As every small business owner knows, there are never enough hours in the day. It’s always a tug-of-war between running the business and taking time to learn the new technologies that could streamline the business.
Reasons to evolve
A healthy business is ever-evolving. If you’ve been conducting business the same way for years with the same manual processes, then your business likely isn’t growing. Worse, your work environment may be getting more and more disorganized as well.
These days there are so many applications that can help you become more organized and efficient. Plus, these applications are easy to use and easy on the pocket book -- many are even free.
How a CRM can help
CRMs aren’t just for tracking sales. A CRM can help your business improve internal productivity, tracking, collaboration, overall customer communication, and efficiency. Who doesn't want that?
Another great thing about CRMs is the fact that they integrate with other applications. That means you can manage your customer data and interaction processes from a centralized location.
Here’s a process to think about: How are you currently getting your customer documents (i.e. sales contracts, proposals service agreements) signed? Don't be afraid to raise your hand if you're still using a fax machine -- you’re not alone. But there's a better way.
Now you can try Insightly and PandaDoc together. With this recent integration, your Insightly contacts will auto-sync with PandaDoc for seamless sending and signing. Plus, you can use PandaDoc’s in-app analytics to see when your customers open and read your proposal.
Try a CRM today
If you've been wondering if a CRM might help take your business to the next level, then give Insightly a try. Start a free account with Insightly today to see if it's the right move for you. Or, if you want more advanced functionality, sign up for a 14 day trial of Insightly’s premium plan.
Then give the Insightly/PandaDoc integration a try and let us know what you think!