» Why Baseball and Sales Have a Lot in Common
09/11/17 01:00 from Blog Posts – Insightly
“No thanks, we’ve decided to stick with our current vendor.” Such words are never easy for a sales rep to hear. Despite your hours of preparation, proposals, and in-person meetings, the prospect decided your solution wasn’t the right fit...

» The best of Insightly just got better
02/11/17 06:41 from Blog Posts – Insightly
New and long-time Insightly users to the customer relationship management platform, recently experienced the latest version of Insightly’s CRM.  From the introduction of visual Kanban drag-and-drop boards to customized list views, ...

» Dreamforce 2017 Eat & Drink Guide
25/10/17 13:11 from Blog Posts – Insightly
Convention center concessions never win Michelin stars for their wallet extortion beer, shrink-wrapped limp lettuce sub sandwiches, blowfish-puffed chip bags, and hockey puck cookies.  Dreamforce may boast best-in-class swag, but you can...

» Why Insightly is Like Having Your Own Business Intelligence Internet
17/10/17 01:00 from Blog Posts – Insightly
The web fuels your company with the timely information and business intelligence you need to stay competitive. When are our estimated quarterly taxes due this year? How will the new privacy regulations affect how we interact with custome...

» 6 Signs It’s Time to Switch from Spreadsheets to a CRM
09/10/17 02:00 from Blog Posts – Insightly
Your business is doing well. Sales are up and clients seem happy. In the back of your mind, however, something has been bothering you lately. It’s your sales process. Since opening your doors, you’ve always relied on spreadsheets for man...

» Putting the Relationship Back into CRM
04/10/17 19:00 from Blog Posts – Insightly
Find out what enterprises can do to go beyond sales force automation to create profitable and sustainable relationships. Since its inception in the late 90’s, the proponents of Customer Relationship Management (CRM), and its community, h...

» 10 Creative Ways to Use Insightly CRM Voice Notes
02/10/17 01:00 from Blog Posts – Insightly
Have you ever tried using the Insightly audio notes feature? If not, you’re definitely missing out. Insightly allows you to record up to 60 minutes of audio per file. Voice notes can be linked to contacts, organizations, leads, opportuni...

» 6 Reasons to Stop Using Your Inbox as a To-Do List
21/09/17 03:00 from Blog Posts – Insightly
Whether we’ll admit it or not, our inboxes can be addictive. After all, checking email is as easy as tapping an app or refreshing a web browser. Is there a new and exciting business opportunity waiting for you? Will your web developer fi...

» Why Data Silos are Bad for Business
06/09/17 03:00 from Blog Posts – Insightly
Growing up in rural Indiana, I’ve seen many silos in my lifetime. In case you’ve never been to the heartland, farmers typically use silos to store silage (feed for dairy cattle and other animals). Silos are often sealed airtight to contr...

» 6 Tips for Building a More Collaborative Virtual Team
23/08/17 03:00 from Blog Posts – Insightly
Big businesses aren’t the only ones benefitting from virtual teams. Thanks in large part to freelance marketplaces, such as Upwork.com, traditional brick-and-mortars, mom and pops, and startups are now able to rapidly staff up with team ...

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