Double Down on Sticky

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!

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.

Data-Export

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.

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.

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.

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.

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!

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.