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?