Insightly Extends Its Industry Leading CRM with New Territory Visualization, Analytics, and Pricing and Quoting

  • Next generation data visualization allows businesses to easily
    represent sales territories on more than 30 regional and international
    maps using a range of user-defined criteria
  • Build smarter reports for better decision-making with calculated
    fields and table-based dashboard cards
  • Accurately determine the best sales price every time with Products,
    Price Books and Quotes

SAN FRANCISCO–(BUSINESS WIRE)–lt;a href=”” target=”_blank”gt;#Analyticslt;/agt;–Insightly,
the CRM for building lasting customer relationships, today announced the
latest version of its product. The new version features innovations in
territory visualization, pricing and quoting, and analytics.

“One of Insightly’s core values is that we build product that makes the
complex, simple,” said Anthony Smith, founder and CEO, Insightly. “We
have always taken great care to ensure that our product is beautifully
designed, yet functionally rich enough to address a broad range of use
cases across all industries. With this new release, we have further
extended our core functionality, without ever compromising on user
experience and ease of use.”

Enterprise Grade Data Visualization and Analytics For Midsized

Capturing and storing large volumes of data about customers and the
signals they emit while making purchasing decisions is easier now than
ever before. The challenge is being able to derive actionable insight
from these data and delivering it to the business users as they need it
and in a format that is easy to use, understand and share.

“In 2019, CRM will start to evolve to include actionable customer
intelligence gleaned from unstructured interaction data to allow for
true one-to-one conversations. The data that fuels intelligence will
include broader demographic and firmographic data, conversational
styles, buying indicators, social data, relationship graphs, and
influencer relationships,” wrote Kate Leggett, vice president and
principal analyst, in a Forrester Research report1.

Midsized businesses face the exact same challenges as larger enterprises
but oftentimes lack the resources to tackle them. Insightly CRM offers
enterprise-grade data visualization and business intelligence, right out
of the box and at no extra cost. This latest release adds even greater
capabilities to enable users to gain deeper insights and make better
decisions about their business and customers, including:

  • Territory Visualization—businesses can now visually represent
    key metrics such as territory coverage, sales pipeline, deals closed
    and active projects, all geographically on more than 30 regional and
    international maps. No other CRM offers this. This innovation further
    extends last year’s highly successful debut of enterprise-grade
    reports, cards and dashboards.
  • Calculated Fields—incorporate calculations into reports, cards
    and dashboards using source data from within the CRM and perform a
    broad array of mathematical functions and logic. The resulting
    analysis can be rendered in multiple formats.
  • Custom Validation—business rules that govern important
    transactions can now be invoked within the CRM at point of creation to
    ensure consistency and avoid missteps. For example, businesses can
    ensure that price discounts offered on products in a particular region
    fall within the allowable range, during the quoting process.

Product, Price Books and Quotes Complete An Already Extensive SFA
Feature Set

As Insightly continues its rapid expansion into the midmarket, the
relative sophistication of CRM implementations increases. Supporting
these implementations requires adding core functionality that addresses
new frequently requested use cases, out of the box. One such use case is
for businesses to have the ability to price products and deliver quotes,
directly from within the CRM during the opportunity management process.
As a result, internal processes are streamlined, efficiencies gained and
customer experiences are significantly enhanced.

About Insightly

Insightly is the preferred CRM platform for businesses of all sizes,
worldwide. It is the #1 CRM for G-Suite and Microsoft Office 365. With
more than 1.5 million users in more than 25,000 companies, Insightly CRM
helps businesses in every industry build lasting customer relationships,
deliver projects, and grow revenues faster. Learn more at

1 The Five CRM Trends in 2019 That Will Shape Engagement,
Relationships and Revenue, Forrester, Kate Leggett with Daniel Hong,
Sarah Dawson and Peter Harrison, 1/22/2019.


Michael Kellner

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