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 using Insightly CRM, a tip on running your business, and a tip on improving your life. Enjoy this week’s tips!
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Keyboard Shortcuts |
 And you can disable the keyboard shortcuts by unchecking the Enable Keyboard Shortcuts box in the shortcuts window.
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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The Clean Machine |
| It won’t be long before we hit Labor Day weekend and spring officially rolls over into the summer season. Before you hit the road with the family for summer vacation, set aside a couple of hours to tidy up your digital universe:
Refresh Your Passwords Minding a herd of passwords can test your memory, but it’s still one of the best first lines of defense in keeping your online presence off limits. Good practices for creating passwords include creating something lengthy and complicated. Long and random combinations of letters, numbers and other characters work best.
Back It Up Hackers are getting ever more creative in their approach to cyber crime. One of the more recent crimes are called “extortion hacks“. As the name suggests, a hacker will infiltrate and lock down a computer and demand money in exchange for NOT wiping the hard drive clean. The remedy? Back it, back it up, back it up.
Update Software on the Regular Whether it’s a smartphone, tablet, desktop, or laptop, software updates are critical. They are created to fix flaws that could otherwise give hackers a way into your device. This applies not just to operating systems but to common apps like browsers and media players. Dump software that you no longer use or that’s no longer updated.
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Get Cozy With Cold Calls |
| This week we’re introducing a new series of weekly sales tips. To kick off the series, here are some best practices that will keep you warmed up and ready during cold calls. After all, cold calls often result in warm leads.
Most calls land in voice mail, either on a person’s cell or on their desk phone, so keep it short and sweet. If you look at a message on your phone that is over a minute long from a unknown number, chances are hight it’s getting deleted. Identify yourself, your company, and why you were trying to reach the person. Don’t pitch, don’t lie, and don’t be fancy, keep it short and to the point and let them know exactly why you called.
Keep your ultimate goal in mind as you are making your calls. The goal is to discover if the person you are calling has a pain, need, and budget for what you are selling. Having this in mind will keep you more aware of what you are doing and why, rather than letting your brain switch to autopilot and becoming a robo dialer. Above all, stay positive! This is easier to do for some of us than it is for others, but it will make the experience of the call better for both you and the person you are calling. Stand up when you make your calls, smile as you dial the number, put a mirror in front of you, make funny faces at the coworkers sitting near you – do anything that will keep you from speaking lethargically over the phone. |
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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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.
