Insightly vs. Microsoft Access

There are a lot of things Insightly is great with for Career Services but much of my job is updating things manually because Insightly doesn't have a way to help me manage the database the way we need to. We have multiple academic records per students but needed to have fields that are multiselect on our contacts. These are all manually updated which are very tedious and not the best for what we need it to be able to do

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As a Material Purchasing/Planning/inventory tracking application, Microsoft Access serves its purpose well. It's presentation is clean, data entry is simple and the ability to customize search fields is welcome. It does, however, come with some caveats; namely, when setting search filters and the need arises to back up a step or two, with Microsoft Access you have to reset, or "clear all", adding extra steps/time to a query.

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• The ability to set up filters to generate lists based on just the categories I am interested in.
• It's integration with our sales data so we can see customer spending trends across multiple years and seasons.
• The ability to circle back to previous email correspondence to refresh on past conversations with individual clients.

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• Very easy to create entity-relationship diagrams for various tables and designing mock layouts.
• Really easy to navigate as it hold[s] the classic Microsoft UI. Another good thing is that it comes with the complete MS Office Suite.
• It is really fast when joining multiple tables no matter what type of join.
• Works on pretty much same SQL scripts so no need to learn a new language!

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• Once you are immersed in the platform, for all of its integration kudos, the platform became "intuitive" if that is the right word for it. There was some push back from staff on deployment.
• The service and support team at Insightly was very responsive, but it seemed as if they had fielded similar complaints, and slower learning curves than we expected.
• Unfortunately, while all has worked out nicely now and we are very happy with the platform, we had to have additional instruction time for all the staff during onboarding as workflows, dashboards, and pipelines were more time intensive than expected on the demo.

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• Microsoft Access has not really changed at all for several years. It might be nice to see some upgrades and changes.
• The help info is often not helpful. Need more tutorials for Microsoft Access to show how to do specific things.
• Be careful naming objects such as tables, forms, etc. Names that are too long can get cut off in dialog boxes to choose a table, form, report, etc. So, I wish they would have resizable dialog boxes to allow you to see objects with long names.
• I wish it could show me objects that are not in use in the database for current queries, tables, reports, forms, and macros. That way unused objects can be deleted without worrying about losing a report or query because you deleted the underlying object.

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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

I and the rest of my team will renew our Microsoft Access in the future because we use and maintain many different applications and databases created using Microsoft Access so we will need to maintain them in the future. Additionally, it is a standard at our place of work so it is at $0 cost to us to use. Another reason for renewing Microsoft Access is that we just don' t have the resources needed to extend into a network of users so we need to remain a single-desktop application at this time.

Anyone with any experience with a working knowledge of Facebook or using a Windows computer will be able to quickly adapt to Insightly and use it to suit their needs. It can become more difficult to use as a company might have custom workflows or Insightly customer service might need to customize the program to better suit a company's need. A slow introduction to the system is better than having to learn the program quickly. Parts and knowledge build on each other so it hard to grasp all at once. The learning curve for Insightly is 2-3 weeks while mastery comes with time and exposure to the program

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Microsoft Access is easy to use. It is compatible with spreadsheets. It is a very good data management tool. There is scope to save a large amount of data in one place. For using this database, one does not need much training, can be shared among multiple users. This database has to sort and filtering features which seem to be very useful.

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The provider is 100% available, with no downtime, maintenance, or unexpected outages. We have been able to perform solid continuous services for 12 months without any interruptions. We have backups as well, unlike the in-house backup that they keep on their end. I believe they have a very good redundancy and backup infrastructure in case they get any outages.

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I don't think the program has ever failed me. It is one of those programs where there is always a solution if you know where to look.

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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.

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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.

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While I have never contacted Microsoft directly for product support, for some reason there's a real prejudice against MS Access among most IT support professionals. They are usually discouraging when it comes to using MS Access. Most of this is due to their lack of understanding of MS Access and how it can improve one's productivity. If Microsoft invested more resources towards enhancing and promoting the use of MS Access then maybe things would be different.

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Well, we didn’t get the chance to do this in-person training but rather one-on-one online training with HR in-house. There were PowerPoints to discuss as well as video instructions on how to use the app, so it was okay. We were able to play around with it during the training or onboarding session.

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I've used Insightly's online training &/ or learned as I went. I've found the blogs and online written material helpful. I've also attended a few webinars, which can be useful if you use a J-I-T approach so as not to overwhelm you (or your staff) with functionality that you are using just yet. The fact that it's all available on their website and you can learn at your own pace is invaluable

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there is no key idea, since it is easy to implement Microsoft Access

Insightly is significantly better than Zendesk. It is easy to use, pleasant to look at, and makes sense. However, I don't think Insightly is fair now compared to Salesforce. Insightly can do many of the same things as Salesforce, but I've only started on some of these features. Insightly has excellent potential, and its support team drives me to make it what I believe it can be. For the price, I believe Insightly is worth it.

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Excel is a fantastic - robust application that can do so much so easily. Its easy to train and understand. However - excel does not provide a reporting function and that is typically where we will suggest a move to [Microsoft] Access. [Microsoft] Access requires a little more knowledge of data manipulation.

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I don’t have the exact answers for this, but our accounting or finance department negotiates this. They always handle this kind of stuff and negotiate yearly licenses. Usually, they purchase 10 licenses in bulk and ask for a discount in bulk. Other than that, if there are any issues encountered on the app, they account for that. If it’s broken, that’s also taken into consideration when renewing the contract.

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(+) 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.

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Our Customer Success Manager was great. A real professional and knowledgeable about the features and how they worked with our requirements

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• Positive Impact>Visibility is critical when it comes to taking proactive measures within the organization. The Insightly Tool has helped use with that which minimizes costs when it comes to rework. We can proactively plan for upcoming growth and identify areas of improvement.

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• Not having to recreate queries or reports every time you want to use them.
• Once an item is created and saved as part of the database, you save manpower by not having to recreate them.
• ROI from a usability standpoint is great. Solid product with great functionality that requires low maintenance usually.

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