Overall Satisfaction with Insightly
Pros
- It integrates well with email, without any fuss.
- The interface is extremely simple and intuitive, so it is easy to use even intermittently, and pick up where you left off.
- Upgrade path is fairly painless and logical.
Cons
- When I edit a task, it is easy to forget to set a time for the next action (phone call etc.), so it might be a good idea if the system prompted you when you make an edit to a task, that you should update the due date.
- it would be handy if overdue tasks (or any of the task windows) would have the option of ordering by name, or by company name, not just the one default by date.
- In tasks, I use the free form description to keep track of contacts and/or attempts, with comments, it works, but this could be made easier, perhaps in line with prompting for the change in due date.
Insightly Feature Ratings
Using Insightly
- Simplicity and functionality
- Well rounded feature set
- Ease of integration
- Intuitive interface
- Having been through numerous generations of CRMs in different settings, the smooth, minimalist interface of Insightly made adoption exceptionally easy, and that means better data capture, which is key to people realizing productive benefits of the system. This creates value each and every day.
- Too early for us to anticipate development, but clearly Insightly lends itself to increasingly close integration, as other demands develop, including lead capture from the web, and so on.
Evaluating Insightly and Competitors
- Product Usability
- Vendor Reputation
- Third-party Reviews
Insightly Implementation
- Implemented in-house
I will admit to some bias from many application in this area that often made sales harder instead of easier, but Insightly proved very quickly that it did not get in the way, and that the benefits of using it consistently outweighed the effort involved, so that adoption was extremely easy.
Insightly allows you to use it as much or as little as you like, but there's always a benefit to providing better data, so that it makes my life easier, and that is what gets you over the adoption hurdle.
- There were no "significant" issues during implementation, to such a degree that I can't remember any.
Insightly Support
Pros | Cons |
---|---|
Quick Resolution Good followup Knowledgeable team Problems get solved Kept well informed No escalation required Immediate help available Support understands my problem Support cares about my success Quick Initial Response | None |
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 |
- Just managing my sales process
- Updating contacts
- Tracking opportunities
- I have never bumped into any roadblocks of this sort in Insightly. I have always been amazed at how flexible and logical it is.
Comments
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