CRM Blog Posts

8 CRM Integrations to Utilize More in 2017

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Measuring the True Cost of New Consulting Clients
“Yes, let’s move forward with your proposal.” For consultants (like me!), few sentences are sweeter to the ear than this one. In addition to boosting next year’s revenue forecast, new clients help you hedge against uncertainty. After all, you never know when an existing client will decide to unexpectedly change course. As great as new ... Read More
4 CRM Resolutions for the New Year
The New Year brings with it a renewed sense of hope and optimism. Will this be the year you land that record-setting contract? Does expansion into adjacent markets represent a growth opportunity for your company? Will that “pet project” you’ve been toying with for years finally become a reality? Business owners across the globe are ... Read More
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
10 Outside-the-Box Ways to Use Project Pipelines
When you think of the word “pipeline,” what comes to mind? If you’re like most business owners, you probably think of the sales process. Leads, opportunities, and new customers are all top of mind. Although sales pipelines are vital to any company, a “project pipeline” can be equally useful from an operations standpoint. If you’ve ... Read More