Insightly’s Office 365 Integration Means Better Business for Optimize Social Media

We’re very excited that Optimize Social Media, an Insightly and Office 365 customer, was recently highlighted by Microsoft to illustrate how Insightly’s integration with Outlook 2013 can help make big improvements to running a business.

Optimize Social Media educates companies on social media and manages their social networks so that they can focus on their day-to-day business. They moved from desktop versions of Office to Microsoft Office 365 for freedom of access and better software management. When they needed a way to organize and maintain their accounts and projects, Jessica Barone, their IT Director, looked into Insightly. Optimize found that the integration between Outlook 2013 and Insightly allows them to have email and CRM in one place, a CRM calendar that’s synced with Outlook, and mobile access to the information they need when they need it.

As Jon Greene, President of Optimize Social Media says, “Social media is a tough thing to sell to people. Insightly and Office 365 really help you do that by managing all the data and getting it back to the customer and being able to show them what we’re doing so they can concentrate on their business. So it helps us grow, and grow, and grow.”

Check out Microsoft’s short, information-packed video to learn how a growing company is utilizing this valuable Office 365 integration to help them move forward on the path to success.