Insightly

Insightly to Live Stream Relationship Marketing Happy Hour Featuring Best-selling Author Jay Baer and TC Craft Tequila

Retrieved on: 
Wednesday, February 28, 2024
Marketing, Digital marketing, Content, Love, Host, Twist, Insightly, CRM

SAN DIEGO, Feb. 28, 2024 /PRNewswire-PRWeb/ -- Insightly, the modern, affordable CRM teams love, is hosting its first live stream happy hour event on Wednesday, March 6 at 5 p.m. ET. Insightly's Senior Director of Content and Digital Marketing, Val Riley, will host the event alongside Chief Marketing Officer Chip House. Jay Baer, business advisor, best-selling author, and tequila influencer will lead the discussion on tactics for go-to-market teams to cultivate customer advocacy to feed the marketing funnel.

Key Points: 
  • Creating Brand Champions…with a Twist
    SAN DIEGO, Feb. 28, 2024 /PRNewswire-PRWeb/ -- Insightly , the modern, affordable CRM teams love, is hosting its first live stream happy hour event on Wednesday, March 6 at 5 p.m.
  • Insightly's Senior Director of Content and Digital Marketing, Val Riley , will host the event alongside Chief Marketing Officer Chip House.
  • Jay Baer , business advisor, best-selling author, and tequila influencer will lead the discussion on tactics for go-to-market teams to cultivate customer advocacy to feed the marketing funnel.
  • The event will conclude with a fun cocktail-making experience featuring TC Craft Tequila and a chance to win a prize pack from the brand.

Rebrandly Names Buffer CPO and Former Bitly Executive Maria Thomas to Board of Directors

Retrieved on: 
Thursday, December 21, 2023
Marketing, Insightly, Microsoft, Partnership, Bitly, API, Buffer, SAN, Intuit, Engineering, CRM, Social media, Growth, URL, Martech

SAN FRANCISCO, Dec. 21, 2023 /PRNewswire/ -- Rebrandly, the world's leading secure, branded link management platform, announced today that Buffer Chief Product Officer Maria Thomas has joined the company as a member of the board of directors (BOD).

Key Points: 
  • SAN FRANCISCO, Dec. 21, 2023 /PRNewswire/ -- Rebrandly , the world's leading secure, branded link management platform, announced today that Buffer Chief Product Officer Maria Thomas has joined the company as a member of the board of directors (BOD).
  • Her expertise encompasses product engineering, design, and management, with a deep focus on user experience and technical innovation at scale.
  • Thomas is currently chief product officer at Buffer , a social media management software company for growing brands and connecting with customers.
  • The appointment of Thomas to Rebrandly's board of directors comes during a period of rapid innovation and growth for the company.

Insightly Launches Partner Program to Support Customer Ecosystem, Create New Revenue for Businesses

Retrieved on: 
Wednesday, November 1, 2023
Automation, Last order date, Ecosystem, Marketing, Love, Consultant, CRM, SAN, Sales, Insightly

SAN FRANCISCO, Nov. 1, 2023 /PRNewswire/ -- Today, Insightly, the modern, affordable CRM teams love, is announcing the launch of the Insightly Partner Program to help build a more connected ecosystem that supports sales cycles and drives new revenue opportunities for digital marketing agencies, system integrators, IT & business consultants, and more. Built with professional service providers in mind, the program helps connect more businesses to the solutions and support that deliver CRM and marketing automation for customers with an opportunity to build new revenue streams.

Key Points: 
  • "Insightly is committed to supporting the complete customer journey with a unified CRM platform that helps businesses manage their customer program more effectively," said Anthony Smith, CEO of Insightly.
  • "The Insightly Partner Program now makes it easy for integration firms to provide services, earn commissions, and help their clients grow.
  • Insightly supports sales and customers beyond its comprehensive Insightly CRM capabilities, including integrating with Insightly Marketing , Insightly Service , and AppConnect , a low-code/no-code integration application.
  • The offerings were purpose-built to create a streamlined customer experience to help businesses align their customer-facing teams around real-time customer data and eliminate the need for expensive system integrations.

Insightly Releases Modern CRM Checklist to Help Businesses Assess Their Software Capabilities

Retrieved on: 
Tuesday, May 16, 2023
Database, EU, Shield, Rashtriya e Market Service, Privacy, SOC, Marketing, CRMS, Love, CRM, Legacy, Checklist, GDPR, Growth, Yoy, Salesforce, Rest, HIPAA, Automation, Software, Sales, Insightly

SAN FRANCISCO, May 16, 2023 /PRNewswire-PRWeb/ -- Today, Insightly, the modern, affordable CRM teams love, aims to help fast-growing businesses evaluate their software platforms with the release of its Insightly Modern CRM Checklist. The goal is to help businesses evaluate and understand how CRM software should evolve with the changing needs of customers and asks about features including mobile access, implementation, customization, cost, security, and more. With customer expectations at an all-time high and to remain competitive, businesses must provide a seamless, personalized experience at all times, which cannot be done with Legacy CRMs. It's no wonder that a recent Insightly survey found that 79 percent of companies are dissatisfied with their current CRM software.

Key Points: 
  • Leader in CRM Finds Outdated Systems Lead to High Costs, Hidden Fees, and Integration Issues
    SAN FRANCISCO, May 16, 2023 /PRNewswire-PRWeb/ -- Today, Insightly , the modern, affordable CRM teams love, aims to help fast-growing businesses evaluate their software platforms with the release of its Insightly Modern CRM Checklist .
  • It's no wonder that a recent Insightly survey found that 79 percent of companies are dissatisfied with their current CRM software.
  • "Insightly's Modern CRM Checklist is designed to help businesses identify key capabilities that are missing from their software and are needed to stay competitive."
  • To view the Insightly Modern CRM Checklist, click here , and for more information on Insightly and its offerings, visit http://www.insightly.com .

Insightly to Host Executive Braindate Sessions at The Ascent San Francisco Summit

Retrieved on: 
Wednesday, May 10, 2023
Software as a service, Marketing, Union Square, COVID, MQL, Westin St. Francis, SAN, Love, CRM, GTM, Health, House, KPI-driven code analysis, Nightclub, Sales, Insightly

SAN FRANCISCO, May 10, 2023 /PRNewswire-PRWeb/ -- Today, Insightly, the modern, affordable CRM teams love, is announcing that Chief Marketing Officer Chip House will host Braindate Sessions on May 23 and 24 during The Ascent San Francisco Summit, an exclusive event that is designed for SaaS industry executives. The summit, now in its sixth year, provides actionable insights and strategy for elevated SaaS success exclusively for director, VP and C-level executives.

Key Points: 
  • SAN FRANCISCO, May 10, 2023 /PRNewswire-PRWeb/ -- Today, Insightly , the modern, affordable CRM teams love, is announcing that Chief Marketing Officer Chip House will host Braindate Sessions on May 23 and 24 during The Ascent San Francisco Summit , an exclusive event that is designed for SaaS industry executives.
  • "Ongoing learning is key for any executive and SaaS company as they strive to build scalable, flexible, and user-friendly tools that elevate the customer experience."
  • House will host four Braindate Sessions, each of which will cover timely SaaS topics.
  • WHERE: The Westin St. Francis San Francisco on Union Square, Braindate Lounge
    For more information or to register, please click here .

Insightly Survey Reveals Marketing Automation Helps B2B Marketers Improve Customer Journey and Increase Revenue

Retrieved on: 
Thursday, April 13, 2023
Pitch, B2B, Marketing, Lead, UTM, Research, SAN, Love, CRM, Growth, Social media, Automation, Sales, Mail, Insightly

SAN FRANCISCO, April 13, 2023 /PRNewswire-PRWeb/ -- Today, Insightly, the modern, affordable CRM teams love, is revealing new insights to help B2B marketers take advantage of current trends in automation tools and improve their bottom line. A recent survey of nearly 200 B2B marketing leaders found that five out of 10 say that optimization of their overall automation strategy will be a primary goal this year, a sign that this trend continues to grow.

Key Points: 
  • Creating a top-notch customer experience is top-of-mind for nearly every business and marketing automation helps make this process significantly more effective for B2B marketers.
  • -Email marketing is still king, with 62 percent of respondents saying they use that feature in their marketing automation platform.
  • -Areas that utilize marketing automation the most are: Email marketing, social media, content management, paid ads, and landing pages.
  • Insightly Marketing is the marketing automation application available in its modern CRM platform.

Insightly Says 2023 Will be the Year of Customer Experience

Retrieved on: 
Tuesday, January 10, 2023
Investment, CRM, Life, AI, Rashtriya e Market Service, Yoy, SAN, Sale, Marketing, Sales, Retail, Insightly

SAN FRANSISCO, Jan. 10, 2023 /PRNewswire-PRWeb/ -- Today, Insightly, a modern, scalable customer relationship management (CRM) platform, is sharing predictions for what will be the most important way to elevate the customer experience in 2023. According to a recent Insightly survey of 500 B2B professionals, more than half (55 percent) cited improving their customer experience as a top strategic priority for the year ahead. Customer expectations will be higher than ever as the landscape widens to include the smaller "underdog" disruptors that will come out on top against larger corporations.

Key Points: 
  • SAN FRANSISCO, Jan. 10, 2023 /PRNewswire-PRWeb/ -- Today, Insightly , a modern, scalable customer relationship management (CRM) platform, is sharing predictions for what will be the most important way to elevate the customer experience in 2023.
  • According to a recent Insightly survey of 500 B2B professionals, more than half (55 percent) cited improving their customer experience as a top strategic priority for the year ahead.
  • With the current business climate, 2023 will be the year when customer experience truly separates fast-growing companies from the rest of the pack."
  • To kick off the new year, Insightly is sharing its top six predictions for customer experience trends we can expect to see:
    1.

Insightly's "Closing Time" Series Expands to Podcast Format

Retrieved on: 
Wednesday, December 14, 2022
Former, Closing time, Salesforce, Drift, Marketing, SAN, Strategic planning, CMO, CRM, Spotify, Organization, Mobile phone, Sales, Insightly, Apple

SAN FRANCISCO, Dec. 14, 2022 /PRNewswire-PRWeb/ -- Today, Insightly, a modern, scalable customer relationship management (CRM) platform, is announcing that its weekly YouTube series, Closing Time, is now available as an audio podcast on all major podcast networks including Spotify, Apple podcasts, and more. The series, which launched in the summer of 2022, features leaders in go-to-market who provide actionable insights to help businesses in their daily work and strategic planning as it relates to sales, marketing, and customer success.

Key Points: 
  • SAN FRANCISCO, Dec. 14, 2022 /PRNewswire-PRWeb/ -- Today, Insightly , a modern, scalable customer relationship management (CRM) platform, is announcing that its weekly YouTube series, Closing Time , is now available as an audio podcast on all major podcast networks including Spotify, Apple podcasts, and more.
  • The series, which launched in the summer of 2022, features leaders in go-to-market who provide actionable insights to help businesses in their daily work and strategic planning as it relates to sales, marketing, and customer success.
  • "Expanding to a podcast format allows our growing audience more opportunities to consume this content and expand their go-to-market prowess."
  • Built to deliver key customer insights across all teams, Insightly's unified CRM helps organizations sell smarter, grow faster, and build lasting customer relationships.

Insightly Joins Intuit QuickBooks Solution Provider Program

Retrieved on: 
Wednesday, November 30, 2022
Karma, Online, Software, Marketing, SAN, Financial management, INTU, TurboTax, Credit Karma, Insightly, QuickBooks, CRM, Automation, Love, Payroll, Sales, Online shopping, Intuit

SAN FRANCISCO, Nov. 30, 2022 /PRNewswire-PRWeb/ -- Today Insightly, innovator of CRM for fast-growing businesses, is announcing that it has joined the Intuit QuickBooks Solution Provider Program from Intuit (Nasdaq: INTU), the global financial technology platform that makes TurboTax, Credit Karma, and QuickBooks. By aligning Insightly's proven CRM platform with the leader in accounting software, businesses can more seamlessly connect critical business operations and financials with the key components of the customer journey including CRM, marketing automation, customer service, and more.

Key Points: 
  • SAN FRANCISCO, Nov. 30, 2022 /PRNewswire-PRWeb/ -- Today Insightly , innovator of CRM for fast-growing businesses, is announcing that it has joined the Intuit QuickBooks Solution Provider Program from Intuit (Nasdaq: INTU), the global financial technology platform that makes TurboTax , Credit Karma , and QuickBooks .
  • By leveraging the integration between Insightly and QuickBooks Online, customers can benefit from comprehensive and integrated business solutions geared towards helping them manage their money.
  • Much like how Insightly gives companies a single source of truth for their customer relationships, Intuit QuickBooks delivers a consolidated source for financial management, human capital management enabled through add-on services like QuickBooks, Payroll, and QuickBooks Time, and business transformation.
  • "Insightly's participation in Intuit's QuickBooks Solution Provider Program provides its customers with financial tracking that fully integrates with Insightly's CRM platform for added benefits," said Gavin Orleow, Vice President of Channel Sales for Intuit.

Insightly Survey Reveals Nearly 60 Percent of Manufacturers Report Growth in Win Rate with CRM Platform

Retrieved on: 
Tuesday, October 25, 2022
SAN, ERP, CRM, Growth, VP, Customization, Organization, Forecasting, ROI, Process, House, Acquisition, Industry, Customer relationship management, CMO, Solution, Sales, Insightly

SAN FRANCISCO, Oct. 25, 2022 /PRNewswire-PRWeb/ -- Today, Insightly, a modern, scalable Customer Relationship Management (CRM) platform, is sharing important insights into CRM functionality and what matters most for manufacturers when choosing a platform. An Insightly customer survey of manufacturers found that 70 percent saw a positive ROI within one year of using Insightly CRM, and 58 percent reported growth in their win rate of opportunities.

Key Points: 
  • SAN FRANCISCO, Oct. 25, 2022 /PRNewswire-PRWeb/ -- Today, Insightly , a modern, scalable Customer Relationship Management (CRM) platform, is sharing important insights into CRM functionality and what matters most for manufacturers when choosing a platform.
  • An Insightly customer survey of manufacturers found that 70 percent saw a positive ROI within one year of using Insightly CRM, and 58 percent reported growth in their win rate of opportunities.
  • "When it comes to the manufacturing industry, a flexible CRM helps in both customer acquisition and retention," said Chip House, CMO of Insightly.
  • For manufacturers who are looking for a CRM platform, Insightly will offer a live platform demonstration on Thursday, November 3 at 12 noon ET .