Insightly is designed with salespeople and marketers in mind. Rather, they’re passionate about the products they’re promoting and are hired for their communication, sales, writing or design skills. In most cases, salespeople and marketing managers are not developers or IT experts. The platform is built to be secure and SOC 2-compliant, using two-factor authentication, encryption and single sign-on features to protect your data and that of your customers. It is a robust, user-friendly and affordable CRM alternative that businesses can easily extend to provide more advanced features if required. Rather than attempting to be a jack-of-all-trades, Insightly takes the most important features of Salesforce and focuses on getting them right – without the crazy Salesforce pricing. Insightly is a versatile CRM designed with the needs of small and medium-sized businesses in mind. Why Insightly is the best Salesforce alternative Having a passionate and knowledgeable support team to help you transition your data to your new platform is essential. However, if you’ve added a lot of custom fields to your database or use unusual data types, automated importers may not work well. Many of the alternative CRMs have ready-made tools to allow you to transfer over a simple Salesforce database. If you already use Salesforce and have a large leads database to transfer to your next CRM tool, consider how easily you can import your existing database when choosing an alternative to Salesforce. Remember, companies such as Salesforce cater to businesses in a variety of niches, so they may not fully understand exactly what your sales team needs. However, it’s important to consider what each product has to offer carefully. Many Salesforce alternatives, Salesforce CRM competitors, and CRM alternatives promise a more streamlined, simplified and affordable experience. Salesforce is a powerful jack-of-all-trades, but many smaller teams find it overly complex and expensive to get started with and maintain. Every business will have its own requirements when it comes to features, reports and automation.
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