Case Study: 4over achieves scalable, efficient customer acquisition across 100+ markets with Insightly

Manufacturer scales customer acquisition process across 100+ geographic markets

4over, LLC is an online wholesale print manufacturer serving marketing firms, graphic designers and print resellers across North America with a broad product line and a local presence in 100+ markets. As the company grew beyond spreadsheets, shared information across teams became difficult to manage, causing missed deadlines, miscommunication and an unsustainable customer acquisition process.

Insightly delivered an affordable, flexible CRM that centralized contact records, campaign management, custom dashboards, email templates/tracking and project delivery. The system gave teams instant access to customer data and a strategic operational view, resulting in streamlined processes, reduced data confusion, improved efficiency and customer satisfaction, with adoption expanding into business development and HR — backed by responsive Insightly support.

4over

Rita Ward

Overseer of Outbound Telesales