Resources Archive - Insightly

Choosing the Right CRM to Align Teams Webinar

Travis Northup — Thu, 16 Jun 2022 03:16:22 +0000

New research shows it’s all about alignment.

Satisfied with your CRM? You’re in the minority. Only 21% of CRM owners report satisfaction with their solution. More than one-third will be CRM shopping this year.

Go-to-market leaders are battling it out for who gets to choose the next (or first) CRM while poor customer experiences are costing companies money.

Join this webinar to explore the findings in a recently commissioned research study on CRM trends for sales, marketing, and customer success leaders, including:

What CRM features are ‘must haves’ for sales, marketing, and service teams
Why adoption reigns supreme and how you can facilitate it
Where/when does project management fit in

Your hosts are Jenna Balegno, Research Director and COO of Ascend2, and Chip House, CMO of Insightly.

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Choosing the Right CRM to Align Teams

Joe Marciniak — Wed, 15 Jun 2022 18:57:49 +0000

To help you make an educated decision, check out this survey report of more than 500 go-to-market professionals.You’ll get data about what matters most to go-to-market teams, the importance of overcoming top CRM challenges and how an effective CRM can align technology and data.Get your copy and use it to guide your team in finding the best CRM for your business.

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7 Common Pitfalls of CRM Adoption Webinar

Joe Marciniak — Tue, 24 May 2022 21:12:43 +0000

“Over 65% of CRM installations stall due to failed implementation or lack of adoption.”

Using any new system requires your team to embrace a new learning curve and change old habits. The stakes are higher when the new system is a CRM – the literal heart of your business.

Join this webinar to create a rollout plan that supports your team and gets them excited about the change. You will learn:

How to gamify a rollout
Why you need champions (& how to find them)
How custom training helps you win

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Q2—2022 Product Release Webinar

Joe Marciniak — Wed, 27 Apr 2022 22:22:54 +0000

In this recording, join Insightly CEO Anthony Smith as he shares the latest updates to the Insightly platform and a sneak peek at what’s coming soon.

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A CRM needs assessment handbook

admin — Wed, 16 Mar 2022 08:10:39 +0000

To help you make the right decision, we put together a CRM needs assessment handbook.

The handbook covers five key steps in performing a CRM needs assessment and includes CRM requirements checklists and tips for evaluating CRMs.

Download the ebook, fill in your notes, and make it your own guide to finding the best CRM for your team and business.

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AppConnect Masterclass Vol. 3

Joe Marciniak — Mon, 28 Feb 2022 01:08:47 +0000

Join UK Screen Alliance CEO Neil Hatton as he discusses how his team streamlines processes using AppConnect. In this live session, Neil shared the challenges that he wanted to solve and use cases across QuickBooks, Zoom, WordPress, and Mailchimp.

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AppConnect Masterclass Vol. 2

Joe Marciniak — Fri, 21 Jan 2022 19:33:17 +0000

Zeke Silva and Sean Kennealy from Insightly share their thoughts on the integrations they’ve delivered and the ways that Insightly customers are maximizing the benefit of integrations to run their businesses more effectively, with AppConnect. The video also includes a live demo of AppConnect. Like we mentioned during the webinar, here are recipes and instructions for the applications Zeke and Sean discussed.

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AppConnect Masterclass Vol. 1

Travis Northup — Tue, 05 Oct 2021 23:30:09 +0000

Watch this webinar to gain unique insights into the ways that business experts just like you are maximizing the benefits of Insightly’s low code/no code integration engine. In this session, you’ll get a live demo of the ways that Insightly customer success experts Andrea Lodigiani and Dan Phillips have created integrations that help their teams move faster and communicate more effectively.

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Introducing Insightly Service

Travis Northup — Wed, 15 Sep 2021 17:51:37 +0000

Watch this webinar to learn more about Insightly Service, the newest addition to the Insightly unified suite of customer relationship management applications. It’s a ticketing application designed to help you close tickets faster and deliver better customer experiences through more personalized service. By consolidating data sources, sharing ticket status, and making knowledge resources readily available, your employees are empowered with the right information at the right time to solve customer challenges.

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Webinar – Optimize your customer experiences

admin — Wed, 30 Jun 2021 10:37:40 +0000

Every marketer needs data-driven insights into the way their email content and design resonates for customers and prospects, so that they can objectively evaluate their strategies and grow their business. Learn how to use A/B and multivariate email testing to get real insights into what drives customer response so that you can validate your strategies, effectively communicate learnings, and drive your success.

In this webinar you’ll learn:

Why A/B and multivariate testing is so important to your marketing strategy
How to activate your testing programs
Best practices to boost your success

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