Insightly Insider Discussion–Getting Paid on Time!

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Join us on Wednesday, August 10th, at 11:00 a.m., PDT, when Xero’s  Inbound Marketing Specialist, Sarah Chung, shares her tips and tricks for getting paid faster. “Invoicing can have a lot of moving parts, and managing interactions with current and future customers, and understanding other opportunities to grow sales takes a ton of time and effort,” says Sarah. “So, why not spend less time worrying about when you’re getting paid, and more time growing your business!”

In this multi-part discussion, Sarah will cover:

  • The four most challenging aspects of invoicing
  • Recommendations for getting an invoice paid
  • How to get paid faster
  • Spend more time doing what you love

Join the conversation and get yourself on the fast track to getting paid on time!


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.

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5 Ways to Create All-Star Content for Your Brand

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Ah summer…sunshine, green grass, fresh air, and of course BASEBALL! It’s America’s national pastime!

As marketers, you might be struggling to hit a home run in the slower summer months. Sales can lag in this quarter, as folks pack up their bags and the office and hit the road for summer vacations. Once you’re past the start-of-year, over tax season, and haven’t hit the holiday and end-of-year rush yet, you might be feeling the long lazy days of summer hitting your bottom line.

So what can we learn from the “boys of summer” to keep things fresh, and make sure you’re hitting home runs with your customers and not striking out. Keep batting a thousand and keep your customer experience out of the park.

1. Keep Content Current
Focus on current events, stay up on industry trends, keep tabs on your customers and know what’s going on. One game can rarely make or break a team in baseball (unless it’s the World Series), but cumulatively a series of losses add up. Stay up on what’s going on and don’t let a miss cause you a big loss.

Organize your customer data and track leads, sales, and points of contact regularly. Reach out to customers consistently with targeted communication. This might mean keeping your social media content fresh, regularly posting to your blog, and engaging with customers online. Respond to customer feedback, and keep your content relevant and up-to-date.

On the same note, if you’re hitting a slump when it comes to marketing ideas, focus on what’s going on in the world around you. With current events (Olympics, election, sports and trends) you can easily pick and choose content that touches on the pulse of what’s happening in the world.

While you should avoid sport-industry-level controversy, of course, mentioning current events helps customers realize you are timely and in the know (and can boost your SEO and trending topics).

2. Know Your Stats
They say baseball is a thinking man’s (or woman)’s game. It’s a game of statistics. Incremental returns and cumulative scores add up into a series of wins or losses. Your analytics are your own personal statistics. Many of us avoid our analytics because they can be intimidating, or even – well, let’s face it – boring. Learn to understand the story and you can find your stats to be just as riveting as any MLB All Star.

Your analytics reflect your customers’ experience. They can tell you what’s generating responses and what’s being ignored. Data paints for you the ways your customers are interacting with your content and reveals what searches lead them to you.

Watch for trends. Watch for marketing efforts that get clicks, shares and engagement, and keep going with similar content. Ask for customer feedback and keep your eye on satisfaction and customer happiness. Customer satisfaction matters in all industries, including baseball.

3. Save Your Closers for the Final Inning
When you’re in the bottom of the ninth and the bases are loaded, your entire team looks to the closing pitcher to make or break the game. In your business, when you’re at a make or break point, whom do you look to?

What member of your team is the closer? Not just in sales, but the team leaders who can rally and do what it takes to keep you on top of the game? Those people are your leaders. They are the employees who should be treated like gold.

Typically, your all-star team members are the ones on board with the company’s vision. They understand the big picture, and are in it for the best outcome for all, not just themselves. Find the employees you can rely on and who are loyal and honest. Keep those hardworking visionaries happy. Put them in the bullpen and bring them out when you need them to throw some strikes. Take care of them, and they’ll take care of you.

4. Know Your Competitor
When a visiting team comes to your stadium, you know their stats. You’ve studied the talent on their team, and pick your best players who can go head-to-head for the win. Know your competition just as well as you’d know the opposing team. Don’t keep your eyes focused on the dugout, worry about the game at hand, but know what your opposition brings to the table and plan accordingly.

Study industry news on your competitor’s successes and failures. Keep a handle on what they’re doing well, and what areas you excel at. Play on your strengths and learn from theirs. If your competition has great customer service, then it might be time to focus on building your customer experience. If your competition has great social media presence, then maybe it’s time to bolster your own.

At the same time, if you are known for your ability to deliver on a deadline, or your attentiveness to the individual customer, don’t scrimp on your strengths to compete with another company. Play up the things you do well, and work on the areas that need attention.

5. Rely on Your Fans
When it comes down to it, the things that make a baseball team truly great are the fans. Sticking it out through inning after inning, flying out of state for spring training, jotting down the stats in their notebooks as they sit in the stands with their baseball mitts. True fans are vital to the success of Major League baseball; just as much a part of the game as beer, hotdogs, peanuts and Cracker Jack.

Your customers should be your biggest fans. Loyal, repeat customers are your most valuable commodities. It takes years to build up a customer and seconds to lose one. Paying attention to the needs of your clients, being attentive and quick to address their concerns, and working hard to stay “on the ball” will keep you ahead of the game.

When summer is over and the season has ended, applying these lessons from America’s favorite sport can help you hit home runs in your industry all year long.


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

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How Pipelines Help SMBs Leap Hurdles Like an Olympian

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Every sport has an element of chance that’s impossible to predict. Outdoor games take place regardless of weather conditions, injuries are always a possibility, and many other factors could enter the playing field and swing the odds toward a given team. That’s why professional athletes train to deliver their best performances in any situation. There’s simply too much at stake to leave variables to chance – and for every pro sales team member, the same level of training, dedication and focus pays off.

When you nurture sales prospects through your company’s pipeline, planning in advance will help maintain a lead on your competition. Below are three ways to take a cue from the Olympics, up your sales training schedule and go the extra mile for your customers.

1. Know the course by heart.

When members of the U.S. Olympic track and field team take their starting positions in Rio’s first races, they’ll have memorized the course – twists, hurdles and all. Think of a sales pipeline as a racetrack. By outlining stages and milestones in a new customer’s journey and planning how you’ll benchmark progress, your team will be prepared to track new leads, assign activities, manage workflows and break records.

2. Connect with your audience.

According to McKinsey, 70 percent of buying experiences are affected by how customers feel they’re treated. Just like an athlete winning over new fans, make your customers feel special by connecting at every stage of the pipeline. Whether you’re capturing leads from your website, assigning them to sales team colleagues, converting them into customers or following up with reporting, invoicing and payment, establish a one-on-one relationship that wins over the customer’s loyalty.

3. Simplify the pipeline for your customers.

There’s a reason you’ll see nonstop Olympics coverage on nearly every media and social channel this summer. If following the 2016 Games required too much end-user investment, the Olympics would likely lose viewers and fans. The sales process is no different: when companies centralize prospect information, pipeline status and marketing efforts in one place, it makes being a customer feel like a breeze.

A customer relationship management (CRM) tool can be the unifying force your sales team needs to achieve its goals. Using a CRM to track and organize data as it moves through the sales funnel – and prospect information as leads turn into customers – ensures that every member of your sales team has access to assigned tasks, scheduled events and critical milestones. That level of organization can be a game-changer for a company of any size, but for a small business, CRM can be the difference between placing in the Olympic qualifying trials and bringing home the gold. That’s why Luke Freiler, CEO of Centercode calls his CRM solution a “strategic asset” and its results for the company’s sales pipeline “invaluable,” and why AR&L Managing Director Alex Rhodes notes that her company’s client base increased by 200 percent when it began using a CRM.

Start creating sales opportunities with your pipeline today.


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.

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Business In Your Pocket

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 running your business, a tip on using Insightly CRM, and a tip on improving your life. Enjoy this week’s tips!

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Using Projects in Insightly

Project Management is one of the unique features in Insightly and allows you to create projects for managing workflows outside of sales, such as:

  • 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.

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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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Carry Your Business In Your Pocket

Take your business to the next level by developing a Mobile App for your small or medium-sized business. This might sound time-consuming and costly, but it’s going to set the foundation for the future of your business and contribute to your success. How?

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  • 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.

 

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Smelling Soapy

Always on the go but never have the opportunity to do your laundry while you’re away? No one likes smelly clothes, especially not when they have to carry them around for a while. Here’s a simple tip that will make your travelling less stinky.

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.

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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

Are you looking for ways to improve your ways of interactions with customers?

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,”

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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.


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.

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.

What Does Pokémon Have To Do With Salespeople?

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If you’re a sales manager, there is a good chance you were so busy building your career that you missed the craze of Pokemon when it first came out. But unless you are currently living under a rock, there is no way you have missed all the buzz about Pokemon Go. Are you aware of how insanely popular it is? According to Time Magazine, it’s “[b]igger than Tinder and on its way to smashing Twitter’s “daily active users” ceiling.”

I bet if you surveyed your sales reps, the majority of them are already to Level 3. Take advantage of the madness and encourage your team to creatively sell more by using Pokemon Go.

What Does Pokémon Have To Do With Salespeople?

Your first reaction might be “I’m so busy trying working with my team to make their calls and follow-up with prospects, why should I encourage them to play a GAME?”

But when we asked the users of Spiro, our personal sales assistant, a top 3 challenge for all salespeople is finding enough prospects and leads.

They can use Pokémon Go to bring leads to them! I know it sounds crazy, but it really works. Here are 6 tactics that you can have your sales team try today to increase sales.


1. Use “Lures” in Pokémon Go to Bring People to Them
For a small cost your salespeople can create what is known as a lure near you, or near your shop / place of business. This essentially attracts Pokémon, who then attract customers. Here’s what one store manager wrote on Reddit: “As a manager for a store PoGo is f-ing amazing. SO. MUCH. FOOT TRAFFIC. Time to invest in some lures.” So if your team is selling in a store, automobile dealer, etc., have them go and create lures.


2. Bring Product to Pokémon Gyms
A Pokémon Gym is a place where users can fight other users’ Pokémon to make them stronger. You can only use Pokemon Gyms once you are at Level 5, so even suggesting this tactic will create some side competition amongst your team to try and get themselves to Level 5. Suggest your reps find a Gym in the app and then physically go there with some product swag to network with potential buyers.


3. But Wait, My Team isn’t In Retail…
At your next sales meeting tell your team this story, “A sales buddy of mine — Tim — had been trying to break into an account with minimal success. So he went out and created a Pokémon lure in their company’s parking lot, and then watched as coworkers poured out of the building at lunchtime to use Pokémon Go. Guess who he chatted with? Their CFO. Not bad considering he was never able to get him on the phone before.” Highlight to you team that they can use the app for internal networking as well!


4. Have Reps Use Pokemon for Rapport Building
You may be thinking that your company’s prospects couldn’t care less about Pokemon. But considering that over 10% of the US population is playing Pokémon EVERY DAY, I’m sure some of your team’s contacts do care. Suggest to your salespeople that talking about Pokemon could be a good way to build rapport and expand their relationships.


5. Get Their Creative Juices Flowing!
Tell your team to use Inc Magazine’s suggestion to “Take in-game screenshots and post them on the social-media platforms where you’re active. Use hashtags like #pokemongo and #pokemon to get the message out to your potential new customers.” Let your reps have fun with it and get start thinking outside of the box.


6. Encourage Them to ACT NOW!
There is no doubt that the Pokémon craze will fade away. Make sure your salespeople take full advantage of this trend while it’s hot, and don’t forget to share your success stories in the comments.


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.

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Headshot Cropped 426Adam is the co-founder and CEO of Spiro Technologies. He is a natural sales leader with a mission to help salespeople make more money using artificial intelligence — or any sort of intelligence for that matter.