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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
Sales automation and forecasting
Marketing lead management
Call center automation
Reporting & Dashboards
Cloud or on-premise deployment
Unlimited Studio customizations
Unlimited online support
Support for MySQL and SQL Server (On-Site)
Revenue Line Item Level Opportunity Tracking Forecasting
Product Level Quotes
100 Concurrent Customer Self-service Portal Users
SQL-Based Reporting Access
Support for Oracle and DB2 (On-Site)
12x5 (hours/days) Email and Phone Support
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.
Sugar CRM is one of the best open source CRM software in the world. It is one of the most customization friendly CRM which can be tweaked according to needs of sales, marketing and other teams. Even without customization, Sugar CRM caters to most of the needs of sales, marketing and customer support departments. Complete customer profile and past interactions are available on Sugar CRM interface. It even integrates with various social media platforms and pulls all the information so that customer support and sales teams know about the customer and their views about their company. Everything can be tracked from what campaigns the customer was targeted, whether customer was exposed to the campaign and what services or products the customer is interested in.
Sugar CRM offers complete customization facility using Sugar Studio. Sugar Studio is a web based tool which helps to add custom functionalities or remove any functionality from the dashboard. This offers customization at the most granular level. Everything from a screen to a particular logic can be modified to suit or match the way your enterprise or teams work. Sugar CRM offers a free community version for the small and medium organizations and a commercial version which can be hosted on the company’s servers for higher security of your customer data. Sugar CRM has also launched Sugar Exchange where commercial CRM version users can find a host of third party applications to enhance the functionalities for their CRM. Sugar CRM offers a broad set of APIs which enables it developer partners to develop a large number of applications that can seamlessly integrate with Sugar CRM. Even the source code is available to the developers being an open source which makes these third party applications a lot better.
There is a minimum requirement of 5 users and a subscription of one year for all paid versions. This is a deviation from the industry standards where most of the CRMs require a commitment of only 1 user. It restricts small and medium enterprises to use Sugar CRM. Customer support is not uniform for all the versions. Telephonic support should be available for all the customers with paid versions rather than only to customers with Enterprise or Ultimate versions.
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
Wednesday 31 December 1969
SFA is very sales-process oriented. The natural account sales stage progression—from a suspect to a lead to a contact to an opportunity and to a win or a loss—can be accomplished with one or very few clicks and from single instance page views. The user interface is uncluttered, simple and gets the job done in a minimum number of keystrokes, but as mentioned it lacks the inviting user experience of a Web 2.0 or consumer technologies application.More about SugarCRM
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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