Why and how to choose a CRM for sales.
What to evaluate before buying: process, integrations, migration, setup and day-to-day business adoption.
If you're experiencing these scenarios, a CRM is the ideal tool for your business:
Unified marketing, sales and after-sales.
The entire customer journey, connected and measurable.
Unifying everything in the CRM is simple: less rework, more visibility. The whole team sees the history, automates what is repetitive and focuses on what matters: relationships and revenue.
Your registered leads and prospects.
Know the profile of all your leads, prospects and customers, find it easily and have data on your ICP and persona.
No more forgotten leads in the funnel. View the status of each deal in real time, identify where the sale stalls and make quick decisions to beat the target. Less time organizing spreadsheets, more time closing contracts.
Visually organized sales cycle.
Organize and accompany each lead from first contact to closing, without losing timing.
With an organized sales cycle, you know who to approach, when to act and how to close more, with consistency and organization.
Integration with the main tools.
Your systems speaking the same language.
Centralize information across platforms - WhatsApp, CRM, Marketing, Support and Data - eliminate rework and gain end-to-end visibility.
Library of ready-made reports.
To monitor the team's pipeline, activities, productivity, conversions and performance without having to build from scratch.
Find out if "deals that came from campaign X" close faster and which channel has the highest win rate. Also see the revenue forecast by stage/category, targets and the team's "commit".
Follow-up cadences and automations.
Clear routines to advance opportunities without relying on manual control.
Automation comes in to ensure consistency: each contact receives the right next step, at the right time, with the right context. Less "hey, did you see it?" and more real progress in the pipeline.
Our customers speak for us.
+300 clients served globally and working in +15 industries.
"We were fortunate enough to hire Insight Sales during a CRM migration period and I can categorically state that we made an excellent choice. Insight navigates easily between theoretical, practical and technical attributes, finding solutions that perfectly fit the specific demands of our business. During the migration and configuration of HubSpot, the company's experience made the whole process as fluid as possible, introducing us to the tool, organizing the data and formatting all the resources according to our needs. Insight is a willing and hands-on company, so we received no shortage of attention throughout the consultancy period."
