Insightly CRM by Unbounce

A prospect opens your email. Replies with interest. Accepts your LinkedIn request. That’s not random activity. That’s a buying signal. But if that signal doesn’t quickly turn into a booked meeting, momentum starts slipping. Too often, outbound teams create friction at the exact moment they should be making the next step easier. They send a booking link and ask, “What works next week?” Then wait. By then, the buyer’s attention has already moved on. The better move: make the next step immediate. When someone accepts your LinkedIn request, call while the conversation is fresh. When a prospect replies with interest, skip the scheduling link and offer two specific times instead. For example: “I can make 3:00 PM ET today work, or does 10:00 AM tomorrow suit you?” Even if they can’t meet that quickly, you’ve done three things: ⚡ Kept momentum alive 📅 Made scheduling easier 🤝 Shown you’re easy to work with That’s one of the outbound plays inside the 2026 outbound efficiency playbook. #OutboundSales #SalesEfficiency #B2BSales #SalesProspecting #SalesTips

Your buyers have already made up their mind about you before they ever visit your site. That's not an exaggeration—it's the new reality of the buyer journey. Reddit threads, YouTube reviews, Discord conversations: these are where pains are discussed, opinions form, and products are evaluated. Talia Wolf, CEO of Getuplift, argues that optimizing your owned pages is necessary, but no longer sufficient. If you're not part of the conversations happening off your site, someone else is shaping it for you. Tune in to this week's episode of Closing Time for Talia's 3-step emotional targeting framework that optimizes for real customer pains, not guesswork → https://bit.ly/4wWpLnW

Most pipeline reviews are a waste of time. Reps show up with half-baked notes. Managers dig for basics. Nobody leaves with forecast confidence. The way you run pipeline reviews is only as good as the system behind them. The experts at 30 Minutes to President's Club have this down to a science: buyer-centric sales processes, a forecast methodology that spots risk early, and the 3-step pipeline review framework. We partnered with 30MPC and packaged it into one toolkit with a: 👉Downloadable 3-step playbook 👉60-minute masterclass recording Inside: specific coaching questions from CRO Mark Kosoglow, practical CRM setup tips, and a repeatable system for cleaner data and stronger forecasting. Turn pipeline reviews into the most important revenue meeting of the week. Toolkit 🔗 below!

Why do your cold calls feel like you are starting from scratch every single time? Because your prospect list is too broad. If you are calling into five different industries and targeting three different job titles in the same afternoon, every single outreach is going to feel generic. The wider your list is, the harder it becomes to make your message compelling. When you get a prospect on the phone, you only have seconds to earn the next minute. You can't do that if you are improvising. 👉 The fix is focus: Stop calling everyone and focus on one specific segment. Sales expert John Barrows points out that a "power hour" of prospecting only works when you are calling into a specific segment with a relevant message. Narrow your list to 20–50 accounts that share an exact same profile. Think "VPs of Sales at SaaS companies under $50M," rather than just "VPs of Sales." When you do this, you can batch your research and refine one core talk track. You get the impact of deep personalization, and you get sharper with every single dial. Stop improvising and start converting. Get the playbook and start converting more of your cold calls today (🔗 below!).

Most CRMs are built around the sale. Consulting firms are built around what happens after it. When project management is built into your CRM instead of bolted on, sales context and client details transfer directly into the project. No second tool to manage and no data re-entry required. Are you managing sales and delivery in separate tools? The software analysts at SelectHub broke down what consulting firms should look for in a CRM in 2026, and why Insightly is built for the way consulting teams sell, deliver, and grow. Watch the full breakdown: https://lnkd.in/e97Q_BmR

Only about 3–5% of your market is actively in a buying cycle right now 🎯 If you are just guessing who has the budget, your outreach will fall flat. It's time to stop mistaking fake personalization (like mentioning their college mascot) for actual relevance. You need to look for signals that a buyer is actually in the market. Outbound expert Jed Mahrle calls job postings his absolute favorite buying signal. But he doesn't just read the job title and ask if they need tech for the new hire. Top performing reps check the posting for clues about internal processes, priority gaps, and exactly where the company is headed. That context is how you start turning cold emails into timely and relevant outreach. Remember sales expert John Barrows' rule: signals help you prioritize an account, but triggers are your actual reasons to reach out. Stop annoying prospects and start helping them by getting your timing right. 👉 Get the outbound efficiency playbook now and check out all 7 buying signals: https://bit.ly/4e93nj9

Roll out the red carpet! Insightly just won the 2026 CRMmys.🏆 Seven categories. Fifteen finalists. One Best Overall CRM. This one belongs to our customers who trust Insightly every day, our partners who support us, and our team that built an award-winning CRM. We couldn’t have done it without all of you. Browse the 2026 results: https://lnkd.in/gunEDhMX - - - - The CRMmys are evaluated by an independent panel of practitioners against published, category-specific criteria. #crmmys2026 #bestcrmoverall

AI adoption is moving fast, and every GTM team is trying to figure out which tools and use cases are actually worth testing. If AI video isn’t on your list, it should be. In this episode of Closing Time, Hope Horner (founder and CEO at Lemonlight) explains why AI video is not about clicking a button and getting a perfect final product. The real opportunity is using AI to make video production easier to plan, test, and scale—while keeping human judgment at the center of the creative process. For teams under pressure to create more content with the same resources, that can mean faster storyboards, easier clip generation, and new ways to bring ideas to life that used to feel too expensive or complicated to shoot. Watch the full episode to learn how teams can start using AI video → https://bit.ly/4gmAN0u