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Customer success program prep: a six-point checklist | Insightly Blog

In part one of our three-part series on customer success (CS) we covered the definition and importance of customer success. Now let’s move to the next phase of launching a CS program: preparation.

We cover important steps, like building the right team to drive your efforts, defining customers’ needs, and…


Customer success (CS) is a commonly-used phrase in business today, often confused with customer experience and customer service.

To put it simply, customer success is the accumulated success achieved by a customer, made possible through a mutually-beneficial relationship and collaboration between a software provider and its customers. …


How to eliminate the need for costly CRM consultants

Getting a CRM or switching CRMs can seem like a highly complex and risky endeavor.

That’s why midsize companies frequently hire CRM consultants to help with implementation, training, and ongoing support. …


What is disruptive marketing? Why is it so important today?

Disruptive marketing involves using experimental tactics that challenge the status quo. Rather than following conventional marketing wisdom, disruptive marketers test daring, new tactics that haven’t been tried before. Some work while others fall flat. And that’s ok, that’s how innovation works.

Without disruption, we’d remain in a static state of…


Selecting the right CRM for your midsize business can seem like an overwhelming responsibility.

After all, you’ve grown beyond startup mode, which means you can’t just pick the first system that you come across. Your company has far too many stakeholders, departments, and moving parts. On the other hand, you’re…


5 tips for digital transformation in B2B sales

Business-to-business (B2B) sale organizations started transitioning to digital business models years ago. A digital business model generates value for customers through the use of digital technology to drive business operations. This technology provides extensive, actionable insight that leverages data to drive better decision-making. …


Switching CRMs vs. staying put

Companies switch CRMs for a variety of reasons. Boosting user adoption, eliminating data silos, accelerating growth, and saving overhead costs are just a few examples.

Despite the compelling reasons to switch, organizations frequently settle for the status quo. The simple truth is that switching CRMs can feel risky and costly…


Conversion rate is one of the most important metrics in any business-it is the percentage of your website visitors who take a desired action, such as purchasing your products or services. …


From recession to growth: a historical perspective

We are in the midst of a digital revolution. According to Gartner research, the pace of technological change will only continue to accelerate, “forcing organizations to invest in acquiring the skills necessary for digital transformation.”(1)

The coronavirus pandemic has seemingly served as a catalyst for digital transformation by forcing many…


In today’s digital era, the web is saturated with content. From blogs and news sites to company websites, web content is produced at a staggering rate. Let’s look at WordPress to put this into perspective. WordPress users publish roughly 70 million new blog posts per month-that’s around 2.5 million new…

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