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 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 Tips on finding sales-ready leads & planning marketing campaigns Learn how to use marketing automation to grow revenue 16 Jan 2020 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 Why you should abandon “funnel vision” Transitioning from “funnel vision” to a customer relationship journey 29 May 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 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 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 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 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 Experience the Insightly platform for yourself Request a demo