Insightly
Insightly
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  • Your team works really hard. There’s no question about that. But, here’s the big question: are they working smart? As a leader, your team looks to you for guidance on what should (or shouldn’t) get done. Just because a task seemed prudent six months ago, there’s no guarantee that it still is. Therefore, it’s incumbent ... Read More The post 9 Back Office Inefficiencies Worth Automating appeared fi...

Insightly
Insightly
Blog Post
  • This is part 3 of a 5 part blog series. Part 1 Backup & Security Part 2 Data Integrity Part 3 User Adoption Part 4 Dashboard Reporting Part 5 Ongoing Support You just purchased Insightly for your business, you love the layout, all-in-one sales and project features, and you’re ready to introduce the new system ... Read More The post User Adoption: 5 CRM Best Practices For Insightly (Part 3) appear...

Insightly
Insightly
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  • As the founder of a successful software company, I’m sure you’d agree that some of your most impactful feature ideas have originated as customer requests. And, with thousands of users relying on your app each day, it’s safe to say that you never run short of ideas. The big question is this: What’s the best ... Read More The post Converting Sales Intelligence into Stellar Software Features appeared...

Insightly
Insightly
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  • If you’re like me, you probably spend a considerable amount of time reading blog articles, perusing whitepapers, and watching webinars. To remain competitive in today’s fast-paced business environment, we have no other option than to try and stay one step ahead. (Thankfully, there’s an infinite number of educational resources online to help us achieve that ... Read More The post Why Businesses Nee...

Insightly
Insightly
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  • Certified public accountants aren’t the only ones feeling stressed this time of year. Consultants (like me!) and business owners of all types are doing their best to close out last year‘s books, get feedback from their accountants, and file accurate returns. In my experience, preparing for April 15th (or, as this year’s calendar falls, April ... Read More The post 7 Things Consultants Would Rather...

Insightly
Insightly
YouTube Video
  • Selling is the easy part, delivering what you promised your customer?.. that's a different story. http://bit.ly/2GjALTq Insightly Project Management tools give you everything you need to deliver on time, on budget, and exactly what your customer ordered. Every. Single. Time. Request a demo today: http://bit.ly/2GjALTq

Insightly
Insightly
YouTube Video
  • Selling is the easy part, delivering what you promised your customer?.. that's a different story. http://bit.ly/2GjALTq Insightly Project Management tools give you everything you need to deliver on time, on budget, and exactly what your customer ordered. Every. Single. Time. Request a demo today: http://bit.ly/2GjALTq

Insightly
Insightly
Blog Post
  • You’ve taken the first step in the right direction by getting a CRM like Insightly onboard. If you want your sales team to get the most out of their CRM you need to make sure there are clear guidelines in place inthe form of a CRM playbook. Not having a playbook which maps out clear ... Read More The post Create the CRM playbook of your dreams appeared first on Insightly.

Insightly
Insightly
YouTube Video
  • Selling is the easy part, delivering what you promised your customer?.. that's a different story. http://bit.ly/2GjALTq Insightly Project Management tools give you everything you need to deliver on time, on budget, and exactly what your customer ordered. Every. Single. Time. Request a demo today: http://bit.ly/2GjALTq

Insightly
Insightly
Blog Post
  • Despite your dream of an agile sales force, 2018 is shaping up like every prior year in recent memory. A handful of sales reps definitely do their own thing, while everyone else tries to make the best of your CRM. “No thanks, my spreadsheets are working just fine. Just look at my close rate!” Spoken ... Read More The post Selling Points for a More Agile Sales Force appeared first on Insightly.

Insightly
Insightly
YouTube Video
  • The days of spreadsheets, sticky-notes, and cocktail napkins are long gone. http://bit.ly/2ubKtWa Insightly's Contact Management keeps ALL of your relationship information in one place, ready when you are. Everything you need to turn your contacts into lifelong customers. Request a demo now: http://bit.ly/2ubKtWa

Insightly
Insightly
Blog Post
  • Each new customer represents a world of upsell and cross-sell opportunities. Unfortunately, for some companies, the sales process halts within moments of a deal converting into an account. Although there are many possible explanations for this issue, a common cause stems from the divide between sales and frontline operations. In this post, we’ll explore a ... Read More The post How to Convert “Doe...

Insightly
Insightly
YouTube Video
Insightly
Insightly
Blog Post
  • As college basketball season draws ever closer to its culminating event, offices around the country are beginning to buzz with bracket fever. Who will be this year’s Cinderella story? Which #2 seed will be upset by a #15? And, perhaps most importantly, whose bracket will reign supreme? At your office, this time of year is ... Read More The post Business Takeaways from Last Year’s Bracket appeared ...

Insightly
Insightly
Blog Post
  • “This year’s award for best regional sales manager goes to…” It’s safe to say that these words have never been spoken at any red-carpet event in the history of Hollywood. And, perhaps rightfully so. The general population could care less about your company’s sales revenue or top-performing contributors. (Their loss, right?) Despite the public’s lack ... Read More The post The Nominees Are In appea...

Insightly
Insightly
Blog Post
  • 2017 was a big year for the CRM world, we saw the rise of chatbots, and customer data enriched with social media feeds but what are this year’s top CRM trends? 2018 is already shaping up to be an exciting year for CRM users, with talks of AI helpers, unified omnichannel customer service supports, and ... Read More The post Top CRM Trends appeared first on Insightly.

Insightly
Insightly
Blog Post
  • Don’t blink…February is already here. February can sometimes serve as a hard dose of reality. This year was finally going to be the year you realized all those ambitious resolutions. Unfortunately, with January being a month filled full of budgeting, accounting, and other year-end obligations, you probably haven’t had a spare moment to think strategically. ... Read More The post 7 Strategic Busine...

Insightly
Insightly
Blog Post
  • Are you part of the 36 percent of the U.S. workforce currently engaged in freelance consulting? I am, and I’ve been doing so for the greater part of a decade. Consulting offers a number of benefits: flexible work schedules, the freedom to chart your own course, and the opportunity to meet a ton of interesting ... Read More The post 2 Models of Freelance Consulting (And How to Plan for Each) appear...

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