Insightly survey of IT consultants finds CRM grows client relationships, delivers rapid ROI for productivity

SOURCE: Insightly

SAN FRANCISCO – November 1, 2016 – Insightly, a leading online customer relationship management application (CRM) for small and growing businesses, today announced that IT consultants rely on its CRM platform to help them increase productivity, manage projects more easily and build lasting client relationships. In a survey of 750 IT consultants and consulting companies, Insightly found that many participants view its CRM as mission control for their businesses, enabling them to grow revenue and deliver exceptional client service, even if their “teams” are as small as one person.

The survey, conducted by TechValidate, found that 86 percent of those surveyed increased their sales by up to 50 percent after adopting CRM. Thirty-seven percent of the IT consultants said Insightly CRM delivered return on investment (ROI) in less than four weeks, while another 30 percent measured ROI within three months, and 95 percent calculates the benefits outweighed the costs within a year. Respondents said they adopted CRM to improve workflows, move leads through their sales funnels, improve customer experiences and essentially regain control of their businesses.

“By using Insightly, our team has increased our productivity by almost 50 percent,” said Abbas Cyclewala, co-founder and sales director of BizProspex, a consultancy firm that helps B2B companies clean their CRM. “The CRM integrations with Google apps, MailChimp and PandaDoc allow me to streamline all aspects of my business. Regardless of whether I am at either business locations in the U.S. or in India, I have immediate mobile access to my client projects and can deliver excellent customer service.”

Survey participants said their primary challenges before deploying Insightly included difficulty organizing information (57 percent) and difficulty managing clients and suppliers (48 percent). Problems collaborating with team members, managing projects and lack of general productivity rounded out the rest of the pain points that drew respondents to Insightly. After adopting CRM to manage client projects from beginning to end, capture lead call notes, track data and make it accessible, 73 percent of respondents noted that improved efficiency was a top benefit, and 57 percent said improved productivity was the No. 1 result.

“Whether IT consultants are teams of one or major firms, they often struggle with the same challenges,” said Anthony Smith, founder and CEO of Insightly. “They’re pulled in multiple directions, and they don’t have time to wade through disorganized information about clients and projects. This is why nearly half of the IT consultants we surveyed said they use our CRM on a daily basis, some going so far as to say they couldn’t operate their businesses without it.”

Additional resources:

E-book: “IT consultants: Your next hire should be a CRM.”

About Insightly

With more than 1.2 million customers in more than 200 countries, Insightly provides customer relationship management software to businesses of all sizes worldwide. Organizations leverage Insightly’s cloud-based application to manage customer interactions, leads, opportunities, proposals and projects over the web and on mobile devices. Insightly continues to grow globally and is available on the web at Insightly.com, for iOS devices in iTunes, and for Android devices on Google Play. Insightly is based in San Francisco. For more information, visit http://www.insightly.com or follow Insightly on Facebook: https://www.facebook.com/Insightly/.