Data & Reporting The ultimate guide to business intelligence metrics Learn which metrics matter the most 29 Dec 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 Marketing How to use lead scoring to make faster sales Learn how to set up lead scoring for your business 09 Jun 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 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 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 Why failing to follow up sends the wrong message to prospects Tips for a more efficient lead management process 16 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 Insightly’s reporting & productivity tools just got more powerful Introducing new reports, platform improvements, and a new help center 04 Jun 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 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: Why customer data is increasingly important (Part 1) How Insightly customers are making the most of customer data. 26 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 Sales Business takeaways from last year’s bracket Three business lessons hidden deep within your bracket. 13 Mar 2018 Share Experience the Insightly platform for yourself Request a demo