Why add Insightly Marketing?

Here’s a bold statement: If the only thing you want to do is send emails, you probably shouldn’t!

When it comes to batch and blast email marketing, cheaper options are available because they do a lot less than Insightly Marketing can for your team.

Elevate your marketing beyond simple email campaigns and build stronger customer relationships with Insightly Marketing.

 

Keep reading to learn…

 

  • What you can and should do instead of just sending emails (hint: a lot more!)
  • Why your team should choose Insightly Marketing
Key Moments:

It’s more than just email marketing

 

While email marketing is a powerful channel of communication for marketing campaigns, it’s only a piece of the puzzle. Today’s B2B marketing campaigns take more touches over longer periods of time to bear fruit. Unsurprisingly, today’s marketers have more work to do than ever between managing multiple channels, crafting and delivering personalized content, tracking performance, and iterating on the process.

Marketing automation lets you scale by automating many of these repetitive tasks and workflows you need to run successful campaigns.

According to the research, only 27% of B2B marketers agree that their marketing automation platform ‘makes it easy’ to build customer journeys; one in five (20%) B2B marketers have marketing automation platforms that do not make it easy to build effective customer journeys.

That’s where Insightly Marketing shines. Thanks to powerful tools and native, two-way integration with Insightly CRM, it has never been easier to build customer journeys that streamline the entire customer journey while maximizing ROI for everyone on your team.

And when we say everyone, we mean it.

76% say it’s about alignment

 

Alignment is the process of synchronizing efforts and communication between teams with common goals. For go-to-market teams that want to grow, it’s critical to identify and eliminate bottlenecks in process and communication. It’s also the #1 reason Insightly CRM customers add Insightly Marketing to their plan.

According to a recent customer survey, 76.92% chose Insightly Marketing because it was on the same platform as Insightly CRM.

Why did you choose Insightly Marketing - Chart

Beyond pricing or specific features, Insightly CRM customers chose superior alignment between their go-to-market teams as their #1 priority when choosing a marketing automation platform. 

While email and marketing automation features are critical to the execution of marketing campaigns, having sales and marketing data on a unified platform revolutionizes how teams work together to drive outcomes for growing teams.

Alignment is easy with a unified platform

 

Having all the relevant data for sales and marketing contacts available on one platform makes it easy to stay aligned and informed about the specifics of every buyer. Instead of relying on manual exports or clunky integrations between marketing applications and your CRM, data is cleanly synced within Insightly for use across your organization thanks to the native CRM Connector.

At a glance, members of your sales, marketing, and even support teams will know exactly where customers are in their journey, how they got there, and what to do next. 

Put simply, the unified platform and user interface lets you turn data from marketing campaigns into actionable ‘aha!’ moments for your team. They’ll have an easier time taking action in a single platform designed to streamline their efforts.

Easily view the historical context of marketing initiatives and plan your next move with Insightly…

  • Track opens and engagement timelines
  • Notify members of the sales team at critical tipping points
  • Build journeys that nurture based on their engagement
  • Drive personalized sales plays based on engagement data

What’s included in your Insightly Marketing plan?

 

When you choose an Insightly Marketing plan, you gain access to a comprehensive suite of tools designed to streamline your marketing efforts and drive growth. Visit our pricing page to find the plan that best suits your needs.

Keep reading to explore the features of Insightly Marketing and see how they can transform your marketing efforts.

 

Grow Fast with Smarter Campaigns:

  • Native Integration with CRM: Seamlessly connect with Insightly CRM for a unified view of your customer data, ensuring consistency and accuracy across all marketing and sales activities.
  • Email Marketing and A/B Testing: Create and send targeted email campaigns. Use A/B testing to optimize subject lines, content, and send times for maximum impact.
  • Landing Pages: Design and publish custom landing pages that capture leads and drive conversions, with no coding required.
  • Form Handling: Easily create and manage web forms to collect prospect information and feed it directly into your CRM.
  • Campaign Automation and Customer Journeys: Automate repetitive tasks and set up sophisticated customer journeys that guide prospects from awareness to conversion.
  • Lead/Prospect Scoring and Grading: Assign scores to leads and prospects based on their behavior and interactions, helping you prioritize follow-ups and tailor your approach.
  • Dynamic List Segmentation: Segment your contact lists dynamically based on specific criteria, ensuring your messages are relevant and targeted.

 

Gauge ROI and Improve Along the Way:

  • Dashboards and Reports: Access real-time dashboards and detailed reports to monitor the performance of your campaigns.
  • Comprehensive Reporting Tools: Analyze key metrics, identify trends, and gain insights to refine your marketing strategies over time.

 

Looking for an in-depth overview of the functionality? Contact sales or watch the on-demand demo.

Ready to get started?

 

It’s time to launch your first campaign—sweet! Here are three campaign examples you can build out with Insightly Marketing:

  • Getting Started Campaign: Introduce new leads to your brand and nurture them through initial engagement.
  • Growth Campaign: Target existing customers with relevant upsell opportunities based on their purchase history.
  • Re-engagement Campaign: Reach out to dormant customers with offers to re-engage them and expand your market reach.

 

Start leveraging Insightly Marketing today and take your marketing efforts to the next level.