Blog Posts
July 6, 2017
“We deliver on our promises.” You’ve probably heard companies that tout similar mottos. On the surface, this type of tagline can almost seem clichéd. Clichés aside, delivering on promises is a fundamental part of being in (and staying in) business. Unfortunately, some companies mistakenly focus too much effort on their sales pipelines at the expense ... Read More
June 6, 2017
Time management secrets are essential for marketing consulting success. Right-brained or left-brained? Creative or analytical? Strategic or tactical? Marketing consultants have a fine line to walk between ideation and execution. On one hand, we must continuously develop innovative ideas that keep clients ahead of competitors. On the other hand, we also must be highly efficient in the ... Read More
May 24, 2017
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
May 17, 2017
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
May 9, 2017
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
May 4, 2017
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
May 3, 2017
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
Why HBO’s Pied Piper Needed a CRM for Startups
April 25, 2017
HBO’s hit show Silicon Valley is a biting mockery, a satirical exaggeration of the very worst of everything about America’s entrepreneurial hotbed. But, it’s also a tale of everything that can, and often does, go wrong with a great idea when launching a start-up without a CRM. In the last season, we watched as Richard ... Read More
10 Most Important CRM Reports & How to Use Them
April 17, 2017
With Insightly, you have nine core Legacy reports built into the platform to make managing your business easier. A few clicks and you’ll have a graph with the information you need. If the Legacy reports don't provide enough information or are not specific enough to your business needs, you can create custom reports to meet all your needs.
Save Time & Increase Productivity with Workflow Automation
April 12, 2017
There’s just never enough time in the day! From busy sales reps who are constantly trying to follow up with leads to project managers who are juggling multiple deadlines, we’re all familiar with this saying. We’d like to challenge you to think less about needing more time, and more about being efficient with the time ... Read More
