Grow faster with your guided onboarding plan
and get the most from Insightly

The Guided Onboarding Plan is designed to help customers implement the applications they purchase and maximize the value of
their investment in Insightly.  When customers include the Guided Onboarding Plan with their subscription, upon signing up they are
introduced to their Onboarding Specialist (OS). Onboarding Specialists work alongside customers for the initial period of their
subscription to help them complete the initial configuration of core functionality on the platform, such as creating custom fields,
customizing layouts, building workflows and migrating data.  The Guided Onboarding Plan includes implementation guidance and
support for Insightly CRM, Insightly Marketing, and Insightly Service.  This is a one-time cost of $1,500 applied when a product or
multiple products are purchased.

The Premier Support and Success Plan aligns customers with an account service team to provide resources designed to optimize platform usage, drive continued user adoption, and align technical support.  Customers work with Insightly experts in customer success and technical account management to focus on and achieve their strategic goals.

We recommend that customers purchase both Guided Onboarding and Premier Support and Success. Why? Because, no matter the industry, up to 50-70% of all CRM implementations fail because of lack of alignment, adoption, and communication. Conversely, companies that are aligned and and driving great customer experiences drive 2.5x more revenue than companies that are slow to align, share data, and communicate. The Guided Onboarding Plan is required for customers who are subscribed to the Premier Support and Success Plan. This ensures that accounts with a dedicated CSM have been properly onboarded to Insightly and are positioned correctly to work on goal attainment, account optimization, and user adoption.

Yes, Insightly offers Guided Onboarding designed around your unique needs for CRM, Insightly Marketing, and Insightly Service.

This is dependent upon the scope of your implementation and the amount of time you can devote to implementation. On average, most companies complete CRM implementation in 6-8 weeks.

Guided Onboarding is a collaborative effort. We will take your use cases and train and implement them live with you on a series of pre-determined calls. Once we’ve trained you on a subject you will configure any outstanding objectives that weren’t completed on the call and then we will validate your work.