Insightly’s New Marketing Automation Features Change The Way Businesses Manage Customer Journeys

Innovator of Unified CRM Adds Prospect Grading & Scoring, A/B & Multivariate Testing, and New Marketing Analytics

Insightly, the leader in customer relationship management (CRM) innovation, is unveiling new features of Insightly Marketing, its revolutionary approach to automating the marketing function and deploying dynamic customer journeys. Built on the foundation of Insightly’s trusted CRM platform, Insightly Marketing now makes it much simpler for businesses of all sizes to execute compelling, fully integrated and measurable marketing campaigns that drive growth. Marketing automation, which was once a complicated web of activities, data flows and technologies can now be managed simply, with high impact, and in complete alignment with sales and delivery teams.

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“Insightly’s mission is to make the complex simple, so that CRM technology that was once outside the consideration of most businesses, is now within reach, easy-to-use and delivers measurable business impact,” said Anthony Smith, CEO Insightly. “We applied these same fundamental guiding principles in building Insightly Marketing. The more advanced features we add, the more intuitive our marketing automation application becomes.”

Marketing has arguably never been more important for today’s businesses. In fact, a recent survey of Insightly customers found that two-thirds say marketing has become more important to their business since March 2020 – with one in four saying they couldn’t run their business without it.

Insightly Marketing is built on the same platform as Insightly’s industry-leading CRM, allowing customer data to flow freely and securely between marketing, sales and post-sale delivery teams. With the addition of these new features, marketers in businesses of all sizes can now easily and affordably access powerful enterprise-grade marketing capabilities directly on Insightly’s Unified CRM Platform. The new features include:

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AI-Driven Prospect Grading and Scoring–Pass only the most qualified prospects to sales by automatically determining how demographically close they are to having an ideal customer profile (ICP) and calculate how likely they are to potentially become a paying customer.

Advanced List Segmentation–Increase campaign performance by automatically creating highly targeted lists based on any combination of marketing activities, including interaction with online marketing assets such as webinar attendance, ebook downloads, website visits, form fills, or custom events.

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