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Client demands. New business acquisition. Rising costs. These are just a few of the many reasons why running a consulting firm is challenging. The industry is constantly evolving with technology and new players. With your team of employees working independently in their roles, it’s highly important for your consulting firm to have a feature-rich application that is the single source of truth for the firm. That application is often a customer relationship management system (CRM).
You’re convinced…you know you need a CRM for your consulting firm, the question is, which CRM should you select? Salesforce and Insightly are both popular CRM platforms that cater to a wide range of industries, including consulting firms. In fact, you may find one or both of these CRMs at work in the companies you are consulting for, so it pays to be familiar with both.
These platforms offer features and functions designed to automate workflows and repetitive tasks, manage customer relationships, and create efficiencies. In the context of consulting firms, let’s compare Salesforce and Insightly across various key features and functions. Keep in mind that Salesforce is considered a legacy CRM whereas Insightly is a modern CRM, so many of these comparisons will be conducted with that fact in mind. In fact, you may be a part of the platform’s partner program to sell it to your customer base.
Here is an example of a consulting firm that has relied on Insightly to fit their needs: Insightly Customer Testimonial – Sullivan & Stanley
The choice between Salesforce and Insightly as a CRM for consulting firms of all sizes depends on factors such as the size of the firm, your customization needs, budget, and the number of integrations you’ll need to operate your business. Salesforce is costly, but with its scalability and extensive enterprise features, it could be a good fit for global firms with multiple locations and complex workflows. Insightly is a modern, affordable CRM that is an attractive option for consulting businesses of all sizes looking for a CRM that offers good value to grow.