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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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Remember to Convert Leads to Opportunities

 

Your content marketing, paid advertising, and cold calling all have one common goal: increasing the number of leads in your CRM. Each new lead could represent thousands of dollars in potential business. To realize this potential, however, you need a highly efficient workflow for processing new leads.

Insightly makes it easy to organize your leads, thanks in large part to an intuitive conversion process. What is lead conversion? Here’s a simple example.

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Let’s say you own a small heating and air company in Missouri. To create awareness for your business, you advertise in the local newspaper and send out postcards. Your advertisements encourage consumers to visit your website and request a free consultation. As a result, it’s not uncommon for your sales manager to have several new leads in Insightly each morning. Upon establishing contact with the lead, the sales manager asks several questions to gauge interest. If the prospect is willing to schedule the free consultation, his lead record is then “converted” in Insightly.

 

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Keep an Archive of Work Instructions

 

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Speaking of guidelines, does your company have a centralized repository of policies and procedures? If not, perhaps it’s time you set one up.

For many years, quality assurance has been a major topic in the corporate world. Take a page out of the big business playbook and adapt this approach for your organization (with less red tape, of course). What’s the benefit? Work instructions reduce your risk of employee turnover. As one employee leaves, his or her replacement can hit the ground running.

Work instructions do not need to be overly complicated. A typical work instruction document could be as brief as one or two pages (including screenshots and explanations). The main goal is to provide a summary of the work being done. Though each department could feasibly have dozens of different work instructions, here are a few possible ideas for your sales team:

  • When to add a new lead
  • Rules for qualifying a lead
  • Requirements for marking an opportunity as won
  • De-duplicating records
  • Adding new user accounts

If you’re an Insightly customer, the Help Center can be a great reference for answering many of the “how” questions you may have. Just be sure to also clarify the “why” when building your in-house work instructions.

 

 

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Shake Up Your Work Patterns

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It’s easier to stay motivated on certain days than others. If you find yourself feeling especially under-motivated, perhaps it’s time you shook things up.

Here are a few approaches for keeping your workday fresh:

First things first – Write out a list of all the stuff that you must get done today. If you’re using a task management system, consider filtering so that only today’s due dates are visible. Next, turn off all email notifications and sign out of your instant messenger. Begin working through those items until you’ve completed the list. As you cross through items on your last task, you’ll likely feel a tremendous boost of motivation. There’s nothing better than getting everything done.

Fun things first – It’s a simple fact that some work tasks are more fun than others. It’s occasionally OK to frontload your day with the stuff you actually enjoy doing. For example, if you decide to put in a few extra hours on a Saturday morning, you might choose to book your upcoming flight and hotel before doing your month-end report. Get some momentum by saving the worst for last.

Dreaded things first – What’s hanging over your head? Wouldn’t it be nice to get it done and stop worrying about it? On days like this, it can be effective to start with your most dreaded task. Need to talk to your boss about a mistake you made on an expense report? Confront this situation head-on so you can move onto a better part of your day.

 

 

Establish Best Practices for Using Leads

At a very basic level, qualified leads become opportunities (for a more in-depth explanation of terminology, read this article). As simple as this seems, your staff may occasionally feel confused and not know which record type to use. In addition, they may have uncertainty for knowing when to convert leads. To avoid such confusion, it can be wise to set some basic ground rules for using leads.

Here are a few questions to consider when developing your best practices:

  • What buying signals must be present before a lead can be converted?
  • Which criteria will be used for determining lead rating?
  • What happens if a lead record is mistakenly created for an existing customer?
  • When should a contact actually be changed to a lead?
  • How will we deal with duplicate lead records?
  • When should we (if ever) delete a lead?
  • Should we set up a team that is specifically focused on lead management?
  • When converting leads, how can we ensure accurate record linking?

By considering these questions and defining some basic guidelines, you’ll empower your team to take action without constant handholding. In addition, you can rest easier knowing that your data structure is in good hands.

 

 

 


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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: Matt Keener is a marketing consultant and President of Keener Marketing Solutions, LLC. Matt specializes in content marketing and strategic planning, having helped numerous Saas (software as a service) companies and other small businesses worldwide. Read more of Matt’s work, check out his book, or connect with him on Linkedin.

3 Ways to win Small Business Saturday 2016

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Every year, retailers prepare for it months in advance: the weekend after Thanksgiving. Of course, while Black Friday has long been a cornerstone of every store’s holiday season, the weekend has expanded in more recent years. Cyber Monday finds online sellers offering their best deals, Giving Tuesday fosters charity campaigns in the nonprofit sector and Small Business Saturday encourages consumers to support locally owned businesses in their own neighborhoods.

Small Business Saturday began in 2010 as an American Express campaign, and has since grown to reach 95 million shoppers in 2015. As the 2016 season rolls around, below are 3 ways to ensure your small business makes the most of the day – and embodies best practices that continue throughout the holidays.

Be active and available on social media. One of the reasons customers participate in Small Business Saturday is because they enjoy forming connections with other individuals and business owners instead of large corporations. Beyond spending the day actively meeting with and serving customers in your store (or through communications coming into your website channels), be sure all hands are on deck to monitor social media, respond to questions and thank customers for supporting a small business.

Streamline internal processes. Perhaps you’ve been considering swapping internal IT staff for a consultant, or finally moving away from the various spreadsheets that house customer information for your internal team. If you have the chance to downsize processes and increase results, take it before you head into the holiday season.

Don’t let customer service suffer due to a busy day. We get it. The holiday season is tough for any retailer, but for a small business with limited resources, it’s easy to find yourself giving 100 percent – then realizing you have nothing left. Create a plan for building lasting customer relationships on Small Business Saturday and beyond, and you’ll find yourself enjoying the benefits of repeat business sooner rather than later.

Learn how a CRM can enhance customer relationships for small businesses.

 


 

At Insightly, we offer a CRM used by small and mid-sized businesses from a 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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Automate your workflows and focus your time saved on growing your business

Is your team spending more time updating your CRM than on efforts that actually grow your business? Is your team missing follow ups and opportunities because your CRM isn’t properly updated? With Insightly’s Workflow Automation, you’ll spend less time updating your CRM and more time growing your business.

Insightly’s automated workflows are like smart robot assistants that live in your Insightly account. You tell them what to do, when to do it, and they take action as instructed. For example, you can automatically send an email when a lead hasn’t been followed up with in the last 30 days or you can automatically update a field when a contact becomes a customer. In more formal terms, Insightly’s automated workflows are a set of actions, predefined by you, that are executed when criteria you specify are met. Our one minute video below explains it best.

In the workflow screenshot below, you can see that any “Not Contacted” leads in the states of “CA” and “OR” and that are assigned to “JC” receive an email immediately and are marked as disqualified after 21 days if no contact has been made. (If contact has been made with the lead, JC would manually change the lead’s status to “Contacted” which would stop the workflow from changing the lead’s status to “Disqualified” at 21 days later. Of course, JC would want to send more than one follow up email to the lead, but for this example’s sake, we’re just sending one follow up email.)

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As you can see in the expanded actions menu in the screenshot above, you can perform a bunch of actions such as:

  • Add a task
  • Send an email
  • Add a new record (Lead, Contact, Organization, Opportunity, or Project)
  • Update this record

Not only can you send a bunch of emails and update a record using a workflow, but you can also create new records and add a task all in the same workflow. As you might imagine, the possibilities are limitless. In fact, the possibilities are so plentiful that we want to hear from you how you plan to use Workflow Automation. To do so, just share your plan in our “Inside Your Insightly” community forum.

One last thing in case you were wondering, Insightly’s automated workflows support all record types (Leads, Contacts, Opportunities, Organizations, Opportunities and Projects) and all field types – including custom fields!

With Insightly’s Workflow Automation, you’ll never let updating your CRM interfere with key business initiatives again. Learn more about Workflow Automation in our help articles or you can check it out for yourself on a free trial.

And, if you like this feature, be sure to like and share it on social media!

Merge those pesky duplicate leads and contacts with Insightly’s SmartMerge!

We’ve all been there. We add leads, contacts and organizations to Insightly through manual imports, web forms and the API. The result is that multiple records are created for the same contact or lead. And, not only do duplicates render reports inaccurate, but they also drive up your record count and use up more storage space.

Well, I’m happy to announce that this is no more!  You’ve had the ability to SmartMerge Organizations, but, now you can SmartMerge Leads and Contacts too. So, those pesky “dupes” will no longer haunt your reports, drive up your record count or use up unnecessary storage space.

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Using SmartMerge, you’ll quickly identify all of your duplicate records and be able to tell Insightly what records to merge or you can find duplicates of specific leads or contacts and merge them.

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And, once you’ve identified what records you want to merge, just indicate what record is the “Master Record”, click “Merge”, and the records will be merged. Once merged, you’ll have one record with all of the empty fields populated in the master record and all “non-master” records will be placed in the recycle bin. So, there’s no need to fret about losing any data.

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The attributes that are merged for contacts are: links, tags, tasks, notes, emails, file attachments, contact infos, dates and addresses. And, the attributes that are merged for leads are: tags, tasks, notes, emails, file attachments and addresses.

The best news is that this improvement is available on all of Insightly’s plans – including the free plan. So, if you’ve got a ton of leads or contacts and you want to make sure you don’t have any duplicates, check out this improvement.

Learn more about managing duplicates in our help guide and, if you like this improvement, be sure to like and share it on social media!

6 Strategies for Stepping Outside of Your Comfort Zone

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If given the choice, most people prefer comfort to discomfort.

No one would pick “board meeting Monday” over “casual Friday.” Likewise, few would opt for a heat advisory instead of 72-degree weather. Simply stated, we humans like to be comfortable.

But, what happens when discomfort is the only viable path toward achieving greater comfort?

In this article, I’ll offer six simple strategies for stepping outside of your comfort zone.

  1. Start with a Good Reason

Take a moment and think about your first job. Mine was at a small baseball card store just down the road from my high school. As much as I loved the job, there were, of course, some aspects that I disliked. For example, I wasn’t too fond of cleaning the glass displays and windows.

In addition, customers would routinely mess up the arrangement of our inventory items, creating additional busywork for me. Although these tasks weren’t my favorite, nothing worried me more than using the cash register. Customers expected a speedy and accurate experience, which added to my trepidation. (I fondly remember several embarrassing moments in which I clumsily completed transactions, feeling as though all eyes were on my every move.)

In time, I learned to master my fears and became proficient with the point of sale system. Looking back, it’s clear that the temporary pain caused by the cash register was overcome by my desire to earn some gas money, impress my boss, and gain real-world experience.

At the heart of anything you’re dreading, there’s probably a good potential outcome, such as:

  • Making your first sale
  • Networking to meet potential customers
  • Maintaining good client relations
  • Reducing an unsustainable cost
  • Improving your team’s efficiency
  • Growing your company’s profitability
  • Providing a higher standard of living for your family
  • Becoming a better person

So, what motivates you for changing your ways? If you could achieve one or more of these simply by doing a few uncomfortable things, would you do so?

Before going any further, evaluate whether or not changing your perspective is worth the achievement of your goal.

  1. Learn How Others Have Done It

Fear is largely based on the unknown. We’re much more comfortable repeating steps we’ve taken in the past, rather than blazing a brand new trail.

No matter how uncertain your path may seem, there’s a good likelihood that someone in history has gone through something similar. And, since we live in the information age, success stories are often more accessible than you may initially think. By reading about and engaging with those who have overcome similar fears, you can simultaneously strengthen your resolve and grow in knowledge.

Here are a few steps for getting started.

Schedule Continuing Education Time – Streaming video, blogs, email newsletters, content aggregation apps, and news portals are just a few of the free resources at your disposal. The problem is, you’re a busy person. With today’s wealth of online information, simply making time to consume it is a real problem for professionals. To get started, try scheduling fifteen minutes on tomorrow’s calendar for continuing education. Familiarize yourself with the stories of those who overcame their internal fears and the steps they took to do so. Here’s a list to help you get started.

Talk to Successful People You Trust – While online research can be very beneficial, nothing beats a real-life coach. Stop to think about the many people with whom you interact daily. Coworkers, social media connections, church and philanthropic acquaintances, and childhood friends all have unique stories to tell. Seek opportunities to learn from their mistakes and victories. In doing so, you may find yourself a coach and further cement an important relationship.

Benchmark the Competition – If you’re struggling with a business-related situation, it can be wise to check out your competitors. For example, many companies host webinars as a way to inform prospective clients. If you’ve been tasked with leading a webinar, consider attending events hosted by other companies. In addition to learning about proper webinar etiquette, you’ll likely realize that running one doesn’t seem as frightening as you first thought.

  1. Build a Plan

Feeling bolstered by the experiences of others, you’re fired up to take action. What next?

To maintain this same level of enthusiasm (and avoid slipping back into more comfortable activities), it might be best to break things down into smaller steps. Although the actions you take are likely to be new, simply following a familiar project management workflow can offer an added boost to your confidence.

For example, if you’re a new sales rep who is really dreading an important networking event next month, consider breaking it down into bite-sized chunks. Pull out a sheet of paper or dust off that whiteboard. Jot down steps as they come to mind. You might come up with (in no particular order):

  • Gather collateral
  • Review the event’s website
  • Download the attendee list
  • Attend the event
  • Identify new opportunities
  • Capture post-event notes
  • Measure the value of attendance
  • Send follow-up emails

To further simplify the process, consider creating an Insightly project. Use milestones to organize your tasks into a logical, manageable workflow. Given the list of priorities above, the following organization might be beneficial:

 

Milestone: Event Prep Priorities Milestone: Post-Event Priorities
Tasks: Tasks:
Review the event’s website Capture post-event notes
Download the attendee list Enter new opportunities into CRM
Gather collateral Send follow-up emails
Attend the event Measure the value of attendance

 

Each milestone and task can have its own due date, holding you accountable and keeping you organized. Now, instead of feeling overwhelmed, you have an action-oriented plan to work through.

  1. Embrace the Uncomfortable

Despite all of your best planning efforts, some things are just downright uncomfortable.

That presentation you’ve been dreading is the perfect example. Few people actually look forward to being grilled by a board of directors known for its snarkiness. Sure, your proposed solution could help their company in many ways. The features and benefits speak for themselves. Unfortunately, you’re asking them to part with a very precious commodity: their money.

For starters, find peace in knowing that you’ve prepared to the best of your abilities. You know your offering like the back of your hand. You also know why it is the perfect fit for the client. From your perspective, there’s really no logical reason why the client would choose otherwise. These facts will put you on solid footing for dealing with the uncertainty of the meeting itself.

Before you step foot into the meeting, prepare yourself for what could happen. Be honest with yourself and don’t sugarcoat reality. There’s a good likelihood that at least one board member will try to embarrass you. Some might even be downright contentious. If you’re caught off guard, you could risk losing your cool or seem unprepared. Factors such as these are entirely out of your control. Instead of driving yourself crazy, simply expect to receive mixed feedback from your audience. Embrace the uncertainty that is represented by the meeting. And, remain focused on the main goal: helping the client by means of what you can offer them.

Some sales professionals take this mentality one step further, considering a “worst case scenario.” In this situation, an unseemly outcome might involve losing the deal. As hard as that may be, it’s actually no different than where you stand today. Opportunities come and go. (Of course, you do want to win the contract!) By at least contemplating the worst case, you may realize that there’s actually much more to gain than to lose.

  1. Create Accountability with Technology

Just because the big meeting you’ve been dreading is over, it doesn’t mean the worst is behind you. Remembering to follow up and push for a decision is equally important. For some people, these types of administrative tasks are particularly painful. In particular, outgoing, Type A personalities are quick to move onto the next opportunity. While some deals will close on their own, most require constant prodding.

Luckily, if you’re using Insightly, you have a secret weapon for holding yourself accountable. Here’s how to get started.

Set Up a TaskWhile most people think of Insightly as a CRM for tracking sales deals, the software also doubles as a task management system. Adding tasks is easy and can be done from any web-enabled device. Be sure to link the new task to your existing opportunity record for the deal. This way, you’ll quickly recall which deal this task relates to when prompted on the due date.

Enable a Reminder for the Task – Speaking of due dates, Insightly users can set reminders for their tasks. Once enabled, Insightly will send a reminder email to the assigned user on a predefined date in the future. This is an especially powerful feature for sales professionals who spend more time in the field than reviewing tasks lists in their CRMs. Instead of remembering to do the stuff you like the least, Insightly automatically creates accountability on your behalf.

Take the Alert Seriously – We’ve all hit the “snooze” button on the alarm when morning comes too soon. Likewise, it can be tempting to dismiss Insightly reminders – particularly when the task involves an undesirable task. Before pushing out the due date, pause to consider the cause of your procrastination. Are you simply too busy today? Or, are you just delaying the inevitable?

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Regularly Review Your Victories – On some days, you just need a little extra motivation to confront your fears. If you’ve been regularly using Insightly tasks, reviewing your past accomplishments can serve as the added boost you need. Despite your shortcomings, you’ve overcome a lot and grown in fortitude.

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  1. Avoid Slipping Back into Too Much Comfort

Our natural inclination as humans is to drift back toward a more comfortable situation. As your business endeavors excel, you’ll likely be tempted to spend additional time enjoying the fruits of your labor. While there’s certainly nothing wrong with this goal, just be careful to not abandon what yielded your success.

In the long-run, how can you find a balance between this internal battle? While I’m certainly no expert on the subject, there are a few things I do regularly in my own business.

As a marketer, my revenue stream is largely dependent upon creating awareness for my abilities and knowledge. Networking through online editorial appearances and social media are great ways to drive new opportunities. Unfortunately, these activities require an investment of my time and resources. And, at the end of a busy day, engagement is one of the last things I want to do. To remedy this, I set up recurring calendar events at varying workday intervals. Although I would rather be billing clients for such time, I force myself to work on things that offer long-term growth opportunities.

Speaking of recurring calendar events, I also have standing meetings with a few fellow business owners. The goal of these meetings is to share ideas, compare success stories, and look for ways to encourage each other to take the next step. As someone who spends most of his day in a virtual ecosystem, meeting in-person with people whom I trust usually serves a much-needed kick in the pants. It would be more comfortable to skip these meetings, but I rarely walk away feeling like they were a waste of time.

What is Your Comfort Zone?

If you find yourself struggling to overcome your affinity for work life comfort, just remember: you’re not alone. Much like any challenge in your life, simply recognizing the problem is the first step toward finding a solution.

As your grandmother told you many moons ago, anything worth achieving is worth working for. Stepping outside of your comfort zone is no exception. Do your homework, lean on those you trust, and leverage technology to create accountability. In time, you’ll find yourself doing things you never thought possible!

 


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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Matt Keener is a marketing consultant and President of Keener Marketing Solutions, LLC. Matt specializes in content marketing and strategic planning, having helped numerous Saas (software as a service) companies and other small businesses worldwide. Read more of Matt’s work, check out his book, or connect with him on Linkedin.

Practical Solutions for the Office-less Entrepreneur

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For decades, going into the office for the typical 9-to-5 defined productivity. Nowadays, perfectly legitimate and successful businesses function without any ties to brick and mortar. Still, small business owners can feel they’re losing touch with the outside world, and work-from-homers can feel disconnected from their teammates and out of the loop. How can professionals with no office to go in to stay ahead of the game? Here are some key things you can do right now to stay organized, productive, inspired, and in control without setting up shop in cubicle land.

Carve out some space

While not everyone needs a physical office (and while we know entrepreneurs love their freedom and flexibility), it’s still essential to have some sort of dedicated working space and schedule (more on this soon). Without these two things in place, you’re more likely to work wildly inconsistent hours or never stop working at all. Neither are good for your productivity and can seriously damage your health.

Choose a spot that’s tidy, comfortable and away from distractions. No, it can’t be your bed. Make sure you only perform work-related tasks there. No personal phone calls, online shopping or meal times. It could be a TV dinner table that gets folded back up at day’s end. If it gives you access to everything necessary to be productive, it’s your space.

When you walk into the kitchen, you probably think about food. When you walk past a bathroom, you “remember” you’ve been holding it three hours. Your dedicated work space will be no different. Whenever you enter your work area, which is where your work magic will happen, your mind will know it’s show time.

Set your hours (and don’t play yourself)

A dedicated work space can help keep your work-life balance in check, and having a generally consistent schedule, too, will help prevent burnout and–if your industry allows for flex scheduling–lets you work during times when you function best.

Whether you’re a night owl or early bird, walk the dogs at 11 a.m. or take the kids to soccer practice by 4 p.m., having the flexibility to create the perfect schedule and tailor it to your life an increase your productivity overall. Take advantage of that! If you know you don’t mentally get going until 10 a.m., don’t start your day at 8 a.m. and waste two hours producing sub-par work and feeling miserable every morning.

A fairly consistent schedule also lets your team and your customers know what they can expect from you and when.

Get a headset and participate

Feeling out of the loop because you haven’t checked in for a while or are missing out on sometimes-valuable office conversations can be unsettling. Prevent this by getting connected and staying visible. Call into those meetings and don’t be afraid to set a couple up yourself as status updates for your team. Check in, touch base, and remind people you’re alive. Use CRM that connects you via laptop or phone and gives you access to all the info you need without chaining you to your “office network.” You’ll also have contact management features that are customizable and more fleshed out than your average office directory. Instead of using speakerphone, get a headset. You’ll be able take notes or get work done because you’ll have both your hands free.

Find your village

Being an entrepreneur, small business owner or remote worker can get a little lonely sometimes. It’s easier than ever to connect with people virtually, but we still need basic in-person interaction.

This is where your village comes in. Your village is made up of people who relate to what you do, offer an ear or advice when needed, and help you keep your skills sharp. They also use your industry’s lingo and understand your puns (so you can stop telling the bagger at the grocery store your hilarious programmer jokes and wondering why he doesn’t get them).

Find a meetup group in your area and go have some fun. You can also try office sharing, if available in your area. It’s a great way to meet like-minded, ambitious people who are also living the office-less life. Both these casual networking encounters can sprout new working relationships or customer referrals. You’ll wonder why you haven’t tried it sooner.

Not going into an office every day doesn’t mean you can’t stay a step ahead of the rest. You get to be part of the non-traditional work force and you’re not chained to a desk, so you’ve got room to make moves, experiment and customize as you see fit. Make sure you’re putting all that freedom to work so you can mold and shape it into something that works its absolute best for you.

 


 

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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