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Get Familiar With Custom Fields

Common examples of custom fields include billing ID numbers, birth dates, contract renewal dates, project types, and referral information. They’re perfect for information that you want to be sure is filled out in your records.

A project with custom fields grouped under “Project Information” and “Building Information.”

Sidebar note:

• Only Insightly administrators can create custom fields.
• You can create fields for contacts, organizations, opportunities, projects, and leads.

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.

If you find yourself drowning in meetings, here’s a smart productivity hack–make meetings as purposeful, efficient, and productive as possible:

1. No more update meetings — only decision meetings.
2. Relevant information must be shared with meeting attendees in advance.
3. Everyone must do their homework before entering the conference room.
4. No devices.

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If you’re on the look out for new ways to trim your monthly expenses, spend a few minutes with your monthly bank and credit-card statements and identify any recurring subscription fees for services that you may have forgotten about.

Make it Happen!

In sales, unless you work at a 100% inbound call center, nothing will happen until you make it happen. Great salespeople don’t sit around waiting for the phone to ring, they get out there and make things happen and make sure their pipeline stays filled. Get busy selling, or get busy dying.

Sales 101: sell the benefits of your product to customers, not the features.

Not all prospects are created equal, but you wouldn’t know that if you polled a bunch of salespeople. There’s selling to the wrong person because they’re not the decision maker, whether it’s a husband without his wife, or the wrong executive at a large firm. Then there’s selling to someone who isn’t even in the market for your product. All of this can be avoided by qualifying the prospect with the right questions up front, rather than just crossing your fingers and hoping for things to work out.

Read more insights about what will work against you if you’re in the sales game.

This week’s sales tip is provided by Adam Honig, CEO of Spiro Technologies. Spiro’s mission is to help salespeople make more money using artificial intelligence.