December 2017 ARCHIVE
CRM Gift Guide for Your Sales Reps
Your sales reps add a ton of value to your business. With your sales department playing such an instrumental role, you might want to consider giving them an extra special gift this holiday season. No, I’m not talking about a premium subscription to the ‘jelly of the month’ club. I’m talking about turbocharging your CRM. ... Read More
5 CRM Best Practices for Insightly (Part 2)
This is part 2 of a 3 part blog series. Part 2 provides you with guidance on managing duplicate records and bring best practices together with a worksheet to help implement processes in Insightly CRM. Part 3 will explore dashboard reporting.  Part 1 provided a technical overview of backup, security and support CRM best practices. ... Read More
6 CRM Integrations to Use More in 2018
In this post, we’ll explore six CRM integrations for Insightly worth trying in 2018. Your CRM is doing some amazing things these days. In addition to tracking all of your leads, contacts, sales opportunities, and tasks, you’ve even deployed a few outside-the-box project pipelines. Yes, your CRM sure is a vital asset for your business. ... Read More
5 CRM Best Practices for Insightly (Part 1)
This is part 1 of a 2 part blog series. Part 1 provides a technical overview of backup, security and support CRM best practices. Part 2 will provide you with guidance on managing duplicate records and bring best practices together with a worksheet to help implement processes in Insightly CRM. Data integrity is key to ... Read More