InsightSquared: Powerful Sales Forecasting & Analytics

Say goodbye to error-filled spreadsheets and spotty CRM data. Automate and streamline forecast submission across your team. Then balance human inputs with machine learning to validate your forecast and investments. Know how to minimize risk and capture upside—to not just meet, but exceed your goal.

The B2B customer journey is always changing, which means your revenue strategy should be ready to adapt as well. Our intelligent RevOps dashboards shorten the distance between data and informed decisions for every business leader involved in generating revenue for your company. Align your complete go-to-market team around a uniform view to maximize results.

Go beyond 1:1s, funnel progression and goal mapping to assess the entire customer journey utilizing our Machine Learning Confidence-to-Close and Ideal Customer Profile models. Understand key activities, processes, behavior and likely results. Instantly detect changes, exceptions and risk. Know if you are invested in the right deals. Then adapt strategies well before it’s too late.

Activity data is the number one indicator of sales outcomes. So we automate, connect and write-the full team’s activities back to your CRM. Discover exactly what activities your sales team has completed, the steps they missed, and how prospects responded, so you can drive more consistent, predictable results.

Understanding what your top reps do differently has never been easier. Record, transcribe and analyze every customer call across the entire sales journey. Capture transcripts, keywords, trends, and talk time. Then combine conversation data with full-lifecycle activity capture and robust machine learning, to enrich every element of your business – forecasts, reporting, product roadmaps, marketing campaigns, competitive positioning, and more.

Put your reps and account managers on the fastest path to success with in-the-moment guidance based on best practices, key steps in your sales process as well as machine learning. Customize by person, role, opportunity type, or any field. Scale best practices learned from top players. Onboard quickly. And hold everyone accountable by tracking through completion.