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A great CRM doesn’t have to cost a fortune
With thousands of people relying on your organization, you need a reliable single source of truth.
You also want to see ROI, though, and platforms like Salesforce and MS Dynamics are incredibly expensive to implement and run.
Do you really want a team of 10 people just to operate your CRM? And how is it possible to see ROI with that level of resource investment?
A powerful CRM, plus add-on apps to go-to-market
Give your marketing team a powerful marketing automation tool to create and send great-looking emails, attract website visitors, convert them to prospects, and optimize spend.
Create a single source of truth for your business. Use Insightly CRM to streamline sales processes, improve profitability, and create long-term customer relationships. As a modern CRM, Insightly is powerful enough to run your enterprise while still being customizable and intuitive.
Empower your customer service teams with an intuitive tool. Insightly Service is a service and support platform to manage customer service ticketing. It ensures your team has relevant conversations that drive customer satisfaction and revenue growth.
Insightly keeps all of our consultants in the loop and fosters an increased spirit of collaboration. Each consultant uses the system to track his or her client interactions, delivering a 360-degree view of the organization’s services and opportunities.
We’re using Insightly workflows to create a more systematic pipeline. Our sales management team is prompted to review and convert qualified leads. This approach provides management with necessary oversight while empowering our sales reps.
We work with a lot of different people and companies. Insightly lets us link our records together, offering a 360-degree view of each relationship.
Align your teams and processes around a single source of truth, get rid of silos and time-wasting activities, and close deals faster. Customize views and workflows based on your unique business needs and user preferences, securely connect all your tools, and create custom real-time data dashboards.
You’ve got apps for accounting, HR, communication, and more. Insightly AppConnect keeps everything integrated.
With AppConnect there’s no need to copy and paste data between apps, upload CSVs, or to write complex code—all of your apps are just…connected.
With just a couple of clicks your business data transfers between apps automatically making it a breeze to run repetitive business tasks.
Insightly can connect to hundreds of the apps you use every day like Accounting systems, ERP systems, HR systems, Helpdesk and IT systems, databases, calendars, and collaboration and chat tools. There are more than 500 different app connectors in AppConnect ready to go today and new ones are added every week.
We use Insightly to run Insightly, so we make sure your data is as secure and safe as our own. We work with customers every day to make sure that their data security requirements are met and exceeded.
Does your CRM pass the modern CRM test?
How go-to-market teams create a better customer experience with CRM.
We drink our own champagne…see the details!
You have a large and growing enterprise, so your technology decisions are important. Maybe you’re well on your way to digital transformation, or possibly you’re running behind and still need to upgrade your back office systems. Possibly you’re beginning to add cloud or mobile-enabled tools, or APIs. No matter the current state of your tech stack, you need to ensure you have an in-depth understanding of the key technologies needed.
You want to elevate your customers’ experience with your brand, so choosing the right customer relationship management (CRM) system that is appropriate for your company is a critical decision. The right CRM will provide the centralized platform to store your customer information and manage every interaction across your customer journey.
Below, you’ll learn what you need to know to select the right CRM for your enterprise, and why Insightly’s modern, scalable platform is a great choice for your organization as it continues to scale.
A customer relationship management (CRM) system is a must-have for any enterprise looking to improve their customer experience and drive business growth. By using a CRM, enterprises can track and optimize relationships with existing customers, and route/prioritize leads for sales teams to follow up on. This can help businesses to streamline their processes and automate repetitive tasks, freeing up valuable time for teams to focus on more strategic initiatives.
With a CRM in place, enterprises can also use sales analytics to forecast revenue, giving them an accurate picture of what’s to come and enabling them to make informed decisions. Additionally, a CRM can be integrated with other systems, such as marketing automation and customer service platforms, to provide a complete view of the customer journey.
In short, a CRM designed for enterprises provides a centralized platform to manage customer data, streamline sales processes, and forecast revenue, which can help businesses to make the most of their customer interactions and drive growth.
When choosing a CRM for your enterprise, it’s important to consider which features are essential for your business. Key features to look for include lead management, opportunity management, workflow automation, sales analytics for forecasting, and dashboards/reporting. Mobile access is also becoming increasingly important, allowing sales teams to work on the go and respond to customer needs in real-time.
Integration capabilities are also a must, enabling your CRM to connect with other systems you already use, such as marketing automation, accounting, ERP, and customer service platforms. This creates a single source of truth for all customer data, reducing manual data entry and ensuring that everyone in your organization has access to the most up-to-date information.
The key features and capabilities that are important for an enterprise CRM include:
Lead and opportunity management: This feature enables organizations to manage and track leads and sales opportunities, and to convert them into customers.
Contact and account management: This feature allows organizations to store and manage customer contact information, and to track customer interactions, activities, and history.
Sales forecasting: This feature provides organizations with the ability to forecast future sales based on historical data and current trends.
Marketing automation: This feature, typically available in a companion platform to CRM, enables organizations to automate repetitive marketing tasks and to create targeted marketing campaigns based on customer data and behavior.
Analytics and reporting: This feature provides organizations with insights into customer behavior and business performance, and enables them to make data-driven decisions.
Customer service and support: This feature enables organizations to manage customer service inquiries and to track and resolve customer support issues.
Integration with other systems: This feature allows organizations to integrate the CRM system with other business systems, such as accounting, supply chain management, and e-commerce platforms, to ensure seamless data flow and information sharing.
Mobile access: This feature allows employees to access customer data and perform CRM tasks from any location, using their mobile devices.
Customization and configurability: This feature enables organizations to customize the CRM system to meet their specific business needs and processes.
Data security and privacy: This feature ensures that customer data is secure and protected, and that privacy regulations are adhered to.
Having a CRM system in place is only the first step, it’s equally important to consider how it integrates with other systems you already use. By choosing a CRM platform, your enterprise can align teams and share a database, making it easier to communicate and collaborate across departments. Additionally, having a single platform can reduce the number of vendors you need to work with, saving you time and reducing fees.
The best CRM for a large business will depend on the specific needs and goals of that business. However, there are a few characteristics that can help you determine what the best CRM is for your enterprise. For example, a CRM with robust sales analytics, customizable dashboards, and integration capabilities will help a large business to streamline sales processes, forecast revenue, and get a complete view of the customer journey.
It’s also worth considering whether you need a CRM that’s specifically designed for large businesses or whether a CRM designed for small businesses will suffice. Ultimately, the best CRM for your business will depend on your specific requirements, so it’s important to do your research and compare different options before making a decision.
There are many CRMs available on the market, making it difficult to know which one is right for your enterprise. Some of the most popular CRMs for enterprises include Insightly, Salesforce, SAP CRM, Oracle CRM, Freshworks CRM, Zoho CRM, HubSpot, and Monday CRM.
Salesforce is one of the most widely used enterprise CRMs on the market, partly because of its size and longevity in the market. They offer a range of features including lead management, opportunity management, and workflow automation. The company is known for its robust sales analytics and reporting, as well as its integration capabilities, making it a common choice for businesses looking for sales force automation.
Zoho CRM is a CRM that’s most known for its focus on smaller businesses, but it also is chosen by some enterprises for its comprehensive sales analytics and customizable dashboards. It offers a range of features including lead management, opportunity management, and workflow automation, making it a popular choice for businesses looking for a complete view of their sales pipeline.
HubSpot is a CRM that’s designed for small businesses and growing enterprises. It’s most known for its marketing automation, and customer service features, as well as its integration capabilities. HubSpot offers a wide range of tools, including email marketing, sales enablement, customer service, and more, all in one platform. It also offers a usable interface, integrations, robust dashboards, and customer support.
Monday CRM is a cloud-based CRM that’s designed for small businesses and freelancers. It’s known for its project management and friendly interface, but also offers opportunity management, and contact management features.
Sugar is mid-market and enterprise CRM that’s known for its robust sales analytics, customizable dashboards, and workflow automation features. Many large businesses looking for a complete view of their sales pipeline and customer journey have adopted it.
Microsoft Dynamics 365 is a cloud-based CRM that’s designed for businesses of all sizes. It’s known for its robust sales analytics, lead management, and opportunity management features, as well as its integration capabilities with other Microsoft products.
Freshworks CRM is a cloud-based CRM that’s designed for small businesses and growing enterprises. It’s known for its user-friendly interface and its lead management, opportunity management, and contact management features.
Insightly is a modern, scalable CRM that’s designed for fast-growing businesses of all sizes, and many enterprises adopt it because it is easy to adopt, and it has unique benefits and powerful capabilities at an affordable price. It offers a range of features including lead management, opportunity management, dashboards, and contact management. Insightly’s all-in-one platform allows enterprises to include marketing automation, sales automation, customer service, project management, and more, all in a single platform. This makes it easier for enterprises to manage their customer relationships and interactions, as well as to get a comprehensive view of their customers.
Many enterprises choose Insightly over other CRM platforms for several reasons. First, Insightly is a cloud-based solution that’s designed to be easy to use and affordable, making it accessible to enterprises of all sizes. It offers a comprehensive set of features, including lead management, opportunity management, and contact management, that can help businesses keep track of their sales leads, customer interactions, and customer data in one place.
Additionally, Insightly integrates with other popular business tools like Google Apps, Microsoft Office, popular ERP systems, as well as over 500 applications via the Insightly AppConnect low-code/no-code integration product. This allows enterprises to easily integrate their existing systems with their CRM. This can help enterprises streamline their processes and work more efficiently.
Insightly also provides a mobile app for both iOS and Android, so sales reps can access their CRM data on the go. This is especially important for enterprises that have sales teams in the field or that need to work remotely. With the mobile app, sales reps can keep track of their sales leads and customer interactions while they’re out of the office.
Furthermore, Insightly provides robust reporting and analytics features, so enterprises can get a complete view of their sales pipeline and customer journey. This can help enterprises make more informed decisions and forecast their revenue more accurately.
Finally, Insightly offers a range of customization options, so enterprises can tailor the CRM to their specific needs and requirements. This can help enterprises ensure that their CRM solution is aligned with their business goals and processes. Also, Insightly does this at a much lower Total Cost of Ownership (TCO) than many other CRMs. For example, most companies save at least 50% on the total cost of software and services when adopting Insightly vs. Salesforce.
Overall, Insightly offers a flexible, user-friendly, and affordable CRM solution that’s well-suited for enterprises of all sizes looking to grow further and streamline their sales processes.
Get started with a free trial of Insightly CRM today, a demo on demand, or a personalized demo to see how our solution can help your company achieve its business goals.