Know what you need to do every day in order to keep business running.
Proactively Manage Your Team
Better manage work flow by knowing what your team is doing.
Increase Productivity. Decrease Stress.
Feel the sense of satisfaction knowing nothing is falling through the cracks.
“With a busy direct sales and speaking business, I had WAY TOO MUCH to manage in my head. I felt like I could never check out of my business and enjoy my amazing life. I love that Insightly now manages all of my tasks, projects, and contacts. Now, I can manage my team and my business from anywhere and I have freed up space in my life and mind to even pick up biking! To really implement and use Insightly, it is vital to have guided setup, and training to ensure it was set up correctly.”
“Insightly provides simple and powerful automation for our IT company. Complex IT processes can be performed in a systemized and consistent manner for our clients utilizing Insightly’s pipelines. Business Made Simple was quickly able to define our processes. As our company grows, we discover and automate more process on a regular basis. It is effectual for each technician to have one location to review all of their tasks and projects. “
Most CRM users jump on board before they know how it will work with their business. If you've implemented CRM's in the past and they haven't worked for your business, this course will teach you how to set up your system and prepare you and your business for long term implementation and success!
Here Is What You Get When You Get Started Today...
Module #1 - Automating with Insightly
Identify how a CRM supports your business goals, what features are most important to your companies success and how a CRM will impact each role in your company.
Module #2 - Customization: Designing YOUR System
Learn how to sign up for Insightly, customize the look to match your brand, add users, set up teams, adjust notification settings, and many more important ways you can customize your CRM to support your business.
Module #3 - Contact, Task and Project Management
Learn how to migrate all your contacts and important information into Insightly like a pro, manage tasks and set up a system to track and manage your sales process.
Module #4 - Pipelines: Where the Magic Happens
Identify the pipelines that apply to your business, use activity sets to manage different stages of each pipeline and identify daily, weekly, monthly, quarterly and yearly tasks each person in your company does and create a system to track and manage them.
Module #5 - Automating Pipelines
Now that you’ve done the hard work of identifying and building out your pipelines, we’ll show you how to upload and automate your pipelines in Insightly.
Module #6 - Integrations and Training
Learn how to integrate software like Quickbooks, Evernote and Mailchimp with your Insightly. In order to ensure your company's success in implementing Insightly as a CRM, learn tools the professionals use to train and support companies in using the software.
This program will save your bacon by...
Never Loose Another Lead
Track leads from start to finish. Stop watching money fall through the cracks in your business.
Most people use 5% of their CRM software. Optimize Insightly to work for your unique business.
Create a clear picture of what you need to accomplish every day to keep your business running.
Spend less time by integrating Insightly with other software you’re already using for your business.
Proactively manage your team instead of reactively responding to crisis. Know what’s getting done so you can stay ahead.
Work From Anywhere
Connect to your business whether you’re working at the office or from a cabana on the beach.
"It is powerful to know what to do each day when I sit down at the office. Just knowing this helps me to stay on track and be more efficient. My team now has one place to go to see the tasks that are on their plate instead of gathering emails, texts, and phone notes and I can easily see what they have accomplished. I trust Insightly to track each of my projects and opportunities. The Insightly set up assistance that I received ensures that I am using 100% of the functionality for my new tool.”
“Insightly keeps me organized. As the CEO of my own business and managing director of a major networking group, I appreciate the simplicity that Insightly offers. A few of my favorite efficiency features are the mobile app, email gadget, and workflow pipelines. The training that I received with allowed me to understand the big picture of how Insightly incorporates into every area of my business.”
Lori BarlandLori Barland.com
“ The help that I received in setting up Insightly took it's functionality to a whole new level and it included the training for my team on how to do each task. As a tax and accounting firm, we have thousands of tax returns that need to get out each year, in addition to ongoing tasks like bookkeeping and payroll that happen every month and every quarter. Insightly allows us to track where each project is at in the process and who is responsible for the different stages of the process.”