InsightSquared

Sales leaders who want a forecast they can trust and a clear view of why deals slip are the buyers InsightSquared is aimed at. The company describes its product as a revenue analytics platform built around the sales forecast. It needs no code, can be used without an analyst, and arrives with more than 350 ready-made reports.

Forecasts that machine learning checks

InsightSquared automates forecast submission across a team and then balances what people enter against machine learning, so a manager can see where a number is at risk and where extra upside might be captured. Confidence-to-close and ideal customer profile models extend the view to the whole customer journey, past one-to-one reviews and funnel progression. The aim, as the vendor puts it, is to know the number and what it takes to reach it.

Dashboards for go-to-market meetings

RevOps dashboards provide automatically updated views for sales management meetings, so that sales, marketing and customer success work from one shared picture. The company says this shortens the distance between data and decisions for every leader involved in generating revenue.

Activity data written back to the CRM

Activity capture syncs the team's activity and engagement with deals and writes it back to the CRM. The vendor argues activity is the strongest indicator of sales outcomes, and the tool shows what steps were completed or missed and how prospects responded.

The wider platform

Beyond forecasting, the platform menu adds interactive reporting, conversation intelligence, guided selling and what the vendor calls advanced sales math. Conversation intelligence works on recorded customer calls, while guided selling points sellers toward the next step on a deal. Packages are described for sales, marketing, customer success and staffing teams, so the same data can serve a recruiter tracking placements as well as a software sales team.

Where the vendor is heading

The current site announces Revenue360, which it describes as joining sales enablement, buyer engagement, revenue intelligence and value selling. The pitch is that spreadsheets and patchy CRM data give way to one source for pipeline, forecast and coaching decisions, with leaders able to adapt strategy well before a quarter is lost.