If you offered to grant a small business owner an unlimited quantity of a resource of their choice, what would they probably look for? More products, more financing, more employee support? Or something that companies large and small always tend to run low on: time?
The more efficient a company’s daily operations, the more time available to form personalized connections with customers, craft smart initiatives and improve the organization’s bottom line. This concept is at the heart of Insightly CRM’s newest features – workload automation. With the ability to automate and assign back-end and routine tasks, sales teams and marketing professionals can reclaim hours in their days, spend more time face to face with customers and decrease time spent in front of a computer.
Workflow automation isn’t always accessible for SMBs
Automation isn’t new in the business world, nor are they foreign to CRM solutions. However, most CRM platforms don’t offer workflow automation at a realistic price point for small and growing businesses, meaning sales reps get stuck with manually entering data for new sales opportunity – and potentially introducing a margin of human error. Now, Insightly CRM users can automatically create and send emails and notifications, communicate with supervisors, and complete administrative tasks, backed by assurance that their data is up to date and accurate.
In addition to workflow automation, our new mobile enhancements support recurring task support within the Insightly mobile app, as well as improved search capabilities for offline files and those stored in third-party systems. Combined, these mobile and automation features make it easier than ever to manage the customer’s journey while saving valuable time. For SMBs like Business Made Simple, getting back this time opens opportunities to deliver individual experiences to customers, improve the overall health of the business and fostering growth – results that any organization can benefit from.
Learn more about workflow automation and increase your company’s productivity today with a free trial of Insightly.
At Insightly, we offer a CRM used by small and mid-sized businesses from a variety of verticals. Learn about all of Insightly’s features and plans on our pricing page or sign up for a free trial.
