Sales How to calculate ROI of CRM (& improve it too!) Here are 3 things to consider when measuring the ROI of CRM. 03 Jan 2024 Share Business & tech Revenue Operations / RevOps Career Path: What It Is & How to Get Started Looking for an in-demand career? This is it! 28 Sep 2023 Share Best Practices 5 Essential CRM Reports (Plus 6 More You Probably Need) Explore powerful reports to help your business grow. 28 Aug 2023 Share Best Practices Grab the CRM Audit Checklist we use with Customers Everything you need to perform a CRM audit. 20 Jun 2023 Share Best Practices CRM Benchmarks: How to Assess Your CRM Performance Set your CRM benchmarks with this handy guide. 31 May 2023 Share Best Practices Best CRM for QuickBooks: see why accounting software + CRM is a win With two ways to integrate, Insightly is the best CRM for QuickBooks. 21 Mar 2023 Share Best Practices CRM dashboards: the best way to get most out of your data Set your CRM dashboards with this guide. 21 Dec 2022 Share Company News Manufacturers improve operations & grow annual revenues 18% Results & insights from a survey of 100+ Insightly’s customers in manufacturing. 18 Aug 2022 Share Best Practices The CRM process is flawed. Here is why. Find out how to gain more insights and deliver better experiences with a unified CRM. 10 Dec 2021 Share Sales 6 workflow automation best practices to streamline sales pipeline See how workflow automation can empower your sales reps to close more deals. 22 Sep 2020 Share Experience the Insightly platform for yourself Request a demo