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Q2–2022: Product updates to Insightly AppConnect, Service, Marketing, and CRM

Insightly

During the last few months, the Insightly team has worked diligently to bring a full suite of feature updates to all four Insightly products: CRM, Marketing, Service, and AppConnect. Watch the webinar to hear the full set of product updates, or get a summary of Insightly’s new features below. Watch the webinar. Forms filled.

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15 Key Integrations Between CRM & Your Other Business Processes

Hubspot Sales

If you are getting acquainted with your CRM software and are impressed with how it functions independently, allow us to introduce you to your new favorite feature — integrations. While CRM software is powerful on its own, integrating your CRM with other tools across your sales stack makes your job so much easier.

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Best CRM Training Strategies to Build a Rockstar CRM Team

Insightly

In general, CRM training refers to the process of educating the end-user individuals on how to effectively use customer relationship management (CRM) software and tools. Why you should train your CRM team Training your CRM team is essential for several reasons: ROI: Your CRM is an investment.

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All the things marketers can (and should) be doing with a CRM

Nutshell

Although typically perceived as software for salespeople, CRMs are the secret sauce behind most successful marketing initiatives. A CRM is an integral piece of software for marketers and salespeople. Who’s attending webinars. Tracking source to sale. Targeting based on behavior, location, and other data.

CRM 155
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The CRM Has Evolved. How About Your Sales Strategy?

Hubspot Sales

If your CRM was once an island occupied only by your sales team, that's absolutely no longer the case. In the last few years, the CRM has evolved far beyond being just a tool for contact management. That's still a core function, sure, but the CRM now has something for every team and individual in your organization.

CRM 122
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Client Communication: The Key to Profitable Real Estate Marketing

ACT

The second trait is that all successful agents are masters at client communication. Communicating with clients goes much further than simply bombarding potential buyers and sellers with messages and emails. CRM + Marketing Automation. Successful agents (and brokers!) You can’t manage what you don’t measure.

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Do independent financial advisors really need CRM?

ACT

If you’re an independent financial advisor , you might wonder if you really need customer relationship management ( CRM ) software. Forrester Research reports that financial advisors can improve prospect-to-client conversion rates by up to 300% when they use CRM. Deliver more impactful communications with email marketing.

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