In today's digital age, data breaches have become a pressing concern for businesses of all sizes. Incident response service providers play a crucial role in mitigating these risks, helping companies swiftly identify and manage sensitive information after a security incident.

Assessment First is one of those companies. Its CEO and founder, Kris Wasserman, and his team provide data privacy solutions for data breach coaches and insurers.

In this customer spotlight edition of Closing Time, Kris speaks to the value Insightly has driven for his businesses since he became a customer in 2022.

From early struggles with bloated legacy CRMs like Salesforce to the seamless integration of Insightly's enterprise CRM, Marketing, Service, and AppConnect tools, Chris provides a comprehensive look at how these solutions have streamlined his company's processes. He also shares the innovative ways his team uses dashboards and integrations to enhance efficiency and client satisfaction.

 

Watch the episode on YouTube.

 

Want to better align your go-to-market teams? Get a free demo of Insightly's modern, scalable CRM.

 

Connect With: 

• Kris Wasserman: LinkedIn

• Melinda Prescher: LinkedIn 

• Insightly: Instagram // Facebook // Twitter // LinkedIn // YouTube