Why Employee Engagement is More Important Than Ever

Your employees are the foundation upon which your business is built. Without the right people in the right places, no company can hope to operate anywhere near potential.

Your employees are the foundation upon which your business is built. Without the right people in the right places, no company can hope to operate anywhere near potential.

Unfortunately, it’s becoming increasingly difficult to keep those people on board.

We live in a buoyant, growing, hyper-connected world economy where quality employees can easily find a new home. The workers of today are less likely than ever to remain with the same company for a significant length of time; mobile careers have become the new norm.

As the boomers continue to retire and the idea of a “job for life” fades into history, businesses can no longer rely upon the automatic loyalty of their employees. If they decide the grass may be greener elsewhere, they won’t hesitate to go and find out.

The Importance of Engagement

An engaged employee is one who feels a strong emotional and personal connection to their workplace. They’re enthusiastic and passionate about their work, throw themselves into tasks with maximum effort and always want to achieve the best possible results.

They’re the people who take pride in working where they do, doing their job properly and helping the business grow and prosper; the men and women who perform at the highest level, positively impact on productivity and who are entirely content working for you.

By contrast, non-engaged employees are more likely to simply do their job and nothing more, while actively disengaged staff could even be doing your business harm. Both groups are also far more likely to leave for greener pastures – and you can wave goodbye to the time and money you spent training them.

Put simply, engaged employees are worth their weight in gold, so it’s little surprise that the country’s top business people recognize their worth.

Harvard Business Review researchers found that 71% of businesses feel strong employee engagement is a key factor most likely to influence their future success; only excellent customer service and effective communication scored more highly.

Sales and marketing capabilities, efficient productivity and innovation matter too, of course, but these were all considered less important than employee engagement, especially by those higher up their respective organizations.

Sales and marketing capabilities, efficient productivity and innovation matter too, of course, but these were all considered less important than employee engagement, especially by those higher up their respective organizations.

Engagement doesn’t just happen on its own. Here’s how you can help engage your employees and boost their motivation.

Be a Good Boss

A large part of engagement is about making an employee feel at home within your company. No one wants to live with someone they don’t like, especially if that person is in charge

Disliking their manager is one main reason why an employee will leave their job, and even if they stay it’s unlikely they’ll put in maximum effort.

You don’t have to be every employee’s best friend, but take a moment to consider your style and think about any changes you could make to increase your popularity among those below you.

Make an effort to treat your staff as individual people rather than assets, and showing some interest in their lives outside the workplace. Small personal touches can make a huge difference to the way you are seen, and in turn increase the probability your staff will feel valued and at home.

Set Reasonable, Attainable Goals with Achievable Rewards

We all like to have something to work toward, in our business or personal lives. Having a goal focuses the mind, provides motivation and offers the opportunity to seize a reward once it is achieved.

Most businesses set goals or targets for their workers, either individually or based on the performance of a team. Unfortunately, a lot of these are little more than a simple challenge to meet an arbitrary figure.

That isn’t going to engage anyone; you need to set meaningful goals.

Instead of simply throwing out a target, set well-defined goals that give your employees a true sense of belonging in the company. Show how meeting their goals will benefit both them and the business, and how the target fits in with what the business as a whole is trying to achieve.

Make them relevant and personal, and schedule regular meetings to ensure progress is tracked and rewarded.

Focus on the Good, not the Bad

Each employee will have certain strengths. There’ll be some with a strong aptitude for communication, for example, while others may excel at analysing data or coming up with creative marketing ideas.

But no one is good at everything, and in an effort to raise overall standards, many managers end up focusing on whatever weaknesses an employee has.

Instead, those seeking to improve engagement should focus on the strengths of their staff, and on developing the areas where they are naturally strong. Where they are weak, other members of their team will be strong, and support can be given where needed.

This approach not only has a significant impact on engagement levels, it raises overall happiness too – who doesn’t like to play to their strengths?

Keep Everyone on the Same Page

If you’ve ever worked for someone else, as part of a team larger than one, you’ll almost certainly have encountered this: One employee doing one thing, while someone else is doing something entirely different, possibly at odds with what their colleague is working on.

Neither has a clue until, for example, a customer asks why they’ve been called twice and quoted two different prices. The result could be any number of unfortunate outcomes for the business.

Now consider the effects felt by workers. Everyone wants to feel like an essential cog in a well-oiled machine, but they’re not going to feel that way if they’re never quite sure what they should be doing, or whether what they’re working on will matter.

Keeping everyone in the loop and fully aware of what they should be working toward is crucial, and relatively easy.

Used correctly, good CRM (customer relationship management) software will eliminate issues such as duplicate working and mixed messages. Everyone will be on the same page, connected and able to see how what they’re doing affects the bigger picture.

And on the subject of the bigger picture – the company’s overall goals – effectively communicating with your team on a regular basis will ensure they know exactly what it is, and exactly where they fit in.

And it’s a Big Target

Less than a third of employees in the United States self-identify as being engaged at work, so the opportunity exists for every business, big and small, to make some serious progress.

Put yourself in your workers’ shoes and consider what would engage you. As Virgin Group founder Richard Branson once said, “If you look after your staff, they’ll look after your customers. It’s that simple.”

It really is.


 

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

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Did You Show Your Customers Love on Valentine’s Day?

There’s no denying it: Valentine’s Day is a Hallmark holiday. Every year, brands use February 14 as a catalyst for campaigns aimed to woo their customers, and depending on the details, they see varying levels of success. However, whether your brand’s strategy is the equivalent of wine and roses or the forwarding last year’s e-card, this time of year is a good reminder to show customers some love for their presence and engagement throughout the year.

Below are a few creative ways to foster meaningful customer relationships, and show your customers some appreciation this Valentine’s Day:

Listen. It may sound simple – and it is. Your CRM system can track your customers’ social media accounts, and by tuning into their daily activity, you can learn which channels they prioritize, which customers know one another and which are planning to attend certain industry events. This intel can help your team tailor customer outreach strategies, set up in-person meetings and send messages that meet users on their preferred channels.

Diagnose and treat trends in your customer service. When a sales initiative or process isn’t paying off, you could write it off as a fluke. Or, you could use the data available in your CRM to better understand your customers’ behavior. By using keywords to filter customer service requests, you can identify common complaints and address them proactively, rather than waiting around for customers to bring issues to your attention.

Automate your to-do list (and focus on interactions). In every industry and every position, some tasks are simply more repetitive than others. Unfortunately, that can lead to errors, and in turn, such issues can send a message to your customers that you don’t seem to appreciate their business. Automating your workflow can dictate a set of actions when a new customer is added to your CRM system, such as a welcome email or special offer for that user, or trigger automated reminders that help your team customize the user experience for months and years to come.

Give a gift. This Valentine’s Day, think outside the box (of stale chocolates from the drugstore). Offer your customers a $10 gift card, a time-sensitive deal, a charity-matching opportunity or bonus points that apply to your loyalty program. Even on a Hallmark holiday like Valentine’s Day, a show of your appreciation that your customers can actually use will exceed their expectations, make a lasting impression and fulfill your goal of sharing the love.

Learn more tips for crafting perfect holiday offers.

 


 

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

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Delegate, Delegate, Delegate!

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 using Insightly CRM, a tip on improving your sales, and a tip on improving your life. Enjoy this week’s tips!

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Assign Tasks to an Entire Team

If you’re like most Insightly users, you’ve probably at least experimented with tasks. As you may know, tasks can be used in many different ways and linked to a variety of Insightly records (projects, contacts, opportunities, and organizations to name a few). Tasks can also be assigned to other members of your organization, helping you create greater accountability.

But, did you know that tasks can also be assigned to an entire Insightly team? Teams allow you to group your users in logical ways, making it easier to delegate work (or share viewing permissions).

Delegating to a team is fairly straightforward (assuming that your administrator has already enabled the teams feature). Here’s how it works:

  1. Open your Insightly task list
  2. Create a new task
  3. Instead of assigning the task to an individual user, look for the correct team name under “assigned to.”
  4. After selecting a team, you’ll notice the next drop down offers two choices: assigning a task for each team member – or – assigning one task for the entire team. Make your selection and save your work.

You might be wondering how the two options in step four differ from one another. It really comes down to whether or not you need each user to have a separate task. (Check out the “sales tip” below for a few example scenarios.)

 

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Scale Your Team With Freelancers

 

As you leverage technology to improve your delegation workflow, you may realize new capacity for additional projects.

To capitalize on this opportunity, many business owners turn to the freelance economy. In fact, according to a recent study by Upwork Global, Inc., freelancers now represent 35% of the US workforce. Thanks to marketplaces (such as Upwork), it’s never been easier to recruit freelancers.

How can freelancers help your business? Here are a few tips for getting started.

Identify low-risk, high-reward opportunities – Hiring a freelancer may be easier than an employee, but there are certainly still risks. Minimize your exposure to risk by identifying bite-sized, definable projects to outsource. Good examples might be: designing a logo, writing a blog post, or performing a website audit.

Hire several freelancers to a test project – Freelancers are usually virtual (off site) workers. Despite your best due diligence, it’s tricky to pick a winner in a remote setting. Try hiring several candidates to the same project. This way, you’ll create a sense of competition and let the best rise to the top.

Build trust before going too far – Your first inclination might be to give freelancers access to your important systems (such as Insightly). Invest time and build trust before providing too much access. For the first couple projects, just delegate the old-fashioned way (via email or verbally). Once a freelancer proves himself, then it may be appropriate to invite him to your inner circle.

 

 

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Keep a Journal

Why should you keep a journal?

It’s lonely at the top. As a business owner, few people can relate to the struggles you face each day. Journaling helps you document those issues for future reference. In addition, journaling can be an effective release of your anxiety. By putting your concerns on paper, you may find comfort in knowing an issue is captured (somewhere other than in your brain).

How do you get started? It’s simple. For the next week, make a commitment to spend the last five minutes of each day journaling. One approach is to use a simple notebook and draw a line down the middle of the page. On the left, write “Things that Went Well.” On the right, write “Things that Didn’t Go Well.” In your five-minute session, note the day’s date and then list a few things that come to mind. There’s no right or wrong answer.

You don’t have to write a novella. Just scratch down a few of the things on your mind. Give it a try for a week or two and see if it positively impacts your perspective. (You could also follow the same approach for personal matters, too!)

 

 

Delegate to Your Sales Team … in One Click

 

We’ve already discussed how a team delegation tool (such as Insightly) can expedite your delegation workflow. That can only be true, however, if you take the first step.

If you’re using Insightly’s sales management features, you probably already have your reps set up as users in the system. Why not group these users together in one or more “teams”?

For most companies, it probably makes sense to create a team that consists of every sales rep. For companies with geographic or industry-specific sales organizations, adding additional teams may be logical. For vertical organizations, setting up role-specific groups could be useful.

Once enabled, you can then reap the benefits of group delegation. Examples might include:

Delegations to Your Entire Sales Team

  • Prepare your slides for the annual company meeting
  • Complete this month’s sales training course
  • Submit your expense report

Delegations to Your Western Sales Group

  • Invite customers to the upcoming trade show in Phoenix
  • Prepare a report of your top five growth markets

Delegations to Your Sales Directors

  • Finish quarterly performance reviews
  • Submit your annual recruitment plan
  • Update your team’s competitor intelligence report

Stop wasting time to build duplicate one-off tasks. Instead, harness the power of team delegation today! You’ll save time – and end up with the same result.

 

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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.

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About the author: Matt Keener is a marketing consultant and President of Keener Marketing Solutions, LLC. Matt specializes in content marketing and strategic planning, having helped numerous Saas (software as a service) companies and other small businesses worldwide. Read more of Matt’s work, check out his book, or connect with him on Linkedin.

6 Ways Technology is Redefining Manufacturing

The manufacturing industry has been among the slowest to adopt new technology, for a variety of reasons. It’s often costly and complex to implement, and the return on investment can take years to see. However, as the Internet of Things (IoT) continues to grow and manufacturing begins to embrace it along with other technology, we’re seeing the many benefits come into play.

Improving Safety

The IoT, along with other technologies, can automate tasks in particularly hazardous areas, such as in underground mining. Mining company Rio Tinto is working on automating the process as part of its Mine of the Future Program.

Reducing Waste

With the IoT, it’s possible to make adjustments to the supply chain to reduce waste. Through the use of radio-frequency identification (RFID), it’s possible for a company to track inventory completely wirelessly. In the end, this would allow goods to be produced just in time to be sold, avoiding waste of unnecessary inventory, and reducing the need for storage facilities to hold excess inventory. Clothing retailer Zara is already embracing the RFID trend.

Better Quality Assurance

In the past, manufacturing has been focused on reactive quality – dealing with mistakes in the form of product recalls after the fact. Now, the IoT makes it possible to keep quality proactive – fixing issues as they come along, before the product makes it in the hands of the end user. This saves time and money by curbing the amount of rework that must be done and reducing rejection rates.

Changing to an Outcome-Based Pricing Model

All over the economy, we’re seeing a transition to results-based models, This is especially true the case in the healthcare system. Some experts say we’re starting to see the death of billable hours. In manufacturing, many companies are making the switch, too. For example, Spanish rail company Renfe has partnered with Siemens in a performance-based contract. Siemens developed the train monitoring technology that helps keep trains on time 99.9% of the time. And when they’re not, passengers are reimbursed for any delays that exceed 15 minutes.

Expanded Roles

Manufacturers are expanding into wider roles as technology grows. Popular tractor manufacturer John Deere is expanding into partnering with farms. They are creating farm-state-sensing technology to help with crop assurance. Farm sensors and software make it possible to grow more food with less water. Sensors keep machines running smoothly and send information wirelessly to your computer or smartphone. They can also help keep track of everything from temperature to wind speed to keep crops healthy.

Improved Efficiency

The IoT is helping manufacturing to improve efficiency, increase production machinery uptime, reduce the time to market, and provide better insights into buyer behavior. For instance, manufacturers can use a CRM to keep track of vital customer information, including buying patterns. They can see who their best customers are, and make sure they’re taking steps to keep those customers happy, while working to bring in additional customers.

As manufacturers learn more about how people are buying and when, they can adjust manufacturing accordingly – keeping inventory levels exactly where they need to be for greater profit.

The IoT allows the manufacturing industry to get on par with others that have been using it to their advantage for a while. Increased productivity and efficiency allows for better profit, while automation reduces injury risk to workers.

 


 

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

Share love, share Insightly: Refer Insightly, Receive a reward.

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6 CRM Fails…. and How to Avoid Them

So, you’re thinking about implementing a new CRM (customer relationship management) system. As with any technology decision, your ultimate goal is to improve efficiency through a successful deployment.

Unfortunately, not every CRM works out as intended. Having worked with dozens of clients over the past decade or so, I’ve witnessed this truth a handful of times.

In this post, I’ll share several reasons why CRM projects fail – and how to avoid such failure in your business.

  1. Making the “Magic Wand” Assumption

As a business owner, you’re a results-oriented person. Simply stated, you have an uncanny knack for making things happen. Unhappy clients? No problem, you’ve got the answer. Broken toilet? The repairman is already on his way to the office. You’ve been through a lot of situations, very few of which you couldn’t handle.

Some people in your situation mistakenly assume that CRM technology is the “magic wand” to the most difficult sales challenges. In reality, a poorly implemented CRM can actually make problems much worse. Before you waste too much time or money on new software, you should first ensure your sales function is solid.

Ask yourself these questions:

  • What are our biggest bottlenecks in the sales process?
  • What software features could help us improve these issues?
  • Do we know what our sales reps are actually doing each day?
  • How tech-savvy is our sales team?
  • Where do we currently keep our customer records?
  • Should we first digitize our sales records into a CSV (if currently using paper)?
  • Do sales reps routinely fight over who gets opportunities?
  • What resistance will a new CRM face from existing staff?
  • Do we need better sales management?

Questions like these should be at least considered prior to adding a new CRM to the mix. Otherwise, you’re likely to spend more time putting out fires rather than achieving goals.

  1. Picking a System that’s Too Complex (or Expensive)

There are many different CRM options for today’s entrepreneur. Some are better known than others. Some require annual contracts. Still others, such as Insightly, don’t require a contract at all.

As you evaluate the many different platforms, you may feel tempted to pick the CRM that promises the most complex feature set. It’s actually quite a natural tendency. Your sales operations is arguably the most important business function, so surely it deserves the absolute best – right?

I’d like to pause here and make a key distinction in terminology. Just because something appears complex, it does not mean it’s the “best” solution for your business. In fact, quite the opposite is often true. Unless you have an unbelievably complicated data structure, simplicity in system design can make for greater scalability in the future.

How do you avoid picking an overly complex (and expensive) system? For starters, make a list of the main priorities you hope to accomplish with a CRM. Go beyond the superficiality of increasing sales and leads. Ask for your sales team’s input to gauge their wish list. Collaborate with tech-minded people you trust, seeking further guidance on a basic feature list. Once you’ve identified basic requirements, compare your list to the many vendors in the marketplace. During this process, you’re likely to discover new features you didn’t originally consider. Make note of these and decide whether they’re necessities or luxuries.

It’s also helpful to seek CRMs that offer free trials of their services. Or, better yet, look for platforms that are completely free forever. For instance, Insightly offers a free plan (up to two users). Trials and free plans are arguably the best way to measure a system’s fit for your unique business model.

  1. Hiring a Flaky CRM Consultant

“Good help is hard to come by.”

Believe it or not, this statement even applies to CRM consultants. From the small business owner’s perspective, the technology consulting world can be likened to a “perfect storm.” In an age when countless new SaaS (software as a service) tools and smartphone apps come to market each day, consultants are in very high demand. Most clients lack the in-house technical skills or capacity to successfully deploy such technology, so they logically turn to consultants for help.

Just because a consultant has a website and claims to be busy, it doesn’t mean he or she is a good fit for your business. Over the years, I’ve met many highly compensated software consultants who made lofty promises, only to disappoint.
How can you avoid “flaky” CRM consultants? Although there’s no guaranteed way (at least I haven’t discovered one yet), you might try the following:

Talk to Several Consultants – Social media can be a good place to start your search for CRM consultants. For example, this Insightly user group is home to several well-respected CRM professionals. Reach out to a few and see how long it takes to get a response. Usually, the best consultants will respond within the hour.

Ask for References – Any consultant worth his rate will have a long list of satisfied customers. Don’t be shy to ask for the contact information of a few references (including phone numbers). If you get pushback when asking for references, it may be a sign that you should choose a different service provider.

Look for a Long-Term Partner – A fixed-price project can certainly be alluring. In exchange for a predefined dollar amount, the consultant promises to deliver a specific work product. On the other hand, fixed budgets can tempt consultants to cut corners to maximize the project’s ROI. Regardless of whether you go with an hourly or fixed-budget contract, look for an engagement that sets the table for future success.

Put the Follow-Up Back on the Consultant – Technical proficiency is, of course, an important skill to look for. However, you also want someone who is highly organized and a skilled project manager. Test the consultant’s project mindedness before you ever make the hire. When possible, put the follow-up responsibilities back on the consultant. For example, after the consultant sends his initial proposal, ask him to circle back in a week. If you never hear anything, there’s a good chance you need to interview more candidates.

  1. Importing Bad Data

As the saying goes, “garbage in…garbage out.”

Even the most technically advanced CRM becomes useless with bad data. Before you spend too much time planning your implementation, it’s wise to first audit your existing records. Is your current data structure logical and scalable? Are you missing important customer information? How confident are you in the data’s accuracy? Gather a list of related questions and form a team to explore answers.

Once you’ve thought through the basics, you should begin reviewing your data in the context of CRM providers. If you’re still in the process of evaluating software providers, take a close look to see which vendor best accommodates your business model. Does the vendor offer a variety of data import options? Will the software natively support your customer record structure – or, will you be forced into complex customizations? Does the company provide any sample files for streamlined testing and importing?

If you have already selected a CRM, now is a good time to become closely familiar with the software’s support documentation. (As an aside, Insightly offers nearly 400 help articles on the topic of “data import.”) Task your CRM consultant or in-house technical resource with the job of understanding such documentation and developing a data import plan.

Before any live records are imported, make sure the plan is both logical and allows for future database growth. Once you’re comfortable with the plan, it’s a good idea to do some sample imports to confirm the proposed process will actually work.

  1. Providing No Training or Accountability

You’re not just implementing a CRM for the sake of doing so. Rather, you hope that the new software will help your company win more deals with much less effort. Failure to get proper buy-in from your staff will thwart such good intentions.

What steps should you take to ensure your team fully adopts the new technology? Here are a few simple ideas:

  • Openly communicate prior to the launch – Your sales team doesn’t like surprises, especially those involving their sales software. In the weeks (or months) leading up to the change, communicate openly about your intentions and answer the “why” behind the shake-up.
  • Host a live training session (or series) – There’s just something about a live training session that can help put many concerns to rest. Prior to launch, invite your team to live demos of the new software. Keep it informal and engaging but be sure to cover the key points.
  • Post the recording(s) to a shared drive – It’s possible your team will have more questions as they begin to use the new CRM. Build a repository of training materials, including the recordings from past training sessions.
  • Create work instructions – Sometimes, it’s just more effective for your sales reps to refer to a quick reference guide – rather than searching aimlessly through past videos. For common activities (such as assigning a lead, converting a lead to an opportunity, or building forecasts), you might consider creating an archive of written work instructions. Give your staff “view only” access so that they can see – but not edit – the files.
  • Incentivize adoption – If your hunch is right, a highly effective CRM could add significant value to your bottom line. Think creatively for ways to incentivize adoption of the new software. For example, is it feasible to award monthly bonuses based on the number of opportunities converted by each rep?
  1. Creating Unnecessary Busywork

No one likes busywork – especially sales professionals.

As your team starts to use the CRM, you may begin to hear grumblings about their many new responsibilities. Entering lead records, updating revenue projections, and running reports are just a few administrative tasks you’re likely to hear about.

This type of feedback is highly beneficial, as it can be the catalyst for even greater workflow automation. Continuously review your provider’s feature set in the context of your evolving needs. In time, you may find it necessary to enable additional value-added features, such as:

Automated Web Lead Collection – Most CRMs offer some type of web-to-lead feature. For example, Insightly makes it easy to generate HTML code to embed as a form on your site. Once installed, leads who submit the form will automatically appear as new lead records.

Mobile Apps – Are your sales reps so busy in the field that they rarely have “office time”? Check to see if your CRM offers a mobile app for on-the-go data entry. Such apps can help your team capture the right information at exactly the right moment – without being chained to a desktop computer.

Integration to Tools You Use – Your CRM is an important piece of technology; but, so is your email marketing system, document hub, and accounting software. Familiarize yourself with your CRM’s out-of-the-box integration partners. In a few clicks, you may be able to enable a data integration that provides more reliable information with much less effort.

Other Data Entry Hacks – How are users at other similar-sized companies using their CRMs? Are there certain time-saving hacks you’re unaware of? As an example, many customers are thrilled to learn about Insightly’s mailbox feature. Rather than saving an email to PDF and importing it as a file, users can simply forward the message to Insightly. Insightly links the email to existing records (or creates new ones if none exist).

Going beyond your CRM’s functionality, reducing busywork is also dependent upon the expectations you set. Asking for regular and accurate updates is, of course, understandable. Just don’t go overboard and micromanage your team into frustration.

Avoid CRM Failure with a Better Approach

As you can see, your success (or failure) with a CRM depends on many factors. Luckily, you’re a great leader and highly motivated to make this work.

Just stay focused on the main reason behind implementing a new CRM – that is, growing your business. Everything else should fall into place nicely.

 


 

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

Share love, share Insightly: Refer Insightly, Receive a reward.

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Matt Keener is a marketing consultant and President of Keener Marketing Solutions, LLC. Matt specializes in content marketing and strategic planning, having helped numerous Saas (software as a service) companies and other small businesses worldwide. Read more of Matt’s work, check out his book, or connect with him on Linkedin.