Sales Teams + CRM

How sales teams use a CRM

The system that makes your every day tasks easier and faster. Chose the CRM that creates velocity and gets you to more closed-won deals faster.

Top CRM features for sales teams

Pipeline Tracking

Always know where your deals stand with a convenient kanban view.

Workflow Automation

Stop wasting time on repetitive, error-prone tasks.

Validation Rules

Ensure data is collected properly to ensure you can follow-up and close.

Price Books & Quotes

Configure and price accurate quotes fast – directly from opportunity records.

Email Management

Send individual or bulk emails fast with templates and tracking.

Dashboards & Reporting

Look at individual performance or roll-up team stats easity.


Benefits of Insightly CRM for sales teams


  • Move fast with quick-loading screens and a convenient blade view
  • Automate tasks and create workflows so no one misses a step
  • Customize lead stages to always know the status of your pipeline
  • Send individual or bulk emails fast. Link your email client so you don’t miss a message.
  • Create and send quote fasts with the right products and the right pricing
  • Mobile access for when you are on the road
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Sales & Marketing teams collaborating in a CRM

“Insightly has helped marketing and sales become more cross-functional. It’s given us real clear insight on a live basis.”

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Frequently Asked Questions

How does a salesperson use a CRM every day?

Your salespeople should live in the CRM since it is the single source of truth for a business and is the central repository of all data. Take notes, move leads through stages, and know what is closing and when – it all happens in the CRM. Salespeople can create quotes directly in the system and send them out. They can use dashboards and reports to compare their output with colleagues and look for areas of improvement.

How does using the full Insightly platform help sales teams?

The Insightly platform, which includes Insightly CRM, Insightly Marketing, Insightly Service, and AppConnect, shares data. This means that users of Insightly CRM can see select information from the other apps. For example, if a salesperson is looking for information on a deal they closed a few months ago, they could see onboarding project data from Insightly Service in the CRM for that customer. Perhaps if a customer has just finished onboarded, it’s a great time to look into upsell/cross-sell opportunities.

How is communication and collaboration improved for a sales team member by a CRM?

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 sales team members, this means that they can see what leads the marketing team is producing in Insightly Marketing and they can see how closed-won deals are being onboarded and serviced in Insightly Service.

How a sales team uses a CRM

In the dynamic and competitive world of sales, effective customer relationship management is crucial for success. Salespersons are at the forefront of building and maintaining relationships with clients, and a CRM system is an invaluable tool that empowers them to navigate the complexities of the sales process. In this article, we will explore how a salesperson utilizes a CRM to optimize their workflow, enhance customer interactions, and ultimately drive sales growth.

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At its core, a CRM is a centralized hub that stores and organizes customer data, interactions, and preferences. For a salesperson, this means having a comprehensive view of each prospect and customer in one place. This consolidated information streamlines the sales process by providing quick access to crucial details such as contact information, purchase history, and communication logs. By leveraging this data, a salesperson can personalize their approach, tailoring pitches and proposals to align with the specific needs and preferences of each client.

Lead management is a fundamental aspect of a salesperson’s role, and a CRM excels in this regard. By utilizing the CRM to track leads through the sales funnel, salespersons can prioritize their efforts based on the potential value of each prospect. Automated lead scoring features help identify the most promising opportunities, allowing sales teams to allocate resources effectively and focus on leads that are more likely to convert into customers. This targeted approach not only saves time but also increases the likelihood of closing deals.

A CRM also serves as a powerful communication tool for salespersons. Integrated email and messaging features enable seamless communication with clients directly within the CRM platform. This not only enhances efficiency but also ensures that important communication history is documented and easily accessible. Salespersons can set reminders, schedule follow-ups, and stay organized with a calendar feature, ensuring that no promising lead or crucial follow-up slips through the cracks.

Sales forecasting is another area where a CRM proves invaluable. By analyzing historical data and tracking ongoing sales activities, a salesperson can use the CRM to generate accurate forecasts and projections. This helps in setting realistic sales targets, optimizing resource allocation, and making strategic decisions to meet or exceed sales goals. The predictive analytics capabilities of modern CRMs empower salespersons to make data-driven decisions, reducing uncertainty and increasing the overall effectiveness of their sales efforts.

Collaboration is a key element in successful sales teams, and a CRM facilitates it by providing a shared platform for information exchange. Salespersons can collaborate with colleagues from various departments, such as marketing and customer support, ensuring a cohesive and synchronized approach to customer interactions. The ability to share real-time updates on customer interactions and progress on deals fosters a collaborative environment that ultimately benefits the entire organization.

In conclusion, a salesperson’s utilization of a CRM is integral to achieving success in a highly competitive market. The CRM acts as a central hub for customer data, streamlines lead management, enhances communication, facilitates sales forecasting, and promotes collaboration within the sales team and across departments. By harnessing the capabilities of a CRM, a salesperson can not only increase efficiency and productivity but also build stronger, more meaningful relationships with clients, leading to sustained sales growth and success in the ever-evolving business landscape.