How to Set-up A Sales System and Sell with Insightly CRM

Insightly CRM Sales System Set-up

I’ve been helping and teaching business owners, sales managers, and salespeople how to set-up a sales system(s) for their businesses for the better part of 10 years. In the last couple of years sales automation, using CRM’s, and marketing automation have become very popular, and businesses are trying to take advantage of them. Salesforce is the obvious choice as a CRM for salesforce automation, and they led the field in building awareness for SaaS tools and using the cloud for business.

The truth however, is that salesforce is a complicated beast. It’s true that through add-ons and assorted tools and other SaaS software that integrates with salesforce you can achieve and create amazing sales and marketing processes. [Read more…]

How to Prospect Using Insightly CRM

In this video I’m going to show you how you can prospect using Insightly CRM.

If you have read the article, you know I’m pretty jazzed about Insightly. It’s a really decent CRM. Sure, I might think I’d like things to be different and sexier, but in all honesty, it’s easy to use and it provides the ability to add a lot of business process semi-automation (read sophistication) into your business.

Any salesperson who isn’t using a CRM deserves to be broke. It’s just too easy to organize your work and sales using a CRM, and Insightly, all things considered, is probably the easiest I’ve used.

While this video and the main “How to set up a sales system and sell using Insightly CRM” article explain everything in detail, just remember two things: [Read more…]