November 2017 ARCHIVE
8 CRM Features You Might Not Be Using
We all love Insightly. That’s a given. And, for sales-driven companies like yours, Insightly’s CRM features can be a real lifesaver. Contact management, opportunity tracking, and your Insightly mailbox help you close more deals with less effort. Though you’re already getting value from Insightly, you might be missing out on some lesser-known features. In this ... Read More
6 Questions to Ask Yourself Before Delegating Work at the Office
A project management tool, such as Insightly, can certainly make the delegating work at the office process much easier. Of course, that statement depends on your team’s approach to using the software. No matter how amazing a tool might be, “garbage in” almost always results in “garbage out.” With this in mind, it’s usually a ... Read More
Why Baseball and Sales Have a Lot in Common
“No thanks, we’ve decided to stick with our current vendor.” Such words are never easy for a sales rep to hear. Despite your hours of preparation, proposals, and in-person meetings, the prospect decided your solution wasn’t the right fit. Was it something you said? Could you have done something differently? How did you not see ... Read More
The best of Insightly just got better
New and long-time Insightly users to the customer relationship management platform, recently experienced the latest version of Insightly’s CRM.  From the introduction of visual Kanban drag-and-drop boards to customized list views, customers rave about a variety of product UI and enhancements. Learn more about Insightly’s CRM by attending our upcoming CEO-lead webinar on Wednesday, November ... Read More