Insightly, an Unbounce company

Insightly, an Unbounce company

Software Development

San Francisco, CA 13,895 followers

The Modern CRM teams love 🧡

About us

Insightly, the new breed of CRM, helps modern businesses of all sizes build lifelong customer relationships and grow faster than ever before. Insightly's out of the box capabilities allow you to tailor each user's experience for every customer facing role. It is easy to use, easy to set up, highly customizable to your industry, and offers fast time to value at a low total cost of ownership. Join more than 1.5M Insightly users who are already building better customer relationships. Founded in 2009 and based in San Francisco, Insightly is backed by $38 million in funding over three rounds from leading venture capital firms: Emergence Capital Partners, Cloud Apps Capital Partners, Scott Bommer and Sozo Ventures.

Website
http://www.insightly.com
Industry
Software Development
Company size
51-200 employees
Headquarters
San Francisco, CA
Type
Privately Held
Specialties
CRM, Customer Relationship Management, Marketing Automation, Customer Service, and Integration Automation

Locations

Employees at Insightly, an Unbounce company

Updates

  • Today’s message: you are not alone. 🧡 Nearly 80% of professionals suffer from Restless CRM Syndrome. With RCRMS, you may be experiencing: ▶️ Slow page loads ▶️ Enlarged consultant invoices ▶️ Complex UIs ▶️ Exorbitant annual fees ▶️ Moderate to severe frustration There is no need to suffer in silence. Treatment is available for RCRMS in the form of Insightly CRM (CRM Maximus Pipelineum.) Warning! Side effects may include:  ▶️ Increased leads ▶️ A packed pipeline ▶️ Smooth-running projects ▶️ A single source of customer data ▶️ More revenue ▶️ A smiling sales team ▶️ Lasting customer relationships ▶️ Explosive happiness 💥 April 1 is the first day of RCRMS awareness month. Learn more in this video and visit the Insightly website for details.

  • SaaS sellers have heard the saying, "Free trials are where deals go to die." But it doesn't have to be that way. Instead of seeing a trial request as a buying signal, Salman advises reps to probe deeper into the reasons behind the request. 👉 Why does the prospect want a trial? 👉 Is it to understand a specific feature or functionality? Often, these questions can be addressed during the demo or a follow-up call, negating the need for a lengthy (& risky) trial period. Watch the full Closing Time episode to avoid falling into the trial trap. #saasselling #b2bsales #freetrials 

  • What do the song Modern Love, the show Modern Family, and the game Modern Warfare have in common with Insightly? The word ‘modern’ in all of them is unified in that it’s about leaving the past behind and moving towards enlightenment. That brings us to Modern CRM – not as popular of a term (yet!). Modern CRMs leverage the latest cloud, mobile, API, and database technologies and make them easily usable and accessible by all members of an organization. Anyone who has used a legacy CRM knows the challenges: - ongoing administrative costs - customizations - integrations - usability Therefore, a Modern CRM (like Insightly) is delivered to users in a way that meets the specific needs of their unique business at a predictable, fair cost. Plus, a Modern CRM is scalable and will grow with you, so you’ll never outgrow it. 🌱 Are you stuck in the past with a legacy CRM? #moderncrm #insightlycrm #salesforcealternative 

    • Modern CRM vs. Legacy CRM
  • Switching CRMs is like building a new house—you need a solid foundation to ensure everything runs smoothly from the ground up. Anastasia Dorsheimer of Buffalo Computer Graphics (BCG) knew their old system couldn’t support the company’s growing needs. But instead of rushing into a quick fix, she took the time to: ✔️ Listen to stakeholders ✔️ Identify gaps & core needs ✔️ Find the best solution to unify their unique processes With its ease of use, robust customizability, and powerful data insights, Insightly became the clear choice, giving BCG the stability and support it needed to grow. --------- Shopping for a new CRM? Tune in to the full episode to see how laying this strong foundation led to high user adoption and early success with Insightly. #customerspotlight #insightlycrm #crmselection

  • Are you confident with where your marketing dollars are going and what’s actually driving results? Larry Todd of LeadsRx explains why so many marketers struggle to get attribution right: 👉 Scattered data makes it hard to see the full picture 👉 Single-touch attribution oversimplifies the complex customer journey It’s time to shift your focus from short-term metrics like demo sign-ups or content downloads to what really matters—revenue. Watch the full Closing Time episode to learn how you can connect the dots. #b2bmarketing #marketingattribution #multitouch

  • The BDR/SDR role is about more than just hitting quota. Most sales pros start as outbound reps, but Craig Surgey sees it as more than just the start of your sales career—it’s a chance to build valuable skills you’ll use throughout your life. From cold calls to endless rejections, those early "no's" eventually lead to wins and teach you how to build lasting relationships amidst adversity. It’s a grind, but most will say the payoff is worth it. ------ How can sellers navigate the path from entry-level roles to the big leagues of enterprise sales? Find out in the full Closing Time episode. 🎙️ #closingtime #bdr #sdr #salesgrind

  • Purple Cow, The Dip, Linchpin…if you work in marketing, you’ve likely read one of Seth Godin’s 21 best-selling books. Now’s your chance to hear directly from the man himself! 🎤 Seth is kicking off Unbounce’s Marketing Agency University TOMORROW, and he’s bringing fresh insights on how to create remarkable work that elevates your client relationships. Don’t miss it—save your (virtual) seat today! ➡ https://bit.ly/4dZFHfP

    • Free webinar with Seth Godin | Register today!

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