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Chip will be excited to hear he's not the only Rush fan! & we're happy that you got a chuckle out of the blooper reel. Thanks for tuning into Closing Time!
Great customer perspective here from Kris on cross-team utilization of the platform. Specifically dashboards and projects. Love seeing customers feel the power & strength of an aligned team!
Hi there - our support team would like to help you work through this. If you're a paying customer, please submit a request via support@insight.ly or if you're a free customer, I can submit a ticket on your behalf. In that case, email social@insight.ly from the same email address associated with your Insightly account. - Courtney
Self sourcing IS WHAT IT'S ALL ABOUT right now. Sdr is changing and becoming a highly specialized skill with all the advancements in AI and tools. Huge Jason Bay fan.
There is! Kanban view can be used for projects or opportunities in Insightly. Check out this help article that will walk you through it or feel free to reach out to our team directly for support: support.insight.ly/en-US/Knowledge/article/1299/What_is_the_kanban_view/
@@InsightlyCRM There it was... Noticed one thing though: I lost a sale (was expected). So inside the opportunity "card" it says closed and lost, but in the kanban board it says it is in negotiation (standard KanBan stages). is that how it is supposed to be?
@@TrondHus That doesn't sound right. Our team can help you troubleshoot because they'll need to take a look at your records to see what's going on. Are you a paid Insightly customer? If so, please open a support ticket with our team by emailing "support@insight.ly." If you're a free customer, I can open a support ticket on your behalf. Just email "social@insight.ly" so I have your contact information. - Courtney
We are just a boot strapped startup just launching our GTM. Seeing this Framework helped us make a "plan". All our GTM research was so above our boot strapped level. At least we have a structure to now consider. Thank you so very much.
We are so happy to hear this! If you're looking for some direction in marketing, you may find this episode of Closing Time helpful as well: ru-vid.com/video/%D0%B2%D0%B8%D0%B4%D0%B5%D0%BE-s-qc_QP1VXE.html The Insightly team wishes you the best of luck as you get your startup off the ground!
@insightly GTM strategy for a company operating in Healthcare Finance ecosystem. Lets assume one Vertical is crowdsourcing platform (offering fundraising solutions for medical treatments, emergencies) and we want to go fom 0 to 1 in a new Region/country
Hi Douglas, if you are referring to Insightly's enterprise-grade Products, Price books, and Quotes (PPQ) capabilities, that feature is only available for enterprise plans, which is likely why you are not seeing it. If you are considering a paid plan, you should complete a demo request form and have a team member walk you through the platform to ensure the functionality you are looking for is available. Here is a link to the form: www.insightly.com/demo-request/
Thanks for your comment, and more importantly, for being an early adopter of Insightly. We're sure you've witnessed many changes as Insightly has grown over the years. In terms of price, you're not wrong! Pricing does go up as you scale, but Insightly tends to beat the competition on price to value. We also offer a free plan that is available for up to 2 users if you just want a place to store your contact information and start growing your business. A complete pricing breakdown is available here: bit.ly/4cXdV3N Features vary by plan level and price, so we'd be happy to talk about the right plan for your specific needs if you're ever interested.
Daisy is an absolute beast. I used to be afraid of cold calling… I mean, who wasn’t? I’d be SO attached to the outcome that I completely removed myself from the task at hand which was to simply have a conversation with another person. Today, prospects are getting FLOOOODED with emails. With AI, it’s getting messier than ever. Cold calls have gotten me 80% of my booked meetings. It’s the quickest way to convert something into a meeting because you don’t have to play the waiting game of a response… assuming you get one.
Those are incredible results! Allowing yourself to be removed from the outcome can do wonders. A lot of the time, what's holding us back is ourselves. Thanks for tuning in to Closing Time!
While most of this is spot on, I am fundamentally at odds with an unstated premise, here. Chief officers should be, first and foremost, spokespersons for the executive team to the departments. They should be learning the other areas of the business while learning to hold their areas of expertise accountable to corporate goals. The Chief officer who understands this earns top spot in succession planning.
Hi there - AppConnect is not included in any Insightly plan. It is a separate plan based on the number of tasks run in a month. A task is a unit of work that occurs every time a recipe performs an action that requires compute resources. Here's an overview of AppConnect's pricing: www.insightly.com/pricing-plans/?plan=appconnect If you have any specific questions about use cases or would just like to learn more, please don't hesitate to reach out to our team at: pages.insightly.services/ContactInsightlySales
Anyone know whose voice that is? It sure sounds like one I know, but this is the first insightly video I've watched, so it sure seems I know of him from somewhere else--or is audio doppelganger :-)
Our pleasure! So this is the only video we have on Jotform. It shows how a copy of the form and any uploaded files are saved to the object's files. The AppConnect recipe relies on the jotform setup that i'll link below, it takes the files and puts them in a google drive. This could also be accomplished with Onedrive. Apologies if we misunderstood your question, but you're welcome to reach out to a member of our team for a more personalized answer. Jotform documentation: www.jotform.com/help/192-how-to-integrate-a-form-with-google-drive/ Contact our team: www.insightly.com/better-together-nb/
Hey there. Thanks for tuning in to Closing Time. Can you provide a bit more information regarding your question? What industry are you in? Are you looking for a GTM motion that can support organic social efforts on sites like Twitter, FB, or Instagram?
Such a great career to get into! We wrote a blog mapping out the RevOps career path; you should check it out: www.insightly.com/blog/revops-career-path/
Hi there! Unfortunately, we do not have a video or any collateral that demos our integration with PowerBi. We do have a page on our website that explains the integration and benefits: www.insightly.com/integrations/microsoft-power-bi/ If you'd like more detailed information about this specific integration, please reach out to an Insightly Team member, and we'd be happy to help: pages.insightly.services/ContactInsightlySales
