Insightly CRM Demos Their Magic on The CRM Sushi Podcast

http://www.thesaleswhisperer.com/blog/insightly-crm

http://www.thesaleswhisperer.com/vastaffer

http://BestCRMForMe.com

• Insightly is the CRM for the SMB space (Small to Medium Business)
• Their ideal customer has between 1 - 200 employees
• Native project management
• Convert sales opportunities to a project
• Also integrated with QuickBooks, Gmail, Google Apps, etc
• Easy-to-use CRM
• They think beyond the CRM to track post-sale interaction to drive repeat business
• Who's the ideal customer for Insightly?
• How they handle onboarding
• What are "Insightly Heroes"?
• What are "activity sets"?
• Are they an ESP (Email Service Provider)?
• How do they handle mobile?
• Can they scan business cards?
• How do they handle voice notes?
• How do they integrate with Gmail?
• Do they have a Chrome extension?
• How do they integrate with Outlook 2013 and Office 365?