Consistently reliable sales performance

  • Repeatable Sales Processes
  • Measurable Progress
  • Predictive Intelligence

Transparency and Control

Revenue generation is your priority. You need clear pipeline visibility, greater forecast accuracy, sales process optimization, and pipeline analytics to drive revenue.
You need to uncover sales process inefficiency, define and strive for optimal deal anatomy, and manage with data-driven pipelines so you can make better decisions and be confident in revenue projections.
  • Confidence in your pipeline through actionable data and insights
  • Customizable integration with your sales processes and CRM
  • Get more out of your CRM implementation through data and analytics
  • Consistent execution and improved sales processes
  • Accurate lead analysis against requirements
  • Forecasts you can trust
53% of sales leaders say that revenue is negatively impacted by a sales process that is too slow; 51% say data that is not readily available or inaccurate.

Real-time integration with CRM gives you visibility and actionable insights that guide corrective actions during the sales workflow to ensure more consistent results.

Sales Performance

Sales processes   |   Revenue Objectives

Real-time CRM Data

Salesforce   |   Hubspot   |   Copper   |   etc.

Inselligence

Structured Dependable process forecasts    |    Sales    |   Proactive methodology management   |   Real-time pipelien visibility

A Data-Driven Forecast You Can Trust

Our proven algorithm leverages real-time sales and performance data to deliver an accurate evaluation of all pipeline activity. Keep it green to keep revenue on track. Stay on top of problem areas.

  • Real-time data and analytics reveal the true health of your pipeline and the accuracy of the information contained in your CRM.
  • Build a reliable sales process based on key variables within Inselligence.
  • Constantly evaluate deal flow against your designed sales process to reveal which deals are most likely to close and when.
  • Build a reliable forecast deal-by-deal, with clear visibility into each one.
  • View forecast from any level from overall pipeline or drill-down in to customizable views including deals by, division, region, sales rep, or even down to each individual deal.
  • Keep it green, keep it clean by eliminating deals that are unlikely to close.

Actionable Insights

Gain predictive insights into team, rep, and deal performance to identify which deals are most likely to close and those that are unlikely to contribute to revenue.

  • Using CRM data, Inselligence creates a graphical view of where each deal falls in the sales process.
  • Dashboards call attention to problem areas; drill down to find the problem and take informed, meaningful action.
  • Evaluate deal progress against the ideal sales process to quickly identify which deals are moving through the pipeline and which are not. Coach sales reps and other departments to keep deals moving toward close.
  • Dive deep into all deals in each stage of the sales process to determine which ones are quality and which ones are unlikely to close.
  • Real-time calculations use the proven efficiency of your sales process to analyze your revenue potential, and combine it with closed deals to date to predict your likelihood of meeting revenue goals.

Continuous Sales Process Improvement

Inselligence is a learning latform. Performance against your sales process reveals opportunities to fine-tune sales practices and remove barriers to increase funnel efficiency.
  • Define the ideal sales process using the unique Inselligence Selling Methodology.
  • Integrate the sales process with CRM to ensure reps follow guidelines for CRM data entry.
  • Ensure CRM data quality by comparing CRM data to actual pipeline flow including time at each stage of the sales process.
  • Use data to coach sales reps and focus efforts on deals that are most likely to close.

Accurate, Real-time Revenue Operations and Reporting

Inselligence is tied, in real time, to your CRM data. As reps update CRM, Inselligence ingests new data and continuously calculates the likelihood to close of all deals, at each stage of the sales process and the pipeline.

This data puts sales leaders in control of sales processes, allows teams to focus on critical deals with the highest likelihood of closing, and to stop wasting time on deals that are unlikely to close or bring revenue.
Accurate real-time data allows revenue operations and sales leaders to see and analyze sales pipeline, forecast against pipeline, sales process and progress, closed deals, and deals lost.

Customizable reports and views allow data to be analyzed by different criteria including reports by product, region, rep, customer type, deal value or composition. Slice deal data by time in pipeline stage or other custom criteria to uncover opportunities for accuracy and sales improvement.