InsightSquared

The InsightSquared Revenue Intelligence Platform

InsightSquared

Why Revenue Intelligence? Why Now? Quite possibly one of the most interesting years of our careers. Everything you thought you knew about managing your revenue operations was stamped with a giant question mark. In-person demos were canceled indefinitely. You became virtual sellers overnight.

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. .

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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

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BOSTON — SEPT.

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.

The Difference Between Effectiveness and Efficiency Explained

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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.

Sales Operations: The Guide They Never Gave You

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“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.

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5 Key Psychological Biases That You Can Leverage to Drive Sales

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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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10 Must-Haves for an Impactful Virtual Meeting

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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. .

Introduction to the Marketing Attribution Challenge

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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. .

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.

Using Buying Groups to Accelerate Your Sales Process

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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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Marketing Attribution: Keep It Simple

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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.

1 Key SaaS Sales Metric to Fine-Tune Sales Productivity

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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.

Three Keys to Success in Sales: A BDR Perspective

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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

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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

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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

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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.

Creating a Culture of Accountability

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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.

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.

The Formula For a Winning Sales Stack

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The modern sales stack has become a tangled mess. Every year, organizations add more tools to their stack in hopes of them improving their efficiency and effectiveness. Cost and complexity have continued to increase, but most organizations still find themselves lacking. In fact, almost half of B2B companies are experiencing difficulty with productivity and performance, according to The Bridge Group. Building the right sales stack shouldn’t be such a difficult endeavor.

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Predictable Ramp: It’s Not Just a Pipedream

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“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.

5 Signs Your Pipeline Reviews Are Failing

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Ugh, not another pipeline review! We all have those meetings we dread but are forced to sit through every week because it’s part of the process. Some of them are actually useless and can be removed from the calendar, while others carry immense value, but lack the structure and accountability to realize it. . As a team leader, you hold weekly or biweekly pipeline reviews with every rep to gauge the health of their active deals.

The Critical Building Blocks of an Enterprise Sales Engine

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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.

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.

5 Inspiring Women Leaders in Sales to Follow Today

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This International Women’s Day, we’d like to give a shoutout to women leaders in the tech industry, especially those in sales leadership positions. These women have been nominated by our own team, as people who inspire and empower us to strive, thrive and grow in our careers. Looking for sales leaders to follow for inspiration and best practices? Jill Konrath. Jill Konrath is one of the most recognized women in sales.

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Guided Selling Best Practices For Sales

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Sales rarely follows a linear path. As much as you prepare and strategize for every deal, things never seem to go exactly as planned. Fortunately, many sales teams are improving coaching and executing using the new Guided Selling technology. While the term is not new, Guided Selling has recently gained momentum in the B2B selling world due to its ability to adapt on demand and scale coaching across an entire sales team.

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Five Key Skills for Sales Ops Career Success

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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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Quit Your Cold Email Strategy

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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.

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

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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.

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

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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.

5 Ways to Improve CRM Adoption

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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

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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).

How Embedding AI-Powered Analytics Can Give You a Competitive Advantage

Embedding dashboards and reports aren’t enough. Futureproof your application by offering instant, actionable insights that will give you and your customers a competitive advantage.

Hitting the Forecasting Bullseye with Machine Learning

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Your forecast is just a number. People say this all the time, but it completely misses the mark. Just a number implies that your forecast holds no real value — no purpose behind it. If that’s the case, why do it at all? Why spend all the time and effort to arrive at a useless number? Because bottom line, both the initial number and the ability to meet or exceed it, absolutely do matter. . Forecasting is all about precision.

Outreach at Ramp 2019

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We’re excited to announce that Outreach , the #1 Sales Engagement Platform, is sponsoring Ramp 2019, the revenue ops event of the year! It really is a perfect match—Ramp is all about equipping revenue operations professionals with the foresight, skills, and connections required to become the strategic partner of today’s go-to-market teams demand.

Lucidchart Returns to Ramp 2019

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Lucidchart is thrilled to be returning as a platinum sponsor of the revenue ops event of the year, Ramp by Insightsquared ! Last year, VP of Sales Peter Chun led an interactive discussion with ops pros on the business, sales, and marketing sides of the house. We also spoke to many sales, ops, revenue, and marketing leaders who are looking for ways to see a more holistic picture of the accounts that reps are actively working.

How to Improve Sales Forecasting with AI

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Most companies miss the mark when it comes to sales forecasting — in more ways than you think. The chronic inaccuracy of sales forecasting is well-documented by SiriusDecisions , noting that nearly 80% of sales organizations miss their mark by more than 10%. In most cases, it comes down to three primary causes: 1) flawed forecast roll-up processes 2) Poor sales execution 3) Lack of accountability. Fortunately all of these can be addressed with AI-Driven Sales Forecasting. .

Why Distributed Tracing is Essential for Performance and Reliability

Speaker: Daniel "spoons" Spoonhower, CTO and Co-Founder at Lightstep

Many engineering organizations have now adopted microservices or other loosely coupled architectures, often alongside DevOps practices. Together these have enabled individual service teams to become more independent and, as a result, have boosted developer velocity. However, this increased velocity often comes at the cost of overall application performance or reliability. Worse, teams often don’t understand what’s affecting performance or reliability – or even who to ask to learn more. Distributed tracing was developed at organizations like Google and Twitter to address these problems and has also come a long way in the decade since then. By the end of this presentation, you’ll understand why distributed tracing is necessary and how it can bring performance and reliability back under control.