Data & Reporting 7 Types of Marketing Automation Data—and How to Use It Get the most out of this valuable asset. 13 Sep 2024 Share Data & Reporting 15 Essential Metrics for Marketing Automation Success Learn which KPIs help to optimize your strategy—and which you can ignore. 22 Aug 2024 Share Best Practices CRM data and data integration Learn how CRM data integrations work. 30 Jul 2024 Share Best Practices How Effective Cash Flow Management Sustains Long-Term Customer Relationships Why cash flow matters to your CRM. 09 Jul 2024 Share Data & Reporting CRM Lead Management Tips Learn how to best handle those precious leads. 25 Mar 2024 Share Data & Reporting Make smarter decisions using business intelligence How to use business intelligence metrics. 05 Sep 2023 Share Best Practices 5 Essential CRM Reports (Plus 6 More You Probably Need) Explore powerful reports to help your business grow. 28 Aug 2023 Share Best Practices Which CRMs are HIPAA Compliant? Explore top brands CRM HIPPA compliance checks for each. 09 Aug 2023 Share Data & Reporting Intuition vs. data-driven decision making in business today Learn why businesses should opt for a data-driven approach. 10 Jul 2023 Share Data & Reporting New marketing automation research: 2023 See how B2B marketers are using marketing automation everyday. 31 Mar 2023 Share Data & Reporting Single Customer View: What it is and why you need it SCVs allow cross-functional teams and organizations to use aggregated data to drive higher value business outcomes and provide high-quality customer experiences. 18 Feb 2022 Share Data & Reporting How to make the most out of buyer intent data Learn the basics of buyer intent data, its uses, and benefits for your business 11 May 2021 Share Data & Reporting 3 ways to use CRM data in building customer journeys Get essential tips on customer journey mapping 25 Feb 2021 Share Data & Reporting What is a customer data platform? Learn the basics, benefits, & uses of a customer data platform 18 Feb 2021 Share Data & Reporting 4 questions to help you ensure your mobile CRM’s security Insightly CMO Tony Kavanagh shares insights on evaluating mobile CRM security 15 Sep 2020 Share Data & Reporting What is data integrity? How to achieve it? Here are five ways to ensure data integrity in your organization 19 May 2020 Share Data & Reporting Customer data: everything you need to know Let’s take a deeper look at different types of customer data & how to manage it 16 Apr 2020 Share Data & Reporting How to fix bad CRM data Bad data happens to good teams. Learn how to keep your CRM data clean & useful. 01 Apr 2020 Share Data & Reporting How to organize customer data in a CRM Here are a few CRM best practices for customer data management 12 Mar 2020 Share Blog posts about data and reportingAt Insightly, we love data! Explore the blog posts in this section where you can deep dive on data that will help run your business. Blog posts in this section cover a wide range of topics, from data analysis techniques to reporting best practices. Here is some of what you’ll see: Data Visualization Best Practices: Explore effective techniques for creating clear and impactful data visualizations that enhance understanding. The Importance of Data Quality: Discuss the significance of maintaining high-quality data and strategies for ensuring accuracy and reliability. Choosing the Right Data Analysis Tools: Compare and contrast popular data analysis tools, helping readers choose the most suitable option for their needs. Advanced Data Analytics Techniques: Dive into advanced data analytics methods such as machine learning, predictive modeling, and clustering. Creating Actionable Reports: Provide tips on how to design reports that not only present data but also guide decision-making and action. Data Governance Best Practices: Discuss the importance of data governance in maintaining data integrity, security, and compliance. Real-time Data Analytics: Explore the benefits and challenges of real-time data analytics and its applications in various industries. Data-Driven Decision-Making in Business: Discuss how businesses can leverage data to inform strategic decisions and gain a competitive advantage. Automating Data Reporting Processes: Showcase tools and techniques for automating data reporting processes, saving time and reducing errors. Key Metrics for Business Success: Identify and explain essential metrics that businesses should track to measure performance and success. Data Storytelling: Turning Numbers into Narratives: Explore the art of data storytelling, demonstrating how to communicate insights effectively through narratives. Data-Driven Marketing Strategies: Discuss how marketers can use data to personalize campaigns, target audiences effectively, and measure campaign success. Data Security and Compliance in Reporting: Provide insights into securing sensitive data and ensuring compliance with data protection regulations. Experience the Insightly platform for yourself Request a demo