Feeling the love for your CRM? Company News by Val Riley February 11, 2022 February is a month of love. Sure, roses and chocolates are wonderful, but nothing makes the heart beat faster than revenue growth that comes when you use the right CRM. TrustRadius announced today that Insightly received a 2022 Most Loved Award. How are the awards determined? TrustRadius analyzed every review collected in 2021 word by word across 25,820 products and 800 categories. The most beloved products were determined by comparing mentions of “love” in all its (grammatical) forms to the total number of reviews received for each product. Just 101 products emerged from this process as the winners of TrustRadius’ 2022 Most Loved Award. These products earned the highest ratio of “love” per review across the entire TrustRadius platform. “Buyers have a lot of options to choose from when it comes to customer relationship management (CRM) software,” said Megan Headley, VP of Research at TrustRadius. “The right CRM can help businesses ensure they are able to provide a seamless customer experience. Insightly earned a Most Loved award based directly on feedback from their customers. It’s one of the most loved software products of 2022.” We’re blushing, but it got us wondering, what main qualities make a CRM worthy of love? Unification – Perhaps CRM love means you are using a unified platform where marketing, sales, customer service, and project management all come together with a shared database. Connections – Being able to integrate with all of the tools you already use, like Quickbooks, WordPress, Slack, and more without writing lines and lines of code could be the definition of CRM love. Service – Nothing feels more lonely than not having the support you need. Maybe a loveable CRM is one that provides extensive onboarding, ongoing email and phone support, and quarterly check-ins to make sure you’re getting the most from your CRM by using all of the newest and best features. So, we hit the proverbial streets to hear directly from Insightly users on what makes them love Insightly. This is what they told us: Love closing deals faster “Adopting Insightly has helped us close deals faster because the entire team collaborates on providing mission-critical detail in the CRM. From my perspective as a sales leader, the support I get from the team to capture this information and close opportunities is absolutely critical to our success.” – Ian Pund, Senior Vice President, Sales, Noble Biomaterials Love driving 10x pipeline “Insightly Marketing journeys are an intuitive solution that has helped our client drive a 10x increase in pipeline over just a few months by identifying prospects with a high propensity to convert. – Amy Anderson, Co-Founder, Wild Coffee Marketing Love easy customizations “With Insightly, we can implement changes in minutes, not months. And as sys admin, I’m able to handle almost any customization–we don’t need to hire expensive dev resources to update code.” – Charlana Tanner, Business Systems Administrator, Sigma Equipment Love doubling output “We use projects to manage complex client reporting on campaign performance and audience insights. Insightly’s flexibility and functionality has empowered our teams to double the number of projects we deliver weekly.” – Maud Levasseur, Director, Platform Operations, AdSquare Love dashboard views We’re a very data-driven organization. Adopting dashboards has saved multiple days per month in manual Excel work for me and my dept heads, reduced the possibility of errors, and empowered us to be much more forward-looking in our approach.” – Jonathan Bernwieser, CEO and Co-Founder, Agrando Love doubling lead volume “In less than a year, we’ve expanded our program from 2-3 campaigns a month to 12 unique campaigns, and we’re continuing to grow. Using advanced segmentation has doubled our lead pipeline and deal conversion through more effective targeting.” – Jordan Horn, Email Campaign Marketing Manager, Barrier Companies Love customizations without a developer “Insightly empowers our team to easily customize fields, processes and automations on the fly. You don’t need to be a developer to do this–it just works so seamlessly. Insightly helps us deliver a bespoke experience for all of our customers.” – Chris Benham, Director, The Village Goldsmith Love hitting growth targets “Insightly Professional Services delivered a business-critical integration that not only gives us real-time access to revenue projections, but is also empowering us with the insights we need to hit our growth targets.” – Andrew Piron, COO, Proud Source Spring Water Time to swipe right on Insightly So, if you’ve got the CRM blues, it’s time to swipe right on Insightly. Whether you’re looking for your first CRM love, or you’re moving away from a partner who’s not treating you right, Insightly has the features and the pricing that will make your heart sing and your phones ring. Start a free trial today. Announcements | Customer Relationships | Unified CRM Val Riley Val Riley is a tech marketer with more than 20 years of experience. She specializes in Content Marketing at Insightly and previously worked for a marketing automation platform as head of Product and Content Marketing. Also known as The Decaf Marketer, Val is a regular contributor on LinkedIn.
