Solutions
Project performance with greater accuracy
See your sales opportunities more clearly
Align your sales opportunities with your goals
Teams
View reliable sales reports with relevant data
Identify challenges and empower your team
Spot the best deals and close with confidence
Integrations
Simplify custom and cross-object reporting
Generate critical reports with real-time data
Pull practical insights from relevant sales data
Clarify sales data and ensure smooth workflows
Integrations
Seamless Integration.
Instant Insight.
Your CRM holds all the data you need to build or synchronize an effective sales process. Unfortunately, even the best CRMs make it difficult and time-consuming to find and analyze the sales data that drives your process. Inselligence seamlessly integrates with any CRM, giving you real-time access and immediate insights into your strengths, challenges, and solutions.
HubSpot
View your sales data in a single dashboard that simplifies custom and cross-object reporting.
Salesforce
Pull real-time sales data and run essential reports without apex coding or business analysts.
Dynamics 365
Navigate oceans of sales data with confidence thanks to actionable insights and clear direction.
Creatio
See your sales data more clearly, ensure smooth workflows, and empower your sales team.
Inselligence is also
compatible with
Pipedrive
Gain clear insights from your data, eliminate bottlenecks, and equip your sales team for success.
Gain clear insights from your data, eliminate bottlenecks, and equip your sales team for success.
Copper
Track sales with incredible clarity, optimize your process, and help your sales team close more deals.
Track sales with incredible clarity, optimize your process, and help your sales team close more deals.
Zoho
Unify your Zoho data for crystal-clear visibility, streamline workflows, and supercharge your sales team.
Unify your Zoho data for crystal-clear visibility, streamline workflows, and supercharge your sales team.
Inselligence Benefits
Promote CRM Adoption
The Inselligence user interface is designed for simple daily use, seamlessly pulling data from your CRM and leading you from KPIs to specific deals in just two clicks.
Gain Process-Focused Insight
Few CRMs come configured for your unique needs. We use our rich understanding of the sales process to deliver the data and action steps most relevant to your sales process.
Power the Sales Cycle
No need to purchase additional software for marketing or lead generation. Inselligence gives you the data to run everything from lead generation to opportunity management.
Enjoy Richer Reporting
Because it's designed by sales process experts, Inselligence delivers real-time data that brings actionable insight to each step of the process.
Eliminate Bottlenecks
Rather than treating the symptoms of the problem (e.g., getting more leads, making more calls, etc.), analyze real-time data and make strategic adjustments to your sales process.
Focus Your Efforts
Don’t waste time treating every lead the same. Inselligence shows you which deals are the most promising so you get the best return on your time and activity.
Case Study
Commercial real estate use case
Inselligence uncovered sales process inefficiencies and helped the developer redesign its sales process in a way that would make better sense for the buyer. Our methodology was able to quickly build a detailed funnel with multiple granular phases and gates.