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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What is a Modern CRM?

Does your CRM pass the modern CRM test?

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Business & tech

4 steps to building a unified business approach in 2020

How to foster a data-driven culture & collaboration to align business around your customer

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Customer

7 ways to adapt to shifting customer expectations

How to better manage customer expectations & stay competitive in the digital era

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Sales

The new B2B purchase process

Learn the six tasks or "jobs" modern B2B buyers go through, according to Gartner

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Marketing

From personalized to humanized marketing

How is humanized marketing different from personalization? How do you humanize a brand?

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Sales

Tips on finding sales-ready leads & planning marketing campaigns

Learn how to use marketing automation to grow revenue

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