InsightSquared

Predict the Future, Close More Deals with AI Sales Forecasting

InsightSquared is an AI sales forecasting platform that helps businesses improve sales analytics. It provides sales analytics tools that automate sales forecasting, improve CRM analytics, and help teams to make data-driven decisions. The platform is designed for B2B sales analytics, which provides real-time sales pipeline management insights that reduce risk and improve revenue growth.

With InsightSquared’s intuitive interface, businesses can replace manual forecasts with automated, more accurate predictions. The revenue intelligence platform integrates with CRM data, allowing teams to track activities, analyze interactions, and customize sales processes.

How to use InsightSquared?

Using InsightSquared AI sales forecasting platform is simple. Here are steps to get started:

  • Log In: Sign in with your credentials. New users should request access from the admin.

  • Connect Your CRM: Sync InsightSquared with your CRM to automate data updates.

  • Explore Dashboards: Check pre-built reports for sales insights and pipeline tracking.

  • Customize Reports: Adjust dashboards to fit your business needs.

  • Use AI Forecasting: Automate sales predictions for more accuracy.

  • Track Sales Activities: Monitor team performance with activity tracking.

  • Review Insights & Take Action: Analyze reports, adjust strategies, and boost revenue.

Technical Highlights

  • AI-Powered Sales Forecasting: InsightSquared uses advanced machine learning to improve predictive sales analytics and reduce errors from traditional forecasting.

  • Real-time Sales Data Automation: The sales forecasting platform automatically updates CRM data, eliminating manual entry errors and ensuring accurate insights.

  • Advanced Conversation Intelligence: With call recording and analytics, it transcribes sales calls, helping teams analyze negotiations and refine engagement strategies.

  • Interactive Pipeline Management: InsightSquared’s sales pipeline management tools detect risks and opportunities, helping teams make informed decisions before closing deals.

  • Customizable Dashboards for Revenue Analytics: Users can personalize sales dashboards to track real-time performance, forecast accuracy, and revenue trends.
Features
  • AI-Powered Sales Forecasting: InsightSquared automates sales forecasting and combines AI insights with human inputs for more accurate forecasts.

  • Revenue Intelligence & Analytics: The sales forecasting platform offers revenue analytics that provide visibility into sales trends to optimize revenue strategies.

  • Automated Sales Activity Tracking: With sales activity tracking, teams can monitor deals, identify missing stages, and ensure follow-ups.

  • Guided Selling & Sales Coaching: InsightSquared provides guided selling capabilities by offering sales reps data-driven recommendations to improve conversions.

Benefits
  • Enhanced Accuracy in Sales Forecasting: With InsightSquared, AI-powered sales forecasting helps businesses achieve more reliable and data-supported revenue predictions.

  • Improved Sales Team Productivity: Its automation reduces the time spent on manual data entry, allowing sales teams to focus on closing deals.

  • Better Decision-Making with Data-Driven Insights: The platform’s revenue intelligence tools provide key insights for strategy.

  • Increased Revenue & Sales Efficiency: With InsightSquared pipeline forecasting, teams can identify potential risks and improve sales performance. 

  • Stronger Collaboration Across Revenue Operations (RevOps): InsightSquared enhances revenue growth by aligning sales, marketing, and finance teams through data-driven sales strategy.

InsightSquared AI helps businesses improve sales forecasting and revenue insights. With powerful sales analytics tools, automated sales performance management, and seamless CRM data insights, the platform helps teams make smarter sales decisions, increase revenue, and improve forecast accuracy. Whether you're a sales leader, RevOps professional, or part of a growing business, InsightSquared gives you a competitive edge.
Pricing
To obtain a customized quote, please contact the InsightSquared sales team through the website.

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The latest revision of this document was made on 31 March, 2025.