Marketing How to use behavioral signals in marketing campaigns Win when you segment your lists based on actions. 01 Apr 2022 Share Sales How does sales qualification work? Learn about sales qualification, why it’s important, and how to qualify leads. 18 May 2021 Share Marketing The future of demand generation Learn how to build a scalable demand gen program that delivers results 05 Jan 2021 Share Sales Traditional vs. predictive lead scoring Which one should you use in your business? 13 Aug 2020 Share Business & tech What is workflow automation? Learn the basics & benefits of workflow automation 16 Jul 2020 Share Marketing How to use lead scoring to make faster sales Learn how to set up lead scoring for your business 09 Jun 2020 Share Sales The new B2B purchase process Learn the six tasks or “jobs” modern B2B buyers go through, according to Gartner 03 Mar 2020 Share Sales What is lead disposition? Learn the basics and benefits of proper lead disposition 30 Jan 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 Marketing 6 reasons why your sales reps are skeptical of web leads Learn how to better manage your web leads 23 Oct 2019 Share Sales Why failing to follow up sends the wrong message to prospects Tips for a more efficient lead management process 16 Oct 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 Marketing 5 SaaS lead generation secrets to try in 2018 The ultimate goal of the SaaS product marketing is lead generation. 29 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 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 5 smart CRM shortcuts to impress your clients Streamline your consulting business and make a lasting impression with customers 24 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 More control for your notifications Stay on top of changes to customer records, deals, etc. 24 Apr 2017 Share Experience the Insightly platform for yourself Request a demo