FAQs

What if I’m currently going through a CRM implementation or migration?

That means implementing Inselligence now is a perfect opportunity! Many companies make the mistake of tailoring their sales process to their CRM, which can limit its effectiveness. The ideal approach is to configure your CRM to reflect your actual sales workflow. This strategy drives user adoption and maximizes the tool's value. Inselligence can elevate your implementation by:

  • Validating your new sales process
    It can analyze your revised workflow and identify areas for improvement, ensuring you're implementing the most effective approach.
  • Streamlining CRM mapping
    By understanding your optimized sales process, Inselligence can help you configure your CRM to seamlessly match those steps, boosting user buy-in and overall efficiency as a result.

Inselligence can be a powerful partner in optimizing your sales strategy and ensuring your CRM reflects your best practices.