The Insightly Blog

Key CRM trends, best practices, customer stories and how-to tips.

Thought leadership

How enterprise tech can empower midsize enterprises

Learn five key factors in developing tech solutions for midsize companies.

Product news

New features and key platform updates

Introducing Custom Objects, Custom Apps, and Insightly Voice.

Best practices

3 CRM misconceptions held by business owners

Three common misguided assumptions that businesses make about CRMs

Best practices

9 back office inefficiencies worth automating

Always be thinking about how to do things better

Best practices

User adoption: 5 CRM best practices for Insightly

Listening to users and having an effective rollout strategy is key

Best practices

Converting sales intelligence into stellar software features

Best ways to ensure that customer requests are fed to your development team

Best practices

Why businesses need business intelligence

BI refers to software tools that are used for visualizing important metrics

Best practices

7 things consultants would rather do than work on taxes

We can’t change the reality of tax day, we can at least dream

Product news

Everything new in Insightly's April 2018 release

Customize Insightly to mirror your business

Best practices

Create the CRM playbook of your dreams

Create a strong framework that will support your business objectives

Best practices

Selling points for a more agile sales force

Total CRM adoption is key to becoming more agile

Best practices

How to convert “doers” into sellers in the sales process

Why the implementation team should be your best sellers

Gamechangers

Business takeaways from last year’s bracket

Three business lessons hidden deep within your bracket.

Product news

New release speeds admin and drives adoption

Bulk editing, enterprise-grade dashboards and more

Best practices

The nominees are in

After a great year, show your team how much they really mean to your business

Product news

Data visualization redefined with dynamic dashboards

Rich analytics and executive dashboards for everyone

Thought leadership

Top CRM trends

By 2021, AI tech in CRM will generate $1.1 trillion in revenue

Best practices

7 strategic questions to ask yourself in Q1

Looking beyond the “big wins” of last year, what else worked?

Best practices

Insightly CRM meets artificial intelligence

Scheduling meetings is time consuming but needs to get done

Best practices

5 SaaS lead generation secrets to try in 2018

The ultimate goal of the SaaS product marketing is lead generation.

Best practices

Measuring the true cost of new consulting clients

Along with boosting next year’s forecast, new clients help to hedge uncertainty

Best practices

4 CRM resolutions for the new year

Setting a few CRM-related resolutions might be exactly what you need.

Best practices

CRM gift guide for your sales reps

Give sales reps the full suite of tools they’ve been asking for

Best practices

5 CRM best practices for Insightly (part 2)

Provides you with guidance on managing duplicate records

Best practices

6 CRM integrations to use more in 2018

As helpful as your CRM has become, you may have only scratched the surface

Best practices

5 CRM best practices for Insightly (part 1)

Provides a technical overview of backup, security and support CRM best practices

Best practices

10 outside-the-box ways to use project pipelines

As a project advances in stages, Insightly can auto-assign tasks to individuals

Best practices

8 CRM features you might not be using

For sales-driven companies, Insightly’s CRM features can be a real lifesaver

Best practices

6 questions to consider before you delegate work

Define process and peoples roles before implementing technology to support them

Best practices

Why baseball and sales have a lot in common

Striking out is the stark reality of both sales and baseball

Best practices

The best of Insightly just got better

Tips for converting Insightly into a personal Internet for your business

Product news

Supertool for Outlook — the new Insightly sidebar

Get important information into a usable, consistent format in one location

Best practices

Why Insightly is like having your own business internet

Get important information into a usable, consistent format in one location

Best practices

6 signs it’s time to switch from spreadsheets to a CRM

“Keeping busy” isn’t a guarantee for success

Thought leadership

Putting the relationship back into CRM

The relationship part of CRM also needs to address what happens after the sale

Best practices

10 creative ways to use Insightly CRM voice notes

Here are ten ways to take advantage of audio notes

Best practices

6 reasons to stop using your inbox as a to-do list

Some people just can’t break free from the shackles of email

Thought leadership

Why data silos are bad for business

Tips for identifying data silos in your business

Best practices

6 tips for building a more collaborative virtual team

Remote workers tend to spread information across multiple systems and inboxes

Best practices

How to measure customer relationships with a CRM

The right metrics will help you determine the strength of your customer relationships

Best practices

How to scale your content engine with Insightly

With the right tools, building a content pipeline is easy

Product news

Optimize your day with the Insightly mobile app

Import contacts, manage your schedule from anywhere

Best practices

Delivery: The culmination of your sales cycle

Downstream delivery is as important as managing sales pipelines

Best practices

Time management secrets for marketing consultants

Time management secrets are essential for marketing consulting success

Best practices

5 smart CRM shortcuts to impress your clients

Streamline your consulting business and make a lasting impression with customers

Best practices

5 time-wasting business habits & how to avoid them

Identify time-wasting habits that may have formed in your business

Thought leadership

Why closed-won is just the beginning of business

Without the right approach to post sale, adding customers can be quite disruptive

Product news

Email templates to boost your workflow automation

Insightly’s email templates save you time by having standardized messages ready to go with a few clicks.

Best practices

How to convert Insightly into a lead gathering machine

Make sure every lead is efficiently funneled into your CRM

Product news

Insightly search — better, stronger, faster

Introducing an upgrade to Insightly global search

Gamechangers

Why HBO’s Pied Piper needed a CRM for startups

What can go wrong when launching a start-up without a CRM

Product news

More control for your notifications

Stay on top of changes to customer records, deals, etc.

Product news

10 most important CRM reports & how to use them

Make better decisions with predefined and custom reports and dashboards

Best practices

Increase productivity with workflow automation

Learn how workflow automation can increase everyday productivity.

Product news

Browse other apps on the go without leaving Insightly

Rich text editing, sorting fields, in-app browsing and more

Product news

Insightly is now SOC Compliant

Insightly has controls in place to ensure that your data is safe and secure, our SOC 2 certification proves it

Experience the CRM your team will actually use