Overall Satisfaction with Insightly
Insightly is an affordable way to keep tract of all contacts to AggData. Being used on our Customer Team, which, includes: Analytics, Marketing, Sales, Account Management, and Customer Service. It assists in coordinating where each customer is at with on-boarding process to exit strategy, follow up, and follow through all while giving an insight of the history with the customer and who is in charge of the customer.
- History of all contacts. From the email you can hit a button and it is added to Insightly.
- Opportunities. Gives a clear indication of where my clients are with the on-boarding process.
- Tasks. Reminds me of follow through.
- Reports. Can see what type of impact I am having and what other ways I can have a better impact on my clients.
- Pipelines. I wish it was easier to put in reasons for the step in pipelines or keep it open to typing instead of having to put all that info in Notes.
- Organizations. I wish there was a way to have all the contact info come up when you select the Organization.
- Contact Tags. I wish I could click on a button to add another Tag. Like the button that says 'No Tags', have one next to it saying 'New Tags'.
- Improved efficiency
- Centralized contact management
- Streamlined business processes
- Reduced number of meetings
Having all contact info in one area has reduced the amount of run around I have had to do with email. There is one location in which I can access all communications to understand what the next steps will be. Improved efficiency, Streamlined business process, and centralized management are a few areas I have achieved by using Insightly.