Insightly customer relationship management (CRM) is the #1 online application that small businesses use to deal with the vital task of efficiently managing contacts, organizations, partners and vendors. Beyond just a CRM, Insightly uniquely offers a project management system in one application so you can make sure you're on top of your customer relationship at every stage. With Insightly, all your contacts, emails, events, projects, tasks and sales opportunities are organized in a centralized place so everyone in your business has the most current information at their fingertips. Designed to work the way you work, Insightly is easy to use, yet powerful and customizable and will quickly become an application that you can’t live without! www.insightly.com

2. • Organization
• Efficiency
• Sales
Recent studies show that companies with a fully
utilized CRM system can increase sales by 29%.
-- Forbes, May 2013
Successful CRM projects generate a return of up to
$5.60 for every $1 spent; Up to 15% improved
productivity for salespeople.
-- Nucleus Research
Why Do You Even Need a CRM?

3. The World of CRMs…
Brand Name CRMs Small Business CRMs
• High End Functionality
• Flexible, Complicated
• Use Less Than 60% of Functionality
• Resource to Implement & Maintain
• In-depth User Training
• Typically Expensive
• Advanced Functionality
• Customizable
• “Get Your Money’s Worth”
• No Additional Required Resources
• Minimal Training
• Affordable

4. • Why Does Your Business Need a CRM?
• What are your Goals for the CRM?
• How will You Make Sure Your Staff uses
the System?
• Are Remote and Mobile Access Required?
• Is Social Integration Required?
• How much Customization is Needed?
• How will you Assess and Measure Performance?
• What is the Best Timing to Bring on a CRM?
What to Look for in a CRM

5. The Best CRM is the One That is Used!
• Unlikely that any CRM will have 100% of Your Requirements
• Write Down your Top 3-5 ‘Must Have Features’
• What Can you Live With?
• What Can’t You Live Without?
• Look into Workarounds for Missing Features
• Ask About the Product Schedule for Upcoming Features
How do I Choose the Right CRM?

6. • Founded 2010: CRM Integrated with Google Apps/Gmail
• 2012: Web Application Introduced
• 2013: Outlook 2013/Office 365 Application Introduced
• 2014: Localization Introduced (Spanish & Portuguese)
• 258,000 Businesses/500,000 Users in 160 Countries
Insightly Timeline at a Glance:

7. Why Insightly?
• Easy and Intuitive, Yet Powerful
• General, All Purpose Customer Tracking
• Integrated CRM and Project Management
• Linking – Link Any Record to any Record
• Key Integrations & Apps – Google Apps, Outlook/Office
365, Social, MailChimp, Evernote, QuoteRoller, Zapier,
ininbox.com, Google+ Hangouts etc
• Multiple Access Platforms (Web, Mobile, Gmail, Outlook
2013 etc)
• Small Business Focus (1-200 Employees)

8. Google Apps/Gmail Integration
#1 Rated CRM on Google Apps Marketplace
Insightly Gadget Extends Gmail (Extremely Popular!)

9. Google Apps/Gmail Integration
#1 Rated CRM on Google Apps Marketplace
One Way/Two
Way Sync with
Google Calendar
One Way/Two
Way Sync with
Google Contacts

10. Outlook 2013/Office 365* App
• Requires Office 365 Business Edition
• Currently does not Synch Outlook Calendar/Contacts

11. Industries Include:
• Business Services
• Consulting
• Education
• Financial Services
• Grocery
• Insurance
• Manufacturing
• Media
• Real Estate
• Retail
• Technology
Who Uses Insightly?
500,000 Users and Counting…

12. Tangible Business Benefits
http://www.techvalidate.com/product-research/insightly