Best Practices 9 steps to choose the best CRM Learn what to look for in a CRM system. 24 Dec 2021 Share Best Practices The CRM process is flawed. Here is why. Find out how to gain more insights and deliver better experiences with a unified CRM. 11 Dec 2021 Share Sales 5 key CRM integrations in 2021 Let’s explore why you need CRM integrations & which ones are this year’s must-haves. 01 Jul 2021 Share Data & Reporting 3 ways to use CRM data in building customer journeys Get essential tips on customer journey mapping 26 Feb 2021 Share Business & tech Balancing CRM best practices with the need for customizations Here are four steps to help you strike a balance 08 Dec 2020 Share Business & tech How to calculate CRM costs Find out how much you can save by switching CRMs 13 Oct 2020 Share Business & tech How to ensure a smooth transition to a new CRM Use this quick guide to switch CRMs & succeed with your new system 06 Oct 2020 Share Sales New: UI & productivity improvements across all Insightly apps Get more details from the Q3 2020 Insightly product release 01 Oct 2020 Share Sales 6 workflow automation best practices to streamline sales pipeline See how workflow automation can empower your sales reps to close more deals. 22 Sep 2020 Share Sales 4 questions to ask when evaluating CRMs for a midsize business Asking the right questions will help you to find the right CRM for your business 25 Aug 2020 Share Sales Tips for digital transformation in B2B sales Prepare for a successful transition from analog to digital sales processes 20 Aug 2020 Share Sales 4 common CRM assumptions & how to tackle them Learn how to use data & real-world evidence to make objective CRM decisions 18 Aug 2020 Share Sales Switching CRMs vs. staying put Learn how to use data to make the right CRM decision 06 Aug 2020 Share Sales Restarting the customer journey Insightly CMO Tony Kavanagh on how to reset your customer journey 28 Jul 2020 Share Business & tech What is workflow automation? Learn the basics & benefits of workflow automation 16 Jul 2020 Share Business & tech Does your business need both CRM & marketing automation? Learn how to maximize the value of your sales & marketing tech stack 02 Jul 2020 Share Sales How to calculate and forecast your CRM ROI in 2022 Here are 3 things to consider when measuring the ROI of CRM 23 Jun 2020 Share Sales Go beyond features when comparing CRM vendors Here are a few tips to help you evaluate CRMs 18 Jun 2020 Share Sales 7 downsides of running a business without a CRM CRM or no CRM? What are the costs of operating a business without a CRM? 04 Jun 2020 Share Sales 5 common CRM workarounds you should quit now Learn why CRM workarounds are bad for business and how to avoid them 26 May 2020 Share Sales Should you build or buy CRM? Let’s take a look at common build vs buy a CRM questions and considerations. 12 May 2020 Share Sales How to use a CRM for business development Here are three CRM use cases for boosting your business development efforts 05 May 2020 Share Business & tech How to increase transparency in business with a unified CRM Let’s explore how a CRM & other key factors impact transparency in business 23 Apr 2020 Share Sales CRM Requirements: Assess your needs with a CRM checklist Here are a few best practices & a checklist to get you started 09 Apr 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 Data & Reporting How to organize customer data in a CRM Here are a few CRM best practices for customer data management 12 Mar 2020 Share Sales How to set up a lead disposition process Tips to get you started 17 Feb 2020 Share Sales What is a CRM? Learn CRM basics, brief history, & benefits of a unified CRM platform 06 Feb 2020 Share Sales Tips on finding sales-ready leads & planning marketing campaigns Learn how to use marketing automation to grow revenue 16 Jan 2020 Share Sales Tips for fast CRM user adoption Switching CRMs isn’t enough. You need an adoption plan. 08 Jan 2020 Share Sales 5 reasons why companies switch CRMs Based on Insightly customer case studies 18 Dec 2019 Share Sales 4 key steps for sales and marketing integration Learn how to identify & overcome roadblocks to sales & marketing alignment 09 Oct 2019 Share Data & Reporting Top 11 CRM reports in 2019 Here are 11 easy-to-configure CRM reports to guide your decision-making. 04 Sep 2019 Share Company News Manufacturers improve operations & grow annual revenues 18% Results & insights from a survey of 100+ Insightly’s customers in manufacturing. 26 Jul 2019 Share Company News Insightly’s reporting & productivity tools just got more powerful Introducing new reports, platform improvements, and a new help center 04 Jun 2019 Share Sales Why you should abandon “funnel vision” Transitioning from “funnel vision” to a customer relationship journey 29 May 2019 Share Sales What does customer journey mean? Let’s take a closer look at customer journey and customer journey mapping. 20 May 2019 Share Company News Insightly earns another Gartner Customers’ Choice for SFA The recognition is based on the number of customer reviews and the overall user ratings. 09 May 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 Sales How to operationalize sales and marketing alignment How to achieve sales and marketing alignment with cross-functional teams 04 Apr 2019 Share Sales 3 ways to use data for sales and marketing alignment Align your teams with data and shared, measurable KPIs. 13 Mar 2019 Share Sales Sales Blitz: Align Your Sales and Marketing Teams What is a sales blitz? How to run a successful sales blitz? 05 Mar 2019 Share Sales What is sales and marketing alignment? Sales and marketing alignment: people, processes, and systems. 21 Feb 2019 Share Company News New: Product catalogs, Price Books and Quotes, territory maps Insightly unveils new SFA and analytics features in Q1 2019 product release. 19 Feb 2019 Share Customer Authentically yours, Candice Simons Simons redefines creative work and customer relations in the ads industry. 16 Jan 2019 Share Data & Reporting Managing data: Top 3 roadblocks to effective data use (Part 2) Insightly CRM customers share their data management best practices. 09 Jan 2019 Share Sales Time to reevaluate your CRM: 5 warning signs Is it time to reevaluate your CRM? 19 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 Company News Grow revenues 20% annually with Insightly + Office 365 Insightly and Office 365 users report 20% annual revenue growth. 08 Nov 2018 Share Sales 3 CRM misconceptions held by business owners Three common misguided assumptions that businesses make about CRMs 05 Sep 2018 Share Sales 7 things consultants would rather do than work on taxes We can’t change the reality of tax day, we can at least dream 10 Apr 2018 Share Sales Create the CRM playbook of your dreams Create a strong framework that will support your business objectives 03 Apr 2018 Share Sales Selling points for a more agile sales force Total CRM adoption is key to becoming more agile 27 Mar 2018 Share Sales How to convert “doers” into sellers in the sales process Why the implementation team should be your best sellers 20 Mar 2018 Share Sales Business takeaways from last year’s bracket Three business lessons hidden deep within your bracket. 13 Mar 2018 Share Company News New features and key platform updates Bulk editing, enterprise-grade dashboards and more 01 Mar 2018 Share Sales The nominees are in After a great year, show your team how much they really mean to your business 01 Mar 2018 Share Company News Data visualization redefined with dynamic dashboards Rich analytics and executive dashboards for everyone 28 Feb 2018 Share Sales Top CRM trends By 2021, AI tech in CRM will generate $1.1 trillion in revenue 27 Feb 2018 Share Business & tech 7 strategic questions to ask yourself in Q1 Looking beyond the “big wins” of last year, what else worked? 22 Feb 2018 Share Business & tech Insightly CRM meets artificial intelligence Scheduling meetings is time consuming but needs to get done 06 Feb 2018 Share Sales Measuring the true cost of new consulting clients Along with boosting next year’s forecast, new clients help to hedge uncertainty 22 Jan 2018 Share Sales 4 CRM resolutions for the new year Setting a few CRM-related resolutions might be exactly what you need. 11 Jan 2018 Share Sales CRM gift guide for your sales reps Give sales reps the full suite of tools they’ve been asking for 20 Dec 2017 Share Data & Reporting Top CRM best practices: backup & security A technical overview of backup, security, and support CRM best practices 04 Dec 2017 Share Sales 10 outside-the-box ways to use project pipelines As a project advances in stages, Insightly can auto-assign tasks to individuals 29 Nov 2017 Share Sales 8 CRM features you might not be using For sales-driven companies, Insightly’s CRM features can be a real lifesaver 20 Nov 2017 Share Sales 6 questions to consider before you delegate work Define process and peoples roles before implementing technology to support them 13 Nov 2017 Share Sales Why baseball and sales have a lot in common Striking out is the stark reality of both sales and baseball 09 Nov 2017 Share Sales The best of Insightly just got better Tips for converting Insightly into a personal Internet for your business 02 Nov 2017 Share Sales Supertool for Outlook — the new Insightly sidebar Get important information into a usable, consistent format in one location 30 Oct 2017 Share Sales Why Insightly is like having your own business internet Get important information into a usable, consistent format in one location 17 Oct 2017 Share Sales 6 signs it’s time to switch from spreadsheets to a CRM “Keeping busy” isn’t a guarantee for success 09 Oct 2017 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 Sales 10 creative ways to use Insightly CRM voice notes Here are ten ways to take advantage of audio notes 02 Oct 2017 Share Sales 6 reasons to stop using your inbox as a to-do list Some people just can’t break free from the shackles of email 21 Sep 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 Marketing How to scale your content engine with Insightly With the right tools, building a content pipeline is easy 04 Aug 2017 Share Sales Optimize your day with the Insightly mobile app Import contacts, manage your schedule from anywhere 10 Jul 2017 Share Sales Delivery: The culmination of your sales cycle Downstream delivery is as important as managing sales pipelines 06 Jul 2017 Share Sales 5 smart CRM shortcuts to impress your clients Streamline your consulting business and make a lasting impression with customers 24 May 2017 Share Sales 5 time-wasting business habits & how to avoid them Identify time-wasting habits that may have formed in your business 17 May 2017 Share Data & Reporting Why closed-won is just the beginning of business Without the right approach to post sale, adding customers can be quite disruptive 09 May 2017 Share Sales How to convert Insightly into a lead gathering machine Make sure every lead is efficiently funneled into your CRM 03 May 2017 Share Sales Email templates to boost your workflow automation Insightly’s email templates save you time by having standardized messages ready to go with a few clicks. 03 May 2017 Share Sales Insightly search — better, stronger, faster Introducing an upgrade to Insightly global search 26 Apr 2017 Share Sales Why HBO’s Pied Piper needed a CRM for startups What can go wrong when launching a start-up without a CRM 25 Apr 2017 Share Sales More control for your notifications Stay on top of changes to customer records, deals, etc. 24 Apr 2017 Share Sales Increase productivity with workflow automation Learn how workflow automation can increase everyday productivity. 12 Apr 2017 Share Sales Browse other apps on the go without leaving Insightly Rich text editing, sorting fields, in-app browsing and more 30 Mar 2017 Share Experience the Insightly platform for yourself Request a demo