What InsightSquared Does
InsightSquared is a Software as a Service (SaaS) platform that leverages revenue intelligence to help sales teams, revenue operations officers, and data managers make informed decisions. It integrates various aspects of the sales process, including forecasting, activity capture, guided selling, and conversation intelligence, to provide a unified view of the customer journey and optimize revenue growth.
Key Features and Functionality
AI Sales Forecasting
InsightSquared’s AI-powered forecasting automates and streamlines the forecast submission process across the team. It uses machine learning to validate forecasts, minimizing risk and capturing upside. This feature eliminates the need for manual Excel spreadsheets and spotty CRM data, providing real-time updates and historical tracking of forecast changes.
Activity Capture
The platform automatically captures and integrates all activities throughout the sales process, including those from sales engineers, overlays, and customer success managers. This data is written directly back to the CRM, ensuring complete and accurate records. This feature provides unparalleled visibility into the sales process and helps identify key activities that impact win rates.
Conversation Intelligence and Call Recording
InsightSquared captures and analyzes real-time conversations through call and video meeting recordings. It transcribes these interactions, identifying keywords, trends, and talk time, which can be used to enrich forecasts, reporting, product roadmaps, marketing campaigns, and competitive positioning.
Guided Selling and Sales Coaching
The platform offers guided selling features that provide in-the-moment guidance to sales reps based on best practices and machine learning models. It allows for customization by person, role, opportunity type, or any field, helping to scale best practices and onboard new reps quickly. The platform also tracks completion of assigned actions to improve rep accountability and execution.
RevOps Dashboards
InsightSquared provides interactive and automatically updated dashboards that shorten the distance between data and informed decisions. These dashboards align the entire go-to-market team around a uniform view, enabling them to maximize results and adapt revenue strategies as needed.
Advanced Sales Math
This feature uses machine learning to identify key inflection points in the sales cycle where deals are won or lost. It analyzes sales cadence, progression timelines, deal attributions, and historic win rates to determine what winning looks like for the organization and scale sales effectively.
Interactive Pipeline Management
The platform helps teams identify forecast risks and opportunities for upside in real-time. It uses Machine Learning Confidence-to-Close and Ideal Customer Profile models to assess the entire customer journey, detect changes and exceptions, and adapt strategies accordingly.
Self-Service and Customization
InsightSquared is designed with customer experience in mind, allowing everyday users to customize their experience easily. Users can add new reports and dashboards, filter and drill into data, and make changes in real-time without needing extensive technical support.
Scalability, Security, and Speed
The platform is architected for scale, security, and speed, enabling users to run large queries quickly with no latency. It supports the analysis of both structured and unstructured data side-by-side, improving every aspect of operations.
In summary, InsightSquared is a robust Revenue Intelligence Platform that combines AI-driven forecasting, comprehensive activity capture, conversation intelligence, guided selling, and advanced analytics to help sales teams and revenue operations make better decisions, optimize their processes, and drive predictable revenue growth.