The Insightly Blog

Explore CRM trends, best practices, and Insightly product news

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Best Practices | Customer | Sales

Find the right CRM Strategy for your Industry

A cheat sheet to making a CRM strategy by industry.

Marketing

Navigating the CRM Customer Journey: From Mapping to Marketing

Explore and understand your customer journeys

Data & Reporting

Make smarter decisions using business intelligence

How to use business intelligence metrics

Best Practices | Data & Reporting | Sales

5 Essential CRM Reports (Plus 6 More You Probably Need)

Explore powerful reports to help your business grow.

Sales

What is lead disposition?

Learn the basics and benefits of proper lead disposition

Best Practices | Data & Reporting

Which CRMs are HIPAA Compliant?

Explore top brands CRM HIPPA compliance checks for each.

Customer

Cost Of CRM: Get the details here

Initial and ongoing costs of CRM need to be considered. Learn more.

Company News

How Insightly Uses Insightly: The Power of One Unified Platform

We drink our own champagne...see the details!

Best Practices | Business & tech

Steal Our Proven CRM Evaluation Checklist: 13 Criteria to Consider, Questions to Ask, & More

Learn what to look for...checklist included!

Best Practices | Customer

Improve Sales Pipeline Management with your CRM

Explore the essential tools and reports to win at pipeline management.

Customer

What is customer success?

Learn about the foundation & evolution of customer success

Marketing

7 essential Marketing Automation Reports

How to build and use them.

Marketing

The future of demand generation – 2024 and beyond

Learn how to build a scalable demand generation program that delivers results

Data & Reporting

Intuition vs. data-driven decision making in business today

Learn why businesses should opt for a data-driven approach.

Best Practices

Using a spreadsheet CRM

Get a template and see if it's right for you.

Best Practices

Best CRM Training Strategies to Build a Rockstar CRM Team

See how the right CRM training leads to ROI.

Best Practices

How to Build your CRM Strategy (+10 Example CRM Goals)

Develop your CRM strategy with these easy steps.

Best Practices

CRM Onboarding: Steal Our Battle-Tested Framework

Get the framework for a quick CRM onboarding process

Best Practices | Business & tech | Sales

Grab the CRM Audit Checklist we use with Customers

Everything you need to perform a CRM audit

Marketing

Disruptive Marketing: What it is and how you can benefit from it

Get the basics & tips to kickstart your own experiential marketing efforts.

Marketing

13 Ways to Improve your Marketing Career

What you need to know to advance your career in marketing

Best Practices | Customer

6 Types of Customers and How to Delight Them

Learn about six customers types and how to meet their needs.

Best Practices

CRM Benchmarks: How to Assess Your CRM Performance

Set your CRM benchmarks with this handy guide.

Best Practices

5 CRM Data Clean Up Tips

Get cleaner data to make better decisions.

Best Practices

10 CRM Best Practices to Maximize Sales and Customer Service Performance

Explore these best practices to get ROI on your CRM.

Best Practices

CRM Objectives: 5 Goals You Can Achieve with a CRM

Examine some of the most impactful objectives you can set when adopting a

Best Practices

CRM Implementation Costs: What You Need to Know

Explore the hidden fees that can add up fast.

Sales

Tips for fast CRM user adoption

7 tips to improve CRM adoption

Best Practices | Customer

CRM tracking system: what it means

Using a CRM tracking system to grow your business.

Best Practices | Customer

6 ways to improve the customer experience with CRM

Use your CRM to drive better experiences and more revenue.

Marketing | Uncategorized

Customer life cycle in CRM

Use the right CRM to move through the lifecycle with your customers.

Best Practices

The state of CRM: Choosing the right CRM to align teams

How go-to-market teams create a better customer experience with CRM.

Data & Reporting | Uncategorized

New marketing automation research: 2023

See how B2B marketers are using marketing automation everyday.

Marketing

Why use marketing automation? Exploring marketing automation benefits

Let's take a closer look at marketing automation benefits.

Best Practices

CRM for Hospitals: How healthcare businesses grow

Navigate regulations and processes with the best CRM for hospitals.

Best Practices

Best CRM for QuickBooks: see why accounting software + CRM is a win

With two ways to integrate, Insightly is the best CRM for QuickBooks.

Customer

Build or Buy? How to customize CRM

Customization means a lot of things. Let's explore them!

Service & Support

Best Help Desk Software: Focus on customer experience 

How to choose help desk software for your team

Sales

CRM with Project Management: Streamlining Business Processes

Choose a CRM with project management to deliver on projects quickly.

Sales

What is a CRM Sales Tool?

See how a CRM sales tool can grow your business

Sales

Why Use a CRM Mobile App?

Run your business on the go with a CRM mobile app.

Best Practices

CRM for sales teams: How different sales roles use CRM

Explore the features of a CRM for sales teams.

Best Practices

Best CRM For Software Companies: Choose Insightly for SaaS businesses

See why SaaS businesses choose Insightly.

Best Practices

What is a Modern CRM?

Does your CRM pass the modern CRM test?

Best Practices

Best CRM software for Construction Companies: Close deals and manage projects with Insightly

Choose the right CRM for your construction business.

Best Practices

CRM vs. CMS (Contact Management Software): Which Do You Need?

Quickly compare CRM vs. CMS.

Best Practices | Product News

CRM dashboards: the best way to get most out of your data

See what's working at a glance with CRM dashboards. Set yours up with this

Best Practices

Research Report: Why Customer Experience is Priority One for Revenue Growth

Report: Customer experience and growth are tied together.

Best Practices

CRM Database: What It Is & How It Improves Customer Relationships

Learn how to drive growth with your CRM database.

Uncategorized

How CRM Automation Can Improve Sales & Customer Service

How to use CRM automation to automate workflows and give your team more time.

Company News

Bundle & Save: Introducing Insightly All-in-One

Insightly All-in-One includes 4 applications to run your entire business.

Best Practices

How to Manage Email with CRM

Explore 3 tactics for effective CRM email communication.

Business & tech

Cloud-Based CRM: What it is and How It Benefits Your Business

Cloud-based CRM or on-prem CRM? Learn the difference.

Best Practices

3 CRM Models and How They Improve Customer Profitability

CRM models underpin the process of managing customer data.

Sales

5 Reasons To Rethink Your CRM

Implementing an upgrade could be a game-changer.

Best Practices

10 Key CRM Fields Your Team Needs

Explore the ins and outs of CRM fields and identify the essential ones.

Best Practices

Switching CRMs: the No BS, No Headache Guide

Switching CRMs doesn't have to be risky or costly.

Best Practices

ERP and CRM – What’s the difference?

ERP and CRM - using the right tool for the job is essential.

Best Practices

7 Best Practices for Successful CRM Setup

CRM setup isn't the same as CRM implementation. Learn the steps for success.

Sales

What are the benefits of a CRM?

Improved sales, better retention & more customer insights. Get the details.

Company News

Manufacturers improve operations & grow annual revenues 18%

Results & insights from a survey of 100+ Insightly's customers in manufacturing.

Best Practices

7 Essential CRM Team Roles + BONUS: How to Structure CRM Access

Get these roles filled and you're headed for success.

Sales

What is a CRM? Customer Relationship Management

Learn CRM basics, brief history, & benefits of a unified CRM platform

Product News

How to improve email deliverability

Real tips to help you reach the inbox every time.

Best Practices | Company News

Video series for go-to-market leaders launches: Closing Time podcast

Meet Closing Time – a weekly video series from Insightly

Company News

Insightly Celebrates Pride Month

It is our goal to celebrate Pride, not only in June, but in day-to-day

Best Practices

New research to help companies choose a CRM

Use data to help make this pivotal decision for your organization

Best Practices | Product News | Sales

2022 Midpoint: Solving the Top 5 B2B Sales Challenges

5 challenges and actionable solutions for sales leaders

Best Practices

No-code CRM integrations? Explore Insightly AppConnect

Your CRM is the heart of your business. Integrate it easily with AppConnect.

Best Practices

Why Customer Sentiment Analysis Matters and How to Improve It

Track, understand and improve customer sentiment.

Marketing | Product News

How to use behavioral signals in marketing campaigns

Win when you segment your lists based on actions.

Best Practices

CX survey shows companies overestimate customer support satisfaction

Think your team is killing it when it comes to customer service? The data

Best Practices

CRM Implementation: Steal this proven process

Up to 69% of CRM projects fail because of poor implementation. How do you

Service & Support

6 Ways To Make Customer Interactions Matter

Solid customer experiences define brand relationships after the initial sale. A single interaction can

Best Practices

5 Ways To Improve Customer Focus

Examine your products/services from the customer’s viewpoint. Take a few steps on your own

Data & Reporting | Service & Support

Single Customer View: What it is and why you need it

SCVs allow cross-functional teams and organizations to use aggregated data to drive higher value

Company News

Feeling the love for your CRM?

Insightly earns a 2022 "Most Loved" award from TrustRadius based on customer reviews.

Service & Support

5 essential customer engagement metrics and KPIs

Which user engagement metrics matter most for your business? Learn which KPIs you'll need

Best Practices

The true cost of a CRM

Most CRMs cost way more than advertised at face-value. Learn how to determine exactly

Sales

The 4 types of CRMs and their differences

What are The 4 Types of Legacy CRMs and How Modern CRMs are Better

Product News | Sales

CRM integration: What it is, why is it essential, and 4 key integrations

Integrating your CRM with the tools and apps you use daily unlocks a world

Best Practices

9 steps to choose the best CRM

Learn what to look for in a CRM system.

Best Practices

Use these KPIs to optimize your customer service efforts

Learn which customer service KPIs we use to drive our company's success

Best Practices

The CRM process is flawed. Here is why.

Find out how to gain more insights and deliver better experiences with a unified

Best Practices | Marketing | Sales

How marketers can work more effectively with sales

Here are a few ways marketers can work with sales teams to achieve better

Best Practices | Service & Support

Customer service + success: designed to drive exceptional experiences

Differentiating yourself from the competition with customer service.

Service & Support

4 tips for creating a customer-centric experience

How can you push your organization to become more customer-centric?

Service & Support

4 customer service challenges

We discuss some challenging situations in customer service and how to overcome them.

Best Practices

5 customer service skills to build relationships

Learn the skills needed to enhance customer service and lead to strong customer relationships.

Sales

5 key CRM integrations in 2021

Let's explore why you need CRM integrations & which ones are this year's must-haves.

Business & tech

What to consider when switching to long-term remote work

Best practices for keeping work meaningful & teams connected

Customer

What is ‘time-to-value’ and why is it important for customer success?

Learn different types of type to value and how to optimize it for your

Customer

Level up your strategy by listening to the voice of the customer

How can you use voice of the customer to improve your customer experience?

Customer

How to use workflow automation in customer service

Get five quick tips on using workflow automation to improve customer service.

Marketing

How to do a competitive market analysis

Here are a few tips and a template to do competitive marketing analysis.

Business & tech

4 ways a unified CRM simplifies life for your remote teams

Here’s why adopting a unified CRM can be a smart choice for remote teams.

Business & tech

How to audit your business technology

Tips and best practices to perform a tech audit

Sales

How does sales qualification work?

Learn about sales qualification, why it’s important, and how to qualify leads.

Marketing

Why you should align marketing and customer success teams

The guide to building marketing and customer success alignment

Business & tech

Reconnecting with customers in a post-pandemic world

How to reset your strategy when it comes to everyone you depend on.

Marketing

How to become a better marketing project manager

Tips for marketing project management.

Marketing

How to choose the right project management tool

A quick guide on choosing project management tools for your marketing team.

Marketing

How to plan and manage projects

An introduction to project management

Sales

How to future-proof your sales process & avoid failure

Sales management tips from Insightly VP of Sales Mark Ripley

Sales

5 steps to build a sales process that mirrors the buyer journey

Tips & best practices for improving your sales process

Sales

What is a CRM sales process? Why is it important?

In conversation with Insightly VP of Sales Mark Ripley

Business & tech

How voice search is transforming the user interface

A quick look at how voice search and technology is changing the user interface.

Business & tech

40 tips for remote work

Here's how to stay productive & keep a work-life balance while working remotely

Customer

What is customer churn rate? 5 tips to lower it

Get the tips & start improving your customer retention rate

Business & tech

What is a value proposition? Definition + examples

Learn how to write a value proposition.

Business & tech

Top CRM trends for 2021

Use these CRM trends to meet changing business needs & gain a competitive edge

Data & Reporting

What is a customer data platform?

Learn the basics, benefits, & uses of a customer data platform

Customer

5 ways to deliver the best customer service

Tips on becoming a customer-centric company

Marketing

How to measure marketing ROI

Learn how to calculate marketing return on investment for the short & long term.

Customer

What is customer service?

Learn the basics & get tips on providing a stellar customer service.

Marketing

What is brand awareness?

Get the definition of brand awareness & tips on building a brand strategy.

Business & tech

How to build products you want to use & people want to buy

Insightly CEO Anthony Smith shares product development tips for entrepreneurs

Marketing

How to build an attribution model for your business

Learn how to make your marketing campaigns laser-focused & close more sales

Business & tech

How to scale up as your customers grow

Insightly CEO Anthony Smith shares 3 guiding principles to help scale business

Marketing

What is multivariate testing? When & why you should use it

Get the tips & learn how multivariate testing is different from A/B testing

Marketing

A/B testing: How to identify the most effective marketing tactics

Learn the basics & benefits of A/B testing

Business & tech

Why your CRM should serve your whole organization, not just sales

Top 5 reasons you need a unified CRM to build lasting customer relationships

Marketing

How to launch an integrated campaign

Here are key seven steps to running successful integrated campaigns

Business & tech

Marketing’s role in building a customer-centric company

Insightly CEO on how leadership, technology & strategy shape marketing today

Marketing

What is an integrated campaign?

Best practices for planning & running an integrated B2B campaign

Customer

Customer success: How to launch & manage your CS program

Insights & best practices to help you run an effective customer success program

Business & tech

How to calculate CRM costs

Find out how much you can save by switching CRMs

Customer

Customer success program prep: a six-point checklist

Use the checklist to get organized & stay focused as you launch a CS

Business & tech

How to ensure a smooth transition to a new CRM

Use this quick guide to switch CRMs & succeed with your new system

Marketing

New: easily plan, create, test, & track marketing campaigns

Introducing new Insightly Marketing features in Q3 2020 product release

Sales

New: UI & productivity improvements across all Insightly apps

Get more details from the Q3 2020 Insightly product release

Business & tech

6 books that helped me as an entrepreneur

Insightly CEO Anthony Smith shares a few must-reads for entrepreneurs in 2020

Sales

6 workflow automation best practices to streamline sales pipeline

See how workflow automation can empower your sales reps to close more deals.

Data & Reporting

4 questions to help you ensure your mobile CRM’s security

Insightly CMO Tony Kavanagh shares insights on evaluating mobile CRM security

Business & tech

How to eliminate the need for costly CRM consultants

Here are five tips to help you get rid of CRM consulting fees

Customer

3 reasons your legacy CRM is slowing down growth

Get tips on how to use CRM technology to course correct & accelerate growth

Sales

4 questions to ask when evaluating CRMs for a midsize business

Asking the right questions will help you to find the right CRM for your

Sales

Tips for digital transformation in B2B sales

Prepare for a successful transition from analog to digital sales processes

Sales

4 common CRM assumptions & how to tackle them

Learn how to use data & real-world evidence to make objective CRM decisions

Sales

Traditional vs. predictive lead scoring

Which one should you use in your business?

Sales

Switching CRMs vs. staying put

Learn how to use data to make the right CRM decision

Best Practices

5 trends impacting customer engagement

Tips to adapt your customer engagement strategy to current trends

Product News

Why companies switch to Insightly CRM

Based on a recent customer survey

Sales

Restarting the customer journey

Insightly CMO Tony Kavanagh on how to reset your customer journey

Marketing

7 lead scoring best practices to improve your conversion rate

Learn how to improve sales outreach & boost conversion rates with lead scoring

Business & tech

How to approach digital transformation in the new normal

Insightly CEO Anthony Smith on digital transformation in 3 key business areas

Business & tech

What is workflow automation in CRM?

Learn the basics & benefits of workflow automation

Business & tech

From recession to growth: a historical perspective

What can we learn from Netflix & Hewlett-Packard?

Sales

How to find the right decision-makers for B2B sales outreach

Here are a few tips & best practices

Marketing

Content strategy: writing for people or algorithms?

Get the tips on content strategy, including SEO & audience targeting

Business & tech

Does your business need both CRM & marketing automation?

Learn how to maximize the value of your sales & marketing tech stack

Customer

Reevaluating & rebounding

Insightly CMO Tony Kavanagh on preparing for post-pandemic business environment

Marketing

How to use buyer enablement to win more customers

Gartner insights & tips on developing effective buyer enablement content

Sales

How to calculate and forecast your CRM ROI in 2022

Here are 3 things to consider when measuring the ROI of CRM

Sales

Go beyond features when comparing CRM vendors

Here are a few tips to help you evaluate CRMs

Customer

How to improve customer experiences using data analytics

Here are 8 ways to get you started

Marketing

How to use lead scoring to make faster sales

Learn how to set up lead scoring for your business

Sales

7 downsides of running a business without a CRM

CRM or no CRM? What are the costs of operating a business without a

Customer

5 rules for customer engagement in challenging times

Insightly CMO Tony Kavanagh shares his insights

Marketing

Lead generation vs. customer retention

Which is more important?

Sales

5 common CRM workarounds you should quit now

Learn why CRM workarounds are bad for business and how to avoid them

Marketing

How to implement local SEO

Learn local SEO basics & business benefits

Data & Reporting

What is data integrity? How to achieve it?

Here are five ways to ensure data integrity in your organization

Business & tech

Navigating uncertain times with the new ‘business as usual’

Insightly CEO Anthony Smith writes about leadership amid the Covid-19 crisis.

Sales

Should you build or buy CRM?

Let's take a look at common build vs buy a CRM questions and considerations.

Sales

How to use a CRM for business development

Explore use cases for a business development CRM

Sales

Selling while sheltering: how to manage sales & engage customers

Insightly VP of Sales Mark Ripley shares a few best practices

Business & tech

Tips on introducing artificial intelligence in your business

Get a brief AI overview & implementation tips from Insightly CEO Anthony Smith

Business & tech

How to increase transparency in business with a unified CRM

Let's explore how a CRM & other key factors impact transparency in business

Marketing

7 Ways to Adapt your Marketing Efforts During a Crisis

Marketing through a crisis is tough. Here are tips to help you adapt.

Data & Reporting

Customer data: everything you need to know

Let's take a deeper look at different types of customer data & how to

Marketing

12 tips to generate qualified leads from a sales webinar

Here's how to strategically plan, execute, and follow up on your webinars.

Sales

CRM Requirements: Assess your needs with a CRM checklist

Best practices & a checklist for a CRM assessment

Business & tech

How to manage customer input in product development

Here are five key insights from Insightly CEO Anthony Smith

Data & Reporting

How to fix bad CRM data

Bad data happens to good teams. Learn how to keep your CRM data clean

Customer

Top 10 benefits of a unified CRM

Here's our list along with tips on selecting a unified CRM for your business.

Sales

How to use CRM to manage remote work & keep up the sales pace

Tips to keep your team accountable, motivated, & productive

Business & tech

4 steps to building a unified business approach in 2020

How to foster a data-driven culture & collaboration to align business around your customer

Data & Reporting

How to organize customer data in a CRM

Here are a few CRM best practices for customer data management

Customer

7 ways to adapt to shifting customer expectations

How to better manage customer expectations & stay competitive in the digital era

Marketing

From personalized to humanized marketing

How is humanized marketing different from personalization? How do you humanize a brand?

Sales

How to set up a lead disposition process

Tips to get you started

Customer

3 ways a CRM success plan can help you maximize ROI

How a success plan ensures faster CRM user adoption, ongoing improvement, & more

Sales

Tips on finding sales-ready leads & planning marketing campaigns

Learn how to use marketing automation to grow revenue

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