5 Smart CRM Shortcuts to Impress Your Clients

Consultants are in the business of looking smart in the eyes of our customers. (Whether we are actually smart might be somewhat debatable!) With client priorities dictating every waking moment, consultants can sometimes fall into the trap of overlooking their own business workflows. Although it’s important to keep your customers top of mind, it’s also wise… Read More

5 Time-Wasting Business Habits & How to Avoid Them

Time goes by much too quickly. As the leader of a growing business, you know this to be all too true. Days and weeks continue to zip by in a flash, and your strategic priorities seem no closer to implementation. Although you can’t slow down time, you can identify time-wasting habits that may have formed… Read More

Why Closed-Won is Just the Beginning of Business

Closing a big deal can be very satisfying.  It’s dinner and drinks all around when the stage of the deal is changed to 100% (closed=won). The hard work you’ve invested in prospecting, follow up, proposals, and negotiation have culminated in this highly anticipated moment. Time to sit back and relax, right? Wrong! In fact, for… Read More

Exceptional Service Management: 5 Skills for Strong Customer Connections

You’re invited to join us on Thursday, May 23rd from 8 – 9 AM PT, for “Managing for Exceptional Service: 5 Skills Your Team Needs Now to Create Strong Customer Connections”. This Insightly Insider Discussion series will be hosted by Marilyn Suttle and Lori Jo Vest, Customer Service Experts and co-authors of “Who’s your Gladys” and “Taming Gladys”…. Read More

How to Convert Insightly into a Lead Gathering Machine

Your marketing efforts are really starting to pay off. You’re a lead gathering machine. Each passing week brings in a record-setting lead volume, far exceeding your own expectations. Best of all, there’s not one particular lead source that is overly dominant. Everything you’re doing seems to be working, and that includes organic web search, paid… Read More