Welcome to another episode of the Xero Users Podcast! This is the independent podcast series from the XU team where we interview various members of the Xero User Community, including Add-ons, Xero staff and accountants.
This podcast episode focuses on CRM – Customer Relations Management software. We talk to Megan Roth, the Marketing Manager at Insightly – Xero’s emerging add-on partner of the year (Xerocon London, 2016).
Megan tells us about the advantages of using CRM systems generally, the benefits of Insightly specifically, and gives some insight into how CRM makes an impact on marketing.
Favourite quote from the podcast: “The biggest competitor, for us, is that people are using email or spreadsheet – and it’s just not scalable.”