SAN FRANCISCO--(EON: Enhanced Online News)--Insightly, a leading online customer relationship management application (CRM) for growing businesses, today announced a virtual assistant integration for Slack, the leading team communication platform. The Insightly Assistant allows businesses to easily keep track of customer interactions and manage leads, proposals, opportunities and projects from within Slack. This assistant permits companies to manage customer interactions and sales processes directly from Slack without having to switch applications, increasing productivity and team communication.
“Insightly’s Slack integration, along with our recent workflow automation capabilities, automate tedious administrative tasks and create a seamless selling experience for users. Ultimately, this allows them to accomplish more work in less time.”
One of the greatest challenges for sales and marketing teams of growing businesses in 2017 remains improving workflow productivity.1 The Insightly Assistant relieves some of these challenges by helping teams focus on their most important opportunities and ensuring that users complete their most important tasks. Through the assistant, Slack users are notified about key CRM events, receive answers about business opportunities, and can update Insightly records, all without changing applications. While some CRMs deliver Slack integration or virtual assistants for enterprises and large organizations, no other solution offers them at a price point accessible to small and medium-sized businesses (SMBs).
“The new Insightly Assistant helps to prioritize tasks and improve workflow productivity,” said Ramon Ray, editor and founder of Smart Hustle Magazine. “With the Slack integration, I can easily keep track of projects, manage leads and communicate internally with my team, without the time-consuming switches between the two applications. It allows me to focus on the most important aspect of my business — my customers.”
Insightly Assistant allows users to be notified about key events, easily query their account to get answers about their business, or easily update Insightly records within Slack. With the new capabilities, Insightly users can be notified in Slack of events like:
- When an “Opportunity” is won
- When a lead is assigned to a user
- When a project or opportunity pipeline stage changes
- That a task needs to be completed (task reminder)
- When a lead is created
“Like Insightly, Slack makes it easy for SMBs to increase their bottom line, even if they don’t have the bigger teams and budgets enterprises enjoy,” said Anthony Smith, founder and CEO of Insightly. “Insightly’s Slack integration, along with our recent workflow automation capabilities, automate tedious administrative tasks and create a seamless selling experience for users. Ultimately, this allows them to accomplish more work in less time.”
Sign up for a free trial or account and start using Insightly with Slack today.
With more than 1.2 million users in more than 200 countries, Insightly provides customer relationship management software to businesses of all sizes worldwide. Organizations leverage Insightly’s cloud-based application to manage customer interactions, lead, opportunities, proposals and projects over the web and on mobile devices. Insightly continues to grow globally and is available on the web at Insightly.com, for iOS devices in iTunes, and for Android devices on Google Play. Insightly is based in San Francisco. For more information, visit http://www.insightly.com or follow Insightly on Twitter @insightlyapp.
1 2017 Top 10 SMB Business Issues, IT Priorities, IT Challenges Infographic, Techaisle, http://techaisle.com/research-reports/123-2017-top-10-smb-business-issues-it-priorities-it-challenges-infographic