Turn It Up Tuesday: Tips from Insightly to Take Your Business to 11
Welcome to Turn It Up Tuesday, where we bring you 3 weekly tips—a tip on running your business, a tip on using Insightly CRM, and a tip on improving your life. Enjoy this week’s tips!
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Keep Your Sales Pipeline Flowing |
| Sales are the lifeblood of business. Make sure you keep them coming by getting your leads off to the right start. Building a sales pipeline is about finding leads and winnowing them down to hot prospects who are likely to become customers. For the very top of the sales funnel, get out there and meet people at events attended by potential customers. Be active on social media and on sites where they hang out. Have a form on your own website where visitors can send you their information (more on this below). Get leads into the funnel.
At the same time, you’ll always be narrowing down your list of sales leads to hot prospects. Ask the right questions right from the beginning to determine if you’ve got a qualified lead. Once you know someone is a prospect, pick up the phone and follow up. Cold calling can be difficult for many people, but email just doesn’t have the power of a good phone call. By communicating with your leads and following up until you know where things stand, you’ll continue to bring in the sales and grow your business.
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Add a Webform to Your Site |
| If someone is visiting your website and is interested in your business, make it easy for them to request a follow-up call with a webform. Insightly’s Web to Lead and Web to Contact features give you the ability to create a simple HTML form which you can copy-and-paste onto your site. With the form on your business’ web page, your visitors can submit their contact information, and the form will pass it through to Insightly and into your workflow. New leads or contacts are created instantly and are automatically tagged as “Web Leads” or “Web Contacts.” With the data entry and tagging done for you, you can create saved custom filters to see all your new leads and work through your sales process right from Insightly! |
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Start a Conversation with Someone New |
| Friendships are important, yet it’s not uncommon for our social circles to shrink as we get older. This isn’t too surprising as the responsibilities of adulthood take up more of our time. Nevertheless, it’s important to continue cultivating new friendships, which are an important factor in maintaining a higher quality of life. Many of us, especially introverts, aren’t very enthused about the idea of talking to random strangers, yet we’ve all recognized the benefits of a new connection at one time or another.
There are no shortage of ways to start a conversation and the key to the most successful ones is to ask open-ended questions that will get someone talking. “What do you do for a living?” or “How about this weather?” are the kind of small talk that won’t provoke interesting answers or provide insights about someone. Ask them about things that matter: their opinions, hobbies, families, pets. Asking for help is another way to have someone engage in conversation. No matter which approach you take, remember that a conversation is a two-way street, so make sure you’re listening and responding through reactions or follow-up questions. You never know where a conversation will lead, and you’ll never know if that stranger will become a friend unless you engage them. |
Start a conversation with Insightly and discover a CRM that will help you manage your To Do lists and your leads. Check out our features and plans on our pricing page or sign up for a free trial right now.
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About the author: Tony Roma is Insightly’s Content Manager. He’s been helping businesses implement software solutions for over ten years.
Image courtesy of vectorolie at FreeDigitalPhotos.net.
