On February 13th Insightly hosted their Q1 Product update call.
They shared exciting news about some great new features that will be coming up in the next few weeks. In this blog post I am sharing their product updates based on the subscription level, just so it is easy for you to identify which updates are relevant for you.
Nonprofit organizations work hard to make our world better. They often appeal to us to help them meet needs and support causes that touch our hearts.
But they have a need of their own that people rarely think about unless they have worked in a nonprofit, a need that directly affects their ability to achieve their mission.
They need up-to-date technology to manage processes and programs.
Specifically, they need CRM.read more
Jill and John own a small import-export business. They match buyers of dried fruits and nuts with suppliers and then coordinate product delivery through international shipping.read more
If you own a business you understand the value of your customers and prospects. That’s why it is so important to connect with your customers in a meaningful way. Converting sales leads into customers and making regular customers enthusiastic promoters of your business are both critical for business growth. And just as important, curtailing customer complaints before they cause damage is something else that is critical to your business. Without a clear plan for damage control or to manage the leads that come in, your business could suffer.read more
As a consulting firm serving the small business community, we often run into small business owners who don’t have a business forecast. Without one business owners may be missing key opportunities because they can’t define a strategic direction that will enable their business to scale.read more
Non-profit organizations like yours work hard to improve our world in large and small ways. Their success depends on tracking donors, fundraising, and measuring their impact. But trying to track all that in Excel spreadsheets wastes hours of valuable time and gets confusing really fast. We invite you to consider CRM software to support your good work.read more
Do you know the difference between CRM and Email Marketing? Take a peak at this blog and understand how they are different, and see how CRM can benefit your business!read more
We have been extremely fortunate to work with some great clients, and solve some tough but ultimately rewarding challenges. Implementing a CRM is often a overwhelming task for many but if you work with the right team, it becomes a less stressful process. Ultimately,...read more
You knew in your bones you could make it on your own as a consultant or subcontractor. You were tired of using your skills as someone else’s employee, so you decided to start your own business. Now you have mixed feelings. You’re relieved, because now you are your own...read more
So, your business is expanding - congratulations! With such rapid growth, it only makes sense that you are considering getting a CRM. There are a myriad of reasons why that is a good business decision, from automating functions to enabling sales team to have better...read more