Overall Satisfaction with Insightly
We use Insightly for contact management mainly for eLeads. With Activity sets we are able to automate follow up to some extent especially using canned responses.
- Contact management is good
- Activity sets work very well with gmail canned responses
- Recording of activity sets and responses works well
- As a busy salesperson in New Home Sales, I don't want to spend my whole day entering data or tracking down hot prospects in a database. I keep returning to my paper follow up binder. Registration cards already filled out by customer, so there's no double entry system, its a living document, that I can quickly access in seconds and engage.
- I find it difficult to tag and rank prospects quickly in the database. Visually its uninspiring to look at the contacts screen. I think a contact management system with more motivational cues regarding prospects would engage more salespeople. Things like "Wow!! Look at this, you can sell 4 Houses this month!! Keep it up, That's big bucks!!" Crazy, but frankly I know in my industry, most people don't use the provided CRM unless forced to. Simple Big Buttons that say : TOP TEN! or " Still Hot Follow up!". Hook up with a Sales Guru like Jeffrey Gitomer and tailor the program for salespeople. How about sales advice in small bites while you are working. Things like "Here's the best way to follow up...etc. Tips from Jeffrey" Sales training on the go. Most CRM seems like its designed by accountants...or managers who don't understand salespeople, they just want to make sure the salespeople are doing follow up so they can track it. Boring.
- I like your free entry level Insightly, I just haven't experienced the "Wow I gotta have this" moment yet to upgrade.
- Minimal, good handling of eleads and follow up. I use it minimally for that.