In the world of pediatric behavioral health, managing data privacy is paramount. Meet Allison Kundu, Senior Vice President of Marketing, and Geoff Bremner, CMO at Bend Health, a pioneering provider dedicated to supporting the mental health of kids, teens, young adults and their families. 

Challenge

Find an affordable, HIPAA-compliant platform to assist with patient outreach and onboarding, while also allowing for seamless integration to our electronic health records. 

Solution

Insightly’s HIPAA-compliant CRM with an intuitive workflow and process automation functionality, plus AppConnect for integrations.

Outcome

By Implementing Insightly, Bend Health was able to optimize operations, enhance patient engagement, and ensure protection of PHI. Knowing the personal health information of kids and families is safe,  the team can spend more time building lasting relationships and help kids and families feel better.

Bend Health’s journey with Insightly has proven to be highly cost-effective and easy to implement when compared to other HIPAA-compliant platforms.

Candice Simons, the founder and CEO of Brooklyn Outdoor, is reimagining out-of-home media and customer relations in the advertising industry. Founded in 2013, Brooklyn Outdoor is now a regional and national advertising force. The predominately female powerhouse team uses a grassroots method, working with the artists and creatives in the community to provide unique, attention-grabbing advertisements and experiences for local and national businesses. 

Before starting her business, Candice thought the gap between consumers and their experiences with brands was rather obvious. “The same new technologies that enable businesses to connect with more people online are also the ones creating a distance: businesses are not in front of their customers as much as they used to be,” she said. 

Candice, who encourages her employees to be “authentically themselves and not apologetic about it,” saw an opportunity to build a different kind of business—a business where employees took time to get to know individual customers, their needs, and goals. “To create hyper-personalized experiences for Brooklyn Outdoor customers, we needed to spend more time in the neighborhoods where the ads will go up and learn more about the people and culture,” she says. 

In order to meet the demands of her growing business and better connect independent billboard operators with Fortune 500 clients, Candice knew she needed a new way to manage customer relationships and run her business. “If we wanted Brooklyn Outdoor to scale and elevate the experiences we deliver, it wasn’t going to happen with Excel spreadsheets,” Candice said.  

Challenge

As the business grew, Brooklyn Outdoor needed a scalable CRM solution with real-time data to align their teams and enhance information sharing.

Solution

Insightly’s customizable CRM with an intuitive workflow and process automation functionality allowed Brooklyn Outdoor to grow their business faster than ever.

Outcome

By Implementing Insightly, Brooklyn Outdoor can automate repetitive tasks, streamline business processes, and spend more time on what matters most to their business – building lasting relationships with customers.

Sport Court is an industry-leading modular sports flooring designer and builder serving both residential and commercial customers across the U.S. and in more than 170 countries. Since 1974, Sport Court has installed more than 50,000 courts worldwide and has become the world’s largest court builder. Across all of the company’s locations, Sport Court is dedicated to providing lasting, safe, quality courts that create memories and foster talent.

Sport Court’s Las Vegas location, owned and operated by Miles Reynolds, provides multi-use courts for up to 15 sports, like backyard or indoor basketball courts, home tennis courts, pickleball courts, and much more. Each court is customizable to the customer’s preferred game, dimensions, colors, and accessories. 

Prior to Insightly, Sport Court Las Vegas struggled to implement efficient and sustainable business processes that would allow the company to grow and scale. 

“I’ve been in business for 15 years and hit a revenue ceiling five years ago. I was at a place where I either needed to shut my doors or do something different,” said Reynolds. “ I really needed a tool that would put my business under a microscope and help me identify where the gaps might be.”

Challenge

Sport Court Las Vegas needed a fully-customizable, scalable CRM and marketing solution that would support their unique business needs and enable them to reach and exceed their revenue goals.  

Solution

Customizable projects and pipelines, paired with the ability to seamlessly integrate with marketing automation and third-party applications like QuickBooks and PandaDoc, made Insightly the perfect solution for Sport Court Las Vegas.

Outcome

By Implementing Insightly, Sport Court Las Vegas grew revenue by 242%, created lean systems and processes, and improved customer service.

While most people look in their sock drawers and see the mundane, Lisa Riggs sees opportunity. That’s why she founded Spirit Sox USA, a custom sock company based in San Jose, California, offering high-quality custom knit socks at extremely competitive pricing. The company is certified as a Women’s Business Enterprise (WBE) through the Women’s Business Enterprise National Council (WBENC), the nation’s largest third-party certifier of businesses owned and operated by women in the United States. Spirit Sox also donates 5% of company profits to providing socks to the homeless in the United States. 

Before implementing Insightly in 2017, Spirit Sox struggled to manage and organize customer data in real-time with Excel spreadsheets. “I knew that I wanted to grow my startup business, so I was looking for an affordable, fully customizable CRM that would be able to grow with us, ” said Lisa Riggs, CEO and founder of Spirit Sox USA. “We had never used a CRM prior to Insightly, so we needed a solution with an intuitive interface that would be easy for our team to adopt and navigate.”

challenge

Spirit Sox needed an intuitive, customizable CRM to align its teams around a single source of information.

solution

Insightly provided a collaborative, affordable solution for managing Spirit Sox’s unique business needs.

outcome

By implementing Insightly, Spirit Sox can track business performance in real time while increasing internal efficiency and enhancing information sharing throughout the organization.

Falcone participated in the AppConnect launch webinar with Insightly on April 28, 2021 and spoke to the benefits of using AppConnect to streamline her team’s processes and workflows.

The complexities of running a solar business

Better Earth is a vertically integrated residential solar energy installation company, managing everything from the sale to installation to service and maintenance of the solar systems they install for customers.  According to Falcone, solar is not just a cutting edge technology at the leading edge of America’s new energy economy; at its core, Better Earth is ultimately a construction and customer service company.

Falcone told us, “Our business is very complex in that there are so many different elements that go into installing a solar system. Beyond materials or physical installation, there is a lot for our teams to operationalize.  For example, after point of sale, we conduct a site assessment, project how much power the solar system will produce, then run that through design and engineering to prepare for all of our required approvals. We submit plans to local municipalities, utility companies, and financing partners. Then, we source our materials and make sure everything is ready for installation on site. That may include getting the customer a new roof, or upgrading their electrical service before installation. After installation, we have to receive final approval from the local municipalities and utility companies to finally be able to turn the system on so our customers can begin reaping the benefits.  And beyond that there is 25 years of potential service needed for the system.”

Falcone summed it up: “The reason I’m sharing all of this with you is not to give you a crash course in solar, but to paint a picture of how many moving pieces and handoffs there are in order to install one system.

Bring that to scale with the volume across four field offices, in three states and remote teams all over the world–we needed a system that would allow us to track a multitude of data points that would take us from a startup just over a year ago to now laying and building the systemic foundation that will lift us to the next level.”

“AppConnect has enhanced our internal user experience, created intuitive, scalable processes, and helped us move faster than ever before, supporting 360% growth in installations in just a few months.”

How Better Earth Solar leverages Insightly for growth

The highest priority for Joanna and her team is reducing the time it takes to get a quality CRM system installed and turned on. They were not looking for a CRM for solar, or CRM software for the solar industry, but found Insightly to be a customizable solution. Ultimately, what that means to her and her team, is building a user friendly process for all departments, minimizing timelines between handoffs of said departments, maintaining data integrity, and developing a method of data acquisition for Better Earth’s field teams.

Falcone set the stage: “Insightly had facilitated pipeline development even prior to working with AppConnect, but as our business grew, we had to make some decisions regarding whether to add development resources to handle some of the more advanced workflows that would empower us to use our data at a level that would have even more impact, strategically, on our organization.

But the downside of that was the possibility that we’d have to spend significantly more to hire experienced personnel to build a web of connections and code that only certain people from the company would be able to troubleshoot.

Prior to AppConnect, I was manually running bulk imports of a number of data points from Custom Objects over to the Project  to move jobs into the next phase.  AppConnect provided a simple solution that I could build and manage personally, without having to engage developers. Now the only time we lose at this step in the process  is the time between the field technician completing their task and submitting the webform.”

Better Earth’s Director of Software Development, Kyle Hagler, underscored the benefits of using AppConnect to streamline the flow of information across teams safely and securely: “We were able to replicate an integration between Insightly and Smartsheet that previously relied on several hundred lines of custom code, in just a couple of hours. The visual user interface proved very intuitive and robust, making previously complex tasks much easier and more reliable. AppConnect is only accessible over HTTPS, so all traffic and data transfer is securely encrypted with SSL. Finally, the product is hosted on Amazon Web Services, which has notably high security standards.”

Benefits of AppConnect

1. Improves user experience

“By allowing our team members to complete their tasks, log data in a custom object and then push relevant data points back to the project, we are able to create a better user experience. One prime example of this was with our Installation Review process.  We had our operations managers reviewing form submissions from our install crews to determine what work, if any, still remained. Originally, they had to review the form submission in our Install Custom Object, and then click into the Project to mark data points such as Install Complete, for instance. AppConnect allowed us to manipulate the flow of data, which meant they could do their review all within the Install Custom Object and then AppConnect pushes the Install Complete date out to the Project, as that is the integral data point used to trigger a number of other actions. 

Where this originated was we were getting feedback from the team that it was annoying to click into multiple records to log data, when the review itself was one task. We were able to remedy that frustration within a couple of hours of building and testing and create a tool that worked better for them without having to rely on our developers to come in with custom code.”

2. Minimizes timelines

“We were able to shave 50% off of data acquisition timelines for our Inspections milestone. We captured data from our field teams by integrating a web form with a custom object. In this example, we utilized an Inspections custom object to track the results of our municipal inspections needed to get approval to turn on the solar systems we install. Previously, we were relying on our managers to review the results of the inspection and then mark accordingly in the corresponding Project– pass or fail–with what still needs to be done in order to pass. AppConnect allowed us to take the pass/fail data from the webform and subsequently the custom object and push it to the project directly, which allowed us to move onto the next step the instant the form was submitted.

3. Forces Process

“As a process developer, one of the biggest challenges I face is creating a process that is not only intuitive, but scaleable. I utilize a lot of workflow automations in Insightly to create statuses that showcase the current state a Project is in. It is important for the data to be entered in a way that reflects the appropriate status so that there’s visibility to anyone in operations. 

AppConnect allows me to force that data to align in a way that will display the correct status so that it showcases exactly what the next step is on a project at any given time. 

For example, there may be times during the inspection process when data may need to be cleared out or overwritten in order to reflect the current project status. Instead of relying on my inspections managers marking the exact right fields,  I can use AppConnect to do it. This is also important for scalability and growth because I do not have to train someone in a new office which fields to mark in this scenario. 

AppConnect delivered a scalable, robust solution that empowered Better Earth Solar to track, manage, and communicate processes and data points through the installation process, driving growth from 50 jobs a month to 230.

Agrando is a rapidly growing AgTech company and independent digital trading partner based in Munich, Germany. Agrando serves all participants in agricultural trading – including farmers, retailers, and producers – and acts as a tool for communication, information procurement, processing, and administration. As Germany’s most prominent digital product search engine for ag resources, Agrendo ensures vendors, pricing, and inputs in the supply chain are transparent, making the system more efficient for farmers. 

Prior to Insightly, Agrando struggled to visualize KPIs and monitor their growing business in real-time with Excel spreadsheets. “As we continued to expand our business, it became clear that Excel could no longer scale to meet our needs and that we needed to move into a digital customer management solution,” said Jonathan Bernwieser, CEO and Founder of Agrando. “We concluded that Insightly could deliver on customization, integration requirements, and ease of use – and that it would grow with our business.”

challenge

Agrando needed a customizable, scalable CRM solution that gathers and visualizes data in real-time to help their teams align on a shared vision and make data-driven decisions for future growth.

solution

Insightly’s fully customizable and easy-to-use Dashboards deliver up-to-date, relevant KPIs to stakeholders throughout Agrando.

outcome

By implementing Insightly, Agrando can quickly analyze data to make informed decisions while increasing productivity and enhancing information sharing throughout the organization.

Knightscope is an advanced security technology company based in Mountain View, California. Since 2013, Knightscope has been building Autonomous Security Robots (ASRs) that deter, detect, and report criminal activity across the United States. The product is firmly placed at the cutting-edge intersection of self-driving technology, robotics, and AI – working together to secure the places where you live, work, and visit.

Today, their client roster includes Houston Methodist Hospital, the City of Huntington Park Police Department, Citizens Bank, and other high-profile organizations in the media and entertainment, technology, sports, and travel industries.

Challenged by the constraints of Salesforce, Knightscope decided to find a new CRM and marketing app to better meet the needs of their growing team and evolving industry. “As our team grows, we need our data to be centralized and for everyone to be on one platform where they can easily share information and collaborate with one another,” said Chris Reider, Director of Client Experience at Knightscope. “Our industry is rapidly changing, which requires our teams to evolve on the fly – we didn’t have time to keep waiting for a Salesforce consultant to make changes for us.”

Challenge

Knightscope needed a simple, customizable CRM and marketing solution to help them build for the future and create business impact with little to no disruption during the migration process.

Solution

CRM features like workflow automation and project management, paired with marketing automation, made Insightly the right choice for Knightscope.

Outcome

After moving from Salesforce to Insightly, Knightscope enhanced customer experience, streamlined processes, and improved productivity.

The challenge: living in a spreadsheet world

“At the time, we were five employees living in a spreadsheet world, and communicating through fairly rudimentary tools and organizational processes,” said Aaron Shaw, Director of Natural Resources.

As the organization grew, the team needed a more rigorous way to communicate information about conservation programs and elevate the benefit of their environmental work to key external stakeholders.

“We’ve since expanded to over 20 employees. As we grew, we were very intentional in the way we were thinking about our systems, infrastructure, and communication tools – both internally and also in the way that we planned to engage the community.”

Choosing the best CRM: Insightly

One of those tools was a CRM. As the team went through their evaluation process, there were a number of factors that came into play.

Shaw said, “We really wanted a solution that, off the shelf, came as close as possible to serving the needs of our organization; which, as a public entity, serves a very diverse community of stakeholders, including other organizations, municipalities, individuals, businesses, and more. And we got all of that with Insightly.”

Bethany Lund, the team’s administrator and Conservation Specialist, was also on the team that made the decision to move forward with Insightly. “We went with Insightly because of its customization capabilities. It was going to be simple to use Insightly’s API for our integrations. We also realized that solutions like Salesforce were just too much for our needs. Insightly is right-sized to our business, and has proven to be very flexible and customizable over the long-term.”

Improved stakeholder communications

There’s a significant level of complexity in what Tualatin SWCD does to support environmental efforts in Washington County. “We provide direct financial assistance for conservation efforts through programs that improve habitat, water quality, and soil health. We also partner with organizations like the USDA Natural Resource Conservation Service to provide assistance to individuals and groups in improving conditions in our watershed district,” said Shaw.

Shaw’s team shares contacts and has conversations with people in the community at any given time across a number of programs, so it was absolutely essential that they choose a CRM with the ability to link relationships across contacts and organizations. They also needed the ability to quickly and easily create custom objects and fields to better represent the unique nature of their work.

The importance of relationship linking: a key Insightly feature

“Before we used Insightly, we faced a challenge in that a landowner or contact might have conversations with different members of our staff, but staff weren’t aware of those conversations, and it wasn’t easy to share that information without using Insightly,” said Lund. “It was creating a situation in which we weren’t providing the right level of service, and it was also inefficient for our staff. Now we can link contacts to multiple programs, projects, and entities, and that gives us a full picture of what’s going on with that contact.”

Shaw agrees. “We wanted to be able to document the history and understand the state of each conversation, the goals and interests of our residents or contacts, the number of projects the contact was engaged in across our organization, and we wanted everyone in our organization to have access to that information.”

Improving organizational efficiency and effectiveness

Along with streamlining communication, it’s also important to have full visibility across the organization to where all programs stand at any given time.

In the past, the team had been using RACI spreadsheets that showed each phase of a project from enrollment to implementation, who was responsible, and which outside organizations were involved and contributing. But the issue was that “the spreadsheets were just dead tools and didn’t connect to a project. They were able to guide our work, but didn’t translate to tracking how projects developed along the task pipeline,” according to Shaw.

Insightly has enhanced Tualatin SWCD’s organizational efficiency and effectiveness through real-time updates from features like pipelines and dashboards. “We’re using pipelines to track project and program status, who is responsible for each phase, budget status, and program completion. We’ve been able to create different pipelines for programs depending on the program inputs and process. This has helped us really understand and align across teams, and has been great organizationally to help us connect and quickly identify where projects are in the flow from concept to implementation, and also identify any problems or issues faster than we could before,” said Shaw.

Advanced customization and integration

Insightly’s advanced customization features were “absolutely key” in Tualatin SWCD’s decision to move forward. Given the unique nature of their work, they needed to stand up a customized version of Insightly based on their business model and processes, according to Shaw.

Working with Insightly Professional Services on key integrations

Lund worked closely with Insightly’s Professional Services team to develop a custom integration between Insightly, Tualatin SWCD’s homegrown project management application, and PandaDoc. “We created a custom object called ‘work orders,’ which is essentially Insightly’s quote object. With this integration, we’re able to send out quotes and update program and project statuses automatically.

The updates go to the management team, contractors and external stakeholders. Once we approve the data, a template is populated in PandaDoc and the information is delivered automatically. That’s a huge improvement for us, because that was all done manually before. I’d estimate that this is saving us hours of work by eliminating repetitive, manual tasks. It’s also helped us avoid errors in data input, which can easily happen with manual work.”

Reporting great results back to the community

Tualatin SWCD has a responsibility to demonstrate the impact the organization drives in the community, and to that end, dashboards and reporting are a fundamental component in their ability to showcase results. “Fund codes are set up in Insightly that reflect our overall project budget for a given year. Our project management software looks at those fund codes to validate projects submitted for funding approval. Insightly is a critical piece of our budget management process. With Insightly, it’s very simple to share this information with our partner organizations and also pull it for the purposes of sharing with our constituencies in our annual reports. The process that we’ve designed supports our business perfectly.”

Adopting Insightly has been vital to organizing and sharing key data points about Tualatin’s conservation efforts in the community. “The team is highly motivated to get the message out about the benefits of their programs and feature the work they accomplish, so there’s a huge incentive for people to buy into Insightly.”

Momentum Consultants & Actuaries (MCA) is a subsidiary of Momentum, a leading financial services company based in South Africa. Since 1966, Momentum has experienced consistent growth both organically and through a series of mergers and acquisitions. Today, Momentum employs more than 5,000 people and operates in over a dozen countries across Africa and Europe.

Realizing the shortcomings of pipeline tracking spreadsheets, MCA’s new business division decided to implement Insightly CRM for consulting firms. “Prior to discovering Insightly, we had very little accountability built into our sales cycle,” said Ansela Poonisammy, New Business Coordinator at Momentum Consultants & Actuaries. “I am very passionate about Insightly because it overcomes the limitations of spreadsheets and helps us build a more transparent, scalable sales process.”

We Got POP is a London-based startup that is enabling a more inclusive, efficient, and fairer entertainment industry. The world’s largest and most successful production companies leverage We Got POP’s innovative Software as a Service platform to manage production projects, electronically recruit and pay casts and crews, and ensure GDPR compliance. Since the company’s founding in 2014, We Got POP’s technology has powered more than 1,200 award-winning shows, films, commercials, and other productions in Europe and North America.

Seeking to maximize the impact of first-mover advantage in an industry hungry for cloud-based solutions, We Got POP began evaluating CRMs for high-growth startups. “We sell to C-suites within production companies, which requires a lot of lead generation to work up to that level,” said Simon Donovan, Head of Business Development at We Got POP. “The speed at which we needed to grow necessitated a smart CRM that enabled high-volume lead generation while keeping data clean, secure, and GDPR compliant.”