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This is a major advantage when trying to solve the all-too-familiar challenge of managing fragmented customer data silos.
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Marketing automation and project managementĪlongside CRM and sales force automation, Insightly offers marketing automation plus delivery and project management applications on the same platform. We deep dive into some of Insightly’s most notable strengths below. Really, at the end of the day, Insightly’s strength lies in its unified CRM platform solution with SFA and marketing automation, helping you nurture leads in automated customer journeys.
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The platform also syncs with G Suite and Microsoft Office 365 and offers web and mobile versions for both Android and iOS.
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Native pre-built integrations, open APIs, Webhooks and custom code execution in isolated containers give Insightly users unbounded flexibility to integrate with tools they already use and ones that they would like to integrate.
The platform offers data capture and storage, robust analytical tools, and a long, long list of app integrations to help you streamline your business processes. Insightly builds its CX-first vision into all the classic CRM features you’d expect, like lead routing, workflow automation, contact management, and in-app email with tracking and bulk emailing to lists. With that in mind, Insightly lasers in on helping your business develop customer relationship intelligence.
As Smith notes, customers “want deeper relationships with businesses, ones that go far beyond the purchase transaction.”Īccording to a report by Gartner, businesses should be looking into improving real-time responses and using analytics that drill down through the nuances of the customer journey.Ĭustomer analytics are now the #1 most important tech investment, and CX is king. Of course, streamlining sales and achieving organizational efficiency is still important, but what’s most important is fostering customer relationships of a certain intimacy that will survive disruption by competitors.
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That’s why Insightly’s CRM Software for sales, marketing, service, and delivery is all about tailoring UX for best practice CX.įounded in Perth, Australia in 2009, the company (now based in San Francisco) takes pride in being “the CRM for building lifelong relationships,” a platform primed to meet our tricky, sticky contemporary business landscape, where one misstep can mean your customer walks out the door and over to the next vendor. Meanwhile, companies that work hard on customer intimacy will retain and expand their user bases. The companies that have gone up in smoke, or are well on their way, are those that refuse to move away from legacy systems and sales force automation-centric solutions. In the opinion of Insightly’s founder and CEO Anthony Smith, this is all due to rapidly changing customer expectations. Since 2000, more than half of all Fortune 500 companies have gone under or been absorbed by other businesses.
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