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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Best Practices

Find the right CRM Strategy for your Industry

A cheat sheet to making a CRM strategy by industry.

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Best Practices

Why your CRM configuration is vital

Configure your CRM the right way to maximize ROI.

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Marketing

Navigating the CRM Customer Journey: From Mapping to Marketing

Explore and understand your customer journeys.

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Data & Reporting

Make smarter decisions using business intelligence

How to use business intelligence metrics.

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Marketing

A 5-minute guide to drip campaign marketing

A review of drip campaigns and how they benefit a business.

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Best Practices

What is a sales blitz campaign? 

A sales blitz can deliver leads...and team unity.

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Sales

What is lead disposition?

Learn the basics and benefits of proper lead disposition.

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Customer

Cost Of CRM: Get the details here

Initial and ongoing costs of CRM need to be considered. Learn more.

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Best Practices

Improve Sales Pipeline Management with your CRM

Explore the essential tools and reports to win at pipeline management.

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Marketing

What is an Ideal Customer Profile (ICP) and why do you need one?

How to use an ideal customer profile to improve & optimize your B2B marketing.

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