Insightly Consultant

What is an Insightly consultant?

An Insightly consultant can help your business adopt the Insightly customer relationship management platform and use it with maximum effectiveness. Insightly is a highly useful cloud-based CRM that can help you manage your customer relationships, streamline your sales processes and close more deals.

Why should I work with an Insightly CRM specialist?

Insightly is a nuanced platform with hundreds of different features and functions. While most teams will be able to easily adapt to using Insightly’s basic features, an Insightly CRM specialist can help you tailor its more advanced functions to your unique business needs and use it to solve problems.

What can I gain from Insightly consulting?

When you hire an Insightly expert, he or she will analyze your existing CRM and help you transition your processes seamlessly over to Insightly. Then, they’ll make recommendations and train your team to use the platform to automate workflows, maintain contact with customers, set up your product pricing and provide quotes.

Example Insightly Consultant Services

  • Manage initial Insightly setup and train sales team on the platform
  • Import existing leads and customers
  • Create automated workflows for sales processes
  • Integrate Insightly with other sales tools like MailChimp, Slack, and Zapier
  • Set up product pricing and create templates for quotes
  • Use sales territory visualization to assess performance and discover opportunities for improvement
  • Serve as an ongoing advisor for Insightly best practices
  • Advise on ongoing, manual email campaigns (company news, promotions, holiday, etc.)

How Can I Hire An Insightly Consultant?

BrandGrow can help you automate your sales pipeline and close more deals with Insightly CRM. Contact us now to learn more about our Insightly consulting services and how we can help grow your business.