» 9 Back Office Inefficiencies Worth Automating
08/05/18 02:00 from Blog Posts – Insightly
Your team works really hard. There’s no question about that. But, here’s the big question: are they working smart? As a leader, your team looks to you for guidance on what should (or shouldn’t) get done. Just because a task seemed pruden...

» User Adoption: 5 CRM Best Practices For Insightly (Part 3)
01/05/18 02:00 from Blog Posts – Insightly
This is part 3 of a 5 part blog series. Part 1 Backup & Security Part 2 Data Integrity Part 3 User Adoption Part 4 Dashboard Reporting Part 5 Ongoing Support You just purchased Insightly for your business, you love the layout, all-in...

» Converting Sales Intelligence into Stellar Software Features
24/04/18 02:00 from Blog Posts – Insightly
As the founder of a successful software company, I’m sure you’d agree that some of your most impactful feature ideas have originated as customer requests. And, with thousands of users relying on your app each day, it’s safe to say that y...

» Why Businesses Need Business Intelligence
17/04/18 02:00 from Blog Posts – Insightly
If you’re like me, you probably spend a considerable amount of time reading blog articles, perusing whitepapers, and watching webinars. To remain competitive in today’s fast-paced business environment, we have no other option than to try...

» 7 Things Consultants Would Rather Do than Work on Taxes
10/04/18 02:00 from Blog Posts – Insightly
Certified public accountants aren’t the only ones feeling stressed this time of year. Consultants (like me!) and business owners of all types are doing their best to close out last year‘s books, get feedback from their accountants, and f...

» Create the CRM playbook of your dreams
03/04/18 02:00 from Blog Posts – Insightly
You’ve taken the first step in the right direction by getting a CRM like Insightly onboard. If you want your sales team to get the most out of their CRM you need to make sure there are clear guidelines in place inthe form of a CRM playbo...

» Selling Points for a More Agile Sales Force
27/03/18 02:00 from Blog Posts – Insightly
Despite your dream of an agile sales force, 2018 is shaping up like every prior year in recent memory. A handful of sales reps definitely do their own thing, while everyone else tries to make the best of your CRM. “No thanks, my spreadsh...

» How to Convert “Doers” into Sellers in the Sales Process
20/03/18 02:00 from Blog Posts – Insightly
Each new customer represents a world of upsell and cross-sell opportunities. Unfortunately, for some companies, the sales process halts within moments of a deal converting into an account. Although there are many possible explanations fo...

» Business Takeaways from Last Year’s Bracket
13/03/18 02:00 from Blog Posts – Insightly
As college basketball season draws ever closer to its culminating event, offices around the country are beginning to buzz with bracket fever. Who will be this year’s Cinderella story? Which #2 seed will be upset by a #15? And, perhaps mo...

» The Nominees Are In
01/03/18 01:00 from Blog Posts – Insightly
“This year’s award for best regional sales manager goes to…” It’s safe to say that these words have never been spoken at any red-carpet event in the history of Hollywood. And, perhaps rightfully so. The general population could care less...

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