11/29/2023 0 Comments Nimblerx closing![]() ![]() ![]() Sales isn’t the only team that benefits from Insightly. “Now, we’re north of 65 touchpoints per day with Insightly.” Cross-departmental alignment “Before Insightly, our sales team averaged between 10 and 25 touchpoints per rep per day,” Roberts said. “Sales reps can visualize their pipeline in real time and see how it stacks up to the rest of the team.”Įscalated user adoption and engagement is already having a positive impact on NimbleRx’s pipeline. “Insightly injects an element of competition into our sales pipeline,” Roberts said. Shared pipeline views and business intelligence dashboards keep users actively engaged with the system. “Insightly is a very visual tool, which motivated everyone to buy into and use the system.” “We began implementing Insightly on a Monday and were live by that same Friday,” Roberts said. Insightly’s intuitive interface and helpful customer success team expedited onboarding and user adoption at NimbleRx. “Insightly allows us to specify the fields that appear on account records along with the order that they appear,” Roberts said. NimbleRx leverages customizable page layouts to provide users with the exact information they need to be successful. “Since our processes and teams were somewhat fluid at the time, we needed a platform that could grow and adapt with us.” Insightly is a great solution for getting multiple departments to collaborate within the same workspace.Ĭoexisting on the same platform,” Roberts said. “Everyone brought their use cases to the table with the goal of Katie Roberts Director Of Business Operations And Strategy Customizable and adaptableĪfter carefully evaluating several leading software vendors, NimbleRx’s task force unanimously agreed on Insightly. “Salesforce CRM no longer met our needs, so we created an interdepartmental task force to identify a system that people would actually use.” “We’re growing and changing quickly, and we needed a platform that could keep pace,” said Katie Roberts, Director of Business Operations and Strategy at NimbleRx. Seeking a CRM that could align with the company’s rapidly evolving business model, the team at NimbleRx decided to reevaluate its software needs. Founded in 2015, NimbleRx provides pharmacies with an innovative mix of delivery solutions and patient prescription management tools. NimbleRx is a technology company that partners with pharmacies across the United States to improve customer access to medication. Insightly makes it easier for NimbleRx to align multiple departments and achieve shared business objectives. Advanced Reporting, Contact Management, Custom Dashboards, Custom Fields, Lead Management, Mobile CRM, Office 365 Integration, Open API, Opportunity Management, Pipeline Management, Project Delivery, Role-Based Permissions, Relationship Linking, Workflow Automation Request a demo ![]()
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