Insightly U 113: Uploading and Managing Files

Insightly U 113: Uploading and Managing Files

Insightly U 113: Uploading and Managing Files

A tutorial on how to upload, work with, and link files in Insightly CRM

By Vocalcom

What is Customer Relationship Management?

From BPO and IP to CEM and SIP, call center jargon often seems like a dizzying maze of mysterious acronyms. Today, we’re focusing on one of them: CRM, or Customer Relationship Management. First, let’s clarify exactly what is meant by customer relationship management. Our own CRM partner, Salesforce, excellently defines the term in a recent blog post, comparing it to...
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