Best Practices 6 Types of Customers and How to Delight Them Learn about six customers types and how to meet their needs. 24 Jun 2022 Share Best Practices Best Manufacturing CRM: Unify Your Business with Insightly Best Manufacturing CRM in 2022: Unify Your Business with Insightly 26 May 2022 Share Best Practices Best Startup CRM: Launch Your Business with Insightly Learn which CRM features are essential for your growing business. 13 May 2022 Share Customer What is ‘time-to-value’ and why is it important for customer success? Learn different types of type to value and how to optimize it for your customers 22 Jun 2021 Share Customer Level up your strategy by listening to the voice of the customer How can you use voice of the customer to improve your customer experience? 17 Jun 2021 Share Customer How to use workflow automation in customer service Get five quick tips on using workflow automation to improve customer service. 14 Jun 2021 Share Customer What is customer churn rate? 5 tips to lower it Get the tips & start improving your customer retention rate 26 Mar 2021 Share Customer 5 ways to deliver the best customer service Tips on becoming a customer-centric company 16 Feb 2021 Share Customer What is customer service? Learn the basics & get tips on providing a stellar customer service. 03 Feb 2021 Share Customer Customer success: How to launch & manage your CS program Insights & best practices to help you run an effective customer success program 15 Oct 2020 Share Customer Customer success program prep: a six-point checklist Use the checklist to get organized & stay focused as you launch a CS program 08 Oct 2020 Share Customer What is customer success? Learn about the foundation & evolution of customer success 24 Sep 2020 Share Customer 3 reasons your legacy CRM is slowing down growth Get tips on how to use CRM technology to course correct & accelerate growth 01 Sep 2020 Share Customer Reevaluating & rebounding Insightly CMO Tony Kavanagh on preparing for post-pandemic business environment 30 Jun 2020 Share Customer How to improve customer experiences using data analytics Here are 8 ways to get you started 16 Jun 2020 Share Customer 5 rules for customer engagement in challenging times Insightly CMO Tony Kavanagh shares his insights 03 Jun 2020 Share Customer Top 10 benefits of a unified CRM Here’s our list along with tips on selecting a unified CRM for your business. 26 Mar 2020 Share Customer 7 ways to adapt to shifting customer expectations How to better manage customer expectations & stay competitive in the digital era 11 Mar 2020 Share Customer 3 ways a CRM success plan can help you maximize ROI How a success plan ensures faster CRM user adoption, ongoing improvement, & more 23 Jan 2020 Share Customer Rethinking customer retention Let’s review four key elements of customer retention strategy 29 Aug 2019 Share Customer Congruent Story brings culture-first thinking to auto industry Congruent Story helps the auto industry build brands for the new consumer age 17 Apr 2019 Share Customer 4 customer relationship lessons from women entrepreneurs Learn what it takes to build lasting customer relationships, run a successful business. 10 Apr 2019 Share Customer Stories worth sharing: Insightly Gamechangers Podcast Insightly customers share their stories, insights, and business tips. 12 Feb 2019 Share Customer Authentically yours, Candice Simons Simons redefines creative work and customer relations in the ads industry. 16 Jan 2019 Share Customer How Hot Spots Movement future-proofs businesses Insightly customer Hot Spots Movement helps future-proof businesses. 05 Dec 2018 Share Customer Connecting people to care with Insightly + Office 365 NowPow uses Insightly’s Office 365 integration to manage customer relationships. 27 Nov 2018 Share Customer Putting the relationship back into CRM The relationship part of CRM also needs to address what happens after the sale 05 Oct 2017 Share Customer How to measure customer relationships with a CRM The right metrics will help you determine the strength of your customer relationships 10 Aug 2017 Share Experience the Insightly platform for yourself Request a demo