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, a tip on running your business, and a tip on improving your life. Enjoy this week’s tips!
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Use Insightly’s Pipelines to Guide Your Sales Team |
| Your sales team has worked hard to understand your customers, and you know what works to close a deal. When bringing someone new on board, you want to get them up to speed without missing a beat. Insightly’s pipeline feature can help you lay out every stage of your sales process and provide a clear path for success. This “reinforcement of an effective and repeatable sales process” is one of many CRM goals that Insightly can help you achieve. If you’re not using pipelines, your Insightly administrator can set them up from the System Settings > Pipelines page. In addition to being displayed on the opportunity you add them to, you’ll also see the pipeline for every listed deal on your Opportunities tab. You can even automatically create tasks at each stage—just create some activity sets and add them to the pipeline to automate your workflow and save steps when working those deals. Just think of the pipeline as a conveyor belt and each activity set as a bucket of tasks that you’ll use when you get to that stage. You can then focus on your business while your CRM keeps everyone on track.  |
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Develop a Sales Process for Strong Growth |
As your business expands and your team’s experience grows, your sales methods will surely change. But at each stage of your growth, a consistent sales process will help create more predictability for business decisions and forecasting. While you want consistency, remember that no two salespeople are exactly alike, so leave room for different selling styles and work with your whole team to develop a system. You’ll want to aim for a process that is repeatable and scalable, but not set in stone. Understand that adjustments will need to be made as deals are won or lost and the results speak to a need for change. With every sales team member working from the same playbook, everyone can bring in more business.
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Start a Routine, Every Day |
| Eat a live frog first thing in the morning, and nothing worse will happen to you the rest of the day. – Mark Twain When we plan on tackling a new goal, like getting more exercise or eating healthier, the daily tasks we face can feel like they’re getting in the way. In The Compound Effect, Darren Hardy suggests you use the often under-utilized time in your mornings and evenings to “bookend your day” and set a tone that will help you achieve your goals. Taking five minutes out of your morning to jog in place or plan your lunch may seem like a small step, but you need to take a first step to start a behavior that can lead you to form good habits and create a feedback loop that encourages you to continue toward your goals. |
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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 workflows for over ten years.
