CRM Blog Posts
10 Creative Ways to Use Insightly CRM Voice Notes
Have you ever tried using the Insightly audio notes feature? If not, you’re definitely missing out. Insightly allows you to record up to 60 minutes of audio per file. Voice notes can be linked to contacts, organizations, leads, opportunities, and projects. Best of all, free and paid users alike can access this feature. So, what ... Read More
6 Reasons to Stop Using Your Inbox as a To-Do List
Whether we’ll admit it or not, our inboxes can be addictive. After all, checking email is as easy as tapping an app or refreshing a web browser. Is there a new and exciting business opportunity waiting for you? Will your web developer finally send an update on the shopping cart project? Is your realtor ever ... Read More
Why Data Silos are Bad for Business
Growing up in rural Indiana, I’ve seen many silos in my lifetime. In case you’ve never been to the heartland, farmers typically use silos to store silage (feed for dairy cattle and other animals). Silos are often sealed airtight to control moisture levels and prevent pests. Where am I going with this discussion? How do ... Read More
6 Tips for Building a More Collaborative Virtual Team
Big businesses aren’t the only ones benefitting from virtual teams. Thanks in large part to freelance marketplaces, such as Upwork.com, traditional brick-and-mortars, mom and pops, and startups are now able to rapidly staff up with team members from across the globe. Although virtual teams offer a number of tangible benefits to your business, they do ... Read More
Bedrock Data Announces Sales and Marketing Automation System Integration with Insightly
On the heels of Insightly’s announcement of a major release of its CRM featuring a redesigned technical architecture and user interface that helps sales team improve productivity, Bedrock Data is now featured as an Insightly integration service. They offer successful marketing automation system integration of Insightly with some of the top software used by companies ... Read More
How to Measure Customer Relationships with a CRM
You know your business needs to build long-term customer relationships to succeed. So, you implement a CRM to help manage the process company-wide, watch the data start flowing in, and wait. And wait. And wait. Unless you’re paying attention to the right metrics, you may never figure out whether your customer relationships are growing the ... Read More
How to Scale Your Content Engine with Insightly
Managing content isn’t easy, especially when you have plans to scale your operation. Without a rock-solid process, the addition of new topics and writers will only compound the issue. Before you can expand, you need to invest in the process itself. In this post, I’ll show how it’s possible to optimize your content workflow by ... Read More
Delivery: The Culmination of Your Sales Cycle
“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
Time Management Secrets for Marketing Consultants
time management for consultants
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
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
closed won sales cycle
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
Sales Lead CRM 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
Why HBO’s Pied Piper Needed a CRM for Startups
silicon valley HBO cast crm for startups
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
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
    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
Turning Your Contact Management System Into A True CRM System
There's a difference between high school and college, just like there's a difference between the minor leagues and major leagues in baseball. Both represent a whole other level of performance. A high school diploma is good, but a college degree opens many more doors.
5 Steps to Budget Smartly for Your Small Business
A smart budget is how strong business owners persevere through hard times and accumulate capital during prosperous times. Read the full article at: startupnation.com
What To Expect When Applying or Working for a Small Business – Small Business Can
Small businesses provide young career professionals with an excellent opportunity for growth, and experienced veterans with unparalleled leadership potential. A sole proprietorship, corporation or partnership qualifies as a small business based on the average number of employees in the past year and average of annual receipts over the past three … Read the full article at: www.smallbusinesscan.com
How To Choose The Right Pricing Model for Your Small Business
It can be challenging to know whether your products/services are priced too high, too low, or just right. Here are tips to make pricing less of a headache. Read the full article at: www.blackenterprise.com
Best practices for Working With Outsourced Writers
There comes a time in every business’s life when it realizes it can’t get everything done by itself. Hiring more help may be a solution, but what if the job is smaller, or it’s a one-off project, like writing a white paper or snapping a few pictures? The solution is of course to hire a freelance writer or designer, though for some reason this is never as easy as it sounds.
Why Small Business Owners Need Good Legal Counsel
Small business owners have enough to worry about these days. That's why legal counsel is a must for small businesses that want to survive.
Should Small Business Implement Mobile Recruiting?
4 Reasons Why Small Business Should Implement Mobile Recruiting in 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?
Find Time to Make Marketing Your Small Business a Priority
As your business starts to grow, where do you find the time to focus on marketing your small business?
An Overview of Small Business Loans
Small business owners have many options open to them today. However, they no longer can depend on embracing the traditional path. It is quite impossible for most small businesses to get a bank loan.
How to Feed the Buzz Machine
This week's Turn It Up Tuesday offers tips on how to keep yourself energized and game ready during conference season, how to generate more leads in Insightly by scanning business cards, and much more. Enjoy!
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?
12 Ways to Gauge a New Business Trend
Business experts share tips on how you can best gauge whether or not a business trend is worth putting into motion for your startup.