The business services segment is broad and encompasses companies across industries that offer a variety of services including marketing and advertising, consulting, legal services, security and many more. While the sector is large, they all share a common need to keep leads, contact information and projects organized. But using pen and paper, email, Excel spreadsheets and/or Google docs to keep information straight and up-to-date is a recipe for disaster. As a result, many business services companies have quickly realized that what they really need is a customer relationship management (CRM) tool. And the benefits of implementing a CRM are endless. In fact, according to a recent survey of Insightly business services customers, 49 percent improved the efficiency of a business process with Insightly. So what was the “aha!” moment when these Insightly customers knew they had found a tool that would change the way they did business for the better? We compiled a list of our favorites:
Guidance Aviation: With Insightly, Guidance Aviation reps have successfully used the data stored within the platform to give students more attention and highlight the benefits most likely to suit their needs. This individualized attention has resulted in consistently increasing enrollment rates for both of its programs.
Hive Business: Insightly has become the 7th member of the Hive Business team. Now, sales and marketing can manage and communicate with clients and prospects simply, quickly, and with complete transparency. The efficiency of the company’s sales process has developed from an unknown to a constantly improving figure that allows the team to have confidence that no opportunity is being left behind.
Peter Greeno Photography: Peter’s business relies heavily on referrals, which means he needs to keep each client happy and satisfied throughout the entire process. With Insightly, he can easily keep track of more conversations with potential clients, and as a result, sales have increased substantially. He’s also saving a considerable amount of time on back-end processes, allowing him to invest those resources to grow his business by investing more time into marketing for the next season.
Sandler Training: After just five months of using Insightly, the Absolute Sales Development team, a Sandler Training center based in Miami, completely overhauled its client management process. Employees were eager to use Insightly because it is easy to add new clients, and the organization benefits from having all customer data in one organized database. The intuitive nature of Insightly’s user interface makes it easy and fast for the team to navigate through contacts and sort them to identify tasks.
At Insightly, we offer a CRM used by small and mid-sized businesses from a huge variety of verticals. Learn about Insightly’s features and plans on our pricing page or sign up for a free trial.
