Delight customers and achieve your goals while saving up to 30% off the entire Insightly platform.
Best value– save up to 30%
Keep a finger on the pulse of your business with the right CRM. Go deep or stay high-level and learn what questions to ask to effectively lead your go-to-market teams.
Make decisions based on what’s happening with your business in real time.
Generate recurring reports on the key metrics you need to steer the business and inform the board.
Stay in tune with deal size and deal velocity.
Assure all stakeholders of data safely with SOC2, SSO, 2FA, and HIPAA compliance.
Get a fully customizable solution without pricey consultants and admins draining your budget..
Laptop or phone – you always know the key metrics driving your business.
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“Ideas make you feel good, implementation makes you money – and that’s what Insightly’s enabled me to do.”
The CRM is the single source of truth for a business and is the central repository of all data. CEOs can log into the CRM and get a full picture of what is happening across the full spectrum of the business. However, without logging in, a CEO can simply view reports produced by the CRM that their executives supply on a daily, weekly or monthly basis. Insightly is simple and easy to use, so a busy CEO can be as hands-on with the system as they’d like.
A CEO wants to know that all departments and teams are moving in the same direction with the same goals. This is enhanced when all teams are using the same platform and data set. The Insightly platform, which includes Insightly CRM, Insightly Marketing, Insightly Service, and AppConnect, shares data. This means that users of any one app can see select information from the other apps. A CEO would not have to worry that reporting was inconsistent among teams because the data would all be from the same source.
Some businesses adopt the mantra that “if it isn’t in the CRM, it didn’t happen.” This means that they treat the CRM as the main source of information for the business. This can be particularly helpful for the CEO in that they know that every customer relationship for the business is housed in the same place. The CEO and the executive team can use this data to make better decisions about the direction and health of the business, where to allocate budgets, and other business-wide discussions.
A Chief Executive Officer (CEO) plays a crucial role in steering a company’s overall strategy and growth. CRM systems are powerful tools that CEOs leverage to drive the organization’s success by focusing on customer-centric business strategies, effective sales strategy, enhancing decision-making for executive decisions, and fostering sustainable growth. Here are eight ways the CEO could use a CRM: