Segment with tags
We like to be able to report on the organisations in Insightly. In the past this proved to be difficult when we had multiple segments that described groups of organisation.
Now we tag our organisation according to how far they are in the prospecting stage together with the product that it applies to so for example we have "product X Interest", "product X Lead", "product X Subscribed", "product X Unsubscribed".
However we also need to know if the organization is able to host our products themselves or require hosting from a third party" (This affects how we deliver the product and how we maintain it).
As well as these we have a whole host of other tags that when put together give us a well defined segment.
When we report we combine the different tags to report on specifically segmented organizations so that we can better target our conversations with them.