Unlock accurate forecasting, streamline sales processes, and achieve predictable revenue growth.

What is InsightSquared?

InsightSquared is a revenue intelligence platform designed to help B2B sales teams optimize their operations. By integrating data from your CRM and marketing automation tools, InsightSquared provides a unified view of your sales performance. It leverages AI-powered analytics to offer accurate sales forecasting, pipeline management, and actionable insights.

Sales leaders, operations managers, and reps can use InsightSquared to make data-driven decisions. The platform is easy to set up and offers quick time-to-value, making it a valuable tool for mid-market and enterprise companies. With InsightSquared, teams can align their sales, marketing, and customer success efforts around a single source of truth.

The Go-to-Market Challenges InsightSquared Solves

InsightSquared addresses several key challenges that B2B sales organizations face in managing their revenue operations:

1. Inaccurate Sales Forecasting
   • Sales teams often rely on error-prone spreadsheets and gut feelings to forecast revenue.
   • This leads to missed targets and unpredictable revenue growth.
   • InsightSquared provides AI-powered forecasting tools to improve accuracy.
2. Lack of Visibility into Pipeline Health
   • Sales managers struggle to identify risks and opportunities in their pipeline.
   • Stalled deals and pipeline coverage gaps go unnoticed until it's too late.
   • InsightSquared offers interactive pipeline management with deal scoring models.
3. Inefficient Sales Processes
   • Sales reps waste time on unproductive activities and inconsistent processes.
   • Best practices from top performers don't get shared across the team.
   • InsightSquared enables guided selling with virtual assistants to drive winning behaviors.
4. Difficulty Measuring Sales Activity and Performance
   • Tracking sales activity data in CRM is time-consuming and often incomplete.
   • Managers can't easily see what activities drive the best outcomes.
   • InsightSquared automates activity capture and provides actionable analytics.
5. Siloed Data and Misaligned Revenue Teams
   • Sales, marketing, customer success, and finance often work with different data sets.
   • Misalignment makes it hard to optimize the end-to-end revenue process.
   • InsightSquared unifies revenue data in centralized dashboards for the entire team.

In summary, InsightSquared helps B2B companies drive more predictable revenue growth by providing AI-powered insights, improving sales execution, and aligning revenue teams around a single source of truth.

The Benefits of InsightSquared

Gain a Unified View of Your Pipeline

• InsightSquared integrates data from your CRM, marketing automation, and other GTM systems.
• Provides a single pane of glass to view your entire sales funnel and pipeline.
• Enables you to identify trends, patterns, and opportunities across the customer lifecycle.

Improve Sales Forecasting Accuracy

• Uses machine learning to analyze historical sales data and identify key factors that influence deals.
• Provides AI-powered forecasting to predict future sales with greater precision.
• Enables sales leaders to make data-driven decisions and hit their revenue targets consistently.

Optimize Sales Rep Performance

• Provides objective data on rep activity, pipeline coverage, and win rates.
• Identifies top performers and the behaviors that make them successful.
• Enables sales coaching with specific, metrics-driven feedback for each rep.

Align Sales and Marketing Around What's Working

• Connects sales data with marketing campaign and lead source info.
• Shows the campaigns, content, and channels that are most effective in driving pipeline.
• Enables marketing to refine their efforts and sales to prioritize the hottest leads.

Make Confident, Data-Driven Decisions

• Provides interactive dashboards and reports that are easy to understand and share.
• Enables you to drill down into the underlying data to investigate issues.
• Empowers revenue leaders with the insights needed to drive predictable growth.

User Reviews of InsightSquared

G2 Reviews

Overall Rating: 4.4/5
Top 3 Competitors: Salesforce Sales Cloud, Microsoft Dynamics 365 Sales, Pipedrive

Positive Quotes:

1. "HubSpot is easy to use and very user-friendly. It is easy to set up and get going quickly. It integrates well with other apps and software that we use."
2. "The best part of HubSpot is how intuitive it is. The UI is clean and easy to navigate. Setting up automations, lists, and workflows is a breeze."
3. "HubSpot is an amazing all-in-one tool for sales and marketing teams. The ability to have all customer data in one place is extremely valuable."

Concerns:

• Missing Features
• Learning Curve

General Sentiment: Generally positive, with users praising its ease of use and integration capabilities.

Positive Reviews:

• Easy to use
• User-friendly interface
• Quick setup

Negative Reviews:

• Lacks some features
• Steep learning curve

Read more on G2

Reddit Reviews

Overall Sentiment: Generally positive, with users appreciating the platform's AI capabilities and ease of integration.

Read more on Reddit

LinkedIn Activity

Top 5 URLs:

1. Practical AI Tools for SaaS Sales
2. SaaS Ent Sales Pipeline Weekly Management KPIs
3. Measuring Your Team's Sales Performance
4. Importance of Storytelling in SaaS Sales
5. Better Sales Forecasting Tools

Analysis: Sales professionals on LinkedIn are interested in leveraging data analytics, AI/ML tools, KPIs, and forecasting capabilities to drive better performance. Effective storytelling also emerges as a key soft skill.

Visit InsightSquared on LinkedIn

What to Use InsightSquared With

To build the ultimate Go-To-Market Stack in 2024, I recommend integrating InsightSquared with the following popular B2B SaaS tools:

1. Copy.ai - The world's first GTM AI Platform with powerful workflows to streamline content creation, lead generation, sales outreach, and more.
2. Salesforce - The leading CRM platform for managing customer relationships, sales automation, and analytics. Tight integration with InsightSquared for a unified view of revenue data.
3. Marketo - A comprehensive marketing automation platform for lead management, email marketing, and customer engagement. Syncs with InsightSquared for full-funnel analytics.
4. Outreach - A sales engagement platform that enables reps to efficiently prospect, build pipeline, and close deals. Activity data flows into InsightSquared for actionable insights.
5. Drift - A conversational marketing platform that uses AI-powered chatbots to qualify leads and book meetings. Conversation data integrates with InsightSquared for pipeline analysis.
6. ZoomInfo - A leading B2B contact database for sales and marketing teams to identify and engage their ideal buyers. Enriches account data in InsightSquared for better segmentation and targeting.
7. LinkedIn Sales Navigator - A social selling tool that helps reps find, engage, and build relationships with prospects and customers. Integrates account and lead data with InsightSquared.
8. Gong - An AI-based revenue intelligence platform for analyzing customer interactions across phone, email, and web conferencing. Provides conversation insights to InsightSquared.
9. Sendoso - A sending platform that helps sales and marketing teams deliver memorable direct mail and gifts to prospects and customers. Campaign data syncs with InsightSquared to track ROI.
10. ChiliPiper - An inbound conversion platform with advanced lead routing and scheduling capabilities. Integrates with InsightSquared to optimize lead assignment and track meeting outcomes.

By connecting InsightSquared with these best-of-breed tools across sales, marketing, and customer success, B2B revenue teams can build a powerful GTM stack. The seamless flow of data between systems, powered by AI, will provide actionable revenue insights to make smarter decisions.

InsightSquared FAQ

What does InsightSquared do?

InsightSquared is a revenue intelligence platform that provides AI-powered analytics, forecasting, and pipeline management capabilities. It helps B2B sales teams drive predictable growth by integrating data from CRM, marketing automation, and other go-to-market systems.

How easy is it to set up InsightSquared?

Setting up InsightSquared is relatively straightforward and does not require extensive technical expertise. The platform provides pre-built connectors for popular CRM and marketing automation tools, enabling quick data integration. Most customers can go live within a few weeks, depending on the complexity of their data sources and business requirements.

What makes InsightSquared different from other similar tools?

InsightSquared differentiates itself through its advanced AI-powered forecasting capabilities, which provide highly accurate revenue predictions. It also offers interactive pipeline management features with deal scoring and risk assessment. Additionally, the platform includes guided selling capabilities and a virtual assistant to help sales reps focus on the right activities.

Can InsightSquared integrate with other tools and platforms?

Yes, InsightSquared integrates with a wide range of CRM, marketing automation, and other go-to-market tools. It offers native connectors for popular platforms such as Salesforce, HubSpot, and Microsoft Dynamics. The platform also provides an open API for custom integrations with other systems.

What are the pricing plans for InsightSquared? Are there any hidden fees?

InsightSquared offers three main pricing plans: Growth, Pro, and Enterprise. The Growth plan includes basic reporting and analytics features, while the Pro plan adds AI-powered forecasting and pipeline management. The Enterprise plan provides advanced capabilities such as guided selling and custom insights. Pricing is based on the number of users and data volumes. There are no hidden fees, and all plans include customer support and regular product updates.

Is there a free trial available, and what features are included?

Yes, InsightSquared offers a 14-day free trial for potential customers to evaluate the platform. The trial includes access to all core features, such as reporting, forecasting, and pipeline management. There is no need to provide credit card information upfront, and users can easily sign up for the trial on the InsightSquared website.

Does InsightSquared offer customer support?

Yes, InsightSquared provides customer support to all its users. The standard support includes email and chat assistance during regular business hours. Pro and Enterprise plan customers also have access to phone support and a dedicated success manager. Additionally, InsightSquared offers a comprehensive knowledge base, online training resources, and a community forum where users can get help from peers and experts.

Who is InsightSquared ideally suited for?

InsightSquared is best suited for B2B sales teams in mid-market and enterprise companies that want to improve their forecasting accuracy, pipeline visibility, and sales performance. It is particularly valuable for companies with complex sales cycles that involve multiple stakeholders and long decision-making processes. The platform is also well-suited for organizations that want to align their sales, marketing, and customer success teams around a single source of truth for revenue data. Typical customers include SaaS, technology, financial services, and professional services companies.