Top 3 Reasons Food Service Organizations Need a CRM Solution

Food-Service

Customer experience is central to the success of food service businesses, where a bad egg white omelet can make or break a career. In order for owners and managers to extend a superior level of service to every customer, they need systems in place that minimize missteps and keep the business moving in the right direction.

Implementing a CRM can be the difference between failure and success in this increasingly competitive industry. Three business owners share their story of how a CRM solution improved their food service operations.

  1. Elevate your customer service level.

College Chefs employs classically, professionally trained chefs to cook for fraternities and sororities in the U.S. – each of which operates similar to a restaurant. There’s a supervising staff of 10 to 15 people who manage about 100 chefs and 75 customers. It’s a large operation with a lot of moving pieces, so a CRM makes it easy to track customers and keep a historical record of all interactions. For example, if one fraternity loves blue POWERADE, the chef can add the preference to Insightly and ensure it’s always in stock. Since implementing Insightly, the business has tripled in size due in part to the ability to provide superior customer service and cater to the desires of sororities and fraternities.

  1. Stay organized.

Michael Gurevich is the owner and Schnitzelmaster for Seven Hens, a growing restaurant chain specializing in combining chicken schnitzel with different flavors from around the world. Rather than scrolling through hundreds of lines on every spreadsheet to access information, Gurevich wanted to make the team’s life easier to make his company better. With a CRM, the data was easier to sort through and act on when the time came to process and order. Seven Hens manages more than 300 contracts using Insightly, as well as data related to potential customers in the area. With Insightly, Gurevich can keep track of prospect and existing customer data more effectively, and as a result, he can schedule more meetings and attract prospects.

  1. Manage growth.

Tisano is the creator and originator of brewed Cacao Teas. The small team faced several business challenges that led them to a CRM, including a struggle to keep pace with growth. For example, after attending a few trade shows, the company found itself with information from more than 3,000 prospects, media representatives, vendors, and other contacts – they couldn’t manage all the relationships via spreadsheets. A CRM helps them to manage both sales efforts and customer relationships from a single dashboard. With Insightly, Tisano can manage remote employees more effectively and move most of its operations to the cloud to save approximately $5,000 every month. The team closed numerous deals with the help of a CRM solution, including one with an interested prospect who was hesitant about the cost. Tisano used Insightly to reformulate the deal with the hesitant prospect, meet their needs, and ultimately make the sale. This capability allowed Tisano to close deals with corporations like Virgin America, Whole Foods Market, and Peet’s Coffee and Tea.

A CRM provides business owners and managers with a single dashboard that offers a complete picture of their customers and their individual preferences, which is important for long-term satisfaction and loyalty. For these food service providers, implementing a CRM made all the difference in daily operations – for the better.

 


Want to get cooking with Insightly? We offer a CRM used by small and mid-sized businesses from a variety of verticals. Learn about Insightly’s features and plans on our pricing page or sign up for a free trial.

Free-trial-button

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!

tips on tuesday logo 198x194

 


tip-for-insightly 60x58

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. 

FeaturedImage-RecycleBin-MarkedUp

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.

tip-for-biz 60x58

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.

Background-Noise

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.”

 

tip-for-life 61x58

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.

Printer-Hack

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.


Check out Insightly’s features and plans on our pricing page or sign up for a free trial of the best CRM around.Free-trial-button

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.

4 Secrets Creative Services Professionals Won’t Tell You

Art-Design

 

It doesn’t matter how well-planned or high-quality your marketing campaign is – it’ll only work if the right people encounter it.

The automotive industry’s approach to sports sponsorship gives us some fantastic examples of targeted advertising. BMW cars tend to be aimed at the higher end of the market, so the company targets its sponsorship at sports enjoyed by a more affluent audience – such as golf and sailing.

Mass-market brands, on the other hand, target the sports which have the largest audiences of ordinary people – such as soccer. Hyundai and Chevrolet, for example, spend heavily to be involved with the FIFA World Cup and Manchester United, respectively.

Premium tire manufacturers also target their advertising. Pirelli, Michelin and Goodyear market their products through supplying motor sports series, because people who are interested in watching fast cars are more likely than most to care about having performance tires on their own vehicles.

Marketing doesn’t have to be about simply putting your brand in front of the maximum number of people. Targeting a smaller, but more relevant segment of the market, can often be better.

#1. Consumers Need a Reason to Choose You

Simply making a nice-looking ad to tell people your product is wonderful, life-changing and super, then telling them to buy it won’t work. You need to tell them why it’s all those things – and why they should opt to do business with you, not a competitor.

Samsung’s S6 model was not a success, with many fans of the brand complaining that features they liked about the previous model – MicroSD support and waterproofing, for example – had disappeared.

So it should come as no surprise that the return of these features is highlighted in Samsung’s commercials for its new S7.

The ad is nicely made with some good imagery, but above all it is informative. It essentially tells customers, “You should buy this phone instead of someone else’s because,” then lists a string of key factors in any handset buyer’s decision-making process.

What does that decision-making process look like for your product? Think about it, and ensure you make it clear to your customers that what you’re selling meets their needs.

#2. Your Customer’s Need Could Be Emotional

According to Psychology Today, research reveals that the emotional response of a consumer toward an advertisement has a greater impact on their intent to buy it than the information contained within it.

Coca-Cola is one of the many companies taking advantage of this, building its recent marketing strategy heavily and openly around emotion. The “Taste the Feeling” campaign places little or no emphasis on what the product actually is, instead featuring ads designed solely to link the brand with positive experiences.

Information still matters, of course, and in some markets it will always rule the roost. But often, especially where it’s difficult or impossible to convey a genuine unique selling point of the product, triggering the right emotional response is the key.

If consumers associate your brand with positive feelings like happiness or pleasure, they’re far more likely to invest in your products.

#3. Two Heads Can Be Better than One

Most companies carry out advertising campaigns and marketing work alone. Commercials tend to be for a single product; if an advertisements features two products, they’re almost always from the same brand.

But going it solo isn’t the only way. Intel, for example, often teams up with computer companies to promote their chips – an approach which has turned the company into a household name, and turned an Intel chip into a must-have for many computer buyers.

Teaming up with another company has numerous benefits, including closer ties and maybe even favorable terms – and through the association, the good reputation of each company can rub off onto the other.

Consider who your suppliers and vendors are, and think about products that complement yours. Let’s say you’re marketing a torch – might a battery-maker be interested in covering some of your costs to be included in your promotions?

#4. Different Can Be Better

Certain products and services tend to be advertised in certain ways, and you may feel under pressure to have your own marketing follow the established formula. But you really shouldn’t, because doing something different can and often will make you stand out from a crowded pack.

Advertisements for male shaving products tend to feature an attractive man, either using or having used the product. Often, an attractive woman will appear soon after and respond in a positive manner.

There’s nothing wrong with that. Being more attractive is the main reason why men use shaving and grooming products, so this sort of advertising makes sense – it appeals strongly to the correct emotions.

But the Dollar Shave Club went against the stereotype in its breakthrough marketing campaign – there wasn’t a bathroom, mirror, model or blade in sight. The result was one of the most successful small-business viral advertisements of all time.

Great campaigns are the ones that stand out the most, often by being very different to others produced by the same industry. So don’t be afraid to try something a little bit unusual – there is always more than one way to sell.


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

Free-trial-button

Delivering an Enhanced MailChimp “Chimp-Igration”

MailChimp-New-Release

 

In a world filled with slick digital advertising campaigns, podcasts, glossy brochures, etc., there’s something comforting about a clean and friendly e-newsletter filled with bite-sized pieces of information that are easy to scan and take in. We agree, which is one of the many reasons we’re making the process of leveraging the power of MailChimp more sophisticated with our enhanced MailChimp integration (chimp-igration)

With these enhanced features you can now:

  • Send one to one emails to communicate with your qualified leads
  • View MailChimp campaign statistics for a contact’s or lead’s lists
  • Import MailChimp subscribers as leads or contacts from your campaign lists or list segments
  • Export contacts or leads from Insightly to your MailChimp lists
  • Update MailChimp member information with your CRM data

According to a newly released Bredin Report, SMBs consistently rate email newsletters highly as a way to engage with their vendors. 25% rate email newsletters highly or very highly as a way to get business management tips and advice, ranking newsletters fifth out of the 19 different content formats we surveyed.

Other Bredin research has found that SMBs rate email newsletters third out of 33 different information sources to learn about new products and services for their business. If you aren’t yet taking advantage of the Insightly/MailChimp integration, mabye it’s time to re-think your customer outreach strategy and introduce a newsletter.


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

Free-trial-button

Next & Last Activity Dates

We know that it’s important for you to know the last time you interacted with someone and the next time you’re planned to get in touch with them. So, we’ve added next and last activity dates to each lead, contact, organization, opportunity and project. This improvement is extremely helpful in that it allows you do a couple of things:

  • You can run a report or a filter to identify leads, contacts, organizations, opportunities and projects that haven’t been interacted with in the last 7 days or whatever time frame you specify.
  • You can run a report or a filter to identify leads, contacts, organizations, opportunities and projects that don’t have a follow up task or event.
  • And, once you’ve identified these items, you edit them in bulk to ensure they are receiving the attention that they need or are closed out.

Activity_dates
In case you’re wondering, this improvement is available on all plans and for all user types. Learn more about it in our help articles. If you like this update, be sure to like and share it on social media!

Restore Items from Insightly’s new Recycle Bin

Have you accidentally deleted an item or a bunch of records and want to recover them? We understand that everyone makes mistakes, so we’ve built more forgiveness into Insightly by giving you the ability to restore accidentally deleted data from your account using a recycle bin.

RecycleBin-Contacts

With Insightly’s Recycle Bin, you can restore deleted items in a jiffy. For up to 30 days, users can recover items from their recycle bins by selecting the items they want to recover and clicking “restore items” as shown in the screenshot below.

RecycleBin-AllDeletedItems-Restore-MarkedUp

You can also search the recycle bin for a specific item that you may have deleted by using the search bar in the recycle bin. And, if you want to see your deleted items or all deleted items, you can do so by clicking “My Deleted Items” or “All Deleted Items”.

RecycleBin-AllDeletedItems

And, in case you’re wondering, the recycle plan is available on all accounts and for all users. Learn more about the recycle bin on Insightly’s support site.

How to Unplug Without Panic

UnplugHow many business professionals are simply too afraid to take a vacation because they’ll miss too much when they’re gone? We all know that workaholic who just can’t let go of control, and sadly, they’re not alone.

A CareerBuilder survey reveals two in five employees work outside traditional office hours, and one in four check on work activities while with friends and family. These tools and tips will make stepping away from your work for a few days a little easier. You’ll be able to unplug and step back without falling behind while you’re not watching over every detail.

Email Autoresponder

As soon as you know you’re leaving the office for a few days, your first instinct is to say, “Eh, I’ll handle email from my phone while I’m away, no big deal.” While there’s nothing that says you can’t check your email while you’re mobile, you’re not really unplugged. So, here’s what to do instead.

Setup your email autoresponder to say something along the lines of:

“Hi,

I’m out of the office from [X date] until [X date]. While I may be able to respond to your message during this time, I can’t guarantee my usual response time. If you have an issue that requires immediate assistance, please contact [name of another associate who can help in your absence] at [email and/or phone]. I will be replying to email when I’m back in the office.

Thanks,
[Name]”

Now you can look at email if you want to, but you’re under no obligation to do so. Make sure the associate who’s helping you knows to only reach out to you in situations where there’s no one else who can help.

Be sure and turn off email notifications on your phone, so you don’t see or hear when they come in.

Email Scheduler

Are there emails that absolutely have to go out while you’re gone? Any responses you need to have ready to go? That’s where an email scheduler like Yesware or Boomerang for Gmail comes in handy. If you promised a client you’d contact to them by a certain date and it turns out you’ll be gone then, you can set up the email in advance so there’s no issue. Or, if you’re already an Insightly user, you can schedule emails to go out in advance right from within the CRM.

Social Media Scheduler

Social never sleeps, and thankfully, there’s no shortage of apps and scheduling solutions to choose from. If you’re a B2B marketer, use Oktopost to schedule your social media posts in advance. If you’re in the B2C marketer, you can use Buffer, CoSchedule, or Hootsuite. It’s no substitute for live interactions with your followers, but it will keep your pages and profiles active while you’re gone. You can always catch up when you get back. Or, use these tools to pass the social media management baton to a colleague while you’re gone.

Block Distractions

There’s an app for that! Freedom works to block the Internet, social media, and apps. It works for iPhones, iPads, Macs and Windows computers. You can set limits and your device won’t let you waste time on social, or even connect to the Internet when you should be relaxing on vacation. Get the same app for Android users here. As a bonus, it will even work for your Kindle.

Many phones have a “Do Not Disturb” mode, where you can set the hours you want to block calls and notifications. Don’t worry – you can set it up so you can still get calls from family members in case of emergency. Use it – block all notifications and calls from work while you’re on vacation.

Unplugging on vacation, and even at the end of your workday has numerous benefits. You’ll get some time to recover from stress so you can recharge for the next day. As much as you’d like to think it does, multi-tasking doesn’t work, so why not just enjoy the moment? And, without the blue light exposure before bed, you’ll sleep better, too. Fight the urge to maintain control and trust someone else to take the reins while you take a break. It will be okay – we promise.

 


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

Free-trial-button

Xerocon San Francisco

Accounting-CRM-Integration

 

Xerocon in San Francisco will be held from Aug. 15 through Aug. 17 at the Pier 27 Cruise Terminal, and Insightly will be attending as a bronze sponsor. In case you’re not familiar, Xerocon is an accounting conference for leaders in the cloud accounting market. Throughout the three-day gathering, attendees will hear from some of the most prominent industry leaders about numerous topics related to Xero.

Attendees will learn about new and innovative ways to expand their businesses, receive expert advice from accounting professionals and have a chance to network with peers. The program includes four tracks and more than 30 speakers, and will draw hundreds of innovative accounting professionals. Sessions will cover an array of topics that are largely related to accounting but can be applied to a number of areas within a business. These include updates from Xero product leaders on what’s coming soon to the Xero platform; why Xero’s open API is important to companies; putting automation tools to work and speeding cash flow; and capitalizing on cloud computing.

The accounting software is designed specifically for small businesses and runs completely online, so users can access the program whenever they need to. Bank statements are automatically imported and categorized within the application, enabling companies to see cash flow in real time. The software, which supports basic accounting functions such as invoicing, paying bills, sales tax returns and reporting, can be used collaboratively between various departments.

CRM: a natural fit for the accounting industry

One of the reasons we value this event is that accounting and CRM are in many ways a natural fit. A company’s invoices and bills reside in Xero, and its prospects, clients, and partner information reside in Insightly.

With an Insightly-Xero integration, companies have a more complete picture of their business—from the communication with a prospect, through the sales process, to invoicing and finally to payment. Users can specify which users have access to Xero information, and the sales team can create Xero invoices from the Insightly application.

Financial information such as invoicing and payments for sales can be monitored from within a CRM application.

Because of this link between accounting and CRM, Xero integration has become vital to improving user productivity. Integrating our product with Xero gives customers the ability to view Xero information from within the Insightly CRM product, copy data between the applications and create invoices. In general, this provides customers with a more holistic view of their business.

Customers have told us about the benefits they’re seeing through integration with Xero. These include:

  • Eliminating some of the software programs needed to run their business
  • Providing support and sales staff with a better understanding of the monetary activity with a client
  • Delivering time savings, more transparent workflow, and more efficient record keeping.

If you’re going to Xerocon, send us a Tweet.

 

insightly_xero (1)


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

Free-trial-button

Surf’s Up!

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 how to improve your sales processes, and a tip on improving your life. Enjoy this week’s tips!

tips on tuesday logo 198x194

 


tip-for-insightly 60x58

Cloning An Activity Set

When you create an activity set, you may want to duplicate the activity set to create a variation of tasks and events or back up the original set before you made any changes. Cloning your activity sets is a great way to customize your account as you get to prioritize your sets to your own preference. Keep in mind that cloning does NOT automatically change the connection to the Pipeline stage, you will have to manually change the Pipeline in your System Settings accordingly. 

Here’s how you clone an activity set:

  • Log into Insightly, navigate to your System Settings and find “Activity Sets” in the list.

2016-07-29_09h38_24

  • Look for the activity sets you would like to duplicate and click on the Clone Activity Set icon next to the field.
  • Now, you are able to name your duplicate activity set and save it.
  • The new activity should appear in your list and you are able to edit it at any time.

2016-07-29_09h33_20

 

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.


tip-for-biz 60x58

Complexity Beats Size

In order to make your business grow, you need your employees to grow and develop their abilities. Leadership comes with responsibilities, so continually challenging oneself is crucial to becoming a better leader. 

mountain

According to Claudio Fernandez Araoz, author and senior adviser of Egon Zehnder, challenging your employees with complicated situations will help them grow in their roles. He states that “The fact is that giving people bigger jobs with fancier titles and larger salaries won’t make them better. More complex assignments will.”


tip-for-life 61x58

Surf Faster With These Shortcut Keys

Don’t you hate it when you accidentally close a tab that you still needed? Many of us have encountered this problem ever so often, and we are all too familiar with the struggle of having to scroll through your history to find the page where you left. But what if I told you that there were keyboard shortcuts to reload the closed tabs instantly? 

Remember these shortcuts and save yourself some time and frustration!

2016-07-29_09h38_24

  • Open new Tab: CTRL + T, Mac: Apple Key + T
  • Reopen closed tab: PC: CTRL + Shift + T, Mac: Apple key + Z
  • Close browser instantly: PC: Alt + F4, Mac: Apple Key + Q

Pssst. Check out these cool keyboard coffee mugs 


Time Is Money

A big mistake that salespeople often make is that they wait too long with responding to online leads, which can result in a big loss.

According to the Harvard Business Review, sales people who reach out to leads within 1 hour are 7 times more likely to qualify than those who wait 1 to 2 hours. Salespeople who reach out to leads within 1 hour are 60 times more likely to qualify than those who wait more than 24 hours.

2016-07-29_09h38_24

There is a significant difference that lead response time makes is, and the customer perception and interest is dramatically impacted it. Remember, speed matters. So reach out fast!

 

Check out Insightly’s features and plans on our pricing page or sign up for a free trial of the best CRM around.Free-trial-button

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.

J-ShaoAbout the author: Joyce Shao is currently a Marketing Intern at Insightly and is pursuing a Business Management Economics major at the University of California, Santa Cruz

12 Ways to Enable Personal Change in Your Life

Growth-Change

Try as you might, there’s no way to avoid change. In fact, it seems that change is the only constant in life. Instead of resisting change, it’s better that you embrace it and learn how to roll with the punches. Besides, when we make a change in our lives it makes our lives more enjoyable, exciting and fulfilled.

The hardest part about making a change is taking that first step. We can achieve, accept, lean into and profit by change if we will follow these 12 techniques:


1. Select a goal.
What do you do when you’re driving somewhere unfamiliar? You probably put the address in your phone and get step-by-step driving directions. Goals are kind of like your GPS. They provide directions for how to get from Point A to Point B. For example, if you wanted to lose weight, you would first determine how much weight you want to lose, a time frame of when you want to have the weight gone, and what steps you’ll need to take to make this worthy goal a reality.


2. Create a dreamboard.
What dreams and aspirations did you used to have? For me, it was a becoming a professional baseball player. I even used to go outside and visualize that I was the starting right fielder and would toss baseballs in the air and then chase them. It was so easy to dream back then. I was a pitcher for many years and the pressure was tough. I wanted to be in the outfield.

Along the way, having dreams like that disappeared. And, suddenly the possible seemed impossible. The thing is, you can rediscover that magic by creating a dreamboard. It’s essentially the same thing as setting a goal, but it’s a visual representation that can help activate the Law of Attraction (which states that you can program your mindset to actually attract things and situations into your life).


3. Be appreciative.
Not that long ago I was finishing up some work on Saturday night. Once I was all caught up I went through my social accounts. While I was at home working, my “friends” were out to dinner, at a concert, or on a vacation at some exotic location. I’m not gonna lie. I was a little jealous.

That feeling quickly washed away after I sat down and watched a movie with the love of my life. There was no other place I would rather be.

It’s easy to get consumed by all the things that we don’t have or the places we’ve never been. But, instead of getting envious, take an inventory of all the things that you’re appreciative for. It definitely puts everything in perspective when you focus on what you have, as opposed to what you don’t have. Start making a “being grateful” habit.


4. Make lots of choices.
Kurt Carlson, Ph. D., writes that the “only way to realize positive change in your life is by making choices.”

We choose everything from minor daily actions, like what to eat for lunch, to bigger life-changing decisions, like the house that we’re going to purchase. Being aware of these choices can assist you in making a change. Carlson uses an example of a middle-aged man who always takes the elevator instead of the stairs. Once this man realizes that he is choosing to take the elevator he can then begin to look for tricks to help him ultimately pick the stairs. But even with taking the stairs it takes some planning. You have to get to work a few minutes earlier to take the stairs. Deciding to get to work earlier is a change and a choice.


5. Take action.
Sitting around complaining that you gained 10 pounds isn’t going to help you magically lose that weight. You have to take action. Whether it’s joining a gym or trying out a new diet, you’ll never make those changes in your life until you make a choice – just do it.


6. Overcome easy obstacles.
In the scheme of things, losing 10 pounds is easy, as compared to getting over being an introvert. To help you accomplish these smaller goals, you can take simple measures or steps to overcome them.

For example, get the junk food out of the house and stock your kitchen with healthier options like fruits and veggies may be a step that helps you. This way you can have a healthy snack whenever you’re hungry. It’s a small, but important decision, and an action step that can help you with losing weight. Look at your other goals and see what bite size pieces you can take as a step to get where you want to be.


7. Let go of regrets.
We all have regrets in our lives. The problem is that eventually these regrets hold you back from moving forward.
Find a way for yourself to let go of these regrets so that you can stop looking backwards. Whether that’s writing these regrets down on paper and burning them, forgiving yourself for past transgressions, or turning those “shoulds” into goals, you have to let go of regrets before you can go forward. I found advice in a book one time that said when you make a error to do three R’s. Reflect on what you did, then Reboot yourself to do better. Lastly, Reject anymore of the negative thoughts about that regret.


8. Get comfortable in your skin.
Most of us are self-conscious about one of our physical features. The funny thing is, most of that self-consciousness is in our heads. Learn to accept your flaws. If you can’t get past it, then look for ways to rectify the problem. If you feel you’re out of shape, then start working out. If you can’t stand your hair, go to salon and try a new hairstyle. If you’re tired of not getting compliments on your appearance then purchase new clothes and fix yourself up in some way. Be something worth complimenting.


9. Reframe your problems.
I hate to be the bearer of bad news. But, we all have problems. Furthermore, it’s not these problems that are preventing you from enjoying your life or chasing your dreams. It’s using these problems as an excuse or a crutch to not break free from your comfort zone. As Tony Robbins says, “See things as they are but not worse than they are. Your problems are really just invitations to step through fear.”


10. Act like a kid.
As I was leaving the grocery store one day I had the sudden urge to “skate” across the parking lot with the cart. I used to do it all the time as a kid, but never as an adult. Instead of over-analyzing it, I just did it. It was exhilarating. I felt free and didn’t have single care in the world for a long glorious moment. Sometimes we just need to stop acting like an adult and revisit the things that we used to enjoy as children. It’s a great way to put a smile on your face, as well as push aside anxiety and worrying about what others think.


11. Surround yourself with the right people.
The people that you surround yourself with have a major influence on your life. For me personally, I have one friend who is a homebody and prefers to stay-in and watch movies on his incredible home theater system. That’s fine when I just want relax. But, he’s not going to be the person that can challenge me to get out of my shell.

For me to pull myself out of a slump, I turn to another friend who is spontaneous and adventurous. I never know what to expect when we hang out. But, I will say that just by spending time with him I’ve learned how to let go of many things, and I’ve learned to try some new adventures I never would have done without this friend. You can also be that friend for someone else.


12. Keep learning.
Finally, try to learn something new each and everyday. You can keep track of them like I do by blogging. Whether that’s talking to an elder who can give you a first-person history lesson, learning a new guitar chord, or experimenting with a new Japanese dish, learning something new each day helps us grow as a person and makes us more knowledgeable and innovative. My new goal to learn Chinese is not going to happen by itself. I will have to apply all of the above 12 techniques.


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

Free-trial-button

 

John RamptonJ-Rampton is an entrepreneur, investor, online marketing guru and startup enthusiast. He is founder of the online invoicing company Due. John is best known as an entrepreneur and connector. He was recently named #3 on Top 50 Online Influencers in the World by Entrepreneur Magazine.