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...

Insightly
Insightly
Blog Post
  • Let’s start with the numbers and the major problem we face as sales people… or practically anyone who schedules lots of meetings. Sales people spent 20% of their time doing CRM, administrative, and report related tasks in 2015, according to the report State of Sales Productivity. Of that 20%, we can imagine much of that ... Read More The post Insightly CRM Meets Artificial Intelligence appeared fi...

Insightly
Insightly
Blog Post
  • The ultimate goal of the SaaS product marketing is lead generation. The overall success of your marketing campaign whether you are making changes to a website, creating a next piece of content or running Facebook ads will be judged by a number of emails these activities deliver. In the long run, the question you should ... Read More The post 5 SaaS Lead Generation Secrets You Should Try in 2018 ap...

Insightly
Insightly
Blog Post
  • “Yes, let’s move forward with your proposal.” For consultants (like me!), few sentences are sweeter to the ear than this one. In addition to boosting next year’s revenue forecast, new clients help you hedge against uncertainty. After all, you never know when an existing client will decide to unexpectedly change course. As great as new ... Read More The post Measuring the True Cost of New Consultin...

Insightly
Insightly
Blog Post
  • The New Year brings with it a renewed sense of hope and optimism. Will this be the year you land that record-setting contract? Does expansion into adjacent markets represent a growth opportunity for your company? Will that “pet project” you’ve been toying with for years finally become a reality? Business owners across the globe are ... Read More The post 4 CRM Resolutions for the New Year appeared...

Insightly
Insightly
Blog Post
  • Your sales reps add a ton of value to your business. With your sales department playing such an instrumental role, you might want to consider giving them an extra special gift this holiday season. No, I’m not talking about a premium subscription to the ‘jelly of the month’ club. I’m talking about turbocharging your CRM. ... Read More The post CRM Gift Guide for Your Sales Reps appeared first on In...

Insightly
Insightly
Blog Post
  • This is part 2 of a 3 part blog series. Part 2 provides you with guidance on managing duplicate records and bring best practices together with a worksheet to help implement processes in Insightly CRM. Part 3 will explore dashboard reporting.  Part 1 provided a technical overview of backup, security and support CRM best practices. ... Read More The post 5 CRM Best Practices for Insightly (Part 2) a...

Insightly
Insightly
Blog Post
  • In this post, we’ll explore six CRM integrations for Insightly worth trying in 2018. Your CRM is doing some amazing things these days. In addition to tracking all of your leads, contacts, sales opportunities, and tasks, you’ve even deployed a few outside-the-box project pipelines. Yes, your CRM sure is a vital asset for your business. ... Read More The post 6 CRM Integrations to Use More in 2018 a...

Insightly
Insightly
Blog Post
  • This is part 1 of a 2 part blog series. Part 1 provides a technical overview of backup, security and support CRM best practices. Part 2 will provide you with guidance on managing duplicate records and bring best practices together with a worksheet to help implement processes in Insightly CRM. Data integrity is key to ... Read More The post 5 Best CRM Practices for Insightly (Part 1) appeared first...

Insightly
Insightly
Blog Post
  • When you think of the word “pipeline,” what comes to mind? If you’re like most business owners, you probably think of the sales process. Leads, opportunities, and new customers are all top of mind. Although sales pipelines are vital to any company, a “project pipeline” can be equally useful from an operations standpoint. If you’ve ... Read More The post 10 Outside-the-Box Ways to Use Project Pipel...

Insightly
Insightly
Blog Post
  • We all love Insightly. That’s a given. And, for sales-driven companies like yours, Insightly’s CRM features can be a real lifesaver. Contact management, opportunity tracking, and your Insightly mailbox help you close more deals with less effort. Though you’re already getting value from Insightly, you might be missing out on some lesser-known features. In this ... Read More The post 8 CRM Features ...

Insightly
Insightly
Blog Post
  • A project management tool, such as Insightly, can certainly make the delegating work at the office process much easier. Of course, that statement depends on your team’s approach to using the software. No matter how amazing a tool might be, “garbage in” almost always results in “garbage out.” With this in mind, it’s usually a ... Read More The post 6 Questions to Ask Yourself Before Delegating Work...

Insightly
Insightly
Blog Post
  • “No thanks, we’ve decided to stick with our current vendor.” Such words are never easy for a sales rep to hear. Despite your hours of preparation, proposals, and in-person meetings, the prospect decided your solution wasn’t the right fit. Was it something you said? Could you have done something differently? How did you not see ... Read More The post Why Baseball and Sales Have a Lot in Common appe...

Insightly
Insightly
Blog Post
  • New and long-time Insightly users to the customer relationship management platform, recently experienced the latest version of Insightly’s CRM.  From the introduction of visual Kanban drag-and-drop boards to customized list views, customers rave about a variety of product UI and enhancements. Learn more about Insightly’s CRM by attending our upcoming CEO-lead webinar on Wednesday, November ... Rea...

Insightly
Insightly
Blog Post
  • Convention center concessions never win Michelin stars for their wallet extortion beer, shrink-wrapped limp lettuce sub sandwiches, blowfish-puffed chip bags, and hockey puck cookies.  Dreamforce may boast best-in-class swag, but you can’t chew on stress balls, chapstick or organic cotton socks. Don’t hold your caffeine fix hostage to metallic coffee carafes at break-out sessions. Rebel ... Read M...

Insightly
Insightly
Blog Post
  • The web fuels your company with the timely information and business intelligence you need to stay competitive. When are our estimated quarterly taxes due this year? How will the new privacy regulations affect how we interact with customers? Which software is the best fit for our exact needs and budget? In which social media groups ... Read More The post Why Insightly is Like Having Your Own Busine...

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