The Insightly Blog
Explore CRM trends, best practices, and Insightly product news
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Salesforce vs Pipedrive CRM: Head-to-Head Comparison
Customer relationship management (CRM) software is essential for enhancing sales productivity, elevating customer service,
POPULAR
The state of CRM: Choosing the right CRM to align teams
How go-to-market teams create a better customer experience with CRM.
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Business & tech
Salesforce vs Pipedrive CRM: Head-to-Head Comparison
Customer relationship management (CRM) software is essential for enhancing sales productivity, elevating customer service,
Business & tech
HubSpot vs Pipedrive CRM: Head-to-Head Comparison
Customer relationship management (CRM) software is designed to help businesses boost sales efficiency, improve
Best Practices Data & Reporting
CRM Templates: What They Can (and Can’t) Do for Your Business
In today’s digital world, customer data isn’t just important—it’s the backbone of every successful
Data & Reporting Marketing
7 Types of Marketing Automation Data—and How to Use It
Get the most out of this valuable asset.
Data & Reporting Marketing
15 Essential Metrics for Marketing Automation Success
Learn which KPIs help to optimize your strategy—and which you can ignore.
Best Practices Business & tech Data & Reporting
CRM data and data integration
Learn how CRM data integrations work.
Best Practices
Unlocking Financial Perks with Seamless CRM Integration Across Platforms
Finding high-quality prospects and building customer relationships are the daily grind of business—and our
Best Practices Data & Reporting
How Effective Cash Flow Management Sustains Long-Term Customer Relationships
Why cash flow matters to your CRM.
Business & tech Product News
AI features coming to the Insightly platform
See how the user experience will improve.
Best Practices Business & tech
Using Google Products and Apps with Insightly CRM
Google + Insightly = Power
Best Practices Business & tech
Using Microsoft Products and Apps with Insightly CRM
So many ways to work together.
Uncategorized
Microlearning on the go: 6-packs of Closing Time, the show for go-to-market leaders
Learn on the go with Closing Time.
Best Practices Customer
Customizing user experiences: How your CRM adapts to every role in your organization
Explore CRM use beyond go-to-market teams.
Business & tech
Top CRM trends
Use these CRM trends to meet changing business needs & gain a competitive edge.
Marketing
13 Ways to Improve your Marketing Career
What you need to know to advance your career in marketing.
Best Practices Business & tech
How To Ensure Data Security For Your Customers
Safeguarding and securing data is job 1.
Best Practices Business & tech
What we mean when we say “ease of use”
Go beyond jargon and get specific.
Best Practices Business & tech Company News Product News
Software Reviews Report: Insightly vs. Salesforce
See where & why Insightly wins.
Customer
What is ‘time-to-value’ and why is it important?
Learn different types of time to value and how to optimize it.
Business & tech Company News
Top 8 Insightly Competitors in 2024
See how Insightly measures up to other CRMs.
Best Practices Sales
Salesforce vs. HubSpot vs. Insightly
Get the data you need to answer this eternal question.
Business & tech
Top 8 Salesforce Competitors in 2024
Looking for a CRM? Get the details on Salesforce here!
Best Practices Company News
Your MarTech Stack: six changes to expect in 2024
Get ready and then get ahead.
Business & tech
Top 8 Pipedrive CRM Competitors in 2024
See the features of Pipedrive and how they stack up.
Sales
How to calculate ROI of CRM (& improve it too!)
Here are 3 things to consider when measuring the ROI of CRM.
Best Practices Business & tech Sales
5 Reasons You’re Losing Customers (Churn) —And How to Win Them Back
Stop churn to grow your business.
Best Practices Marketing
Marketing Operations Career Path
The skills, the pay, and the roles. Get the details!
Best Practices Marketing Product News Sales
Why choose a marketing automation platform from your CRM provider?
See why 1+1=3 with these applications.
Best Practices
Mastering CRM Evaluation: A Guide for Your CRM Evaluation Teams
Create teams for selection and ongoing evaluation.
Best Practices Company News Marketing
5 Strategies to stand out in a competitive market
Actionable tips from a seasoned CMO.
Best Practices Business & tech Sales
What is trending in CRM? CRM trends for 2024
Ai, Automation and more...get ready for 2024!
Best Practices Sales
CRM Strategy by Business Size
How the process is different - and the same - based on business size.
Business & tech
Revenue Operations / RevOps Career Path: What It Is & How to Get Started
Looking for an in-demand career? This is it!
Customer
3 ways a CRM success plan can help you maximize ROI
How a success plan ensures faster CRM user adoption & more.
Best Practices Customer Sales
Find the right CRM Strategy for your Industry
A cheat sheet to making a CRM strategy by industry.
Best Practices
Why your CRM configuration is vital
Configure your CRM the right way to maximize ROI.
Marketing
Navigating the CRM Customer Journey: From Mapping to Marketing
Explore and understand your customer journeys.
Data & Reporting
Make smarter decisions using business intelligence
How to use business intelligence metrics.
Best Practices Data & Reporting Sales
5 Essential CRM Reports (Plus 6 More You Probably Need)
Explore powerful reports to help your business grow.
Marketing
A 5-minute guide to drip campaign marketing
A review of drip campaigns and how they benefit a business.
Best Practices Business & tech Sales
What is a sales blitz campaign?
A sales blitz can deliver leads...and team unity.
Best Practices Data & Reporting
Which CRMs are HIPAA Compliant?
Explore top brands CRM HIPPA compliance checks for each.
Customer
Cost Of CRM: Get the details here
Initial and ongoing costs of CRM need to be considered. Learn more.
Company News
How Insightly Uses Insightly: The Power of One Unified Platform
We drink our own champagne...see the details!
Best Practices Business & tech
Steal Our Proven CRM Evaluation Checklist: 13 Criteria to Consider, Questions to Ask, & More
Learn what to look for...checklist included!
Best Practices Customer
Improve Sales Pipeline Management with your CRM
Explore the essential tools and reports to win at pipeline management.
Marketing
What is an Ideal Customer Profile (ICP) and why do you need one?
How to use an ideal customer profile to improve & optimize your B2B marketing.
Marketing
The future of demand generation – 2024 and beyond
Learn how to build a scalable demand generation program that delivers results.
Data & Reporting
Intuition vs. data-driven decision making in business today
Learn why businesses should opt for a data-driven approach.
Best Practices
Best CRM Training Strategies to Build a Rockstar CRM Team
See how the right CRM training leads to ROI.
Best Practices
How to Build your CRM Strategy (+10 Example CRM Goals)
Develop your CRM strategy with these easy steps.
Best Practices
CRM Onboarding: Steal Our Battle-Tested Framework
Get the framework for a quick CRM onboarding process.
Best Practices Business & tech Sales
Grab the CRM Audit Checklist we use with Customers
Everything you need to perform a CRM audit.
Marketing
Disruptive Marketing: What it is and how you can benefit from it
Get the basics & tips to kickstart your own experiential marketing efforts.
Best Practices Customer
6 Types of Customers and How to Delight Them
Learn about six customers types and how to meet their needs.
Best Practices
CRM Benchmarks: How to Assess Your CRM Performance
Set your CRM benchmarks with this handy guide.
Best Practices
10 CRM Best Practices to Maximize Sales and Customer Service Performance
Explore these best practices to get ROI on your CRM.
Best Practices
CRM Objectives: 5 Goals You Can Achieve with a CRM
Examine impactful objectives for adopting a CRM.
Best Practices
CRM Implementation Costs: What You Need to Know
Explore the hidden fees that can add up fast.
Best Practices Customer
CRM tracking system: what it means
Using a CRM tracking system to grow your business.
Best Practices Customer
6 ways to improve the customer experience with CRM
Use your CRM to drive better experiences and more revenue.
Best Practices
Drive Your Business Forward with a CRM Email Integration
Work faster when you CRM integrates with your email client.
Marketing Uncategorized
Customer life cycle in CRM
Use the right CRM to move through the lifecycle with your customers.
Best Practices
The state of CRM: Choosing the right CRM to align teams
How go-to-market teams create a better customer experience with CRM.
Data & Reporting Uncategorized
New marketing automation research: 2023
See how B2B marketers are using marketing automation everyday.
Marketing
Why use marketing automation? Exploring marketing automation benefits
Let's take a closer look at marketing automation benefits.
Best Practices
CRM for Hospitals: How healthcare businesses grow
Navigate regulations and processes with the best CRM for hospitals.
Best Practices
Best CRM for QuickBooks: see why accounting software + CRM is a win
With two ways to integrate, Insightly is the best CRM for QuickBooks.
Customer
Build or Buy? How to customize CRM
Customization means a lot of things. Let's explore them!
Service & Support
Best Help Desk Software: Focus on customer experience
How to choose help desk software for your team.
Best Practices
CRM for sales teams: How different sales roles use CRM
Explore the features of a CRM for sales teams.
Best Practices
Best CRM For Software Companies: Choose Insightly for SaaS businesses
See why SaaS businesses choose Insightly.
Best Practices
Best CRM software for Construction Companies: Close deals and manage projects with Insightly
Choose the right CRM for your construction business.
Best Practices
CRM vs. CMS (Contact Management Software): Which Do You Need?
Quickly compare CRM vs. CMS.
Best Practices Product News
CRM dashboards: the best way to get most out of your data
Set your CRM dashboards with this guide.
Best Practices
Research Report: Why Customer Experience is Priority One for Revenue Growth
Report: Customer experience and growth are tied together.
Best Practices
CRM Database: What It Is & How It Improves Customer Relationships
Learn how to drive growth with your CRM database.
Best Practices Business & tech
How CRM Automation Can Improve Sales & Customer Service
How to use CRM automation to automate workflows and give your team more time.
Company News
Bundle & Save: Introducing Insightly All-in-One
Insightly All-in-One includes 4 applications to run your entire business.
Best Practices
How to Manage Email with CRM
Explore 3 tactics for effective CRM email communication.
Business & tech
Cloud-Based CRM: What it is and How It Benefits Your Business
Cloud-based CRM or on-prem CRM? Learn the difference.
Best Practices
3 CRM Models and How They Improve Customer Profitability
CRM models underpin the process of managing customer data.
Best Practices
10 Key CRM Fields Your Team Needs
Explore the ins and outs of CRM fields and identify the essential ones.
Best Practices
Switching CRMs: the No BS, No Headache Guide
Switching CRMs doesn't have to be risky or costly.
Best Practices
ERP and CRM – What’s the difference?
ERP and CRM - using the right tool for the job is essential.
Marketing
What is account-based marketing (ABM)?
Learn the basics & benefits of account-based marketing (ABM).
Best Practices
7 Best Practices for Successful CRM Setup
CRM setup isn't the same as CRM implementation. Learn the steps for success.
Sales
What are the benefits of a CRM?
Improved sales, better retention & more customer insights. Get the details.
Company News
Manufacturers improve operations & grow annual revenues 18%
Results & insights from a survey of 100+ Insightly's customers in manufacturing.
Best Practices
7 Essential CRM Team Roles + BONUS: How to Structure CRM Access
Get these roles filled and you're headed for success.
Sales
What is a CRM? Customer Relationship Management
Learn CRM basics, brief history, & benefits of a unified CRM platform
Best Practices Company News
Video series for go-to-market leaders launches: Closing Time podcast
Meet Closing Time – a weekly video series from Insightly
Company News
Insightly Celebrates Pride Month
It is our goal to celebrate Pride, not only in June, but in day-to-day
Best Practices
New research to help companies choose a CRM
Use data to help make this pivotal decision for your organization
Best Practices Product News Sales
2022 Midpoint: Solving the Top 5 B2B Sales Challenges
5 challenges and actionable solutions for sales leaders
Product News
Q2–2022: Product updates to Insightly AppConnect, Service, Marketing, and CRM
Introducing new Insightly Marketing features in Q3 2020 product release
Best Practices
No-code CRM integrations? Explore Insightly AppConnect
Your CRM is the heart of your business. Integrate it easily with AppConnect.
Best Practices
Why Customer Sentiment Analysis Matters and How to Improve It
Track, understand and improve customer sentiment.
Marketing Product News
How to use behavioral signals in marketing campaigns
Win when you segment your lists based on actions.
Best Practices
CX survey shows companies overestimate customer support satisfaction
Think your team is killing it when it comes to customer service? The data
Best Practices
CRM Implementation: Steal this proven process
Up to 69% of CRM projects fail because of poor implementation. How do you
Service & Support
6 Ways To Make Customer Interactions Matter
Solid customer experiences define brand relationships after the initial sale. A single interaction can
Best Practices
5 Ways To Improve Customer Focus
Examine your products/services from the customer’s viewpoint. Take a few steps on your own
Data & Reporting Service & Support
Single Customer View: What it is and why you need it
SCVs allow cross-functional teams and organizations to use aggregated data to drive higher value
Company News
Feeling the love for your CRM?
Insightly earns a 2022 "Most Loved" award from TrustRadius based on customer reviews.
Service & Support
5 essential customer engagement metrics and KPIs
Which user engagement metrics matter most for your business? Learn which KPIs you'll need
Best Practices
The true cost of a CRM
Most CRMs cost way more than advertised at face-value. Learn how to determine exactly
Sales
The 4 types of CRMs and their differences
What are The 4 Types of Legacy CRMs and How Modern CRMs are Better
Product News Sales
CRM integration: What it is, why is it essential, and 4 key integrations
Integrating your CRM with the tools and apps you use daily unlocks a world
Best Practices
Use these KPIs to optimize your customer service efforts
Learn which customer service KPIs we use to drive our company's success
Best Practices
The CRM process is flawed. Here is why.
Find out how to gain more insights and deliver better experiences with a unified
Best Practices Marketing Sales
How marketers can work more effectively with sales
Here are a few ways marketers can work with sales teams to achieve better
Best Practices Service & Support
Customer service + success: designed to drive exceptional experiences
Differentiating yourself from the competition with customer service.
Service & Support
4 tips for creating a customer-centric experience
How can you push your organization to become more customer-centric?
Service & Support
4 customer service challenges
We discuss some challenging situations in customer service and how to overcome them.
Best Practices
5 customer service skills to build relationships
Learn the skills needed to enhance customer service and lead to strong customer relationships.
Business & tech
What to consider when switching to long-term remote work
Best practices for keeping work meaningful & teams connected
Customer
Level up your strategy by listening to the voice of the customer
How can you use voice of the customer to improve your customer experience?
Customer
How to use workflow automation in customer service
Get five quick tips on using workflow automation to improve customer service.
Marketing
How to do a competitive market analysis
Here are a few tips and a template to do competitive marketing analysis.
Business & tech
4 ways a unified CRM simplifies life for your remote teams
Here’s why adopting a unified CRM can be a smart choice for remote teams.
Business & tech
How to audit your business technology
Tips and best practices to perform a tech audit
Sales
How does sales qualification work?
Learn about sales qualification, why it’s important, and how to qualify leads.
Marketing
Why you should align marketing and customer success teams
The guide to building marketing and customer success alignment
Data & Reporting
How to make the most out of buyer intent data
Learn the basics of buyer intent data, its uses, and benefits for your business
Business & tech
Reconnecting with customers in a post-pandemic world
How to reset your strategy when it comes to everyone you depend on.
Marketing
How to choose the right project management tool
A quick guide on choosing project management tools for your marketing team.
Sales
How to future-proof your sales process & avoid failure
Sales management tips from Insightly VP of Sales Mark Ripley
Sales
5 steps to build a sales process that mirrors the buyer journey
Tips & best practices for improving your sales process
Sales
What is a CRM sales process? Why is it important?
In conversation with Insightly VP of Sales Mark Ripley
Business & tech
How voice search is transforming the user interface
A quick look at how voice search and technology is changing the user interface.
Business & tech
40 tips for remote work
Here's how to stay productive & keep a work-life balance while working remotely
Customer
What is customer churn rate? 5 tips to lower it
Get the tips & start improving your customer retention rate
Business & tech
What is a value proposition? Definition + examples
Learn how to write a value proposition.
Data & Reporting
3 ways to use CRM data in building customer journeys
Get essential tips on customer journey mapping
Data & Reporting
What is a customer data platform?
Learn the basics, benefits, & uses of a customer data platform
Marketing
How to measure marketing ROI
Learn how to calculate marketing return on investment for the short & long term.
Customer
What is customer service?
Learn the basics & get tips on providing a stellar customer service.
Marketing
What is brand awareness?
Get the definition of brand awareness & tips on building a brand strategy.
Business & tech
How to build products you want to use & people want to buy
Insightly CEO Anthony Smith shares product development tips for entrepreneurs
Marketing
How to build an attribution model for your business
Learn how to make your marketing campaigns laser-focused & close more sales
Business & tech
How to scale up as your customers grow
Insightly CEO Anthony Smith shares 3 guiding principles to help scale business
Marketing
What is multivariate testing? When & why you should use it
Get the tips & learn how multivariate testing is different from A/B testing
Marketing
A/B testing: How to identify the most effective marketing tactics
Learn the basics & benefits of A/B testing
Business & tech
Why your CRM should serve your whole organization, not just sales
Top 5 reasons you need a unified CRM to build lasting customer relationships
Marketing
How to launch an integrated campaign
Here are key seven steps to running successful integrated campaigns
Business & tech
Marketing’s role in building a customer-centric company
Insightly CEO on how leadership, technology & strategy shape marketing today
Marketing
What is an integrated campaign?
Best practices for planning & running an integrated B2B campaign
Marketing
Account-based marketing: How to drive success with a unified CRM
Here are 8 best practices to help you maximize ROI of account-based marketing.
Customer
Customer success: How to launch & manage your CS program
Insights & best practices to help you run an effective customer success program
Customer
Customer success program prep: a six-point checklist
Use the checklist to get organized & stay focused as you launch a CS
Business & tech
How to ensure a smooth transition to a new CRM
Use this quick guide to switch CRMs & succeed with your new system
Marketing
New: easily plan, create, test, & track marketing campaigns
Introducing new Insightly Marketing features in Q3 2020 product release
Sales
New: UI & productivity improvements across all Insightly apps
Get more details from the Q3 2020 Insightly product release
Business & tech
6 books that helped me as an entrepreneur
Insightly CEO Anthony Smith shares a few must-reads for entrepreneurs in 2020
Sales
6 workflow automation best practices to streamline sales pipeline
See how workflow automation can empower your sales reps to close more deals.
Data & Reporting
4 questions to help you ensure your mobile CRM’s security
Insightly CMO Tony Kavanagh shares insights on evaluating mobile CRM security
Business & tech
How to eliminate the need for costly CRM consultants
Here are five tips to help you get rid of CRM consulting fees
Customer
3 reasons your legacy CRM is slowing down growth
Get tips on how to use CRM technology to course correct & accelerate growth
Sales
4 questions to ask when evaluating CRMs for a midsize business
Asking the right questions will help you to find the right CRM for your
Sales
Tips for digital transformation in B2B sales
Prepare for a successful transition from analog to digital sales processes
Sales
4 common CRM assumptions & how to tackle them
Learn how to use data & real-world evidence to make objective CRM decisions
Best Practices
5 trends impacting customer engagement
Tips to adapt your customer engagement strategy to current trends
Sales
Restarting the customer journey
Insightly CMO Tony Kavanagh on how to reset your customer journey
Marketing
7 lead scoring best practices to improve your conversion rate
Learn how to improve sales outreach & boost conversion rates with lead scoring
Business & tech
How to approach digital transformation in the new normal
Insightly CEO Anthony Smith on digital transformation in 3 key business areas
Business & tech
What is workflow automation in CRM?
Learn the basics & benefits of workflow automation
Business & tech
From recession to growth: a historical perspective
What can we learn from Netflix & Hewlett-Packard?
Sales
How to find the right decision-makers for B2B sales outreach
Here are a few tips & best practices
Marketing
Content strategy: writing for people or algorithms?
Get the tips on content strategy, including SEO & audience targeting
Business & tech
Does your business need both CRM & marketing automation?
Learn how to maximize the value of your sales & marketing tech stack
Customer
Reevaluating & rebounding
Insightly CMO Tony Kavanagh on preparing for post-pandemic business environment
Marketing
How to use buyer enablement to win more customers
Gartner insights & tips on developing effective buyer enablement content
Customer
How to improve customer experiences using data analytics
Here are 8 ways to get you started
Marketing
How to use lead scoring to make faster sales
Learn how to set up lead scoring for your business
Sales
7 downsides of running a business without a CRM
CRM or no CRM? What are the costs of operating a business without a
Customer
5 rules for customer engagement in challenging times
Insightly CMO Tony Kavanagh shares his insights
Sales
5 common CRM workarounds you should quit now
Learn why CRM workarounds are bad for business and how to avoid them
Data & Reporting
What is data integrity? How to achieve it?
Here are five ways to ensure data integrity in your organization
Business & tech
Navigating uncertain times with the new ‘business as usual’
Insightly CEO Anthony Smith writes about leadership amid the Covid-19 crisis.
Sales
Should you build or buy CRM?
Let's take a look at common build vs buy a CRM questions and considerations.
Sales
Selling while sheltering: how to manage sales & engage customers
Insightly VP of Sales Mark Ripley shares a few best practices
Business & tech
Tips on introducing artificial intelligence in your business
Get a brief AI overview & implementation tips from Insightly CEO Anthony Smith
Business & tech
How to increase transparency in business with a unified CRM
Let's explore how a CRM & other key factors impact transparency in business
Marketing
7 Ways to Adapt your Marketing Efforts During a Crisis
Marketing through a crisis is tough. Here are tips to help you adapt.
Data & Reporting
Customer data: everything you need to know
Let's take a deeper look at different types of customer data & how to
Marketing
12 tips to generate qualified leads from a sales webinar
Here's how to strategically plan, execute, and follow up on your webinars.
Sales
CRM Requirements: Assess your needs with a CRM checklist
Best practices & a checklist for a CRM assessment
Business & tech
How to manage customer input in product development
Here are five key insights from Insightly CEO Anthony Smith
Data & Reporting
How to fix bad CRM data
Bad data happens to good teams. Learn how to keep your CRM data clean
Customer
Top 10 benefits of a unified CRM
Here's our list along with tips on selecting a unified CRM for your business.
Sales
How to use CRM to manage remote work & keep up the sales pace
Tips to keep your team accountable, motivated, & productive
Business & tech
4 steps to building a unified business approach in 2020
How to foster a data-driven culture & collaboration to align business around your customer
Data & Reporting
How to organize customer data in a CRM
Here are a few CRM best practices for customer data management
Customer
7 ways to adapt to shifting customer expectations
How to better manage customer expectations & stay competitive in the digital era
Sales
The new B2B purchase process
Learn the six tasks or "jobs" modern B2B buyers go through, according to Gartner
Marketing
From personalized to humanized marketing
How is humanized marketing different from personalization? How do you humanize a brand?
Sales
Tips on finding sales-ready leads & planning marketing campaigns
Learn how to use marketing automation to grow revenue
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