USE CASE WHEN TO PRIORITIZE TECH FOR YOUR GTM MOTION Manage your sales pipeline If you need an easy to implement and scale CRM, modern CRMs like Insightly help sales teams more efficiently manage their lead and opportunity pipelines, improving lead qualification & routing, deal visibility, deal velocity, and accurate forecasting. Automate workflows & project delivery Automation decreases errors, eliminates paperwork, and keeps teams focused on selling. Having a CRM with built-in project management helps deliver on time and keeps the tech stack manageable. Molds to your business Legacy CRMs force you to do business their way, modern CRMs mold to the way your business runs. Removing the need for IT & admins lowers the total cost of ownership and speeds up user adoption and time-to-value. Unify Go-to- Market teams Having CRM, marketing automation, and customer service on the same platform and dataset, plus easy integration across the tech stack ensures GTM teams stay connected. In reviewing feedback from hundreds of users, we have determined that Insightly's primary value propositions are widely experienced by their customers. Customer Use Cases & Value Definition Top Use Cases Cited by Insightly Customers Customers tell us that Insightly : 0 2 5 0 5 0 0 7 5 0 1 , 0 0 0 C R M P r o j e c t M a n a g e m e n t B u s i n e s s I n t e l l i g e n c e W o r k f l o w A u t o m a t i o n A Go-to-Market Perspective: Insightly | June 2023 • • • • Doesn't require admins or IT Is easier to use than other CRMs Molds to your business • Makes the reporting process simple • AppConnect (Insightly's no code/low code integration tool) easily connects CRM with your business tech stack Is the best CRM for project delivery • Enables better customer relationships & improves productivity