Insightly is presented as a modern, affordable CRM that is easy to use, simple to customize, and that scales with companies as they grow, designed to solve common pain points that legacy CRMs can't. Available in any vertical, Insightly CRM customers can add companion products for marketing automation, customer service, and integrations in the same platform. Insightly has more than a million users worldwide.
$348
per year per user
Oracle Marketing
Score7.5 out of 10
N/A
Oracle CX Marketing (formerly Oracle Marketing Cloud) is a solution designed to enable marketers to plan and execute automated marketing campaigns via email, display search, video advertising, and mobile while delivering a personalized customer experience for their prospects.
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
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
A duration of one and a half years is enough for us to recognize the capabilities of a tool and in my opinion, this one is just a great tool to manage marketing campaigns of even massive-sized firms. Its marketing automation tool and its way of managing campaign and the way it executes digital initiatives is enough to get an inkling of its abilities. Less favorable for the people who want to have something at a cheap price and are more dependent on the reports as its reports have nothing much in detail.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. TR verified that a representative sample of customers was invited. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. TR verified that a representative sample of customers was invited. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. TR verified that a representative sample of customers was invited. More Info
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.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. TR verified that a representative sample of customers was invited. More Info
Integration options outside of auto-syncs. I am currently having an issue trying to find an adapter to use with Eloqua to API into our data warehouse but keep the functionality on the Eloqua side.
To provide more transparency and visual details of the syncs (integrations of outside data) from any other system that is feeding Eloqua, like what is being updated or changed, better explanations of errors, drill down to newly created records.
Custom Objects - Need to have a way to create CDOs outside of just form submissions and uploading of lists, like if you needed to import a file nightly to feed that CDO data but automate the import and make sure it maps to a contact record.
Import of data from a file on SFTP - There is no way to filter or create logic to control what is being fed into Eloqua. Currently, that manipulation has to be done by the IT side first. Less flexibility.
Better auditing capabilities within the canvas. meaning, sometimes if something is changed or not working the problem may not necessarily show up in immediately, the pattern could take a while to present itself. For example, the feeders into the program. If there is a problem, I don't know that maybe contacts are not entering the program until we do reporting that month and realize there was a lull of contacts going through. Then we have a whole month of missed records or other potential data issues. When you get do large and your Eloqua machine is very robust, the harder it is to see everything
Be able to add more than 250 custom contact records. That definitely inhibits my organization in how we need to use that record.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. TR verified that a representative sample of customers was invited. More Info
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
We have been able to automate so many marketing processes with Eloqua over the past 5 years that the only direction would be to adopt the latest and greatest features Eloqua adds. The alternative would be to go back to the marketing stone-age and start over again. And we would rather move forward with increased automation and efficiency.
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
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. TR verified that a representative sample of customers was invited. More Info
Personally, I find it quite easy to use. But for those members of our team who have little or no testing experience, it's been a bit more difficult. There's also training required for development teams in order to have your campaigns coded and set up in the most efficient way. Our developers have been able to do basic and intermediate tests with no difficulty, and they find the interface itself quite intuitive... it's just the extremely complex tests that require a bit more understanding.
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.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
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.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
There are occasional complaints about slowness to refresh a screen or build a report. However, this is as much a factor of network access speeds as the system itself, since often the complaints occur when someone is accessing on a wireless network.
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.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
We found that we often were telling support people how the system worked. Because we were on E9 that created a lot of support issues as well since few people on the support team seemed to know how E9 worked. That was mostly okay except when we had major system issues (like SSO preventing us from logging in after an update), it became really hard to get answers that weren't vague. It was always the issues that had the highest visibility within the organization (like with Sales) that seemed to take forever to resolve and didn't have a clear escalation path. When Oracle switched Eloqua over to the Oracle support portal it just got worse
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
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.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
They offer very basic classes which are required for master certification.
After having been through it, I would not consider anyone with a master certification any more qualified, unlike Salesforce.com certification which is a more difficult thing to acquire. For example, one of the classes towards certification was around social media. I would have expected examples of how to incorporate into campaigns in the product, with a demo and hands-on test. Instead, it was a powerpoint slideshow that went on way too long and covered really basic stuff like “what is Facebook, what is Twitter”
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
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. TR verified that a representative sample of customers was invited. More Info
Ok, so, this sounds like it could be horrible because it was all remote, but we loved it... the Adobe training environment was easy to use, and the trainers were engaging. It was simple to switch back and forth between the meeting and the hands-on exercises in their training instances. We took the fundamentals training early in our implementation-- before the consultants came onsite-- and I know this made a big difference in our implementation, because we were able to ask informed questions throughout
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A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. TR verified that a representative sample of customers was invited. More Info
I give it a 10 because the only issue we had was a result of not following the guidance we were given. Maxymiser provided a customized implementation guide for each site where we were adding the code. On our site implementations when we followed that guide to the letter, it was extremely fast and easy and has worked very well.
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.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
It was quite complex to generate segments with Adobe analytics and I wasn’t personally satisfied with the overall performance of Adobe Analytics and wasn’t enough flexible in any way. So we decided to switch to something else better than Adobe Analytics and is available in the market at a cheap rate and we ended up doing our research for the most suitable tool at Oracle Infinity and we don’t regret our decision.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. TR verified that a representative sample of customers was invited. More Info
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.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
(+) 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.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. TR verified that a representative sample of customers was invited. More Info
Eloqua is definitely good for larger companies that have 100,000+ contacts and complex marketing workflows and data. Personalization is fairly robust with Eloqua for larger campaigns with smart content and features. Scaling across channels is also seamless - as the platform has great options for non-email channels like SMS, Direct Mail, Chat, etc.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
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.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
We are able to use it to help our clients scale through testing
We have been able to measure the impact of our events and sales events so we can determine which events to continue in the future and determine future investment
Launch a new brand out of Eloqua and measure awareness
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. TR verified that a representative sample of customers was invited. More Info
