InsightSquared Product Overview
InsightSquared is a comprehensive Revenue Intelligence Platform designed to empower B2B sales teams, revenue operations professionals, and business leaders to make data-driven decisions and drive predictable revenue growth.
Key Functionality
AI-Powered Sales Forecasting
InsightSquared utilizes advanced AI and machine learning to automate and streamline sales forecasting. It combines human inputs with machine learning models to validate forecasts, minimize risks, and capture upside opportunities, ensuring accurate and reliable revenue predictions.
Interactive Pipeline Management
The platform offers interactive pipeline management features that go beyond traditional 1:1s, funnel progression, and goal mapping. It uses Machine Learning Confidence-to-Close and Ideal Customer Profile models to assess the entire customer journey, detect changes, exceptions, and risks, and identify the right deals to invest in.
Activity Capture
InsightSquared automatically syncs deal activity and engagement levels, providing a detailed view of the sales process. This feature helps in analyzing the activities completed by the sales team, identifying missed steps, and understanding prospect responses, thereby driving consistent and predictable results.
Conversation Intelligence and Call Recording
The platform captures and transcribes customer calls and video meetings, analyzing transcripts, keywords, trends, and talk time. This rich data is combined with full-lifecycle activity capture and robust machine learning to enrich forecasts, reporting, product roadmaps, marketing campaigns, and competitive positioning.
Guided Selling and Sales Coaching
InsightSquared provides guided selling capabilities that turn coaching from reactive to proactive. It offers in-the-moment guidance based on best practices, key steps in the sales process, and machine learning. This feature helps in customizing actions by person, role, opportunity type, or any field, and in scaling best practices learned from top performers.
Advanced Sales Math
The platform includes Advanced Sales Math Insights, which identify key inflection points in the sales cycle where deals are won or lost. It evaluates sales cadence, progression timelines, deal attributions, and historic win rates to determine what winning looks like for the organization and scale sales effectively.
Revenue Analytics & Dashboards
InsightSquared provides detailed, automatically updated views for meetings and data within the sales management system. Its intelligent RevOps dashboards help align the entire go-to-market team around a uniform view, maximizing results and enabling quick adaptation to changes in the B2B customer journey.
Integration and Usability
- Integration: InsightSquared integrates seamlessly with popular CRM and marketing automation tools such as Salesforce, HubSpot, and Microsoft Dynamics, using native connectors and an open API for custom integrations.
- Usability: The platform is designed for ease of use, requiring no technical expertise. It offers self-service capabilities, allowing users to add new reports and dashboards, customize forecasts, and filter data in real-time. Most customers can go live within a few weeks.
Pricing and Plans
InsightSquared offers flexible pricing plans, including Growth, Pro, and Enterprise, each tailored to different business needs. The plans vary in features, with the Enterprise plan providing advanced capabilities such as guided selling and custom insights. Pricing is based on the number of users and data volumes, with no hidden fees and inclusive customer support and regular product updates.
In summary, InsightSquared is a powerful tool for B2B sales teams, offering a suite of features that enhance forecasting accuracy, pipeline management, sales coaching, and overall revenue operations. Its integration capabilities, ease of use, and advanced AI-driven analytics make it a valuable asset for driving predictable revenue growth and optimizing sales strategies.