Insightly surveyed over 300 creative professionals working in marketing, communication, design, advertising and media across the globe. The outcomes reveal how these groups use CRM and project management to solve their leading problems – teamwork, organization customer information, efficiency, and difficulty managing projects. In this interview with VP of Marketing Lorreta Jones we’ll understand how agencies and media companies can “walk the talk” by using customer relationship management. The host is Susan Finch.
About Loretta Jones
Loretta Jones is the vice president of marketing at Insightly, a San Francisco-based SaaS CRM application for small businesses. With more than 15 years of experience in marketing, including marketing strategy, communications and lead generation, Loretta has grown marketing programs for both SMB and enterprise customers at Coveo, Adobe EchoSign and several other companies.
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