» 4 CRM Resolutions for the New Year
11/01/18 02:45 from Blog Posts – Insightly
The New Year brings with it a renewed sense of hope and optimism. Will this be the year you land that record-setting contract? Does expansion into adjacent markets represent a growth opportunity for your company? Will that “pet project” ...

» CRM Gift Guide for Your Sales Reps
20/12/17 00:00 from Blog Posts – Insightly
Your sales reps add a ton of value to your business. With your sales department playing such an instrumental role, you might want to consider giving them an extra special gift this holiday season. No, I’m not talking about a premium subs...

» 5 CRM Best Practices for Insightly (Part 2)
18/12/17 01:00 from Blog Posts – Insightly
This is part 2 of a 3 part blog series. Part 2 provides you with guidance on managing duplicate records and bring best practices together with a worksheet to help implement processes in Insightly CRM. Part 3 will explore dashboard report...

» 6 CRM Integrations to Use More in 2018
11/12/17 01:00 from Blog Posts – Insightly
In this post, we’ll explore six CRM integrations for Insightly worth trying in 2018. Your CRM is doing some amazing things these days. In addition to tracking all of your leads, contacts, sales opportunities, and tasks, you’ve even deplo...

» 5 CRM Best Practices for Insightly (Part 1)
04/12/17 01:00 from Blog Posts – Insightly
This is part 1 of a 2 part blog series. Part 1 provides a technical overview of backup, security and support CRM best practices. Part 2 will provide you with guidance on managing duplicate records and bring best practices together with a...

» 10 Outside-the-Box Ways to Use Project Pipelines
29/11/17 00:00 from Blog Posts – Insightly
When you think of the word “pipeline,” what comes to mind? If you’re like most business owners, you probably think of the sales process. Leads, opportunities, and new customers are all top of mind. Although sales pipelines are vital to a...

» 8 CRM Features You Might Not Be Using
20/11/17 00:00 from Blog Posts – Insightly
We all love Insightly. That’s a given. And, for sales-driven companies like yours, Insightly’s CRM features can be a real lifesaver. Contact management, opportunity tracking, and your Insightly mailbox help you close more deals wit...

» 6 Questions to Ask Yourself Before Delegating Work at the Office
13/11/17 01:00 from Blog Posts – Insightly
A project management tool, such as Insightly, can certainly make the delegating work at the office process much easier. Of course, that statement depends on your team’s approach to using the software. No matter how amazing a tool might b...

» 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, ...

Powered by Feed Informer