Social Media CRM Infographic for Insightly

Client: Insightly

Project Overview:
Insightly, a prominent CRM platform provider, enlisted the services of Richmond Concept to design a comprehensive and visually engaging infographic. The objective was to educate their audience on utilizing social media for customer acquisition, with an emphasis on social media engagement, customer service, and productivity. The infographic needed to be detailed, vibrant, and consistent with Insightly’s established brand as a thought leader in the CRM industry.

Objective:
The primary objective was to create a detailed and visually appealing infographic that offered actionable insights on leveraging social media to attract customers. This infographic aimed to bolster Insightly’s reputation as a thought leader and provide valuable guidance to growing businesses on optimizing their social media strategies.

Approach:
Richmond Concept adopted a methodical approach, characterized by thorough research and close collaboration with Insightly, to ensure the content was accurate, relevant, and in alignment with their brand messaging. Key steps included:

  • Content Research: Conducting extensive research on best practices for social media engagement, customer service, and productivity.
  • Brand Alignment: Ensuring the infographic reflected Insightly’s visual identity and communicated their brand message effectively.
  • Visual Design: Creating a visually compelling layout that facilitated the clear and concise communication of complex information.

Design Tools and Techniques:
Richmond Concept employed various sophisticated design tools and techniques to achieve the desired outcome:

  • Color Theory: Application of vibrant, on-brand colors to capture attention and enhance readability.
  • Typography: Selection of fonts that were both legible and consistent with Insightly’s brand guidelines.
  • Illustrations: Creation of custom illustrations for key points and make the information even more interesting.

Execution:

  • Concept Development: Initial sketches and layouts were created based on research and brand guidelines.
  • Design Iterations: Multiple design drafts were produced and refined based on iterative feedback from Insightly.
  • Finalization: The final design was polished to ensure all elements were cohesive and visually appealing.
  • Delivery: The completed infographic was provided to Insightly in various formats suitable for different social media platforms.

Outcome:
The finalized infographic effectively communicated the importance of social media engagement, customer service, and productivity in customer acquisition. The infographic not only adhered to Insightly’s brand identity but also delivered substantial value to its audience. This project significantly contributed to improved customer relationships and business growth for Insightly.

Tools Used:

  • Adobe Illustrator
  • Adobe Photoshop
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