Integration with Insightly CRM

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  1. Home
  2. Knowledge Base
  3. Initial Setup
  4. Integration with Insightly CRM

As a top cloud-based CRM, Insightly offers great project management and organization tools for businesses of all sizes. It’s easy-to-use and helps you manage your customer relationships directly while gaining valuable marketing insights. Whether you’re new to CRM or an expert user – Insightly is tailored for all levels of experience so you can get the most out of it.

With a powerful CRM like Insightly you can collect valuable data about leads, customers, vendors, suppliers and partners. Having a structured overview of all your information helps you to stay on top of your tasks and opportunities. See everything you need about your contacts, in  a single click. Make smarter decisions about what actions to take next so you can build and maintain excellent relationships.

Insightly is one of the few CRM’s that also provides project management features. This allows you to set goals, track activities and measure performance. Get ahead of your competitors by managing projects more efficiently and getting more done faster.

Integrating Badger with Insightly brings the power of your data to your sales reps in the field. It gives you a visualization of your CRM by displaying Insightly contacts directly onto sales territory.

Visualize your CRM

colorizeWith Badger you can see your data in Insightly on the map. You can see where your contacts are located, colorize and filter them by relevant key metrics such as sales volume or priority. Having a targeted sales strategy helps you focus on your most important customers and take action when in the field.

 

“Utilizing Badger to visualize CRM data in the field makes our CRM even more valuable.”

– Brandon Arsenault (Director Sales Operations, Kerr)

 

Find new leads

With one simple category search in Badger, you can also find qualified leads in your territory. You get their contact information immediately so you can add them to your route or your accounts on the go. The new contacts entered in Badger will automatically sync to Insightly so you never have to transfer or lose data again.

 

Optimize routesSet Goals

Badger allows you to plan and schedule your day in a few minutes and gives you the fastest route between your meetings. If someone cancels last minute, you can find nearby leads and reroute easily to get more meetings and sales.

 

Report field activity

With Badger, reporting field activity is a breeze. All your recorded activities sync to Insightly instantly. With a few clicks you can generate detailed reports for any time frame you want. This saves you valuable time that you can use to get more meetings and sales!

Companies like Kerr, a Fortune 500 company in the Medical Device industry, use Badger Maps to connect with a CRM in the field. The impact of a visual CRM brought each Kerr rep 2 extra meetings per day. Learn more about Kerr’s success here.

 

“Seeing data in Badger while out in the field increases sales efficiency to the 10th power.”

– Ken Buck (Regional Sales Manager, Kerr)

 

Schedule a meeting to discuss integrating Insightly with Badger here: https://calendly.com/badgermaps

Email support@badgermapping.com or call 415-592-5909 to learn more about how Badger can help your sales team.

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