Insightly
84 Case Studies
A Insightly Case Study
Campbell Travel’s corporate arm, TravelSolutions by Campbell, is a tech-forward provider of corporate and leisure travel services. After years on Salesforce, VP of Sales Robert Lawrence found the platform overbuilt and too expensive for the team’s needs—renewal costs strained the budget and the system didn’t align with the sales workflow.
The company moved to Insightly, gaining equivalent functionality at roughly one-quarter of the cost and enabling workflow automation that removed manual handoffs, improved sales rep productivity, and increased cross-department visibility. The switch freed budget for marketing and lead-generation programs, boosted customer engagement, and delivered a reported 4X ROI.
Robert Lawrence
VP of Sales