Item: Insightly
Rating: 8
Author: Emily Wilkinson

Use Cases and Deployment Scope

I work in an Admissions Office at a boarding school. We have used Insightly to market to, and manage, our potential student applicant list. Insightly has helped us to market to a wider range of potential candidates than before, as well as streamline our outreach. Insightly has enabled us to contact potential candidates through various employees at our school.

Pros and Cons

Manage lists of potential candidates
Send emails and marketing materials from different individuals in our organization
Reach a wider audience than in the past

Timing of reach-out emails to incorporate information from various individuals
Notification that communication has been sent out, regardless as to who in the organization is sending the emails

Return on Investment

We were able to reach potential clients that we would not normal have access to through our normal outreach methods
Insightly saved time with automated emails and client touches
The program was easy to use and maneuver through

Usability

It was an easy to use program. The features were probably better-suited to a more traditional sales environment, but we were able to achieve good results, nonetheless.

Integrated Platform Solution

Insightly allowed us to spend less time individually with outreach as the platform allowed us to customize messages and schedule mailings without regular input from each employee. The messages were personalized and were sent in varying intervals so that the recipients were unaware that the messages were "programmed". It freed our time to focus on follow up and to engage potential clients in other ways.

Key Insights

Do you think Insightly delivers good value for the price?

Not sure

Are you happy with Insightly's feature set?

Yes

Did Insightly live up to sales and marketing promises?

I wasn't involved with the selection/purchase process

Did implementation of Insightly go as expected?

Yes

Would you buy Insightly again?

Yes

Other Software Used

Blackbaud Education Management Solutions, Cisco Hybrid Cloud Platform for Google Cloud

Likelihood to Recommend

Insightly is a useful marketing tool, especially to a more traditional sales organization. It wasn't quite geared to a school admissions office -- perhaps more professional than we need in a heavy face-to-face industry. Insightly would be very useful in a larger organization as, although we have more than 50 employees in our school, only 7 employees used Insightly - it was very specific just to admissions and marketing.

Excellent marketing tool for client outreach and busy sales managers

Software Version

Overall Satisfaction with Insightly