Insightly U 112: Automating Workflows

Insightly U 112: Automating Workflows

Insightly U 112: Automating Workflows

A quick tutorial on how to automate the creation of tasks and events in Insightly using Activity Sets and Pipelines.

By Vocalcom

Why Your Financial Service Company Needs Powerful CRM Technology

In an uncertain economy, one thing is for sure: People need to trust their bankers more than ever. So, as a financial service company, how can you ensure that you provide reliable service for your customers? By investing in a powerful customer relationship management (CRM) platform, of course. As this video by Salesforce describes, CRM platforms can help your financial...
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