Make Every Business Call Count – Phone Tips from Insightly

Welcome to Turn It Up Tuesday, where we bring you 3 weekly tips—a tip on using Insightly, a tip on running your business, and a tip on improving your life. Enjoy this week’s phone tips!

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Optimize Contact Numbers for Your Mobile Phone

If you’re using either of Insightly’s mobile apps for Android or iOS, you can include dialing codes when you enter a phone number in Insightly and make dialing easier from your mobile phone. For example, phone numbers with extensions or phone trees will require a pause between the dialed phone number and the option number or telephone extension. Most mobile phones allow you to include a comma (,) to allow for a 2-3 second pause and a semicolon (;) to wait for your okay to continue.
 
When entering the phone number into Insightly, you can include these characters directly in the phone number string (for example, “1-800-555-7662,101”). Anytime you dial a contact from one of our mobile apps, the pause and extension will then be dialed for you with no additional steps required!
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Common Sense Phone Etiquette is Good for Business

Communicating with your prospects or customers over the telephone always requires knowledge about your products or services to effectively make a sale or resolve a problem. But the way you communicate is just as important as the information you’re sharing. Your greeting influences your initial impression, so err on the side of formality as you identify yourself and your business. Smile while you’re on a call to help you maintain a friendly tone—you can even install a small mirror on your desk as a reminder. Phone calls are like any other conversation, so listening carefully will go a long way toward understanding the customer’s needs and addressing them properly. Keeping these basic practices in mind will help your customers feel welcome and respected.
Yelling is an example of poor phone etiquette
Callers can’t smell your breath, but they can tell if you’re not smiling.
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Protect Your Smartphone

Today’s $600 smartphones hold exponentially more information than a computer from the 1970’s that cost $2,638. With all the apps, contacts, and communications available, the data on your phone is certainly more valuable, too, so it’s important to protect it from unauthorized access. Setting up a PIN or password is a simple step that will help keep your personal information safe. When you change phones or upgrade, restoring the factory settings on your old phone will wipe out your own information before you sell it or trade it in. The FCC Smartphone Security Checker can provide you with specific steps to secure your brand of phone as well as other links to help you better understand mobile security.

 

Send Us Your Tips

Would you like to share your tips with other Insightly customers? Send them to us!
If we use one in our weekly feature we’ll send you a $10 Amazon Gift Card!

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And if you haven’t tried the best CRM around, check out Insightly’s features and sign up for a free trial.

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About the author: Tony Roma is Insightly’s Content Manager. He’s been helping businesses implement software solutions and improve their work processes for over ten years.

Image courtesy of imagerymajestic at FreeDigitalPhotos.net.