Business In Your Pocket

Using Projects in Insightly

• On Boarding
• Installations
• Event Planning
• Website Management
• Hiring

Projects are mainly used to manage tasks and from now on, you can even include Pipelines or Milestones to organize your work. While you can create them manually, they are also automatically created when you convert an opportunity at the end of a sales process. Unique Record IDs are assigned to these projects, and you are able to customize the status of the project, name your project, categorize, assign to the responsible user and add 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.

Carry Your Business In Your Pocket

• Extended capabilities. Your app is visible to customers at all times as they carry their phone or iPad around majority of the day, unlike their desktop computer or laptop. A mobile app offers more abilities to interact with your smartphone’s existing features, like the camera, GPS, push notifications and Business Card Scanner, features that traditional computers do not offer.
• Recognition. The smartphone reaches broader and wider audiences as people spend more time on their phones than on any device. If your app ranks in the App Store or Google Play with high ratings and reviews, it will become more visible to a new audience.  
• Stay ahead of your competitors. Smaller businesses rarely have a mobile app, so you now have to chance to stand out with this extra feature. Being one of the few ones offering a mobile app will put you a step ahead of the rest of your competitors.

Smelling Soapy

Bring a bar of soap your favorite scent and keep it in the same compartment as your dirty laundry. It will not clean your clothes, but it will keep them smelling nice and clean.

An alternative is to use fragranced bin liners as a bag for your dirty laundry to keep the ‘em from smelling. Happy travelling!

Selling With Authenticity

Of course there are techniques and strategies for salespeople, but the key to success is to be genuine and not to use scripted conversations according to author and sales coach David Neagle. He states that “People listen with their ears, but they hear with their emotions. Our job is to get people to stop listening and start hearing,”

Listen to their stories and find out what they are missing and what their pains are before telling your story. Make sure you concentrate on other’s success and not your own. Customers will feel more at ease if you start focusing on making their lives easier with the product rather than just having the need to sell it. So put yourself in this mindset and start selling successfully.