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Gratitude, Gift giving, Thoughtfulness, business

A Little Thoughtfulness Goes a Long Way

As I write this, my toes are warm and toasty in fun socks I just received from PandaDoc, and on my desk is a note from a client whose project I just finished. I’m reminded of the saying “A little thoughtfulness goes a long way.” We all have a need to feel appreciated. A thoughtful…

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Mobile Apps, Insightly CRM, business on the go

Working on the Go: 10 Mobile Apps We Love

We live in a world where digital information is available at any time and from any place, twenty-four hours a day, seven days a week. This has changed the way we live, connect, learn and work. According to a 2017 Pew Research Center survey, “95% of Americans now own a cell phone of some kind.”…

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On the Go: Work Anywhere with the Insightly Mobile App

As a small business owner, there are a lot of demands on my time. Business doesn’t always fit neatly into the hours of 9 to 5. Doctor’s appointments, networking lunches, parent teacher conferences, sales meetings, soccer games. Keeping my business running while meeting the needs of my family and personal life can be a constant…

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Business Automation, Insightly CRM, Time management

Are Your Deadlines Managing You? 7 Tips to Take Back Control

You’ve been there – an ever growing to-do list, unexpected delays, meetings that went too long – all the while that looming deadline is hanging heavily over your head. Constantly working to meet yet another deadline can be daunting, leaving you overly stressed and frustrated. But what if you could make your deadlines work for…

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Customer relationships, automation, business relationships, CRM

Use Your CRM: 10 Tips for Building Stronger Business Relationships

Knowing your customers and meeting their needs is essential to every successful business. Earlier this month, I shared a few thoughts on creating win-win solutions for you and your customers. Not only do I help other businesses organize and systemize their processes, I use Insightly to keep my own business running smoothly. When it comes…

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CRM, Business, Client Relationships, Customer Relationships

Think Win-Win: Building Relationships that Succeed

I’ve been thinking about the types of business relationships we create and maintain. After all, as an Insightly consultant, my business is all about managing customer relationships. For any business to be successful, there needs to be a positive outcome for both parties involved. A win for you and for your clients! So how do…

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Workflow, Smartmerge, Insightly, Data, Business, CRM

7 Smart Ideas to Maintain a Clean Database

Chances are, you spent a lot of time cleaning and organizing your data before importing it to your CRM. You know that complete and accurate data is vital to your sales and marketing success. So how do you maintain a clean database? Here are 7 smart ideas to consider: Workflow Automations for Data Integrity Missing…

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Exciting Document Optimization Partner

I am very excited to announce our new partnership with PandaDoc. Most businesses striving to go paperless are utilizing a document signing software. After investigating and testing many document signing softwares, I am thrilled with PandaDoc. If you are currently using a document signature software, I recommend checking out because there is so much more…

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business finances, revenue, Envelope accounting

Creating A Brilliant Business Budget

Smart budgeting is one the most vital indicators of a successful business plan. You most likely did not get into business because you love accounting (except maybe my CPA friends). With or without a love of accounting, a budget holds power. No business size, market, or industry can escape bad budgeting. I am recently rereading…

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Automate, KPIs, Leads

So Simple: Automate your Business Numbers with Insightly

Why do I need to know the numbers? I was out to lunch with a business friend the other day, we were discussing how the power of “knowing your numbers” can transform a business. I happily admit that I am a bit of a numbers nerd but it is so powerful to know the KPIs…

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