Likelihood to Recommend CongaGrid is well suited to any data hygiene application as you can review, filter, select and apply changes across multiple fields. It is also well suited to any process where a user wishes to view data, then take action on one or multiple records within the list. It alleviates the need to set up custom report types, as cross-object filtering and reporting can be done through CongaGrid. Anything that you might wish to do using a spreadsheet with macros & cell or row or column formatting can be done in
Salesforce using CongaGrid. For simple analysis of data,
Salesforce reports and dashboards are usually more effective with abilities to chart data.
Jack Borland Senior Manager, Salesforce & Marketing Automation Operations
Read full review 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 Pros Allows recruiters to service candidates within a radius of a desired city/location Allows recruiters to see multiple fields/information on multiple candidates at once Allows for easier ranking/sorting by salary, years of experience, etc Read full review 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 Cons Sometimes Conga goes slower when using it at a high volume Being able to pull more data through LinkedIn and Indeed Job match function Read full review 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 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 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 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 Performance The interface is very user friendly and easy to navigate. Reports can quickly be made, including custom fields.The website response has always been quick to load and has never been unavailable when I have needed access. They listen to requests for additional or custom features, and they hold workshops frequently to assist new and experienced users.
Read full review Support Rating In general, Conga is a strong company with a depth of talent in its support team. However, when new releases occur, the changes can be somewhat jarring to users as the interface does not offer the ability to hide or show messages related to the changes - all users get the same messaging from Conga around changes to their tool.
Jack Borland Senior Manager, Salesforce & Marketing Automation Operations
Read full review 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 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 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 Alternatives Considered I've only used
Salesforce before and am now using Conga ActionGrid. Although
Salesforce is great, it is only used to log candidate information and then log actions that have been performed. With Conga ActionGrid, we are able to log more specific details about candidates, activities and follow up items. Conga ActionGrid provides more tools that would benefit many departments
Read full review 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 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 Return on Investment It has benefited us positively, as I stated earlier- it allows us to filter down results of 65,000+ candidates to a search of 1-100 candidates. Read full review 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 ScreenShots