Do You Have a Mindset of a Salesperson?

Turn It Up Tuesday: Tips from Insightly to Take Your Business to 11

Welcome to Turn It Up Tuesday, where we bring you 4 weekly tips—a tip on running your business, a tip on using Insightly CRM, a tip on improving your sales, and a tip on improving your life. Enjoy this week’s tips!

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Using the Insightly Recycle Bin

Brand new in Insightly! If records are accidentally deleted, you can use the new Recycle Bin to recover, retrieve, or un-delete them. When a record is deleted in Insightly, it’s moved to the Recycle Bin. If records are accidentally deleted, and you need to recover, retrieve, or undelete them, you can use the Recycle Bin to restore those records. 

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Items deleted within the last 30 days can be restored or permanently deleted by the system and cannot be restored. Items in the Recycle Bin  count toward your record and storage limits. The Recycle Bin link appears in the right sidebar when viewing a list of records.

The following items can be restored from the Recycle Bin: 

  • Tasks
  • Contacts
  • Organizations
  • Leads
  • Opportunities
  • Projects
  • Emails
  • Reports
  • Events
  • Comments
  • Files
  • Notes
  • Milestones

 

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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The Unsettling Sound of Silence

According to Coffivity.com, research has shown that people struggle to be creative in a quiet atmosphere, similarly, they also find loud workspaces distracting. A happy medium is a space where a gentle hum can be heard in the background. This is where their app comes in.

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This app will transport your mind, and make you believe you’re in a real coffee shop, in a bid to get your creative juices flowing. Why not try a “Morning Murmur”, or if you’re feeling adventurous why not go back to your student years and listen to “University Undertones.”

 

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Save Ink, Spare the Landfill

When printing documents, try changing the text from black to gray. This will make little difference to the quality of what you’re printing, and will both reduce the amount of ink used. Better still, it will also increase printing speed.

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By using less ink, you will be slowing down the process of piling onto already over-taxed landfills with used cartridges.

 

You Have the Mindset of a Salesperson If…

  • You love making money
  • You look for opportunities everywhere
  • You’re interested in people
  • You’re NOT great at following the rules

Business-Sales

  • You try to figure out how to get to “yes”
  • You’re very competitive
  • You like to take risks

 This week’s sales tip is provided by Spiro Technologies. Spiro’s mission is to help salespeople make more money using artificial intelligence.


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Send Us Your Tips. Would you like to share your tips with 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.

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.