Insight Data have helped us to grow our business significantly and shown us the best way to use our time and resources to make sure we’re targeting the right audience to get the results
Origin – Victoria Brocklesby – COO
At Insight Data we provide the best marketing data enabling you to effectively identify and pinpoint new prospects. Browse our selection of software features to discover how we can help you achieve your marketing goals with a package that suits your specific needs.
Features | Data Only | Salestracker CRM | Mobile CRM |
---|---|---|---|
Online access 24/7 | |||
Access marketing data in real time | |||
In-depth business intelligence | |||
Financial/credit information | |||
Intelligence search feature | |||
Location based search feature | |||
“Do Not Contact” suppression | |||
Add notes/comments to a record | |||
Click to email, click to view website | |||
Multiple users | |||
Set users access/authority | |||
View multiple records in browser | |||
Create/save/print PDF of record | |||
Add own private records | |||
Set system and user preferences | |||
Map integration | |||
Location based map integration | |||
Route planning |
Features | Data Only | Salestracker CRM | Mobile CRM |
---|---|---|---|
Advanced list builder function | |||
Dynamically updated saved lists | |||
Folders to manage lists | |||
Export data to CSV/Excel | |||
Add global note to all records on list | |||
Remove tagged records from list | |||
Exclude selected records (e.g. customers) | |||
Exclude records with selected credit scores | |||
Push lists to other users | |||
Set lists to private or open for other users | |||
‘Call plus’ telemarketing module |
Features | Data Only | Salestracker CRM | Mobile CRM |
---|---|---|---|
Sales and marketing dashboard | |||
Real-time sales reporting and analysis | |||
Click to call | |||
Add to favourites | |||
Attach documents to records | |||
5MB document storage | |||
Calendar integration (Outlook/Google) | |||
In-depth user activity analysis |
Features | Data Only | Salestracker CRM | Mobile CRM |
---|---|---|---|
Select status (e.g. customer, prospect etc) | |||
Assign a main contact (e.g. sales rep) | |||
User-defined relationship fields | |||
Tag records to users-defined groups/hotlists | |||
Link social media network | |||
Reminder if low account activity |
Features | Data Only | Salestracker CRM | Mobile CRM |
---|---|---|---|
Create and assign sales leads | |||
‘Lead ranking’ to help prioritise | |||
Link to campaigns | |||
Assign a lead source | |||
Add sales pipeline value | |||
Set up follow-up date with reminders | |||
User defined fields | |||
Open, won and lost tracking | |||
Advanced lead reporting and analysis | |||
Optional website lead capture form |
Features | Data Only | Salestracker CRM | Mobile CRM |
---|---|---|---|
Create a task | |||
Assign task to you or another person | |||
Select type of task and completion date | |||
Email reminders (due, overdue, complete) | |||
Task reporting |
Features | Data Only | Salestracker CRM | Mobile CRM |
---|---|---|---|
Create a campaign name | |||
Link multiple saved lists | |||
Attach document/campaign creative | |||
Link sales leads to campaigns | |||
Colour coded records |
At Insight Data, we don’t fit square pegs into round holes. Depending on your personal business requirements, we provide subscription options suited to your needs, not ours.
Packages start from as little as £150+VAT per month
Our data can be used an unlimited number of times through a variety of channels.
We use expert technology and techniques to safely store data, in accordance with GDPR, using cloud technology and servers.
With nearly 20-years in data solutions, we’ve created robust data protection policies to ensure your data is protected in accordance with GDPR and ISO 9001 standards.