Small businesses thrive when they work smarter, not harder. As recently discussed during our Facebook Live chat, 2016 strengthened our team’s focus on the former. As we begin 2017, we’re celebrating the new year by reflecting on highlights from 2016 and looking at what’s in store for the next 12 months.
2016: New levels of CRM automation and security
From MailChimp integration and workflow automation to adding security features and improving our Import Wizard, which allows users to update records in bulk, let’s just say it’s been a productive year. More than 30 improvements to our CRM solution are now helping small businesses become more efficient in their daily operations.
Re-architecting our CRM solution gave our customers the ability to bring better results to their lead management processes, a top initiative for 2016. Features like lead assignment rules and SmartMerge to their main records, which merges pesky duplicate leads, were key to this effort. Critical features for SMBs, including workflow automation and mobile support, are now a core part of our CRM system.
SMBs are the target for more than 60 percent of cyberattacks – meaning it’s essential for our customers to keep their data secure. Our Advanced Permissions feature, along with several other new SOC 2-compliant security features, increase protections for the sensitive information stored in CRM systems.
Looking ahead to 2017: Project management, integrations and more SMB priorities
Throughout the next year, we’ll continue to focus on SMB priorities and needs to help our customers gain quick insights, stay informed, and save time and money.
You can expect to see additional developments in project management and new sales features, such as time tracking and charts. We’ll also focus on adding more mail integration, which will automatically bring all mail into Insightly, a feature that’s a must for many SMBs. Additionally, we’ll continue to invest in reporting and integrate with collaboration platforms like Slack. As cybersecurity threats grow more in size and complexity, we’ll continue to work to keep our security features up to date and ahead of the curve.
Something we loved last year was the amount of customers who shared their needs and opinions about Insightly. Customers are the soul of any business, and we take our customers’ needs and feedback seriously. Do you have a feature you want us to add? Let your voice be heard – share your thoughts through the customer community section.
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.
