Help your sales team become more productive by identifying high-quality leads.  Lead scoring and grading are invaluable tools in a marketer’s approach to customer acquisition and conversion. These features are a way to systematically evaluate and rank leads based on the likelihood of converting to customers. Through a better understanding of lead quality, marketers can […]

Enhance engagement and build lasting relationships Level up your marketing automation by creating personalized, informative, and data-driven customer journeys. Send emails, assign to lists, tag prospects, and more based on prospect behavior throughout a journey.  Easily create end-to-end customer journeys Effective journeys can drive a multitude of efforts across your business. From onboarding and lead […]

Strategic Segmentation: Elevating Your Marketing Effectiveness Having a marketing automation tool in place is a great first step to boosting your marketing efforts. Dynamic list segmentation is a powerful feature of your platform since it helps you create targeted marketing campaigns that can play a pivotal role in elevating overall results. Segmentation of marketing lists  […]

Email marketing testing: Table stakes in growing your business So, what exactly is A/B and multivariate testing? A/B and multivariate testing are used to validate how emails are performing; that is to say, which email template and design drives better user engagement. The goal is to consistently improve the user experience on an ongoing basis […]

Create interactive, real-time visualizations in minutes  Is there anything more important than understanding how your business is performing? With Insightly Marketing, you can create reports and dashboards based on your campaigns so you can make good decisions about your marketing activities.  Because Insightly is built on a single platform, the look, feel, and functionality of […]

Help buyers through a journey with landing pages and forms  Landing pages are a powerful tool in helping marketing teams achieve short-term goals that may be focused on periodic events like a trade show or webinar. Designed specifically for one target audience, landing pages give you the best chance to convert click-throughs into customers. Even […]

Email marketing is powerful and cost-effective Email marketing is a low-cost, highly effective way to cultivate relationships and engage with prospects.  The right email marketing tool in your marketing automation platform makes this super efficient, giving you the power to send beautifully designed messages that reflect your brand, all with just a few clicks. While […]

Streamline processes, reduce manual tasks, and enhance your efficiency So what exactly is workflow automation?  It’s a function in Insightly CRM that allows you to automate notifications, tasks, and triggers, update fields and objects, and fire integrations using the data you already have in Insightly — and do it quickly and easily at scale.  Workflow […]

Increase sales with lead and pipeline management  Sales pipeline and lead management are essential components of any CRM. The sales pipeline is a visual representation of the stages a potential sale goes through, from initial contact to when the deal is closed by the sales representative. Lead management involves tracking and nurturing potential customers (leads) […]

Create visibility through your entire sales process Managing leads and opportunities is one of the primary reasons to use a CRM. Companies track every single interaction with business leads and create accountability around driving those leads through the opportunity management process to a successful sale.  Lead management is a crucial process for businesses to convert […]

Optimize data permissions, data format, and data compliance Validation rules and advanced permissions in Insightly CRM play pivotal roles in enhancing data integrity and ensuring the capture of high-quality information. By implementing robust validation rules, businesses can safeguard against inaccuracies and inconsistencies in critical fields and objects. This proactive approach not only preserves data integrity […]

Close more deals faster—all within your CRM As your business grows, giving your sales team the tools they need to succeed becomes increasingly important. The right CRM is the key to streamlined sales processes, reducing errors, and enhancing overall efficiency. Insightly’s Products, Price Books, & Quotes features allow your team to create an easy-to-access and […]

You’ve won the deal. Now deliver with precision. Elevate your team’s productivity with Insightly’s powerful project and task management features. Your project delivery teams have access to the same powerful features and functions that help you win deals. Use Insightly’s project management features to solve common challenges like scattered communication and task disorganization with the […]

Stay connected with efficient email tools  If you ask salespeople what tools they use most often, you’ll likely hear CRM and email client as the answers. Email is the top communication method today and isn’t likely to get unseated any time soon. With a mix of precision and personalization, salespeople can leverage the power of […]

Create interactive, real-time visualizations in minutes  Is there anything more important than understanding how your business is performing? With Insightly CRM, you can create reports and dashboards from the data in Insightly so you can make decisions based on what’s happening with your business in real-time.   Insightly reports and dashboards are great tools to get […]

Your business is unique…your CRM should reflect that Some businesses use a generic CRM and make their business fit into it. Why? Because in legacy CRMs, customizations can be complex, costly, and difficult to maintain. Insightly is a modern CRM. That means customizations are easy. Once you experience a platform that’s customized to your business, […]