Why Closed-Won is Just the Beginning of Business

Closing a big deal can be very satisfying.  It’s dinner and drinks all around when the stage of the deal is changed to 100% (closed=won). The hard work you’ve invested in prospecting, follow up, proposals, and negotiation have culminated in this highly anticipated moment. Time to sit back and relax, right? Wrong! In fact, for… Read More

Exceptional Service Management: 5 Skills for Strong Customer Connections

You’re invited to join us on Thursday, May 23rd from 8 – 9 AM PT, for “Managing for Exceptional Service: 5 Skills Your Team Needs Now to Create Strong Customer Connections”. This Insightly Insider Discussion series will be hosted by Marilyn Suttle and Lori Jo Vest, Customer Service Experts and co-authors of “Who’s your Gladys” and “Taming Gladys”…. Read More

How to Convert Insightly into a Lead Gathering Machine

Your marketing efforts are really starting to pay off. You’re a lead gathering machine. Each passing week brings in a record-setting lead volume, far exceeding your own expectations. Best of all, there’s not one particular lead source that is overly dominant. Everything you’re doing seems to be working, and that includes organic web search, paid… Read More

Why HBO’s Pied Piper Needed a CRM for Startups

HBO’s hit show Silicon Valley is a biting mockery, a satirical exaggeration of the very worst of everything about America’s entrepreneurial hotbed. But, it’s also a tale of everything that can, and often does, go wrong with a great idea when launching a start-up without a CRM. In the last season, we watched as Richard… Read More

10 Most Important CRM Reports & How to Use Them

With Insightly, you have nine core Legacy reports built into the platform to make managing your business easier. A few clicks and you’ll have a graph with the information you need. If the Legacy reports don’t provide enough information or are not specific enough to your business needs, you can create custom reports to meet all your needs.

Save Time & Increase Productivity with Workflow Automation

    There’s just never enough time in the day! From busy sales reps who are constantly trying to follow up with leads to project managers who are juggling multiple deadlines, we’re all familiar with this saying. We’d like to challenge you to think less about needing more time, and more about being efficient with the time… Read More

Turning Your Contact Management System Into A True CRM System

There’s a difference between high school and college, just like there’s a difference between the minor leagues and major leagues in baseball. Both represent a whole other level of performance. A high school diploma is good, but a college degree opens many more doors.