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What is Insightly
Insightly is a customer relationship management (CRM) solution. It’s used for building relationships, storing data, deliver projects and manage sales.
How can you use it?
Customer information, new or updated records and updated fields on records notifications keep you informed. Create, update or find records, manage your customers or start conversations from your LiveAgent dashboard.
Benefits
- CRM capabilities in your dashboard
- Keep track of important updates and news
- Manage records, customers and start conversations without switching apps
Frequently Asked Questions
What is Insightly?
Insightly is a customer relationship management platform that provides data storage, customer management, and sales management to over 1,5 million users.
How can you utilize Insightly inside LiveAgent?
You can view customer data inside LiveAgent, get efficient workflow and manage customer information from LiveAgent.
Top 11 knowledge management best practices
Effective knowledge management practices in ITSM include deploying a robust SKMS, documenting incident resolutions, integrating user feedback, and conducting regular knowledge audits. The components of knowledge management are knowledge creation, storage, sharing, and periodic review. Motivating employees to share knowledge involves recognizing contributions, fostering a collaborative culture, and providing user-friendly tools.
LiveAgent is a comprehensive customer service solution, offering ticket management, CRM, and social media integration all in one platform. It emphasizes the importance of personalized experiences, call center compliance, and knowledge base resources for improved customer engagement. The customizable ticket fields enhance communication and satisfaction.
Bitrix24 knowledge base review
Bitrix24 offers a customizable knowledge base editor with various features and pricing plans. While it may be complex for some users, it is ideal for those seeking deep customization.
