Insightly
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- Insightly is a CRM system founded in 2010 by Anthony Smith that is designed to be simple yet powerful for small businesses. - It has over 800,000 users in 100 countries and is integrated with services like Google Apps, Office 365, and MailChimp. - Insightly allows users to track contacts, opportunities, tasks and organizations and link records together through its intuitive interface that is accessible on web, mobile and via APIs.
Insightly
- 2. • Insightly is founded in the year 2010. • Anthony Smith is the Founder and Ceo of Insightly. • Insightly is designed as simple to use yet powerful CRM system for small business. • Insightly is Integrated to Google Apps, Office 365, MailChimp, and major social media sites. Great mobile apps for tablets and smart phones; and easy access to a REST API for custom integration, Insightly is the leading small business CRM. • Over 800,000 users in 100 countries rely on Insightly every single day.
- 3. Why Insightly? • Easy and Intuitive, Yet Powerful. General, All Purpose Customer tracking. Integrated CRM and Project Management. • Linking – Link any Record to any Record. • Key Integrations & Apps-Google Apps, Outlook/Office 365, Social, Mailchimp, Evernote etc. • Multiple Access Platforms (Web, Mobile, Gmail, Outlook 2013 etc) • Small Bussiness Focus ( 1 – 200 Employees)
- 4. WHO USES INSIGHTLY? • Around 500,000 Users. ( Shuttle Cloud, Phillips, Green Spot, SimpliFilm etc..) Industries Include: • Business Services • Consulting • Education • Insurance • Real Estate • Media • Manufacturing • Financial Services etc..
- 5. WHY DO WE NEED A CRM? • Organization • Efficiency • Sales Recent studied shows that the companies with a fully utilized CRM system can increase sales by 29%. Successful CRM projects generate a return of upto $5.60 for every $1 spent. Upto 15% improved productivity for salespeople.
- 6. Sign Up / Login Page
- 8. TASKS • Used to make Notes of any interaction (phone call, writing a proposal, sending an email etc) you have with your contacts and schedule tasks for the future. Also called Activities in some CRM’s.
- 10. OPPORTUNITY • Linked to Contacts or Organizations and used to track potential sales and keep a records. Opportunities are helpful in tracking the success of your products and individual salespeople, as well as determining your pipeline. Also called Deals in some CRM’s.
- 11. • Insightly allows you to give the opportunity a name and description, estimate the probability the deal will close, the dollar value of the deal, and state who is responsible for the deal.
- 12. Contacts Used to Keep track of an individual customer or other contact’s info, Like emails, related files, notes etc
- 16. Organizations • Used to keep track of information on a particular company, and the contacts that are associated with that company. Generally, only used by businesses that sell to other businesses. Also called Account or companies in some CRM’s.
- 18. INSIGHTLY DATA IMPORT OPTIONS