Best Practices5 Essential CRM Reports (Plus 6 More You Probably Need)Explore powerful reports to help your business grow. 28 Aug 2023 Share Best PracticesSteal Our Proven CRM Evaluation Checklist: 13 Criteria to Consider, Questions to Ask, & MoreLearn what to look for…checklist included! 31 Jul 2023 Share Best PracticesGrab the CRM Audit Checklist we use with CustomersEverything you need to perform a CRM audit 20 Jun 2023 Share Best PracticesCRM Benchmarks: How to Assess Your CRM PerformanceSet your CRM benchmarks with this handy guide. 31 May 2023 Share Best PracticesCRM dashboards: the best way to get most out of your dataSee what’s working at a glance with CRM dashboards. Set yours up with this guide. 21 Dec 2022 Share Best PracticesThe true cost of a CRMMost CRMs cost way more than advertised at face-value. Learn how to determine exactly how much you’ll spend when all is said and done. 29 Jan 2022 Share MarketingHow to measure marketing ROILearn how to calculate marketing return on investment for the short & long term. 05 Feb 2021 Share MarketingHow to build an attribution model for your businessLearn how to make your marketing campaigns laser-focused & close more sales 19 Jan 2021 Share MarketingWhat is multivariate testing? When & why you should use itGet the tips & learn how multivariate testing is different from A/B testing 02 Dec 2020 Share Business & techHow to eliminate the need for costly CRM consultantsHere are five tips to help you get rid of CRM consulting fees 10 Sep 2020 Share Experience the Insightly platform for yourself Request a demo