Touch more deals, more frequently, in less time.

Ai Powered Tools for Smarter Sales Coaching

Uncover Actions proven to improve outcomes

Turn pipeline review meetings from painful to productive with a single, comprehensive and unfiltered view of the customer journey.

Know how every sales activity and the combination of multiple activities, impact pipeline movement and outcomes.

90% of B2B sales activity is not captured in a company’s CRM. This massive blindspot impacts everything from rep coaching to forecast accuracy 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.

Which sales activities impact outcomes?

What are your top reps doing differently?

Can you coach reps in-the-moment on which steps they should take?

ACTIVITY CAPTURE

Automate CRM data entry and give your entire revenue team the visibility they need to grow revenue.

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 deal health that can be used in routine sales processes like rep 1:1s, pipeline reviews, forecast meetings and more.

GUIDED SELLING

Turn rep coaching from reactive to proactive by giving your reps their own personal feed of Actions.

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.

GUIDED SELLING

Turn rep coaching from reactive to proactive by giving your reps their own personal feed of Actions.

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.

PIPELINE MANAGEMENT

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Improve forecast accuracy and minimize time spent reporting.

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.

Rev up your Revenue Operations.

Talk to our sales team today.