What is Pride Month? Why June?

According to the US Library of Congress, “Lesbian, Gay, Bisexual, Transgender and Queer (LGBTQ) Pride Month is currently celebrated each year in the month of June to honor the 1969 Stonewall Uprising in Manhattan. The Stonewall Uprising was a tipping point for the Gay Liberation Movement in the United States. In the United States the last Sunday in June was initially celebrated as “Gay Pride Day,” but the actual day was flexible. In major cities across the nation the “day” soon grew to encompass a month-long series of events.”

At Insightly, it is our goal to celebrate Pride, not only in June, but in day to day life. For Pride Month 2022, there is a specific line-up of activities and engagements to honor and celebrate the LGBTQIA+ community, with the intention of carrying that sentiment with us throughout the rest of the year. 

Voices of Pride at Insightly

This is what Pride looks like at Insightly:

“Pride month is a great opportunity to celebrate and reflect on the progress that’s been made by the LGBTQ+ community and our allies. I’ve been out for over 20 years. Sharing your unique worldview at work is a powerful way to live with authenticity and integrity. Insightly is incredibly supportive of everyone bringing their whole self to work and celebrates the importance of diverse perspectives.” – Melinda, Director of Product Marketing

“Insightly is the most welcoming and accepting company I’ve ever worked for. Insightly doesn’t just tell me it’s okay to be different, they empower me to be my truest self.” – Christian, Account Executive

“I’m new to Insightly, but I’ve had a blast so far. As an out queer man in 2022, it’s more important than ever to feel both accepted and celebrated at home and at work. I’ve had the pleasure of meeting so many people here that have shown me all that and more. So far so good!” – Harryson, Customer Marketing Manager

How Insightly is celebrating

Here are the initiatives we have planned for Pride Month and beyond. During Pride Month, we will: 

• Disseminate information to our team that will include brief history & facts, LGBTQIA+ TV shows, movies, books, playlists, etc.
• Share ways for our global workforce to show support within their local communities, charities to donate to, and some other educational tips/resources
• Host a free virtual community event called Ask Me Anything: Allyship in the Workplace, led by expert advocate Tiq Milan
• Dedicate the June issue of our company newsletter to Pride month information and resources
• Provide resources and promote use of gender-neutral language
• Provide a variety of Zoom background options celebrating Pride month
• Share the voices of our LGBTQIA+ team members and allies in social media posts
• Host a Pride trivia event

Most importantly, during this month we will listen to the LGBTQIA+ community to learn how to provide support year round. 

What is your company doing for Pride month? Tell us how we can get better! 

The post Insightly Celebrates Pride Month appeared first on Insightly.

TrustRadius announced today that Insightly received a 2022 Most Loved Award. 

How are the awards determined?

TrustRadius analyzed every review collected in 2021 word by word across 25,820 products and 800 categories. The most beloved products were determined by comparing mentions of “love” in all its (grammatical) forms to the total number of reviews received for each product. 

Just 101 products emerged from this process as the winners of TrustRadius’ 2022 Most Loved Award. These products earned the highest ratio of “love” per review across the entire TrustRadius platform.

“Buyers have a lot of options to choose from when it comes to customer relationship management (CRM) software,” said Megan Headley, VP of Research at TrustRadius. “The right CRM can help businesses ensure they are able to provide a seamless customer experience. Insightly earned a Most Loved award based directly on feedback from their customers. It’s one of the most loved software products of 2022.”

We’re blushing, but it got us wondering, what main qualities make a CRM worthy of love? 

• Unification – Perhaps CRM love means you are using a unified platform where marketing, sales, customer service, and project management all come together with a shared database.
• Connections – Being able to integrate with all of the tools you already use, like Quickbooks, WordPress, Slack, and more without writing lines and lines of code could be the definition of CRM love.
• Service – Nothing feels more lonely than not having the support you need. Maybe a loveable CRM is one that provides extensive onboarding, ongoing email and phone support, and quarterly check-ins to make sure you’re getting the most from your CRM by using all of the newest and best features.

So, we hit the proverbial streets to hear directly from Insightly users on what makes them love Insightly. This is what they told us:

Love closing deals faster

“Adopting Insightly has helped us close deals faster because the entire team collaborates on providing mission-critical detail in the CRM. From my perspective as a sales leader, the support I get from the team to capture this information and close opportunities is absolutely critical to our success.” – Ian Pund, Senior Vice President, Sales, Noble Biomaterials

Love driving 10x pipeline

“Insightly Marketing journeys are an intuitive solution that has helped our client drive a 10x increase in pipeline over just a few months by identifying prospects with a high propensity to convert. – Amy Anderson, Co-Founder, Wild Coffee Marketing

Love easy customizations

“With Insightly, we can implement changes in minutes, not months. And as sys admin, I’m able to handle almost any customization–we don’t need to hire expensive dev resources to update code.” – Charlana Tanner, Business Systems Administrator, Sigma Equipment

Love doubling output

“We use projects to manage complex client reporting on campaign performance and audience insights. Insightly’s flexibility and functionality has empowered our teams to double the number of projects we deliver weekly.” – Maud Levasseur, Director, Platform Operations, AdSquare

Love dashboard views

We’re a very data-driven organization.  Adopting dashboards has saved multiple days per month in manual Excel work for me and my dept heads, reduced the possibility of errors, and empowered us to be much more forward-looking in our approach.” – Jonathan Bernwieser, CEO and Co-Founder, Agrando    

Love doubling lead volume

“In less than a year, we’ve expanded our program from 2-3 campaigns a month to 12 unique campaigns, and we’re continuing to grow. Using advanced segmentation has doubled our lead pipeline and deal conversion through more effective targeting.” – Jordan Horn, Email Campaign Marketing Manager, Barrier Companies

Love customizations without a developer

“Insightly empowers our team to easily customize fields, processes and automations on the fly. You don’t need to be a developer to do this–it just works so seamlessly. Insightly helps us deliver a bespoke experience for all of our customers.” – Chris Benham, Director, The Village Goldsmith

Love hitting growth targets

“Insightly Professional Services delivered a business-critical integration that not only gives us real-time access to revenue projections, but is also empowering us with the insights we need to hit our growth targets.” – Andrew Piron, COO, Proud Source Spring Water

Time to swipe right on Insightly

So, if you’ve got the CRM blues, it’s time to swipe right on Insightly. Whether you’re looking for your first CRM love, or you’re moving away from a partner who’s not treating you right, Insightly has the features and the pricing that will make your heart sing and your phones ring. Start a free trial today. 

The post Feeling the love for your CRM? appeared first on Insightly.

Today Insightly CEO Anthony Smith introduced Insightly Marketing in more detail to our customers worldwide during the Q3 2019 Product Release Webinar.

We are excited about the instant and growing demand for Insightly Marketing after the initial, quiet launch and the press coverage in leading industry publications.

Watch the webinar here. Get the summary of Insightly Marketing features below.

Unified platform for CRM, marketing, & projects

• Complete integration between CRM and marketing
• A single sign-on to access both CRM and marketing apps
• A top navigation menu to easily switch between the apps
• Consistent user interface design throughout the platform
• Ability to assign Insightly Marketing and CRM licenses to individual users through the Admin pages
• Up to 50 Marketing user licenses available on all Insightly Marketing plans

CRM Connector: fully integrate your sales & marketing

• Bring all Leads and Contacts from your CRM into Insightly Marketing in just one click.
• Keep all your marketing Prospect data up-to-date with CRM Leads and Contacts, in real time.
• Easily bring across custom fields from CRM into Marketing to start segmenting customers and send targeted campaigns right away.
• Since Insightly CRM and Marketing share the same database, you don’t need to sync data — all data is updated instantly in real time.

Audience segmentation: create dynamic & static lists for targeted campaigns

Dynamic lists

• Segment audiences by any combination of fields and their values across millions of records in real time.
• When you change any value for any Prospect, all the lists with that Prospect get instantly updated to match the changes.
• Create as many lists as you want for target marketing.

Static lists

• Add or remove Prospects manually.
• As the name suggests, static lists don’t change unless you change them.
• Use static lists for imported or purchased data or one-off campaigns.

More on lists

• Split and divide lists in just a few clicks for A/B testing, targeted campaigns, etc.
• Auto-archive unused or old lists to reduce clutter and better organize the list view.

Emails: build, send, & track brilliant campaigns

Recipients

• Send custom emails to any dynamic or static list and use suppression to exclude specific contacts, including competitors, etc.
• Customize the “sender” field for strategic accounts outreach or account-based marketing (ABM) campaigns.
• Customize the all-important “subject line” with merged fields or emojis.

Design

• Choose an existing template from the library or build your own. You can also import email templates from other apps with copy/paste.
• Drag and drop different layout elements, including text boxes, images, and call-to-action buttons (CTAs).
• Use 20 different fonts and reshape margins, alter padding and line height, and change text color in a text box.
• Easily embed online videos, social posts, and other rich media content.
• Undo or redo multiple steps to freely test different layouts and design options.
• Preview email for both desktop and mobile readers. Note: All emails designs are responsive and look great both on desktop and mobile.

More on images:

• Easily crop, resize, color, and add filters to images right in the email template.
• You can also change image shapes and add layers with custom shapes, stickers, and text annotations on top of an image.
• Access and search half a million royalty-free images available through our integration with Unsplash, Pixels, and Pixabay.

Sending

• Send 100K+ emails per hour per customer, with automatic email sender reputation management and reporting.
• Schedule emails up to a year in advance with a specific send time.
• Send authorized and authenticated emails with built-in DKIM and SPF management to ensure your emails reach your target recipients.
• Use optional dedicated sender IP addresses.

Customer journey builder: go beyond a simple lead nurture*

• Build and execute powerful individualized customer journeys on a massive scale.
• Design simple or more sophisticated journeys.
• Include up to 300 timed individual steps in a journey.
• Run a journey for up to a year and execute it across tens of millions of individual prospects.
• Build journeys for welcome or onboarding sequences, re-engagement campaigns, and/or resource download or event follow-ups.
• Convert Prospects into Leads right from within a journey for a follow-up from a sales rep within the CRM.

Journey steps

• Actions: sending an email, adding a prospect to the list, converting a prospect into a lead, etc.
• Triggers: waiting for a prospect to open an email, click on the link, etc.
• Checks: checking for a prospect field value or engagement score.

*More features coming in the next few weeks.

Folders: keep your assets organized

• Use a top-down organizational structure to store campaign and marketing assets, such as email templates, journeys, and lists.
• Organize and nest your marketing content and assets in a way that makes sense to your team.
• Think of Insightly Marketing Folders as a File Explorer directories in Microsoft Windows or Folders in MacOS Finder.

Unified dashboards across apps: gain visibility into all your key business metrics in a single view

• Track your website visitors through conversion into leads, won opportunities, and projects on the same dashboard.
• Chart all the important metrics across your business and have them update in real time.
• Share real-time dashboards with your co-workers and other stakeholders.
• Build 40+ different chart types, maps, tables, gauges, and plots in Insightly dashboards.

Marketing reports: build custom reports to get insights that are important to you

• Compose marketing reports with the exact fields, filters, groupings, charts, and rollup summaries you need.
• Drag and drop fields, including calculated fields, in your reports.
• Receive reports in your email inbox with scheduled delivery.
• Leave behind inflexible, canned marketing reports.

Learn about Insightly Marketing pricing plans here. Or, reach out to our reps at 1-888-999-4039 or [email protected]. You can also get in touch with your Insightly Customer Success Manager.

Ready to see Insightly Marketing in action?

Request a demo

The post Introducing Insightly Marketing appeared first on Insightly.

With this in mind, we recently reached out to Insightly manufacturing customers to learn about their experience and changes observed as a result of implementing Insightly CRM. We asked questions that covered common operational and business areas in manufacturing: from planning and forecasting through production, inventory management, sales, distribution, and customer service.

In this post we share key takeaways from 115 manufacturers who completed our anonymous email survey. We hope these insights will help decision-makers and CRM administrators in manufacturing companies to evaluate their own CRM needs and select the right solution.

We asked questions in the following categories:

• User adoption
• Productivity
• Customer insights
• Return on investment (ROI) and revenue growth

User adoption

User adoption, or a process of adopting and using a new CRM by its intended users, is one of the top concerns of any company that’s introducing a CRM to the team for the first time or is switching to a new one. After all, it doesn’t matter how sophisticated and powerful a CRM is if your team finds it hard to adopt and incorporate in their daily work.

Not surprisingly, when asked why they chose Insightly CRM, 57% of our survey respondents cited “adoption and ease of use” as one of the most important factors in their decision-making.

But adoption is only the first step in ensuring ROI in any new technology —consistent, frequent, and as-intended usage is what determines its long-term benefits. To that end, we learned that 77% of manufacturers use Insightly CRM on a daily basis.

Productivity

Automating repeatable processes to minimize human error and save time across different workflows and departments is critical to ensuring productivity.

In our survey, 42% of respondents reported improvement in “implementing repeatable business processes” (workflow automation) and 39% reported overall improvement in employee productivity as a result of using Insightly CRM.

Users also reported slashing weekly hours spent on administrative and routine tasks.

Customer insights

The soundness of your business decisions depends on the accuracy, relevance, and timeliness of your customer data analytics. Access to a single source of truth with a 360-degree view of your customer allows you to align your teams and engage with customers at the right time with the right message, build superior products and customer experience, and make solid business decisions.

In our survey, 69% of respondents reported having a more accurate source of information on their customers, sales, and projects as a result of implementing Insightly CRM and 47% reported improvements in understanding and reporting sales performance.

ROI and revenue growth

Of those survey respondents who were able to observe results, 70% saw positive ROI within the first year of using Insightly CRM.

As far as revenue, survey respondents reported 18% annual revenue growth as a result of using Insightly CRM.

The degree to which manufacturers are able to streamline their operations and improve productivity has a direct impact on the quality of their customer and business relationships, ability to scale and, ultimately, grow business.

For more insights and data charts from our survey, please download the FREE ebook below.

Download the ebook

The post Manufacturers improve operations & grow annual revenues 18% appeared first on Insightly.

We were happy to receive feedback from our customers and in this release we’re introducing advanced reporting tools, new dashboard visualizations, and platform and productivity improvements that we’ve developed with our customers’ feedback in mind. We’re also unveiling Insightly’s new help center and community portal with user guides, FAQ section, and content for specific use cases and industries.

Watch the Q2 2019 Product Release Webinar where Insightly CEO Anthony Smith introduces new features.

Check out the new Insightly Help Center.

New Quotation & Product Reports

Our new advanced custom quotation and product reports allow you to select and filter opportunity products and quotation line records, group and sum them, and build reports that you can schedule and email straight to your inbox on a custom schedule.

You can also:

• Run these reports at anytime from within the reporting system
• Share these reports with other users
• Set custom user permissions

Availability: Enterprise Plan

Product & Price Book Dashboard Additions

You now have the power to drill into product and quotes data and visualize trends and spot patterns using over 75 different chart and map types. Chart and map both opportunity products and quotation line items with our new dashboard visualization capabilities.

For example, you can map out which of your products have sold best in different states or territories, or how many quotations have included specific products at different times of the year.

Availability: Enterprise Plan

Custom Fields in Tasks & Events

Better manage your time and projects with our new custom fields in Tasks and Events. Track exactly how much time it takes to perform different individual tasks and automatically roll up that info to see the calculated summary times for all tasks in a project or opportunity. To learn how to do this and to better understand calculated fields, check out this step-by-step tutorial in our help center.

This new feature makes a lot of our customers happy and is available on Insightly web app as well as on our Android and iOS apps.

Availability: All Plans

Drag and Drop Layout Editor

With our advanced layout editing you can easily organize all relevant and important information and declutter your view in both details and related tabs.

Use drag and drop tool to easily add and remove fields, change the order of fields on the page, and modify sections for different users in both details and related tabs. Choose which tables or grids you would like to see on the related tab and in which order.

Availability: All Plans

Flexible Multi-Column Layouts

This is another widely-requested feature from our customers that brings total flexibility in the page design and views. You can now customize individual sections on a page layout to be adapted to multi-column instead of single column. View all key information in small laptop displays and large external monitors at the same time, with the software switching to multiple columns if the screen is wide enough.

And because you can set the multi-column layout per section, you can preserve the single column layout where it makes sense for you.

Availability: All Plans

Improved Data Entry, Linking, and Lookup

Save time and clicks with our new data entry and productivity additions.

Add a record (contact) and simultaneously link other records to it (organization data) in the same motion. You can do the same with inline linked records for all forms in Insightly, including your custom objects and fields.

Gain more visibility and insights into the depth and scope of your relationships with any contact. Use new table in the related tab to view peers, co-workers, and other key connections of your primary contact. With our new page layout editor for the related tab, you can also choose where on the page you would like to see this new table.

Availability: All Plans

Notifications

Never miss an Insightly notification simply because you’re in another app or browser tab. This is great for multitaskers who are always switching between apps as well for users who keep lots of browser tabs open.

By default, on a Mac the notifications pop up in the top right and in Windows they appear in the bottom right. Both operating systems also keep a history of those notifications, so you can click to see prior notification from earlier in the day.

Availability: All Plans

Insightly Help Center

Our customer success and service teams have been hard at work improving the Insightly help center to make it easier for our customers to search for relevant content and learn new tips and insights.

Look up articles and videos with beginner guides, product tips, and best practices to make the most out of Insightly.

Check out the new Insightly Help Center.

Coming soon: Insightly Marketing

During the webinar, Insightly CEO Anthony Smith also previewed brand new Insightly Marketing! To get a sneak peek, watch the webinar.

The post Insightly’s reporting & productivity tools just got more powerful appeared first on Insightly.

We are excited to announce that Insightly has been recognized as an April 2019 Gartner Peer Insights Customers’ Choice for Sales Force Automation.

We take great pride in this distinction, as customer feedback continues to shape our products and services.

In its announcement, Gartner explains, “The Gartner Peer Insights Customers’ Choice is a recognition of vendors in this market by verified end-user professionals, taking into account both the number of reviews and the overall user ratings.” To ensure fair evaluation, Gartner maintains rigorous criteria for recognizing vendors with a high customer satisfaction rate.

Here are some excerpts from the customer reviews that helped us earn this distinction:

• “Beast in WorkFlow Automation, will integrate with all major services you use. Go for it.” — Founder in the Education Industry Gartner Peer Insights (December 23, 2018)
• “Tracking contacts, managing projects, and sales all in one platform is everything I need. Perfect for almost any company size.”— Sales and Marketing Professional in Manufacturing Industry, Gartner Peer Insights (February 14, 2019)
• “The system is extremely user friendly and very customizable. We have a unique business model that requires a lot of custom fields and layouts, and Insightly had no issues accommodating to those custom fields. You can’t beat the price either! Half the price with twice the options as other big name CRM [softwares].”— Operations Supervisor in the Finance Industry, Gartner Peer Insights (October 17, 2019)

Learn more about this distinction!

Want to know what other Insightly customers have to say about our product and services? Read more reviews for Insightly on Gartner.

As Anthony Smith, our CEO and Founder, says, “As we execute on our product roadmap to meet the needs of our customers, we are always looking for ways to innovate even further, and welcome any and all feedback our customers share with us on Gartner Peer Insights.”

We thank all our customers for sharing their feedback with us. If you’re a customer and have an Insightly story to share, we encourage you to join the Gartner Peer Insights crowd and weigh in.

Not a customer yet? Request a free demo.

The Gartner Peer Insights Customers’ Choice badge is a trademark and service mark of Gartner, Inc., and/or its affiliates, and is used herein with permission. All rights reserved. Gartner Peer Insights Customers’ Choice constitute the subjective opinions of individual end-user reviews, ratings, and data applied against a documented methodology; they neither represent the views of, nor constitute an endorsement by, Gartner or its affiliates.

The post Insightly earns another Gartner Customers’ Choice for SFA appeared first on Insightly.

Watch the Q1 2019 Product Release Webinar where Insightly CEO Anthony Smith unveils new features.

Product, Price Books and Quotes

Product & Services Catalog

Quickly search, track, and manage millions of distinct products and services right inside the Insightly platform. Connect products and services to individual opportunities all in one place, eliminating human errors, bottlenecks, and inconsistencies.

More details:

• Create additional custom fields on products. (Example: stock quantities)
• Update and add products via the API from external systems, or import from CSV.
• Include product families and multiple product images for each product.
• Create custom product layouts for different users.
• Gain actionable insights with new product reports and dashboard card options.

Price Books and Quotes

Enjoy fine-grained, complete control of what you sell, to whom, when, and at what price. Add multiple prices to each product or service based on location, currency, purchase quantity, sale type (retail or wholesale), year, or customer.

Create customized quotes, contracts, and proposals and send them to prospects in just a few clicks, directly from Insightly.

Speed up the quote-to-cash process and save time with the Price Books and Quotes.

More details on Price Books:

• Clone price books or import new price books in just a few clicks.
• Add or update pricing via the API from external sources.
• Archive old price books.
• Create custom fields in price books.
• Add products to an opportunity and have the opportunity value automatically calculated.

More details on Quotes:

• Create quotes for opportunities in just a couple of clicks.
• Customize templates in MS Word with images, logos, and merge fields.
• Create multiple templates for different regions, customers, or product lines.
• Add smart conditional logic inside templates for custom text blocks or content sections.
• Add tax, shipping and handling to quotes, save and email as PDF to a customer for approval.
• Sync quotes with their linked opportunities to automatically update and match their products and pricing information.

Availability: Enterprise Plan

Read the Guide on Products, Price Books and Quotes

Learn more in the Insightly Help Center.

Analytics & sales territory visualization

Custom calculated fields

Write custom formulas, calculate and store values with Insightly’s exceptionally fast formula-calculating engine.

More details:

• Add calculated fields that execute a formula (similar to MS Excel) inside Insightly every time a record is added or updated.
• Access 200+ functions.
• Incorporate calculations into reports and dashboards cards.
• Get calculation results in different data types: date, time, text, number, percent, etc.
• Render analysis in multiple formats.

Availability: Enterprise Plan

Read How to create a custom calculated field?

Custom validation rules

Custom validation rules are critical to maintaining data integrity, consistency, and accuracy. Write your own business logic to verify that the data entered into a record meets the standards or formats you want before saving the information in Insightly.

Examples of custom validation rules include restricting record editing to specific users or limiting price discount ranges to avoid any mishaps.

More details:

• Execute customer specific rules on any field in a saved record to make sure the data entered conforms to customer’s requirements.
• Use validation rules across the web, mobile apps, and the API.
• Perform validation on users, roles, profiles, dates and times, or the record fields themselves.
• Add validation to any objects, including custom objects.

Availability: Enterprise Plan

Read What are object validation rules?

Sales territory mapping

Chart your data on more than 40 high definition geographic maps, covering every region of the world. Glean invaluable insights and easily monitor sales performance, such as sales results by state, product sales volume by country, or a number of customers by region.

Note that Insightly is the only major CRM offering this feature.

More details:

• Map any record with an address, region, or country field onto a map.
• Zoom in and mouseover to display values.
• Customize maps with different colors and values.

Availability: Enterprise Plan

Other features

New image custom field type

Add images to any record, including contacts, organizations, opportunities, projects, leads.

More details:

• Add an image to any standard or custom object.
• Upload and attach JPEG or PNG files to any record on the web, mobile app, or via the API.
• View image fields in different page layouts.
• Use advanced permissions to control which users can view or edit images.

Availability: Professional and Enterprise Plans

Dashboard table cards

Build smarter reports with dashboard table cards and access all relevant data in one view.

More details:

• Add tabular data to your dashboards to list out record.
• Filter, group, and use data shaping in table cards.
• Roll up summary totals.
• Add hyperlinks and links to different records to view all details right on top of the dashboard.

Availability: Professional and Enterprise Plans

New document generation system

Merge Insightly data with MS Word templates to create professional-looking, branded documents for contacts, organizations, opportunities, projects, and leads. Auto-generate customized documents, personalized letters, and mailing labels for contacts in Insightly in just a couple of clicks.

This feature is especially useful for project managers or professional service agencies who have to generate proposals, presentations, account plans, and other custom documents on a regular basis.

More details:

• Use multiple merge templates for each object type.
• Merge images and content based on Insightly field.
• Customize content with conditional formatting.

Availability: All Plans

For more details, watch the webinar.

For documentation and user guides, check the Insightly Help Center.

To schedule a call with our sales team, call 1-888-999-4039 or email [email protected].

Request a demo

The post New: Product catalogs, Price Books and Quotes, territory maps appeared first on Insightly.

Spoiler alert: after implementing Insightly CRM, businesses grew their annual revenues by 20%. Below are more survey findings across the following categories: productivity, customer insights and relationships, adoption and use, and return on investment.

Increased Productivity

Regardless of business size, workforce automation and the ability to easily integrate existing IT systems with new products and services are critical to ensuring team productivity and sustained business growth. With its key integrations, like Office 365, Insightly allows businesses to automate common tasks and processes, as well as customize their CRM experience, so that teams can easily collaborate and spend less time on mundane administrative tasks and more time on high-impact work and creative solutions for their customers.

So, in order to better understand Insightly’s impact on productivity, we asked survey participants to compare how much time they spent on searching for information and other administrative tasks before and after implementing Insightly and Office 365 integration.

After adopting Insightly CRM, on average, respondents reported spending 1.4 fewer hours per week on administrative tasks, such as searching for information, reconciling different programs, and/or data entry.

Half of the respondents reported improved coordination among marketing, sales, and customer support departments; 49% saw improvement in employee productivity.

76% of respondents reported having more accurate customer, sales, and project data, after adopting Insightly.

Deeper Customer Insights, Meaningful Customer Relationships

Recognizing the importance of customer data in building meaningful relationships and cultivating brand loyalty, we asked our customers how their understanding of customers had changed after integrating Insightly and Office 365.About 67% of respondents reported their understanding of customers improved by “a lot” or “a great deal” after implementing Insightly and Office 365 and, on average, reported managing five additional meaningful customer relationships (per representative).Fast Adoption, Ease of Use

For any CRM — to justify its total cost of ownership and deliver long-term value — user adoption and consistent, as-intended use, are non-negotiable. With that in mind, we asked survey participants to share the time it took them to integrate Insightly CRM and Office 365 and describe their ongoing use of Insightly.

For 50% of survey respondents, it took less than 10 minutes to integrate Insightly with Office 365.

After implementing the integration, 85% of respondents reported “regular” or “high” use of Insightly for day-to-day work. Positive Return on Investment, Growth

Insightly CRM was designed as a turnkey solution for businesses, providing them fast time to value. In our survey, we asked if businesses saw an increase in their revenues and how soon after implementing Insightly they observed results. Here’s what we found.

Those who’d been using Insightly for a year or longer reported more than 20% increase in annual revenue.

Of all the respondents who reported a positive return on investment, 45% saw results within three months after implementing Insightly CRM and Office 365 integration.

For more details on Insightly CRM and the Office 365 integration, including a case study of a healthcare tech company that’s been using the integration to manage customer outreach and ongoing relationships, please read here.

Download the survey results infographic.

To get a personalized walk-through and see the power of Insightly CRM and Office 365 integration first-hand, please request a demo.

Request a demo

The post Grow revenues 20% annually with Insightly + Office 365 appeared first on Insightly.

Here’s a look at the six key CRM features in this month’s release.

System Settings Redesign

Availability: All Plans

The System Settings page is now organized into logical parent categories, such as Security, Objects and Fields, and User Interface, with child categories appearing under each one.

Settings functions are now searchable, so admins don’t have to scan the page to find what they’re looking for.

We’ve introduced sortable list views to settings such as Users and Workflow Processes, allowing admins to quickly sort lists and focus on what’s important.

Custom Fields are now live in Objects and Fields. Read on to learn why.

New Custom Fields

Availability: All Plans

We’ve added five new custom field types available to all Insightly customers.

• Multi-Select Dropdown: Select more than one option in a dropdown!
• Date Time Field: Include date and time in a date field
• Percent Field: Designate a field as a percentage
• Auto-Number Field: Automatically generate a unique number as a record is created
• Lookup Field: Link to another record within custom fields

Additionally, we’ve added decimal functionality to all number value fields.

Field Dependencies

Availability: Professional

Sometimes you have two dropdown fields that relate to each other, and you want to control what options are available in the second one.

To illustrate, let’s say a company sells two different models of cars (Big, Little), and two different models of trucks (Big, Little).

Without Field Dependencies, here’s how the company might define their dropdowns:

Dropdown 1 “Type”:

• Car
• Truck

Dropdown 2 “Model”:

• Little Car
• Big Car
• Little Truck
• Big Truck

This seems like an acceptable solution until we consider a company with, say, 10 categories of products, each with 20 different SKUs. In that case, Dropdown 2 would have 200 options(!), much to the frustration of anyone who has to fill out the record.

Here’s how it works with Field Dependencies.

Dropdown 1 “Type”:

• Car [selected]

Dropdown 2 “Model”:

• Little Car
• Big Car

If you’re so inclined, it’s also possible to chain together as many of these dependencies as you need.

Page Layouts

Availability: All Plans

This is the big one.

With this release, Insightly admins can use the new drag-and-drop interface to design one or more* custom Layouts for each object. Layouts affect the appearance of records when users viewed, created, or edited. This feature is extremely valuable for data security, data accuracy, and end user experience.

Functionality includes:

• Add/Remove fields from Highlights bar
• Reorder fields
• Hide or remove non–required fields from view
• Create, rename, reorder, & hide sections of custom fields
• Make any non-required field read-only
• Make any field required

*On Professional Plan

Layout Assignments

Availability: Professional

With this feature, you can now design functional layouts and assign them to the right user or group of users in your organization.

Insightly customers using Advanced Permissions can create up as many Page Layouts as needed. Then, these custom layouts can be assigned to Advanced Permissions profiles.

From then on, users who bear that profile will only see what they need to see: Sales reps see sales fields, Service reps see service fields. It also applies read-only and required fields settings to that user group for enhanced security and data integrity.

We at Insightly are super excited for this release, and hope you are too. Give it a try and let us know what you think!

As always, we’ve got deep documentation in the Insightly Help Center to help you get started. And if you’d like a demo of any of these Professional CRM features, someone on our Sales team would be happy to help: [email protected].

The post Everything new in Insightly’s April 2018 release appeared first on Insightly.

Custom Objects

The days of one-size-fits-all apps are long gone. Every business is different in how it enables its people, manages its processes, and behaves in increasingly competitive markets. Insightly’s new Custom Objects functionality allows businesses of any size and in any industry to add custom data fields and model every touchpoint of the customer journey. A real estate business can now customize their CRM with property type, seller, buyer, and broker info, and listings; a manufacturing business can keep track of equipment, shipping, logistics, and work order; and so on.

With Custom Objects you can finally build 360-degree view of the customer — all your customer data in one place — and, ultimately, build lifelong customer relationships. As far as the setup and adoption, Custom Objects look and perform like any other object and can be fully and flawlessly integrated with standard/existing fields and workflows.

Feature details:

• Create custom views with up to 200 individual fields and millions of records
• Get support for all 14 distinct custom field types
• Search any field in under 25 ms and update data in under 45 ms
• Customize page layouts with dynamic layout rules
• Use Workflow Automation, including webhooks and lambda functions
• Create custom business intelligence dashboards and cards on top of Custom Objects
• Import from CSV or Excel and update data in Custom Objects
• Deploy new Custom Objects across web, iOS, and Android with just one click

Availability: Professional & Enterprise Plans

Custom Apps

This new feature is all about user adoption and efficiencies, which are critical to a successful CRM implementation and the future-proofing of businesses. The Custom Apps capabilities allow Insightly users to tailor their daily CRM interactions to the very specific needs and individual preferences, at every customer touchpoint.

Salespeople can now create their own view of the application that will provide them with everything they need — standard objects and Custom Objects — to perform their daily functions; service and support professionals can create their specific view; project delivery teams, both internal and external, can create theirs, and so on.

The more in-tune the application experience is to the individual users’ needs, the more likely they are to use it, the more productive they will be, and ultimately, the happier their customers will be.

Feature details:

• Build and deploy new business applications
• Create unique application branding, iconography, and theme
• Use Drag and Drop user interface builder
• Deploy to the Web, Android, and Apple phones and tablets with just one click
• Add any combination of Custom Objects and standard objects
• Add a customized dashboard to each app home page
• Easily switch between CRM and custom apps with App Switcher
• Keep everything safe and secure with fine-grained permissions and security model

Availability: Enterprise Plan

Insightly Voice

Insightly Voice allows users to make and receive phone calls from within their browser software with click-to-call functionality, and makes placing and receiving calls dramatically more efficient with auto-call logging, so no data entry is required.

Feature details:

• Record and store calls automatically
• View call history and follow-up action notes, analytics on call agent productivity
• Set up custom wait greetings, hold messages, and voicemail greetings for each agent
• Listen in for coaching or monitoring

Availability: Professional and Enterprise Plans, United States and Canada at launch, more regions to follow.

User Interface Improvements

With 20+ product refinements, Insightly users can now customize their workspaces with custom logo rendering, last-used column width maintenance, and additional date and time formatting options, to name a few.

Availability: All plans

For more details, watch the webinar.

As always, we’ve got deep documentation in the Insightly Help Center to help you get started.

Request a demo from a representative from our Sales team if you would like to learn more about the new product updates.

The post New features and key platform updates appeared first on Insightly.