Turn It Up Tuesday: Tips from Insightly to Take Your Business to 11
Welcome to Turn It Up Tuesday, where we bring you 3 weekly tips—a tip on using Insightly CRM, a tip on running your business, and a tip on improving your life. For this week’s tips, we pay tribute to some amazing women during Women’s History Month with quotes that will help you have a happier and more productive day.
Create Many Tasks in Fewer Steps
“In a world where there is so much to be done, I felt strongly impressed that there must be something for me to do.”
Dorothea Dix took on an astounding number of tough tasks to improve society and raise awareness about the less fortunate. Your tasks might or might not be taking you toward such lofty goals, but keeping them in Insightly gives you an easy way to manage and monitor them. If you’ve got many tasks to enter, typing them into Insightly can be a task, in and of itself. Instead of entering so many tasks field-by-field, you can use a spreadsheet program to enter them, copy and paste them, or use calculations to more quickly create them in a file which can be saved in CSV format for importing to Insightly. With columns for task name, due date, responsible user, and other available fields, you can import them to create the Insightly task list in just a minute or two!
Don’t Let Obstacles Stop You.
“I never dwell on what happened. You can’t change it. Move forward.”
Joan Rivers encountered many setbacks in her professional and personal life and continued to push through to success. In order to move your business forward, know where you’re headed and keep moving toward your goals. That doesn’t mean you need to stubbornly beat your head against a wall when something isn’t working; instead, try to have a sense of humor about the failures and flops and then find creative solutions around the roadblocks. This could mean finding another path, getting some help, or tweaking your goal a bit as you go along. As long as you’re moving toward a destination, you’re making progress!
Smile! It Can Make You Happier.
“If you have only one smile in you, give it to the people you love. Don’t be surly at home, then go out in the street and start grinning ‘Good morning’ at total strangers.”
Maya Angelou knew where smiles count most, just as Joan Rivers made them count as often as possible. The act of smiling, even if forced, is known to improve mood and reduce stress levels as your brain reacts to the expression on your face. This could even set a chain reaction of events, since when your brain is in a positive state it “performs significantly better than at negative, neutral or stressed. Your intelligence rises, your creativity rises, your energy levels rise.” This video explains the idea and will likely put a smile on your face as it helps you accomplish a little more today.
Send Us Your Tips
Would you like to share your tips with other Insightly customers? Send them to us!
If we use one in our weekly feature we’ll send you a $10 Amazon Gift Card!
And if you haven’t tried the best CRM around, check out Insightly’s features and sign up for a free trial.
About the author: Tony Roma is Insightly’s Content Manager. He’s been helping businesses implement software solutions and improve their work processes for over ten years.
Investing in a CRM system is an essential part of growing any business, but many business owners tend to try and scale down their CRM to save money. If you look at buying a CRM system as making a one-time purchase that you have to log as a loss, then you’re looking at the entire idea of customer relationship management the wrong way. A good CRM is an investment that pays for itself over and over again by increasing profits and helping your company retain clients.
A CRM system allows you to give customers individual attention and increases profits.
Information Is Power
When your sales professionals have a good CRM at their disposal, they are able to quickly access information that can close sales and generate profit. Sales professionals who are equipped with the right information can make fast decisions and deliver accurate sales information that will get your company in front of clients before the competition and grab a larger percentage of your market share. A good CRM will give you a 360-degree view of this information.
Choosing The Right CRM System Is Critical
The sales and marketing experts at the Marketing Donut speculate that a good CRM can pay for itself in higher profits over a 12-month period. The key is to know exactly what kind of information your sales and customer service teams need to make sales and retain customers before you invest in any software platform.
A business that is prepared is a business that maximizes all of its potential. If you want to get the highest return on a CRM investment, take the time to understand what your company needs and what CRM software can deliver.
Give your sales professionals the tools they need by investing in a good CRM system.
Segmenting Customers Allows For More Effective Conversation
So how can a CRM help a company generate more profit? As an example, let’s look at a company that sells sporting goods to various retail outlets. If the company looked at all of its customers the same way, then it risks alienating its smaller retail customers when it puts together programs that favor retail outlets that generate a considerable amount of sales.
With a good CRM, the company can segment its customers into different groups and create marketing plans that would appeal directly to each group. This would allow each group to feel like they are getting treated with respect and strengthens the bond between the company and its customers.
Segmenting customers also makes it easier to talk to customers about new products and accessories. If there are certain customers that don’t want to carry a particular brand of sports shoe, then you can create a group of customers that separates those clients from the others and eliminates wasting your time talking about new products from that brand to those clients that are not interested.
Insightly includes many features to help you have the right information at your fingertips when you need it. Try out the 14-day free trial so that you can see what a good CRM system looks like and make an investment that will benefit your business for many years to come.
George N Root III is a professional freelance writer who has expertise in topics such as Internet marketing, business, advertising, and personal finance.
Turn It Up Tuesday: Tips from Insightly to Take Your Business to 11
Welcome to Turn It Up Tuesday, where we bring you 3 weekly tips—a tip on using Insightly CRM, a tip on running your business, and a tip on improving your life. Enjoy this week’s tips!
Tidy Up Your CRM Data
Most customers take their CRM for an initial test drive by adding test contacts, tasks, and other records to get an understanding of how everything fits together. “After learning how to effectively use Insightly to meet the needs of your organization,” customer Clayton Dike suggests, “purge all the data used to ‘play around’ in Insightly.” This will clean up information that could throw off your opportunity or task activity reports. You can even use custom filters and bulk editing to help you zero in on specific records. It’s almost time for spring cleaning, after all!
As thanks for submitting this week’s Insightly tip, Clayton will be receiving a $10 Amazon gift card! Use our links below to submit your own suggestion.
What’s Your Job(s)?
While large corporations are doing away with outdated annual job reviews, it’s important to regularly take stock of the work you and your staff are doing. If you’re a busy solo entrepreneur, write down all the jobs you’re juggling in a ranked order. As your business grows, hire for the roles at the bottom of your list to free yourself from work that can easily be handled by someone else. If you have staff, sit down with them on a regular basis to perform the same assessment with their jobs. It’s easy to assign an extra duty here and there and forget how they add up, so your employees will appreciate the attention and you’ll gain a greater appreciation for their contributions to the success of the business.
How we look and what we wear can have a powerful effect on our confidence. Updating your wardrobe or changing your style doesn’t have to break the bank, and small changes can make a big difference in the way you see yourself. You can part your hair differently or get an entirely new hair style, shine your old shoes or start wearing something pointier, flatter, or in a new color. If you think you don’t have new ideas, go out and try on clothes at the local department store, including something you wouldn’t normally wear. Try adding a little color and pay attention to a good fit; you might even find a particular brand is a better fit for your body style. Most importantly, find new styles that you’re comfortable with—both in the way you look and the way you feel.
Send Us Your Tips
Would you like to share your tips with other Insightly customers? Send them to us!
If we use one in our weekly feature we’ll send you a $10 Amazon Gift Card!
And if you haven’t tried the best CRM around, check out Insightly’s features and sign up for a free trial.
About the author: Tony Roma is Insightly’s Content Manager. He’s been helping businesses implement software solutions and improve their work processes for over ten years.
There’s not a great deal to be said about February. The weather is cold. The days are dark. Football season is over. March Madness hasn’t started. It’s kind of bleak, frankly. Except for one thing: February is the kick-off month for Girl Scout Cookies. And let’s face it – a couple of Thin Mints can bring a smile to anyone’s face, even in the darkest days of winter.
You want to sell a ton of cookies, right? The money is for a good cause. The competition is fun. There are prizes. And there’s prestige for being the best at what you do. But you’re just a little girl. You’ve never sold anything before. How can you succeed? Don’t worry. I can help. I’ve got five good ways for you to sell a ton of Girl Scout Cookies. Ready?
Photo by Bev Lloyd-Roberts LRPS
First, pick a good location. This is obvious. Good salespeople follow the money. They target customers that have a need and have the budget. You’re looking for high traffic spots. Camping out at the local supermarket is always a good choice. Or a highly trafficked mall. A local sporting event or a popular school activity where both parents and kids go. Stake out a lobby of a busy office building or the entrance to subway or bus stop during evening rush hour. These are just some of the places where people walk… and where they get hungry. These are your markets.
Give stuff away. Never be afraid to let your customers try your wares. Studies show that the more people get to touch, play with, or taste a product the more apt they are to buy it. Always have samples out on your table. Don’t resist from opening a box if a customer wants to try a new flavor. In the long run, the cost will be returned. Oh, and considering giving away freebies too – like offering a free box if a customer buys 10. People love getting deals. Share the wealth.
Partner with others. Don’t just rely on your location to sell your cookies. Get others to sell for you. Bring boxes to local stores and other organizations and ask if they’ll help sell, or at least display your cookies. Share in the profits if they so demand (which is probably unlikely unless you’re partnering with the Grinch). More importantly, give something back, like offering to display flyers, business cards or postcards from their store or organization on your table so that you customers can find out more about them too. Maybe you can do a contest together. Or ask if they’ll contribute something free to a customer of yours that buys in bulk. You’re not the only one looking for customers. If you help your partners succeed you’ll succeed too.
Be accessible and convenient. You’ll need your parents for this one. And a little technology. But they’ll help. Get a smartphone (or borrow your parents) and let everyone you know that you’ll do everything possible to sell them cookies… no matter where or (reasonably) when. When people need cookies tell them to text or email you. Respond quickly. Offer options – maybe reserve a box for them to pick up the next day when you’re selling at the supermarket. Or schedule a delivery run with your mom and dad to drop off boxes in neighborhoods. Always have lots of spare change. And can you accept credit cards? There are plenty of mobile payment systems around so maybe think about that too, if mom and dad would help. Make your sale as convenient as possible. Respond to your customers’ requests. Be accessible.
Most importantly: collect data and stay in touch. Think long term. You’re probably going to sell those cookies next year, right? Or know someone else who does? So build on your success. Every customer who bought from you this year is likely a customer for next year… automatically! Do your best to get the names and email addresses of everyone who buys cookies from you. Tell them they’ll get special offers next year. Put this information into a database (consider Insightly, for example). Then next summer, email everyone a great recipe using Girl Scout Cookies or a fun story about the Girl Scouts. You’re just keeping in touch. And next January email them again offering a discount if they buy from you. Maybe you can accept pre-orders or schedule deliveries in advance. And when the cookies go on sale let them all know where you are and how valuable they are. When you get too old, hand down that database to your little sister or a younger member. It’s all about keeping close with your community… a community of people who love those Girl Scout cookies!
Girls, welcome to sales. I’m in sales, too. Girl Scout cookies are delicious, but selling them isn’t as easy as it sounds. None of these ideas are easy. Nothing’s easy in life. Success takes a lot of hard work, discipline and patience. You’ll have to be dedicated and goal-oriented. That’s what it takes to sell a ton of Girl Scout cookies. In fact, that’s what it takes to sell a ton of anything.
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 New York Times, 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
Turn It Up Tuesday: Tips from Insightly to Take Your Business to 11
Welcome to Turn It Up Tuesday, where we bring you 3 weekly tips—a tip on using Insightly CRM, a tip on running your business, and a tip on improving your life. Enjoy this week’s tips!
Get a 360-Degree View with Insightly Linking
Insightly’s linking feature is a powerful way of defining and visualizing the connections between your contacts and every other piece of information in your CRM. Do you want to note who is making decisions about a project’s requirements? See which company is involved? Contact someone in a related department? Check if there are related deals in progress? Each of these items can be linked together in the Links section, and tasks and emails can be linked to these items in similar ways.
You can create connections between people, companies, sales opportunities, and projects to define the relationships between any of these entities. To capture these affiliations and create links to an item in Insightly: open the record, scroll down to the Links section, and begin typing the name of a contact, organization, etc. to search for, and select the right match. Once that’s done, every connection is visible to your and your coworkers, and you’ll have a clear view of the connections and interactions that affect your business.
Use the Links section to make connections between items.
Ask for Another Opinion
When you’re focused, driven, and making your business grow, it becomes easy to think you’ve got all the answers. Rest assured that you don’t. Everyone will make mistakes that they can learn from, but many mistakes can be avoided or mitigated by getting the opinions of other professionals in areas outside of your expertise. Talking to an accountant, lawyer, or banker can help you fill knowledge gaps, spot market changes, and connect the dots between new and existing ideas. Businesspeople from completely different fields can offer a fresh perspective, and your own employees will always have insights to offer you. Considering the advice of others is key to expanding your view, so ask questions and listen up!
Travel to Stay Healthy and Young
“The world is a book and those who do not travel read only one page.” ― Augustine of Hippo
Learning new languages and the history of new places are a couple of ways that travel expands your horizons, and a travel vacation brings about many health benefits. The Global Coalition on Aging analyzed existing research studies and surveyed adults in the U.S. to conclude that “as one travels, one will be healthier.” At least 60% of travelers reported getting more exercise when traveling than they do at home, and 89% are able to leave work stress behind after being on vacation for just a day or two. The responses indicate great physical and mental benefits and reflect the social and brain stimulation that can be achieved through traveling—benefits that are known to keep the mind healthy and reduce the risk of Alzheimer’s. In addition to stimulating the mind, people who travel annually have significantly lower risks of heart attacks and death from heart disease. Isn’t it about time to plan your next trip?
Send Us Your Tips
Would you like to share your tips with other Insightly customers? Send them to us!
If we use one in our weekly feature we’ll send you a $10 Amazon Gift Card!
And if you haven’t tried the best CRM around, check out Insightly’s features and sign up for a free trial.
About the author: Tony Roma is Insightly’s Content Manager. He’s been helping businesses implement software solutions and improve their work processes for over ten years.
I know little about design. I like it when it’s good. I notice it when it’s bad.
A wonderful friend sent me a note that they were in Boston. Some of their team was delayed getting into town for a trade show due to a blizzard. Could I come over and help set up?
Being the optimist that I am, I thought, Sure, that sounds easy.
On the following day, over 25,000 dentists would be strolling through the show looking for the best dental floss, financing for their practice, and, we hoped, comfy shoes (my friend’s product at the show).
As we were designing the trade show booth, my brain was rambling away:
Where should the table go?
What about the STUNNING tall sign featuring the shoes? Oh, no. The sign gets lost against the dark backdrop of the booth.
Where to put the grass so people could feel the comfort of their shoes?
Wow, that’s a miffed carpenter swearing in the next booth as he sets up!
I really do need to find a new dentist—the last one creeped me out!
It’s funny that we’re next to a booth promoting candy—but let’s get back to the task at hand.
I stepped back and thought, How do I like to buy shoes? Luckily, my friend gave me carte blanche to design the booth. So I created a space for people to sit down where others could see the shoes they were trying on. The middle was grassy—something Bostonians weren’t going to see for awhile—and inviting. The chairs faced each other so people could talk. (Personally, I like to get feedback when I’m shopping because I’m fashion-impaired and would rather be learning new technology!)
So this made me think, When was the last time you stepped back and got ideas from others? People who aren’t in your industry, geography, or family?
It’s easy to get comfortable hanging around people who tell us we’re great. I’m not suggesting spending time with people who are negative or demeaning. However, getting a different perspective means you’re open to new ideas.
Takeaway:
Who do you call when you need last minute help?
Do you know how to contact them?
Are you willing to share your knowledge, even if you’re an outsider to the field?
Will the people you’re working with listen?
I just signed up for Insightly and realized that it’s a great way to keep your mind fresh. You have all this great information about your contacts and network at your fingertips to dive in and get creative. Here are some tips:
Create tags for different industries so you can easily search for people.
Realize that you’re brain is wonderful, but you’re not going to remember EVERYTHING—so write notes after conversations.
Take 15–20 minutes at least 2–3 times a week and just scan your contacts. Eventually you’ll get a system that works for you as far as follow up. But in the beginning, don’t be hard on yourself or try to manage it all at once.
Use Evernote’s new app called Scannable to scan business cards and link the Evernote to your Insightly account. This is just amazing!
Add Insightly to your smartphone. Your notes and contacts are right there!
Celebrate! The year is young and there’s lots to learn!
You can learn about any of these Insightly features on our support site. And check out our pricing plans to sign up for a 14-day trial.
About the Author: Diane Darling knows the value of relationships and how to build them. The author of McGraw-Hill’s definitive book on networking, The Networking Survival Guide. Diane speaks and trains thousands of people each year on ways to build relationships, leading to opportunities and growth.
One of the keys to maximizing your CRM is to find ways to enhance it with other powerful platforms. Google Apps for Work is a set of tools that many businesses are using to improve collaboration and productivity. In fact, Insightly is a member of Cloud Alliance for Google Apps, who recently put together The Business Transformation Guide for Google Apps for businesses that are considering or implementing Google Apps in the workplace.
One of the many apps that is having a positive impact on many businesses is Google Drive for Work. Google Drive can significantly enhance the productivity of any team, especially when it is integrated with a good CRM.
Google makes its Google Drive app incredibly affordable by offering unlimited storage for only $10 per month per user. But how can a company take that low pricing and make it work to its advantage? There are a few functions within Google Drive that, when teamed up with good CRM software, can help a company to grow and expand rapidly.
Keep your entire team on the same page with Google Drive’s tools.
Cloud Storage
It is hard to appreciate the value of cloud storage until you actually utilize it for a growing business. Prior to cloud storage, a company was tethered to its office because of the need for real-time data and file sharing. With cloud storage, a business can hire people from all over the world and give them all access to the same files through a secure file sharing system.
CRM software contains all of the customer interaction information a company would need to maximize each customer experience. When that data is combined with files like contracts, project plans, or spreadsheets on a cloud storage system such as Google Drive, it is accessible to every person in the company no matter where they are. The road warrior sales professional can have access to all of the customer service interactions with a particular client just before heading into a meeting with that client allowing them to deliver a much more effective presentation.
File Sharing
File sharing prior to the development of Google Drive was inconsistent and difficult. If a person in the field was not on the same network as someone from the office, then a file that was needed in the field may never get there. With Google Drive, file sharing is extremely easy and efficient, which makes it a very strong business tool.
CRM solutions rely on the ability for different departments to share files and information. When CRM software is teamed up with the file sharing abilities of Google Drive, there is more accurate and reliable information being shared by everyone in the company.
Bring it all together with Google Drive and Insightly CRM software.
Real-Time Document Editing
Collaboration is the key to business success, and businesses want to encourage real-time document editing and collaboration in any way they can. The ability to work in real time on a customer document is critical in sustaining clients and maintaining a strong bottom line. Google Drive allows for real-time document editing and collaboration which can be extremely powerful when teamed up with good CRM software.
George N Root III is a professional freelance writer who has expertise in topics such as Internet marketing, business, advertising, and personal finance.
Turn It Up Tuesday: Tips from Insightly to Take Your Business to 11
Welcome to Turn It Up Tuesday, where we bring you 3 weekly tips—a tip on using Insightly, a tip on running your business, and a tip on improving your life. Enjoy this week’s tips!
Set Up Teams for Task Assignments, Permissions, and Filtering
If you have different groups at your company using Insightly—like regional sales teams, a human resources department, and a project crew—you can create teams of users to assign, filter, and limit access to Insightly items on the team level.
For tasks, organizing a team allows you to create assignments for teams on either a per-user or per-team basis. The first option saves time by setting up a separate task for each team member—no more time-consuming duplicate data entry.
The default filters on the Home tab and Tasks tab include selections for teams so you can filter the list by members of the selected team. The Contacts, Organizations, Projects, and Opportunities tabs also include team options through custom filters.
Finally, you can set viewing permissions when creating or editing a contact, organization, opportunity, or project, and you can choose a team by selecting the team name from the Permissions section at the bottom of the record.
Teams will only appear on these lists after your administrator has added members to them from the System Settings > Teams page. So set them up and help your teams get organized!
Gather a Team When Making Software Purchasing Decisions
With all the business applications available today, it can be hard to determine which ones will actually help your business be more productive. For any software to have a successful impact on your business, it must be used effectively by your staff. Making an executive decision without listening to input from the people who will use and configure your new software can set up your implementation for failure.
To avoid this pitfall, include relevant staff and stakeholders in the decision-making process when choosing an application. If you’re looking into new accounting software, your CFO, lead accountant, and one or two key users will be able to add valuable insights and help you shore up your requirements list. When looking for a CRM, define how you’ll use it and include people whose teams will be affected, whether it’s sales people, project managers, or HR representatives. If you have an IT department, you should ask for their requirements in addition to the input of users and management. And if you already have administrators in mind for the new system, include them in the process.
Choosing a handful of key people to help evaluate and define your software needs will guide you in making the right choice. You’ll also show your future users and administrators that you value their opinions, which will help to rally them behind a successful implementation.
Play, With or Without a Team
“Men do not quit playing because they grow old; they grow old because they quit playing.”
― Oliver Wendell Holmes Jr.
We no longer live in the era of Justice Holmes when all of humanity was referred to as “men,” but the old guy probably knew something about longevity—he sat on the U.S. Supreme Court until he was 90. Today, it’s common to think of play as something only for kids, or in the context of competitive team sports, like the American football game that was just being created during Holmes’ time. But play is vital to keeping your mind creative and healthy.
As anyone who has brought up a kid can tell you, play is a great way to keep your body and brain in shape. Team sports leagues are certainly a way to connect with other people while getting exercise, but any kind of recreation can help you take the focus away from a nagging problem and let your subconscious tackle it for a while. From crossword puzzles and mobile brain games that can exercise your intellect to having a laugh at comedy club, take some time out to play to keep yourself healthy and make life more interesting.
Send Us Your Tips
Would you like to share your tips with other Insightly customers? Send them to us!
If we use one in our weekly feature we’ll send you a $10 Amazon Gift Card!
And if you haven’t tried the best CRM around, check out Insightly’s features and pricing plans, and sign up for a 14-day free trial from our pricing page.
About the author: Tony Roma is Insightly’s Content Manager. He’s been helping businesses implement software solutions and improve their work processes for over ten years.
We’ve got big plans for 2015, and we’ll be upgrading our database this Saturday, February 28, to prepare Insightly for new features in the coming months. Insightly will be down for maintenance for a maximum period of three hours between 9AM PST and 12 Noon PST. We apologize for any inconvenience this downtime causes you and thank you for your patience.
You can also subscribe to our status updates via email, SMS, or RSS feeds. Just click the Subscribe button on our status page at status.insightly.com.
With so many customer relationship management platforms out there, it can be a challenge to know which one is best. Still, if your business is growing, you can’t ignore the fact that you need a CRM solution that will grow as your company grows.
We’re not going to talk about how to choose the right CRM here. For that, check out our free resources:
But once you’ve decided on a CRM, don’t let the idea of integrating it with your other business practices and programs daunt you. We’re here to make it easier.
Get Input From Your Team
This isn’t a decision you should make on your own. Consider the people that will actually be using the CRM. Don’t you think your team members would like to have a say in which CRM you choose? Hold a meeting and ask what features and benefits each wants to see in a CRM. Getting their opinions will also help when it comes time to training and use. If they weighed in on the selection, they’ll be more likely to embrace the new system.
Preparing for the Change
Before you go cold turkey on your former CRM (or even that archaic spreadsheet system you’ve been using), get everything ready to make the transition seamless.
Gather all the documents you want to import into your new CRM with your contacts and house them in one easy-to-find file. Make sure you’ve got all the necessary login information if you need to pull records from your email marketing or other software.
Now’s the time to standardize all the data you’ll be importing. What does that mean? Make sure all the names in your database are separated by first and last to seamlessly import into your CRM. Make sure address fields have addresses and not company names. A quick scan of your spreadsheet should show you what’s sticking out like a sore thumb.
Import Your Records
This step is easier than it sounds. Basically, you’re copying client data and contact information from one source (say, an Excel spreadsheet) into your new CRM. If you use Insightly, these Insightly import tips will help (and, in fact, they’ll be useful no matter what CRM you use).
If you plan to manually enter records, check to make sure you’re not creating any duplicate records.
You might start by testing a small batch of imported files to make sure you’re doing it correctly. This will also help you avoid starting over in case the data isn’t standardized (see above).
Take Your CRM for a Spin
Once you’ve loaded all your contacts into your CRM, play around with the system to familiarize yourself with how it works. A few hours should make you an expert!
Next, schedule time to train your team on using your CRM. It’s of the utmost importance that you dedicate time to training, as that will be what determines how excited your sales team is about adopting the new software into their sales processes. You can force them to use it, sure, but it’s better if they want to use it because they understand the value of a feature-rich CRM.
A great CRM will provide you with plenty of resources to answer any questions you have. The more learning channels you have, the easier adoption will be.
Knowing ahead of time that transitioning to a new CRM doesn’t have to be the headache you imagine might just make you all the more ready to take that step. What are you waiting for? Register today for Insightly’s 14-day trial and take your CRM for a spin.
