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Engage with your audiences, create high-value leads, and grow your business.
Drive loyalty through relevant messaging shared at just the right time in the buying journey.
Align across sales and marketing to optimize the customer experience.
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Build trust and grow your business by delivering the right message to the right audience at just the right time.
Insightly Marketing Journeys are an intuitive solution that has helped our client drive a 10x increase in pipeline over just a few months by identifying prospects with a high propensity to convert.
Amy Anderson, Co-Founder, Wild Coffee Marketing
Quickly and easily create beautiful marketing assets that drive awareness and conversion.
Create high-quality landing pages designed to convert visitors to leads.
Create strong relationships by making every touchpoint insightful and engaging
Improve your brand reputation and your results by delivering relevant content that builds trust.
Make smart decisions, understand what motivates your audience, then iterate and improve on your performance.
The number one biggest benefit of working with Insightly is transparency. Major decisions have to happen and we all have to be on the same page.
Kelsey Dus, Marketing Director, SIGMA Equipment
Create a single source of truth, share results across your entire organization, and demonstrate your impact.
Test, learn, and improve your email performance
Share insights across your entire organization and build strong relationships with prospects and customers.
Extend your reach and drive sales with a unified experience across sales, marketing, and customer support.
Market smarter and grow faster when you connect Insightly Marketing to the rest of your tech stack.
Manufacturing firm SIGMA Equipment shares the benefit of using Insightly CRM + Insightly Marketing to drive better cross-team communication, move faster, and generate more revenue.
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.
Marketing automation is technology that helps marketers automate activities such as email, email journeys, social media posting, form actions, etc. Automating these tasks can nurture your leads through the marketing funnel with personalized messaging that is “hands-free.” Marketing automation platforms are typically cloud-based software for which you pay a fee. The fee is often based on the number of contacts you have in the system.
Marketing automation software saves time and resources by streamlining and automating tasks and processes that marketers would otherwise do manually, or not at all. It helps users to save time, produce better results, reduce human error, and use data to target marketing efforts to specific groups. At the same time, it can increase your engagement with your leads, help convert more leads faster, provide ROI information and data on your campaigns, and show how leads interact with your marketing assets.
In the early days, marketing automation platforms came with high price tags that only large organizations could afford. Today, there are many affordably priced platforms that are intuitive so that virtually any organization of any size can use this technology.
Inbound marketing is a marketing strategy about creating valuable content that aligns with the pain points of your ideal customer profile and fosters relationships with them as you help them solve problems. Marketing automation refers to the actual software platform used to automate marketing tasks and nurture leads. In other words, you need a marketing automation platform to run an inbound marketing strategy.
Before we used Insightly, we had a couple of applications we used. One of them was MailChimp and it was fine, but very limited in what it was able to do…So now that we have a platform where we can integrate both of those worlds into one with Insightly Marketing, it’s a real game changer.
Before [Insightly], it was very manual. We would have meetings on top of meetings. Now, all of the data is right in Insightly, and we can see the progress of our marketing requests and we can see the results.
The introduction of marketing automation has impacted various industries in significant ways. It’s presented many businesses with the opportunity to streamline their marketing efforts and improve lead generation. One industry that has benefited especially from marketing automation is the solar energy sector. Marketing automation solar solutions have provided solar energy companies with a powerful arsenal of tools and strategies to maximize their brand exposure and ultimately generate more sales.
A marketing automation tool is essentially software that automates repetitive and time-consuming marketing tasks, allowing human marketers to focus on strategic planning and creative development. By using sophisticated marketing automation systems, solar companies can significantly reduce the manual labor involved in managing communications across multiple channels while also ensuring that prospects receive relevant and personalized information.
One major advantage of marketing automation tools is their capacity to gather data about customer behaviors and preferences. Using insights into how consumers respond to different types of messaging, marketers can refine their strategies for better results. For example, if an email campaign promoting rooftop solar panels receives high engagement rates from homeowners living in sunny regions but fails to resonate with those living in cloudier areas, marketers would know to target their rooftop solar panel marketing efforts toward sunnier areas.
Additionally, since many solar installations require substantial financial investments from customers, they typically seek considerable guidance throughout the decision-making process. This means that effectively nurturing leads is crucial for conversion success. A robust marketing automation system enables personalized follow-ups based on the actions of individual prospects, like downloading whitepapers or requesting quotes. Customized communication ensures that potential clients feel valued and also guarantees they receive targeted information that addresses their specific requirements.
Given the highly competitive nature of the solar industry, it is imperative for businesses to differentiate themselves by showcasing not just technical expertise but also exemplary customer service. Marketing automation can allow seamless coordination between sales and marketing teams to ensure that each lead is engaged at the ideal moment in their buying journey.
By deploying sophisticated marketing automation tools and utilizing automation capabilities to execute data-driven, customized campaigns, businesses can significantly enhance their lead generation efficiency. A well-integrated marketing automation system can empower a solar firm with valuable insights into customer behavior patterns and preferences — knowledge that can be instrumental in driving continuous improvement and delivering exceptional experiences throughout the buyer journey.
A customer relationship management (CRM) system for solar companies is specifically designed to cater to the unique needs of the solar energy industry. It helps solar companies stay organized, manage leads effectively, and drive growth. Solar CRM solutions are an essential tool for managing the entire customer lifecycle, from lead generation to project completion and beyond.
One of the main components of many of the most effective CRMs is CRM automation. CRM automation is designed to automate repetitive tasks like lead assignment, follow-up reminders, nurturing campaigns, reporting, and more. By automating these processes through a dedicated CRM for solar companies, solar businesses can save valuable time and resources that would otherwise be spent on manual tasks.
As solar energy becomes more popular and accessible across the globe, managing the growing number of customers can become quite challenging. Introducing a specialized CRM for the solar industry allows these businesses to better track leads throughout each stage of the sales funnel.
Excellent customer service is crucial in any industry; however, solar clients have unique expectations when it comes to clean energy systems for their homes or businesses. An effective CRM system helps solar companies identify their clients’ specific needs during the sales process and provide tailored solutions accordingly.
A solar CRM should have features like energy production estimators and financial analysis capabilities related to tax incentives and financing options. It should also integrate with solar proposal tools and come with excellent project management functionalities. The best CRM system for solar businesses not only streamlines sales processes but also enhances communication among various teams involved in project implementation.
As competition within the solar industry continues to grow, having a CRM system specifically designed for solar companies will become essential. Investing in CRM automation can help businesses manage leads effectively, streamline sales processes, enhance communication among teams, and ultimately deliver exceptional customer service. By leveraging the power of an industry-specific CRM solution, solar companies can gain a competitive edge and ensure long-term success.
An effective CRM strategy for solar businesses is crucial — not only for attracting new customers but also for retaining existing ones. Utilizing a CRM strategy tailored specifically for the solar industry can enable solar businesses to streamline their sales process and drive growth via greater customer satisfaction.
Solar Pipeline CRM is a popular CRM for solar companies that enables businesses to manage their sales pipelines effectively, ensuring that leads are converted into customers as efficiently as possible, while also providing real-time insights into various stages of the sales cycle. This CRM allows businesses to prioritize high-potential leads, track communication with clients, and manage tasks like follow-up emails.
By incorporating a dedicated CRM strategy into their operations, solar businesses can benefit from increased efficiency and profitability. A well-planned approach helps companies maintain long-lasting relationships with clients by keeping them informed about product updates, promotional offers, and other relevant information. Furthermore, an effective CRM system allows businesses to collect valuable data on customer preferences and behaviors, which can be used to better tailor marketing efforts.
Implementing a CRM strategy for solar companies can also contribute significantly towards enhancing overall business performance. When integrated with other digital tools such as social media platforms or email marketing campaigns, CRM strategies can generate more leads and improve conversion rates dramatically. Moreover, by having access to accurate data on lead generation sources and performance metrics, business owners can make informed decisions about where to invest their resources.
It’s vital not to underestimate the importance of CRM platform training for employees. Providing staff with adequate training ensures smooth integration and boosts overall productivity. Companies that invest in training initiatives tailored specifically for their CRM systems generally reap the benefits of increased employee satisfaction and productivity, which, in turn, results in better customer service.
By employing a comprehensive CRM strategy, solar businesses can effectively manage leads and maintain strong customer relationships. When combined with other digital marketing tools and employee training programs, an automated solar CRM strategy can result in significant improvements to a company’s bottom line. Not only does implementing an effective CRM strategy benefit solar businesses, but it also plays an important role in promoting the adoption of sustainable energy solutions across the globe.
A solar sales CRM is a software solution specifically designed to cater to the unique needs of companies operating within the solar industry. These systems allow businesses to track leads, manage customer relationships, oversee project implementation, monitor ongoing performance, and more. By having a robust CRM in place, solar companies can ensure that sales teams stay focused on their goals and maintain excellent communication with prospective clients and existing customers alike.
Selecting the best CRM for your solar business can be a daunting task. However, there are several key features that distinguish top-tier solutions from their competitors. One essential feature is comprehensive lead management capabilities. Robust lead management features ensure that sales teams can easily track their prospects throughout every stage of the customer journey.
Another essential component of an effective CRM system is solar project management software. This type of software allows companies to maintain control over all aspects of project implementation — such as scheduling installations, assigning tasks to team members, tracking equipment inventory, managing permits and contracts, and monitoring overall progress towards deadlines and milestones.
It’s also very important that your selected CRM platform comes with adequate analytics features. Analytics and reporting tools will likely prove immensely valuable for optimizing your sales process. The best solar CRMs provide access to advanced reporting capabilities that deliver data-driven insights regarding lead conversion rates, customer satisfaction scores, individual sales rep performance metrics, and much more. By harnessing this information effectively, companies can make informed decisions about how best to allocate resources moving forward.
Choosing the best solar CRM for your business requires careful consideration of numerous factors, like project management capabilities, reporting and analytics tools, and much more. By carefully evaluating these criteria and comparing them against your unique business requirements, you can better position yourself to select a CRM solution that drives increased efficiency throughout your sales operations and ultimately boosts profits.
As the solar industry continues to expand, it will continue to be of paramount importance for businesses operating within this space to equip themselves with cutting-edge tools designed specifically with solar needs in mind. Tools like top-tier solar sales CRMs and project management software can help solar companies remain competitive despite the industry’s quickly evolving nature.