The Insightly Blog
Explore CRM trends, best practices, and Insightly product news
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Insightly CRM introduces conversational AI Copilot built to transform mid‑market CRM efficiency
Insightly has launched its CRM Copilot, a generative AI‑powered assistant developed to make working
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The state of CRM: Choosing the right CRM to align teams
How go-to-market teams create a better customer experience with CRM.
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Marketing
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
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
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
How marketers can work more effectively with sales
Here are a few ways marketers can work with sales teams to achieve better
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