Thursday, 26 June 2014

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 your business.  A shocking 73% of small businesses have no process for re-engaging leads after an initial sale and this can definitely impact your business.  With the explosive growth in social media, capturing and organizing customer interaction data is essential to thriving in today’s online marketplace. The statistics below tell the tale of the tape, and if companies wait too long to adapt to the social nature of customer interactions, they aren’t going to last long in the ring.

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How can Insightly help?  Check out our easy social integration which requires no integration setup or special connection.  When you enter an email address, Twitter ID, or LinkedIn address for a contact, Insightly will use it to find and display public social media profiles for that contact on virtually any social channel where the contact has participated --  Facebook, Google+, FourSquare, Picasa, Klout and more.

Sign up for a free Insightly account or try a 14 day trial of our premium plan.

Tuesday, 10 June 2014

Insightly is now a Google Apps Premier Technology Partner

As you may know, Insightly has been rated the number one CRM on the Google Apps Marketplace for some time, so we are delighted to be named one of the first Premier Partners to join the recently launched Google Apps Technology Partner Program.  This new program recognizes partners for their success and offers them additional support to help bring the products they build to more people.  While this program is good news for Insightly, it is great news for our Insightly for Google Apps customers as it ensures that we can continue to offer cutting edge technology to this segment of our customer base.

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 can be downright confusing.

Many small business owners start off by wearing a variety of different hats - not only are you the CEO, you’re also the marketing manager, CRM director, accountant, sales rep… the list goes on and on.

So how are you supposed to juggle things like tracking expenses and filing paperwork when you’re swamped with the day to day tasks of running a new business?

That’s where Shoeboxed comes in. Most small business owners aren’t born accountants - if they were, they’d be doing that instead of running a pet grooming company, or growing their life coaching business.

That’s why you should use Shoeboxed as your own virtual bookkeeper. Shoeboxed is a receipt scanning service that helps your small business go paperless, get organized, and enjoy flawless bookkeeping - even if (especially if!) math was your worst subject in school.

With Shoeboxed, you can instantly declutter your workspace using their nifty Magic Envelope. Simply toss all of your receipts, bank statements, business cards and expense reports into the prepaid envelope, toss the envelope in the mail, and watch as your account is magically populated with digitized data in a matter of days.

You can also scan documents right from your office, or while you’re on-the-go by using the Shoeboxed Receipt & Mileage Tracker for iPhone and Android. Or maybe you have a bunch of eReceipts in your email inbox. If that’s the case, forward them to your Shoeboxed email address at the same time you send them to your Insightly email address. Then you’ll have the receipt saved in your Shoeboxed account, as well as associated with your customer record in Insightly! This is a great option for busy small business owners who are constantly traveling or working outside the office. 

Once the bulk of your clutter is cleared, maintain your newfound organization by snapping a photo of each receipt the second you get it. The totals - including expense category, amount, date and payment - will be automatically stored inside your Shoeboxed account.

Shoeboxed is especially handy come tax time, when you can get an instant snapshot of your spending by logging in to your account. Generate reports based on common tax write-offs, or create your own categories.

If you need to find a specific receipt, it’s easy to filter by date, keyword or amount. In just a couple clicks, you can then generate a report and share it with your tax professional.

New small business owners have enough to worry about without the headache of tracking every dollar spent and payment received. The time saved by using Shoeboxed not only allows you to focus on growing your customer base, it also gives you an overall financial snapshot of your business and shows you exactly where you could be saving more money.

Shoeboxed also scans and organizes your business cards into your secure online account, and from there you can send your contacts to dozens of programs (including Insightly!).

Use Shoeboxed to go paperless, get organized, increase your productivity and keep your finances updated in real time - all of which will let you get back to running your business. Which is why you started this thing in the first place, right?

Special Offer: Insightly users can sign up for any Shoeboxed Premium Plan and receive 30 days free, with an extra 10% off your first 6 months! Sign up here.

Questions? You can reach the Shoeboxed team at or on Twitter @Shoeboxed.

Saturday, 7 June 2014

Insightly Scheduled Downtime Sat. 7th June

Insightly Scheduled Downtime this Sat. 7th June

Insightly will be down for scheduled maintenance for a maximum period of 30 minutes between 4PM PDT and 4:30PM PDT this Sat. 7th June 2014.

Tuesday, 3 June 2014

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 organizational tools that can help you sort your data and find it when you need it.

Tags can be used to filter and sort data in many ways. Unlike “categories,” multiple tags can be associated with opportunities, contacts, projects, organizations and/or emails. You can create filters to sort your contacts’ demographic information and give you access to groups and associations in new and outside-the-box ways.

Get the basics on Insightly CRM tags, and get ready to think creatively on how you can use tags to gain insight into your data.

1.Tag by Demographic Information
Try thinking of new angles to sort your customers and contact information. You can tag them with any information you have—age, gender, neighborhood, city, state, or zip code. Assess what you need to know when it comes to your customers and start tagging!

2.Tag by Association
Perhaps your contacts belong to different professional groups. Opportunities can be found within specific groups, be it Toastmasters or your local Chamber of Commerce. Knowing what groups your customers belong to can help you schedule events that don’t conflict with your local Junior League’s monthly meeting, or target a special offer to customers who are members of AARP. Whatever the association, tagging can be a powerful tool to quickly narrow down targeted mailings and give your real estate agency, non-profit, or small business the tools you need to contact the right customers at the right time.

3. Tag by Industry
Sorting data by industry relevance can be very helpful as well. Identifying customers in similar industries helps you find commonalities and can help you build a campaign that will appeal to their specific trade.

Sorting your project by the industry or tool needed for success can also be helpful. Perhaps you have several upcoming projects that will need a mailing house, or at least two of your projects will require some public relations or IT expertise. Find the data in one quick filter by attaching a tag to the necessary industry or job.

4. Tag by Common Interests
By tagging all your contacts who participated in a community golf-outing you co-sponsored, you can quickly find them again for your next golf event.

Common interests can be important when you are marketing to a specific religious group (remember to send out Rosh Hashanah cards, or schedule events that don’t conflict with important dates).

Looking for other commonalities—pet owners, gardening buffs, car-fanatics or foodies, can be a great boon to your targeted marketing efforts. In today’s world, customers want to be remembered and feel special. When you know what your customers are most interested in, you can order promotional items they’ll want to keep. Tagging their records with information on their interests can help create a marketing plan that will really get their attention.

5. Tag by Priority
Adding a priority tags can be one more way to make sure you can quickly sort and find your “hot” leads. Get creative—if you think it would be helpful. Tags can always be edited and undone. There’s no wrong way. If you find that a tag is not as useful as projected, delete it and try something different. Flexibility is one of the best things about Insightly!

6. Tag Projects in New Ways
It can be helpful to sort projects in numerous ways. We’ve discussed sorting them by the job or industry; what about sorting your projects by the division, location or area they will take place?

You may also want to look at “long term” or “ongoing” projects as opposed to one-time tasks. This can offer valuable planning assistance when you are assigning projects, projecting and scheduling for the upcoming year.

7. Tag the Red Flags
While it can be risky to tag customers with red flag warnings that are slanderous or mean (not to mention unprofessional), making notes can help avoid disastrous PR reoccurrences. For example—customers who hate to be called during dinner can be tagged as such. This helps avoid upsetting a customer.

There may also be reasons to indicate that someone should speak with you before they make contact with a specific client or customer. Perhaps you can offer them some (insight) on a sensitive topic or give some history on the customer disposition. Tag them with a code, initials or a word to indicate that employees should consult with you before talking to the customer.

8. Filter Your Tags
Using filters can help narrow down your tags and find customers that fit multiple criteria. Find customers that live in the same neighborhood, moved in the last year, and are over the age of 60 by smart use of filters. When you tag customers with the right data, the possibilities are endless.

9. Add Tags to a Filter Set
To quickly add tags to a filtered group, you can simply select all of the contacts, projects or data under that “tag” by clicking at the top to select all. From there you can add an additional tag to this group, deselect some members to tag, or “play” with your data in ways that make it more efficient. This is a great way to quickly add tags to like groups, rather than individually opening and tagging each one.

Once you’ve mastered the art of tagging, don’t be afraid to test new ways to manage your data. You may come up with new marketing techniques and plans that you never thought of! Visit Insightly U for more in-depth assistance with tags and get the most out of your customer data.