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Follow your leads after they become opportunities for the sales team. Gain visibility into notes and conversations throughout the sales process and see when deals are closed-won.
See which opportunities close and double down on those lead sources
Set up alerts and notifications for when the marketing team can assist.
Ensure data is collected properly to inform future marketing campaigns.
Follow along as deliverables happen to farm for testimonials and customer stories.
Help sales teams with email messages to make the marketing to sales transition seamless.
Set up reports specific to the marketing team’s questions and have them automatically sent.
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“Insightly has helped marketing and sales become more cross-functional. It’s given us real clear insight on a live basis.”
The CRM is the single source of truth for a business and is the central repository of all data. Marketers can log into the CRM and get a full picture of what is happening with particular leads, opportunities, and customers by searching them on an individual basis. Conversely, marketers can log into the CRM and view the dashboards and reports to see what is happening across the full spectrum of the business. When sales and marketing share information in this way, they are better aligned and improve the output.
The Insightly platform, which includes Insightly CRM, Insightly Marketing, Insightly Service, and AppConnect, shares data. This means that users of Insightly Marketing can see select information from the other apps. For example, if a marketer is looking for a customer testimonial, they could see onboarding project data from Insightly Service in Insightly Marketing for that customer. Perhaps if a customer has just onboarded, it would be better to wait or find another customer who has been with the organization for a longer period of time.
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. For marketers with CRM access, this means that they always have access to data about every customer relationship for the business. Marketers can use this data to make better decisions about where to allocate budgets, which customers to highlight, and how customers move through their buying journey after they leave the marketing team.
Marketers utilize CRM systems to effectively manage and nurture their relationships with customers throughout the entire lifecycle. From capturing leads to retaining loyal customers, CRM plays a pivotal role in shaping marketing strategies and ensuring personalized interactions. Here’s a closer look at how marketers leverage CRM to enhance their efforts: