CRM Makeovers by Gene Marks
In 2016 we launched the “CRM Makeover” series to help our new and existing customers get even more value out of Insightly CRM. What is a CRM Makeover? It’s an hour of free consulting with CRM expert and noted author, Gene Marks. This year’s winners include:
- Chris Hathaway of AggData, LLC
- Rachel Boschen of the New York Daily News
- Annie Reeves of Chintaro Software
Getting Down to Business
After diving into the specifics of how each customer is using Insightly CRM to manage day-to-day business operations, Gene provided detailed recommendations on ways each business can derive even more value out of their CRM platform by making adjustments to things such as workflow processes. And it doesn’t stop there. Each customer’s business was also profiled in one of several publications, including Inc. and the Huffington Post.
Make 2017 Your Year for a CRM Makeover
If you’d like a chance to win a CRM Makeover for your business in 2017, follow a few simple steps. If you’re a current customer on either a Free or Paid Insightly plan, Subscribe to the Insighly blog and you’ll be automatically entered for a chance to win.
New to CRM, No Problem
Even if you’re a CRM newbie, you can still become eligible to win a CRM Makeover. Just sign up for a Free or Paid Insightly plan AND Subscribe to the Insightly blog and you’ll be automatically entered for a chance to win. Get on the path to a CRM Makeover today!
At Insightly, we offer a CRM used by small and mid-sized businesses from a variety of verticals. Learn about Insightly’s features and plans on our pricing page or sign up for a free trial.
