Salesforce vs Insightly: Which CRM Offers Better Lead Routing?
As businesses grow, managing leads, and keeping track of all customer interactions becomes a hassle. This is where CRM software comes in handy. It automates mundane tasks, saves time and makes the operation more efficient. The two leading CRMs in the market are Salesforce and Insightly. In this blog, we'll compare both the CRMs for lead routing and identify which one offers better service.
What is Lead Routing?
Let's start by understanding what lead routing is. It's a process where leads generated from various sources are assigned to the right salesperson. It's critical to assign leads correctly, so no opportunity is lost. The process includes the following steps:
- Lead capture
- Lead qualification
- Lead distribution
The process can be automated by using a CRM system. It saves time and effort, making it an excellent solution for businesses of all sizes.
Salesforce
Salesforce is the world's leading CRM platform with a market share of 19.7% (2022). It has been in the market for over two decades and has built a reputation for itself. When it comes to lead routing, Salesforce provides an unparalleled service. It offers the following features:
- Round-robin
- Skills-based assignment
- Territory-based assignment
- Lead qualification
Salesforce's lead routing algorithms are highly advanced and take into account multiple factors. It ensures that the leads end up with the right salesperson, resulting in a higher conversion rate.
Insightly
Insightly is a relatively new player in the market, but it has been making waves. It offers a robust CRM solution that caters to small and mid-sized businesses. When it comes to lead routing, Insightly offers the following features:
- Round-robin
- Territory-based assignment
- Lead distribution
Insightly's lead routing features are not as advanced as Salesforce's, but it gets the job done. It's a more affordable solution for businesses that don't require advanced routing features.
Side by Side Comparison
Let's compare the two leading CRM systems side-by-side for lead routing:
| Features | Salesforce | Insightly |
|---|---|---|
| Round-robin | Yes | Yes |
| Skills-based assignment | Yes | No |
| Territory-based assignment | Yes | Yes |
| Lead qualification | Yes | No |
| Affordability | Expensive | Affordable |
Based on the comparison, Salesforce offers more advanced lead routing features than Insightly. However, Insightly is a more affordable option for small and mid-sized businesses that do not require advanced routing features.
Conclusion
Both Salesforce and Insightly are excellent CRM solutions. In terms of lead routing, Salesforce offers more advanced features, making it a preferred choice for enterprises. On the other hand, Insightly provides an affordable option for smaller businesses that do not require advanced features.
Choosing the right CRM depends on your business requirements. We hope this comparison helps you make an informed decision.
References:
- Salesforce Market Share - https://www.datanyze.com/market-share/crm--2/Salesforce-Market-Share
- Insightly Pricing - https://www.insightly.com/pricing/