TMCnet News
United States : INSIGHTLY's CRM solution consolidates with DROPBOX and BOX, QUICKBOOKS ONLINE [TendersInfo (India)](TendersInfo (India) Via Acquire Media NewsEdge) Small business CRM suite provider Insightly has combined its customer relationship management solution with file-sharing vendors Dropbox and Box, as well as with accounting service firm Quickbooks Online. Available immediately, the consolidations were developed to meet a growing demand from customers. Mmany of its customers staff between 100 to 200 workers, though Insightly's core customer base is small enterprises. Due to this, it was important to create consolidations with both Box, which corporations and large companies depend on, and Dropbox, which is more suited for small and medium enterprises. CEO of Insightly,Anthony Smith, said : "We started our initial integration with Google Drive to allow our users to share documents, and it was very popular. They liked having the ability to attach Google Drive files to customer profiles, and we had a lot of demand from people that use other systems for file sharing." He explained : "We've got some clients with a 100-person marketing team, and some with a one- or two-person marketing team. We wanted to make sure we were meeting all of their needs." James Pennock, accounts manager and business strategist at Create180 Design, an Insightly customer, added : "Since adopting Insightly, our average time to complete a project has decreased by 28 percent, which we attribute to the QuickBooks Online integration. Before, we could not move through the process pipeline without an initial deposit or final payment from a client. And without verification from accounts receivable, we couldn't move to the next stage, slowing the process considerably. Now, we immediately have complete visibility into the status of a project from an operational and financial perspective." (c) 2014 Euclid Infotech Pvt. Ltd. Provided by SyndiGate Media Inc. (Syndigate.info). |