Overall Satisfaction with Insightly
Pros
- Link people in Insightly because we can map relationships
- Integrate with our email client because it makes the lift lower (we use Google Apps)
- Easy customization because we have unique elements that need to be tracked.
Cons
- Reporting - can't stress enough how even with new advanced reporting the functionality just isn't there.
- Links - when exporting out, links don't stay. This effectively negates a lot of their value.
- Tasks just don't work well for our organization.
- Improved efficiency
- Centralized contact management
Insightly Feature Ratings
Using Insightly
- Identifying new business opportunities.
- When someone wants to approach an organization, and doesn't know them but someone else on our team does.
- When someone on our team leaves and we need to retain contact information.
- There haven't been any unexpected or innovative ways. We use the tool as prescribed and fairly basically.
- If reporting tools are built out, there are a number of internal processes that can be streamlined and replaced with effective reports.
Evaluating Insightly and Competitors
- Price
- Product Features
- Product Usability
Insightly Implementation
- Implemented in-house
- Time management - getting everyone on board when they have other job duties.
- Culture change - making sure everyone buys into actually using a CRM system.
- Proper data uploading.
- Increased internal transparency.
- Better analysis of leads.
- More efficient meetings.
Insightly Support
Using Insightly
Pros | Cons |
---|---|
Like to use Relatively simple Easy to use Technical support not required Well integrated Consistent Quick to learn Convenient Feel confident using Familiar | None |
- I can't think of one function standing out as especially easy or elegant. All of them work very well and easily.
- No functions are particularly difficult or cumbersome to perform if the functionality is included.
Comments
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