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  • From Chaos to Clarity: Creating an Organized Sales Team
    From Chaos to Clarity: Creating an Organized Sales Team
    Jared Fuller, VP of BD & Sales, PandaDoc | Mark Ripley VP of Sales, Insightly Recorded: Feb 1 2017 49 mins
    Studies show that businesses of all sizes struggle with organization and efficiency amongst sales teams. If this is proving problematic for your business, join PandaDoc and Insightly as we proactively discuss practical, real-world solutions for creating control out of chaos.

    We’ll cover:
    -How to invest in the right tools
    -How to embrace automation
    -How to create a successful sales culture with sales enablement
  • 6 Tips to Grow Your Business Without Breaking the Bank
    6 Tips to Grow Your Business Without Breaking the Bank
    Megan Roth Marketing Manager at Insighty and Tessa Kohn, Community Manager at Alignable Recorded: Oct 5 2016 37 mins
    Being a small business owner, there is a lot to do and maybe you think you don’t have the resources or money to do it. Entrepreneurs often believe that marketing strategies are for companies with seven-figure budgets but that is not true. So when cash is tight, how do you grow your business with little or no money?

    We, at Insightly CRM have partnered with Alignable, the social network for local business, to discuss how to leverage current customer information and your network to increase sales, gain more customers and increase your brand’s visibility without breaking the bank.

    In this session you will learn how a customer relationship management (CRM) application paired with other tools can help know your customers better, innovate for new growth ideas, get your employees on the same page and take home advice you can implement today to grow your business without growing your budget.
  • Save an Hour per Day with Better Email Habits
    Save an Hour per Day with Better Email Habits
    Megan Roth Recorded: Mar 8 2016 58 mins
    Feel like you’re sending out tons of email with no response? Are you spending mountains of time in your inbox and still feeling overloaded? We got you covered. This video teaches you about research-backed email productivity tips for small business owners from the email experts at Boomerang, Insightly, and Crystal. We’ll give you the resources you need to manage your inbox in less time so you can close more deals and increase your bottom line.

    We will cover specifics such as:
    -How to use shortcuts to be more productive in your inbox
    -When you should be sending emails to get more responses
    -Finds to manage your email in 20% less time
  • Using Mobile to Grow Your Business
    Using Mobile to Grow Your Business
    Megan Roth and Greg Goldfarb Recorded: Feb 16 2016 44 mins
    Make Your Business More Competitive and Increase Customer Satisfaction with Mobile Applications

    Your customers are on the move and they’re using mobile applications to get there. With mobile usage higher than ever, customers can have access to any information or process payments at any time. So how do you stand out and keep up with your customers as a small business in a today's fast paced economy?

    This webinar hosted by Flint and Insightly on Wednesday, February 18th at 10am PST to learn how mobile technology gives small businesses a cost effective solution to help operate more nimbly. You will learn how mobile apps will:

    -Increase Business Productivity by having relevant info on hand so you can close deals in the field
    -Maximize Profitability Potential by being able to accept payments on your mobile device without extra hardware
    -Improve Customer Satisfaction responding to your customers at any time anywhere
    -Also get demos of applications you can use today to streamline your business. Don't miss the opportunity to go mobile.

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