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
Software that drives performance
Sales, Revenue & Marketing Intelligence
Software
Inselligence is the Patent-Pending Sales, Revenue, and Marketing Intelligence Software that uses your CRM data to instantly identify end-to-end gaps in your sales process. It identifies where bottlenecks are happening allowing further investigation as to why. Whether there are issues with lead generation, lead qualification, follow-up, proposal development, closing deals, or something else entirely — Inselligence solves for all things related to your sales process.
SALES FORECASTING
Expect More From Your Forecasts
If your business or team struggles to make informed decisions, plan production, properly staff, or allocate resources — you likely have a sales forecasting problem. Without accurate sales forecasting, your business operates in the dark, resulting in possible financial insecurity, budget waste, and inaccurate resource allocation.
With Inselligence, our Patent-Pending technology uses your CRM data to set realistic sales forecasts while identifying potential areas of concern throughout your sales process. Our technology provides accurate sales forecasts so you can anticipate future demand and open your business to more opportunities.
ATTRIBUTION
Connect Sales & Marketing
Attribution is crucial for understanding which marketing campaigns drive the most revenue. By connecting the gap between sales and marketing, Inselligence reveals which campaigns contribute to sales success. This insight allows your marketing team to allocate budgets and resources more effectively, reducing waste and ensuring a more efficient use of resources to maximize return on investment.
SALES PROCESS
Strengthen Your Sales Process
Leads are expensive! If you think leads are slipping through the cracks or are concerned they are not being nurtured effectively, this is a sales process problem. Every member of your sales team and stakeholders should know the steps a prospect takes from the moment they show interest in your product or service until they become a paying customer.
As sales process experts, Inselligence shows how long each deal stays in each stage. If deals are not consistently moving through various stages, your sales process may be out of sync with your business, sales team, or CRM.
DEAL VELOCITY ANALYSIS
Optimize Sales
Do you know your sales team's deal velocity? Knowing how quickly sales move through the pipeline is essential in understanding how quickly your business makes money. Knowing deal velocity helps streamline operations and indicates if your company is keeping up with the market.
Inselligence gives you insights into deal velocity, directly showing your sales team's efficiency, identifying bottlenecks, optimizing sales processes, and making data-driven decisions, resulting in faster revenue generation and enhanced sales efficiency.
Pipeline management
Manage Your Pipeline with Precision
Your business may miss crucial opportunities if your pipeline isn’t managed correctly. Sales pipeline management is essential because each stage in your pipeline reflects the progression of a prospect from a lead to a customer. Inselligence puts pipeline management on autopilot. Clearly see your bottlenecks and weak points in your sales process and better understand why some deals fail while others succeed.
Our intuitive dashboards show how many leads are in each stage of the decision-making process and in-depth analysis of each opportunity. Dig deeper into specific deals, see potential revenue, and the close probability. Thorough pipeline management serves as a launchpad to optimize sales strategies to improve sales team performance, reduce missed opportunities, and drive growth and profitability.
Lead Management
Identify, Qualify & Nurture with Ease
In the fast-paced sales world, managing and tracking leads is crucial for success. Even the most seasoned sales reps can misstep lead management, and new reps just don't have the experience to maximize their time throughout the workday. With Inselligence, there's no guessing — automate lead management and organize, track, and nurture potential customers more effectively.
Prioritize high-quality prospects, reduce the time spent on unqualified ones, and ensure timely follow-ups, leading to better conversion rates, improved customer relationships, and a more streamlined sales process. For teams with limited resources wearing multiple hats, Inselligence tech automates lead management, allowing sales leaders and teams to spend more time selling rather than on administrative tasks.
DATA HYGINE & INTEGRITY
Gain Insight From Accurate Data
Leaders of high-growth organizations know continuous sustainable growth depends on revenue, revenue depends on sales, sales depends on reports, and reports rely on accurate data. Our Patent-Pending Sales Intelligence Software uses signals to pick up on inaccurate or inconsistent data. Be proactive, and don’t be a victim of garbage in and garbage out.
If data hygiene and integrity are something your company struggles with, our hands-on managed services team can work with you to clean up your data and put processes in place to prevent future issues. Learn More.
SEAMLESS Implementation
Get Started in Minutes
We get it! Software implementation can be a costly and burdensome process, which was top of mind when developing Inselligence. That’s why we make the implementation process seamless. It only takes minutes to integrate Inselligence with your CRM, allowing you to instantly get actionable insights into your sales pipeline and financial health from a fresh perspective. No more spending countless hours in Excel or Power BI!
Automated Reporting & Advanced Analytics
Expect more from your forecasts
On average, sales and marketing teams spend 3-10 hours per week creating and updating reports. Inselligence creates dynamic reports in real-time as new leads enter and exit sales stages, completely automating burdensome reporting. Give your team the power of tech to automate reporting so they can spend more time generating leads and selling.
What You Get with Insellignece
Unified View
See your entire sales process in one place, with all the data you need to make informed decisions.
Actionable Insights
Transform data into clear, actionable steps for your sales team to take.
Customization
Review data that matches your sales process and answers your specific questions.
Focus on What Matters
Spend less time wrestling with data and more time closing deals.
We start with your end goal in mind. Let's say your forecast projects $10M in sales for the year. Does that factor in market shifts or industry changes? What if you want to hit $15M? Do you know the action steps required to hit that number? Inselligence makes them clear.
Inselligence customers say it best.
Our CRM gave us data, but Inselligence gave us insights. After implementing Inselligence, our sales forecasts are dramatically more accurate than what we were pulling from the CRM. This newfound precision allows us to allocate resources more effectively and set realistic expectations with leadership.
Inselligence's process-focused features have been a game-changer for our sales forecasting. By automating data analysis and highlighting key trends, we can predict deal closure more accurately and optimize our resource allocation.
Case Study
Escala 24×7 Leverages Inselligence to Optimize Sales Performance
Escala 24x7 faced a similar challenge to most companies where the excessive creation of reports had led to a cluttered and disorganized CRM system. This overemphasis on reporting had hindered the team's ability to understand critical metrics like velocity and deal load, making it difficult to assess overall performance and identify areas for improvement. Additionally, the lack of a clear understanding of ROAS (Return on Advertising Spend) prevented the team from optimizing marketing efforts and maximizing ROI.