Case Study: CBUSA achieves 20% per-user cost savings and actionable insights with Insightly

CBUSA saves 20% per user with Insightly

CBUSA, a group of custom builders, needed to align their data practices and improve CRM adoption and customer retention analysis across their independent regional markets. Their previous system, Salesforce, suffered from data integrity issues and low adoption. The leadership also sought cost savings and a solution that could be customized to their unique business needs.

Insightly provided a modern, flexible CRM with project features, customizable reporting, and dashboards. By migrating to Insightly after a comprehensive data cleanse, CBUSA established a single source of customer truth. This enabled them to analyze and improve customer retention and achieve a 20% cost saving per user compared to their previous platform.

CBUSA