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.
$0
per month Up to 2 users
Polycom RealPresence Group Series
Score 6.1 out of 10
N/A
The Polycom RealPresence Group Series is a video conferencing codec that connects to a standards-based video conferencing infrastructure to allow users to make video conference calls. There are three products in the series – RealPresence Group 300, RealPresence Group 500, and RealPresence Group 700. It is certified to use with Office 365 and Skype for Business.
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.
If you're always working in the Polycom ecosystem then the Group Series codecs are reliable and the quality of the camera and microphones are extremely good. However, the system relies heavily on either having onsite server technology and/or cloud based bridging capability. In addition, the peripherals like cameras and microphones are quite expensive. Maintenance and support costs also make the ongoing investment a costly one
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.
The only issue that we have experienced with Polycom RealPresence Group Series is the speed dial functionality. When attempting to use the speed dial buttons, the system occasionally sends a call through the computer system, not the phone. While the computer call option is valuable, not everyone can answer calls that way and we have had to do a manual lookup of an extension and call back when that happens.
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
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.
The directory is slightly dated and unless you have a Skype for Business integration license, dialing users into a call is difficult. The Group Series Remote whilst minimalistic is actually more difficult to use than the previous HDX remote. Having to recharge the battery on the group series remote is both annoying and difficult as if you do not keep on top of it, you will be faced with a situation where the remote is not working and then have to try and find another one. Not ideal if you need to start a video call (assuming auto join has not been enabled in the admin portal).
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.
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.
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.
I can't say I've needed support more than a handful of times. One was for trying to connect a Polycom Conference phone and a Real Presence together. After a few months, we came to the conclusion it wasn't possible, that was the only frustrating occurance with support. Any other time if we needed to RMA a device, it was very smooth.
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
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
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
Polycom RealPresence Group Series stands head and shoulders above Microsoft Teams and Cisco Webex Meetings both for dependability and robust delivery of function. One established the meetings were very hard to break apart but easy to end when so desired. The installation of the devices, the training of technicians, and end-users were both intuitive and easy to manage, where the same interactions with Microsoft Teams and Cisco Webex In my opinion, and experience, were challenging to work through.
(+) 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.
Once pexip integrates Polycom/skype this will be a big win for us due to the RPTouch integrating the "one - touch join". This will increase adoption of video greatly.
Before the Group series with peripherals was implemented the cost of a video room was twice what it is today. Massive win.
Due to provisioning and automated firmware the IT involvement has been greatly reduced. No longer is there a need for manual changes to individual endpoints.
