Action Plan for New Agency Clients

Before you can fix issues in a database, you have to identify what issues are present. A great starting point for this is to use the Customer Data Health Assessment. 

The goal of the Health Assessment is to surface data quality issues that negatively impact your client's marketing, sales, and support efforts and to guide you through the process of fixing them.

As part of the Agency Partner Program, an assessment is generated for any client account that you connect to Insycle. You can connect the account and generate the Customer Data Health Assessment before the customer signs up for a plan, allowing you to use the assessment as a sales tool. 

On the Assessment, you can drill down into these different categories to view the specific issues contained within, giving your clients specific details about the type of issues that they have in their CRM database, helping you to connect those to real business problems. 

The Customer Data Health Assessment tracks issues in your client's CRM over time, allowing you to visually show improvement to clients. 

You can also 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. 

With full visibility into the issues in their CRM, your clients gain a full understanding of the scope of their data problems. Then, you can go a step further, showing them how you would fix many of their issues by generating Previews of potential updates. 

You can run deduplication, associations, formatting, or any other operation in Preview mode in order to generate CSVs with specific data samples to share with your clients and illustrate the issues in their database.

For example, imagine you need to generate a report on duplicate records for your client. A good starting point is the Health Assessment. 

Click the Review button for the template that you would like to generate a preview CSV for. 

You'll be redirected to the correct module and template. 

To generate a Preview of the operation, click on the Review button in the module. 

On the initial screen of the popup, you can select Preview mode.

Preview mode does not update any data; it only generates a simulation of what the changes would look like. Insycle will generate a preview CSV that details all of the changes.

For example, the Merge Duplicate module shows how duplicates will be merged when run in Update mode, including which records will be designated as the master and which will be merged as duplicates. Learn more about merging duplicates.

In this example from the Transform Data module, the preview CSV shows how the Country/Region values would be populated from the top-level domain in the email addresses. Learn more about using the Transform Data module to populate country, state, or city values based on other field data.

In this example, you can preview how a new, standardized deal name is created using values from other fields. Learn about using the Transform Data module to standardize deal name format using values from multiple fields.

Module Preview CSVs are a great way to go beyond what the Health Assessment shows, highlighting specific data issues for your clients and how they can be fixed. This can encourage them to invest in ongoing data maintenance plans.

Once you have visibility into the issues in your client's CRM database and approval to fix them, you can start fixing those issues and standardizing your fields.

On the Health Assessment, click the Review button for a specific issue. 

The appropriate module will open with the template loaded, so you can resolve the issue with a few clicks. 

In most modules, a Review button is found at the bottom of the module. 

Click this to initiate a three-step process. In the first step, select Update mode to push the data changes made by the template to your client's live database.

After completing the process and pushing the updates to your live CRM database, you can access a report of your run operations through the Activity Tracker. 

For ongoing issues, you can automate templates to ensure your client's key data problems are fixed automatically on a set schedule. 

With automation, your agency can keep your client's database squeaky clean without lifting a finger.