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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Creating a Custom Report to Track Tasks in Insightly |
| If you are a business owner want to check on tasks completed by your team members, try creating a custom report for yourself showing recently completed tasks by others. It works great!
This week’s tip was provided by Insightly user, Nate Derby. Thank you, Nate! Your Amazon gift card is on its way.
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Shared Space |
| Single entrepreneurs often work long hours interacting with nothing more than their laptops and smartphones, which can be a recipe for isolation.
A new trend in coliving can provide an alternative to feeling as if you have nobody around to share ideas with other than a houseplant. California-based PodShare is one of several coliving initiatives popping up around the US. With several locations in the greater Los Angeles area, PodShare provides access to bunks, bicycles, and coworking tables. More information is at: podshare.co.
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Hop on the Road to Bliss |
| If you find yourself on a business trip in Central Oregon and have a few hours to spare before heading up, check out Hop in the Spa. You can begin your experience with a pint of beer from a local microbrewery, then head over to the spa for a soothing soak in a cedar tub brimming with hops, barley, and minerals.
If that doesn’t send you into a complete state of relaxation, you can top it off with a hop oil massage.Word on the beauty beat is that hops offer a variety of benefits to both skin and hair. Soaks start at US$75 and massages start at US$65. Learn more at: hopinthespa.com.
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3 Easy Ways to Build Consensus With Your Prospect’s Organization |
| Know Your Customer’s Goals
Knowing your customer’s goals and anticipating their needs is the most crucial element in closing big deals. But, how do you do that? Simply put, you need to work to align yourself with what the company you’re selling to is trying to achieve… and more importantly you need to show the various buying influencers how you can help them fit into this goal. Align Yourself with the Leader You don’t have to have a sociology major to know that in most groups, a leader emerges, and the rest follow. Another option to building consensus is to identify the leader and work your ass off to align yourself just with them.
Go Rogue Once I had been working a big deal between two departments, and it was stuck in negotiations forever. The problem was, it had started out as a small deal, and then grew into this huge elephant that had multiple decision makers. What I should have done is put into play strategy number three – going rogue. If I had stepped back and gained some perspective, I may have seen that the smaller, original deal was pretty much a sure shot. The best solution would have been to break off a piece of the bigger deal that we were now proposing and just sell that.
This week’s sales tip is provided by Adam Honig, CEO of Spiro Technologies. Spiro’s mission is to help salespeople make more money using artificial intelligence. |
Check out Insightly’s features and plans on our pricing page or sign up for a free trial of the best CRM around.
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.
