Social Media
Insightly
About Us video
1. **Insightly CRM Purpose:** - Designed to help small businesses easily manage important client and customer relationships. - Aims to address the challenge of remembering years of interactions, sales, and connections. 2. **Key Features:** - Offers a powerful and intuitive CRM system. - Automates various tasks to allow users to focus on improving their business. - Manages contacts, emails, important dates, and sales opportunities. 3. **Comprehensive Functionality:** - Provides critical features such as calendaring, event scheduling, tasks dashboard, project management, workflow, reports, and customization. 4. **Mobile Accessibility and Integration:** - Mobile apps enable users to access and manage information on the go. - Integrates with popular platforms like Google Apps, email, Evernote, Mailchimp, and social media channels. 5. **Free Trial and Ease of Adoption:** - Encourages users to try it for free, emphasizing the potential for improved efficiency and collaboration. - Invites users to get everyone on the same page and suggests that trying Insightly is an opportunity to elevate one's business game.
Insightly
Product Walkthrough
Insightly
Demo video
- **Sales Pipeline Management with Insightly CRM:** - The importance of mastering sales pipeline management, especially in B2B scenarios with extended sales cycles. - Insightly CRM is highlighted as a modern tool for effective sales pipeline management. - The CRM allows mapping out sales processes, ensuring consistent and efficient execution by the sales team. - **Key Features of Insightly CRM:** - Overview of opportunities stored within the CRM, providing details like progress, owner, and projected close date. - Kanban-style view available for both teams and individual members, offering a quick glance at deals assigned and a bird's eye view for managers. - An expanded view provides actionable details about a specific opportunity within the same window. - **Configurable Pipeline Stages:** - Administrators can configure or update main pipeline stages based on the unique needs of the business. - Emphasis on each stage not only describing deal progress but also outlining specific actions for the sales team. - **Automation with Insightly CRM:** - Insightly allows the application of automated activity sets to pipeline stages, creating tasks and triggering events for the team. - Example: Automated reminders for follow-up actions like emails or phone calls after completing a product demonstration. - **Comprehensive Reporting and Post-Sale Management:** - Insightly enables the generation of sophisticated reports on opportunity progress through pipeline stages. - Post-sale project management is seamlessly integrated into the CRM, aligning teams around best practices beyond the initial sale. - Smart alerts notify key stakeholders based on specific criteria, enhancing benchmark reporting. Note: The video in the description provides additional information on post-sale project management in Insightly, and resources are available to help users get started with optimizing their sales and project management processes.
