportunities, or all three. We’ll even limit the selections to the same types of fields, so there can be no errors in matching up a dropdown list with a text field.

Fields mapped from leads to contacts and organizations

Custom field mapping is also available from opportunities to projects, so your sales team can hand off helpful information to the project team in a snap. With this fast and automatic transfer, you’ll spend less time updating your custom data and feel more secure in knowing that you’re not leaving important information behind.
 

Cloning custom fields for faster setup

 
To use the new mapping feature, the fields in each record will need to match. This means if you’ve set up a Region field as a dropdown list in leads, then the Region field for contacts should be a dropdown with exactly the same options. Does that mean you have to set up a field for leads, then contacts, and then opportunities? Yes. But with Insightly’s new custom field cloning, that process is much, much easier.
 
Instead of manually creating a field once for leads, once for contacts, once for organizations, and so on, you can now clone a field with just a few steps. You’ll find an icon to the right of each custom field that allows you to copy it and all its details to a new record type. This is especially helpful if you’ve spent time setting up a dropdown field with a list of options and want to use it somewhere else.

Cloning a custom field

Once you click the icon, you will select where you’d like the new field to appear. You can also rename it, although keeping your naming consistent will help with mapping.

Animated GIF for cloning

Any custom field can be copied to a different kind of record with cloning. This will save you the time of repeating the same steps of setting up the original field. Copying the information automatically also prevents manual entry errors when trying to duplicate a custom field.
 

More control over your work

 
With the new ability to clone custom fields and map them between records, Insightly CRM gives you more control over your information and more powerful automation when converting records. We thank all the customers who shared their interest in these improvements. With your feedback and our product team’s efforts, Insightly will continue to make your work easier and help you accomplish more!

Monday Morning Mantra

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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Activity Sets

If you find that you’re entering the same tasks or events week after week or day after day, you might want to build an Activity Set to generate a series a repeatable tasks.  An Activity Set is a series of instructions to create tasks or events. Those tasks and events will be linked to the record they’re applied to, but aren’t connected to each other or grouped in any way. 
Activity sets:
⦁ Need to be set up by your Insightly administrator.
⦁ Can include calculated task due dates and event dates.
⦁ Can be used to create activities directly for leads, contacts, organizations, opportunities and projects.
⦁ Can be embedded in a Pipeline stage for opportunities or projects.
Activity-Sets

Let’s use an example of a sales team contacting new leads. Every time a lead is assigned, a salesperson must call the lead, send an email follow-up a few days later, and then stop by for a visit a few days after that. (This is a quite efficient sales group.)

 

Without an Activity Set, the salesperson or sales manager enters the same three tasks into Insightly for every lead. Each task is entered separately, which can mean lots of repeated data entry. This also leaves room for error when entering task names, due dates, and other details.

 

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.

 

Just Say No to Brain Drain

According to the NTL Institute, humans tend to remember:

  • 5% of what they learn when they’ve learned from a lecture (i.e. university/college lectures)
  • 10% of what they learn when they’ve learned from reading (i.e. books, articles)
  • 20% of what they learn from audio-visual (i.e. apps, videos)

Brain-Drain

  • 30% of what they learn when they see a demonstration
  • 50% of what they learn when engaged in a group discussion.
  • 75% of what they learn when they practice what they learned.
  • 90% of what they learn when they use immediately (or teach others)

What does that all mean? Well, it means all of that time we spent pouring through books and attending classroom lectures was a bit of a bust–with  80-95% of that information going in one ear and out the other. No!

Before you pull the plug on sending your kid to college or learning to speak another language, changing up your strategy will make a big difference. Instead of passive forms of learning, we focus our time, energy, and resources on “participatory” methods that have proven to deliver more effective results, in less time. So, if you want to learn to speak Spanish, start spending time with native speakers and talk, talk, talk.

Playing Well With Others

We all have our own unique way of doing things in the workplace; however, what make perfect sense to us might not to others. If you ever wonder if you’re being a good boss or co-worker, take five and ask/ponder a few simple questions:

  1. Have your colleagues sought you out for advice within the last three months.
  2. Can you think of a few examples where you proactively sought the perspectives of others that you knew would offer a different viewpoint?

Trust

  1. Do you show up on time for meetings and conference calls?
  2. Do you respond to emails within 24 hours?

Monday Morning Sales Mantra

Every day is different in the world of sales, and some days are simply going to go far better than others. If your week is going sideways, remind yourself of the simple things that help keep your mind and work day organized:

  • It’s not what you say; It’s what your customer believes.
  • Never go into a sales call not knowing how you’re going to close the sale.

Monday-Mantra

  • Have a dedicated time set aside either daily or weekly to do your prospecting.
  • Believe in yourself and what you’re doing to help your customers.
  • Show up and show up on time.

 

 

At Insightly, we offer a CRM used by small and mid-sized businesses from a huge variety of verticals. Learn about all of Insightly’s features and plans on our pricing page or sign up for a free trial.

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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.

A Marketing Consultant’s Guide for CRM Success (Part 3)

Marketing-Consultant

 

So far, we’ve discussed tips for structuring and populating your CRM. These steps are certainly important, but the long-term value of any system comes down to its impact on the bottom line.

Aside from managing contacts and client details, how can a CRM actually help you grow your business? In this post, I’ll share my tips for leveraging opportunity records to achieve this goal.

Why Opportunities Matter

Picture this. You’re chatting with a client, and the conversation takes an unexpected turn. Scattered among the mixture of personal and accounting issues, you learn about a pet project that he has been pondering for several years. The client wants to move forward but doesn’t have the capacity to research, plan, and implement his vision. He has the budget to get started, but he needs help.

At this point in the conversation, alarm bells should be going off in your head. As a marketing professional, you have both the technical know-how and availability to assist. Unfortunately, before you can give your pitch, the client changes the subject. You forget about the idea, and you never follow up.

This is the definition of a missed opportunity. Your client was willing to open up his billfold and let you work your magic. If only you had remembered.

Seizing the Opportunity

A tool such as Insightly CRM is valuable for avoiding this type of situation. By adding an opportunity record and linking it to a contact or organization, you give yourself a much greater chance of winning the deal. Easily track specific details that you may otherwise fail to consider, including:

  • Value of the opportunity
  • Notes about the project
  • Probability of winning
  • Stage in the pipeline
  • Projected close date

Creating your first opportunity record is a great start, but consider the value of having dozens more. Instead of digging through handwritten notes, email inboxes, or the far corners of your brain, your CRM keeps everything nice and tidy. With a few clicks, you can even visualize and sort which opportunities are most valuable, closing soonest, or stuck in the queue.

Forgetfulness is Your Worst Enemy

In the previous example, it was clear that a CRM can help you stay ahead of the curve. But, that is only true if you actually remember to use it.

Marketing consultants are quick to try new technologies, but we’re also easily distracted. If you don’t agree with me, stop and think about how many passwords you have. Now, consider how many of those tools you actually use. Failing to use your CRM might be the most costly mistake you make, given the value of your opportunity pipeline.

If I’m being honest, these are the two things I regularly forget to do:

  1. Input new opportunities
  2. Follow up on existing opportunities

Insightly CRM can be incredibly useful for warding off your forgetfulness. Let’s start with remembering to input new opportunities. Sure, you could bookmark the Insightly portal, log in, and manually add opportunities via the web app. Unfortunately, you’re not always at your desk when opportunity knocks. The good news is that the Insightly mobile app is just a tap away via your smartphone or tablet device. Launch the app to quickly add deals on the go. When you get back to your desk, you’ll be delighted to see that your pipeline is more robust than when you left.

It’s easy to get caught up in the excitement of a promising opportunity, especially one that is projected to close quickly. Many deals, however, require nurturing to bring them to fruition. Your calendar is already booked solid, so remembering to follow up can easily slip your mind. As an Insightly user, you can keep yourself organized by using tasks. For instance, if you need to send a proposal by next Thursday, you might attach a task to the appropriate opportunity. When the task becomes due, you will receive an email reminder. Take that forgetfulness!

Grow Your Business with Opportunities

As a business owner, you value being able to see the “big picture.” Your CRM can deliver this type of information, but only if you commit to tracking deals via opportunity records.

Grow you pipeline, monitor your close rate, and in time, you’ll see the value of your CRM far outweighs the cost.

 

At Insightly, we offer a CRM used by small and mid-sized businesses from a huge variety of verticals. Learn about all of Insightly’s features and plans on our pricing page or sign up for a free trial.

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Matt Keener

Matt Keener is a marketing consultant and President of Keener Marketing Solutions, LLC. Matt specializes in content marketing and strategic planning, having helped numerous Saas (software as a service) companies and other small businesses worldwide. Read more of Matt’s work, check out his book, or connect with him on Linkedin.

If You Can’t Answer This Question, Don’t Buy A CRM System

Sales-Features

 

A nation’s culture resides in the hearts and in the soul of its people. 

–Mahatma Gandhi

Who knew that Mahatma Gandhi knew so much about CRM? But he did. OK, I admit he wasn’t talking about CRM systems when he said this – he had much bigger issues on his mind, like breaking British rule and avoiding a civil war. But Gandhi was right about culture, be it a nation or a business. It does reside in the hearts and in the soul of its people. A nation’s culture defines its people. A company’s culture defines its employees. Just like a company’s CRM culture.

Does your company have a CRM culture? If you want to succeed with a CRM system it better. Here are the three things that define it.

A database culture

A CRM system should be your core database for all operations in your business. Think about it – you don’t do business with companies. You do business with people who work in companies. And you should have a record for every person who does business with you in your CRM database. Sure that means customers and prospects. But it also means vendors, suppliers and partners too. It also means service providers, consultants, job seekers and industry experts. They’re all in there. With notes and data about them. And scheduled and completed activities. And you commit to making sure that this database is as clean as possible all the time. You’ve assigned an administrator to check it and you’ve created alerts and reports to validate the data. You have a database culture because you recognize that a CRM culture is useless without good data to drive it.

A service culture

You require that your CRM database is the primary repository of data for your customers. You want problems, calls and issues logged in. You want to know what your customers are buying and what other products they might be interested in. You want to know when someone is on your website and requests information. You want to know who’s having a problem and how that problem is being resolved. You want to know what opportunities are out there and who’s working on them. You want to know when deals will be closing. You want to know which customers are due to order and which ones may need help. Of course you want new customers. But your first priority is serving your existing customers as best as you can. You lean on technology to provide automation so that both your customers and employees are getting alerts, reminders and other information automatically. You want to make the experience of doing business with your company as quick and enjoyable as possible. You have a service culture. That’s a CRM culture.

A communications culture

You are committed to logging all activities into your CRM system. You insist that your people record their calls and tasks. They schedule next actions. They complete them all. They take notes on calls and notes at appointments and those notes go into the system too. You require that your CRM system is a repository for all email communications. You don’t build barriers and instead insist that all

communications are shared and available for everyone in your company. That way any person who makes contact with someone in your business can be immediately found in your database so that your people know the history. And then you want to make sure that everyone in your database is being “touched” by your company throughout the year. This may be through newsletters, postcards, a phone call, a LinkedIn message, an old-school letter. You have a communications culture. Everyone in your community should be hearing from you just enough so that when they may need a product or service you offer they’ll think of you first.

A CRM culture is not easy. It requires a great deal of commitment. People must be committed to typing up notes after each call and appointment. Sending emails. Replying to emails. Updating fields. Creating new contacts on the go. They must be open to using mobile devices and the cloud. All of this takes extra time – maybe more time than they’re currently used to. But databases don’t just happen automatically. And clean data isn’t easy to maintain. They must know understand from you that if the data isn’t in your CRM system it just doesn’t exist. That’s a CRM culture.

Do you have a CRM culture? Does CRM “reside in the hearts and minds” of your people. If you don’t, then don’t get a CRM system.

 

At Insightly, we offer a CRM used by small and mid-sized businesses from a huge variety of verticals. Learn about all of Insightly’s features and plans on our pricing page or sign up for a free trial.

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Gene_Marksx160About the Author: Gene Marks is a small business owner, technology expert, author and columnist. He writes regularly for leading US media outlets such as The New York Times, Forbes, Inc. Magazine and Entrepreneur. He has authored five books on business management and appears regularly on Fox News, Fox Business, MSNBC and CNBC. Gene runs a ten-person CRM and technology consulting firm outside of Philadelphia. Learn more at genemarks.com

CRM, Google Apps, and Xero Help Winsightz Keep Personal Service in Sight

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Founded by Winston Faircloth in August 2015, Winsightz helps small-to-medium businesses (SMBs) and nonprofits recapture and retain customers, donors, and volunteers. Through a blend of software and coaching services, Winsightz helps organizations translate business requirements to the right technology solutions and learn how to apply those solutions to achieve their goals.

As a solopreneur, Winston Faircloth found it a big challenge to just keep track of conversations, emails, appointments, leads, and myriad other details. Faircloth found Insightly mentioned favorably on a few blogs, but it was the Google Docs integration that compelled him to give Insightly a try. Using Insightly for relationship tracking allows Faircloth to quickly see interactions, attachments, next steps, and tasks in the queue. And Insightly’s tight integration with Google Docs and Gmail makes creating or updating a contact record or project seamless. When Faircloth learned that Insightly also integrates with accounting tool, Xero, he was thrilled. He loves how Xero brings in transactional data from the bank, credit cards, PayPal, etc., which makes that part of the accounting incredibly easy.

In addition to effective relationship tracking and management, streamlined organization and accounting, Insightly helps keep administrative overhead lean and frees up Faircloth (and his future team) for customer-facing activities. Although still in the early days of his new company, Faircloth feels Insightly is an important part of the company’s journey and future success.

Insightly allows me to take what’s in my head and share it with my employees to help them learn and get up to speed faster. It’s a clean, simple and intuitive tool that helps me stay organized and allows me to provide the best service possible.

– Winston Faircloth, co-founder and president, Winsightz

Find out more about how Winsightz uses Insightly to track and manage client relationships and accounting, and streamline organization. Read the full story – and others like it – in our customer case study library.

 

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At Insightly, we offer a CRM used by small and mid-sized businesses from a huge variety of verticals. Learn about all of Insightly’s features and plans on our pricing page or sign up for a free trial.

CRM for All: Business Services

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The business services segment is broad and encompasses companies across industries that offer a variety of services including marketing and advertising, consulting, legal services, security and many more. While the sector is large, they all share a common need to keep leads, contact information and projects organized. But using pen and paper, email, Excel spreadsheets and/or Google docs to keep information straight and up-to-date is a recipe for disaster. As a result, many business services companies have quickly realized that what they really need is a customer relationship management (CRM) tool. And the benefits of implementing a CRM are endless. In fact, according to a recent survey of Insightly business services customers, 49 percent improved the efficiency of a business process with Insightly. So what was the “aha!” moment when these Insightly customers knew they had found a tool that would change the way they did business for the better? We compiled a list of our favorites:

Guidance Aviation: With Insightly, Guidance Aviation reps have successfully used the data stored within the platform to give students more attention and highlight the benefits most likely to suit their needs. This individualized attention has resulted in consistently increasing enrollment rates for both of its programs.

Hive Business: Insightly has become the 7th member of the Hive Business team. Now, sales and marketing can manage and communicate with clients and prospects simply, quickly, and with complete transparency. The efficiency of the company’s sales process has developed from an unknown to a constantly improving figure that allows the team to have confidence that no opportunity is being left behind.

Peter Greeno Photography: Peter’s business relies heavily on referrals, which means he needs to keep each client happy and satisfied throughout the entire process. With Insightly, he can easily keep track of more conversations with potential clients, and as a result, sales have increased substantially. He’s also saving a considerable amount of time on back-end processes, allowing him to invest those resources to grow his business by investing more time into marketing for the next season.

Sandler Training: After just five months of using Insightly, the Absolute Sales Development team, a Sandler Training center based in Miami, completely overhauled its client management process. Employees were eager to use Insightly because it is easy to add new clients, and the organization benefits from having all customer data in one organized database. The intuitive nature of Insightly’s user interface makes it easy and fast for the team to navigate through contacts and sort them to identify tasks.  

 

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.

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We’ve Been Working Day and Night to Speed Up Insightly

Insightly’s product development team has been hard at work improving our infrastructure, so you might have noticed that Insightly’s apps—both web and mobile—are running a lot faster. The geeky details: We refactored our backend using an abstracted service layer to separate our data store and presentation layers. Wow, that was a mouthful!

Without further getting into the technical details, here are some highlights of how these changes improve your experience with Insightly!

Faster response

Under peak loads, Insightly is now roughly 250-300% faster on average. So, when you access Insightly in your browser, you’ll get it in about a quarter or a third of the time than before. Below is an actual graph of our application’s performance throughout one day. The dotted grey line indicates response times prior to our update and the blue line is after our update. As you can see, our application can perform almost five times faster.

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Faster mobile apps & API

On average, Insightly’s APIs and mobile app access are roughly 500-1000% faster. If you’re accessing your CRM data from our mobile apps or current API (version 2.2),  you’ll get them much faster than you did before. In this graph of our API’s performance, the dotted grey line is the response time prior to our update and the blue line is after our update. You can see our mobile apps and API perform almost 10 times faster in some cases.

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Improved reliability & stability

Because our system infrastructure has been re-architected, it runs a lot more smoothly. By reducing variability in response times makes things more predictable. As a result, our operations and development teams can better plan for growth in data from Insightly’s many new customers and your many growing businesses.

This is all pretty technical, but it is truly a major change that helps us stay ahead of the needs of our customers. With a faster CRM and even more new features coming your way, Insightly keeps getting better to make your business more productive and successful.

If you like this update, be sure to share it on social media!

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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!

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Exporting Data to an XML File

Insightly includes an option to generate an XML export with an archive of records from Insightly. The XML standard is used by our more technical customers to capture and save all the valuable links and relationships between entities within Insightly. You can extract even more information through our API. XML files cannot be imported into Insightly. If you would like to export records to a CSV file for importing into another Insightly account, please see our article Exporting data from Insightly to a CSV file.

 

The link for the XML data export is accessible by any Insightly administrator from the System Settings > Data Export page. When you click the link to export your data, Insightly will send you an email with the data as an attachment within a few minutes.

 

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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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 Automate Your Shares

When it comes to sales prospecting, sites like Twitter and LinkedIn can be invaluable tools for connecting with potential and existing customers. If you don’t have a lot of spare time to invest in networking activities, tools like Buffer and Paper.li can become your new best friend.

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You can use them to automate your LinkedIn and Twitter feeds by creating a catalog of content once a week, then automating the distribution of that content for the remainder of the week.

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Double Down on Sticky

 Sticky notes, Post-it notes, paper reminders. Whatever your preferred term or brand is, these ubiquitous squares and rectangles of paper have forever changed the art of leaving notes and reminders for yourself and others.
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Before your pitch that bit of paper when you’re reminder goes stale, flip the sticky side down and run it in between the rows of your keyboard to pick up those bits of dust and crumbs from that mid afternoon snack break.

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.

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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.

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