Insightly, an Unbounce company

Today’s message: you are not alone. 🧡 Nearly 80% of professionals suffer from Restless CRM Syndrome. With RCRMS, you may be experiencing: ▶️ Slow page loads ▶️ Enlarged consultant invoices ▶️ Complex UIs ▶️ Exorbitant annual fees ▶️ Moderate to severe frustration There is no need to suffer in silence. Treatment is available for RCRMS in the form of Insightly CRM (CRM Maximus Pipelineum.) Warning! Side effects may include:  ▶️ Increased leads ▶️ A packed pipeline ▶️ Smooth-running projects ▶️ A single source of customer data ▶️ More revenue ▶️ A smiling sales team ▶️ Lasting customer relationships ▶️ Explosive happiness 💥 April 1 is the first day of RCRMS awareness month. Learn more in this video and visit the Insightly website for details.

Looking at you, Unbounce 😉 #merger #joiningforces #besties

Imagine the possibilities: Unbounce, your go-to builder for high-converting landing pages, is joining forces with Insightly, the cutting-edge CRM leader. Together, we’re set to bring you a seamless experience packed with even more innovation. We’re better together—and ready to take your business to new heights! 🚀 #merger #insightlycrm #unbounce

To gate or not gate content? 🗝️ It's the great debate for today's B2B marketers. With 70-80% of the buyer's journey now self-guided, a balance must be struck between consumer preferences for a frictionless experience and marketing's need to capture valuable customer data. Anthony Kennada isn't anti-ungated content. Rather, he sees high-value exclusive (gated) content as the pathway to building an owned, first-party relationship with your audience. ------- Join Anthony this week on Closing Time to learn his 80/20 rule for content and how his company, AudiencePlus, is helping marketers build, engage, and convert owned audiences.

Your likes/comments/shares made a difference! These three GTM pros got the most engagement on their social posts about being named a Go-to-Market Guru. ⭐️ Congratulations, Jen Allen-Knuth, Gurdeep Dhillon, and Kathleen Booth. Insightly is proudly making the following donations in their name. #gotomarket #gtmgurus #2024gtmgurus

It’s the battle royale of the business world. 🤜 🤛 Who comes out on top? Globally, it’s nearly a tie. According to NinjaOne, “Google Workspace tends to be more popular among businesses, holding 50% of the market compared to Microsoft 365’s 45% market share.” Luckily, Insightly loves both. From syncing files, contacts, and calendars to email sidebars and SSO, check out all of the convenient features and integrations available in Insightly, regardless of which team you are on. #crmintegrations #insightlycrm #googlevsmicrosoft 

CRM cheat codes for those who need the reminder... 1) Your CRM is only as good as your data. Bad data in —> bad results out. Invest in data quality from the start, and your CRM will be a goldmine, not a landfill. 2) Automate or stagnate. If you're not using your CRM to automate routine tasks, you're wasting precious time. Automation is your best friend for efficiency. 3) If it's not in the CRM, it didn't happen. Make sure every call, email, and meeting is logged to keep a complete history of customer interactions. (This benefits ALL parties.) 4) Every role should have a distinct view in the CRM. Customize your CRM for each role and create dashboards with the metrics and KPIs that matter most to that person. 5) Track email engagement. Use CRM email tracking to see when customers open your emails and click links—know who’s interested! 6) One-size-fits-all CRMs don’t cut it. Customize your CRM to fit your unique processes and needs with custom objects, fields, alerts, page layouts, and (of course) integrations. 7) Sync up. Integrate your calendar and email with your CRM for seamless scheduling and communication. 8) Learn from lost deals. Analyze lost deals in your CRM to identify patterns and improve your strategy. 9) Set those reminders. Use CRM task features to set follow-up reminders so you never miss a beat. 10) Training isn’t optional. Regular CRM training for your team isn't a nice to have—it's a must. The more they know, the more they’ll get out of the system. What did we miss? #crmtips #crmhygiene #bestpractices

Insightly keeps getting better for you in 2024! Take a look at some of this year's best enhancements in this look-back edition of Insightly Insights. 👇 Get excited to: ✅ Instantly create a new Lead when sending an email ✅ Capture top-quality Prospect data with Marketing Form validation ✅ Gain better insights with 3 new Insightly Service Customer Portal reports This is just the beginning — read the full post and start leveraging Insightly's new features today (🔗 below).

Is your bloated, legacy CRM causing more headaches than solutions? From costly customizations to code-heavy integrations and the constant need for ongoing training...it's no surprise that many business owners like Kris feel they need an advanced degree in quantum physics to manage Salesforce. 🕞 There's a better way to spend your time than relearning how to use your CRM every few months. 💲 There's a better way to spend money than shelling out thousands for consultants. For Kris W., that better way was Insightly. In this episode of Closing Time, hear how Kris said goodbye to complexity and hello to efficiency and success with Insightly's intuitive, all-in-one platform. #customerstory #insightlycrm #salesforcealternative

Sales leaders know the challenge of getting AEs to self-source pipeline. Prospecting is the ugly duckling of sales but when your pipe doesn’t solely rely on marketing, your funnel is significantly stronger and more versatile. This is when real revenue growth happens. If you want your AEs to be motivated to self-source, you’ve gotta set them up for success. Try these few tactics to help. 1 - Set realistic activity targets Your AEs know when activity targets were pulled out of your a**. Younger reps, esp Gen Z, are less likely to follow directives blindly. Use historical company data or industry benchmarks to set objective initial targets. 2 - Explain the “why” Using a sales math calculator, sit with AEs individually to reverse-engineer what activities they need to perform to reach their goals. Reps need to believe these goals are tangible and achievable. 3 - Enable them with training You’ll see a noticeable difference when you tell your AEs to prospect vs. continually enabling them with tactics and tips to help. 4 - Balance competition and support Create friendly competitions among your AEs to spark their competitive spirit. Use leaderboards, rewards, and recognition to highlight top performers. At Insightly, we’re sending the top rep to their event of choice this summer. 5 - Give them the tools they need to be efficient If your AEs are going to self-source pipe, they need to be as efficient as possible in doing so. Your part is supplying them with a killer tech stack (in our case, a killer CRM, Salesloft, 6sense, LinkedIn Sales Nav, Gong, etc.). What did I miss? What works for your team?