InsightSquared
UnclaimedTransform sales data into predictable revenue with AI-powered forecasting and revenue intelligence.
Visit WebsiteReviews onTrustRadius
47 reviews trackedThe Bottom Line
Entry price
Paid plans only
Biggest pro
Eliminates error-filled spreadsheets and spotty CRM data for forecasting.
Biggest con
Requires integration with existing CRM systems.
TL;DR - InsightSquared
- Automates AI-powered sales forecasting and pipeline management.
- Provides comprehensive revenue analytics and RevOps dashboards.
- Captures sales activity and analyzes conversations for coaching and insights.
Pricing: Paid only
Best for: Enterprises & pros
3.9/5 across review platforms
What is InsightSquared?
InsightSquared provides a comprehensive Revenue Intelligence platform designed to help sales teams and business leaders achieve predictable revenue growth. It moves beyond traditional spreadsheets and CRM data by automating sales forecasting, offering interactive pipeline management, and delivering intelligent RevOps dashboards. The platform integrates machine learning to validate forecasts, identify risks and opportunities, and provide actionable insights across the entire B2B customer journey.
This solution is ideal for sales managers, revenue operations teams, and business leaders who need to align their go-to-market strategies and maximize results. It streamlines activity capture, analyzes sales conversations, and offers guided selling capabilities to improve sales coaching and rep performance. By providing a unified view of sales data and leveraging AI, InsightSquared empowers organizations to make data-driven decisions, optimize sales processes, and consistently exceed revenue goals.
Available on: Web
Pros & Cons
Pros
- Eliminates error-filled spreadsheets and spotty CRM data for forecasting.
- Provides a unified view for go-to-market teams to align strategies.
- Identifies forecast risks and opportunities proactively using machine learning.
- Automates the syncing of deal activity and engagement levels to CRM.
- Offers deep insights into sales conversations for coaching and strategic planning.
Cons
- Requires integration with existing CRM systems.
- The platform's full benefits are realized with comprehensive data input.
- Specific pricing details are not publicly available.
Ratings Across the Web
3.9(47 reviews)
Ratings aggregated from independent review platforms. Learn more
Preview
Key Features
AI Sales ForecastingRevenue Analytics & DashboardsInteractive Pipeline ManagementAutomated Activity CaptureConversation Intelligence and Call RecordingGuided Selling and Sales Coaching350+ Out-of-the-Box ReportsMachine Learning Confidence-to-Close Models
Pricing
Paid
InsightSquared offers paid plans. Visit their website for current pricing details.
Reviews
3.9/5
Across 47 verified user reviews on TrustRadius
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InsightSquared FAQ
How does InsightSquared's AI Sales Forecasting differ from standard CRM forecasting tools?
InsightSquared's AI Sales Forecasting goes beyond basic CRM data by balancing human inputs with machine learning to validate forecasts and investments. It automates submission, minimizes risk, and identifies upside potential, providing a more accurate and predictive view than traditional CRM-based methods.
Can InsightSquared integrate with my existing Salesforce instance to capture activity and conversation data?
Yes, InsightSquared is designed to integrate with Salesforce, as indicated by its mention of Salesforce trademarks and its ability to automate, connect, and write full team activities back to your CRM. It also integrates with LinkedIn Sales Solutions and HubSpot, among others.
What specific insights can I gain from the Conversation Intelligence feature beyond just call recording and transcription?
Beyond recording and transcribing calls, Conversation Intelligence captures keywords, trends, and talk time. This data is then combined with full-lifecycle activity capture and robust machine learning to enrich forecasts, reporting, product roadmaps, marketing campaigns, and competitive positioning, providing a deeper understanding of sales effectiveness.
How does the Guided Selling feature customize coaching for different sales roles or opportunity types?
Guided Selling allows for customization by person, role, opportunity type, or any field. It provides in-the-moment guidance based on best practices and key steps in your sales process, leveraging machine learning to scale top performer insights and ensure accountability.
What kind of out-of-the-box reports are available, and can they be customized for specific business needs?
InsightSquared offers over 350 out-of-the-box reports. While the specific customization capabilities are not detailed, the platform emphasizes self-service and interactive reporting, suggesting flexibility to adapt to various business intelligence requirements.
How does InsightSquared help identify 'Ideal Customer Profile' and 'Confidence-to-Close' using machine learning?
InsightSquared utilizes Machine Learning Confidence-to-Close and Ideal Customer Profile models to assess the entire customer journey. This helps teams understand key activities, processes, behavior, and likely results, enabling them to detect changes, exceptions, and risks, and adapt strategies effectively.
Source: insightsquared.com