BradEgeland.com #PMP #PPM #project #Agile #cybersecurity #planning #ai #SAFe #coronavirus #virtual #mindmap #remote #COVID19 #scaledagile #fintech #webdesign
  • Welcome
  • Contact
  • Mentoring Contact Form
  • Expertise
  • Blog
  • Find Local PM Jobs
  • Books / White Papers
  • Software / Service Reviews
  • This Week in PM
  • PM Video Series
  • Awards/Recognition
  • Templates & Downloads
  • Clients
  • Professional Services
  • Past Survey Results

5 Reasons Why You Need Insightly as Your Online CRM Solution

7/22/2014

1 Comment

 
Picture
The next installment in my “5 Reasons Why…” focuses on Insightly’s online Customer Relationship Management (CRM) application. Insightly provides customer relationship and project management software to small businesses worldwide. More than 550,000 users in 180 countries leverage Insightly’s cloud-based application to manage customer interactions, leads, proposals, sales opportunities and projects from any device at any time. Designed to work the way you work, I found Insightly is very easy to use, yet powerful and it includes integrations with Google Apps, Microsoft Outlook, Mailchimp, Evernote and more making it an extremely flexible integration into just about any organization. As I perused the Insightly offering, I narrowed the pluses down to these five key features to focus on for this review.

Opportunity Tracking and Project management.  The top reasons people turn to a CRM are organization, efficiency and sales. A business’s major use for a CRM is to manage their contact interactions and sales but what happens to when the product you sell is a service or that your business model revolves around project management, then what do you do? Hearing that this was a big issue, Insightly stepped in and created a CRM with project management integrated, which was the first of its kind. With opportunity tracking you can see incoming business as well as closed deals so you can predict revenue along with the ability to know if a customer is in need of a renewal. You can easily convert these opportunities to projects! With Insightly project management you can assign tasks to people and groups, track projects against milestone dates and receive notifications with reminders, tasks assigned and tasks that are completed.  This capability gives your business the full visibility to see customer journey, from first touch to sale to service received to make sure that nothing was missed and there are no inefficiencies in the process.  

Ease of use.  There are a lot of CRMs out there, and all claim to transform your business into an efficient sales machine. I can tell you from experience that you will not see these success metrics unless your CRM is fully utilized by your company. Insightly has created a system for small businesses that is easy to use and easy to manage so that adoption is fast.  Everyone can easily learn how to use Insightly and how to make it work for them. With this you will see productivity soar instead of getting lost in your CRM.

Contacts and Linking.  Managing contacts is a critical component of a CRM and I found it to be very easy with Insightly.  Unlike many CRM’s which only allow hierarchical relationships, Insightly developed an easy way to create a network of your contacts called linking which allows you to link multiple items to multiple items.  So for example, your contacts might have relationships with multiple companies -- maybe a former employee is not a supplier or a current customer is a referrer -- all this information is important for you to maintain your overall business relationships.  The Insightly interface allows you to create and view these links easily and so all the important contact information you need is at your fingertips. You can also assign tasks to yourself or other team members and have them linked to a contact, so no vital activity is missed.

Email.  Knowing that most people work from their email, you need to use an application that has this seamless integration between email and CRM so that all communications are easy accessible.  Insightly’s great integration with Google apps allows you to not only save an email into Insightly, but to create tasks, contacts, projects, opportunities or events all from your Google GMail. Same goes for Microsoft Outlook 2013 and Office 365. If you don’t use any of those particular email clients, Insightly provides you with an email link to forward any email to Insightly and it will link to the contact of that email address. It’s extremely simple.

Customization and Integration. Certain CRMs have different focuses on either different departments or verticals and are hard to customize. Insightly prides itself on being a general all purpose tracking system which allows you to make Insightly work for your business needs and requirements. Adding custom fields, custom categories, custom stages and more are easy with Insightly. Also Insightly has great integrations with apps like MailChimp, Quote Roller, Evernote, Zapier, and is constantly releasing new ones to give their customers the ability to seamlessly manage all their applications.  They are also working on an integration with Quickbooks Online (available later this year).  Since businesses are changing the way they work everyday why not have a system that is flexible yet powerful like Insightly.

Ready to See for Yourself?

Are you ready to check it out yourself?  You can watch a very informative video on the Insightly product offering and capabilities.  Next, stop by their pricing page to compare your options. You can also instantly signup for a free account and start using it today.


1 Comment
http://www.itsolutionssolved.com.au/zoho-crm/ link
2/2/2018 06:15:07 am

Thanks for the post

Reply



Leave a Reply.

    Author:

    Picture

    Brad Egeland


    Named the "#1 Provider of Project Management Content in the World," Brad Egeland has over 25 years of professional IT experience as a developer, manager, project manager, consultant and author.  He has written more than 7,000 expert online articles, eBooks, white papers and video articles for clients worldwide.  If you want Brad to write for your site, contact him. Want your content on this blog and promoted? Contact him. Looking for advice/menoring? Contact him.

    RSS Feed

    Picture
    Picture
    Picture
    Picture

    Archives

    December 2020
    November 2020
    October 2020
    September 2020
    August 2020
    July 2020
    June 2020
    May 2020
    April 2020
    March 2020
    February 2020
    January 2020
    December 2019
    November 2019
    October 2019
    September 2019
    August 2019
    July 2019
    June 2019
    May 2019
    April 2019
    March 2019
    February 2019
    January 2019
    December 2018
    November 2018
    October 2018
    September 2018
    August 2018
    July 2018
    June 2018
    May 2018
    April 2018
    March 2018
    February 2018
    January 2018
    December 2017
    November 2017
    October 2017
    September 2017
    August 2017
    July 2017
    June 2017
    May 2017
    April 2017
    March 2017
    February 2017
    January 2017
    December 2016
    November 2016
    October 2016
    September 2016
    August 2016
    July 2016
    June 2016
    May 2016
    April 2016
    March 2016
    February 2016
    January 2016
    December 2015
    November 2015
    October 2015
    September 2015
    August 2015
    July 2015
    June 2015
    May 2015
    April 2015
    March 2015
    February 2015
    January 2015
    December 2014
    November 2014
    October 2014
    September 2014
    August 2014
    July 2014
    June 2014
    May 2014
    April 2014
    March 2014
    February 2014
    January 2014
    December 2013
    November 2013
    October 2013
    September 2013
    August 2013
    July 2013
    June 2013
    May 2013
    April 2013
    March 2013
    February 2013
    January 2013
    December 2012
    November 2012
    October 2012
    September 2012
    August 2012
    July 2012
    June 2012
    May 2012
    April 2012
    March 2012
    February 2012
    January 2012
    December 2011
    November 2011
    October 2011
    September 2011
    August 2011
    July 2011
    June 2011
    May 2011
    March 2011
    January 2011
    December 2010
    November 2010
    October 2010
    September 2010
    August 2010
    June 2010
    May 2010
    April 2010
    March 2010
    November 2009

    RSS Feed

Powered by Create your own unique website with customizable templates.