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 identifying which plays to run next. It’s a recipe for disaster and one that has led to lack of predictability, declining quota attainment and the dreaded 18-month tenure for sales leaders. Finally, trust the data in your CRM, empower managers with the insights they need to coach, and to turn those insights into Action.
Activity data is the number one indicator of sales outcomes. InsightSquared automatically syncs key sales activity and engagement for your reps, writing this data 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.
Not only will you remove the manual data entry burden that’s been placed on reps, but you’ll get complete visibility into deals that can be used in routine sales processes like rep 1:1s, pipeline reviews, forecast meetings and more.
InsightSquared’s dynamic guided selling coaches reps in-the-moment based on best practices, key steps in your sales process as well as machine learning.
Customize Actions by person, role, opportunity type or any field. Scale best practices learned from top reps across your team. Onboard new reps faster. And hold reps accountable by tracking Actions completed.
Managers can receive Actions too, alerting them to deals at risk and opportunities to coach reps when it matters most—improving deal outcomes well before it’s too late.
Go beyond funnel progression and goal mapping to assess the entire customer journey, understanding key activities, processes, behavior and likely results. Instantly detect changes, exceptions and risk factors throughout the sales process in time to impact results.
Utilize our Machine Learning models to analyze historical win-loss rates and understand what your best reps do differently. Apply our Confidence-to-Close and Ideal Customer Profile scores to determine whether you are invested in the right deals. And view our Time Series visualizations to understand pipeline movement over time.