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March 30, 2017

5 Tools Your Nonprofit Needs to Thrive in 2017

Are you ready to make 2017 your best fundraising year ever? Want to reach more people, target a wider base of donors and get your message heard far and wide?

Nonprofits face growing challenges–limited government funding and corporate sponsorship, a widening pool of competition, and higher needs among underserved populations make the work of nonprofits seem ever more difficult. Over the past few years many nonprofits have found that, in order to reach their goals they have to stop thinking like for-profits (although, it doesn’t hurt to incorporate a few of their best practices) and start playing up their unique strengths.

Nonprofits are the do-gooders and the changers in the world. Their impact stories touch hearts and change lives. Different than selling cars, insurance, or widgets, nonprofit don’t sell anything tangible. Instead, they give others the opportunity to make a difference. They help people pool together their money toward furthering a cause.

Even in a challenging landscape and with large goals, nonprofits have access to many tools at their disposal to help them be successful. Most nonprofits require gifts management system, the ability to send letters, a calendar to track grant deadlines, and the ability to process proposals.

As we move toward a more mobile-friendly society, nonprofits need to keep up with competition, so their voices can be heard and they can reach their supporters. Building on community connections, stewardship and “friendraising” is just as important as fundraising when it comes to furthering their cause.

Donors will shy away from hard-to-navigate websites. One of the primary goals of any nonprofit should be making donating as easy as possible.

So what are some of the top tool your nonprofit needs to thrive in 2017?

A CRM

If you’re still relying on spreadsheets to track your contacts, potential donors and community connections, it’s time to move forward! Adopting a CRM can seem daunting, especially when staff time is limited, but using a product like Insightly is simple, easy and intuitive. Once your employees see how they can share information, integrate with existing programs they already use and generally simplify their lives, they will be on board.

A CRM helps you steward your donors and keep track of all of the connections you’ve worked so hard to build. No more will contact information laps or slip through the cracks. No more will you be embarrassed because you forgot some key information about an important contact. You will be able to manage all of the information simply, easily and in one place.

Mobile Fundraising Tools

Donors are become increasingly comfortable with mobile giving. There are a number of options you can use to help simplify donations, even allowing donors to “text” in their gift or receive updates and alerts from your organization.

At the minimum, mobile-optimization of your website is critical, and your donation button needs to be front and center. If donors can’t find out how to support you, they will look for another cause to take their gift. Make it easy for them by offering online giving options, donations through Paypal, or using crowdfunding platforms like GoFundMe and Donorschoose to encourage support. Don’t forget to set up a wish list for donors who prefer to give in-kind rather than money.

Video

Video is a game-changer for nonprofits. With all charitable organizations it’s about the story, the message and capturing the impact of support on your populations. Your story is vital to your cause. If you’re using tools to help you do more good, and spend less time on administration, you should use that time to learn and work on your video and media presence.

Video enables you to share your story in an eye-catching way that connects with your volunteers and supporters in a way that other forms of media just can’t do. You don’t need to spend on fancy equipment, as many tablets and phones now offer video capabilities on par. Still, spending some time to learn software editing options and understanding how to shoot and compose quick video and share it with an audience can be a huge boost for nonprofits.

Social Media

Social media is still critical for nonprofits, and so many just don’t have the time to keep up! Optimize social media for donor stewardship and to share your message with your target audience. Social media can be a great tool to share the stories of your volunteers, network with others who might need your vital services, and of course, connect with supporters.

One of the keys to managing social media is to only bite off as much as you can manage–you don’t need to have Twitter, Facebook, Instagram, Snapchat and LinkedIn. Pick one or two platforms, your staff is most comfortable with and you feel connects with your target audience. Then stay consistent with your posting. Responsiveness is critical (the “social” part of social media), so make social media a priority but keep it manageable.

Design Software

Design is important when it comes to grant proposals and logic models. When a foundation or funder has tons of proposals to sort through, having an eye-catching piece can really make your proposal stand out. Having consistent branding and following best practices can help give your organization an identity that will resonate with your target audience.

You don’t have to be a graphic designer or spend major dollars on hiring someone with professional design skills. Many programs can be accessed only for free or very little cost. Canva, PicMonkey and other design programs help take your proposal and look from “basic” to “standout”. Use design elements to beautify your marketing materials, your website and for graphics you share on social media.

With a few simple and cost-effective tools, you can ensure that your nonprofit will have the best year ever in 2017. Use a few smart strategies to stretch your time and software investments and enable your staff to really succeed in a polished and professional market. You do great work–use helpers to work smarter, not harder.

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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March 27, 2017

How to Keep Your Employees’ Skills Fresh

Are your employees reaching their full potential? Is your office running at max capacity, using the latest tools and technology at your disposal?

Chances are, even in the most efficient and tech-savvy offices, there is still room for improvement. Chance are also, it’s not the fault of your employees!

Small business owners often require their staff to wear several different hats. They run on shoe-string budgets. Whether it’s a startup or a mom-and-pop company, time is precious. Employees need to be efficient, flexible and willing to roll with new tasks and challenges.

So the question is, as a small business owner, are you keeping your employee’s skills fresh? Are you giving them the opportunity to really shine? Are they using skills they are naturally suited for, and successfully tackling new technology?

No matter the industry there are a few ways you can keep your employee’s skills fresh and up-to-date.

1.Train them on SEO Basics

SEO–Search Engine Optimization is becoming a basic skill on the small business front. What it means in the simplest language is “wording content so Google can find your company’s site”.

There are many people out there who will offer to “optimize” your site, one-time for you for a big fee. While you might need some expertise and help to get started, having internal help going forward can save you time, energy and stress, especially if you’re regularly adding dynamic content to your website.

Google’s (and other search engines) web crawlers and search tactics are always adapting and changing. SEO isn’t a one-time fix. Content can be boosted by current events, by news, and as the face of business changes. Training your employees on the basics will help them keep your company’s content on the forefront of web-searches (and make sure your customers can find you!).

2. Foster Web Development Skills

Similar to SEO basics, web development skills can mean the difference between outsourcing simple updates and being able to quickly resolve things in-house. In the long run having some basic web-development skills will help your employees feel more ownership over your site and better connect with your customers. This is particularly important for eCommerce businesses.

Your employees don’t have to be fluent in HTML or know how to build a website from scratch, but giving them a chance to learn basic updating skills can help your company stay on top of concerns, troubleshoot and quickly create content when the need arises.

Many employees can quickly learn the basics with online-tutorials and classes. You can also find one-on-one trainers to spend a day of professional development training your office with the basics. As a small business owner, you should also have a handle on how to develop your web presence.

3. Encourage Social Media Savvy

Most employees are familiar with social media from a personal perspective, and it’s easy to become complacent or assume they already understand everything about social media for business (a different beast). Encourage your employees to read industry-specific publications, sign up for webinars and training and become familiar with social media best practices that apply to your office.

Social media is a way to connect with your customers and engage with potential customers and your community. It’s imperative that you present a professional front that’s in-line with your brand and voice. Having a rogue post on social media, or unprofessional posts can really frighten customers away and even offend them.

Encourage employees to follow a simple social media protocol when it comes to engaging with customers. Have strong branding guidelines, and a grasp of your target audience will help employees stay on the same page when it comes to updating your social media and connecting with customers and clients.

4. Familiarize them with Software

So you have a CRM, billing and invoicing software, communications tools like MailChimp, calendar programs, scheduling, project and task-management systems. Great! How many of your employees actually know how to use all of the software tools at their disposal?

Chance are, your employees aren’t using your software to full capacity, and you’re losing out on time and productivity in the process. You can learn more about your CRM by visiting Insightly Help Center for a full list of training videos and webinars. Many of your company’s software providers will offer support and assistance.

While training your employees on the full-range and capacity of your software programs seems like a time-consuming endeavor, it can really boost your office efficiency. Your employees will feel confident and may even come up with great new solution and ways to solve problems.

5. Make Training Fun and Relevant

We’ve all sat through training that was boring and less-than-inspiring. Rather than forcing employees to snooze through another training session, encourage them to get involved with hands-on-learning and find fun, and creative ways to make training exciting.

Webinars, and videos are often more engaging than lectures, and employees can learn at their own pace as it aligns with their schedule. If you have to do in-depth training, offer breaks, snacks, and chances for your employees to get up move around and have some fun.

Make up incentives and challenges to help your employees feel enthusiastic about their training. Give them a chance to share their knowledge with other employees and take ownership of their new found skills.

6. Help Them Find Their Niche

Not every person is good at learning every new skill. Your salespeople might be wonderful at connecting with customers, but learning about SEO and web design might bore them to tears. Analytic employees might love to build information and add tags, fields and categories in your CRM, but might not enjoy social media.

Find the natural aptitudes of your employee base. In a small office, you all might have to tackle some jobs that are challenging or uncomfortable, but you should be able find the best fit for every task.

Play on strengths and discover what your employees feel enthused about. Rather than trying to fit a square peg in a round hole, let your employees guide you toward the things they really enjoy and feel good doing. When they are working on tasks they enjoy, they will bring their best work to the table.

Even small business owners can find the time to build up skills and keep your employees’ skills fresh. You don’t have to have a huge training budget or massive amounts of time. Use the tools at your disposal and find ways to help your team shine!

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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February 8, 2017

8 Daily Tasks that Waste Time & Cost Money

Time…wouldn’t we all like a few more minutes (or hours) in our day to get things done? Do you ever feel like there’s just not enough time to do all the things you’d like?

They say that time is money, and it couldn’t be more true. If you’re wasting time, or not completing everything you need to do, chances are your business is seeing a loss, or missing the revenue target you’d like to make.

It’s time to take control of your clock again! Address your time-wasters and the areas that are costing you in time AND money. You might be surprised at how quickly the small daily tasks add up, but there are plenty of ways to save time by employing smart strategies and tools and boost your productivity in the process.

The first step is to figure out what your daily time wasters are, then find more efficient ways to get them done. It might be easier than you think!

Checking Email Often

Email and electronic messages are a primary form of communication in many offices. Even if you use Slack or another instant messaging program, always-on communication can be a time-eater. These valuable tools can boost office communication, but checking your inbox or looking at your messages constantly can be distracting and take you away from your focus. Follow the adage, “all things in moderation.” Check your email and reply to messages for a set amount of time at a specific time, and then close your inbox (really!) and focus on the task at hand.

The thing about most messages is this–if it was truly an urgent issue, someone would pick up the phone, walk down the hall or make a more immediate effort. Most electronic messages will keep, at least for an hour or two. If you love hitting inbox-zero, consider installing Boomerang or a reminder app to clear your messages, and then “pop” them up when you have more time to deal. Send and schedule emails to clients with automatic responders so you can send out standard, yet personalized emails regularly.

Disorganized Desks

Yes, a messy desk can be a sign of a creative mind, but it also means you might not be able to find critical bits of information when they’re needed. Being ultra-reliant on paper (you don’t need to PRINT emails) or even saving too many electronic files to your desktop can leave you scrambling while clients are waiting for an answer.

Use your CRM to keep tabs on all your contact and client information. Keep your CRM organized and up-to-date. A program that syncs with your calendar and task management tools is critical. Make it a policy to input data right away rather than jotting things down on post-its, printing it out, piling it up, and waiting for a rainy day to catch up. Take care of things once and move on.

Surprise Interruptions

Ever feel like your office has a revolving door? Wonder who put the “therapist is in” sign up in your window? Surprise interruptions from coworkers, clients, and even your boss can throw your whole day into a tailspin. If you’re the boss, avoid “seagull management” (where you swoop in, “drop something” on a desk and swoop back out).

Instead, set up appropriate meeting times with your coworkers, and employees, where you can address tasks objectively. If it’s simply a social call, keep things short, especially if you’re busy. Remember, you can always say, “I’m working on X project, but I’d love to hear about this. Can we grab lunch/happy hour/coffee?”

Yes, Social Media

It’s impossible to talk about daily tasks that waste time and cost money without mentioning social media. 38% of people describe it as their top time-waster at work. While social media is a wonderful tool and helps you connect with customers, clients, and friends, it can also waste more time than nearly any other activity. How many times have you started down the Facebook rabbit hole, only to look up at the clock and realize hours have passed?

If you can’t resist, consider installing a social media blocker, such as StayFocused on your computer, that limits the amount of time you can spend on social media each day. Set aside an amount of time to respond to customers, manage your media activities, and interact with others, and then stay off it the rest of the time! If you really struggle, schedule posts throughout the week using a social media manager and optimize your social media, so you don’t have to login to the sites each time you post (and get tempted to surf).

Meetings without Agendas

We’ve all been stuck in a meeting that goes nowhere. Not only is it frustrating to be in a non-productive meeting, but it can be a huge waste of your time, and cost the company. Imagine a 30-minute meeting with 12 employees. That’s six man hours of time wasted–almost a full day of work! Can you afford that?

Keep meetings pointed and productive. Always go in with an agenda (sent out beforehand so everyone can be prepared and thoughtful) and a set time frame. If someone starts riding off the rails, quickly redirect, offer to address the issue offline, or table it for the next agenda. Follow up each meeting with a recap and action items, to ensure that the next steps take place as needed.

Procrastination on Filing

Just like a messy desktop, a big filing pile can be a bigger problem than you might realize. When filing isn’t done and data input falls behind, information gets lost in the shuffle, and customers can really suffer (and go elsewhere).

Rather than waiting for your “Mount St. Filing” to erupt and take over your office, tackle it in small, manageable bites. Block out a little time each week to file away paperwork and find a system that works for you. Even if you rely only on electronic files, regularly update and organize your information. This is a time when an ounce of prevention is worth a pound of cure.

Multi-Tasking

Multi-tasking was a buzzword and a badge of honor twenty years ago. People would pat themselves on the back for the ways they were juggling so many things at once. Unfortunately, when there are too many balls in the air, things get dropped, concentration wanes, and time is lost.

Instead of trying to split your focus on several things, put all your concentration and effort into one task at a time. This “mindful” approach is the current trend in office work-styles and for good reason–it is far more productive than trying to take on all the things without really dedicating yourself to any of them. We’re best when we focus on one thing at a time. More than one task leads to distractions, which leads to wasted time and wasted dollars.

Personal Business at the Office

When office and personal lives overlap, it can be hard NOT to address personal business at the office. Small business owners, entrepreneurs and up-and-coming executives are often clocking in extra time, which means personal tasks get tackled during office hours.

Personal business should be saved for break times whenever possible. We all have lives outside of work and need to address things during the day, but blurring the lines of personal time and work can present a real challenge to productivity and even morale. Encourage everyone to address issues during breaks, so they can refocus their efforts when they’re at their desks.

Keeping your office productive and successful means avoiding these daily tasks that waste time and cost money. Trying a few of these strategies to see real results in what you’re achieving at the office. Cutting out these time-wasters might make your work better than ever!

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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January 4, 2017

How To Optimize Social Media For Customer Satisfaction

As a small business owner, you know the importance of being on social media channels. Your customers are there, ready to interact with you. You tell them about your business, but are you doing everything you can to optimize your social media approach for customer satisfaction?

Always Respond

If you aren’t tracking brand mentions across all social media channels, you’re missing a huge opportunity to connect with your customers. People don’t tag your brand in their posts just for fun. They want you to respond, so do it. If you use software, such as Hootsuite, you’ll be able to track mentions and reply in the same place. It’s important to reply regardless of whether the post is positive or negative. Happy customers love to be acknowledged on social media. Unhappy customers must be acknowledged and, if possible, have their issues remedied immediately.

Forget the Robots

Only one thing is more annoying than being ignored by a business you’ve reached out on social media — getting a canned response from a reply bot. Don’t be the business who does this to your fans and followers. Replying to direct messages, brand mentions, and even business reviews is vitally important. A real, live person must create these replies, whether you hire a social media manager or do it yourself. Keep track of social media interactions with your customers in Insightly, so your whole team can see interactions in one place. Responses should be personal and representative of your brand voice. Wherever the message and whatever the tone, the end goal of your response should be total customer satisfaction (if possible).

Respond Immediately

This sometimes seems impossible for small businesses, especially when you’re managing your own social media channels. But the sooner you reply, the better. One survey found that 32 percent of customers expect a response within half an hour.

Don’t be tempted to use an automatic response in order to get that quick turnaround on messages, though. It’s better if your customers have to wait a few hours for a personal response from you than to get a useless response immediately from a robot. This is especially true for small businesses. You can supply personalized, helpful responses that deliver truly great customer service, just be sure to make them timely, as well.

Aim for Transparency

Social media is a public means of communication. Be as transparent as possible when conducting yourself there. Beyond simple customer service requests, your customers may want to know what kinds of charitable work your business is involved with. They may ask questions about your business practices or about the conduct of specific employees. It’s smart to approach potentially explosive topics with caution, but don’t avoid them entirely.

Be as honest as you possibly can. If you’ve screwed up, admit it publicly, as soon as possible, and follow through with rectifying action immediately. By displaying your honesty for all social media to see, your brand builds trust with followers and develops a reputation for authenticity. This kind of trust, which can’t be built with ads, is priceless.

Stay in the Same Place

If a customer tweets you a question, answer it on Twitter. If they Facebook message your business, message them back in Facebook, too. It’s frustrating to get a response from a business that reads something like, “We’d like to help you with that. Please call 1-800-redundant.” If they wanted to talk on the phone, they would’ve called your business to begin with. While sometimes circumstances arise that necessitate a different platform, it should not be your standard answer to request communication elsewhere. If you must talk elsewhere, explain why.

Using social media for customer service opens the door for you to give your customers exactly the kind of help they’re looking for. Exercise empathy in your replies and you’ll build trust and loyalty among your many satisfied customers.

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.

November 28, 2016

6 Social Media Mistakes to Avoid

When it’s done right, social media has enormous potential for brands that are trying to scale their business.

On the other hand, when social media goes wrong the results can be disastrous, resulting in the loss of valuable followers, terrible PR coverage and even job losses.

From the uncomfortably creepy “drink spiking ad” created by Bloomingdale’s, to BBC World’s false announcement that the queen had died, the past couple of years have had their fair share of headline-making social media blunders.

To avoid the embarrassment and setbacks that come with making major social media mistakes, I’ve composed a list of the six most common mistakes that I see brands making.

Are you making these mistakes on your social media?

Buying Fake Likes and Followers

Increasing the number of new likes and followers that you have on social media is a key priority for most brands, so it can be tempting to purchase them online. Sites like Fiverr and PeoplePerHour allow you to purchase social media likes and followers in the tens of thousands for $10 or less, but doing so could have significant negative impacts on your social media efforts as a whole.

For one, paying for fans and likes is detrimental to brand awareness efforts because it makes it tough to build a real, loyal following. Fake followers add very little value to your community since they are unlikely to engage with your posts, share your content, and become brand advocates, which is ultimately what social media is all about.

Sharing Stale and Irrelevant Content

In order to see a positive ROI from social media marketing, you need to share fresh and engaging content with your audience. You should always be aiming to position your brand as an authority in its niche. This challenge can seem a little daunting at first, but as long as you provide your audience with a unique reason to follow you then you’ll be on the right track.

If you just consistently share the same content as the other brands in your industry, think about why your target audience would bother to follow you?

Sharing irrelevant, off-brand content is another common mistake that I see brands make on social media. When writing a post, it is useful to ask yourself the following question. “What value am I providing my audience by sharing this piece of content with them?” Is the post something your audience would find entertaining? Or, are you are you solving a problem of theirs? Be sure to know the interests and pain points of your audience so that you can create content that appeals to them directly.

Using Every Platform For the Sake of Them All

Having a presence on two or three social media platforms can be advantageous for most brands, but being on every social media network is likely to be a waste of time and money. Devising a clear strategy for the platform(s) that your target audience actively uses is the first step to creating a profitable social media strategy.

For instance, if your brand sells active wear aimed at a teenage audience then making it a focus to grow your LinkedIn following in 2017 is likely to be less profitable than growing your presence on Snapchat, Instagram and Facebook, where this demographic spends most of its time. Pew Research Center recently published some valuable data on the demographics of key social media platforms which can offer great insights into your audience’s preferences.

Not Using Management Tools

Singlehandedly managing all of your social media profiles without a management tool can be a daunting task. With so many great social media management tools available today, there’s no reason for marketers not to incorporate them into their workflow. There are plenty of benefits to using a management tool, which include monitoring multiple social media feeds in a single dashboard, scheduling posts in advance, social media listening, and centrally managing customer questions and queries. You can even integrate your social media management tool with your CRM system for more streamlined customer connections.

There are several tested management tools on the market today. The crowd favourite in 2016 is Hootsuite, a social media management and analytics tool that offers free and paid subscriptions. Its easy-to-use interface makes it the preferred choice of many small businesses.

For most brands, the free version of Hootsuite is likely to be sufficient as it allows users to add up to three social media platforms per subscription. For larger businesses wanting to add more platforms, there are also paid versions available.

Not Tracking Your Successes (and Failures)

One of the biggest mistakes that brands can make on social media is not tracking their results. Are your posts reaching the right audience? Do they bring in qualified traffic on a regular basis? Without a report that measures your success on social media, you won’t be able to measure how well you’re doing.

Expert Market recommend creating a spreadsheet that keeps track of the new likes, followers, engagement, website traffic and conversions generated from your social media activities. You should fill it in on a monthly basis. Tools like Hootsuite, Sprout Social, Statusbrew and Google Analytics are all excellent tools for finding these metrics and tracking your ROI from social media, which can be joined for free.

Not Scheduling Your Posts

Do you have a set time that you post on social media? Do you post on an ad hoc basis? Both of these approaches may be negatively affecting the success of your social media marketing.

It is important to test posting at various times of day to determine when the best time is for your audience. Begin by testing commuting hours, evenings, and on the weekends. The number of impressions and engagement you receive will depend on the lifestyle habits of the audience that you are trying to target. There is no one-size fits all approach. If you are a retail brand, you may find that posting on the weekends when users are shopping on their mobiles and tablets gets better results than posting mid-afternoon on a weekday when users are working.

An additional note for Facebook marketers:

In July 2016, Facebook made changes to its newsfeed algorithm which affected businesses both big and small. In a post titled “Building a Better Newsfeed for You,” the social media giant explained how it was changing the way that users receive updates. The post explained that Facebook would now prioritize posts from a user’s friends and family over news sources and businesses that they follow.

This update has had a significant impact on the number of impressions and engagement that businesses receive. This is especially true of small businesses, who lack the time and resources to compete with larger brands. For smaller businesses, some marketers have found success posting in the late evenings/early mornings, when others are less active, to “beat” the algorithm.

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.

Karla is a content and social media marketer at Expert Market within their London office. Karla is passionate about helping small businesses grow through content marketing and strategic planning, having founded her own marketing consultancy prior to joining Expert Market which serviced start-ups worldwide.

March 16, 2016

Social Media Best Practices for SMBs

Being on social media is an absolute must nowadays for every business. From sharing updates about the organization, to building relationships with customers, to addressing customer service issues, social media offers a unique medium to speak with customers. But for some, social media can seem like an unknown, scary activity that can be overwhelming to implement and manage. As a result, a lot of small business’ social media accounts have few postings and minimal followings, or worse, they don’t have any social presence at all. If you’re looking to kick your social media efforts up a notch, follow these best practices to get you started.

Complete your profiles

At the very least, your profile should have a photo, which should be a high-res image of your company logo. Beyond that, fill in the profile section as much as possible with your company’s service or product, a brief history, mission statement, and contact information.

Understand each network

Effective social media isn’t all about cat videos and selfies. Facebook has a different culture than Twitter and LinkedIn, so it’s important that you understand the distinction. Spend some time listening, observing, and learning the nuances of each community..

Be responsive and accessible

If your followers are asking questions, answer them promptly. If there will be a delay in providing the answer, let them know you will get back to them as soon as you can. You cannot foster an open dialogue if you aren’t responsive.

Consistency is key

Determine which social media channels will yield the best results and most engagement with your target audience and then work with your team to determine when you’ll publish on each channel. Here is a general guideline:

Twitter: 3-5 tweets a day
Facebook: 1 post a week
LinkedIn: 1-2 posts a week

Be personable

Your followers want to know there is an actual person behind the tweets and posts. Talking about topics that aren’t specific to your business and product will help to make this distinction.

What’s most important to understand is that being active on Facebook, Twitter, or LinkedIn isn’t going to single-handedly close more sales for your business, although it may be a byproduct. Your killer social strategy is a way to build relationships with your customers, create awareness about your product or service, and improve customer satisfaction and experience.

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.