April 15, 2022

Sales Insights: Understand Sales Better With Me

In this piece of content, we will get to know in-depth about Sales Insights. We all might have come across the term Sales insight before, but do we know what it means? Let's find out.

Contents

What is a Sale?

A sale is a transaction between two or more parties in which the buyer receives tangible or intangible goods, services, or assets in exchange for money. In some cases, other investments are paid to a seller.

In the financial markets, a sale can also refer to an agreement that a buyer and seller make regarding the price of a security.

Regardless of the context, a sale is essentially a contract between the buyer and the seller of the particular good or service in question.

What is Sales Insights?

Sales Insights helps Sales Representatives and Sales Managers better prioritize accounts for outreach by using data science to uncover signals of account engagement and provide account and contact insights directly to your sales org, right within Salesforce.

It aims to:

Turn the marketing-led activity into sales action by highlighting the engagement efforts from marketing programs to trigger sales outreach.

Drive more efficient sales outreach, using data science to eliminate the guesswork and integrate directly into existing sales team workflows in Salesforce

Personalize sales outreach with a better understanding of account and contact-level engagement activity

Drive more meetings with the right contacts and more opportunities opened with your target accounts

Marketing & Sales Insights

B2B companies that successfully apply commercial analytics are uncommon and more likely to achieve extraordinary success.

71% of consumers expect companies to deliver personalized interactions, and three quarters will switch if they don't like their experience.

How Sales Insights Works

View accounts spiking in website and ad engagement directly in Salesforce reports and dashboards.

Receive daily email alerts for sales teams and sales managers.

Enable sales to view additional contact-level insights for spiking accounts in the Premium Salesforce App experience.

Customize your Account Spike Salesforce reports based on your organization structure and business goals.

Features of Sales Insights

  • Account Spike Data: Use our data science model to reveal when accounts spike in website and ad activity for sales assigned and unassigned reports in Salesforce.
  • Salesforce Dashboards and Reports: Sync with the Salesforce app to visualize account spike data in an interface familiar to the sales team.
  • Salesforce Account Component: Uncover additional contact-level insights like which unique site visitors caused a spike in engagement and what specific actions led to the end.
  • Account Alerts: Take the experience outside of Salesforce through daily email alerts summarizing spiking account data for sales reps and managers.

Benefits of Sales Insights

Turn the marketing-led activity into sales action. Highlight the engagement efforts from marketing and trigger sales outreach.

Create more timely sales outreach.

Data-science models reveal when accounts are spiking in website and ad engagement activity prioritize accounts.

Personalize sales outreach for maximum impact. See where accounts and contacts within those accounts are spending their time on your site and create custom messaging based on their interests.

Closed meetings and opened opportunities faster. Engage accounts and contacts who have recently interacted with your brand to activate a sales cycle quickly.

Conclusion

Now that you know everything about sales, you are free to go and utilize this to grow.

And don't forget to inform me whether it was helpful or not! That's it for now!

No items found.

Shweta Gupta

Share Post:

Comments System WIDGET PACK

Start engaging with your users and clients today