Likelihood to Recommend Insightly is very well suited to track steps in a particular process. It is also very easy to connect contacts, organizations, requests, and projects. It is great for storing data in a way that is easily referenced. It is a helpful tool for facilitating team collaboration. The connectivity to our website forms is also very useful. It is less appropriate for tracking financials as far as invoicing and payments.
Read full review SAP Sales CLoud is not useful in cases where it needs zero downtime upgrades or new monthly releases or micro frontends.Although it is great for any cloud deployments, provides a unified view for the customers. Helps in AI insights recommendations and analytics. It is also optimised for mobile . It is robust and a highly scalable cloud plaform
Read full review Pros Support>It feels like a partnership and support is a critical asset to consider when adopting new tools Customization>The ability to customize with custom objects has allowed us to utilize Insightly in unique ways. Customer Feedback>They very much are interested in soliciting client feedback when it comes to product planning. Read full review Help sales teams decide based on relevant data Provide a framework to guide sales teams on activities such as status updates, customer success, sales qualification, etc Reduce manual work by predictive analysis, that is, by understanding when a template can be helpful, updating a manager on a finished task, etc Read full review Cons There are some minor glitches such as the screen freezing up. You can fix this by refreshing the page and it doesn't happen often but when it does, it does disrupt the flow. Pulling a report from multiple objects is limited. You have a lot of options but there are some things you want to be able to pull in together and you can't. Items such as Contacts and Organizations don't always link together. Read full review One area of concern is the many data silos that are present within SAP sales cloud While creating filters for accessing sales lead reports, the accuracy is missing sometimes. The product is quite vast and a lot more learning material and knowledge base documents are required. Read full review Likelihood to Renew Insightly offers a great product; it's the right fit for our company at this time. We were, however, considering moving to Contactually due to their cost effective automation features. However, they lacked the project management capabilities of Insightly. As our company grows, we would love to stay with Insightly - and if they can nail the automation and add the ability to customize a little bit more, it would be the perfect solution for us. For a larger company with a more involved sales team, you might find the metrics/reporting to be a bit basic. Insightly offers great customer service even to free customers
Read full review SAP sales enables organizations to manage their sales activities, such as inquiries, quotations, orders, deliveries, billing, and payments. Also integrates with other SAP modules, such as finance, logistics, and marketing, to provide a comprehensive solution for managing the entire sales cycle. thats makes SAP a good choice
Read full review Usability The reports are easy to customize and generate within seconds. The pipeline clearly shows what is going on with the order, so we don't have to waste time frequently checking in. The database helps us quickly look up a healthcare provider's NPI so we can add it to the order and verify eligibility for insurance.
Read full review In short, SAP CRM is a complete service that will help improve marketing strategy and productivity. It covers various topics, from big data analytics to resource management and housing sales data. SAP CRM has a long list of features and can do them all.
Read full review Reliability and Availability Knock on wood... I haven't had any difficulties with Insightly's availability to-date. I mostly use it on my desktop and infrequently access via my Android phone. No access issues.
Read full review Product was mostly available. A couple accessibility issues did exist when sending API calls, and there was either no response, or a delayed response.
Read full review Performance Pages normally load quickly, but every now and then, as entering updates to fields, it take a while to update. Sometimes even after refreshing the screen, we have to exit and go back in to get the fields or queries to update.
Read full review Support Rating We have used Insightly for almost 2 years now. We have always been able to get in touch with support for a variety of reasons and they have never disappointed us. The support staff have always been very understanding. They have assisted with answers to our questions and have provided great tech support. We would highly recommend them.
Read full review SAP's customer service is quick and efficient, with a response time of fewer than some minutes. In either case, you'll get instant help from the vendor or online forums. In addition, the vendor provides excellent global support for this tool. Like
Salesforce , SugarCRM, etc., it's probably fine as a standalone CRM option.
Read full review Online Training Insightly is a very useful tool, it has the essential capabilities that a company need. Easy to use and very intuitive, so, you don't need tutorial or extra documents. Navigation inside the platform is quite simple. You will be able to store your client's information, about your potential business opportunities, organize teams and users and, connect your emails
Read full review Training was mostly completed over a couple conference calls, and reading the API documentation. Our developers were able to implement quickly after reading the documentation.
Read full review Implementation Rating did not participate in the implementation of this product did not participate in the implementation of this product did not participate in the implementation of this product did not participate in the implementation of this product did not participate in the implementation of this product did not participate in the implementation of this product
Read full review The API documentation is good. Development team was able to implement in under two weeks, and normally we were told it was a 12-14 week process.
Read full review Alternatives Considered Insightly has far more modern applications than
GoldMine . It allows for more customizations. Our reports are nicer looking and it seems much more user friendly. Insightly also seems to be more than just sales focused.
GoldMine seemed to really be geared more towards a sales staff. Insightly has more capabilities for our future needs as well
Read full review We went with SAP Sales Cloud over
Oracle Sales Cloud because it just clicks better with our way of doing things. SAP is like the superhero of sales software – it plays super well with all our other systems, grows with us as we get bigger, and gives us really smart insights into our sales. Plus, it's easy for our team to use, and we can tweak it to fit exactly how we work. While Oracle is good, SAP is like the perfect fit for our sales superhero team.
Read full review Contract Terms and Pricing Model My boss handles this but I think it has been fine.
Read full review Scalability (+) Being able to download my LinkedIn connections was a huge benefit. (+) I use the task function to stay on top of my follow-up activity which is another positive feature. (+) The sorting capabilities also help me pinpoint the contacts that I need to stay on top of. (-) When I add a new lead from an existing organization, I would like the organization's information to automatically populate the fields like address, website, description. I enter all that information manually. (-) My mass mailing experience has been tedious due to the email function being interrupted and crashing due to bad email addresses in some of my records. (-) Many of my leads do not have current email addresses. I wish Insightly offered a tool to help find email addresses. I spend too much time researching to find email addresses.
Read full review As a cloud-based solution, SAP Sales Cloud provides the flexibility to scale resources based on demand. Organizations can easily adjust their usage and storage requirements without the need for significant infrastructure changes. SAP Sales Cloud is designed to integrate seamlessly with other SAP solutions, such as ERP systems and marketing automation tools. This integration ensures a cohesive ecosystem across various business functions, contributing to overall scalability.
Read full review Professional Services Our Customer Success Manager was great. A real professional and knowledgeable about the features and how they worked with our requirements
Read full review Return on Investment We started using Insightly to organize our company, and it's done just that and more which provides value that money cannot buy. Insightly allows our sales team to stay on top of sales leads more so than doing so without it, which in turn creates more sales opportunities. Read full review Positive Impact: SAP Sales Cloud can lead to increased sales efficiency by automating manual tasks, streamlining workflows, and providing real-time access to customer data. This can result in sales teams spending more time on revenue-generating activities. Negative Impact: The initial costs associated with implementing SAP Sales Cloud, including licensing, customization, and training, can be significant. If not managed properly, this may impact the short-term financials and the expected payback period. Negative Impact: The comprehensive features of SAP Sales Cloud might result in a steeper learning curve for users. If not addressed through adequate training and change management, this complexity can temporarily impact productivity. Read full review ScreenShots