April 2024

Running 3 healthcare businesses with Insightly? Check!

Are you a healthcare business with HIPAA on your mind? Finding a CRM that is HIPAA-compliant is not as easy as you think. Meet Frank Gray III , CEO of NeuLine Health and hear how they use Insightly CRM to automate the work of 10 people.

Watch or listen now.

Proof that your CRM is for every role in your org

Since CRM is short for “Customer Relationship Management,” why limit its focus to the sales team alone? Every deal in your pipeline has the entire go-to-market team’s support, so it’s crucial to understand how your CRM impacts ROI for everyone. Whether you’re in Sales, Marketing, Ops, or Support, check out this blog post for insight on how to adapt CRM functionality for everyone on your team.

Read now.

Celebrating women leaders

As we say goodbye to the month of March, we say thank you four women leaders profiled as part of Women's History Month. Thank you for your advice, your wisdom, and for sharing your stories.

Cheyenne Griffith, Head of Sales Enablement

Laura Freeman, Manager, Customer Success

Sharon Harjani, Senior Manager, Sales Development

Courtany Williams, Director of Growth Sales

Are you an Insightly Pro? Let your peers know here on LinkedIn.

It takes skill to do what you do, so don’t be afraid to brag a bit. Just be sure to follow these steps:

• Visit Insightly on LinkedIn.
• Scroll down to the Products section
• Click the Add as skill button under each product