Logo
BodyBGTop
Insightly Launches Virtual Assistant for Slack Enterprise Grid
Insightly's virtual assistant for Slack helps companies prioritize tasks and improve workflow productivity.
Posted Feb 1, 2017
Page 1

Insightly, provider of an online customer relationship management application, today launched a virtual assistant integration for team collaboration platform Slack.

The Insightly Assistant for Slack allows businesses to keep track of customer interactions and manage leads, proposals, opportunities, and projects from within Slack. This assistant enables companies to manage customer interactions and sales processes directly from Slack without having to switch applications.

Through the assistant, Slack users are notified about key CRM events, such as hen an opportunity is won, when a lead is assigned to a user, when a project or opportunity pipeline stage changes, when a task needs to be completed (task reminder), and when a lead is created. They can also query accounts and receive answers about business opportunities, and can update Insightly records, all without changing applications.

"Like Insightly, Slack makes it easy for SMBs to increase their bottom line, even if they don't have the bigger teams and budgets enterprises enjoy," said Anthony Smith, founder and CEO of Insightly, in a statement. "Insightly's Slack integration, along with our recent workflow automation capabilities, automate tedious administrative tasks and create a seamless selling experience for users. Ultimately, this allows them to accomplish more work in less time."


Page 1
To contact the editors, please email editor@destinationCRM.com
Every month, CRM magazine covers the customer relationship management industry and beyond. To subscribe, please visit http://www.destinationCRM.com/subscribe/.
Related Articles
A Google Chroome extension is among the newest additions to Insightly's platform.
Contact and lead information can flow from Insightly CRM into PandaDoc.
New features increase productivity and business efficiency by routing manual actions.
 
Related Best Practices White Papers

Sponsored By: Marketo and Real Magnet

Sponsored By: Jacada, Avaya, Confirmit, inMoment and BoldChat

Sponsored By: Genesys, Avaya, Verint, and Aspect

Sponsored By: Informatica

Sponsored By: Conga

Sponsored By: Verint®, Confirmit and inContact

Sponsored By: Genesys, inContact and Sparkcentral

Sponsored By: Verint
Related Sponsored Content

A Soffront White Paper

Sponsored By: USAN

A Medallia Digital White Paper

Sponsored By: Radial
Search
Popular Articles
 

BodyBGRight
Home | Get CRM Magazine | CRM eWeekly | CRM Topic Centers | CRM Industry Solutions | CRM News | Viewpoints | Web Events | Events Calendar
DestinationCRM.com RSS Feeds RSS Feeds | About destinationCRM | Advertise | Getting Covered | Report Problems | Contact Us