Insightly

In our recent post we explained lead disposition, or the rules that govern how sales moves a sales qualified lead (SQL) to an opportunity, disqualifies it as inappropriate, or returns it to marketing for further nurture. …

This piece is part of sales and marketing alignment blog series based on conversations with Insightly VP of Sales Mark Ripley and CMO Tony Kavanagh. Once your leaders have aligned around a shared marketing and sales strategy, it’s time to shift the focus and align the rest of the organization…

Passwordless MFA for Insightly — It’s quite easy! All you need to do is download the SAASPASS mobile app from the Apple Store or Google Play Store, and then proceed to the Company Sign Up link at www.saaspass.com Make sure that your Spam filters such as Mimecast or Barracuda Firewalls have an exception as you will receive a…

Original title and post script (5/17/17): “Free isn’t always better, except when it is: a CRM case study”; After the March 2017 updates to the Insightly CRM, our relationship and experience with Insightly has changed! We are working on a proper update to this blog post. Stay tuned! We’ve been…

The perpetual changes in the business world help companies keep the pace with the market requirements to ensure the revenue growth. As a result, many organizations consider moving their existing CRM systems to the more advanced solutions. …

We’ve been testing a few CRM platforms at Bethnal Green Ventures over the past couple of weeks and I thought it was worth writing up what we found because when I had a bit of a search around I couldn’t find any particularly relevant reviews. …