Data & Reporting Single Customer View: What it is and why you need it SCVs allow cross-functional teams and organizations to use aggregated data to drive higher value business outcomes and provide high-quality customer experiences. 18 Feb 2022 Share Best Practices The true cost of a CRM Most CRMs cost way more than advertised at face-value. Learn how to determine exactly how much you’ll spend when all is said and done. 28 Jan 2022 Share Best Practices 9 steps to choose the best CRM Learn what to look for in a CRM system. 24 Dec 2021 Share Best Practices Use these KPIs to optimize your customer service efforts Learn which customer service KPIs we use to drive our company’s success 22 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 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 Business & tech How to audit your business technology Tips and best practices to perform a tech audit 25 May 2021 Share Data & Reporting How to make the most out of buyer intent data Learn the basics of buyer intent data, its uses, and benefits for your business 11 May 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 Business & tech Top CRM trends for 2021 Use these CRM trends to meet changing business needs & gain a competitive edge 11 Mar 2021 Share Marketing How to automate customer journeys Here are four marketing automation tips 09 Mar 2021 Share Marketing Why you need an ideal customer profile How to use an ideal customer profile to improve & optimize your B2B marketing. 04 Mar 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 Data & Reporting What is a customer data platform? Learn the basics, benefits, & uses of a customer data platform 18 Feb 2021 Share Customer 5 ways to deliver the best customer service Tips on becoming a customer-centric company 16 Feb 2021 Share Marketing How to measure marketing ROI Learn how to calculate marketing return on investment for the short & long term. 05 Feb 2021 Share Customer What is customer service? Learn the basics & get tips on providing a stellar customer service. 03 Feb 2021 Share Marketing How to build an attribution model for your business Learn how to make your marketing campaigns laser-focused & close more sales 19 Jan 2021 Share Data & Reporting The ultimate guide to business intelligence metrics Learn which metrics matter the most 29 Dec 2020 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 Marketing What is multivariate testing? When & why you should use it Get the tips & learn how multivariate testing is different from A/B testing 02 Dec 2020 Share Marketing A/B testing: How to identify the most effective marketing tactics Learn the basics & benefits of A/B testing 24 Nov 2020 Share Business & tech Why your CRM should serve your whole organization, not just sales Top 5 reasons you need a unified CRM to build lasting customer relationships 19 Nov 2020 Share Marketing How to launch an integrated campaign Here are key seven steps to running successful integrated campaigns 17 Nov 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 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 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 Data & Reporting 4 questions to help you ensure your mobile CRM’s security Insightly CMO Tony Kavanagh shares insights on evaluating mobile CRM security 15 Sep 2020 Share Business & tech How to eliminate the need for costly CRM consultants Here are five tips to help you get rid of CRM consulting fees 10 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 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 Data & Reporting Intuition vs. data-driven decision making in business today Learn why businesses should opt for a data-driven approach 11 Aug 2020 Share Marketing 7 lead scoring best practices to improve your conversion rate Learn how to improve sales outreach & boost conversion rates with lead scoring 23 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 Data & Reporting What is data integrity? How to achieve it? Here are five ways to ensure data integrity in your organization 19 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 Business & tech Tips on introducing artificial intelligence in your business Get a brief AI overview & implementation tips from Insightly CEO Anthony Smith 28 Apr 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 Marketing 7 Ways to Adapt your Marketing Efforts During a Crisis Marketing through a crisis is tough. Here are tips to help you adapt. 21 Apr 2020 Share Data & Reporting Customer data: everything you need to know Let’s take a deeper look at different types of customer data & how to manage it 16 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 Data & Reporting How to fix bad CRM data Bad data happens to good teams. Learn how to keep your CRM data clean & useful. 01 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 Sales How to use CRM to manage remote work & keep up the sales pace Tips to keep your team accountable, motivated, & productive 19 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 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 Sales What is a CRM? Learn CRM basics, brief history, & benefits of a unified CRM platform 06 Feb 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 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 Customer Rethinking customer retention Let’s review four key elements of customer retention strategy 29 Aug 2019 Share Marketing Step-by-step guide to launching digital marketing Let’s explore the first two steps in building a digital marketing plan. 19 Aug 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 Business & tech Engineered from the ground up Get a glimpse of Insightly engineering and architectural initiatives 30 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 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 Data & Reporting Managing data Part 3: How to accelerate revenue growth with data Customers use data management to make data-driven decisions. 07 Feb 2019 Share Data & Reporting Making the best use of customer data How smart data collection and use help build lasting customer relationships. 30 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 Data & Reporting Managing data: Why customer data is increasingly important (Part 1) How Insightly customers are making the most of customer data. 26 Dec 2018 Share Sales Time to reevaluate your CRM: 5 warning signs Is it time to reevaluate your CRM? 19 Dec 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 Business & tech How enterprise tech can empower midsize enterprises Learn five key factors in developing tech solutions for midsize companies. 18 Oct 2018 Share Sales 3 CRM misconceptions held by business owners Three common misguided assumptions that businesses make about CRMs 05 Sep 2018 Share Sales 9 back office inefficiencies worth automating Always be thinking about how to do things better 08 May 2018 Share Data & Reporting Why businesses need business intelligence BI refers to software tools that are used for visualizing important metrics 17 Apr 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 Company News Data visualization redefined with dynamic dashboards Rich analytics and executive dashboards for everyone 28 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 Sales 4 CRM resolutions for the new year Setting a few CRM-related resolutions might be exactly what you need. 11 Jan 2018 Share Data & Reporting Top CRM best practices: data integrity Here are 5 ways to deduplicate records in Insightly 18 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 Supertool for Outlook — the new Insightly sidebar Get important information into a usable, consistent format in one location 30 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 Data & Reporting Why data silos are bad for business Tips for identifying data silos in your business 06 Sep 2017 Share Sales Optimize your day with the Insightly mobile app Import contacts, manage your schedule from anywhere 10 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 Data & Reporting 10 most important CRM reports & how to use them Make better decisions with predefined and custom reports and dashboards 17 Apr 2017 Share Company News Insightly is now SOC Compliant Insightly has controls in place to ensure that your data is safe and secure, our SOC 2 certification proves it 26 Jul 2016 Share Experience the Insightly platform for yourself Request a demo