Data is the backbone of any successful modern company’s operations. But getting the most out of that data is easier said than done.
For years, Insycle has been at the forefront of CRM data management, ensuring that businesses can harness the full potential of their CRM data. By offering tools that allow users to deduplicate, standardize, clean, and validate their records—and more—Insycle has transformed the way companies interact with CRMs such as HubSpot, Salesforce, Pipedrive, and Mailchimp.
But as the business landscape evolves, so do its challenges. CRMs have to cater to a broad group of customers. This has resulted in the availability of many basic features that cover the bare necessities, but a dearth of more advanced features that modern companies require.
Recognizing the need for more advanced solutions for critical business processes, Insycle proudly introduces the new RevOps Acceleration Apps. These are add-on apps to our standard plans. They take the data that you clean with Insycle to the next level by allowing you to use that data to automate critical business processes.
We currently have two RevOps Acceleration Apps, with more in the works. The two available apps are:
These apps are designed as add-ons to the standard plans that include our data management modules. They address the foundational issues of data management and also target critical business processes, propelling businesses toward growth with advanced features that give them more power to manipulate, manage, and optimize their CRM data.
In today's fast-paced business environment, the importance of clean and accurate CRM data cannot be overstated.
Insycle users are familiar with our modules—Merge Duplicates, Transform Data, Magical Import, Bulk Operations, Cleanse Data, Group & Update, Grid Edit, and Data Validation.
Each of these modules plays a key role in helping our customers clean, organize, and standardize their CRM data. Every interaction, decision, and strategy hinges on the quality of the data at hand. Clean CRM data is critical for business success. It lays a strong foundation for decision-making, ensures smooth customer interactions, and maximizes efficiency and productivity. It also helps companies create targeted marketing campaigns and optimized sales processes, drives seamless platform integrations, and allows your teams to confidently operate.
But while data management is critical to processes, companies still need to put that data to use. This is where our new RevOps Acceleration Apps come into play.
It’s clear that maintaining clean CRM data lays the groundwork for effective business operations, but the true potential of this data is realized when it's harnessed to automate processes. This is where Insycle's RevOps Acceleration Apps come into play, offering a transformative approach to revenue operations.
While traditional data management focuses on the hygiene and integrity of data, RevOps Acceleration Apps go a step further. It's not just about having clean data; it's about leveraging that data to drive revenue, streamline operations, and enhance customer experiences.
Let’s take a deeper look at our first two RevOps Acceleration Apps: Assign and Associate.
The Assign app ensures that tasks are directed to the right teams or representatives, optimizing response times and customer engagement. It’s the perfect solution for lead routing, ticket routing, or assigning any record in your CRM.
Check out Assign’s advanced features:
Advanced Granular Segmentation for Advanced Lead Routing
Insycle’s Assign app allows you to segment incoming leads in advanced ways, using any field in your database as a variable in your lead routing efforts.
Once you've decided which leads to route, you need to determine where to route them. That starts with determining which reps are available for new assignments.
Advanced Rep Availability for Faster First Response Times
Insycle allows you to set availability for each sales rep, including working hours and out-of-office days. This reduces first response time, since reps who aren’t available won’t be assigned leads.
And marking unavailable dates is as simple as selecting the date for a specific rep.
On sick days, you can quickly toggle the rep unavailable as well, avoiding the process of removing the rep from your CRM lead routing automations, of which there may be dozens:
Insycle's robust routing and balancing provides unparalleled control over your deal flow. But Insycle goes further, ensuring that leads are routed almost instantly after they enter your CRM, reducing time-to-talk across your entire sales organization.
Rep Workload Balancing for Better Customer Sales Experiences
For sophisticated lead routing, you'll want to consider sales rep workloads and availability when assigning leads. Over-assigning leads to a particular rep slows your whole sales organization down and can lead to disagreements in commission-based sales roles. But with Insycle, you can automate lead assignment and balancing across all reps in your organization.
For routing, you have three assignment rule options:
The balanced rule also gives you more control over the time period Insycle considers when balancing leads across your selected representatives.
This provides unmatched control over workload distribution.
Automate Assignments for Better Revenue Operations
Insycle allows for routing templates to be executed automatically, on a set schedule, running hourly, daily, weekly, or monthly depending on your needs.
After building routing templates, HubSpot customers can bundle them into an Insycle Recipe and inject them into their HubSpot Workflows, so that leads are automatically analyzed and routed after they hit the database—and before you send them your first communication.
Using Insycle’s Workflows integration, there's almost no lag between a new lead and its routing to the correct owner.
If you don't have Workflows access, or need to route leads in another CRM, you can still automate Insycle Recipes on a set schedule.
Insycle’s Associate app, another part of the RevOps Acceleration Apps, allows you to associate any record with another record in your database by using any field as a matching field. This capability is key for account-based marketing applications and includes contacts, companies, deals, and custom objects.
Identify and Match Associations Using Any Field
Insycle gives you granular controls to identify and match associations that are missing in your database. For example, you may use your email domain and the company domain to identify missing associations.
But those aren’t the only fields you can use. Choose any fields in your database as potential matching fields for associations and relationships with other records.
Advanced Bulk Association With Unparalleled Control
The Associate app also gives you unparalleled control over associations, allowing you to add, remove, or replace associations in bulk and automatically.
Additionally, Insycle’s Associate app gives you the ability to use both exact and similar matching, ignoring things like symbols or numbers when matching, or even select a portion of the field that you would like to match.
With multiple templates that match associations using several fields, you will catch more missing associations than if you relied solely on a CRM's default association matching options.
Copy Values Between Associated Fields
Sometimes, when making associations, you will want to ensure that both records have the same data for specific fields. With Insycle’s Associate app, you can do this automatically, everytime an association is made.
Automate Your CRM Record Associations
Then, you can automate associations to take place automatically on a set schedule, just as you can with the Assign app.
These apps represent just the beginning of Insycle's commitment to revolutionizing rev ops.
By focusing on specific business challenges and offering tailored solutions, Insycle's RevOps Acceleration Apps are not just tools but partners in driving business success. As we continue to innovate and expand our offerings, businesses can look forward to even more advanced features and capabilities, all designed to harness the power of clean CRM data to its fullest potential.
The digital age has ushered in a new era of business operations, where data is not just an asset but the lifeblood of an organization. As businesses grapple with the complexities of managing and leveraging this data, the need for comprehensive solutions becomes paramount. Insycle, with its rich history in CRM data management, is poised to lead this revolution, evolving into a complete revenue operations solution.
Learn more about how Insycle can revolutionize your revenue operations and data management operations, propelling you to new heights.