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What is Insightly?

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Insightly is the easiest customer relationship management solution (CRM) to use for managing deep customer relationships. Customers use Insightly’s tightly integrated
CRM & project management features to close new business, track post-sale customer interactions and drive repeat purchases.

Published in: Marketing
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What is Insightly?

  1. 1. an e-book by What is Insightly?
  2. 2. What is Insightly? Insightly is the easiest customer relationship management solution (CRM) to use for managing deep customer relationships. Customers use Insightly’s tightly integrated CRM & project management features to close new business, track post-sale customer interactions and drive repeat purchases.
  3. 3. ...all your critical sales and business info – leads, contacts, emails, events, projects, tasks, sales opportunities and biz reports – are organized and available on your desktop and mobiledevices. With Insightly... And, when all your teammates have the most current customer info at their fingertips, your company sells more and satisfies customers better.
  4. 4. Why should your business use Insightly? Your business needs to be more organized. If contact information is stored in various places (e.g., smartphones, Google accounts, tablets, spreadsheets, business cards) and not easily accessed by you or your team, then you need Insightly.
  5. 5. Why should your business use Insightly? Your business needs to be more efficient. If different people in your company are contacting your prospects and customers several times about the same topic, then you need Insightly.
  6. 6. You think your team could be more effective. You can’t find what you need. You need visibility into productivity. If tasks are falling through the cracks and you don’t have insight into sales team productivity, then you need Insightly.
  7. 7. Why should your business use Insightly? It’s a multi-week project to get a complete picture of your sales. With no sales automation system to track opportunities and their values, it’s probably difficult to get an accurate sales pipeline overview. When you view your sales pipeline and it’s inaccurate by a wide margin, then you need Insightly.
  8. 8. Why should your business use Insightly? Juggling too many projects. If you work in a service industry – like advertising, media, IT consulting, financial services – and you need to make sure all your customer projects are on track, then you need Insightly.
  9. 9. Whether you’re working from your desktop or selling on the go, Insightly’s got you covered. Insightly’s mobile apps allow you to scan cards, check out any customer detail, and create emails while on the go.
  10. 10. Do you live in your email client? Insightly integrates with Gmail and Outlook so you never have to leave your email client. You can enhance your Insightly experience with popular tools like Quickbooks, Dropbox, Evernote, and MailChimp - giving you a single, centralized system to manage your business.
  11. 11. But wait, there’s more! Insightly also helps you deliver on what you sold through project management capabilities. You can easily define project stages or milestones, and assign tasks and workflows, so you’re on top of delivering to your customers. And Insightly has a wealth of popular integrations with tools you already use, like Google Apps for Work, Outlook 2013/Office365, Box, Dropbox, MailChimp, Evernote, PandaDoc, QuickBooks Online, Xero Accounting and more.
  12. 12. And, if that wasn’t enough... ... every account has access to support. Users on our free accounts have access to our online help center, community resources and help documentation, while users on a 14-day trial of our premium plans and paid users have online access to our support team.
  13. 13. We take care of the basics, so you don’t have to. Insightly is safe, secure, and reliable. Your data is encrypted and stored in multiple facilities in different locations to prevent data loss or breaches. Our databases are backed up daily and securely transferred using military-grade encryption. The bottom line is that you can sleep easy with Insightly knowing that your data is safe.
  14. 14. See what our customers and professional reviewers say about us. Don’t take our word for it. Make Insightly yours. Try Insightly for free. No credit card needed andnostringsattached.

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