Make the Data-Driven Decisions that Fuel Predictable Growth

On average 90% of B2B sales activity is not captured in a company’s CRM. This massive blindspot impacts everything from accurate forecasting to rep coaching to win rates. It’s a recipe for disaster. One that has squashed predictability, led to declining rep quota attainment and the dreaded 18-month tenure for sales leaders.

Ready for a change? Finally, trust the data in your CRM, empower your managers with the insights they need to coach, and turn decisions into Action.

DATA: KNOW EXACTLY WHAT IS GOING ON IN YOUR BUSINESS

When you understand exactly what activities your sales team has completed, the steps they missed, and how prospects respond, you can drive consistent, predictable results.

ACTIVITY CAPTUREActivity data is the number one indicator of sales outcomes. Let InsightSquared automatically sync sales activity and engagement for your reps, writing this data back to Salesforce.

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Go beyond meetings and emails to understand engagement, changes, personas and more

Eliminate the burden of manual data entry

Prompt reps for missing or out-of-date information that can impact deal velocity

Coach reps to methodically think through their sales cycles (i.e. uncover pain, identify champions)

Turn pipeline review meetings from painful to productive with a single view of the customer journey

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INSIGHTS: KNOW EXACTLY WHAT TO DO ABOUT IT

Once you have comprehensive data from across your funnel, you can effectively assess the entire customer journey and forecast with precision, understanding key activities, processes, behavior and likely results.

SALES ANALYTICS + INSIGHTSFrom daily sales intelligence to in-depth reports, our intuitive dashboards make it easy to run your operations, understand changes in your pipeline and uncover the real reasons behind them. Access the insights you need to manage your pipeline, forecast more accurately, and tailor coaching.

Go beyond funnel progression and goal mapping to tie activities to outcomes

Analyze historical wins and losses to understand what your best reps do differently

Utilize machine learning to apply findings to future pipeline and adjust decisions accordingly

Understand which reps are following your sales process

Determine how your pipeline alignswith your ICP

Utilize data from your complete saleshistory

Evaluate multiple forecast models in intuitive visualizations

Compare and contrast models to zero-in on the most accurate forecast

Enter callouts and overrides to track forecast accuracy over time

Balance your forecast with machine learning-driven Confidence to Close

INSIGHTSQUARED FORECASTINGSay goodbye to error-filled spreadsheets and tools that rely on spotty data from your CRM. By combining Activity Capture and Actions, you’ll not only improve the accuracy of your forecast, you’ll also improve win-rates knowing exactly what steps to take to win the deal.

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ACTIONS: KNOW EXACTLY HOW TO MAKE IT HAPPEN

The best dashboards in the world are worthless if they do not drive action. Take your QBRs and funnel review meetings from interesting discussions to actionable execution.

GUIDED SELLINGGive your reps their own personal feed of recommended Actions prioritized by what matters most. That means all reps can learn from top performers and new reps can onboard faster with steps proven to improve pipeline velocity and close rates. Managers can receive Actions too, alerting them to deals at risk and opportunities to coach reps in-the-moment, improving deal outcomes well before it’s too late.

OPTIMIZE: KNOW EXACTLY WHAT TO TRY NEXT

The B2B customer journey is always changing, which means your sales strategy should be ready to adapt as well. InsightSquared's optimization loop ensures you are well prepared to react to market changes, competitive threats,new products and more—quickly identifying what is working and opportunities to improve.

Activate predictive alerts to move from reactive to proactive

Customize Actions by person, role, opportunity type, or any field

Focus on real-time adjustments that together can be implemented quickly

Scale best practices learned from top reps

Hold reps accountable by trackingActions completed

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It’s not about dashboards—it’s about data-driven insights you can easily put into action to improve execution.

GET STARTED TODAY WITH INSIGHTSQUARED