Insightly vs Dynamics 365: Which CRM Offers Better Contact Segmentation

Customer Relationship Management (CRM) software is crucial in organizing and managing customer data. It provides a systematic approach to handling customer interactions, making it easier to retrieve relevant information about and from them. There are many CRM options on the market, but in this blog post, we will compare two popular CRM software: Insightly and Dynamics 365, specifically regarding contact segmentation.

What is Contact Segmentation?

Contact segmentation is the process of dividing customers into groups based on common characteristics such as age, gender, interests, location, etc. It is an important function in CRM software as it allows companies to tailor-make their marketing strategies and messages for each group, hence increasing the probability of converting leads to sales.

Insightly

Insightly is a cloud-based CRM software designed for small to medium-sized businesses. It is known for its ease of use and affordability. Insightly's contact segmentation tool allows users to create custom filters and tags that can be used to group contacts. For example, you can generate a 'location' filter to allocate customers from a specific geographical area.

Insightly's contact segmentation tool also allows for the addition of multiple filter criteria. This feature enables users to create a more precise group of contacts. For instance, you could filter contacts with specific job titles operating within a particular area of a specific company.

Dynamics 365

Dynamics 365 is a cloud-based software that provides several modules for managing customer interactions. It is a more complex CRM software that is best suited for mid-sized to large enterprises. Dynamics 365 contact segmentation tool provides advanced functionality for segmenting your customer data.

Dynamics 365 auto-segmentation tool is an advanced feature that automatically generates dynamic segments based on customer preferences, behavior, and other attributes. The tool allows users to group contacts based on specific criteria such as the number of times they have visited your website, items they frequently purchase, and key decisions they have made in the past.

Insightly vs. Dynamics 365

Insightly and Dynamics 365 are both great CRM software, but they have their differences when it comes to contact segmentation. Insightly is best for small businesses, while Dynamics 365 is suited for larger organizations.

Insightly has an intuitive and straightforward contact segmentation tool that enables users to create custom filters with multiple criteria, making it easier to group contacts based on specific attributes. In contrast, Dynamics 365 has advanced functionality that automates the segmentation process, making it more efficient for larger businesses with a significant customer base.

Conclusion

Both Insightly and Dynamics 365 offer effective contact segmentation tools that can aid businesses in organizing their customer data. However, the selection between Insightly and Dynamics 365 depends on the size and specific requirements of your company.

With Insightly, you get an affordable and easy-to-use contact segmentation tool that allows you to create custom filters to group contacts. Whereas, Dynamics 365's auto-segmentation tool comes in handy for larger companies looking for a more efficient method of segmenting their customer data.

References

1. Insightly. (2021). Insightly. https://www.insightly.com/
2. Dynamics 365. (2021). Dynamics 365. https://dynamics.microsoft.com/
3. Patel, N. (2020). Contact Segmentation and Management with Dynamics 365. https://www.simplysucceeding.com/contact-segmentation-and-management-with-dynamics-365/