Insightly's Premier Success Plan


For customers who are leveraging a Premier Success Plan after their onboarding is complete, the Onboarding Specialist will initiate an introduction to the Customer Success Manager who will holistically with the customer to drive value and goal attainment. 

What is a Premier Success Plan?

A Premier Success Plan is a strategic partnership between a customer’s business and an Insightly product expert. Through a Premier Success Plan, customers are able to clearly align their business goals and challenges with the usage and feature adoption of Insightly. 

A Premier Success Plan provides customers with the opportunity to do the following with support from their Customer Support Manager:

  • Ensure that business goals are clearly defined by participating in quarterly business reviews 

  • Leverage optimized adoption of Insightly through reoccurring configuration and optimization sessions to better meet business goals 

  • Prioritize planning and goal attainment through reoccurring strategy sessions

Additional information regarding the Premier Success Plan can be found on the Insightly website

Why is it Important?

Industry-wide, as many as 70% of CRM investments fail; when businesses fail to fully adopt CRM applications, it's the customers who pay the price. Failing to adopt CRM applications is also a risk that can persist in a business forever. 

The value of Insightly’s platform is truly unlocked when all teams are using it to capture information across every customer interaction. Those insights can then be shared to align teams who can use the information to elevate the experiences they are serving to customers. Insightly’s onboarding and Premier Success Plan programs are designed to mitigate the ongoing risk that adoption introduces into businesses and help unlock the full value of the Insightly platform to ensure businesses are consistently improving how they serve customers. 

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