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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 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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Self-Service for Insightly Users

Insightly has a self-service model that offers many options to learn how to use Insightly CRM more effectively. A good method to answer questions and learn about Insightly is to open one browser window to view information from the following links while working in Insightly in another browser window.

  • Insightly Resources includes the links below and more, so it’s a great place to select from your favorite kind of documentation and video options to learn about CRM and Insightly.
  • If you’re interested in tutorials, Insightly University has got you covered. From a general overview to record links to managing projects, you’ll find step-by-step video guides to walk you through Insightly.
  • Our Help pages include articles to answer hundreds of questions. With a quick search, you’ll always find answers.
  • And to stay up to date on new product developments, click the Product News section right here on our blog!

 

 

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 Good Calendaring=Smoother Sales Processes

If you have a CRM, it likely has a calendar of some sort, but you need one that really works for your team. It must have reminders, notifications, and recurring tasks as a bare minimum. If it can also include sales pipelines, collaborations with other team members, and the ability to sync with other popular calendars it will work out even better.
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Robust calendar features save your team the time of double checking deadlines, tasks, and others’ schedules each day. It also lets them avoid double booking anything by having a completely synched schedule. With reminders and notifications, there is no chance of forgetting about a deadline.
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Road Heat

 In November 2014, SolaRoad, the first road converting sunlight into electricity, opened in the Netherlands. Along the 100-meter bike path, solar cells are embedded into concrete slabs, protected by a centimeter-thick layer of tempered glass.
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A similar concept recently gained momentum in the United States, where Solar Roadways received more than US$2 million from a crowdsourcing campaign to drive its patented solar paving technology to the next level. Back in the Netherlands, the consortium powering SolaRoad will test the path over the next three years to determine its efficiency and durability.

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!

Contact us on Facebook, Twitter, Google+, or send us an email.

And if you haven’t tried the best CRM around, check out Insightly’s features and plans on our pricing page or sign up for a free trial right now.

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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.

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