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September 19, 2016

Insightly Grows With You: Creative Services Industry

Creatives, like writers, graphic artists, and videographers, have to juggle a lot of details, especially if you are an independent contractor. Insightly’s CRM can make your life much easier.

We know what it’s like. When you first start, you have just a few clients and projects are easy to track. You create the thing, and you get paid for the thing. Simple. Then your business starts to grow. You make a name for yourself and recommendations start coming in.

Suddenly, you have half a dozen customers and each wants several pieces of content. Your business is growing, and before long, you’re in danger of losing control. Some customers pay your invoices right away, others pay weekly, twice a month, once a month, net 30, or even longer. Now you’re dealing with deadlines, invoicing, new business negotiations, edits…this is not what you signed up for.

Contact Management

Over time, your contacts grow. You have a client list, of course, but you also have other creatives you trade work with or hire. Writers need graphics, videographers need scripts, graphic artists need text for infographics. We all cooperate with others to some extent.

Networking is another critical component to your business strategy. To help gain attention to your work, you may want to build a network of influencers. When your work is published, an engaged network will help you promote it.

Integrate and Organize

Let’s be honest. Most creatives are anything but organized. While there are exceptions, for the most part, we are messy, chaotic, and distracted. That can make the administration part of business difficult. Who wants to chase payments when we can be creating art?

Insightly integrations are the answer. Having all your information and projects for each client in one place allows you to stay on top of all those details and still get your work done.

For example, you can:

Connect your accounting program to track invoices, payments, and tax obligations. Insightly integrates with QuickBooks and Xero.
Connect with your calendar to ensure you don’t miss client meetings.
Store your files in the cloud with Box, Dropbox, OneDrive, or Google Drive.
Automate your proposals.
Call or text via Google Hangouts from your customer record – so everything you need to know is in front of you.

Task Management

Managing projects is easy with Insightly’s task management features. Set milestones, deadlines, and schedule follow-ups to keep you on track.

As you grow, you’ll likely have to hire help. Task management and Insightly integrations will help you manage virtual assistants, ghostwriters, editors, and other creatives you need to finish your projects. Your dashboard will allow you to see everything you need to know about your projects.

You’ll also be able to track metrics. How long does it take to finish certain types of projects? Which customers give you trouble and waste your time? When an old contact gets back in touch, you can check your history together and decide whether to work with them again. Your data will tell you where to concentrate your efforts to make the most money in the least amount of time. And which projects suck up tons of time without paying very well.

Growing With Your Business

You may eventually outgrow a free account. Your ambition may be to manage a team of creatives, or even coach others on how to build their careers. You may land a giant contract with a major brand. Or you may branch out to related work, like writing a novel or becoming a speechwriter. Insightly scales up as you need it. No matter how big you grow, we’ll be there to provide the organization and support you need.

Want to know how CRM helps creative industry professionals grow their businesses? Download our free eBook! From Chaos to Control: How Insightly Helps Advertising and Media Companies Succeed. We used a third party survey service (TechValidate) to interview over 300 creative professionals to reveal how CRM specifically helps creative pros. Download the eBook now!

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.

September 16, 2016

Join Us for Our September 21st Twitter Chat With Derrick Duplessy

Join us on September 21st at 11:00 am, PST, for another Insightly Twitter Chat. This month’s guest is Derrick Duplessy, founder of the Duplessy Foundation and Scream Club—a community for helping entrepreneurs mitigate and manage stress. To honor World Gratitude Day, which also falls on September 21st, Derrick will be talking about creating deeper customer relationships, fostering a positive workplace, and specific actions businesses can take to encourage more gratitude within the workplace culture. He will be covering topics such as:

Where to look for inspiration
Why customer relationships are so important when starting a business
Ways that you can find more opportunity in your business
How gratitude helps increase deeper customer relationships and grow sales

Follow the hashtag #LoveYourCRM and @Insightlyapp to receive personalized advice from Derrick on creative ideas for handling business stress.

Don’t miss this live event! Join us @ #LoveYourCRM on September 21st @ 11 a.m, PST.

September 15, 2016

4 Reasons You Need a CRM with Built-In Project Management

When you think about the number of tools you have at your disposal to help you run your business smartly, you might be happy to have so many options. But at the same time, it can be overwhelming to have so many different tools that you have to log into and manage. It’s easy to let things fall between the cracks.

That’s why tools that offer multiple functionality or integrate with other tools are so hot right now. Think about the social media dashboard that lets you manage Twitter, Facebook, LinkedIn, and Instagram rather than you having to log into each separate site. That’s power that saves you major time.

The same goes for customer relationship management software (CRM). CRM that offers multiple functionalities keeps you from having half a dozen tools to get the same effect.

Take project management. It’s something every company needs in order to stay on top of project tasks and deadlines. And yet, if your project is tied directly to a customer, does it really make sense to have a separate project management platform from your CRM?

More and more, we’re seeing CRM platforms with baked-in project management features. The benefit to these platforms is that there’s no gap between the client data and the project management tasks. All the files, assignments, milestones, and due dates are in one place.

Projects are Easier to Manage

Let’s say you have a writing project for a client assigned to your best writer. Under this client’s profile, you assign the project to the writer and create a due date. She can sync that task to her Google calendar so she doesn’t even need to log into the CRM to view it.

But if she does log in, she can access your notes from your phone call with the client, view documents of past writing projects to get a sense of writing style, and then upload the documents when she’s completed the work. Everything related to this project and client are in one place. One login. It doesn’t get simpler than that.

Teams Have Better Communication

Teams that collaborate can easily see where each team member is on a project, what needs to be done in order to complete it, and any files that relate to the project. You don’t waste time hunting for a document on your computer or Google Drive, only to realize someone else has it or has modified it since you last viewed it.

Reports are Easy to Run

If you need to find out the status of a given project, you can easily run project reports from within the CRM that provide data on what’s been completed and what’s still pending so you can address any project bottlenecks that could potentially hold a project up.

Nothing Slips Through the Cracks

Not only can you view your assigned tasks on the CRM’s calendar, but you can sync it with your Google or Outlook Calendar so you don’t miss anything. Then, you’ll get email reminders as a backup.

Using CRM with built-in project management capabilities just makes sense. Being able to get a 360 view on both a client and the work you do for him from a single place cuts down drastically on the time you’d otherwise spend on several tools and websites.

September 14, 2016

CRM for All: Government

Government offices aren’t known for being first-adopters of cutting-edge technology. However, as technologically savvy citizens look for more ways to engage with their city officials, it’s become a necessity for local and state offices to adopt and implement tools that will help them to keep track of conversations and incoming requests. Luckily, there is a solution to help build better relationships with constituents. Public-facing government offices are finding value in using customer relationship management (CRM) solutions to help manage citizen interactions and manage incoming projects.

Doing more with less

In an age of stripped-down budgets, government officials and employees are looking for the most cost effective solutions. Thankfully, there are CRM options available that have all the functionality and capabilities of a fancy, enterprise CRM but without the high price tag. And for those agencies that might not need all the bells and whistles of an enterprise-grade CRM, there are solutions that offer a plug-and-play experience so companies can find out which tools work best for them.

Making real connections

Employees of government offices need to be able to keep track of contact information and reference relationship details. It’s critical they have access to historical knowledge of interactions between government officials and citizens, and a CRM database is an easy way to save this information. Being able to reference this historical knowledge is what builds relationships between local offices and their citizens. It gives users a clear picture of problems or issues citizens may have called about in the past and cuts down on callers having to re-explain a problem or issue every time they speak to the office.

A real-world example

Chief of Staff Scott Esty immediately recognized the need to implement a system that would keep track of constituent conversations, concerns or proposed legislation (Tweet this!). More than 18,230 people and 5,200 organizations have contacted the New York State Assembly office since assemblyman Christopher Friend was elected in 2010, and the team needed a simple way to keep track conversations with these contacts and groups.

Since tracking all of its work with constituents, organizations and lobbyists, the office is much more effective in how it assists each of those groups and assesses legislation before the assembly. Every team member can quickly pull up the contact’s record when answering phone calls, which allows them to address their constituent’s needs effectively. Correspondences related to legislative issues are tracked according to bill number, so when it comes to a vote or debate in a committee meeting, Assemblyman Friend can quickly present constituents’ positions on each bill. Whether it’s getting tax refunds, sorting out DMV issues or getting new legislation passed, the New York State Assembly office can manage all of the conversations and subsequent progress with constituents, which helps them to solve the problems of the people in their district.

September 13, 2016

Customer Q&A: Manufacturing a Better Business with Insightly

Take a look around your office: chances are manufacturing professionals created most of the items you see. These professionals harbor a wide range of talents; they are artists, scientists, engineers, and craftsman. Yet, when faced with the challenge of managing their production time and the business side of things, many small- and mid-sized manufacturing companies admit that they could use a little help.

Insightly surveyed 465 manufacturing professionals worldwide through a third-party vendor to identify their top project management and sales challenges. One of those customers, Lorin Zavik, who oversees the sales and marketing department for Mid Atlantic Manufacturing, discusses how Insightly changed the way her team runs their business.

Insightly: In your own words, what does an ideal customer look like for Mid Atlantic Manufacturing?

Zavik: An ideal customer for us is one who comes to us with a concrete vision that we help them further ideate and create. We manufacture solid surface and laminate countertops. But as you can imagine, no two customers are the same. Being that we are located right outside of Washington D.C., we’ve had the chance to manufacture countertops for military bases, apartment buildings, schools, hospitals, restaurants, and corporate headquarters. The needs of a school differ greatly from that of a military base. But at the end of the day, we love working with such a variety of industries because it makes every day different.

Insightly: Wow! Impressive roster of clients. We imagine that some clients like to know what “the norm” is for their industry before they place an order. How do you keep track of all that variety?

Zavik: Honestly, that’s part of the reason we started using Insightly a year ago. Our business was expanding and we needed a platform to keep track of all of our work. Our CEO Laurent Claudel was also traveling more and networking with various potential customers and he needed a way to keep track of all those prospects while on the road. In the past, we kept track of all this information in paper files but Laurent is extremely environmentally aware. He wanted to go paperless and Insightly gave us a way to better track our current project and leads, while also helping us to reduce our carbon footprint.

Insightly: That’s great to hear you’re so environmentally aware and we are happy to hear Insightly helped your team go greener. How are you using Insightly on a day-to-day basis?

Zavik: We use Insightly to track opportunities on a daily basis. Once a customer requests a project, we enter the customer information into Insightly and use it to track the project from start to finish. We track our KPIs on a monthly basis; once a month, our team gathers to examine all of the current projects in Insightly, analyzing what we have won and what we have lost. Insightly allows us to set goals for the future and improve on existing processes. I also love that it is integrated with Google Apps so it can sync with my email and calendar for project management purposes.

Insightly: That’s great! What about hurdles and challenges? We saw in our survey that 62 percent of respondents cited organizing information as their top challenge. Is this something your team faces?

Zavik: We are a small business so being able to have one source of information is crucial for our team. But it’s more than that; Insightly’s mobile platform allows our team to work and stay connected from anywhere in the country, which is a challenge we previously had as a company. If a family issue comes up, I can work from home and I don’t have to come to the office and file my information for the team to see my project status. We also have an outside sales consultant who logs all of her meet-and-greets into Insightly from home. The ability to incorporate remote work capabilities into our office culture is definitely a cultural change, but an extremely positive one.

Insightly: Customer service is crucial in any industry, but I’m sure it’s especially important in the manufacturing space. Has Insightly helped in that aspect?

Zavik: Insightly is key to delivering the level of excellence we strive for when it comes to customer service. We are big on transparency, and Insightly’s reporting feature allows us to deliver a factual document that we can present to customers. It also allows the entire team to have a historical record of our customer. In other words, it is an educational gold mine of contact information for us. Not only that, the Insightly training webinars also offer some great insights and tips so I can expand my knowledge of customer service.

September 13, 2016

Breakfast of Budget Champions

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!

	Changing Your Insightly URL
	Want to change your Insightly URL to something that’s a better reflection of your company name? Insightly administrators can do that at System Settings > Insightly URL. The Insightly URL is a unique web address that users can access to log in to Insightly. The last part of this address is always .insight.ly but you can change the first part to something your users will remember, like http://mycompany.insight.ly. You can use any name that hasn’t already been reserved. Your Insightly URL must contain only the characters A-Z or a-z, the numbers 0-9, or the hyphen character. No spaces are allowed and it must include at least 5 characters. If you change your Insightly URL, be sure to share it with your users so they can continue to access Insightly. 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.
	Breakfast of Budget Champions
	When traveling for business, save on your daily food costs by looking for hotel booking options that include a continental breakfast. By doing this, you can usually stay within the confines of your travel budget while simultaneously freeing up dollars to spend towards lunch, dinner, and/or drinks with coworkers.
	Mold On to Your Sandwich
	If you’ve ever had your sandwich pilfered from the office fridge, there’s not an app for that. But, there are the anti-theft sandwich bags. Slip your snack into one of these plastic costumes and would be sandwich thieves will keep it moving.
	Quotes of Note
	Some people are naturally motivated, but the majority of us need inspiration, whether that comes in the form of some really strong coffee, a photo of our families, or a Lamborghini Aventador. In case you need some motivation right now, here are twenty-five quotes that are perfect for salespeople: 1. “Success consists of going from failure to failure without loss of enthusiasm” – Winston Churchill 2. “Successful and unsuccessful people do not vary greatly in their abilities. They vary in their desires to reach their potential.” – John Maxwell 3. “The question isn’t who is going to let me; it’s who is going to stop me.” – Ayn Rand 4. “You may be disappointed if you fail. But you’re doomed if you don’t try.” – Beverly Sills Read more of Adam Honig’s favorite sales quotes on the Spiro blog. 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.

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

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.

September 12, 2016

Use Your CRM to Boost Your Content Marketing

What if attracting new leads through your marketing could be as simple as spending a little time inside your customer relationship management (CRM) tool?

We believe it can be.

Your CRM is rich with data. It’s overflowing with opportunities. But did you know, it’s also one of the best marketing tools you have at your disposal? It is, but only if you know what you’re looking for when creating your marketing plan.

Here are three ways to use your CRM to boost your content marketing.

Listen Up!

It’s no secret that you should be listening to your customers. With your ear to the ground, you’ll learn about their current challenges, which is the key to answering objections and beating the competition to the sale.

Your content marketing is the way to do that. It’s a way to answer questions before they’re asked. It’s a way to answer objections before you hear the word “no.”

If you’re not listening to your customers, how do you know what to write to address your customer’s concerns?

With your CRM, you have the ability to take notes, view email history, and track your customer’s communications at every stage in the sales cycle. By digging into your data, you can create a strong editorial calendar. Pay attention to:

The reason they reached out to you
Their reasons for saying no to you
Their hesitations when adopting your product or service into their life or business
Their reasons for loving what you have to offer
And so much more

By listening, you find the answer to the burning question of what’s keeping your customer up at 3 a.m. More importantly, you discover how you can help your prospects and leads sleep a little bit better by addressing those festering 3 a.m. thoughts through your content marketing.

Peer Into Their Social Life

Your CRM isn’t just a central hub for storing your company’s communications with the customer. It’s a place where you can get to know your customers on a more intimate level.

One of the key ways to do this: Peer into their social media world.

Social CRM allows you to detect every social media profile related to your customer’s email address. In doing this, you can spend some time getting to know what your customer likes, his political views, what he posts about most often, and more. This information does not need to be related to your business to strengthen your content marketing.

Content is most effectively used as a marketing tool when it speaks to a person. There is a lot of content floating around the Internet these days. To make yours stand out, you have to make it sound like it was written exclusively for your customer.

Digging into the social media profiles of your customer will expose his likes, dislikes and top interests. Use these in your content to relate with your reader.

For example, if you find your ideal buyer loves golf and you are an event management company, write about ways to get your clients on the green with various golf-inspired events. Get creative and think beyond golf tournaments. Talk about events that can be thrown on the golf course and ways to bring a golf theme to life.

The goal is to discover your customer’s interest and talk to him as if you were sitting across the table from him chatting about what you sell.

Monitor Your Metrics

If digging into phone conversations, email threads, and social media newsfeeds is too daunting, turn to your CRM’s data to strengthen your content marketing.

In Insightly’s platform, we show you activity sets and reports about your business. In these reports, you can break down what’s happening in various categories, why you lost sales, value of incoming opportunities, values of what you won and lost, the responsible users, etc.

Much of this information can be used to put together an audience profile, allowing you to get to know more about your reader. The more you know about your reader, the easier it is to speak to him in a way that will resonate and help you land more leads.

Data reports will also help you identify key objections to using your business. Address those head on in your content marketing to strengthen your sales pitches and nurture your prospects before they ever talk to a sales representative.

How Much Does Your Content Marketing Support Your Sales Process?

Content marketing is an effective way of communicating with your audience away from sales calls and presentations. It lets you answer objections without being pushy. When done right, with the help of your CRM, you can create content that feels as if you’re speaking directly to your customer, which will strengthen your marketing message and help you land more leads.

September 8, 2016

3 Reasons Why CRM Implementations Fail and How To Avoid Them

If you’ve ever gone through the process of shopping for a new tool, you’re probably familiar with the internal objections that inevitably roll around in your mind.

Is this a want or need?
Will I actually use this if I buy it?
Can the benefits promised really help me in my situation?

Although there are plenty of reasons to wonder whether whipping out your wallet is the right decision, there are equally enough reasons to follow your gut instinct.

When you’re purchasing a new product for your team, such as a new customer relationship management (CRM) tool, the objections are harder to ignore. When the other people who need to use the CRM emphasize their concern, you’re face-to-face with the reality that implementation of the new system could fail.

Here are the three most common reasons why implementation sometimes fails and how you can get your sales team to use your new CRM.

No One Likes Change

Change is uncomfortable. It’s awkward and disruptive. So when you decide to change something as impactful to your business as a CRM, it’s no wonder your stomach turns a little.

How much will this affect my work flow?
Will I accidentally lose any leads in the changeover process?
How long will it take me to form new habits?
I know it looks good on paper, but is this really a better CRM for me?

The more thoughts like this swirl through your mind, the more you talk yourself out of making the change you know you need. You feel stuck. You’re trapped with a tool that’s not serving you because the idea of moving to something is too frightening.

It’s this kind of hesitation to switch that holds many professionals back from upgrading to something better. Add in the hesitation of your team members who will be forced to make the switch, and you increase the odds of the CRM implementation failing.

Although the trepidation is normal, it doesn’t have to stand in your way. To help overcome change, create a system for the switch. It could look something like this:

Hold introductory training before making the switchover.
Transition to the new CRM on [date] at [time].
Hold a secondary training immediately after making the change.
Create a message group where employees can reach out with questions and tips.

Having a system of support in place will ease the worries of your fellow team members and make the change as smooth as possible.

Budgets Work as Barriers

One department that might worry a little more than others is the accounting department. These are numbers people who worry any time the debit column increases. The way to get them on board is to show them how that debit column increase will lead to an even bigger increase in the credit column.

Switching to a new CRM should help you turn more leads into sales. By laying out the projected figures in black and white ink, your accounting department and higher-ups will see the clear benefit in dollars and cents. In turn, you will have the green light to proceed with your CRM implementation.

Adoption is Slow

You’ve crossed the first two hurdles of getting your team (mostly) on board with the changeover and getting the budget approved for your new CRM. Now, it’s time for hurdle number three — getting everyone on board and used to the new system.

Although the system is available, everyone may not be willing to go through the process of adopting it completely. And therein lies another implementation problem.

Without your entire team using your new CRM, you could miss out on valuable opportunities. Communication could fall through the cracks, causing you to have lower sales numbers.

There’s a solution.

You might not be able to force someone’s hand in using the CRM, but you can show them why adoption is so important. It’s the why that’s a game changer.

Often during training cycles, the emphasis is put on the capabilities of the new system. The tools and features are important, but if a person doesn’t understand why those tools and features are important, she won’t have a reason to use them.

Just as you sell your customers on why your product or service is such a good buy, you need to sell your team on why you’re choosing to use the new CRM. The clearer that is, the more likely it is your team will adopt the CRM and implementation will succeed.

You Don’t Have to Experience CRM Implementation Failure

It can feel daunting to implement anything new, but it’s worth the effort. By outlining what to expect, the projected increase in sales and why the system is so much better, you will have very little problem getting everyone on board with your new CRM.

September 7, 2016

Insightly Heads Down Under to Xerocon South 2016

The next stop for Xerocon is Brisbane, which means that Insightly is headed back to its Australian homeland to attend the one of the biggest accounting events of the year from September 7 – 9. Similar to Xerocon San Francisco and Xerocon London, this gathering of accountants, bookkeepers, and tech companies is an exciting opportunity to share ideas and network, so it’s fitting that the conference theme is “The Network Effect.”

With more than 2,000 people expected to attend, and an impressive line-up of speakers, it’s no surprise that Xerocon is one of the fastest-growing events for cloud accountants. Xero is one of the most used cloud accounting software for small businesses, serving more than 717,000 customers around the world and offering over 500 apps and integrations in the Xero Marketplace.

Insightly is proud to be an add-on partner (we took home the award for emerging add-on partner at Xerocon London!), and we’re constantly working to make our CRM integration with Xero easy-to-use and intuitive for customers. (Tweet this!) We know it’s a huge part of day-to-day business operations – from closing a sale, to invoicing and payments.

Attending Xerocon South? Stop by our booth #70 to see a demo or say hello! We’d love to chat.

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.

September 6, 2016

Cozy Up to Your Car

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

	Troubleshooting Tips for Importing Information in Insightly
	Here’s a tip for anyone who may be experiencing an importing issue. Try these 3 troubleshooting steps below. The majority of cases we see fall into one of these buckets. Change your file to a Comma Separated Values (CSV) format. There are many versions of excel that format things differently and cause importing issues. Drop a sample of your import file into a notepad. Your file should not contain: Semicolons Extra commas Invisible characters Symbols (e.g. $, %) All dates should be in DD/MM/YYYY format (e.g. 15-Sept-2016) Let us know your importing troubleshooting tips! This week’s tip was provided by Nora Dunn. Nora is an Insightly customer support expert who helps businesses make the most of the Insightly CRM platform.
	De-Clutter Your Desk, Save Your Inner Calm
	Clutter is extremely stress-inducing. A messy desk can make you feel overwhelmed and anxious, so clear those papers, throw out those old paper coffee cups, and feel that heart rate go down. According to Coffivity.com, research has shown that people struggle to be creative in a quiet atmosphere, similarly, they also find loud workspaces distracting.
	Shifting the Heat
	The long, hot days of summer are waning in the Western hemisphere. Here’s a great tip for staving off that skin scalding sensation when you grab the gear shift (automatic or manual) at the end of a long summer’s day. Slip a Koozie cover over the gear shift and your commute experience will be a whole lot cooler.
	Do Your Prep Work
	Early in my career I went on a sales call doing the usual amount of prep work to hold up my end of the conversation, expecting that the prospect would have prepared something of their own. I was wrong. They had nothing. They wanted me to direct the whole thing. Luckily I pulled it all together and sailed the ship through for both of us, but it could have been avoided if I had done one simple thing: confirm the meeting. Meeting confirmations aren’t just another box to be checked on your to-do list. They’re a huge opportunity to influence your prospect or customer. Read more practical sales tips at Spiro.com. 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.

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

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.

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

Changing Your Insightly URL

Breakfast of Budget Champions

Mold On to Your Sandwich

Quotes of Note

1. “Success consists of going from failure to failure without loss of enthusiasm” – Winston Churchill

2. “Successful and unsuccessful people do not vary greatly in their abilities. They vary in their desires to reach their potential.” – John Maxwell

3. “The question isn’t who is going to let me; it’s who is going to stop me.” – Ayn Rand

4. “You may be disappointed if you fail. But you’re doomed if you don’t try.” – Beverly Sills

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

Troubleshooting Tips for Importing Information in Insightly

De-Clutter Your Desk, Save Your Inner Calm

Shifting the Heat

Do Your Prep Work