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Financial Services

Healthcare

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Insightly Empowers Multifamily Utility's Sales Operations

Summary

Insightly's CRM solution allowed Multifamily Utility to streamline lead and customer management, enhancing sales team productivity and scalability.

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Products

Software

Insightly

CRM platform used to streamline lead and customer management activities.

Challenges

  • Need for an intuitive CRM to streamline lead and customer management activities.

Solutions

  • Insightly's ease of use, customizable interface and reports, and built-in task management.

Outcomes

  • Increased effectiveness of the nationwide sales team with a scalable lead and customer management workflow.
  • Achieved 24/7 real-time visibility and monitoring
  • Successfully scaled operations to support 3x growth

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Target Organization

Multifamily Utility Company

Description: A utility submetering and billing company helping property owners reduce expenses, recover utility costs, and increase operating income.

Industry:Financial Services, Utility Submetering

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