- The number one complaint that people have about CRM
is it's just another thing you've got to do
to manage your business.
- That's why Insightly has the Insightly sidebar
for Gmail and Chrome browsers.
Let's you do those things without having
to leave your inbox.
- Let's check it out.
All right Tony where do we go to get this sidebar?
- [Tony] So we could just do a quick Google search
for Insightly sidebar.
- [John] Add it to Chrome?
- [Tony] And we're gonna add to Chrome.
And there it is.
Right there on the side. - Ta-da!
- [Tony] Which is why we call it the sidebar.
Now you're going to log in using your
Insightly credentials here.
- [John] And to start with you can use this search bar
to search for different records within Insightly.
Let's go to our old friend Kevin Long.
Everything from his email to his website.
- [Tony] It's all right here.
- [John] And with this button you can
open his contact record in Insightly.
We've also got tasks.
You can see all the tasks that you've got due today.
Or you can create a new task for yourself.
- [Tony] So one of the benefits you'll see
is when you hover over these items on the right
you can see details about different records.
That also works once you receive an email.
So we should take a look at that.
- [John] All right this is test account,
so Tony, I need you to send me an email.
Do you have anything important to share?
- [Tony] Always.
- [John] Tony Roma, my favorite guy.
All right, so here's where it gets
really cool, really powerful.
Tony Roma is a contact in Google.
Let's see if he shows up in the CRM.
- [Tony] So we're gonna go to our info icon.
All right, so you can create a contact directly
by clicking that create contact button over on the right.
It pulls the relevant information.
You can add more if you'd like.
And there you go, your contact is now in Insightly,
you didn't have to switch tabs or change anything.
- [John] You're a real boy.
Now that you're an official record in Insightly,
oftentimes you're going to want to create an opportunity
or a project associated with that record.
- [Tony] For example in this email this client wants to
take on a video project,
so let's add an new opportunity for it.
- [John] All right.
And again we'll just save this opportunity.
- [Tony] There we go.
It is linked to that contact because you created it
while you were viewing the contact.
- [John] And finally the last thing we want
to tell you about.
You can see that we've added this little button here,
it says save to Insightly.
With our nice ion logo.
And you have two options, you can either click this
and simply save the email or you can click here
and say save and add link.
So the email has been saved already Insightly is
automatically linked Tony and me because
we're both associated with this email.
And there's the suggested link here of new dance video.
Insightly's smart enough to know that this is likely to be
a relevant opportunity when saving this email,
so you can click here, add this link.
And you can link it to anybody, anything else
you want right here within Insightly.
But this seems good to me.
So all set, we'll close it.
- [Tony] Perfect.
Now when you send a reply you may want to
save that to Insightly as well.
That's why there's that other orange button down there,
works the same way.
- With one click you're able to send it
and have it saved to Insightly at the same time.
So to wrap all this up let's take a look at
Tony Roma the record within Insightly.
This record has been completely created
from within the Google sidebar.
We've got a link to me, we've got the new opportunity
that we've created and we've got the two emails,
and so that everything for your entire contact
is in one place.
And we didn't even have to leave Gmail one time.
All right, get it set up for yourself
and you'll be well on your way
to a carefree CRM experience.
- Now we're gonna go talk to our engineering team
about that dance routine.
(light, easy going synthesizer music)