So, You Wanna Be a Closer?

A Plethora of Information Available in the Insightly Help Center

Did you know there are 4 ways to find answers in the Insightly Help Center?

Read our help articles. Our official help articles are a great reference when you need an answer immediately. Use the search bar and we’ll suggest matching articles as you type or click the Help Articles link from the home page to access our entire library.

Watch how-to videos and webinars. Click the Videos & Webinars link on the home page to view our short instructional videos or take a webinar tour through Insightly. If you’re on a paid Insightly plan, when you’ve logged in you’ll see a list of live webinars on this page that you can attend.

Ask a question in the Community. Insightly team members and Insightly Heroes are in our Community to answer your questions and share their tips and best practices. Click the Community Discussions link on the home page and join the conversation!

You can ask a question by clicking the +New post button* or use the search bar to find answers in existing Community posts.

*Sign in note: You’ll need to sign in or create a Help Center account to post a question or leave a comment. If you’ve never opened up a Help Center account please use the same login email you currently use to log in to Insightly. If you’ve forgotten your password click the reset password in the Sign In page.

This week’s tip was provided by Brenda Law. Brenda is Insightly’s Community Manager. She has more than a decade of experience building engaging online communities and product awareness programs at companies like Yahoo and Netflix.

To save time when you have to hit the the ground running for a last minute business trip, I keep a suitcase partially packed – with a full toiletries kit, snacks, notebook, pens and business cards always. When you back from one trip,  repack the basics – pajamas, under-things, shoes. Then, you just have to top it off with some business clothes and you’re out the door every time.

Awesome Apps for Daily Communication

Time saving tips are essential for every business owner. Here are a few awesome apps that will help streamline your daily communications:

Addappt. This app gives your business associates — and friends and family, of course — the ability to update their contact information in your address book, provided they also use Addappt. You can also organize contacts into groups and send messages via the app, which is free for both iOS and Android users.

Fuze. Fuze is a videoconferencing app that hosts online meetings for all devices and operating systems, including new versions for iPads and tablets, such as the Samsung Galaxy. It offers high-definition video and crisp audio, and it’s easy to set up and free to download. Small-business owners can contact the company for custom pricing.

Pushover. This app is a game-changer for well-connected small-business owners with more than one phone or device. It sends push messages to any smartphone and organizes messages and notifications from your devices in one common space. You can send 7,500 messages each month and receive an unlimited amount of notifications on Androids, iPhones, iPads, Apple Watches and all desktops. It comes with a free seven-day trial, then requires a one-time $4.99 purchase.

Discover more about awesome apps that will make your work week run smoothly.

Say What?! You Didn’t Close the Sale! – Find Out Why

There are no salespeople who have a 100% close rate. None. But there are also deals that salespeople lose that they shouldn’t. The best salespeople know how to learn from their mistakes and adjust accordingly, while everyone else keeps doing the same thing while hoping something breaks their way.

You didn’t follow up (enough)

It takes between 8 and 12 contact to close a deal, but most salespeople only follow up once or twice before moving on. Whether it’s because of time constraints, or laziness, lots of deals that could be closed are getting left on the table. Spiro can help you follow up by letting you know which actions to take that are most likely to result in a closed deal, so make follow-up a top priority.

You tried selling to the wrong person

Not all prospects are created equal, but you wouldn’t know that if you polled a bunch of salespeople. There’s selling to the wrong person because they’re not the decision maker, whether it’s a husband without his wife, or the wrong executive at a large firm. Then there’s selling to someone who isn’t even in the market for your product. All of this can be avoided by qualifying the prospect with the right questions up front, rather than just crossing your fingers and hoping for things to work out.

You made it about you

This might be one of toughest mental shifts for salespeople to make, but when you’re talking to a prospect, you need to remember that it’s all about them, and not about you. Your goal should be to find out what they want, what makes them tick, and how you can solve their problem. Who you are and what you can do for them only comes secondary to who they are and what problems they have. Remember that the next time you pitch a prospect and you’ll get much better results.

 Read more insights about why you may have lost the deal on the Spiro blog.