Your clients' sales and marketing efforts are stagnant due to bad data. They struggle to manage their CRM as it grows and becomes more complicated over time.
Using Insycle, you can identify and show your clients the most common data problems that exist in their CRM, pinpointing poorly formatted records, duplicate data, low-quality data, and other data issues.
Your team will be able to fix the CRM data issues with just a few clicks and offer ongoing data maintenance services to your clients.
Agency Partner Program Benefits
As part of the program, participating agencies qualify for 3 unique benefits:
- Free plan for your own CRM: Improve your own agency CRM data to engage better with your clients, and get to know the Insycle product in the process. Free plan for agency database with up to 100,000 records.
Free Data Health Assessment for your clients' CRMs: Help your clients understand the obstacles that prevent them from achieving their business goals by sharing specific data points with examples about the state of their data, and offer to fix those issues and manage their data on an ongoing basis.
- Special 10% discount on Insycle plans: Your clients will be eligible for a special 10% discount on Insycle plans when they sign up using your agency link.
How To Join the Agency Partner Program
Joining the program is free. The only requirement to participate in the program is to add the Insycle logo and link to the Partners page on your website.
- Sign up for the Insycle free trial using your agency CRM
- Add the Insycle logo PNG or SVG to your Partners page, and link it to https://www.insycle.com/hubspot/ as a "dofollow" link.
- Contact our support team using chat or support@ to register and receive your agency link.
Running Health Assessment Reports for your Clients' CRMs
- Log in to Insycle using your agency CRM
- Under Settings>Accounts add your clients’ CRMs by clicking the relevant logo in "Add Accounts"
- Insycle will automatically start generating the Health Assessment report. Typically it takes less than an hour to prepare the report, but it may take longer for larger databases.
Learn more about the Health Assessment Report
Action Plan for New Agency Clients
- Share the Health Assessment metrics with your clients. You can also download the Health Assessment metrics to CSV and prepare a presentation based on the raw data.
- Generate detailed preview reports showing the data problems with specific examples.
- Offer to fix the problems and maintain your clients' CRM data on an ongoing basis.
Learn more about Action Plan for New Agency Clients
How Your Clients Buy an Insycle Plan
- Provide your agency link to any of your clients.
- Your client will log in using your agency link and click "Buy Plan" to complete the purchase.
- The special 10% discount will be applied automatically and shown to your client together with your agency name
After your client buys a plan, your agency can manage their data using Insycle. There is no additional cost for the agency to use Insycle. Please note, the agency link is for client use (not agency retainer).
This is ideal so that you can manage all client databases from one place using one login.2. Connect Your Client's CRM Account to Insycle
On the Settings>Accounts page in the Insycle dashboard, add any relevant client databases to your workspace so that you can manage all client databases from one place using one login.
To add a client's account to Insycle, you must be added to their CRM account with appropriate permissions inside the CRM app.
Select your platform by clicking on the logo in the Add Accounts section.
Databases that are added to your workspace will expire automatically if they're not on an active paid plan. You can check the status of databases on the Accounts page.
Frequently Asked Questions
Joining the Agency Partner Program is free.
There is never a direct cost for an agency to join the partner program. Instead, you are provided with a 10% discounted link that allows your clients to sign up for an Insycle plan.
Additionally, you'll be able to connect your client's CRM to Insycle and generate a free Customer Data Health Assessment, which is great for identifying data issues, visualizing them, and getting buy-in from your clients.
Joining the program is free. There is never a direct cost for an agency to join the partner program. Instead, you are provided with a 10% discounted link that allows your clients to sign up for an Insycle plan.
Deliver your 10% discounted agency link to your client. Once they subscribe, their plan will be re-activated. If you require a trial extension so that your client can evaluate Insycle, contact support through the live chat.
Once you've added your client's CRM account to your Insycle workspace, employees of your agency or a client's organization can log in to Insycle through their connected platform and view the Customer Data Health Assessment.
It is a best practice for agencies to go over the results of the Customer Data Health Assessment on a live call.
Additionally, you can generate a CSV summary of your Customer Data Health Assessment to share with clients at any time by clicking the download button in the upper-right-hand corner of the screen.
Databases that are added to your workspace will expire automatically if they're not on an active paid plan. You can check the status of databases in Settings>Accounts. When a database is expired, Insycle automatically stops processing its data and does not generate a health assessment report for it.
No, Insycle does not currently offer an affiliate program.
Yes. You can always view any changes made to the data in your client's CRM by viewing the Activity Tracker page.
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