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Insightly CRM is a modern customer relationship management platform that helps businesses to connect with their customers and built lasting relationships. With Insightly integration, organizations can create exceptional experiences for their customers by reaching them with the right message at the right time. This helps them deliver personalized brand experiences.
The service keeps track of relevant lead information that includes insights and data gathered from different marketing sources and activities, including calls, meetings, emails, campaigns, and tasks. These leads are then automatically routed to the most suitable agent so they can follow up on it before it gets cold.
Organizations can connect Insightly CRM with their operations to bring workflow automation, which enables them to develop challenging and multi-step procedures and processes with ease. These include simple tasks as sending email notifications and creating or updating records as well as more demanding ones such as generating tasks when opportunities are created and executing custom business algorithms to synchronize external platforms through Oracle, SAP, and more.
Businesses can integrate Insightly CRM to manage their email marketing campaigns as well. It allows them to send individual as well as bulk emails with a few clicks. They can also track the activity in real-time, which delivers statistics about open and click rates. Brands can also get notifications when the emails are opened.
Insightly provides assistance to businesses in bringing their CRM and marketing on a single platform, which allows for a free flow of customer data throughout the entire journey. This helps businesses in on-target segmentation to align sales and marketing efforts towards a single customer. Brands can also view the visual representation of every customer journey, which helps them learn about behaviors and preferences.
Organizations and users can also improve their marketing campaign effectiveness using enterprise-grade reporting and dashboards. They have the option to view all the popular engagement metrics, including bounce rates, open rates, click-through rates, and more. This also helps businesses to conduct A/B testing to find out which campaigns work and which don't.
The service brings a comprehensive reporting and analytics system through its dashboard, which enables businesses to assess, share, and visualize all the statistical data about their customers. They can create exceptionally detailed reports, graphs, and charts to review the performance of different campaigns and initiatives. This puts them in a position to make better and more informed decisions in the future with a higher potential of driving business growth.
Insightly ensures all the confidential business and customer data remains safe and secure through multiple compliances, including SOC 2 Type II and GDPR compliance. Encryption of data in transit and two-factor authentication ensures businesses can keep their data away from any breach.
The CRM keeps track of all the marketing channels and activities to identify and route high quality leads to the most suitable sales agent.
Using Insightly, businesses can automate a number of processes and procedures for increased convenience and efficiency.
Businesses can make the most of the email marketing feature to send out their message while tracking the performance of their campaigns.
Comprehensive data and insights mean businesses have access to all the information they need to make better and more informed decisions.