Introducing Insightly to TripProximity – an opportunity to innovate and diversify your revenue streams

[boc_heading] Make Insightly smarter and build even stronger customer relationships [/boc_heading]

With integrated trip planning, Insightly can streamline the customer journey further, innovate and add a new transactional, recurring revenue stream from your existing client base.

[boc_side_icon_box title=”What’s in it for Insightly?” icon=”icon icon-graph2″]NEW – Innovation without traditional development expense, producing incremental, transactional revenues

NOW – Implementation in hours, not days weeks or months

NEARBY – by delivering what your customer’s sales and service teams need to get to their clients, you deliver a level of relevance that is unparalleled[/boc_side_icon_box]

[boc_side_icon_box title=”What’s in it for Clients?” icon=”icon icon-magic-wand”]CONVENIENCEPuts travelers near where they need to be to get business done, allowing more time spent selling prospects and nurturing clients  

CONTEXT – Delivering what the end user needs when they need it translates into saving time

CONFIDENCE – 110% best hotel rate promise[/boc_side_icon_box]


Why consider integrated trip planning as a part of the CRM solution?

There are many reasons that companies deploy Insightly – improving marketing, sales and project management activities and ultimately positively impacting the company’s bottom line and facilitating growth are your core value proposition.

Think about the end users of Insightly, once you have secured a new client.  For them, a CRM is much more tactical and practical.  They use it primarily when they need to (or want to remind themselves to) send an email, make a phone call and to plan a visit to see prospects and clients.  That is how they build and maintain relationships, which is key to growth.

Facilitating that face to face encounter for the end user is an opportunity for differentiation and for incremental, transactional, recurring revenue. 

When CRM end users set up face-to-face meetings with prospects and clients, it often results in an overnight stay.  Even if they know the hotels that are near their prospect or client locations, they don’t know if they are available or the room rate.

Today when they need a hotel room, they are forced to leave Insightly and go to their favorite mapping tool, online travel agent or hotel brand.  They often waste time toggling between the client address, a mapping tool and online travel site. Or worse, the busy CRM user moves on to the next email or call and totally forget to secure a hotel reservation.

Imagine giving them hotel availability and booking right from the calendar entry or contact record?  TripProximity allows you to add this literally in hours to various touch points in your system and makes the whole process smarter by auto filling the client’s office address directly from the contact record.  So when your user is thinking, “Where should I stay?”,  Insightly lets them easily book a hotel nearby.


But no one else in the CRM business does this.

Exactly.  This is where Insightly can set yourself apart from the other major CRM players and also stop leaving money on the table from an obvious service that any of your clients with a field sales force need today.

[boc_spacing][boc_heading html_element=”h4″]Imagine being able to add this to your client benefits for CRM[/boc_heading]
[boc_spacing][boc_spacing][boc_heading html_element=”h3″]How TripProximity strengthens your value[/boc_heading]
[boc_heading html_element=”h5″]Imagine this use case:[/boc_heading]

A CRM user books a face-to-face meeting with a client at Mercedes-Benz headquarters in Atlanta. The Insightly user displays the client record for Mercedes and the smart trip tool (shown below) auto fills the client’s address so the user can search and book a hotel nearby. It streamlines the user’s workflow — and they end up fresh and ready for the 8:00 a.m. presentation at Mercedes-Benz’s headquarters.

[boc_heading html_element=”h5″] Test it out. See the magic of proximity-based hotel booking. [/boc_heading]

[boc_divider divider_color=”#eeeeee”]

Did you notice the donation footer?  Every booking generates a donation to your client’s favorite charity. 

We look forward to our call with you at 10am PT on Friday, September 13th.

We will be sharing an overview deck with you, so please be online for our call.  The calendar entry has the ZOOM information.



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