Best Practices 5 Reasons You’re Losing Customers (Churn) —And How to Win Them Back Stop churn to grow your business. 19 Dec 2023 Share Customer 3 ways a CRM success plan can help you maximize ROI How a success plan ensures faster CRM user adoption & more. 27 Sep 2023 Share Customer What is customer success? Learn about the foundation & evolution of customer success. 23 Jul 2023 Share Best Practices 6 Types of Customers and How to Delight Them Learn about six customers types and how to meet their needs. 31 May 2023 Share Marketing Customer life cycle in CRM Use the right CRM to move through the lifecycle with your customers. 04 Apr 2023 Share Best Practices The state of CRM: Choosing the right CRM to align teams How go-to-market teams create a better customer experience with CRM. 01 Apr 2023 Share Best Practices CRM for Hospitals: How healthcare businesses grow Navigate regulations and processes with the best CRM for hospitals. 22 Mar 2023 Share Service & Support 6 Ways To Make Customer Interactions Matter Solid customer experiences define brand relationships after the initial sale. A single interaction can make or break a customer’s perception of your company. 04 Mar 2022 Share Best Practices 5 Ways To Improve Customer Focus Examine your products/services from the customer’s viewpoint. Take a few steps on your own customer journey. 25 Feb 2022 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 Service & Support 5 essential customer engagement metrics and KPIs Which user engagement metrics matter most for your business? Learn which KPIs you’ll need to focus on for success. 03 Feb 2022 Share Customer How to use workflow automation in customer service Get five quick tips on using workflow automation to improve customer service. 14 Jun 2021 Share Marketing Why you should align marketing and customer success teams The guide to building marketing and customer success alignment 13 May 2021 Share Business & tech Reconnecting with customers in a post-pandemic world How to reset your strategy when it comes to everyone you depend on. 06 May 2021 Share Customer What is customer churn rate? 5 tips to lower it Get the tips & start improving your customer retention rate 26 Mar 2021 Share Customer 5 ways to deliver the best customer service Tips on becoming a customer-centric company 16 Feb 2021 Share Marketing Lead generation vs. customer retention Which is more important? 28 May 2020 Share Customer 7 ways to adapt to shifting customer expectations How to better manage customer expectations & stay competitive in the digital era 11 Mar 2020 Share Experience the Insightly platform for yourself Request a demo