Insightly is now SOC Compliant

You must be asking yourself, what is SOC Compliance and what does it mean for me? Well, SOC stands for Security Organization Controls and it is a security standard developed by the AICPA (The American Institute of CPAs). What this means for you is that Insightly has controls in place to ensure that your data is safe and secure and our SOC 2 certification proves it. For example, in practice, it means that:

  • When a new Insightly employee joins the company, there are background checks conducted to ensure they don’t pose a credible security risk.
  • When an Insightly employee leaves the company, there are safeguards to ensure that customer data is safe.
  • Insightly has reliable and credible business processes in place to resolve system problems that may compromise security.
  • Insightly has controls in place to prevent unauthorized third party access.

Not only is Insightly as a company SOC 2 compliant, but the data centers we use are also SOC 2 compliant. So, you can rest easy knowing that any risk of data breaches or system hacks is minimized because we care about your data’s security.

Don’t Rip the Chip

Turn It Up Tuesday: Tips from Insightly to Take Your Business to 11

Welcome to Turn It Up Tuesday, where we bring you 4 weekly tips—a tip on running your business, a tip on how to ramp up your sales efforts, a tip on using Insightly CRM, and a tip on improving your life. Enjoy this week’s tips!

tips on tuesday logo 198x194

 


tip-for-insightly 60x58

Creating & Managing Leads

One of the main features of Insightly CRM is lead management, an integral part of the Insightly’s sales process and the starting point of your entire sales funnel.  

In Insightly, you are able to create leads in few different ways:

  • Enter them on the Leads tab.
  • Import them from a CSV or Excel file.
  • Scan business cards with our mobile apps. (Available with a paid Insightly subscription.)
  • Add a Web to Lead form to your website so visitors can submit the own information.
  • If you have technical resources, you can also add leads through the Insightly API.

 

leads1

 

A qualified lead can be then converted into a sales opportunity, organization or contact by Insightly.

leads2


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.

 

 

tip-for-biz 60x58

To Review or Not to Review?

Maintaining a good online reputation does not only increase popularity but revenue for the business as well. About 90% of online customers were more likely to purchase after reading positive reviews, and 86% said a negative review would influence their decision.

 

star reviews

 

However, sometimes it takes a little push to get those reviews from your customers and as Content Manager for QuickTapSurvey Shereen Dindar says, “Even your biggest fans may be unlikely to review your business if it means taking time out of their busy schedules.” If you find that your business is struggling with customer reviews, here’s what you can do:

  • Send out surveys. While they are using your product, get an insight of their experiences before they can leave a review somewhere else. You will be the first one to know if there are any concerns and address them as soon as possible.
  • Offer an incentive for reviews. Let your customers know how much you value their feedback and offer them a small gift in exchange for an honest review.
  • Address negative reviews appropriately. Bad reviews reviews are unavoidable, but this will give you a chance to engage and show that you want to improve their experiences. The negative review might even turn into a positive one!
tip-for-life 61x58

Who Put the Paper in My Pringles?

If you’re a fan of Pringles, you understand the struggles of eating these perfectly shaped potato chips. Your hand is either too big to fit in the container or crumbs. EVERYWHERE. No one wants pieces of chips stuck in between their keyboards or having to wipe the crumbs off their desks. Sorry, janitor.

 

pringles

But do not worry. There is a crumbs-saving solution; find a piece of paper and roll it so it fits in the container. Place the paper in the container and now you can safely and easily enjoy your Pringles without having to worry about the mess.

Think Like a Buyer

One of the most critical aspects of a successful sales strategy is to document your Buyer’s Journey. Recognizing your different types of prospects and knowing what information to deliver at which stage of their process will help you converting to leads and turning them into satisfied customers more successfully. Marisa Smith, CEO of the Whole Brain Group, advises you to ask yourself these questions: “Start at the end—what will they do immediately before signing a contract with you? What’s the step before that? The one before that?”personasKnowing the answers to those questions will help you identify the needs of your prospect faster and provide them with more accurate information. Be sure to take notes of every step and interaction along their way of becoming customers!

Check out Insightly’s features and plans on our pricing page or sign up for a free trial of the best CRM around.Free-trial-button

Send Us Your Tips. Would you like to share your tips with 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.

J-ShaoAbout the author: Joyce Shao is currently a Marketing Intern at Insightly and is pursuing a Business Management Economics major at the University of California, Santa Cruz

Lead Assignment Rules are Here!

 

Better-sales-leads

Insightly is rolling out a brand new feature that will bring better results to your sales lead management processes. Available on Professional and Enterprise subscription plans, lead assignment rules automate the process of assigning leads as they are added to Insightly, making it easier on sales managers and teams to distribute leads evenly or according to specific criteria. You can choose to assign leads in a number of different ways, including:

  • Geographic area, by selecting fields like Postal Code, State/Province, or City.
  • Number of employees, by selecting the Employee Count field.
  • Your own custom fields that you’ve set up in Insightly.
  • Round robin, by selecting a team or multiple individuals to receive leads on a rotating basis.

You can use almost any lead field to set up a rule, and you can choose from many different matching criteria. Learn more about setting up Lead Assignment Rules.


 

At Insightly, we offer a CRM used by small and mid-sized businesses from a variety of verticals. Learn about Insightly’s features and plans on our pricing page or sign up for a free trial.

Free-trial-button

From One Creative to Another

Customer-rapport

Creatives inherently go against the grain; it’s what fuels the value they deliver to their customers. But what about when it’s time to bring in business, support customers and nurture leads?

This is where many creative businesses struggle. In a recent survey of nearly 400 creative professionals and business owners in marketing, communication, design, advertising, media and creative agencies, Insightly identified the specific challenges agencies most often face when it comes to project management and sales. Organization and client management rose to the top of the list.

Among the survey respondents was Chase Clymer, CEO of digital marketing agency two70. We spoke with him recently about how CRM has helped him to overcome project management challenges and improved the way he runs his creative business.

Insightly: Describe two70 and the services you provide.

Clymer: two70 is a digital marketing agency based out of Columbus, Ohio. We enhance our clients’ work by creating visually appealing materials, and we specialize in web development, content marketing, and social media management.

Insightly: What made you want to start your own business?

Clymer: I’ve been doing freelance photography since college. I was also in a band, and after graduation, we toured across the country. During that time, I still needed to make money, so I continued to freelance while also using my digital marketing skills to promote the band. After the band broke up, I took a job as creative director for a music festival and further honed in on my marketing chops. Three years ago, I decided to go out on my own and that’s when two70 was born.

Insightly: On average, how many projects do you have at any one time?

Clymer: I work on between 6 and 12 projects at one time. Our clients are in a variety of industries, including insurance, real estate and fashion.

Insightly: Why did you look for a new solution, and were you looking for a CRM specifically?

Clymer: I knew I needed a better way to keep track of contacts and project details. I’ve used CRMs before, but I never found one that really met all my needs. I heard about Insightly, and after reading reviews from other users about how easy it is to use and its solid integration with Google Apps, I decided to try it out. The scalability of Insightly’s Freemium option was also a huge draw. two70 is growing, so I needed a tool that could grow with it. Now, when we need to add more functionality, it’s there, and we don’t need to search for another tool.

Insightly: What were you using to manage contacts, leads and projects before Insightly?

Clymer: For a long time I used a simple notebook to keep track of to-dos, client phone numbers and emails, and notes from client calls. Once I found Evernote, a digital notebook, I started to use that, and it worked for a while, but things were still falling off my radar. I knew it wasn’t a good way to keep a growing business organized, manage simultaneous projects, or keep up with prospects. Once I started to use Insightly, it was like night and day. I was able to quickly reference notes, see the progress of each project, and stay on top of daily tasks.

Insightly: What is your biggest sales challenge?

Clymer: It’s been a challenge to move customers through the sales funnel, so this is an area of the business that Insightly has really helped to improve. When a new lead comes in, I add it into Insightly and immediately start to assign myself tasks and reminders. This can be anything from a task to schedule a consultation, to setting a reminder to follow up with a lead in a few weeks to see if they’re ready to move forward

Insightly keeps us on track with our project deliverables. Now we can automate the tasks for putting together a proposal and assign deadlines, so we can get material to the client quickly. The ability to turn around proposals and projects is what sets us apart from other agencies. Once the contract is signed and we’ve officially won the business, we get the project moving, assigning tasks and deadlines for both two70 and the client. Our clients have a million things to do, and Insightly makes working with two70 a seamless process.

Insightly: How does Insightly help you deliver excellent client service?

Clymer: We’re very personable and take pride in our ability to respond quickly to inquiries – we never let emails sit for too long. The integration with Gmail makes it easy to add a task from within an email, so I don’t have to remember to add it to Insightly later. We also automate tasks and add reminders, so nothing falls through the cracks, which helps us to provide clients with excellent customer service. Because we take such good care of our clients, we have a very high retention rate, and referrals make up a large part of new business. Insightly also helps us to keep track of who is referring us to new business.

Insightly: What does Insightly mean to you as a business owner?

Clymer: I don’t know how I ran my business before Insightly – it’s my favorite tool. I love that it’s an all-inclusive platform, so I only need to remember one password. I can keep track of almost every aspect of the business, and the fact that it’s so tightly integrated with Google Apps means my Gmail, Google Docs, and calendar are easily accessible, which makes my life just that much easier.

Insightly: Describe one of your favorite client projects. Why is it your favorite?

Clymer: During this year’s NBA finals between the Golden State Warriors and Cleveland Cavaliers, two70 worked with Ohio Against The World, an apparel company based in Cincinnati. During the series, the T-shirts were flying off the shelves, and we executed a Facebook advertising campaign promoting the brand. It was cool to be part of a viral campaign connected to a moment in sports history.

Insightly helped to manage what needed to get done and when. This was a fast-moving project, given the pace of the series, so we had to stay on top of everything. I set reminders for game days, and would immediately check the stats post game so I could update the wording of our ads. This happened all the way up to the final game. Once the Cavaliers won, I immediately updated all the messaging to promote the champions t-shirt. It was much more intense than the usual social campaign, so it was vital that I had Insightly there to keep me on track and on pace.

Insightly: How will Insightly help in the continued growth of two70?

Clymer: I just hired a new assistant and the first thing I told her was that she needed to watch the Insightly University videos so she’s up to speed with how to use the platform. Insightly is at the core of my business, so any new team member needs to be able to dive in and use it efficiently. As the business continues to grow, I know Insightly is going to be the best way to manage my team and projects so there’s no confusion about where things stands and what needs to get done.

 


At Insightly, we offer a CRM used by small and mid-sized businesses from a huge variety of verticals. Learn about Insightly’s features and plans on our pricing page or sign up for a free trial.

Free-trial-button

5 Tips to Keep Your Team Organized

Better-Efficiency

 

We all know how difficult it can be to keep your team focused and on target. A modern office comes complete with distractions galore, most often in the form of texts, phone calls, email, social media and those unavoidable and all important personal lives.

Even when people are getting on with their work, time is wasted on inefficient storage methods, searching through paper clutter, on finding information that should be readily available, and on meetings that drag on and make people want to fall asleep. We’ve all done it, right?

So how do you go about organizing your team and keeping them on task?

1. Streamline inboxes.
Studies show we spend 6.3 hours a day reading emails. Cut down on wasted time by sending fewer emails, keeping them short and to the point, and marking priority messages. For maximum efficiency, put the bulk of the message in the subject line and the first line of the email:

Subject: Reminder – Client meeting XYZ Company 3PM conference room
1st line: Please set up presentation by 2:30 and be prepared to discuss ideas.

Using the subject and first lines allows recipients to see all the necessary info at a glance, without opening the email. It also make emails easier to search at a later date.

2. Organize supplies, documents, and tools.
Just as businesses typically organize a supply closet, you can organize your online repository. Set up a dashboard for the apps and programs your team needs, and centralize your communications in your CRM. With all the information they need in one place, your team will save time and avoid frustration.

3. Allow autonomy and collaboration
The younger your team, the more they will appreciate collaboration. Millennials grew up in a crowdsourcing world and are comfortable in teams. However, every human needs the freedom to make decisions, offer opinions, and know their input is valued. Encouraging input from your team builds a collaborative atmosphere that keeps your team motivated and organized.

4. Go paperless.
You may still be using physical paper for orders, contracts, and other things that require a signature – but why? Storage boxes and filing cabinets fill up a ton of floor space better used for other purposes. Scan those old physical copies, move to a digital signing process, and get rid of paper for good. Not only does it take up space, it’s a waste of time when you need to find (and then refile) paper.

Files accessible online makes information available to everyone with access, whenever they need it, wherever they are. Documents can be attached to contact records in real time, so everyone is updated at all times.

5. Set subtasks.
Breaking large projects down into smaller tasks to be done in order is the heart of project management. Automatic reminders keep each subtask prioritized, reduces procrastination and helps to avoid your team from becoming overwhelmed with the enormity of the task. With efficient project management, you can easily recognize each step, when it has been completed, and what the next step is. It can help to avoid missing vital steps and keep the job moving forward without scope creep.

For both teams and individuals, organization is the answer to efficiency. These tips will help you keep your team organized and moving in the right direction.

Workflow Improvements

Shift All Milestone Dates

By popular request, we’ve been hard at work improving Insightly so that you have a more seamless workflow and I’m excited to share everything we’ve completed. A quick summary of what’s now available in your account is below.

With all of these improvements together, your new workflow could look like this:

  1. Capture a lead or a contact from an Insightly form using custom fields
  2. Submitted form creates a lead or a contact with associated custom field data
  3. Lead or Contact is assigned to the appropriate person using Lead Assignment Rules
  4. The lead or contact interacts with a rep and decides to buy; with each interaction tracked
  5. Leads are converted to an opportunity, project, contact or organization
  6. Apply a copy of an activity set at the appropriate opportunity or project stage
  7. Automatically shift the dates of all project tasks and events when a project’s milestone date is changed

shift-dates-milestone

With these improvements, you can now have one seamless workflow where customer interaction data is available at the right time and in the appropriate record type. When you couple these minor improvements with our recently released Lead Assignment Rules, you can make sure leads are automatically routed to the appropriate person or team. And, if you no longer need converted leads, you can delete them individually or in bulk from the lead detail view or the lead list view as shown below.

Ability to delete a lead individually or in bulk

If you like this update, be sure to like and share it on social media!

How To Get Your Salespeople To Use Your CRM System

Get-Sales-Buy-In

 

A few years ago, we suffered a horrible customer relationship management (CRM) failure.

The project involved an international distributor based in Pennsylvania with about 50 sales reps around the world.  Every week the sales reps sent in their Activity Reports in all sorts of different formats – spreadsheets, word docs, scrap pieces of paper, telegrams, notes tied to carrier pigeons – to an administrator who then spent a day consolidating all the information into a single report for the VP of Sales to review. The VP of Sales, tired of the effort, decided to invest in a CRM system.  He hired us to do this.  And so we did.

We setup a great CRM system for the company.  We configured screens and put in a process for entering data.  We trained the sales group both in-person at their annual meeting and then online.  We worked hard to put in place the best CRM system a company could buy.  And it was awesome.  Except for one thing.  No one used it.

Well, not exactly no one.  Let’s say about a third of the sales reps didn’t use it.  There were lots of reasons given.   “The forms are too cumbersome,” one said.  “The process is too slow,” another complained.  “I prefer my spreadsheet,” a few others said.  So what happened?  They went back to doing things the old way.  And, worse, the VP of Sales let them. When a third of the people in a workgroup don’t use a workgroup system then the system fails.  The company’s CRM system failed.  We failed.  So what did I learn?  Three things.

Treat each sales rep individually. 

I have met plenty of sales reps that can sell snow to an Eskimo in January but aren’t very good with software.  Fair enough.  But software and databases are necessary tools for salespeople today.  I failed to come up with a compromise for each salesperson individually. At the international distributor, like most companies, a third of the sales people needed extra hand-holding.  We should’ve known about these people in advance and had a plan to help them individually understand the system.  An internal support person should have been assigned to these salespeople to monitor and answer any questions so they didn’t feel like they were alone in the woods (or in Germany or Japan, or wherever their office happened to be). Each person is different – some may prefer a mobile app, others to do data entry on a desktop.  A few may want to just call in their appointments to an admin for updating over the phone.  It’s all good as long as we get the data into the system. For a CRM system to be successful, each sales rep has to be treated as a customer.  We never asked ourselves what could we do to minimize their data entry time so that management can get the data they need to run the business?

Keep it simple. 

We had way too many fields and way too much information that we asked the sales reps to submit.  Sure, it was all useful data. But it wasn’t critical.  And much of it wasn’t used on the Activity Reports, which were the primary driver for the system in the first place.  The salespeople became frustrated with all they were asked to do.  And when they failed to do all the data entry there weren’t any repercussions because no one was really checking.  We should have minimized the data required and only asked the salespeople to complete only what was needed for the VP of Sales to get his weekly Activity Report.  Once that objective was realized it may have been time to consider more data.  But not all at the beginning.  It was too much to ask, particularly of a group of people who have never done this before.

Finally, man up.

We should’ve been tougher with the boss.  Yeah, the VP of Sales.  It was his system.  And he knew how valuable it could be.  We needed to make sure that he was committed and ready to weather whatever grumblings he received from the sales group.  For a CRM system to work everyone must understand that the database is not about them.  It’s about the company.  Sure, we want it to help sales people be more productive and close more deals.  But the data is what’s important and the executives who succeed with their CRM systems man up and hold firm.   We should never have let our client cave in to his sales reps’ complaints and re-accept those Activity Reports the old way.  He should’ve said “if it’s not in the CRM, then it doesn’t exist and you and I have a problem.”  He should’ve offered whatever resources to address his sales reps’ questions so they could get with the program.  But he didn’t.  And we let him. And the system broke down.

We made mistakes.  But we’ve learned. CRM systems don’t save time.  At least, not at first.  Activities, notes, conversations and emails need to be entered into the database.  We now know that this is not something that many sales reps are used to.  But over time, the data provides great insight into opportunities and the better management of resources.  If we had understood this better our client would today have a great system for all their sales reps.  Instead, it’s just a glorified rolodex, at best.


At Insightly, we offer a CRM used by small and mid-sized businesses from a huge variety of verticals. Learn about all of Insightly’s features and plans on our pricing page or sign up for a free trial.

Free-trial-button

Gene_Marksx160About the Author: About the Author: Gene Marks is a small business owner, technology expert, author and columnist. He writes regularly for leading US media outlets such as The Washington Post, Forbes, Inc. Magazine and Entrepreneur. He has authored five books on business management and appears regularly on Fox News, Fox Business, MSNBC and CNBC. Gene runs a ten-person CRM and technology consulting firm outside of Philadelphia. Learn more at genemarks.com

How to Communicate Effectively with Potential Customers

World-Language

 

At a young age, you learn how to speak. Words become the basis for how you relay your needs, feelings, and ideas. You become proficient at putting together coherent sentences; stringing these sentences together helps you articulate complete thoughts and opinions. Eventually, you engage in conversations, debates, and discussions. In short, you master the art of communication through the spoken word.

However, a chasm exists between the ability to communicate and the aptitude to be an effective communicator. That gap is explained by one simple concept: articulating yourself is not the same as being heard and understood.

Effective communication is the ability to deliver a message in such a way that the listener has a clear comprehension of the exact meaning you intend to convey.

While this concept may seem simple at face value, the effort, time, and practice required to develop that skill set is frequently overlooked. Too often, communications are misheard or go unheard altogether. Sometimes, the target of the message has stopped listening. Other times, imprecise language creates holes in the listener’s understanding, and contradictory messages leave the listener confused.

To illuminate the path towards effective communication, we’ll look first at communication tactics and then move into the process of approaching and engaging your target listener. The goal is to arm you with knowledge so you can get out there and practice. No one becomes an effective communicator overnight, but the only way to improve is to learn what to do (and what not to do) and to find your own rhythm for starting conversations.

Of note: while the tactics below can be utilized for many different types of conversations, the context here is how to effectively communicate in person with potential customers—people whom you don’t currently have a dialogue but want to start a conversation with for the purposes of delivering your business message.

COMMUNICATION TACTICS

Mind the 7 C’s

Let’s start with the basics. When striking up a conversation with someone you don’t know, there are a cluster of “C” words—coined the 7 C’s—that serve as guidance, both for how to present yourself and for how to speak in order to ingratiate yourself to your audience or listener.

  • Clear—Coherent, simple, and straightforward communication is essential.
  • Consistent—Unchanging and stable messages illustrate reliability.
  • Credible—Speaking the unequivocal truth helps you gain and keep trust.
  • Confident—Self-assured composure boosts people’s impression of you.
  • Civil—Being courteous goes a long way.
  • Concise—Pick words to illustrate your point and drop anything superfluous.
  • Compassionate—Empathy and compassion endear you to others.

Four of those traits—credible, confident, civil, and compassionate—speak to the person delivering the message. After all, who doesn’t want to communicate with an authentic, humble person who focuses on the feelings of others while illustrating confidence and speaking the truth?

The other three qualities—clear, consistent, and concise—describe how to make your message understandable and digestible. Simplicity is always appreciated for clarity and encourages engagement—the whole goal of the communication.

Beware of your (unintentional) language

What language do you speak without saying a word?

Body language is one of the most overlooked—and primal—ways that we communicate with each other.

You often sense or inherently notice when someone looks open and friendly, closed and uptight, or tense and jittery. Sometimes the signs are more obvious than other times, but we often struggle to recognize the same body language in ourselves. Unfortunately, some of the very things you might be feeling (discomfort, nervousness) are probably written all over your face and in your stance.

The data backs up the assertion that verbal messages are interpreted by people based on three things:

  • 55% is based on facial expressions and body language
  • 37% on tone of voice
  • 8% on words

Read that again: only 8% of the verbal messages people hear are the actual words we use.

When broken out by gender, women give even more weight to facial expressions and body language and even less to words.

Utilize positive body language

Not surprisingly, employing physical methods to portray yourself as confident in what you have to say will go a long way towards helping you to communicate effectively.

These five techniques yield delightful results:

  • Eye contact creates an instant connection between people. It’s much easier to garner attention, keep them listening, and convince them of your message if you’re holding their gaze.
  • Uncross your arms. Human instinct tells us to protect or comfort ourselves when insecurity strikes, which is actualized in arms being crossed over one’s chest. That exact behavior perpetuates the problem because it’s off-putting to the person you’re trying to engage.
  • Smile and the world will smile with you. That oft-used phrase is never more true than when approaching someone new. Smiling is infectious in all the right ways: it triggers a positive response from the person you’re hoping to engage, and as a bonus, it naturally helps you feel better, too.
  • Pay attention to feet. Point yours at the person you’re speaking with and make sure the other person is doing the same to you. If his or her lower body starts to point away from you, an escape from the conversation is about to occur. You have mere moments in which to save the interaction.

Mirror (healthy) body language of the person you’re speaking with as a way to indicate that you are similar to each other and understand what that person is thinking of feeling. Be subtle and sincere in your movements.

On a final note: in our mobile society, the biggest body language no-no is looking down at your hands—not because you’re fidgeting with them (although that’s also not ideal), but because you’re looking at your phone. Unless it’s a dire emergency, never pull out your phone to check email or text messages in the midst of communicating with someone new. The only reason to take out that device is to input the contact information of the person standing in front of you.

Use only the good words

Since words are being heard at a much lower rate than we’d hope (8% or less), you’d be well served to pick the good ones.

Use positive key words that make your point and use them often. Repetition is great for planting the seed. That word or phrase will subconsciously become associated with you or with what you’re trying to sell (ideally, both).

On the other hand, whether you’re, like, valley girl material or not the, um, you know, ah, most articulate person in the world, you’re much better off adding pauses or brief moments of silence to your repertoire than resorting to filler words.

While discussing words to remove, this sentence illustrates two overused words that cripple the speaker every time: “I just want literally five minutes of your time.”

The word “just” make you sound weak and as if you believe you’re imposing on the person. That’s not the confident first impression you want to make. And please don’t get me started on the word “literally,” which has been bastardized beyond recognition. Removing these words and others like them will elevate your speech and writing.

In the same vein, negative words like “never,” “can’t” and “no” should be avoided, especially in early conversations. Few people appreciate hearing pessimism from anyone, let alone someone they just met.

APPROACHING AND ENGAGING YOUR TARGET LISTENER

Know your audience

Now that you have tools for how to speak—both verbally and through positive body language—we can look at the best methods for establishing communication.

The most important thing you can do when approaching someone is to know who the person is. That doesn’t mean you need the person’s life story or to know favorite colors and hobbies (although some small details never hurt); the point is to understand why your message is important to that specific potential customer.

What does that mean you need to do? Think back to your days in school.

Yep, you need to do your homework.

  • What are the daily challenges he or she faces?
  • How can you help this person with something that is an urgent pain point?
  • How do you solve the problems that keep him or her up at night?
  • Why should he or she want to talk to you?
  • What messages resonate best?

Part of understanding your audience is putting yourself in their shoes in order to empathize with the person and respond in a way that matches what they are communicating back to you. You are a source of information, but you should also be someone who can listen and adjust your message based on what you’re hearing.

Direct approach: Share your objective

Walking up to someone you don’t know to do a sales pitch can be daunting for even the most self-assured and practiced people. There’s a good explanation for this trepidation, as it turns out that most people don’t like to share their precious time with strangers without knowing why upfront.

In a business setting, both men and women want to understand three things before entering into a conversation:

  • How painful the topic or conversation is going to be
  • How long it will take
  • What will be asked of them at the end of the conversation

The reason behind these three preemptive conversational needs is simple: there’s a strong desire to have an exit plan.

That’s right. As you’re trying to engage this person, he or she is strategizing about how to get away from you. That’s what’s proverbially known as “starting behind the eight ball.”

The best way to avoid this scenario is to begin the conversation by setting the stage. Make it clear exactly who you are, how much time you’ll need, and how you can help the person.

Essentially, you’re giving the recipient a clear understanding of the context and a taste of the content. After all, you know exactly why you want to engage with this person, so put their mind at ease and give them the same knowledge upfront. They’ll relax and focus on what you have to say, which is a win-win for both of you.

Understanding what the person’s most pressing concerns are and what matters to them is the goal of your conversation. Once you’ve laid the groundwork, ask open-ended questions to validate what you think about their need for your solution.

Indirect approach: Take the plunge

If your style is to approach, engage, and then maneuver your way into the business solution you want to pitch, here are some ideas on how to get started.

First, it’s always helpful to arm yourself with some conversation-starting questions that get dialogue flowing. As Jane Fonda famously opinioned, “It’s more important to be interested than to be interesting.”

At a most basic level, here’s the “one secret” you need to know: say something the person will be happy to hear.

Sounds easy enough, but how do you know what that “something” might be?

For icebreakers that aren’t simply introducing yourself by name and hoping for the best, a variety of conversation-starters can be used:

  • Talk positively about something relevant to the social or work situation you’re currently in. Perhaps there was a speaker? Or a panel discussion or roundtable? You have common ground based on your environment and the fact you’re in the same physical space; use it.
  • Keep current event topics top of mind. Bring them out as needed and ask for the person’s thoughts or opinions in order to start a dialogue.
  • Give the person a compliment. Everyone likes to hear something nice, as long as it’s not too personal.
  • Worst-case scenario, talk about something benign like the weather or the food. However, don’t stay in this small talk zone for too long. Use the time to figure out a better way to engage and converse.

You’ve done the hard part. You’ve walked up and started the conversation. Now take the next step and ask open-ended questions about what this person thinks about every day, what they do for fun, what interests they have, what languages they know, where they’ve lived… anything to get the person to open up and share.

Because, as you might guess, there’s a common human affliction you can use to your advantage: most people like to talk about themselves. Capitalize on it.

When you’re ready, broach the work subject and ask open-ended questions to ascertain what this person thinks about their job and their challenges on a daily basis. You’ll have created a natural opening for yourself to discuss what you do and how you might be able to help.

Listen, listen, and listen some more

Regardless of your direct or indirect approach, you need to make sure you do this one critical thing: you must listen.

The most integral characteristic of an effective communicator is the capacity to be a good listener. Nay, an excellent listener. An ancient quote by the Greek philosopher Epictitus illustrates the point perfectly:

“We have two ears and one mouth so that we can listen twice as much as we speak.”

What does that entail?

  • Look the person in the eye.
  • Don’t interrupt.
  • Pay attention.

It’s always tempting to jump in with your ideas or to formulate your thoughts and responses before the person is finished speaking, but you may miss the real point of what they’re saying. Give yourself a moment to pause when the person is done talking, collect your thoughts, and then respond. The person will feel like you heard them and will be more open to whatever you’re about to say.

Trust me. I bring value.

What’s the real purpose of listening? Getting to know the person you’re talking to and making it obvious that you’re learning from what’s being said. Illustrating that the conversation and this person both matter to you. Building trust.

One TEDx speaker has gone so far as to call himself a “story whisperer” because he’s honed the art of listening, asking the right questions, and gaining people’s trust. People not only share their stories with him, but they know he understands them, and they trust him even more. The theory is that, by really listening, you create a space for deeper conversations and better solutions through connection.

Once you’ve started a dialogue, asked questions, listened, and built trust, you’re ready. You should know a lot about your potential customer and what their pain points or challenges are. Not only that, but you know how to speak to them in a way that will resonate. Your business value may have been a perfect match to begin with, but you now have developed the interpersonal communication to make sure that value is perfectly understood.

Learning how to be an effective communicator is a journey, not a destination. Even successful sales people, CEOs, leaders, and speakers spend hours honing their talents to make sure their exact and precise message is the one that the listener hears and remembers. The key is to learn the basics and then continue to practice the skills needed to achieve effective communication. Enjoy the journey.

 

At Insightly, we offer a CRM used by small and mid-sized businesses from a huge variety of verticals. Learn about Insightly’s features and plans on our pricing page or sign up for a free trial.

Free-trial-button

Annette DeNoyer bnwAnnette DeNoyer is a strategic content marketing consultant with over eight years experience in a variety of technology roles, most notably in product management, product marketing, and content marketing. Her experiences at both tech startups and established organizations enable her to create effective messaging for young companies looking to attract attention and garner credibility, as well as for established companies developing strategic content for each sales stage in the Buyers Journey.

Toss the Cookies

Turn It Up Tuesday: Tips from Insightly to Take Your Business to 11

Welcome to Turn It Up Tuesday, where we bring you 4 weekly tips—a tip on running your business, a tip on how to ramp up your sales efforts, a tip on using Insightly CRM, and a tip on improving your life. Enjoy this week’s tips!

tips on tuesday logo 198x194

 


tip-for-insightly 60x58

Creating Custom Fields in Insightly

In addition to the standards fields, you are now able to create custom fields as an Insightly administrator to help you organize your CRM records. When your business has unique information that isn’t common to other businesses and doesn’t fit into Insightly’s standards fields, this feature enables you to enter and track that specific information.

Some of the examples of custom fields include:

  • Project Tracking
  • Reference Numbers
  • Dates like Birth Dates or Contract Renewal Dates

Custom-Fields-Alameda

 

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

Custom fields can be used with leads, contacts, organizations, opportunities, projects and allows you to customize and adapt Insightly to better meet your business needs. Check out the Custom Fields Guide to find out more about this feature.


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.

tip-for-biz 60x58

Stay Safe From E-Mail Viruses

What could possibly be worse than getting your computer infected by malware and risk losing all your work?

Unfortunately, this is a common problem that tech users have to face in today’s world. Although opening emails won’t cause you any harm according to Christ Hoffman, technology writer for HowToGeek, email attachments may contain malware and infect your computer. Luckily, there are easy but crucial steps you can take to prevent this nightmare from happening.

Stop-the-Virus

Before you open the email attachment:

  • Install quality anti-virus software and keep it updated.  
  • Check if the email address is legit and if it corresponds with the email’s content (addresses that contain odd combinations of characters are a red flag!).
  • Scan any email attachments with your anti-virus software.
  • For Outlook users, disable image preview in your settings as incoming email using graphics code to enable virus’ execution can result in an automatic virus infection.

Stay safe and don’t fall victim!

 

tip-for-life 61x58

Delete the Cookies When Booking Online

The travel season has come and so has the insane demand for plane tickets. It might be very difficult to find a plane ticket at a decent price for when booking your holiday or a last-minute business trip, but there are a few tricks that can save you from having to purchase tickets at sky-high prices.

Summer-Air
Clear your web browser’s cookies and cache. What many people don’t realize when booking online tickets is that airline websites increase their ticket prices based off your search history and the amount of times you’ve visited the site. Accordingly, they will provide different deals depending on the user, so be sure to delete cookies to avoid this dynamic pricing.

Find alternate airports. Smaller and less popular airports usually offer better fares than the bigger airports, because they work with cheaper airlines. They are also a huge time-saver as they can be quicker get in and out of, so make sure you compare different airports if you don’t mind settling with airlines of lesser quality.

Avoid travelling in the weekends. It would make sense for you to start your travel plans on a weeked, but this is when airlines set their highest prices. People usually travel on the weekends (and even Friday!) after their work, so try booking your flight on a weekday If possible.

tip-for-life 61x58

Silence is an Answer, Too

Sometimes silence is the best answer.

When you are working in sales, you deal with objections from prospects all the time. But what is the best way to handle objections?

Answer-No

Rashid Kotwal, Co-founder of Revealed Resources, suggests to always welcome objections and give people the time to think if they are doubting. He says “When you are selling, you ideally are giving someone things to consider. So give them time to consider them… The last thing you want to do is to interrupt that thought process.”

If you enjoy the serenity of plant life and tranquility of fish gliding gently through the water, go Back To The Roots and procure a The Water Garden. Sized perfectly for a desktop or kitchen counter, The Water Garden sits atop a self-cleaning fish tank with a closed-loop system—the fish feed the plants and plants clean the water.

 

Check out Insightly’s features and plans on our pricing page or sign up for a free trial of the best CRM around.Free-trial-button

Send Us Your Tips. Would you like to share your tips with 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.

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.