Best Practices 9 steps to choose the best CRM Learn what to look for in a CRM system. 24 Dec 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 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 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 Business & tech What is workflow automation? Learn the basics & benefits of workflow automation 16 Jul 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 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 Company News New features and key platform updates Bulk editing, enterprise-grade dashboards and more 01 Mar 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 Delivery: The culmination of your sales cycle Downstream delivery is as important as managing sales pipelines 06 Jul 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 Experience the Insightly platform for yourself Request a demo