Insightly Heads Down Under to Xerocon South 2016

 

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The next stop for Xerocon is Brisbane, which means that Insightly is headed back to its Australian homeland to attend the one of the biggest accounting events of the year from September 7 – 9. Similar to Xerocon San Francisco and Xerocon London, this gathering of accountants, bookkeepers, and tech companies is an exciting opportunity to share ideas and network, so it’s fitting that the conference theme is “The Network Effect.”

With more than 2,000 people expected to attend, and an impressive line-up of speakers, it’s no surprise that Xerocon is one of the fastest-growing events for cloud accountants. Xero is one of the most used cloud accounting software for small businesses, serving more than 717,000 customers around the world and offering over 500 apps and integrations in the Xero Marketplace.

Insightly is proud to be an add-on partner (we took home the award for emerging add-on partner at Xerocon London!), and we’re constantly working to make our CRM integration with Xero easy-to-use and intuitive for customers. (Tweet this!) We know it’s a huge part of day-to-day business operations – from closing a sale, to invoicing and payments.

Attending Xerocon South? Stop by our booth #70  to see a demo or say hello! We’d love to chat.


 

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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Cozy Up to Your Car

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)

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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.

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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.

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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.

Content Tracking: Tools to Find Your Top Performers

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Content is essential to your online success, but it’s clear that slapping a few sentences together on the page isn’t going to cut it. Your content should focus on these seven rules for compelling and high-converting copy. Your content should:

  • Focus on the benefits, rather than the product. Show your customers what your product will do for them.
  • Speak to your readers – people (and search engines) want genuinely useful content.
  • Be supported by a killer headline – that’s what draws people in. Make sure the headline is on topic, though. Readers hate clickbait that doesn’t deliver.
  • Be simple. Easy readability matters.
  • Be supported by facts, stats, and resources for more information.
  • Include a call to action that tells your reader what you want them to do.

When you put these elements together, you’ve got a stellar piece worthy of publishing and tracking performance. If the post doesn’t do as well as you expect, it’s time to go back and adjust your strategy. Here are some tools to help you improve your content.

BuzzSumo

BuzzSumo allows you to find the most shared content on any website, any topic, or by any author. A free account is limited to five searches per day. Paid accounts, with prices starting at $99/month, offer additional features. WIth it, you can find topics doing well on major websites, see how your competitors are doing, and even find top influencers to help you promote your content. Once your content is published, you can use BuzzSumo to keep an eye on how well it’s doing.

Bit.ly

Bit.ly is prehaps most well known for its link shortening abilities, but it does more than save space. Beyond getting your own vanity link shortener, you can share the shortened links and get analytics to show you how well your links perform. For each link you create and shorten with Bit.ly, you can get a report of how many clicks it received, down to the hour. It also will show you the platforms people used to share the link, so you can tell where your traffic is coming from. Plus, you can get a geographic distribution of clicks, which is helpful in optimizing and targeting your content on a global level.

You won’t get as many details as you would with Google Analytics, but multiple data sources can help you better adjust your targeting strategy.

Google Analytics

Google Analytics is a free, highly robust tool for tracking content, and various other metrics, such as time on site, bounce rate, and more. With it, you can see which pages people visit when landing on your website, which pages they are on when they leave your website, the keywords they find your website with, and more. Each URL on your website will have traffic data available for it, so you can easily track which pieces of content are doing well. Plus, you’ll be able to see referrals from social media, so you can get a basic idea of how well your content is doing on social.

To enhance your experience with Google Analytics, you can integrate with a customer relationship management (CRM) software, like Insightly. Integration allows you to take the analytics data a bit further. You’ll see what content is bringing in leads, and follow leads through the sales funnel to determine if the content is playing a role in conversions. A native integration isn’t available at this time, but you can use tools like Zapier or Cloudpipes to automate integration.

Parse.ly

Parse.ly is a predictive analytics tool that allows publishers to track author performance or topics. It makes it easy for your business to capitalize on current web trends, promote in-demand content, and get recommended topics to expand your content empire. With it, you’ll get plenty of audience insight to help you see how your readers respond.There are three plans to choose from, and pricing varies based on audience size. All come with a trial.

Simplereach

Simplereach is a tool that collects real-time data to help track the impact of digital content. Users can gain insight into the direction they should be taking their content strategy to improve performance. Publishers can use it to promote their best content to attract a larger audience, and improve their native ad campaigns. Marketers can use it to measure and amplify their best content to increase brand awareness and bring additional profit. Pricing information is not available, as a demo must be requested.

Using any or all of these tools can help you see how your existing content is performing, and provide insights into how to make adjustments to your future content strategy to improve performance results. The more information you have about your audience and what they’re looking for, the better targeted your strategy can be.


 

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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Beyond Keywords: How to Own Your Business’s Name on Google Searches

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SEO is a venerable and often-discussed topic among SMB owners, and while SEO is still a critical endeavor, ranking for keywords alone is only part of the battle when it comes to managing your presence on search engines. That’s because while SEO is designed primarily to help your business’s web page rank highly for certain keywords related to your industry, it often does little when it comes to managing searches for the actual name of your business – or your personal name, if you don’t operate under a DBA.

If you think optimizing a term like “Bob’s Plumbing” doesn’t matter, you might be surprised. While the data vary from business to business, any enterprise is likely to find that a substantial portion of incoming traffic is based on searches for their actual business name. Consider for example the retail coffee business. Web searches for the term “coffee shop” are absolutely dwarfed by searches for “Starbucks.” Even though it is trivial for searchers to type “starbucks.com” into their browser, they frequently rely on sites like Google to shortcut things and make the process even easier. And why not? Google has maps, menus, reviews, and more, all at the ready, which give the search more context.

Starbucks is probably a lot bigger than your business, but the example is instructive for any SMB. While the company likely optimizes its websites to capture folks looking for “best brewed coffee,” it also has to manage what happens when people simply search for “Starbucks.” The ostensible goal not just that starbucks.com appears at the top of the results, but that the rest of the content on the search results page is relevant to Starbucks and paints the company in a positive light. Starbucks likely spends considerable effort and money ensuring that pages like this, which are completely relevant to a search for “Starbucks,” do not appear on that first page of search results. (This is part of the world of “online reputation management,” and there’s a sub-industry surrounding this that we’ll talk about later.)

Again, Starbucks is a big company that makes daily news, is publicly traded, and is part of the worldwide zeitgeist. What does a much smaller business, let’s say it’s a local plumber called Bob’s Plumbing, do to manage its search engine presence (again, outside of optimizing for terms like “Cleveland plumbing”)? As with the Starbucks example, if a user actively searches for “Bob’s Plumbing,” ideally the company’s website will be the first result. But all too often this is simply not the case. For smaller and newer brands, the real Bob’s Plumbing may not show up at all on the first page of search results, buried under a sea of competitive and/or irrelevant links. In cases like this, a customer will often simply go elsewhere.

SMBs that want to ensure they don’t lose these low-hanging customers who are actively trying to find them need to take a more holistic look at SEO than just optimizing for keywords. That requires leveraging both your website and social media sites to ensure that any search for your business’s name leads to not just the #1 search result on Google, but a flood of relevant results that dominate the entire first page.

Here are some tips on how to do that.

Start with Your Website…

For most businesses, this is the destination you’d ultimately like to appear as the top result for any search for your business’s name, and naturally it needs to be built with traditional SEO in mind, with appropriate keywords, lots of good content, high-quality images, and a responsive, mobile-friendly design. That’s all a given. Things get muddy when considering the title of the page, however. It’s become popular in recent years to pump everything into keywords, right down to the HTML title of the website (the title that Google uses when it figures out what to name a page in its search results). There are two schools of thought on this. In our Bob’s Plumbing example, he has two basic choices:

  • Name the site using SEO keywords: Something like “Cleveland plumbing plumber affordable 24-hour emergency service,” capturing the most critical of keyword searchers.
  • Name the site after his business: “Bob’s Plumbing,” so there’s no confusion as to what business the web searcher has found.

These two strategies serve different constituents, and while it would be foolish for Bob to ignore traditional SEO, the needs of people who actually want to find Bob easily should also be served. The optimal title for Bob arguably combines both strategies: “Bob’s Plumbing – Cleveland’s 24-hour Emergency Plumber,” or something of the sort.

Secondary content on the site (like how-tos or industry updates) should be written to include this same phrasing as liberally as possible – in headings, title tags, and body text.

…But Your Website Isn’t Enough

Optimizing your website is a great first step, but as I discussed above, that only serves to improve the quality of that first search result. If the next nine results are all editorials slamming Bob’s Plumbing and recommending other businesses, all of Bob’s optimization work will be for naught.

The catch is that Google only provides one search result per website, so, for example, you won’t get the top 10 spots on a Google search if you publish 10 blog posts. These are all rolled up into one result. How do you capture the rest of the results on the page? The easiest way is through leveraging social media. You surely know by now that there are dozens of social media networks on the web, and many of them rank highly on Google, even if they are only minimally maintained. As long as these networks are appropriately constructed and managed to some degree, they can provide an easy path to dominating that front page of search results.

Start with the big ones: Facebook, Twitter, Google+, and LinkedIn are the critical networks. If your business is very small, or a one-man shop, build two profiles on each network (assuming you haven’t already): One for yourself, and one for your company. Company pages should be named identically to the name you use on your website. If you regularly go by Bob’s Plumbing LLC, then all your social media business pages should be named Bob’s Plumbing LLC. Use your personal pages to link to all of these in turn. Your personal Twitter handle should mention @bobsplumbingllc, and your personal LinkedIn page should link to the LinkedIn business page. Crucially, your business website should link to all of these pages as well. Include these social media links liberally on collateral material, including your email signature, business card, and anywhere else you can think of.

With the big four in hand, consider additional social media accounts that your business can own. Pinterest, YouTube, Instagram, Snapchat, and Tumblr are all viable networks that businesses can dominate today. Remember though that this industry changes very rapidly. Consider Vine and Periscope, for example, which offer increasingly interesting prospects for business marketing.

Again, when creating these accounts, keep the ultimate goal in mind: To ensure that when a user searches Google for your business name, that the results he receives are nothing but pages that are under your control.

Make Regular Updates

Creating social network accounts is easy. Keeping them updated is the tough part. You’ve heard this advice before, but I can’t make it any easier here. Your website needs to be kept up to date with a timely blog (at least two or three times a month), and your social media accounts all have to be regularly updated (preferably daily). The unfortunate truth is that the more regularly updated your accounts are, the more highly they will rank. At present, it’s especially important to keep Twitter up to date, as Google will surface your most recent tweets and embed them directly into its search results. The more you can tweet, the more you can own that first page of search results.

Naturally, a lot of this comes down to the amount of time you have available to update these social channels. Doing all of this is a full time job, but shortcuts abound, ranging from hiring a credible content marketing firm to help you with your company’s blog to using a tool like Hootsuite to automate your social messaging to as many platforms as you’d like. (I personally use it to manage a whopping 16 social accounts simultaneously.) Tools like the WordPress platform include systems that let you easily funnel new blog posts to your social channels when they are published, and Hootsuite’s “Suggestions” feature lets you discover other people’s content and automate posts based on keywords you specify. With this tool alone, you can create a week’s worth of social posts – all drawn from current content on the web – in about five minutes flat. Supplement this feed with occasional original posts and you should have your social bases covered.

Local Businesses: Leverage Local Search Results

For service businesses with a local or regional footprint (think plumbers, repairmen, auto shops, and restaurants), it’s also essential to “own” your presence when it comes to locally-oriented websites such as Yelp, Google Local, Foursquare, and even sites like YellowPages.com. These sites all rank particularly highly for searches for the name of a business. While these sites aren’t always free (Yelp in particular can be a pricey investment), in a competitive market they can be essential sources of referrals, and having a high-quality presence on these sites (along with positive reviews) can make or break you.

Advice here is in line with anything surrounding local review sites: Encourage friends and regular customers to write reviews and rate your business highly, respond to negative criticism thoughtfully and without anger or vengeance, and make sure all the information about your business is accurate and up to date, including your full and accurate business name, address, hours of operation, and phone number. Adding lots of (professional-grade) photographs will only increase its Google-worthiness.

Crosslink Social Accounts and Media Mentions

One of the key ways to make sure that your business owns its Google presence is to ensure that all of the above sites link to one another. Your business’s web page should have liberal links to “check you out” on Facebook, Twitter, Yelp, and every other site that you have a (positive) presence on. Use your corporate blog to link to each of these locations periodically, as new content is posted or, say, a particularly good review comes in.

Similarly, if you receive a good review or writeup from a local paper or web operation, link to it from all of your social accounts. This will give that piece of content higher marks in the eyes of Google, which will make it more likely to rank on the front page of search results. Think of content like this as an honorary part of your “first page ownership” – while it may not technically be under your management, it is still a worthwhile page to promote.

You can keep track of media mentions through a handful of web services. While Google Alerts isn’t nearly as effective as it once was, it’s free and can surface some new mentions of your business’s name. Also check out alternatives such a Mention or Talkwalker Alerts, which may be more effective.

Leverage Verification Systems

How do you let customers know certain pages are being managed by you? By using the verification systems that many of them now have built in. Twitter for example lets you verify your identity (or your business’s identity) through a simple process which adds a “verified” badge to your profile. Many local listings like those from Google Local and Yelp are simple to “claim” as well. Verifying your social presence may or may not impact your Google ranking (it’s impossible to know for sure since Google’s algorithm is secret), but anecdotally, verified listings and accounts seem to outperform those that are not verified, so it’s probably worth the minimal effort it takes to verify your account.

If Things Have Gone South

This plan isn’t foolproof. Competitors can wreak havoc with your listings by maliciously hijacking your company’s name or buying ads using your company name as a keyword. One particularly angry customer review can also cause a lot of trouble for you, particularly if the person has a vendetta and wages a sustained campaign against you on Twitter or Facebook. It’s important to remain calm in situations like this and attempt to resolve the problem offline, without involving your carefully groomed social networks. If the overall picture of your business is positive, potential customers may well ignore the rantings of another customer, but they’ll be much less likely to forgive you for a vindictive response.

If negative social networking problems develop that you don’t feel comfortable managing – or if they get worse – consider a professional online reputation management service such as Reputation.com or Reputation Defender to get you out of the jam.


 

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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About the Author: Christopher Null is an award-winning business and technology journalist. His work frequently appears on Wired, PC World, and TechBeacon. Follow him on Twitter @christophernull.