Manufacturers unify their businesses around their customers with Insightly
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Manufacturers: get the right tools to grow
Beyond your core business, today’s manufacturers must foster great customer experiences to attract and maintain buyers.
Legacy tools stunt business growth
In the manufacturing industry, it is common for companies to rely on outdated legacy software to manage contacts or even home-grown systems. These tools provide basic functionality. However, they do not provide all the features modern manufacturers need to understand users and create meaningful customer experiences.
Additional problems arise when data is stored across different systems, and different teams use different tools. This causes data silos, slow execution times, and the inability of all parties to clearly know customers’ needs.
Manufacturers grow faster with Insightly
Using a CRM that aligns internal teams around the customer is essential.
Marketing
Marketing automation helps manufacturing companies attract site visitors, convert them to prospects, and optimize spend. Insightly Marketing is a full-featured platform to run marketing campaigns at scale.
Sales
A CRM helps manufacturers streamline sales processes, improve profitability, and create long-term customer relationships. Insightly is easy to use and adopt, incredibly flexible and customizable, integrates easily, and provides quick time-to-value.
Service
Great customer service increases revenue. Insightly Service is a service and support platform to manage customer service ticketing and empower your team to have relevant conversations and drive customer satisfaction.
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Streamline business processes
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.
Accelerate Sales
- Collaborate across the organization with centralized customer data
- Grow your business faster with lead management and automated workflows
- Drive greater ROI with tailored opportunity and pipeline management
Build Relationships
- Understand complex organizational relationships with flexible record linking
- Track frequency of interactions by linking emails, proposals and every interaction back to organizations and contacts
- Increase sales velocity with a holistic view of what the customer wants and needs
Deliver on Commitments
- Convert closed opportunities into projects
- Coordinate employee, contractor, and partner activity with task management
- Automatically generate tasks, events, emails, and update milestone statuses
Integrate with all the apps your financial firm uses
You’ve got apps for accounting, HR, communication, and more. Insightly AppConnect keeps everything integrated.
AppConnect puts Insightly CRM at the center
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. Connect to popular financial services apps like QuickBooks Online, Xero, NetSuite, Sage, Workday, Stripe, PayPal and hundreds more.
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.
Build automated workflows with 1200+ integrated apps
Privacy and compliance
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.
