What is Guided Onboarding?
Guided Onboarding is a structured teaching engagement for system administrators. Our Onboarding Specialists develop a customized Onboarding Plan based on your specific product suite to ensure you can reach your business goals.
The service focuses on core platform mastery, such as:
Object Customization: Configuring standard and custom objects and fields.
Lead & Opportunity Management: Pipeline configuration.
Data Integrity: Managing data imports and centralizing your data.
Insights & Analytics: Building custom reports and dashboards.
Engagement & Delivery
A standard CRM onboarding typically consists of 4–6 Zoom-based sessions delivered over 4–6 weeks. If additional products (such as Service or Marketing) are purchased, the number of sessions and the engagement duration will increase accordingly. Guided Onboarding is considered complete once the specific sessions outlined in your Onboarding Plan are finished.
Included Services and Resources:
Kickoff Call: Aligning stakeholders on goals and timelines.
Scoping Worksheet: Identifying your unique business requirements.
Product & Admin Training: Live, expert-led sessions on feature functionality.
Designated Onboarding Specialist: A consistent point of contact throughout the process.
Why It Matters
Industry data shows that up to 70% of CRM implementations fail due to poor adoption. Insightly’s Guided Onboarding is designed to break that cycle. By prioritizing administrator enablement and proper account configuration from day one, we help you unlock the full value of the platform and ensure your team is aligned to serve your customers more effectively.