Insightly & Ruler Analytics Integration

Overview of integration

Insightly is a commonly-used CRM system used by marketing, sales and customer success teams worldwide. It allows its users to better track leads and organise their sales pipeline and create automations to move deals along.

Key benefits

Track the full customer journey, not just lead conversions
Accurately measure your digital marketing ROI by attributing closed revenue back to influencing channels, campaigns and keywords
Optimise your marketing based on what's driving more revenue, not leads
Track all revenue, including revenue closed offline or via tricky to track channels

Key features

Enrich your sales leads

Supplement your sales opportunities with over 60 marketing variables to view your customer’s interactions over multiple touch points, including first/last click marketing source, landing page, keyword, page views and sessions. Provide your sales team with greater intelligence on prospects via a direct link to the prospect’s data within Ruler to view their decision making journey via various channels, sources and engagement with your website.

Evidence marketing impact

Provide proof of the success of your marketing campaigns by reporting on value rather than vanity metrics. Report on return on investment at channel, campaign and keyword level as prospects make their way through your opportunity pipeline.

Align sales and marketing efforts

By combining marketing and sales data in one place, your teams can take a collaborative approach to your commercial operation, understand what constitutes a quality lead, how marketing affects the sales cycle and optimise to generate revenue quicker.