Marketing Automation with Insightly Software

CRM

Leads

• Fields
• Reason of lost
• Scheduling appointments – online booking with Calendly and Zapier

Pipeline

• Scheduled Estimate
• Proposal Sent
• Customer Agreed
• Contract Sent
• Contract Signed
• Partial Paid
• Paid
• Signed Certificate

Project

• Fields
• Materials cost
• Installer cost
• Plumbing work cost
• Electrical work cost
• Credit to customer
• Name of installers
• Options Download Attachments

Integrations

• Google Calendar
• Gmail
• Google Drive
• QuickBooks
• Twilio – Zapier
  • Calls and text
  • Recording calls attached to customers
  • Transferring Calls inside of the company: sales reps, project management, general manager, call center

• Autorized.net (Automate.io)
• PandaDoc instead of Adobe Sign

Reports

• Call center rep
• Conversion rate to schedule estimates
• Reason of lost in %

Sales Representative Reports

1. Close rate by sales rep
2. Reason of lost and won in %
3. Monthly revenue per sales rep
4. Best sales rep rating

Sales Reports

1. Conversion rates by stage in the main pipeline
2. The close rate in the company
3. Sales revenue monthly with set up goals
4. Activities reports by sales reps and call center reps
5. Sales by product
6. NPS report
7. Sales by territory

Project Management Reports

1. Margin
2. Duration
3. Projects Revenue per month with set up achievements

Roles with Permissions

• Sales Rep B2C
• Sales Rep B2B
• Call Center Rep
• Project Manager
• Sales Director

Triggers

1. Move when a contract is signed to the next stage “contract signed”
2. Move lead when a customer paid partially to the next stage to “Partial Paid” and create a project and assign it to a project manager.