Insightly’s unified central platform is designed to empower your team with the insights it needs to create effective marketing and sales campaigns. Insightly also places great emphasis on integrating the CRM platform with the support channels that your company uses in order to create reports, dashboard cards and track KPIs in real time. The data gathered from customers can be integrated into the platform to better understand the status of each customer and prospect. This can help your sales team know which prospects show the most promise and which customers can be sold new services and products.
Insightly also has a lead routing feature, which can identify the source of a lead and direct to a relevant team member. For example, you could have a sales agent that specializes in converting leads that were generated through live chat. This team member would be able to look at the log of a live chat conversation and contact the lead after a few days with a tailored offer.
Another powerful feature that comes with Insightly is the email marketing tool, which allows you to create and send emails from Insightly in just a couple of clicks. You can also send bulk emails to a list of leads or contacts easily. The emails are then tracked and monitored in real-time to determine open and click statistics. These campaigns can be great for generating sales and brand loyalty, but they can be improved by adding a HelpSquad live chat link. As with any sales process, a customer may be interested in an offer, but have some questions before making a purchase. If these questions can be answered easily and in a timely manner, the customer is much more likely to convert.