Inbound Marketing Expert Wes Schaeffer The Sales Whisperer® Hosts The Crm Sushi Podcast

Insightly CRM Demos Their Magic on The CRM Sushi Podcast

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Synopsis

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?