Popdock Makes Insightly Reporting Better
Insightly provides customer relationship management software for small and midsize businesses across a range of industries such as manufacturing, consulting, health & wellness, media and others. With more than 1.5 million users worldwide, Insightly is the world’s most popular CRM software for Google and Office 365 users.
Insightly provides powerful CRM software and an intuitive user interface but there are useful reports missing from the out of the box reporting module. Imagine being able to review all opportunity notes in a single view so you can plan your follow up accordingly. Or having access to all emails sent to a lead, contact or opportunity in a single report, no clicks required. Popdock provides this access to your data – making sales reps more productive and customer service reps more efficient.
To view notes in Insightly you have to click on an individual record followed by a click to the notes tab. When dealing with a healthy list of leads, contacts, and opportunities, this can be cumbersome and time-consuming.
Popdock provides you a single view of all your Lead, Contact or Opportunity notes. These notes provide the detail you need to prioritize your work and the important minutia you need to continue building a relationship no matter the stage of the lifecycle – prospect, opportunity or existing customer. Customize the report by sorting or filtering and save the report so it’s accessible at any time.
While social selling is gaining traction, email is still the top method of communicating regularly with prospects and customers. It’s impossible to keep track of all emails you send given the number of leads, contacts and opportunities you manage. Whether you are planning to follow-up via phone or email, your prospects and customers want to know you care about their needs. Nothing says automated (and a big turnoff) more than a duplicate, templated email message.
Rather than scrolling through your outbox or reviewing emails task by task in Insightly, create a Popdock report to show all emails sent to a contact, lead or opportunity. The report includes the subject line, body text, date sent and more so you can quickly scan to ensure your next message is meaningful and driving the relationship towards the end goal.
Merge Data for a Robust View
While an integration between Insightly and your other systems, like marketing automation and support/ticketing application, will help improve visibility into the overall customer life-cycle, there is likely still manual manipulation of data that occurs to fully understand it.
Combine data easily to see the exact data you need to plan your day and be more productive. Whether it’s Insightly with Hubspot or Insightly with Freshdesk, the possibilities are endless.
- Contact Addresses
- Contact Emails
- Contact Notes
- Contact Tasks
- Leads Emails
- Leads Notes
- Leads Tasks
- Opportunity Emails
- Opportunity History
- Opportunity Notes
- Opportunity Tasks
- Organization Emails
- Organization Notes
- Organization Tasks
- Project Emails
- Project Notes
- Project Tasks
- Take any of these out of the box lists and build your own favorite reports to suit exactly how you work.