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What is InsightSquared?

Develop a comprehensive understanding of the elements that drive your team's success. By monitoring the progression from lead to opportunity and from cross-selling to renewals, over 10,000 businesses have effectively mitigated risks, explored new growth pathways, and expedited their revenue generation. Seamlessly align deal activities and engagement metrics to obtain a holistic perspective of your sales operations. It is essential to understand that the data surrounding activities is a key indicator of sales effectiveness. Our platform automates, integrates, and records all team actions directly within your CRM system. Discover the specific measures your sales representatives have undertaken, pinpoint any overlooked steps, and evaluate the responses from prospects, empowering you to achieve more consistent and predictable results. Understanding the unique strategies of your top achievers has never been easier. Document, transcribe, and analyze every customer interaction throughout the sales journey. Gather insightful transcripts, significant phrases, trends, and durations of conversations. By integrating conversation analytics with detailed activity monitoring and sophisticated machine learning, you can refine all dimensions of your business, including forecasts, reporting, product development initiatives, and beyond, ultimately fostering long-term success. This in-depth strategy not only prepares you to navigate evolving market dynamics but also ensures the continuous enhancement of your team's effectiveness. Furthermore, this ongoing improvement will enable your organization to remain competitive and responsive to future challenges.

What is Clickbase BI?

ClickBase empowers your team to improve their decision-making abilities. As fresh challenges and opportunities emerge rapidly and often differ from previous experiences, the business intelligence offered by ClickBase equips you to effectively address any issues presented by the market, your customers, or shifts in the economy. With ClickBase, you can easily perform in-depth comparisons of your sales results, whether on a daily or monthly basis, while also examining various facets of your operations. This tool provides invaluable insights into where expenses are incurred, who is accountable, and when they happen, helping you ensure accurate allocations in your monthly departmental reports. You can keep track of inventory levels, pending orders, and sales patterns among individual representatives, specific regions, or by SKU, which simplifies the identification of any discrepancies that might impact your financial outcomes. Importantly, this version of ClickBase offers no default reports, giving you the freedom to connect with any data source to create customized reports and conduct thorough data analyses. Its flexible features not only streamline data exploration but also enable organizations to respond proactively to the constantly evolving market landscape. By leveraging ClickBase, teams can foster a culture of data-driven decision-making that enhances overall organizational effectiveness.

Media

Media

Integrations Supported

Bullhorn
Datawarehouse.io
Desktop.com
Kayako
LinkedIn Sales Navigator
Marketo
Rivery
Salesforce
Zendesk

Integrations Supported

Bullhorn
Datawarehouse.io
Desktop.com
Kayako
LinkedIn Sales Navigator
Marketo
Rivery
Salesforce
Zendesk

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

$9,000 one-time payment
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

InsightSquared

Date Founded

2010

Company Location

United States

Company Website

www.insightsquared.com

Company Facts

Organization Name

Clickbase

Date Founded

1997

Company Location

United States

Company Website

www.clickbase.com

Categories and Features

Business Intelligence

Ad Hoc Reports
Benchmarking
Budgeting & Forecasting
Dashboard
Data Analysis
Key Performance Indicators
Natural Language Generation (NLG)
Performance Metrics
Predictive Analytics
Profitability Analysis
Strategic Planning
Trend / Problem Indicators
Visual Analytics

Conversation Intelligence

AI Insights
Account Health Alerts
Call Analytics
Call Recording
Call Recording Cloud Storage
Call Snippets
Call Transcription
Call/Meeting Sharing
Sales Coaching
Topic Tags
Topic-Based Analytics
Video Conferencing Analytics
Win/Loss Analysis

Data Visualization

Analytics
Content Management
Dashboard Creation
Filtered Views
OLAP
Relational Display
Simulation Models
Visual Discovery

Reporting

Customizable Dashboard
Data Source Connectors
Drag & Drop
Drill Down
Email Reports
Financial Reports
Forecasting
Marketing Reports
OLAP
Report Export
Sales Reports
Scheduled / Automated Reports

Revenue Intelligence

Actionable Insights
Alerts / Notifications
CRM Interactions
Call Scoring
Conversation Intelligence
Dashboard
Email/Message Interactions
Market Intelligence
Phone Call Interactions
Pipeline Visibility
Sales Coaching
Video Call Interactions

Revenue Management

Competitor Analysis
Dynamic Pricing
For Airlines
For Hospitality Industry
Forecasting
Inventory Control
Price Optimization
Recommendation Engine
Yield Management

Revenue Operations

AI Insights
Account Health Dashboard
Automatic CRM Updates
Contact / Activity Tracking
RevOps Automation
Revenue Dashboard
Revenue Intelligence / Reporting
Sales Analytics
Sales Forecasting
Third-Party Data Aggregation

Sales Analytics

Collaboration Tools
Dashboards
Forecasting Analytics
Ideal Customer Profile (ICP)
Lead Analytics
Pipeline Management
Predictive Forecasting
Predictive Lead Scoring
Sales Intelligence Reporting

Sales Tracking

Activity Dashboard
Alerts / Notifications
Appointment Scheduling
Call Logging
Comments / Notes
Custom Reports
Document Management
Email Templates
Interaction Tracking
Lead Management
Lead Scoring
Pipeline Management
Reporting / Analytics
Task Management

Categories and Features

Business Intelligence

Ad Hoc Reports
Benchmarking
Budgeting & Forecasting
Dashboard
Data Analysis
Key Performance Indicators
Natural Language Generation (NLG)
Performance Metrics
Predictive Analytics
Profitability Analysis
Strategic Planning
Trend / Problem Indicators
Visual Analytics

Sales Analytics

Collaboration Tools
Dashboards
Forecasting Analytics
Ideal Customer Profile (ICP)
Lead Analytics
Pipeline Management
Predictive Forecasting
Predictive Lead Scoring
Sales Intelligence Reporting

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