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