2014 ARCHIVE
Turn It Up Tuesday: Let’s Review—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. This week, we reach the end of the year, a time to pause and reflect on experiences of the last twelve months. Enjoy this week’s ... Read More
The Best Small Business Books of 2014 Recommended by Insightly
As we reach the end of the year, it’s a natural time for reflection. You might find yourself thinking about the things you’ve learned, reviewing your achievements, and planning your goals for the new year. If growing your business is among your New Year’s resolutions, but you’re not sure where to begin, we’ve compiled a ... Read More
Turn It Up Tuesday: Staying In Touch—Tips from Insightly to Take Your Business to 11
Welcome to Turn It Up Tuesday from Insightly CRM, 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! Tag Contacts When Sending Them to MailChimp Many customers with Insightly paid subscriptions are using our MailChimp integration ... Read More
Happy Holidays from Insightly!
We’ve reached the season to review our year and share our joy and appreciation for all good things. Insightly is tremendously grateful for our amazing customers and their continued support. As we wrap up 2014, we’d like to review some of our accomplishments and preview some of the exciting developments we have planned for 2015. ... Read More
Turn It Up Tuesday: Tips from Insightly to Take Your Business to 11
Thank you to everyone who voted on a name for our Tuesday tips feature! We’re happy to present 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! What’s in a name? Better ... Read More
Partner Post: Scaling and Aiming for Success for Your Small Business
Scaling – you’ve probably heard the word tossed around between other entrepreneurs or investors, but what does it really mean? In the business world, scaling refers to a company that has the ability to grow rapidly at an exponential rate. It is the cornerstone of your startup as it reduces time to solution for critical ... Read More
Tips on Tuesdays from Insightly!
We’re starting a weekly tradition at Insightly. It’s a new blog post to bring you 3 weekly tips—a tip on using Insightly, a tip on running your business, and a tip on improving your life. We hope you enjoy this new feature and find something helpful in the coming weeks and months. We’ve come up ... Read More
4 Ways to Avoid “Monday Morning Quarterback Syndrome”
They say that hindsight is always 20/20, and football is no exception. It’s always easy to call out the ref or talk about how you would have made a better play. Like football, business offers many opportunities for us to say, “I could have done that, but I would have done it this way….” Remember ... Read More
Partner Post: How to Make Your CRM Rollout a Success
Should your company be implementing a Customer Relationship Management (CRM) system? The knee-jerk answer is yes. One of the keys to improving performance is measuring performance. Without a CRM system, how can one measure sales performance? While the logic of having a CRM system is undeniable, purchasing a CRM system does not guarantee improved sales ... Read More
Check Out Alignable Networks to Get Word-of-Mouth Customers
In a recent poll by Alignable, the social network for small business owners, 64% of over 1,000 owners selected “word-of-mouth referrals” as the most effective way to acquire new customers. This was the most effective customer acquisition method by a mile—word-of-mouth was 3.5x higher than the next result, social media. But now what? Since you ... Read More
10 Holiday Helpers for Better Customer Service
We all know great customer service requires attention all year long. Your calendar provides helpful opportunities to connect and focus your customer service efforts during key times during the year. Your customer service strategy should vary with the season. Depending on your industry, the holidays, back to school, even summer may be your busy time, ... Read More
Insightly Customer Profile: plus3trainings in Hamburg Germany
A few weeks ago we received this enthusiastic post from one of our customers in Germany.  We thought that we would translate the post and share it.  The original post is in German is here.   At an event during Social Media Week in Hamburg last February, a freelancer told us excitedly about the CRM ... Read More
Guest Post: How To REALLY Calculate ROI on a CRM System
I have a client who manufactures custom furniture. Last month he spent more than $150,000 on a specialized woodcutting machine. He needed about 10 minutes to make the decision. “It was a no brainer,” he told me. “I know for a fact that I can do a half a million of business on that thing ... Read More
Partner Post: 5 Ways to get your Finances Organized in 5 Minutes or Less
When you run a small business, you want to focus on following your passion. Unfortunately, all of those pesky back-office tasks still need to be done.   All of the steps below take less than five minutes — and you can do all of these things and more at WaveApps.com. 1 minute: Capture that Receipt You ... Read More
Happy Customer Experience Day!
Today marks the second annual CX (customer experience) Day created by the Customer Experience Professionals Association (CXPA). While it’s great that a day is being dedicated to this important topic, the truth is that business professionals should be thinking about customer experience daily. After all, happiness within a customer base should be measured by satisfaction. ... Read More
Partner Post: Tips for Social Media Etiquette
  Last week we posted ‘How to Find that Sweet Social Media Spot for you Audience‘.  So we thought we’d follow up with some social media etiquette tips because once you find your sweet spot, you want to make sure that you approach it the right way. Social networking has taken hold like never before ... Read More
Google Drive for Work: More Visibility and Control for Insightly for Google Apps Users
Recently Google announced in Google Drive for Work.  At Insightly we’re excited by the security, visibility and control that this offers our Insightly for Google Apps users.  The ability to quickly and easily add files to support general customer information helps users better engage with their customers.  However, while one of the main benefits of ... Read More
Like Bears to Honey: Find that Sweet Social Media Spot for Your Audience
Social media has taken the world of marketing by storm, and many small businesses have been left scratching their heads, not quite sure of how to take advantage of what this new medium has to offer them. If you find your company in such a position, there is no need to fret., because transitioning your ... Read More
More For Your Money : Strategies For Small Business Marketing
When you run a small business, it’s hard to know where to invest your marketing dollars. Which marketing strategies are the most valuable properties? Don’t roll the dice and wind up breaking the bank.  Instead, follow around the board to learn which strategies can help your small business gain the competitive edge. Take these stats ... Read More
Partner Post: Content Marketing Tips for the Small Business Owner
Marketing has changed and evolved over the last decade, even for the small business owner. While advertisements might have been the best method for garnering new business in the past, content really is the present and the future for the average small business. However, many small business owners don’t really understand the best ways to ... Read More
Mobile Connectivity and Small Businesses – Firm Friends?
It isn’t uncommon for small business owners and entrepreneurs to misjudge the benefits of maintaining mobile connectivity, especially when the bulk of online work is generally done on one device. The growing popularity of the Bring Your Own Device (BYOD) movement, however, means that more and more small business owners and employees are beginning to ... Read More
Partner Post: Summertime Approach to Business Marketing
Marketing your business is a year round effort, and every business person, from the small company owner to the CEOs of major corporations know it. However, the way you market to your customers should be changing with the season, not staying the same all year long. The reason you need to change your marketing efforts ... Read More
Track Your Data Through the Funnel
Some businesses believe that the phrase “sales funnel” is just another business buzzword.  This may be because many of the businesses that use it, aren’t managing it effectively.  When this occurs, critical problems arise such as lost data, lead spamming and poor customer satisfaction.  By using an online CRM to effectively manage your sales funnel, you can ... Read More
Tips On How To Close A Difficult Sale
From time to time you may run into that one lead that just refuses to budge.  No matter what you say, it seems to drive them backwards instead of forward.  This is a sales agent’s worst nightmare, but it doesn’t have to be. Here are a few tips to coach you through those difficult sales ... Read More
Partner Post: Don’t Send That Proposal Yet!
If you’re using Insightly, one of that ways you’re probably using it is to track and close deals. (That’s one of the best things about Insightly’s freeplan – it does everything!) Keeping track of your contacts is a handy feature in any CRM system, but it’s a means-to-an-end. CRM is how businesses get business deals done. But, ... Read More
Partner Post: Bootstrapping Your Marketing Automation
Marketing automation is a big industry these days – and for good reason. With each task you automate, the more human capital you can allocate to value-added activities. The problem is that these systems often come with big price tags. For many small businesses, the value proposition of implementing a marketing automation system simply doesn’t ... Read More
Knockout Stats for Small Businesses!
If you’re a small business owner and haven’t yet considered using an online Customer Relationship Management (CRM) to help you build a loyal customer base now is the time. According to a recent report from Software Advice, with so many free options available there’s no reason to not use a small business CRM to manage ... Read More
Partner Post: How Shoeboxed and Insightly Can Help Grow Your Small Business
  Congratulations! You’ve finally decided to take the plunge, quit your soul-sucking 9 to 5 and start your own small business. Whether your new business has been operating for one day or one year, you’ve probably noticed that along with the freedom, passion and excitement of self-employment comes a lot of challenges, many of which ... Read More
Get More Organized with Insightly Tags!
Are you (or is someone you know) a labeler? Label maker lovers like to categorize all their small things in bins neatly labeled “Markers” or “Legos” or “Stamps” so they can easily find everything later. Think of Insightly CRM Tags as the modern version of stick-on labels. When used creatively, they are efficient and wonderful ... Read More
Impress Your Customers By Staying Connected
  Customer relationships are at the core of marketing. When you nurture relationships with your customers, you endear them to your brand or business. By leveraging customer relationship management (CRM) solution, you can stay connected with your customers for the long haul. Keep Customer Data Organized and Accessible The key to effectively connecting with your ... Read More