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Insightly's New CRM Platform Centralises Administration on One Platform

Insightly Marketing will be the first of its kind to integrate Customer Relationship Management (CRM) platform marketing, sales, and project management into a single platform. And with this integration, companies can better manage the entire customer journey with a single solution.

For marketing, sales and service teams, this means they have exactly the same view of the customer. As a result, fewer errors, repetitions and inefficiencies occur as they convey the overall picture.

In the launch release, Anthony Smith, CEO of Insightly, spoke about this aspect of the platform. Smith says, "Businesses today need to engage the entire customer, and that means understanding the subtleties and value of each touchpoint."

Smith adds, "By integrating marketing with project management and sales into a single platform, Insightly is revolutionizing the future of customer retention by helping companies realize the right marketing initiatives with the right ROI."

Meeting customer needs at all points of contact

The digital ecosystem is responsible for creating multiple customer touchpoints. Therefore, it is a challenge to address everyone. And it's a challenge especially for small businesses with limited resources.

To understand how companies are facing marketing trends and challenges, Insightly conducted a survey of more than 440 companies. Respondents include C-suite executives, mid-level managers, and CRM administrators.

Among the results, the majority of companies (54%) state that marketing is very important to their business growth. And almost one in five reports that he could not run his business without this protocol. However, 11% do not integrate marketing and sales initiatives, while 42% do so only occasionally.

Facing an Accurate Measurement of ROI

Insightly Marketing is based on the same platform as its Customer Relationship Management (CRM) solution. As a result, a seamless and streamlined customer experience is delivered across all touchpoints.

Considering the study that the majority of companies (56 percent) still use Excel to manage marketing, there is much room for improvement. In addition, 17% say they do not use technology. And more than a third do not measure how marketing contributes to their business.

Insightly's unified platform enables companies to consolidate their sales and marketing activities under one roof. As the company says, this will be one source of truth about customer data. This eliminates the need to integrate different systems and platforms and the associated compatibility issues.

Main Features of Insightly Marketing

The new features include advanced analytics capabilities that let you analyze, visualize, and share customer loyalty metrics. You can also view opening rates, bounce rates, click rates, and more to determine what works. With this information, you can make informed decisions about your campaign.

The CRM platform also includes better build templates for customizable emails and newsletters. Record the discovery history for your customers' travel and a single source of all customer data so everyone in your team can access it.


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