How to use Insightly training.

2. • Insightly is founded in the year 2010.
• Anthony Smith is the Founder and Ceo of Insightly.
• Insightly is designed as simple to use yet powerful CRM system
for small business.
• Insightly is Integrated to Google Apps, Office 365, MailChimp,
and major social media sites. Great mobile apps for tablets
and smart phones; and easy access to a REST API for custom
integration, Insightly is the leading small business CRM.
• Over 800,000 users in 100 countries rely on Insightly every
single day.

3. 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 etc.
• Multiple Access Platforms (Web, Mobile, Gmail, Outlook 2013 etc)
• Small Bussiness Focus ( 1 – 200 Employees)

4. WHO USES INSIGHTLY?
• Around 500,000 Users. ( Shuttle Cloud, Phillips, Green Spot, SimpliFilm etc..)
Industries Include:
• Business Services
• Consulting
• Education
• Insurance
• Real Estate
• Media
• Manufacturing
• Financial Services etc..

5. WHY DO WE NEED A CRM?
• Organization
• Efficiency
• Sales
Recent studied shows that the companies with a fully utilized
CRM system can increase sales by 29%.
Successful CRM projects generate a return of upto $5.60 for
every $1 spent. Upto 15% improved productivity for salespeople.

6. Sign Up / Login Page

8. TASKS
• Used to make Notes of
any interaction (phone
call, writing a proposal,
sending an email etc) you
have with your contacts
and schedule tasks for the
future. Also called
Activities in some CRM’s.

10. OPPORTUNITY
• Linked to Contacts or
Organizations and used to track
potential sales and keep a
records. Opportunities are
helpful in tracking the success of
your products and individual
salespeople, as well as
determining your pipeline. Also
called Deals in some CRM’s.

11. • Insightly allows you to give the opportunity a
name and description, estimate the probability
the deal will close, the dollar value of the deal,
and state who is responsible for the deal.

12. Contacts
Used to Keep track of an
individual customer or other
contact’s info, Like emails,
related files, notes etc

16. Organizations
• Used to keep track of
information on a particular
company, and the contacts
that are associated with that
company. Generally, only
used by businesses that sell
to other businesses. Also
called Account or companies
in some CRM’s.

18. INSIGHTLY DATA IMPORT OPTIONS