How to Customize Insightly CRM for Prospecting

In this video I’m going to show you how you can customize Insightly CRM to make it really easy to prospect.

Insightly is one of the easiest CRM’s to use on the market and the best thing about it is really easy to set-up and import contacts.

As far as importing contacts into Insightly CRM goes, it’s dead simple. Just set up the CSV file column names to match the fields in Insightly and importing is 2-clicks and done.

The best part about importing into Insightly CRM is even though you can create different .csv files for Contacts and Organizations, you don’t have to. You can just import Contacts and it will make the Organizations auto-magically. Think that’s not a big deal? Think again! It becomes a huge pain in the ass when you have to do each separately and then associate them afterwords. [Read more…]

How to Prospect Using Insightly CRM

In this video I’m going to show you how you can prospect using Insightly CRM.

If you have read the article, you know I’m pretty jazzed about Insightly. It’s a really decent CRM. Sure, I might think I’d like things to be different and sexier, but in all honesty, it’s easy to use and it provides the ability to add a lot of business process semi-automation (read sophistication) into your business.

Any salesperson who isn’t using a CRM deserves to be broke. It’s just too easy to organize your work and sales using a CRM, and Insightly, all things considered, is probably the easiest I’ve used.

While this video and the main “How to set up a sales system and sell using Insightly CRM” article explain everything in detail, just remember two things: [Read more…]

I’m a failure!

im-a-failure

OK, OK, I’m coming clean. I’m a failure.

Yep. And not just one giant huge enormous failure. A conglomeration of hundreds of thousands of failures. Maybe even millions.

I’ve made more mistakes than anyone I know. Done things I’m not proud of. Looked like an idiot more times than I’d like to remember.

I get caught up in thought sometimes thinking about all the screw-ups and mistakes I’ve made…

Don’t worry. This isn’t therapy. This is life.  [Read more…]

Thoughts on The Challenger Sale

the-challenger-sale

Part of being a professional salesperson is staying up-to-date with the latest thoughts and ideas about what is working now in the field of selling and what isn’t.

Just in the sales arena alone, I’ve read books explaining different personality types, I’ve read all kinds of techniques and scripts to use, I’ve read books focused on the mindset of a champion salesperson, and I’ve read books by people who think they know about NLP try to explain how to use it to manipulate people into blindly following your every command.

Most of the information is simply regurgitated over and over again, yet passed off as new, special, and different. [Read more…]

Could This Be a Perfect Sales Email?

Women sending an email - Could this be a perfect sales email?I recently got an email offer from NLP Times that I think is amazing. If you don’t know about NLP, or Neuro Linguistic Programming, look it up. Especially if you are in sales or marketing.

If you don’t know NLP Times, it’s the duo of a friendly Irish guy named Tom O’Connor and Master NLP Trainer Michael Breen.

Michael Breen has some serious NLP chops. Which he earned through a type of indentured servitude to the Founder, developer, and creator of NLP, the one and only, Richard Bandler.

He’s got a very interesting back story, which you can find out if you are interested. Suffice it to say he’s good friends with his ex-partner [Read more…]