Tail of The Tape

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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Deleting Your Insightly Calendar from Google Calendar

To remove an Insightly calendar from Google Calendar

  • Open Google Calendar.
  • Click the gear icon in the upper right.
  • Select Settings from the drop-down.g-calendar-1

 

  • Click the Calendars link in the upper left. This will display your list of calendars
  • Click the Unsubscribe link to the right of each calendar you want to remove.

 

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If you are using Insightly’s calendar sync feature, you will need to turn off the sync from the User Settings > Google Sync page. See our calendar sync article for a screenshot of this setting.


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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Lights, Camera, Headshot

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Putting your best face forward–literally and figuratively–can make a big difference in presenting yourself as a polished business person. Before you head over to the studio for your professional headshots, here are some wardrobe tips that will help you look sharp:

What to Wear – Women

  • Avoid big prints and busy patterns
  • Different necklines will change the apparent shape of your face. Bring a variety different shirts/blouses to see what works best
  • For a no-jacket casual look, bring various colored blouses – ideally darker than your skin tone
  • Be stylish and fashionable, but remember the picture is about your face and not your clothes or jewelry
  • Sleeveless tops/dresses can draw attention to your shoulders/arms. Consider bringing items with a variety of different sleeves

What to Wear – Men

  • The standard business look is a suit jacket, dress shirt and tie
  • A casual business look is often a jacket and open dress shirt, shirt and tie (no jacket), or dress shirt on it’s own
  • Polo shirts are a good look for some businesses. Be sure the shirt is in good condition and fits well
  • For a no-jacket casual look, bring colored shirts – ideally darker than your skin tone
  • A white dress shirt by itself is a bad idea – unless you plan to wear it underneath something (jacket or sweater)
  • Bring a few different jackets, shirt colors and ties so we have choices for the photo

 

 

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Tail of the Tape

Moving or packing isn’t a task favored by many. Save yourself time and frustration searching for and separating the tail of the tape from the roll by placing paper clips at the ends.

 

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How to Build a Competitive Advantage in Sales

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The best salespeople really prove their value when they’re faced with the challenge of selling a product that is virtually the same as a million other products out there.

What the most successful  sales reps do (besides using  Spiro) is find their own competitive advantage.

Back in the 80s, Michael Porter, a professor at Harvard Business School, wrote a brilliant book on this very topic. His main point was that to beat your competition, you have to either be cheaper than the other guys, or be different from them, thereby justifying a higher cost. It’s that simple.

Be the Best Option Available

Offering your customer the lowest price is often “option A”. But the first option isn’t always the best. Having a bargain basement price can make your product appear not just low in cost, but also low in quality.

Although this option is pretty straightforward – offer them the best deal – it’s not what I would recommend. The best salespeople show value even when they need to be creative to make it show. It’s more about having competitive advantage by differentiating yourself from your competition.

Provide Superior Customer Service

Let’s say you are selling something pretty basic, like ball bearings. To me, a ball bearing is a ball bearing is a ball bearing. If you can’t show your advantage by differentiating the product, then perhaps you can provide the customer with superior service.

Make sure you keep them informed of important dates throughout the sale, putting them in touch with the shipping department to ensure timely delivery. Question them on their concerns, so you can proactively alleviate any stresses they may have, and work to  provide them with the appropriate, thorough answers they deserve.

Read more tips on building a competitive advantage.

 

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.

Why Investing in Gratitude Pays Dividends in Happiness

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When you’re on that business hustle trying to get deals done, following up, getting disappointed and generally putting out fires, it’s exhausting. Business can get to the point where the humanity of it all is totally stripped out. A few months ago, all I was looking for was traction. I needed a lead, sale, or any sign that I was creating momentum for my business.

So I decided to do something really backwards…

Here are my preliminary results:

  • 5 dinner/lunch/breakfast invites
  • 50+ contacts responding to me (so far)
  • 8 babies born
  • 5 new sales
  • 4 new marriages
  • 500%+ happiness in my startup life

All because of a simple 20 word email.

I sent the email as part of an experiment to see if I could actually automate the process of manufacturing gratitude.

After so many years of hearing the platitude, after this experiment, I am starting to believe that gratitude is actually the key to happiness.

Here’s what I am going to do:

  1. I am going to show you the email.
  2. Break down how it’s connected to the secret of happiness.
  3. Show you how to use it in your life to generate a continuous stream of gratitude.

Before I go into in specifics of the experiment, if you’re short on time, check out the detailed instructions (w/ screenshots) and video tutorial I’ve prepared for you.

The Gratitude Email

Here is a screenshot of the email:

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Simple, right?

It wasn’t always that way.

I was going through a particularly down period. I was doubting myself and feeling my like I didn’t have much to offer the world. So I did something drastic.

I knew that my life was full of great people. So just to feel like I had something to offer, I told them why I thought they were great.

My first gratitude email experiment actually looked like the email below:

I would send the people I admired in my life unsolicited emails with the same subject line “Justified Effusive Praise”.

The responses were amazing.

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The responses were a tremendous boost to my mood.

As long as I sent one email a day, I would get these tremendous responses back.

The issue I ran into was discipline.

The emails were emotionally draining and sometimes took 10, 20, or 30 minutes to write.

The email was simple to write but not simple.

It was still work.

Gratitude emails: Why do they work?

Daily detailed emails of appreciation are a lot of effort.

So why go through the exercise of writing them?

Well, in a word: happiness.

Who doesn’t want happiness in their life?

My friend Gretchen Rubin has a hugely popular blog and New York Times Best Seller book called the Happiness Project.

Happiness is such a big deal that there are apps dedicated only to happiness like Happier.

This Gallop poll study says 70% of people are unhappy at work.

Think about this for a second. If you are the unhappy boss, you might be dragging the moral down in your company.

Most importantly, happy people tend to live better, longer, and more productive lives.

If you’re working in or on a startup like me, you might say being truly happy could be a key in unlocking huge gains in productivity and growth for your company.

Yes, I know there those of you who could care less about happiness and just want money.

 

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Long term, most of the research suggests money, prestige, and all the stuff you gain through achievement serve as temporary cheap highs that you keep chasing.

Okay, I want happiness. How do I get it?

When I was young I use think the whole gratitude leads to happiness thing was a bunch of BS. Turns out there is a lot of scientific evidence proving gratitude is the secret cheat code to creating long term happiness in our lives. Dr. Robert Emmons has done over 10 years of documented research on the effects of gratitude.

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If you want to get down and dirty with his findings, you can get his books “Thanks! How Gratitude Can You Make You Happier” and the remix “Gratitude Works!”

Here is one of Dr. Emmons’ biggest points on gratitude:

It’s IMPOSSIBLE to have true gratitude and envy at the same time

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  • Gratitude and envy are inversely related.
  • It’s like walking and stopping at the same time. Not possible.
  • So if you ain’t busy thinking about your competitor’s business then chances are you are grateful for yours.

So Why Do We Practice Gratitude so little, if it’s so good?

  1. It takes time

We’re busy. We are running around with our task lists on To-doist or your productivity app of choice. It seems like more than ever there is always something to do. We have trouble with trying to escape our business by watching cat videos. Now you want to me sit down and write in my gratitude journal? Please.

2) We get distracted. Those cat vids really suck our time. Along with our jobs, families, community obligations, and snapchat. Think about the last time you sat down and did work for 8 solid hours with no distractions. I’ll wait. Hard to remember right? Yep. We get distracted.

3) We take it for granted. Remember how excited you were when you earned your first dollar? How long did it take for the thrill to wear off? Not long. Now you want more.

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Ever heard of the Hedonic Treadmill? It breaks down this phenomenon really well. The hedonic treadmill concept says the rewards we seek quickly get replaced by new, more attractive awards in a continuous cycle.

In the other words, the next sexy shiny thing becomes way more attractive than original thing we salivated over. We’ve all been there in the hedonic cycle. We strive and work hard to get ‘that thing’ then it loses all it’s shine.

Quickly. The irony is we act like we had ‘that thing’ all along after we forget all the work put in to get it.

Right now my business thing is successfully launching Scream Club, a community to help startups master their stress and anxiety in the fall. My personal thing is creating enough income to go out on regular dates with my wife. I’m 1000% sure once I reach these goals, they won’t feel as special anymore.

Manufacturing Gratitude: The Simple Way

Let me break down my simple method of manufacturing gratitude.

Step 1. Pick a group of people

In my case, I found a little less than 200 friends/contacts that I had not checked-in with in more than 3 months. You can easily do this in Google contacts or your email address book of choice. Your number of people could be as small as 50.

Step 2. Add their names and emails to a Google Sheet

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Step 3. Use the Google Sheets add-on ‘Mail Merge with Attachments’ to draft a message

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Step 4. Draft a simple email message.

My goal was to use 10 words and I ended up using 20.

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Your message should sound like it’s coming from you.

If you copy my exact email, your results may vary.

Step 5. Make sure to add the {{First Name}} merge field in the email.

This way the mail merge will insert each person’s first name in every individual email.

Step 6. Send the message!

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Make sure to send a test email to yourself to make sure there are no issues.

Then click ‘Run Mail Merge’ to send all your messages.

The gift of manufacturing gratitude

For my skeptical fellow entrepreneurs, the gift of this practice of manufacturing gratitude is not just good feelings or even potential sales. I’ve learned that sending emails where the only ask is “how you doing?” is an act of gratitude itself. If you have leads or customers to email in the first place, you have something! If you have a kind word or simple consideration for another human being you are manufacturing social and emotional currency. You also create a kind of virtuous circle of gratitude.

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It was amazing to hear from business contacts with whom I didn’t have strong relationships. They write back with joy about their kids, getting married, or even getting personal things off their chest.

My sense is sometimes your leads or customers are not just looking for the ‘answer’ your product/service provides. Sometimes they just want permission to express themselves.

To be clear, I did get direct and referral sales from these emails. However, the reason I sent the emails was not necessarily to get a response. The act of pressing send reminded me I always have something to offer my contacts, leads, and customers.

If you’ve hit rock bottom in business (I have several times) or gotten stagnant, understand that you too have something to contribute.

Imagining the Possibilities

You can take this method of manufacturing gratitude to a whole other level.

Set it and Forget It:

Schedule your gratitude months and years in advance with services like Bananatag and Boomerang.

Take notes:

Using a CRM like Insightly, you can track responses and keep notes on what you should remember for follow-up conversations.

Re-engage your email list:

Email list services like Mailchimp or Converkit, will allow you to send your gratitude message to much bigger groups of people.


Follow Up: Try your own gratitude experiment

Want to replicate the effect of this experiment?
Here’s a step by step written and video tutorial I’ve recorded to show exactly how to implement manufacturing gratitude in your business.

 


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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Derrick Duplessy is Founder of Scream Club, a community to help startups master stress and anxiety. His Purpose Rockstar podcast with 50,000 listeners in 120+ countries shares the career stories of successful professionals around the world. He’s been featured in Boston Globe, NPR, and CBS talk show “The Doctors”. Check out more stress relief experiments here.

 

Insightly Grows With You: Creative Services Industry

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Creatives, like writers, graphic artists, and videographers, have to juggle a lot of details, especially if you are an independent contractor. Insightly’s CRM can make your life much easier.

We know what it’s like. When you first start, you have just a few clients and projects are easy to track. You create the thing, and you get paid for the thing. Simple. Then your business starts to grow. You make a name for yourself and recommendations start coming in.

Suddenly, you have half a dozen customers and each wants several pieces of content. Your business is growing, and before long, you’re in danger of losing control. Some customers pay your invoices right away, others pay weekly, twice a month, once a month, net 30, or even longer. Now you’re dealing with deadlines, invoicing, new business negotiations, edits…this is not what you signed up for.

Contact Management

Over time, your contacts grow. You have a client list, of course, but you also have other creatives you trade work with or hire. Writers need graphics, videographers need scripts, graphic artists need text for infographics. We all cooperate with others to some extent.

Networking is another critical component to your business strategy. To help gain attention to your work, you may want to build a network of influencers. When your work is published, an engaged network will help you promote it.

Integrate and Organize

Let’s be honest. Most creatives are anything but organized. While there are exceptions, for the most part, we are messy, chaotic, and distracted. That can make the administration part of business difficult. Who wants to chase payments when we can be creating art?

Insightly integrations are the answer. Having all your information and projects for each client in one place allows you to stay on top of all those details and still get your work done.

For example, you can:

  • Connect your accounting program to track invoices, payments, and tax obligations. Insightly integrates with QuickBooks and Xero.
  • Connect with your calendar to ensure you don’t miss client meetings.
  • Store your files in the cloud with Box, Dropbox, OneDrive, or Google Drive.
  • Automate your proposals.
  • Call or text via Google Hangouts from your customer record – so everything you need to know is in front of you.

Task Management

Managing projects is easy with Insightly’s task management features. Set milestones, deadlines, and schedule follow-ups to keep you on track.

As you grow, you’ll likely have to hire help. Task management and Insightly integrations will help you manage virtual assistants, ghostwriters, editors, and other creatives you need to finish your projects. Your dashboard will allow you to see everything you need to know about your projects.

You’ll also be able to track metrics. How long does it take to finish certain types of projects? Which customers give you trouble and waste your time? When an old contact gets back in touch, you can check your history together and decide whether to work with them again. Your data will tell you where to concentrate your efforts to make the most money in the least amount of time. And which projects suck up tons of time without paying very well.

Growing With Your Business

You may eventually outgrow a free account. Your ambition may be to manage a team of creatives, or even coach others on how to build their careers. You may land a giant contract with a major brand. Or you may branch out to related work, like writing a novel or becoming a speechwriter. Insightly scales up as you need it. No matter how big you grow, we’ll be there to provide the organization and support you need.

Want to know how CRM helps creative industry professionals grow their businesses? Download our free eBook! From Chaos to Control: How Insightly Helps Advertising and Media Companies Succeed. We used a third party survey service (TechValidate) to interview over 300 creative professionals to reveal how CRM specifically helps creative pros. Download the eBook now!

 


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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Join Us for Our September 21st Twitter Chat With Derrick Duplessy

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Join us on September 21st at 11:00 am, PST, for another Insightly Twitter Chat. This month’s guest is Derrick Duplessy, founder of the Duplessy Foundation and Scream Club—a community for helping entrepreneurs mitigate and manage stress. To honor World Gratitude Day, which also falls on September 21st, Derrick will be talking about creating deeper customer relationships, fostering a positive workplace, and specific actions businesses can take to encourage more gratitude within the workplace culture. He will be covering topics such as:

  • Where to look for inspiration
  • Why customer relationships are so important when starting a business
  • Ways that you can find more opportunity in your business
  • How gratitude helps increase deeper customer relationships and grow sales

Follow the hashtag #LoveYourCRM and @Insightlyapp to receive personalized advice from Derrick on creative ideas for handling business stress.

Don’t miss this live event! Join us @ #LoveYourCRM on September 21st @ 11 a.m, PST.

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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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4 Reasons You Need a CRM with Built-In Project Management

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When you think about the number of tools you have at your disposal to help you run your business smartly, you might be happy to have so many options. But at the same time, it can be overwhelming to have so many different tools that you have to log into and manage. It’s easy to let things fall between the cracks.

That’s why tools that offer multiple functionality or integrate with other tools are so hot right now. Think about the social media dashboard that lets you manage Twitter, Facebook, LinkedIn, and Instagram rather than you having to log into each separate site. That’s power that saves you major time.

The same goes for customer relationship management software (CRM). CRM that offers multiple functionalities keeps you from having half a dozen tools to get the same effect.

Take project management. It’s something every company needs in order to stay on top of project tasks and deadlines. And yet, if your project is tied directly to a customer, does it really make sense to have a separate project management platform from your CRM?

More and more, we’re seeing CRM platforms with baked-in project management features. The benefit to these platforms is that there’s no gap between the client data and the project management tasks. All the files, assignments, milestones, and due dates are in one place.

  1. Projects are Easier to Manage

Let’s say you have a writing project for a client assigned to your best writer. Under this client’s profile, you assign the project to the writer and create a due date. She can sync that task to her Google calendar so she doesn’t even need to log into the CRM to view it.

But if she does log in, she can access your notes from your phone call with the client, view documents of past writing projects to get a sense of writing style, and then upload the documents when she’s completed the work. Everything related to this project and client are in one place. One login. It doesn’t get simpler than that.

  1. Teams Have Better Communication

Teams that collaborate can easily see where each team member is on a project, what needs to be done in order to complete it, and any files that relate to the project. You don’t waste time hunting for a document on your computer or Google Drive, only to realize someone else has it or has modified it since you last viewed it.

  1. Reports are Easy to Run

If you need to find out the status of a given project, you can easily run project reports from within the CRM that provide data on what’s been completed and what’s still pending so you can address any project bottlenecks that could potentially hold a project up.

  1. Nothing Slips Through the Cracks

Not only can you view your assigned tasks on the CRM’s calendar, but you can sync it with your Google or Outlook Calendar so you don’t miss anything. Then, you’ll get email reminders as a backup.

Using CRM with built-in project management capabilities just makes sense. Being able to get a 360 view on both a client and the work you do for him from a single place cuts down drastically on the time you’d otherwise spend on several tools and websites.

 


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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CRM for All: Government

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Government offices aren’t known for being first-adopters of cutting-edge technology. However, as technologically savvy citizens look for more ways to engage with their city officials, it’s become a necessity for local and state offices to adopt and implement tools that will help them to keep track of conversations and incoming requests. Luckily, there is a solution to help build better relationships with constituents. Public-facing government offices are finding value in using customer relationship management (CRM) solutions to help manage citizen interactions and manage incoming projects.  

Doing more with less

In an age of stripped-down budgets, government officials and employees are looking for the most cost effective solutions. Thankfully, there are CRM options available that have all the functionality and capabilities of a fancy, enterprise CRM but without the high price tag. And for those agencies that might not need all the bells and whistles of an enterprise-grade CRM, there are solutions that offer a plug-and-play experience so companies can find out which tools work best for them.

Making real connections

Employees of government offices need to be able to keep track of contact information and reference relationship details. It’s critical they have access to historical knowledge of interactions between government officials and citizens, and a CRM database is an easy way to save this information. Being able to reference this historical knowledge is what builds relationships between local offices and their citizens. It gives users a clear picture of problems or issues citizens may have called about in the past and cuts down on callers having to re-explain a problem or issue every time they speak to the office.

A real-world example

Chief of Staff Scott Esty immediately recognized the need to implement a system that would keep track of constituent conversations, concerns or proposed legislation (Tweet this!). More than 18,230 people and 5,200 organizations have contacted the New York State Assembly office since assemblyman Christopher Friend was elected in 2010, and the team needed a simple way to keep track conversations with these contacts and groups.

Since tracking all of its work with constituents, organizations and lobbyists, the office is much more effective in how it assists each of those groups and assesses legislation before the assembly. Every team member can quickly pull up the contact’s record when answering phone calls, which allows them to address their constituent’s needs effectively. Correspondences related to legislative issues are tracked according to bill number, so when it comes to a vote or debate in a committee meeting, Assemblyman Friend can quickly present constituents’ positions on each bill. Whether it’s getting tax refunds, sorting out DMV issues or getting new legislation passed, the New York State Assembly office can manage all of the conversations and subsequent progress with constituents, which helps them to solve the problems of the people in their district.


 

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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Customer Q&A: Manufacturing a Better Business with Insightly

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Take a look around your office: chances are manufacturing professionals created most of the items you see. These professionals harbor a wide range of talents; they are artists, scientists, engineers, and craftsman. Yet, when faced with the challenge of managing their production time and the business side of things, many small- and mid-sized manufacturing companies admit that they could use a little help.

Insightly surveyed 465 manufacturing professionals worldwide through a third-party vendor to identify their top project management and sales challenges. One of those customers, Lorin Zavik, who oversees the sales and marketing department for Mid Atlantic Manufacturing, discusses how Insightly changed the way her team runs their business.

Insightly: In your own words, what does an ideal customer look like for Mid Atlantic Manufacturing?

Zavik:  An ideal customer for us is one who comes to us with a concrete vision that we help them further ideate and create. We manufacture solid surface and laminate countertops. But as you can imagine, no two customers are the same. Being that we are located right outside of Washington D.C., we’ve had the chance to manufacture countertops for military bases, apartment buildings, schools, hospitals, restaurants, and corporate headquarters. The needs of a school differ greatly from that of a military base. But at the end of the day, we love working with such a variety of industries because it makes every day different.

Insightly: Wow! Impressive roster of clients. We imagine that some clients like to know what “the norm” is for their industry before they place an order. How do you keep track of all that variety?

Zavik: Honestly, that’s part of the reason we started using Insightly a year ago. Our business was expanding and we needed a platform to keep track of all of our work. Our CEO Laurent Claudel was also traveling more and networking with various potential customers and he needed a way to keep track of all those prospects while on the road. In the past, we kept track of all this information in paper files but Laurent is extremely environmentally aware. He wanted to go paperless and Insightly gave us a way to better track our current project and leads, while also helping us to reduce our carbon footprint.

Insightly: That’s great to hear you’re so environmentally aware and we are happy to hear Insightly helped your team go greener. How are you using Insightly on a day-to-day basis?

Zavik: We use Insightly to track opportunities on a daily basis. Once a customer requests a project, we enter the customer information into Insightly and use it to track the project from start to finish. We track our KPIs on a monthly basis; once a month, our team gathers to examine all of the current projects in Insightly, analyzing what we have won and what we have lost. Insightly allows us to set goals for the future and improve on existing processes. I also love that it is integrated with Google Apps so it can sync with my email and calendar for project management purposes.

Insightly: That’s great! What about hurdles and challenges? We saw in our survey that 62 percent of respondents cited organizing information as their top challenge. Is this something your team faces?

Zavik: We are a small business so being able to have one source of information is crucial for our team. But it’s more than that; Insightly’s mobile platform allows our team to work and stay connected from anywhere in the country, which is a challenge we previously had as a company. If a family issue comes up, I can work from home and I don’t have to come to the office and file my information for the team to see my project status. We also have an outside sales consultant who logs all of her meet-and-greets into Insightly from home. The ability to incorporate remote work capabilities into our office culture is definitely a cultural change, but an extremely positive one.

Insightly: Customer service is crucial in any industry, but I’m sure it’s especially important in the manufacturing space. Has Insightly helped in that aspect?

Zavik: Insightly is key to delivering the level of excellence we strive for when it comes to customer service. We are big on transparency, and Insightly’s reporting feature allows us to deliver a factual document that we can present to customers. It also allows the entire team to have a historical record of our customer. In other words, it is an educational gold mine of contact information for us. Not only that, the Insightly training webinars also offer some great insights and tips so I can expand my knowledge of customer service.

 

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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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Breakfast of Budget Champions

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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Changing Your Insightly URL

Want to change your Insightly URL to something that’s a better reflection of your company name? Insightly administrators can do that at System Settings > Insightly URL.

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The Insightly URL is a unique web address that users can access to log in to Insightly. The last part of this address is always .insight.ly but you can change the first part to something your users will remember, like http://mycompany.insight.ly. You can use any name that hasn’t already been reserved.

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Your Insightly URL must contain only the characters A-Z or a-z, the numbers 0-9, or the hyphen character. No spaces are allowed and it must include at least 5 characters.

If you change your Insightly URL, be sure to share it with your users so they can continue to access Insightly.

 

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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Breakfast of Budget Champions

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When traveling for business, save on your daily food costs by looking for hotel booking options that include a continental breakfast. By doing this, you can usually stay within the confines of your travel budget while simultaneously freeing up dollars to spend towards lunch, dinner, and/or drinks with coworkers.

 

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Mold On to Your Sandwich

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If you’ve ever had your sandwich pilfered from the office fridge, there’s not an app for that. But, there are the anti-theft sandwich bags. Slip your  snack into one of these plastic costumes and would be sandwich thieves will keep it moving.

 

Quotes of Note

motivation-quotes

Some people are naturally motivated, but the majority of us need inspiration, whether that comes in the form of some really strong coffee, a photo of our families, or a Lamborghini Aventador.

In case you need some motivation right now, here are twenty-five quotes that are perfect for salespeople:

1. “Success consists of going from failure to failure without loss of enthusiasm” – Winston Churchill

2. “Successful and unsuccessful people do not vary greatly in their abilities. They vary in their desires to reach their potential.” – John Maxwell

3. “The question isn’t who is going to let me; it’s who is going to stop me.” – Ayn Rand

4. “You may be disappointed if you fail. But you’re doomed if you don’t try.” – Beverly Sills

Read more of Adam Honig’s favorite sales quotes on the Spiro blog.

 

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.


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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.

Use Your CRM to Boost Your Content Marketing

CRM-Content

What if attracting new leads through your marketing could be as simple as spending a little time inside your customer relationship management (CRM) tool?

We believe it can be.

Your CRM is rich with data. It’s overflowing with opportunities. But did you know, it’s also one of the best marketing tools you have at your disposal? It is, but only if you know what you’re looking for when creating your marketing plan.

Here are three ways to use your CRM to boost your content marketing.

  1. Listen Up!

It’s no secret that you should be listening to your customers. With your ear to the ground, you’ll learn about their current challenges, which is the key to answering objections and beating the competition to the sale.

Your content marketing is the way to do that. It’s a way to answer questions before they’re asked. It’s a way to answer objections before you hear the word “no.”

If you’re not listening to your customers, how do you know what to write to address your customer’s concerns?

With your CRM, you have the ability to take notes, view email history, and track your customer’s communications at every stage in the sales cycle. By digging into your data, you can create a strong editorial calendar. Pay attention to:

  • The reason they reached out to you
  • Their reasons for saying no to you
  • Their hesitations when adopting your product or service into their life or business
  • Their reasons for loving what you have to offer
  • And so much more

By listening, you find the answer to the burning question of what’s keeping your customer up at 3 a.m. More importantly, you discover how you can help your prospects and leads sleep a little bit better by addressing those festering 3 a.m. thoughts through your content marketing.

  1. Peer Into Their Social Life

Your CRM isn’t just a central hub for storing your company’s communications with the customer. It’s a place where you can get to know your customers on a more intimate level.

One of the key ways to do this: Peer into their social media world.

Social CRM allows you to detect every social media profile related to your customer’s email address. In doing this, you can spend some time getting to know what your customer likes, his political views, what he posts about most often, and more. This information does not need to be related to your business to strengthen your content marketing.

Content is most effectively used as a marketing tool when it speaks to a person. There is a lot of content floating around the Internet these days. To make yours stand out, you have to make it sound like it was written exclusively for your customer.

Digging into the social media profiles of your customer will expose his likes, dislikes and top interests. Use these in your content to relate with your reader.

For example, if you find your ideal buyer loves golf and you are an event management company, write about ways to get your clients on the green with various golf-inspired events. Get creative and think beyond golf tournaments. Talk about events that can be thrown on the golf course and ways to bring a golf theme to life.

The goal is to discover your customer’s interest and talk to him as if you were sitting across the table from him chatting about what you sell.

  1. Monitor Your Metrics

If digging into phone conversations, email threads, and social media newsfeeds is too daunting, turn to your CRM’s data to strengthen your content marketing.

In Insightly’s platform, we show you activity sets and reports about your business. In these reports, you can break down what’s happening in various categories, why you lost sales, value of incoming opportunities, values of what you won and lost, the responsible users, etc.

Much of this information can be used to put together an audience profile, allowing you to get to know more about your reader. The more you know about your reader, the easier it is to speak to him in a way that will resonate and help you land more leads.

Data reports will also help you identify key objections to using your business. Address those head on in your content marketing to strengthen your sales pitches and nurture your prospects before they ever talk to a sales representative.

How Much Does Your Content Marketing Support Your Sales Process?

Content marketing is an effective way of communicating with your audience away from sales calls and presentations. It lets you answer objections without being pushy. When done right, with the help of your CRM, you can create content that feels as if you’re speaking directly to your customer, which will strengthen your marketing message and help you land more leads.


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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3 Reasons Why CRM Implementations Fail and How To Avoid Them

Success-Over-Failure

If you’ve ever gone through the process of shopping for a new tool, you’re probably familiar with the internal objections that inevitably roll around in your mind.

  • Is this a want or need?
  • Will I actually use this if I buy it?
  • Can the benefits promised really help me in my situation?

Although there are plenty of reasons to wonder whether whipping out your wallet is the right decision, there are equally enough reasons to follow your gut instinct.

When you’re purchasing a new product for your team, such as a new customer relationship management (CRM) tool, the objections are harder to ignore. When the other people who need to use the CRM emphasize their concern, you’re face-to-face with the reality that implementation of the new system could fail.

Here are the three most common reasons why implementation sometimes fails and how you can get your sales team to use your new CRM.

  1. No One Likes Change

Change is uncomfortable. It’s awkward and disruptive. So when you decide to change something as impactful to your business as a CRM, it’s no wonder your stomach turns a little.

  • How much will this affect my work flow?
  • Will I accidentally lose any leads in the changeover process?
  • How long will it take me to form new habits?
  • I know it looks good on paper, but is this really a better CRM for me?

The more thoughts like this swirl through your mind, the more you talk yourself out of making the change you know you need. You feel stuck. You’re trapped with a tool that’s not serving you because the idea of moving to something is too frightening.

It’s this kind of hesitation to switch that holds many professionals back from upgrading to something better. Add in the hesitation of your team members who will be forced to make the switch, and you increase the odds of the CRM implementation failing.

Although the trepidation is normal, it doesn’t have to stand in your way. To help overcome change, create a system for the switch. It could look something like this:

  • Hold introductory training before making the switchover.
  • Transition to the new CRM on [date] at [time].
  • Hold a secondary training immediately after making the change.
  • Create a message group where employees can reach out with questions and tips.

Having a system of support in place will ease the worries of your fellow team members and make the change as smooth as possible.

  1. Budgets Work as Barriers

One department that might worry a little more than others is the accounting department. These are numbers people who worry any time the debit column increases. The way to get them on board is to show them how that debit column increase will lead to an even bigger increase in the credit column.

Switching to a new CRM should help you turn more leads into sales. By laying out the projected figures in black and white ink, your accounting department and higher-ups will see the clear benefit in dollars and cents. In turn, you will have the green light to proceed with your CRM implementation.

  1. Adoption is Slow

You’ve crossed the first two hurdles of getting your team (mostly) on board with the changeover and getting the budget approved for your new CRM. Now, it’s time for hurdle number three — getting everyone on board and used to the new system.

Although the system is available, everyone may not be willing to go through the process of adopting it completely. And therein lies another implementation problem.

Without your entire team using your new CRM, you could miss out on valuable opportunities. Communication could fall through the cracks, causing you to have lower sales numbers.

There’s a solution.

You might not be able to force someone’s hand in using the CRM, but you can show them why adoption is so important. It’s the why that’s a game changer.

Often during training cycles, the emphasis is put on the capabilities of the new system. The tools and features are important, but if a person doesn’t understand why those tools and features are important, she won’t have a reason to use them.

Just as you sell your customers on why your product or service is such a good buy, you need to sell your team on why you’re choosing to use the new CRM. The clearer that is, the more likely it is your team will adopt the CRM and implementation will succeed.

You Don’t Have to Experience CRM Implementation Failure

It can feel daunting to implement anything new, but it’s worth the effort. By outlining what to expect, the projected increase in sales and why the system is so much better, you will have very little problem getting everyone on board with your new CRM.

 


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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