CRM Blog Posts
5 CRM Best Practices for Insightly (Part 1)
This is part 1 of a 2 part blog series. Part 1 provides a technical overview of backup, security and support CRM best practices. Part 2 will provide you with guidance on managing duplicate records and bring best practices together with a worksheet to help implement processes in Insightly CRM. Data integrity is key to ... Read More
10 Outside-the-Box Ways to Use Project Pipelines
When you think of the word “pipeline,” what comes to mind? If you’re like most business owners, you probably think of the sales process. Leads, opportunities, and new customers are all top of mind. Although sales pipelines are vital to any company, a “project pipeline” can be equally useful from an operations standpoint. If you’ve ... Read More
8 CRM Features You Might Not Be Using
We all love Insightly. That’s a given. And, for sales-driven companies like yours, Insightly’s CRM features can be a real lifesaver. Contact management, opportunity tracking, and your Insightly mailbox help you close more deals with less effort. Though you’re already getting value from Insightly, you might be missing out on some lesser-known features. In this ... Read More
6 Questions to Ask Yourself Before Delegating Work at the Office
A project management tool, such as Insightly, can certainly make the delegating work at the office process much easier. Of course, that statement depends on your team’s approach to using the software. No matter how amazing a tool might be, “garbage in” almost always results in “garbage out.” With this in mind, it’s usually a ... Read More
Why Baseball and Sales Have a Lot in Common
“No thanks, we’ve decided to stick with our current vendor.” Such words are never easy for a sales rep to hear. Despite your hours of preparation, proposals, and in-person meetings, the prospect decided your solution wasn’t the right fit. Was it something you said? Could you have done something differently? How did you not see ... Read More
The best of Insightly just got better
New and long-time Insightly users to the customer relationship management platform, recently experienced the latest version of Insightly’s CRM.  From the introduction of visual Kanban drag-and-drop boards to customized list views, customers rave about a variety of product UI and enhancements. Learn more about Insightly’s CRM by attending our upcoming CEO-lead webinar on Wednesday, November ... Read More
Dreamforce 2017 Eat & Drink Guide
Convention center concessions never win Michelin stars for their wallet extortion beer, shrink-wrapped limp lettuce sub sandwiches, blowfish-puffed chip bags, and hockey puck cookies.  Dreamforce may boast best-in-class swag, but you can’t chew on stress balls, chapstick or organic cotton socks. Don’t hold your caffeine fix hostage to metallic coffee carafes at break-out sessions. Rebel ... Read More
Why Insightly is Like Having Your Own Business Intelligence Internet
The web fuels your company with the timely information and business intelligence you need to stay competitive. When are our estimated quarterly taxes due this year? How will the new privacy regulations affect how we interact with customers? Which software is the best fit for our exact needs and budget? In which social media groups ... Read More
6 Signs It’s Time to Switch from Spreadsheets to a CRM
Your business is doing well. Sales are up and clients seem happy. In the back of your mind, however, something has been bothering you lately. It’s your sales process. Since opening your doors, you’ve always relied on spreadsheets for managing the pipeline. Leads in one spreadsheet, customers in another. You even have spreadsheets to track ... Read More
Putting the Relationship Back into CRM
Find out what enterprises can do to go beyond sales force automation to create profitable and sustainable relationships. Since its inception in the late 90’s, the proponents of Customer Relationship Management (CRM), and its community, have been promising a new nirvana of customer centricity. They have been working hard to build software platforms and social ... Read More