International Travel Agency Using Insightly: Integrating the Cloud and Automation

You’re probably reading a lot about how the cloud and software automation continue to make businesses run more efficiently. What you maybe didn’t know is that there are a lot of cloud systems that provide automation for small businesses. These two together add a lot of value to small business owners who use customer relationship management (CRM) platforms.

CRMs have become some of the most useful tools for customer communication, data organization, and automation services.

One CRM like this is the affordable and powerful Insightly, a program we’ve integrated into numerous businesses. We want to tell you a story about how Insightly helped a travel agency in Colorado, Chalets USA, that targets European tourists coming to the U.S. during ski season. This story should give you insight into how automation and the cloud integrate to aid many tasks otherwise taking hours to do.

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Things to Consider when Implementing CRM Software

Not sure how you will implement a new CRM?

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Choosing a CRM for Your Small Business

Recently we worked with a small manufacturing company on a CRM selection project. We started by getting to know them and how they work. They do custom projects and would need to add about 20 users to the new CRM from their management, sales, and fabrication teams. Working with this team, we helped them select Microsoft Dynamics CRM as the best fit for their business.

But that wasn’t the end of the decisions the principal owner faced. He still had to make one of the key decisions businesses have with any complex software implementation: Do you buy your own on-premise system, or do you subscribe to a partner hosted CRM?
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6 Steps to get your Small Business on a Cloud CRM

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The Challenge

I recently met “Joe”, a small business owner who is having issues with his Customer Relationship Management (CRM) software. Joe has a CRM software application designed for small businesses, and it is installed locally. (more…)