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Quickbooks Online Integration
Google Contact and Calendar Sync
Microsoft Exchange Calendar Sync
100 GB Storage
50,000 Rows File Import Limit
400 Custom Fields
Priority Email Support
Personalized Onboarding Sessions
Delivers real-time visibility into your services organization's performance and profitability
Improves on-time project delivery and drives project success rates
Increases resource utilization with advanced resource management functionality
Equips your services team with mobile access to time and expense management
Reduces hardware maintenance costs and upgrade hassles with cloud-based delivery
I first learned about Insightly in researching CRMs for the furniture company, I was heading up marketing and assisting training new sales reps. Teaching old dogs new tricks is no simple task in sales and furniture sales, it's even more apparent. Most seasoned sales reps are anti-computer, so I needed a CRM that was easy to use and simple to reference. Insightly did the trick. I tried several before landing on Insightly. Some have more features but added complications that frustrated my test subjects. Our sales team needed a simple solution to capture customer info and the products they were interested in. The integration with our Gmail powered email service was the biggest selling point. I added it to our account, and everyone was able to add emails sent to the customer directly into the captured customer info in Insightly, so if that rep was to leave, I could reassign that lead to another rep. This came in handy and keeping the customer happy and making the transition to another sales rep seamless. I do wish the follow-up process was more hands off but for the price, it's worth that step's absence. Plus, your sales team should be reviewing their leads on a daily basis anyways, right? You can even test out Insightly with three free accounts and most of the features for free. I think that's pretty awesome as most companies don't let you use it without harassing you mercilessly until you decide to keep it or pass. I used Insightly for 2 months before handing off to the team of 300+ sales reps. And they liked it As with any new procedure, there is some training involved. But sales reps who are organized can see the benefits and adapt rather quickly. I was really surprised at how easy it was to get them to use it. I normally had to fight everyone to get them to use it. But that Google App integration puts it just a click away when anyone within the company was browsing the corporate intranet page I built. Younger sales teams may pose a greater demand on more robust CRMs with all kinds of features. But if you're looking for simplicity and are using the Google Apps for Work platform, I recommend giving Insightly a shot.
Thinking about data, time and business, all are gold to take decisions. To know what is business and what’s not, NetSuite CRM lets you capture all the data inside their modules, to see the real cost of the business to develop and to see the budget necessary to launch for each project. Once you understand this, you can have the decisions on your hands, and you will no longer worry about real cost or approximately cost. Netsuite CRM can integrate all real ongoing operations, within several departments (Sales Force, Inventory and Supply departments, and Infrastructure ). With this tool, you could have the accurate information needed to work on taking decisions, to start something, the integration of all the departments of the company inside this tool could make you run faster through your daily operation. Administration department has their place in this party, so, all departments are important to make your business grow. With this app, you just have to worry about the process, to make this happen.
The integration with several departments is very efficient when you are handling projects inside a projected enterprise. So, you need to integrate several departments with many people involved, and most of the time that people are not there through your door, and you need the exact information from what we have, and what we need to build something, to start a new project.
As a part of the operations department, we use the Location cost Module, and it is a very efficient module for us, we capture all the data collected on our site survey, and the module tell us, the cost, and all the infrastructure needed to build the project, for the customer. If something is missing in our stock, logistics and materials can be awarded of the material needed to buy, all by the same system.
Sometimes, you need to be accurate on your needs, in order to tell the system what you have and what you have to pick in your location surveys, and how to introduce these inputs into the system, so that you can have the information that you need.
Sometimes, this process could be annoying, but it's worth it, you will save so much time and headache pills after all of this. And remember this system is very flexible. Another con for this tool is the speed of working, sometimes it runs very slow, even when you have a high-speed internet connection, so don´t be anxious or desperate when you are working on this tool.
Tuesday 05 March 2013
If you're a small business using Google Apps, you should consider this cloud-delivered application that integrates tightly with Google Apps and Gmail.More about Insightly
Monday 16 May 2011
NetSuite has proven to be a powerful player in delivering business software throughout the global marketplace. The company’s cloud CRM is a powerful solution, and the platform combines marketing automation, customer support, customer service, sales force automation and more into a sales-focused application that can deliver the necessary results.More about NetSuite
Saturday 25 April 2015
I've been quite a happy Insightly user for the past few years. Lately, I had a growing amount of reminders that didn't get sent to my email. I've missed a few critical milestones and lost a few deals because of that. I just didn't get reminder for tasks I managed at Insightly. So I approached Insightly customer support. Never got them to reply sooner than 48 hours post sending the ticket message, and I keep getting replies saying (in short): we can't help you! CRM is such an important aspect of business management, and I can't live with such an attitude. Am now actively looking for an alternative, although I like Insightly approach to CRM and acknowledge the time and effort it will most likely take to make the transition. Even so, can't work that way anymore. Truly am sad to say, I Would not recommend Insightly to anyone.More about Insightly
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