Do you have a setup of your CRM but not sure on whether your staff are using properly? Insightly Training can give you and your business piece of mind that your investment is being used to its full potential and your staff are motivated to keep your CRM up to date.
Popular Training Topics
- Why a CRM is important in your business
- How to use Insightly for every day tasks
- What workflow work best for your sales process
- How to get clarity in your business with Insightly reports
- How to integrate with existing systems such as email
Get your training course outline
We’ve developed a full Insightly training course that’s perfect for most Small Business. Get your own copy an pick which training topics best suit your staff and business.Popular Insightly Articles
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Weekly Insightly Tips: How to save time when bulk adding multiple opportunities to Insightly CRM
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The battle of the small business CRM’s – we’ve declared a winner!
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What else would you like to know?
Every business is different so we’d love to help with any questions you’ve got.
Either call our office directly on 02 8006 1560 or