December 15, 2021 — San Francisco, CA — Today, Insightly, the innovator in customer relationship management (CRM), is unveiling how businesses can keep pace with the evolving customer journey in 2022. Insightly’s recent study asking over 450 business leaders to assess the top pain points for their sales and marketing operations showed that businesses are struggling to effectively manage the customer journey. These leaders identified 3 key challenges: lack of customer data transparency, difficulty in building and maintaining integrations, and their struggle with a rapidly-evolving toolset. A separate Insightly survey of 500 business decision makers found that more than 4 in 10 say sales and marketing teams only connect on occasion/when necessary and nearly one in 10 say they don’t connect at all.

“The COVID-19 pandemic has changed the way customers interact with companies, and as a result, the customer journey, which was undergoing a pre-pandemic transformation, is now evolving at a much faster rate,” said Anthony Smith, CEO of Insightly. “Businesses that want to build long-standing relationships with customers must ensure each touchpoint is fully integrated so that conversations are fruitful and connections are made. With Insightly’s unified approach, sales, marketing, project management and customer service are aligned to deliver a complete view of interactions across the entire buying experience to propel sales. In 2022, the customer journey revolution will take center stage for every department and every business.

To help companies address the changing customer landscape and other challenges, Insightly’s leadership team compiled its top tips to help businesses succeed in the New Year:

  1. According to David Osborne, Chief Sales Officer: Sales is a team sport and all aspects of the process – from marketing to sales, to post-sale – need to be unified in order to deliver a white glove customer experience. In 2022, businesses will need to ensure the commitment of all departments to deliver on its promises to the customer and provide personalized, relevant content.
  2. According to Chip House, Chief Marketing Officer: The relationship between the brand and customer, both B2B and B2C, has forever changed and as a result, the way businesses interact with them must follow suit. Customers want to know the personality behind the brand and forge a relationship. They want interactions to feel human, not transactional. In 2022, businesses should focus on thoughtful, authentic content and the integration of sales and marketing should be seamless at every touchpoint to ensure a consistent, holistic experience for the customer.
  3. According to Karl Laughton, President and Chief Operating Officer: With many companies forgoing office space and opting to go remote in 2022, a focus on team alignment will be critical. Businesses must ensure they are well poised to accommodate challenges that will undoubtedly arise in remote settings. Beyond dispersed teams and disparate business applications, customer expectations are now higher than they ever have been before. It’s easier for customers to share feedback about their experiences and discover alternative products and services if expectations are not met. Bottom line: a world-class customer experience is not possible unless every touch point and team in the customer journey is aligned.
  4. According to Elena Doudoukalova, SVP of People Operations: The Great Resignation is the number one issue for nearly every employer right now and brands must start thinking outside the box to differentiate themselves in this new norm of “hybrid” and “work from home” to keep and attract the best talent. In 2022, businesses should focus on new methods of employee morale so that everyone feels supported from an emotional standpoint – constant two-way communication and feedback will be at the core of it all.

This year, Insightly launched several major updates to its platform including Insightly Service, a customer service and support ticketing product that incorporates service with CRM, marketing and more and AppConnect, a powerful workflow automation application that allows users to easily integrate finance, IT, marketing, HR, and other business critical apps with the Insightly platform. With Insightly, companies have a more complete view of customer interactions across the entire buying experience to optimize touchpoints and drive revenue – for more information, visit

About Insightly
Insightly leads customer relationship management (CRM) innovation for growing businesses by connecting sales, marketing and delivery in one secure and easy-to-use platform. With Insightly’s unified CRM platform, businesses can align teams around the customer journey and make data-driven decisions. Trusted by more than a million users around the world, Insightly is empowering businesses to compete in the digital age and grow revenues faster. For more information visit