Item: Insightly
Rating: 6
Author: Naman Markan

Overall Satisfaction with Insightly

Use Cases and Deployment Scope

It is a powerful CRM platform, used for project handling and managing customer relationships to track leads and view their insights.

We have implemented it in order to get the analysis of what is going on in our company. So that we can improve our communications with the customer. Also to streamline the sales process, so that we can get the timely updates about the deal or campaign progress.

Also we sometime use it to send our emails to the customers so that they will be aware about our offers.

Pros and Cons

Pros

Sales process streamlining
Project management work
Sending promotional emails to customers
tracking the sales process or deals
Managing customer relations by making the data more personalized
Getting insights of what is going on in the campaign

Cons

UI
Its integration with multiple softwares
Sometimes the main pin points are missing in the software which restrict its uses
Also its limited customization hinders our process
You should improve the email template by drag and drop feature

Return on Investment

Initial investment is high but it can give us more saving in upcoming years
Overall lead management has been improved so yes making it more effective tool
But yes due to lack of advance marketing feature making it less compatible to scale in enterprises.
Also sometime for non tech people, the learning curve is very poor. There is no proper help or how to videos which can be referred.

Usability

Se for small firm and less complex firm it is very good, but for enterprises and complex structure, the use case is very different, thus it has to provide the feasibility to customize accordingly and also has to build a ecosystem where one can learn by its own.

Overall its fine, but yes need improvement.

Integrated Platform Solution

It provides us many insights of our lead, and helps us in building customer relationships, also we can now make more personalized email marketing with the customers, but yes due to many features which are missing we sometime feels stuck in the middle of the road. We welcome it for our newbies but for experienced one it require different workflow.

Alternatives Considered

Salesforce Marketing Cloud

Although the SFMC cost us very high, but we like the platform because it covers everything which we wants. Its different studios and builders helps us to create our own custom emails and automations.

We also like its journey builder and mapping of customer data. Its something which is really awesome.

Key Insights

Do you think Insightly delivers good value for the price?

Yes

Are you happy with Insightly's feature set?

Yes

Did Insightly live up to sales and marketing promises?

Yes

Did implementation of Insightly go as expected?

Would you buy Insightly again?

Other Software Used

Salesforce Marketing Cloud, Intuit Mailchimp

Likelihood to Recommend

If we compare with mailchimp the feature Insightly are less, making us to redirect to use mailchimp or marketing cloud from Salesforce.

Its also has very less prebuilt templates for basic common use cases and also has very complex reporting structure. If provided the drag and drop feature it will be very helpful.

Also email integration like there are many issues finding track of the emails, like when its open and sent.

Insightly Feature Ratings

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