Smoother Sales Process
July 11, 2018
Smoother Sales Process
Score 9 out of 10
Vetted Review
Verified User
Software Version
Enterprise
Modules Used
- Insightly iOS / Android Mobile App
Overall Satisfaction with Insightly
We use Insightly as a mini customer relationship management tool for saving customer data, tracking our sales leads, and following up on tasks which need to be completed. Having customer data in one place makes it easy for everyone to access customer data whenever it is needed for sales activity. Overall Insightly has saved us time and made our sales activity more efficient.
- LEAD MANAGEMENT: Insightly enables my team to effectively gather information about our customers (current and prospective), organize our sales leads, import leads from other CRM tools and engage these leads easily. It does not matter where we generate these leads from, we are still able to store them into the Insightly CRM, while Insightly automatically assigns every saved lead to a sales representative, based on pre-saved factors. Thus we spend more time closing deals and growing our business with lead management.
- WORKFLOW: Insightly has reduced the amount of administrative work we need to get done in my organization, by leveraging on its workflow automation. With Insightly's workflow automation, we have been able to bypass our inbox most of the time, auto-assign tasks, and trigger actions in our in-house support software products.
- A single action on our Customer Relationship Management tool (Insightly) triggers a cascade of reactions. Thus we are able to properly update our data, delegate our tasks, and send out emails automatically, leaving our sales reps. with reduced work to do. We are able to even assign a sales rep. to attend to every sales lead, and send an automated introduction email to new sales leads all automatedly.
- EMAIL TRACKING: We use Insightly to track our emails, and this has enabled a faster and smarter email sales activity across my team. With Insightly we are able to save emails right from our inbox and Insightly helps in recording the accompanying context.
- We are also able to search for anything on past correspondence with our customers, no matter how long the correspondence has been. While also being able to schedule automated emails to our sales via Insightly. Thus Insightly has made it possible to stay in touch with our sales leads at the right time and whenever necessary.
- SPELL CHECK: Currently the Insightly CRM does not spell check sales emails we compose on the solution. Will be very helpful for sales activity, if Insightly can introduce a SPELL CHECK feature.
- RECOVERY: We have found ourselves in situations where someone deletes some contacts in error and leaves the entire sales team in a fix. I think it is very important that Insightly introduces a sort of a "recycle bin" via which we are able to recover deleted contacts or delete them permanently.
- Signature workflow: A great addition for Insightly would be if we can have a document signing option on the CRM. Maybe an integration with HelloSign?
GENERAL CLIENT TRACKING - As a sales-centric organization, we always need to be able to have as much data as possible of every one of our customers and potential customers. Insightly as a CRM provides us with a place to save and manage every single information about our customers garnered.
FAST PACED SALES CLOSURE - Via a set of little features here and there ( lead capturing, workflow automation, lead routing) which all combine into a beautiful tool (Insightly). We have been able to generate leads, qualify leads, reach out to our leads and close deals with them faster.
DATA SECURITY - We also want customers to trust us with data we have collected from them either with or without their permission. Here, Insightly has been very dependable. By providing us a set of protocols whose end goal is to secure the data we have saved on Insightly. An example of such protocol is the "SINGLE SIGN-ON INTEGRATION" which authorizes users to use a set of login credentials on the Internet.
FAST PACED SALES CLOSURE - Via a set of little features here and there ( lead capturing, workflow automation, lead routing) which all combine into a beautiful tool (Insightly). We have been able to generate leads, qualify leads, reach out to our leads and close deals with them faster.
DATA SECURITY - We also want customers to trust us with data we have collected from them either with or without their permission. Here, Insightly has been very dependable. By providing us a set of protocols whose end goal is to secure the data we have saved on Insightly. An example of such protocol is the "SINGLE SIGN-ON INTEGRATION" which authorizes users to use a set of login credentials on the Internet.