Streamline your data management process with the Insightly + Zendesk Sell integration

Insightly is a CRM for small and mid-size business owners and entrepreneurs, designed to grow your business building strong, long-lasting customer relations.

Insightly lets you get many relevant data about your customers and leads, in order to: Increase your leads. Insightly increase your lead generation by scanning business cards. Moreover, you can create website opt-in forms, integrate the platform directly with your gmail and outlook account or connecting Insightly to other online platforms. Increase your sales. Follow up your leads and increase sales with marketing automations. Improve your customers lifetime value

Thanks to a comprehensive contact management, you can easily manage your leads and learn about their behaviors and preferences (key relationships, social profiles, and much more). Moreover, Insightly lets you capture links between contacts and learn more about their business environment and networks. Work wherever you are. No matters if you have a meeting on the other side of the world. With the Mobile CRM app you can work from everywhere. Get access to insight data from the mobile app and learn everything you need about your customers to get prepared for your next meeting.

Zendesk Sell is a marketing software designed for the sales team of businesses from all scales and industries. This all-in-one solution provides a lot of features for customer relationships and sales management, including an email marketing application, a built-in dialer for phone calls and a robust analytics system to measure your success.

Sales teams can funnel the leads from multiple sources through the built-in visual sales pipeline, which includes information, updates and detailed reports about deals. It’s always accessible by sales team leaders. In this way, reps and leaders can collaborate, share relevant deal data and track all the activities.

Zendesk Sell integrates with different services and platforms such as Hubspot, MailChimp, Google Apps, and many others. Dozens of integrations are available in the “Snap Marketplace” and almost any other services can be integrated through their public APIs.