Case Study: Momentum Consultants & Actuaries achieves total pipeline transparency and scalable sales processes with Insightly

Insightly makes it easier for Momentum Consultants & Actuaries to scale its business acquisition processes

Momentum Consultants & Actuaries (MCA), a Johannesburg-based subsidiary of Momentum, needed a scalable way to replace spreadsheet-based pipeline tracking that offered little accountability. The new business division sought an intuitive, customizable CRM to streamline opportunity management, pipeline reporting, and consistent data collection across its 250+ employee operation.

Insightly was deployed with custom fields, objects, page layouts, kanban views, automated BI dashboards and scheduled reports, delivering real-time pipeline intelligence and automating the distribution of 80+ data files. The result was total pipeline transparency, more reliable data through required fields, major time savings for staff, a healthier pipeline with less effort, and plans to expand Insightly across the business.

Momentum Consultants & Actuaries

Ansela Poonisammy

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