We evaluated several different CRMs, but ultimately, Insightly was the perfect fit for DynEd. Competing systems seemed overly complex, but Insightly is straight and to the point.
English is the most common language used in international trade, but experts believe that more than 85% of the world is unable to communicate in the predominant language of global commerce.
DynEd International, Inc., developers of the award-winning English learning software, is on a mission to bridge this divide by empowering students through language. The company’s “blended approach” to teaching combines a unique mix of Artificial Intelligence powered technology, real native and non-native tutors, and alignment to global testing standards.
DynEd’s core is backed by decades of neuroscience research and real-world experience. Since its founding 30 years ago, more than 25 million students in 75+ countries have learned English with DynEd. Their track record of success is indisputable.
However, with literally billions of potential students left to help, the company knew it was at a crossroads with its legacy CRM system.
A world of data
As DynEd America’s lead sales administrator, Edda Cortez is responsible for a tremendous amount of data. With account managers negotiating with educational institutions and businesses in every corner of the globe, keeping everything organized has always been a monumental task.
Their prior CRM was clunky and inefficient. For the most part, it was not being used as intended. “Customer information would regularly be incomplete, which impacted the sales process,” Cortez said.
To make matters worse, when deals did close, important details would inevitably slip through the cracks. “This caused delays and confusion during the onboarding process, which detracted from customer satisfaction.” Such frustrations led some at DynEd to stop using the CRM system altogether.
The right fit for a global team
Ms. Cortez was tasked with identifying a better CRM for the company’s needs. This was no small job, especially considering that the new system needed to serve the entire company—not just a few users or departments.
“We evaluated several different CRMs, but ultimately, Insightly was the perfect fit forDynEd,” Cortez said. “Competing systems seemed overly complex, but Insightly is straight and to the point. Insightly’s user interface is very intuitive, which makes it easy for everyone to use.”
Immediate impact on sales
Shortly after implementation, Insightly’s robust suite of sales management tools began delivering positive results at all levels of the sales process. “With Insightly, we’re able to create and manage multiple sales pipelines, stages, and processes,” Cortez said.
“And our sales reps now have instant CRM access from their phones with the mobile app. They’re able to manage their contacts, deals, notes, files, tasks, and customer communication while on the go.” This newfound efficiency has resulted in a nimbler sales workflow and better management by sales executives.
Insightly’s user interface is very intuitive, which makes it easy for everyone to use.
“With Insightly, our sales team can spend less energy on unqualified leads and more time on the deals that produce results,” Cortez said. Forecasting sales revenue is also easier with Insightly.
“Once opportunities advance to a certain stage in the pipeline, there’s a stronger likelihood that the deal will close,” Cortez said. “This allows us to build more reliable forecasts and make smarter business decisions.”View All Customer Stories
Previously relied on a clunky legacy CRM that lost more data than it captured due to poor internal adoption.
Not only was Insightly much easier to adopt and use, but it allowed DynEd to unite sales and post-sale processes in a single place.
dramatically improved customer satisfaction rates.