Managing a Multi-Channel Sales Business in Insightly
Your online shop already has the functionality to collect data on customers and orders, so by passing this into your Insightly CRM you will be able to generate more accurate sales reports that represent your business as a whole.
Cyclr’s drag and drop workflow builder allows you to create these connections in minutes, letting you tailor your data requirements to the systems and processes you use.
Insightly CRM and Email Marketing Automation
With new lead, contact and sales data being fed into your Insightly CRM you need a way of segmenting and managing the information so it can be usefully utilised. Having it simply sit in your CRM won’t do you any good at all.
Using Cyclr’s workflow builder you can setup automated commands to send data into your marketing platform’s most appropriate lists and campaigns. Add new contacts or update existing based on what is in your lead title, allowing you to make multiple cycles to populate as many lists or segments you like.
Keep Track of Support Enquiries Within Insightly
Support ticket generation and management platforms can be a life saver for businesses with high volumes of requests or large support teams. They allow the team to manage everything, including customer interactions, within the application, preventing issues slipping through the gaps.
But what if you want this information added to your Insightly contacts and leads? Cyclr’s workflow builder lets you do that, without adding any extra work to your team.
