InsightSquared

How to Identify Dead Deals in Your Pipeline

InsightSquared

You’ve set big goals for your team. You’ve even upped the quota. Everyone is onboard but can you really make it happen? Where to start? Step one: stop wasting time on dead and dying deals. .

How to Improve HubSpot Sales Forecasting…Quickly

InsightSquared

Ready to improve your HubSpot Forecast accuracy? . Do you have confidence in your sales forecast? Are you prepared to make critical business decisions such as new headcount, market expansion or product development? .

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InsightSquared + Revenue Collective

InsightSquared

InsightSquared + Revenue Collective: Elevating the partnership between CROs, RevOps and the entire GTM team. Big news for revenue leaders!

2020: A Look Back in Revenue Intelligence

InsightSquared

Let’s face it, 2020 has been…err…complicated. Before we turn the page and welcome in the much anticipated new year, we’re taking a look back at all that was accomplished.

"I Love Filling Out 12-Page Applications and Waiting Weeks For a Response,” Said No Merchant Ever

Learn how becoming a payment facilitator can improve a merchant’s experience and your revenue.

How to Improve HubSpot Sales Forecasting Quickly

InsightSquared

HubSpot users: Do you have confidence in your sales forecast? Are you prepared to make critical business decisions such as new headcount, market expansion or product development? . As B2B revenue leaders, you’re consistently looking for ways to predict the future with increased accuracy.

G2 Users Rank InsightSquared a Leader in Sales Analytics…Thank you??!

InsightSquared

The results are in and once again, InsightSquared is a Leader in G2’s Sales Analytics and Analytics Platforms categories. Showcasing the breadth of our 6 in 1, Revenue Intelligence Platform, we are also featured in the Conversation Intelligence, AI Sales Assistant and Sales Coaching categories.

Here’s to 2021: Accurate, Agile Sales Forecasting

InsightSquared

When it comes to sales forecasting , it’s a simple truth: if you can see what’s coming, you can prepare and react accordingly. In many cases, you can even change future results before they become foregone conclusions. .

5 Keys to a Revenue Intelligence Platform

InsightSquared

When you launch a product, there’s always a bit of hold your breath, wait and see. Sure you’ve tested it, but established relationships are much different from broad market availability.

The Difference Between Effectiveness and Efficiency Explained

InsightSquared

What is the difference between effectiveness and efficiency in sales? When it comes to B2B sales tools, efficiency is prioritized more so than effectiveness. But what do you gain by reps generating more meetings if they are all mediocre at best? Efficiency and effectiveness are both buzzwords popularly used by CEOs and Sales VPs to chart the course of their organization. They are also commonly misused and misinterpreted, not just in the lexicon of business-speak but in daily use.

How to Measure DevSecOps Progress and Ensure Success

Speaker: Shannon Lietz, Director of DevSecOps Team, Intuit

You've finally done it: You've won over C-Suite and your DevSecOps team is up and running. You feel ready to take on rising security threats while continuously delivering quality software updates. But how do you monitor your new program? Are you truly able to gauge the state of your projects? To ensure the success of this new breed of a team, you need to know the metrics to look at and how to advocate these metrics to C-Suite and stakeholders. Join Shannon Lietz, Leader and Director of DevsecOps at Intuit, and learn to lead your DevSecOps team to the top.

InsightSquared Brings its Revenue Intelligence Platform to HubSpot

InsightSquared

BOSTON — SEPT. 23, 2020 — InsightSquared today announced its Revenue Intelligence Platform is now in the HubSpot App Marketplace and available as one of the featured apps that help customers make HubSpot’s new Sales Hub Enterprise even more powerful. .

Behind the Scenes of a Major Product Launch: Keys to Success

InsightSquared

I’m James Davison, Chief Product Officer here at InsightSquared taking you behind the scenes of our Revenue Intelligence Platform launch. . Let’s start with the obvious. Product launches are HARD. There are a million details, months of work, huge investment in both capital and resources.

InsightSquared Unveils Industry’s Most Complete and Flexible Revenue Intelligence Platform, Now with Conversational Intelligence

InsightSquared

BOSTON — SEPT.

Top 14 Sales Skills Every Sales Rep Must Master

InsightSquared

The best sales teams consistently deliver for their organizations, plain and simple. It’s not just the effort of one or two rainmakers, but one of the entire team. This is no mistake, as the elite teams are relentless in their development of sales skills.

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The Complete Guide to SaaS Revenue Modeling

In today’s climate, it’s more important than ever for SaaS companies to build rock-solid financial models on which they can operate and make key business decisions. The teams at SaaSOptics and Burkland have teamed up to create a comprehensive guide to the most difficult aspect of financial modeling: revenue forecasting.

Sales Operations: The Guide They Never Gave You

InsightSquared

“What was your first job?”. It’s one of my favorite questions to ask a fellow professional in sales operations. Some of the answers include: Elementary school teacher. Recruiter. Pharmacy Tech. Insurance sales rep. Cosmetics consultant. Account Manager. Financial analyst. Why the wide range? Sales Operations is Still Developing. Sales operations as a profession is growing, yet it is a comparatively new function in businesses. I didn’t hear of sales ops until years after entering the workforce.

Sales 224

5 Key Psychological Biases That You Can Leverage to Drive Sales

InsightSquared

Our biases can make us do silly things. Our biases can also be leveraged to influence our decision-making. The best sales professionals and marketers understand how important it is to study human psychology and use that knowledge to create stories, messages and strategies that drive results. Psychological or cognitive biases are subjective perceptions that we fall back on as we process information.

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Using Buying Groups to Accelerate Your Sales Process

InsightSquared

Yet Another Marketing Buzzword? Every few years there is a new buzzword in B2B marketing. A few years ago it was “Inbound Marketing.” The inbound philosophy advocates publishing content through digital channels to entice qualified individuals to consume the content and enter the sales cycle. Then, there was “Account-Based Marketing.” The ABM approach advocates for targeting a predefined and limited set of companies and running campaigns to engage all individuals at these companies.

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10 Must-Haves for an Impactful Virtual Meeting

InsightSquared

Very quickly the world has been forced to communicate virtually. We are fortunate to be in constant communication with our coworkers, customers, and prospects using video sharing and other communication platforms. However, this practice, while not completely foreign, is not the norm for many businesses. There are certain hurdles to overcome if you want to keep your business running like a well-oiled machine. .

Are Your Embedded Analytics DevOps-Friendly?

Does your analytics solution work with your current tech stack and DevOps practices? If not, any update to the analytics could increase deployment complexity and become difficult to maintain. Learn the 5 elements of a DevOps-friendly embedded analytics solution.

Introduction to the Marketing Attribution Challenge

InsightSquared

One of the main responsibilities of your marketing team is determining which campaigns are the best campaigns. This is no small feet. Even with the seemingly infinite amount of data spilling from your Salesforce instance, even with the growing number of available marketing enablement technologies, marketers are struggling to prove out their revenue impact. .

1 Key SaaS Sales Metric to Fine-Tune Sales Productivity

InsightSquared

Sales is the Growth Engine. Sales is the engine driving SaaS company value. Top and bottom line performance are totally dependent on the sales organization and its performance. And sales expense is typically the largest expense item on a growth SaaS company’s income statement. When scaling the business, sales typically averages roughly 30% of revenue, so therefore sales spend is one of the biggest investments a company can make.

Marketing Attribution: Keep It Simple

InsightSquared

Marketing attribution is no buzzword. It’s a fundamental building block of achieving ROI. Sometimes seen as more art than science, it’s often given too little attention – or too much. When sales cycles are short, marketing attribution can be fairly straightforward. The higher the value of the contract, the longer the sales cycle and the more complex the marketing machine, the harder it becomes to know where marketing spend is achieving ROI.

Three Keys to Success in Sales: A BDR Perspective

InsightSquared

My transition into a BDR role at InsightSquared came shortly after spending my first few post-grad years gaining experience in a highly transactional, customer-facing sales role. If you’re late to the game like I was, life as a BDR is one hell of a grind. That’s not a gripe, either. It’s a fact. Believe it or not, the grind is the reason why I love my job. A career in sales isn’t for everyone, though. You have to want it, and you have to want it badly.

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The Five-Finger Approach to Onboarding

As a group who provides the software tools necessary to manage the contracts to cash process, Aysling onboards users and projects daily, and has learned some important tips if you want to be successful when onboarding new clients and/or projects.

Focus Your Board on Your MVC: Most Valuable Customer

InsightSquared

It’s a saying you hear a lot: Your most important customer is the one you already have. Yet, it bears repeating for two reasons. One, it’s true: it costs less to keep an existing customer than it does to acquire a new one. Two, it’s so easy to forget. . So, maybe you need more than platitudes to keep your sales team, your executive team and your board focused on your most valuable customers. You may need data, especially when communicating with your board.

How AI is Changing the Sales Process

InsightSquared

In 2019, artificial intelligence (AI) is prevalent in our everyday lives. Whether it be selecting a movie on Netflix, shopping on Amazon, or ordering an Uber, AI is powering many of the decisions we make on a daily basis. For sales professionals, AI is not only impacting your personal life, but it will soon influence your professional work too if it hasn’t already done so. Many of today’s forward-thinking companies have already begun using AI in their sales strategies.

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The New Forecast Flow

InsightSquared

Having an accurate sales forecast is critically important to the business. As these numbers roll up to the executive team and board members, many decisions are made from them including future investments, product launches, hiring and strategic planning. But the challenge remains: forecasting accurately is hard. There are many variables that contribute to the challenge of rolling up an accurate forecast on a consistent basis.

Predictable Ramp: It’s Not Just a Pipedream

InsightSquared

“How am I doing?”. Most sales reps are genuinely driven not by money, but by success. They are dying to know how they are doing. Regardless of their generation or experience, your reps want to know if they are on the right track to hit their goals. So, how do we do this? Because this is a huge topic, we are going to focus this blog specifically on ramping your reps. My goal is to provide you with a few ideas and best practices about how to make your onboarding program more focused on results.

Digital Trends Report 2020

As part of our goal to continue helping our community during these times, we wanted to share with you this critical data on the state of digital products across industries and provide context on how businesses are responding to the changing winds.

Creating a Culture of Accountability

InsightSquared

It is crucial to have a “clean” Salesforce instance, but it’s another daunting task to maintain it. Startups are built from the ground up and one of the major stepping stones is promoting an environment of accountability among your sales reps to properly input data and to follow sales best practices. If reps are not accurately updating opportunities properly (MANA, close dates, value, next step fields, etc) then the validity of your sales process diminishes.

The Critical Building Blocks of an Enterprise Sales Engine

InsightSquared

Many of you will at some point be faced with a board or executive team who want to get a slice of the juicy enterprise market after experiencing success in the mid-market. This article has some key takeaways on the pre-requisites for success from a sales org profile standpoint. I have assumed that your product is enterprise-ready and that you have determined relevance in this new segment. Having the Right People in Place.

Five Key Skills for Sales Ops Career Success

InsightSquared

If you’ve ever thought about becoming a lawyer, the path is pretty clear: Get a Bachelor’s degree. Take the LSAT. Earn your JD. Pass the bar. The process may not be easy, but at least it’s laid out. You know exactly what steps to take, including recommended classes and exam prep courses, in order to put yourself on a path to success. When I think about sales operations, there is no defined route to take.

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Human-First Sales: What Does it Mean For the SDR Role?

InsightSquared

In the 5+ years I’ve spent meeting modern sales leaders and working with SDRs within our network, I’ve learned from the front lines of 200+ SDR and sales teams about what’s really going on within the SDR function and how it could impact the role in the future. The good news is that there’s no consensus on what works and what doesn’t work, since every director, manager, and SDR for that matter thinks that they have the secret sauce of connecting with prospects.

Sales 202

5 Things a Data Scientist Can Do to Stay Current

DataRobot together with Snowflake – a leading cloud data platform provider — is helping data scientists stay current with the latest technology and data science best practices so that they can excel in an increasingly AI-driven workplace. Five Things a Data Scientist Can Do to Stay Current offers data scientists guidance for thriving in AI-driven enterprises.

Find Your Rev Ops Tribe: An Inside Look at Ramp 2019 from OpFocus

InsightSquared

I remember attending the first Ramp conference two years ago. Hosted at Fenway Park, InsightSquared put forth a bold vision—to organize the revenue operations event of the year. Standing in the Red Sox Dugout, peering across the field with a hundred fellow professionals in revenue operations, I felt like I found my tribe. This was a community who understood the power of alignment—that creating alignment across a company’s functional areas is the “master key” to unlocking exponential growth.

Quit Your Cold Email Strategy

InsightSquared

5 Ways to Improve CRM Adoption

InsightSquared

There’s nothing worse than making a huge purchase, taking the bow off, and then having it fall short of your expectations. Talk about buyer’s remorse. This is quite often the case with CRMs. The excitement generated throughout the sales cycle is quickly stymied once you realize that simply flipping the switch isn’t going to generate the massive ROI you anticipated because…. No one is actually using it!

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Pipeline Velocity: Why It Matters, How To Measure It and How It Helps

InsightSquared

Here in Boston, we love rowing. Every year thousands of us crowd around the Charles River to watch boats gracefully glide along the river as they race at the Head of the Charles Regatta. What most casual spectators don’t realize is all the components that go into making one of those rowing shells move as quickly down the river as possible (and it’s not nearly as graceful as it may look).

Testing at Every Stage of Development

Up to 80% of new products fail. The reality is harsh and the reasons why are endless. Perhaps the new product couldn’t oust a customer favorite. Maybe it looked great but was too hard to use. Or, despite being a superior product, the go-to-market strategy failed. There’s always a risk when building a new product, but you can hedge your bets by understanding exactly what your customers' expectations truly are at every step of the development process.