Case Study

Transforming Sales Performance for Key Logistics

INS-2024-Case Study Images-2048x853-Case Study #2

The Challenge

Key Logistics faced a crucial issue in their operations: It was difficult to accurately calculate Key Performance Indicators (KPIs) and revenue forecasts from their sales pipeline. Without a comprehensive view of their pipeline, they experienced unfocused sales activities and a decline in new sales, which muddled their KPI metrics even further. The company needed a sophisticated software solution that could clarify year-end projections and identify high-potential opportunities based on real-world business variables.

The complexity of our sales pipeline was making it increasingly difficult to forecast revenue and prioritize high-value tasks. We needed a platform that not only would drive CRM usage but could show us what our pipeline was going to deliver through the end of year and what opportunities to focus on.

 – Valentina Gutierrez, VP Operations

The Solution

Inselligence addressed this challenge by implementing a diagnostic approach to Key Logistics’ sales process management. Powered by cutting-edge analytics and insights, the Inselligence platform integrated seamlessly with the company’s existing Customer Relationship Management (CRM) system.

The system allowed all team members to log in, view, and take immediate action on recommended sales activities, thereby increasing their close rates. By giving managers the ability to review the same data their sales reps were examining, Inselligence ensured that the entire team was aligned and focused on revenue-generating tasks.

Moreover, the Inselligence interface provided an environment for management to swiftly analyze bottlenecks in the sales process and proactively implement solutions.

“Inselligence has taken our company to the next level. Information is intelligently organized and easily accessible by all employees. Our sales process is now a collaborative effort, and our sales members see the value of inputting their deal data. I recommend Inselligence to anyone who wants to improve their company’s revenue.“

– Valentina Gutierrez, VP Operations

The Results

The results have been nothing short of remarkable. In the first four months, account executives increased their CRM usage by 110%, generating more accurate data that informed key business decisions.

With a clearer understanding of their pipeline and bottlenecks, Key Logistics revamped their sales process, which led to more accurate sales goals for each account executive and clearly defined deal loads at each step of the sales process to ensure revenue targets were attained.

Additionally, Key Logistics was able to improve the accuracy of their CRM deal data, including the close date and deal amount, by over 90%. This enhancement enabled company leadership to adjust revenue targets upward for the year.

For more information on how Inselligence can drive similar results for your organization, contact us today.

Email: sales@inselligence.io

Call: (786) 791-8310

Want to learn more? Keep reading.

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Inselligence + ASPR AI: Turning Revenue Insight Into Action

If your revenue team has ever said, “We know something is wrong—we just don’t have time to investigate and fix it,” this partnership is for you. ASPR AI, the AI Sales Assistant built on a multi-agent framework, has partnered with Inselligence, the RevOps Navigation Platform. Together, we’re connecting insight to execution creating the first unified system where your team not only knows the next best move but has the AI-powered assistance to efficiently make it happen, ensuring nothing falls through the cracks.  Why This Partnership Matters Modern revenue teams are juggling more tools, data, and dashboards than ever before. And while AI has promised to “fix” sales, most tools just add another layer of noise. That’s where Inselligence and ASPR AI align. Together, Inselligence and ASPR AI bring clarity and execution to every stage of the customer journey by turning insights into intelligent action as an always-on extension of your sales and revenue teams. Who We Built This For This partnership is designed for the people who make growth happen: Whether you’re scaling from $1M to $50M or optimizing at $100M+, this unified approach removes the friction between knowing what to do and actually doing it. How the Technology Works Together Think of Inselligence as the map and ASPR AI as the driver. The result?Your entire revenue engine operates like a single, intelligent system of action, one that combines process clarity with performance automation. Teams can expect faster sales cycles, improved conversions, as well as higher efficiency & productivity. The Unified Value: From RevOps to Real Revenue Here’s what customers can expect from the Inselligence + ASPR AI partnership: End-to-End RevOps Automation – See where revenue stalls and automatically trigger workflows, coaching, and content to fix it.Faster Sales Cycles – Reduce time spent on prep, notes, CRM updates and follow-ups so reps can stay in momentum.Cleaner, Smarter Data – Gain pristine CRM hygiene without nagging reps for updates.Personalized Coaching – Context-aware coaching and training tied directly to live deals and not generic training modules.Simplified Stack – Replace five or more point tools with one connected, outcome-driven system. It’s not just automation for automation’s sake, it’s precision guidance paired with AI assisted execution that enhances and enables reps to move revenue, reduce waste, and scale performance. The Future of Unified Go-to-Market Modern go-to-market teams no longer operate in silos. Marketing, sales, enablement, and RevOps all need shared visibility and shared action. Inselligence was built to navigate that complexity.  ASPR AI was built to level up every rep. Together, we’re giving growth-stage companies a complete RevOps solution, from strategy and process to execution and improvement, so teams can run smarter, sell faster, and scale predictably. Get Started If you’re ready to see how this technology works inside your own CRM, schedule a 15-right fit meeting to see if you’re eligible for our 30-Day free trial. 

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Sneak Peek: What Inselligence is Bringing to the INBOUND25 Stage

We’re fired up to hit the stage at #INBOUND25. Our session is all about fixing the biggest problem in revenue leadership: why forecasts fail, and how to design predictable revenue instead of hoping for it. Here’s a taste of what we’ll cover:1. A process-first playbook for building a revenue engine you can actually trust2. Real-world lessons from leaders who’ve scaled teams at AWS, Elion Partners, Wilson, and more3. Why dashboards alone are just “maps” — and what it takes to build a real cockpit view of your pipeline Our session filled up quickly (no surprise, this problem touches every sales, marketing, and RevOps leader we talk to). But if you didn’t reserve a seat — you can still meet with us to get the playbook. Here’s how: Instead of fighting for standing room, book time with us before INBOUND or in person at the Inselligence booth. We’ll walk you through the same framework, show you a live cockpit view of your pipeline, and give you a customized RevOps Readiness Snapshot to take back to your team. ➡️ Book your time here → Meet with Inselligence We’re thrilled to share this on stage — but even more excited to sit down 1:1 and talk about your revenue engine. If you’re serious about predictability, don’t wait. Slots are limited.

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Inselligence x Pearagon: Turning HubSpot into a Revenue Machine

We’re excited to announce a new partnership that brings together deep CRM expertise and real-time revenue intelligence: Inselligence is now officially partnered with Pearagon, a HubSpot Diamond Partner. At Inselligence, we’re on a mission to help sales and RevOps teams stop flying blind and start navigating revenue with clarity. But even the best navigation system can only take you so far if the engine isn’t built right. That’s where Pearagon comes in. Why This Partnership Matters Pearagon has helped hundreds of scaling companies turn chaotic CRMs into clean, customized, high-performing HubSpot systems. They don’t just “implement”—they engineer HubSpot to fit your business. When you pair that foundation with Inselligence’s RevOps Navigation Platform™, you get something powerful: → A system that not only tracks what’s happening→ But tells you what to do about it Now, HubSpot users can go from reactive to proactive—with pipeline clarity, real-time coaching, and smart forecasting that actually adjusts as things change. More Than Dashboards—This Is a GTM Brain Upgrade Most teams use HubSpot for reporting.Smart teams use it to make better decisions.This partnership makes that possible. From day one, users get: “We’ve seen too many teams buy tools they never fully use. This partnership changes that. Together with Pearagon, we’re making sure your HubSpot investment actually pays off.”— Josh Rodriguez — Chief Revenue Officer, Inselligence Built for Sales Leaders, RevOps, and the No-Time-for-BS Crowd This isn’t about adding more software to your stack. It’s about making the one you already have actually work—for your reps, your managers, and your boardroom. With Pearagon + Inselligence, you’ll be able to: Stop Guessing. Start Navigating. Ready to turn your HubSpot into a true RevOps engine?Let’s make it happen. 👉 Learn more about Pearagon👉 See how Inselligence guides your RevOps Strategy

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