Solutions
Project performance with greater accuracy
See your sales opportunities more clearly
Align your sales opportunities with your goals
Sync your CRM with your sales process.
Teams
View reliable sales reports with relevant data
Identify challenges and empower your team
Spot the best deals and close with confidence
Improve lead quality. Increase campaign ROI.
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
Let’s level up your sales game! Grab a spot on Juan's calendar.
Sales Optimization
Simplified
As process experts, we understand the value of simplicity. We eliminate complexity from your sales process and show where you are strong and where areas need improvement.
Do any of these sound familiar?
01 Unclear revenue attribution & sales data
02 Misaligned sales & marketing incentives
03 Unrealistic sales forecasts
04 Sales pipeline bottlenecks
Our Process
Identify
Brief call to discuss your business, current sales processes, challenges and goals.
Diagnosis
If we both determine we are a right fit for one another, we will take a deep dive into your sales processes and data.
Implement
Most clients can expect precise actionable plans for improvement within days.
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.