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.
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.