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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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Troubleshooting Tips for Importing Information in Insightly

Here’s a tip for anyone who may be experiencing an importing issue. Try these 3  troubleshooting steps below. The majority of cases we see fall into one of these buckets.

  1. Change your file to a Comma Separated Values (CSV) format. There are many versions of excel that format things differently and cause importing issues.
  2. Drop a sample of your import file into a notepad. Your file should not contain:
  •    Semicolons
  •    Extra commas
  •    Invisible characters
  •    Symbols (e.g. $, %)
  1.  All dates should be in DD/MM/YYYY format (e.g. 15-Sept-2016)

No-More-Spreadsheets

Let us know your importing troubleshooting tips!


This week’s tip was provided by Nora Dunn. Nora is an Insightly customer support expert who helps businesses make the most of the Insightly CRM platform.

 

 

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De-Clutter Your Desk, Save Your Inner Calm

Clutter is extremely stress-inducing. A messy desk can make you feel overwhelmed and anxious, so clear those papers, throw out those old paper coffee cups, and feel that heart rate go down.

Clutter

According to Coffivity.com, research has shown that people struggle to be creative in a quiet atmosphere, similarly, they also find loud workspaces distracting.

 

 

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Shifting the Heat

The long, hot days of summer are waning in the Western hemisphere. Here’s a great tip for staving off that skin scalding sensation when you grab the gear shift (automatic or manual) at the end of a long summer’s day.

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Slip a Koozie cover over the gear shift and your commute experience will be a whole lot cooler.

 

Do Your Prep Work

Early in my career I went on a sales call doing the usual amount of prep work to hold up my end of the conversation, expecting that the prospect would have prepared something of their own.

Preparedness

I was wrong. They had nothing. They wanted me to direct the whole thing. Luckily I pulled it all together and sailed the ship through for both of us, but it could have been avoided if I had done one simple thing: confirm the meeting.

Meeting confirmations aren’t just another box to be checked on your to-do list. They’re a huge opportunity to influence your prospect or customer. Read more practical sales tips at Spiro.com.

 

 

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.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.