Best Practices Mastering CRM Evaluation: A Guide for Your CRM Evaluation Teams Create teams for selection and ongoing evaluation. 13 Dec 2023 Share Best Practices Why your CRM configuration is vital Configure your CRM the right way to maximize ROI. 15 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 Steal Our Proven CRM Evaluation Checklist: 13 Criteria to Consider, Questions to Ask, & More Learn what to look for…checklist included! 31 Jul 2023 Share Best Practices Grab the CRM Audit Checklist we use with Customers Everything you need to perform a CRM audit. 20 Jun 2023 Share Best Practices CRM Benchmarks: How to Assess Your CRM Performance Set your CRM benchmarks with this handy guide. 31 May 2023 Share Best Practices CRM dashboards: the best way to get most out of your data Set your CRM dashboards with this guide. 21 Dec 2022 Share Best Practices The true cost of a CRM Most CRMs cost way more than advertised at face-value. Learn how to determine exactly how much you’ll spend when all is said and done. 29 Jan 2022 Share Marketing How to measure marketing ROI Learn how to calculate marketing return on investment for the short & long term. 05 Feb 2021 Share Marketing How to build an attribution model for your business Learn how to make your marketing campaigns laser-focused & close more sales 19 Jan 2021 Share Marketing What is multivariate testing? When & why you should use it Get the tips & learn how multivariate testing is different from A/B testing 02 Dec 2020 Share Business & tech How to eliminate the need for costly CRM consultants Here are five tips to help you get rid of CRM consulting fees 10 Sep 2020 Share Experience the Insightly platform for yourself Request a demo
