Case Study

Coastal Holding Improves Sales Efficiency with Inselligence

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The Problem

Coastal Holding faced challenges managing their sales pipeline in HubSpot after expanding into new territories. They lacked clear visibility into performance across divisions, geographies, and individual producers. Their pipeline was cluttered with stagnant deals, making forecasting unreliable and hindering sales team focus.

  • Limited Visibility: They couldn’t track performance
    across divisions, geographies, or individual producers.
  • Cluttered Pipeline: Stale deals clogged the pipeline,
    obscuring valuable insights.
  • Unreliable Forecasting: Forecasting relied on manual
    calculations from an unclear pipeline, leading to
    inaccurate predictions.
  • Inefficient Sales Process: Lack of clear focus on
    pipeline health resulted in wasted time and resources.
  • Low CRM Usage: Sales reps weren’t effectively utilizing
    the CRM, hindering data accuracy

The Solution

Coastal Holding had past experiences with unreliable tech solutions, making them hesitant to adopt another platform. However, Inselligence offered a unique solution:

  • Actionable Insights: Actionable Insights: Inselligence
    provided clear insights from their data, empowering the
    sales team to focus on the right opportunities.
  • Improved Pipeline Management: By segmenting their
    single HubSpot pipeline into multiple pipelines within
    Inselligence, they gained a clearer view of performance.
  • Goal Setting and Coaching: Inselligence enabled
    assigning sales goals and tracking pipeline health,
    allowing for targeted coaching of sales reps.

The Results

With Inselligence, Coastal Holding achieved significant improvements:

  • Increase in CRM Usage: Sales reps actively engaged
    with the CRM, leading to more accurate data.
  • Clearer Pipeline Visibility: A well-organized
    pipeline revealed bottlenecks and allowed for
    process improvements.
  • Accurate Sales Forecasting: Inselligence’s data-driven
    insights led to more reliable forecasting.
  • Streamlined Sales Process: A focused approach
    ensured reps addressed the most critical opportunities.

“Prior to Inselligence, managing our sales pipeline across multiple territories was a nightmare. We lacked visibility, and forecasting was a guessing game. Inselligence transformed our approach. By segmenting our pipeline and providing actionable insights, they empowered our sales reps to focus on the right opportunities. This resulted in a dramatic 110% increase in CRM usage, a clear view of our pipeline health, and ultimately, a significant boost in sales efficiency.”

— Nishad Azeem, CEO, Coastal Qatar

Want to learn more? Keep reading.

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What the Heck Is a Go-to-Market Strategy? (And Why Yours Might Be Holding You Back)

Hey there—if you’re running sales for a B2B team, you’ve probably heard the term “go-to-market” thrown around in meetings like it’s the secret sauce to hitting your numbers. But let’s be real: a lot of folks nod along without fully getting what it means. Or worse, they think it’s just another buzzword for “sell more stuff.” I’m here to cut through the noise. At Inselligence, we’ve been in the trenches building and fixing GTM engines for teams just like yours. We’ve seen what happens when it’s done right (predictable revenue, happy teams) and when it’s a mess (missed forecasts, endless finger-pointing). So, let’s break it down plain and simple: what go-to-market really means, why it matters, and how to spot if yours needs a tune-up. Go-to-Market: The No-BS Definition At its core, a go-to-market (GTM) strategy is your roadmap for getting your product or service into the hands of customers who actually want it—and making sure they buy it. It’s not just marketing fluff or sales tactics in isolation. It’s the full plan that aligns your entire revenue team around one goal: turning leads into cash, efficiently and repeatably. Think of it like this: Imagine you’re navigating a road trip. Your product is the car, but GTM is the GPS that picks the route, avoids traffic jams, and gets you to the destination faster. Without it, you’re guessing turns, wasting gas, and probably ending up lost. In B2B terms, GTM covers everything from who you’re targeting to how you’re pricing, promoting, and selling. It’s the bridge between what you build and what actually drives revenue. The Key Pieces of a Solid GTM Strategy No two GTM plans are identical—they depend on your business stage, market, and goals. But here’s the framework we use at Inselligence to help teams build ones that work: Target Audience (Who You’re Chasing): This isn’t “everyone with a pulse.” Get specific. Who are your ideal customers? What pains keep them up at night? For example, if you’re selling to mid-market SaaS companies, zero in on CROs frustrated with pipeline leaks, not just any exec. Value Proposition (Why They Care): What’s the “aha” moment? Boil it down to how you solve their biggest headache better than anyone else. Skip the jargon—say something like, “We turn CRM chaos into a clear path to hitting your quota every quarter.” Channels and Tactics (How You Reach Them): Where do your buyers hang out? LinkedIn ads? Email sequences? Partner referrals? And how do sales and marketing play together? A good GTM syncs inbound leads with outbound hustle, so you’re not wasting effort on dead ends. Pricing and Packaging (What It Costs): Make it simple and tied to value. Tiered plans? Freemium to hook them? We’ve seen teams double close rates just by tweaking this to match buyer budgets and needs. Metrics and Iteration (How You Know It’s Working): Track what matters—win rates, sales cycle length, CAC payback. Then adjust. GTM isn’t set-it-and-forget-it; it’s a living thing that evolves with your data. We call this “RevOps Navigation” because it’s not about static dashboards—it’s about steering your team toward real growth. Why GTM Matters (Especially If You’re Missing Targets) Look, if your sales feel like a guessing game, your GTM is probably the culprit. We’ve worked with founders who were drowning in spreadsheets and VPs whose CRMs were a cluttered nightmare. Without a tight GTM, you end up with: – Misaligned teams: Marketing generates leads that sales ignores. – Wasted spend: Throwing money at campaigns that don’t convert to revenue. – Unpredictable growth: Hitting quota one quarter, bombing the next, with no clue why. On the flip side, a dialed-in GTM gives you control. It spots bottlenecks early—like a stage in your pipeline where deals stall—and shows you exactly what to fix. Teams we help often see faster pivots, better alignment, and yes, consistent revenue. Take one of our clients: A growth-stage B2B firm was stuck at flat revenue despite killer marketing. We rebuilt their GTM, focusing on full-funnel clarity and actionable forecasts. Result? They hit their number three quarters straight, with marketing finally proving ROI. Is Your GTM Broken? Quick Gut Check – Do you know exactly why deals are slipping? – Is your forecast more hope than science? – Are sales and marketing on the same page, or playing blame games? If any of that rings true, it’s time to challenge the status quo. Traditional approaches—like endless dashboards or gut-feel decisions—aren’t cutting it anymore. Ready to Build a GTM That Actually Works? You don’t need a PhD in analytics or months of consulting to get this right. At Inselligence, our platform plugs into your CRM and shows you what’s working, what’s not, and what to do next—across every stage. Pair it with our hands-on growth advisory services, and we’ll help rebuild your GTM engine from the ground up. Want to chat? Book a quick call with us. We’ll diagnose your setup and point the way forward. No fluff, just results. Let’s make your revenue predictable, get started today!

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What is RevOps? A Guide for Small and Mid-Sized Business Owners Ready to Grow with Clarity

If you’re running a growing business, you’re likely juggling sales, marketing, customer service, and operations—all while trying to scale revenue. You’ve probably heard the term RevOps (Revenue Operations). But what is it really, and how does it apply to businesses like yours? Here’s the truth: RevOps isn’t a buzzword. It’s the missing system most SMBs need to scale. What is RevOps? RevOps aligns your sales, marketing, and customer success teams under one unified strategy to drive predictable, repeatable growth. It eliminates silos, streamlines your tech stack, and turns data into action. But here’s the problem: traditional CRMs and static reporting tools can only tell you what happened—not what to do next. That’s where Inselligence comes in. Inselligence is the RevOps Navigation Platform™ built to help growth-minded SMBs get clarity, take action, and scale revenue. It connects to your CRM, reveals what’s working, what’s broken, and what to do next at every stage of your pipeline. And if what’s broken isn’t just visibility—but structure—we also offer Growth Advisory Services to help you build a scalable go-to-market engine from the ground up. Why RevOps Matters for SMBs (And Why It Often Fails Without a Map) Most SMBs have decent tools. But those tools don’t talk. Teams work hard, but they’re misaligned. Forecasts change weekly. Leaders fly blind. RevOps is the fix—but only if it’s done right. Here’s how Inselligence makes that possible: 1. Clarity That Cuts Through Chaos RevOps aligns your teams around one mission—revenue growth—and gives you a clear picture of every stage of your funnel. No more guessing. No more finger-pointing. 2. Smarter Tech, Not More Tech You don’t need more tools. You need the ones you already have—to actually work together. Our platform sits on top of your CRM and shows you what to fix, fast. 3. A Better Customer Journey When sales, marketing, and support are aligned, your buyers notice. RevOps ensures your handoffs are smooth, your messaging is consistent, and your customers stick around. 4. Predictable Growth, Backed by Data RevOps is about more than reporting. It’s about real-time visibility and knowing what action to take to hit your number. Inselligence gives you that roadmap—with no analyst required. How to Get Started (Without Building an Entire RevOps Department) You don’t need a huge team or budget. You just need the right guidance—and the right tools. That’s exactly what Inselligence delivers. Step 1: Connect the Dots Our platform plugs into your existing CRM and surfaces where your revenue engine is leaking—so you can patch it fast. Step 2: Fix What’s Broken Whether it’s lead flow, forecasting, or pipeline structure—we show you what to fix and how. Need more help? Our Growth Advisors will build the entire process for you. Step 3: Make Growth Repeatable Once the engine is running, our dynamic reporting keeps you on track every quarter—so you can stop reacting and start steering. Bottom Line RevOps isn’t just for big companies. It’s how smart SMBs scale—efficiently and predictably. With Inselligence, you get the software to navigate revenue growth and the team to help you build the engine. No fluff. No spreadsheets. Just a clear path to hitting your number. Want to stop flying blind and start scaling with confidence?Let’s build your revenue roadmap—together. Book a demo or talk to a Growth Advisor today.

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Why a One-Size-Fits-All Sales Strategy Fails—And How Inselligence Tailors Insights to Your Pipeline

In today’s competitive sales environment, relying on gut instinct or generalized playbooks just doesn’t cut it. Sales teams are often told to “add more pipeline” to hit their numbers—as if deal load or volume alone can solve the problem. But more deals do not help if you don’t know where in your sales process things are slowing down or falling apart. That’s where Inselligence changes the game. Unlike traditional revenue intelligence tools that focus on outcomes, Inselligence dives deep into your unique sales process, surfacing exactly where and why deals are stalling—in real time. We create a navigational path to sustainable revenue. Stop Guessing. Start Diagnosing. Most platforms stop at showing you win rates or forecast coverage. Inselligence goes further, using your CRM data to perform a full diagnostic on your pipeline. Inselligence uses the “anatomy of a won deal” foundational model in combination with patent-pending algorithms to benchmark your current performance against what actually works in your own sales history. It’s not about best practices in theory—it’s about the ones that have already worked for your team. And the best part? You don’t need to wait for implementation or dashboards to be built. Inselligence can analyze your CRM data in 30 seconds during a live demo. That means actionable insight before the conversation even ends. Insights That Are Built Around You Inselligence’s biggest differentiator is that it doesn’t just analyze revenue outcomes—it analyzes the path to revenue. It helps you understand: Using any property or object in your CRM, Inselligence can segment your pipeline however you need—by rep, region, industry, deal size, or even custom fields. This kind of granular, customizable view reveals the true levers behind your growth, instead of relying on static, one-size-fits-all metrics. Real Results from Real Data For example, a commercial real estate developer in Chicago used Inselligence to audit and reshape its sales process. The result? Over $55 million in new revenue and 100% occupancy in just eight months. The insight didn’t come from more data—it came from the right data, structured around their process. The Future of Sales is Personalized Generic sales strategies lead to generic results. If you want your sales team to outperform, you need to understand what’s actually happening in your pipeline—not what should be happening. Inselligence offers a smarter way forward: one that’s fast, data-backed, and entirely personalized to your workflow. Try Inselligence for free and see for yourself—your CRM has the answers. Inselligence just helps you ask the right questions.

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