Guides and Research

Featured Guide

The Ultimate Guide to Sales Stack Consolidation 

Understand the signs that your sales stack might need a revamp and take the first step into consolidating with this guide.

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Guide
The Ultimate Guide to Advanced Sales Math 
Discover the crucial points in your sales cycle that can separate a winning deal from a losing deal.
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Solution Overview
InsightSquared Revenue Intelligence Platform Overview
Read a complete guide to what is encompassed within InsightSquared’s Revenue Intelligence Platform.
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Research
G2 Summer 2020 Grid Report
The latest G2 grid reports are here and InsightSquared is honored to be ranked #1 for Mid-Market Sales Analytics. Check out the report for details.
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Research
Dynamic Guided Selling: An Introduction 
Forrester SiriusDecisions introduces guided selling as a method to improve sales execution.
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Research
The Sales Dashboard Review Process
Learn what criteria to take into consideration when reviewing your dashboards, from SiriusDecisions.
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Research
The Forrester Wave™: Sales Training and Services, Q1 2020
Forrester has evaluated 9 sales training and service providers against 28 criteria to help you choose the best partner for your team.
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Guide
The Better Approach to Pipeline Reviews
Transform your pipeline reviews into proactive sessions with this guide.
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Guide
The Ultimate Guide to Sales Forecasting 
A detailed guide on how to effectively do sales forecasting. 
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Guide

Solution Overview

Finally trust the data in your CRM. Use this Solution Overview to empower your managers with the insights they need to coach and turn decisions into Action.

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One-Pager

Activity Capture 

Get the details behind what Activity Capture is and how it works to provide visibility into the essential components of your business.

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Guide
The Guide to RevOps by Role
What exactly is revenue operations and what does it mean for each role within an organization?
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One-Pager

RevOps Checklist

Identify gaps in your organization and assess your RevOps journey with this checklist.
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Research
Forrester GKAD Report
Use The Goal-KPI-Action-Data (GKAD) Framework to align, measure, and act.
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Research
Marketing Ops: Planning Assumptions 2020
Key assumptions to incorporate into 2020 planning, from SiriusDecisions. 
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Guide
The Ultimate Guide to Rep Management 
A detailed guide on how to effectively manage your sales reps.
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Research
Marketing Automation Platform Satisfaction Survey Results 2019
This survey gathered the opinions of marketers currently using top MAPs.
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Research
Sales Operations: Planning Assumptions 2020
Get the key assumptions that sales and revenue operations leaders can incorporate into 2020 planning, from SiriusDecisions.
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eBook
The Definitive Guide to Metrics-Driven Sales Coaching
See how using data can improve your sales coaching.
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eBook
Marketing Board Meeting Essentials 
Get past circular conversations about which metrics matter, and focus instead on strategic discussions based on data.
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eBook
The Ultimate Guide to Pipeline Management
Sick of being short on pipeline? Check this out to learn about the best practices and strategies for pipeline management.
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Infographic
SaaS Sales Planning Benchmarks
InsightSquared partnered with OPEXEngine to track key SaaS sales metrics and survey peers to benchmark optimal performance.
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eBook
12 Must-Ask Questions for Sales Managers & VPs
In order to improve your sales team’s results, you need to ask the right questions.
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Event Sessions
Ramp 2019 by InsightSquared
Two days of revenue operations content. 25+ sales and marketing sessions from Ramp 2019. 
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Whitepaper
10 Questions to Ask Before Buying Business Intelligence
Make sure you ask these questions before pulling the trigger on a BI solution.
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eBook
Sales Board Meeting Essentials
Learn the key sales metrics and insights to share at your next board meeting. Effectively tell a story through data. 
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One-page Guide
What Does a Career in Sales Ops Look Like?
Where is your career in sales operations headed.
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Research
The SiriusDecisions Revenue Operations Charter
Define the key components of a revenue operations charter and elevate organizational performance.
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eBook
The Ultimate Guide to Planning and Analysis
Learn how to leverage historical data to plan for the future.
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eBook
How to Hire Rockstar Sales Reps
Learn about exclusive sales rep hiring tips from Mark Roberge.
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Guide
The Sales Operations Guide to Scientific Sales Enablement
Discover how using the scientific method is critical for sales enablement.
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eBook
The Definitive Sales Operations Handbook
Learn how you can make sales operations critical to your sales team’s success.
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One-Page Guide
What is the Best Time to Make Cold Calls?
Find out the best time of day and day of the week to make cold calls.
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eBook
Getting the Most from Salesforce
Learn how to customize your Salesforce instance to your specific needs.
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eBook
Sales Enablement: Rocket Fuel for Sales Growth
Learn how sales enablement can help you improve the efficiency of your reps.
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eBook
How to Write Effective Sales Emails
Book more meetings by learning how to write more effective prospecting emails.
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Whitepaper
The Definitive Guide to Building an Outbound Prospecting Team
Learn the secrets to building a successful outbound lead generation team.
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eBook
The Definitive Guide to Building an Inside Sales Team
Discover everything you need to know about running an inside sales team.
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Hiring Kit
The Sales Operations Hiring Kit 
Complimentary job descriptions and best practices for building out your sales ops team.
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Research
The 3 Secrets of Successful Pipeline Management
Learn the secrets to pipeline management from sales expert Jason Jordan.
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eBook
The Operational Manual for Inside Sales VPs
Find out how to create a sales process that actually gets results.
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One-Page Guide
What Does a Career in Sales Look Like?
Do you know where your career in sales is headed?
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Hiring Kit
The Sales Operations Hiring Kit 
Complimentary job descriptions and best practices for building out your sales ops team.
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Research
The 3 Secrets of Successful Pipeline Management
Learn the secrets to pipeline management from sales expert Jason Jordan.
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Research
Marketing Automation Platform Satisfaction Survey 2018
Are marketing automation solutions still meeting the needs of today’s marketer?
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eBook
The CEO’s Guide to Sales and Marketing KPIs
Find out which metrics CEOs track to measure sales and marketing performance.