What is the best monday.com alternative in 2022? If you’re looking for the perfect platform for your business in 2022, there’s no shortage of solutions. This can be both a blessing and a curse, especially if you’re more overwhelmed than informed after researching the many options.  In recent years, monday.com has surged to the front of the pack regarding online work management tools, especially for robust teams of marketers, developers, designers and salespeople. As a project management tool, the range of features and integrations is enticing. monday.com is even expanding into the sales a ..read more

Implementing a new customer relationship management (CRM) platform comes with high expectations. After all, a well-designed CRM system has the power to improve sales team productivity, streamline business operations, increase customer retention, generate more sales, and improve the bottom line. Despite these undeniable benefits, analysts estimate that up to 69% of CRM projects fail. That’s because CRM success is about more than just choosing the right software solution. Too often, organizations so get bogged down in researching the best CRM products, top vendors, key features, and essential fu ..read more

Customer relationship management (CRM) is a software system that allows businesses to capture and store business and customer data in a single database. Through reporting and analysis, that data provides businesses with insight into customers’ buying patterns, demographics, purchase history, and personal information such as their needs, challenges, goals and preferences. CRMs help you get to know your customers and forge lasting relationships with them. CRMs automate administrative processes that are otherwise completed manually. This frees employees’ time to focus on prospect and customer int ..read more

You may not be thinking about email deliverability, but you should. Here’s why: You have the perfect email. The subject line is engaging. Not quite click-bait, but not boring either. The pre-header draws you in. The graphic is meaningful and catchy. The text is a masterpiece. And then…it flops.  Why?  Your perfect email never even makes it to the inbox.  You have an email deliverability issue. What is email deliverability?  Email deliverability is the measure of whether or not email is received in a recipient’s inbox. Success: Mail delivered to the inbox. Failure: Mail deli ..read more

Sales, marketing and customer success leaders face the near-impossible task of growing their companies while still staying abreast of industry trends. That task just got a little easier with the introduction of Closing Time, a weekly video series with actionable insights for everyone in a go-to-market role.  What is Closing Time? Closing Time is a weekly video series from Insightly. Insightly hosts will be joined by an industry leader on a weekly basis to discuss a variety of topics for go-to-market teams ranging from revenue targets to tech stacks to hiring tips. Topics include creating ..read more

“Know your customer.” This mantra is at the heart of every customer-centric business strategy. It’s also the key to creating a great customer experience and ensuring long-term customer satisfaction. But what, exactly, do you need to know about each type of customer? Look beyond buyer personas Buyer personas are commonly used to describe the types of people who are likely to buy from you. The problem is, personas are primarily a selling tool—so they aren’t designed to be useful after the initial sale. They don’t offer the right insights to help improve the customer experience, build loyalty, or ..read more

Listening, learning, and amplifying the voices of the LGBTQIA+ community will be the focus for Insightly this month. We’re excited to join in the celebration of Pride.  What is Pride Month? Why June? According to the US Library of Congress, “Lesbian, Gay, Bisexual, Transgender and Queer (LGBTQ) Pride Month is currently celebrated each year in the month of June to honor the 1969 Stonewall Uprising in Manhattan. The Stonewall Uprising was a tipping point for the Gay Liberation Movement in the United States. In the United States the last Sunday in June was initially celebrated as “Gay Pride ..read more

What CRM will you use? It’s a pivotal decision that you want to get right for your organization. Most people approach this decision with a mix of resources: asking colleagues, drawing on past experience, visiting review sites, requesting vendor demos, etc.  These steps are ideal to help you to focus on the problems you are looking to solve and the goals you have. Combining these activities with some objective data will give you an edge to finding the right CRM for your organization.  Research commissioned on CRM selection Insightly recently partnered with Ascend2, a B2B research firm ..read more

As a small business, you’re used to wearing many hats. You understand the value of your time and its impact on generating more leads and turning those leads into customers. Every advantage you gain in this regard can prove vital to the survival of your business. Customer relationship management (CRM) systems simplify the process of managing your customer data and relationships so that you can focus on what you do best. In this post, we will look at how a CRM is vital to your small business and why Insightly is the best platform for supporting your growth. Why your small business needs a C ..read more

In eCommerce, a great customer experience is the key to success. Buyers must feel that you understand their needs and you need to provide them with the most relevant solutions to their problems. An eCommerce customer relationship management system (CRM) gives businesses a tool for unlocking customer data and managing every detail of customer relationships.  In this post, we’ll cover some of the key reasons you need a CRM system for your eCommerce business and why Insightly is the best CRM for eCommerce. Here’s what we’ll cover: Why your eCommerce business needs a CRM How can you benefit ..read more