Insightly makes it easier for Sharp & Company to track relationships and proposals. Sharp & Company, Inc. is a full-service communications and public engagement firm. Founded in 1982, the company specializes in transportation-related projects and offers a unique blend of outreach, branding, marketing, creative, and media services. With an ever-growing client base, Sharp & Company needed a better approach to relationship management. “Relationships are everything in the public sector,” said Susan Sharp, Founding Partner & President at Sharp & Company. “Prior to discovering Insightly, we didn’t have a reliable way to internally share and track client relationships.” challenge Sharp & Company needed an all-in-one contact and opportunity management system that could deliver a 360-degree view of each relationship. solution Insightly simplifies the relationship management process and provides additional clarity into the company’s proposal pipeline. outcome With Insightly, Sharp & Company enjoys greater transparency, enhanced collaboration, and a more scalable marketing process. Susan Sharp Founding Partner & President Centralized contact management Streamlined contact management was the first byproduct of implementing Insightly. “Insightly allows everyone to efficiently share resources across the company,” Sharp said. “We use Insightly has systematized our marketing process. Insightly as our primary company directory. It’s now the go-to source for contact information, prime contractor referrals, vendor details, and mailing lists.” Sharp & Company relies on the ability to add new contacts and correspondence from their Outlook inboxes via Insightly. “Everyone loves Insightly’s integration with Outlook,” Sharp said. “It makes us more productive.” Insightly’s relationship linking feature has also proven useful. “In our industry, it’s common for individuals to jump between the public and private sector,” Sharp said. “Insightly helps us track working relationships in the context of former and present employers.” Pipeline visibility Insightly has also made a positive impact on the company’s overall marketing process. “We currently have 47 proposals in the sales pipeline,” Sharp said. “Insightly provides a scalable solution for managing our proposals.” Sharp & Company has worked closely with Insightly’s Customer Success team to build a custom-tailored pipeline for its proposals. “Opportunity stages tell us where each proposal is at in the pipeline.” Intuitive & process-oriented Choosing a CRM for agencies and a creating a CRM strategy for agencies has helped the agency make huge gains. Moving forward, Sharp & Company plans to further capitalize on its use of Insightly CRM. “We were a small company that grew very rapidly, so we needed a system that facilitated the creation of internal processes,” Sharp said. “Insightly has done exactly that and will continue to do so in the future.” View All Customer Stories
