The Insightly Blog
Explore CRM trends, best practices, and Insightly product news
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How to integrate your CRM and project management systems (2026)
Connecting your CRM and project management system gives you a way to carry those
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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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Sales
How to future-proof your sales process & avoid failure
Sales management tips from Insightly VP of Sales Mark Ripley
Sales
5 steps to build a sales process that mirrors the buyer journey
Tips & best practices for improving your sales process
Sales
What is a CRM sales process? Why is it important?
In conversation with Insightly VP of Sales Mark Ripley
Business & tech
How voice search is transforming the user interface
A quick look at how voice search and technology is changing the user interface.
Business & tech
40 tips for remote work
Here's how to stay productive & keep a work-life balance while working remotely
Customer
What is customer churn rate? 5 tips to lower it
Get the tips & start improving your customer retention rate
Business & tech
What is a value proposition? Definition + examples
Learn how to write a value proposition.
Data & Reporting
3 ways to use CRM data in building customer journeys
Get essential tips on customer journey mapping
Data & Reporting
What is a customer data platform?
Learn the basics, benefits, & uses of a customer data platform
Marketing
How to measure marketing ROI
Learn how to calculate marketing return on investment for the short & long term.
Customer
What is customer service?
Learn the basics & get tips on providing a stellar customer service.
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