You’ve spent untold hours setting up your HubSpot SalesHub, customizing it with fields relevant to your business and your desired outcomes. Now the question is—are you getting the answers you need, or is the lack of flexibility holding you back? Your sales reports are suffering, but it doesn’t have to be that way!
Say Goodbye to Static, Inflexible Sales Reports
Your sales team is moving fast. Static, inflexible reports are no longer enough. Nod if this scenario sounds familiar. You want to look into progression or performance. You ask Ops to create a report. You wait a couple days and then, when you finally get it, the state of the deals have changed. You know that with every passing day, that report falls more out of date. Are you confident in what you need to deliver in that big meeting on Friday? Or how you plan to coach your reps?
You need the ability to:
- Answer questions in real-time, on the fly
- Drill into the detail—understanding the whys and hows
- Take action, before the situation changes
In short, what’s required is an increased level of flexibility that will allow you to do far more with your data than ever before.
That’s what we’re here for. InsightSquared’s HubSpot integration brings advanced analytics, forecasting, and much more to the HubSpot marketplace. With this integration, mid-market and enterprise customers can take their reporting to the next level and get even more value out of their HubSpot CRM.
Say goodbye to poor sales visibility! InsightSquared gives you unprecedented views and insights into every step of your sales process for a true, complete, and holistic view to ensure cross-functional collaboration. Rather than wasting time debating winning deals, or working on dead ones, you’ll know exactly where to focus coaching, inspections and resources.
Real-time filtering and flexibility means more answers, not more questions. Plus, with automated activity capture, your team is freed from data entry, so both data quality and productivity are improved. Take a deep breath, you can actually trust the data driving your decisions!
Drill Deep into Your Sales Reports
Simply put, the InsightSquared HubSpot integration shortens the distance between data and informed decisions for every business leader involved in generating revenue for your company.
Align your complete go-to-market team around a uniform view to maximize your results.
- Executive teams get high-level views into the state of their entire revenue organization to guide critical business decisions and ensure cross-functional collaboration. No more BYOD (bring your own data) where sales and marketing are arguing over metrics. Instead, everyone is working together, using common data, status and goals. Curious about how you got there? Drill deep into the individual activity level on any deal, all from the same dashboard. Each query is delivered with speed—processed using our data lake architecture, which makes it easy to capture and analyze massive amounts of data, regardless of structure.
- Managers can easily validate forecasts and conduct pipeline reviews. Inspect your team’s commit this quarter, utilizing machine learning to understand how a deal is trending compared to all the deals you’ve won and lost over the past several months, while also drilling in to inspect all the key data points from HubSpot, as well as activity enriched by InsightSquared such as the timeline of progression.
- Sales reps have a one-stop-shop to prioritize their day and week, leveraging machine learning to inform their understanding of contacts, companies, and deals. This not only improves productivity, but allows them to quickly focus on the right deals at the right times.
With a robust machine learning engine at its core, the InsightSquared revenue intelligence platform maps out exactly why and how wins occur, specific to your business. You can see how each individual action works hand-in-hand with other activities to bring in deals. Which reps are over-performing, which are underachieving, and who will benefit from coaching before a deal has withered on the vine. When you combine that data with deal attributes, persona engagement, and progression timelines, you and your team can adapt in time to change outcomes for the better.
Many tools deliver static outcomes or projections based on capacity and conversion rates. InsightSquared leverages machine learning to continuously analyze every step of your sales and revenue process. Our platform understands what creates risk and which actions create upside. It identifies activities that happened with any steps that were skipped. We use all that information to define what winning deals look like for your company.
Finally, you can go beyond quantitative metrics like sales cycle length and capacity to tie in qualitative analytics, such as pipeline health, campaign effectiveness, sales process effectiveness, activity profiles, and more. Make the most of your data without wasting time doubting its accuracy.
Scale Within the HubSpot Ecosystem
HubSpot enterprise customers are looking for partners to bring deep analytics, machine learning, and forecasting expertise to their revenue processes. They want apps to help them scale up within the HubSpot ecosystem, regardless of their growth stage. With the InsightSquared integration, you can confidently continue to grow with HubSpot—getting powerful next-level, flexible analytics.
- Improve performance with instant visibility into your key revenue performance metrics across your entire revenue team.
- Communicate trusted results to stakeholders in real-time. Walk into monthly business reviews and other executive sessions more confident than ever. Leave meetings knowing that you’ve provided informed analysis that will impact business results.
- Identify key indicators of success, showcase trends, identify gaps and strengths. Customize your reports based on what you want to see, and drill deeper into the data anytime you want.
- Increase win rates using Machine Learning to identify inflection points and shorten sales cycles at every stage.
- Scale best practices displayed by top performers to quickly elevate every rep’s performance.
To get even more out of your HubSpot SalesHub and the data your team is producing, visit https://offers.insightsquared.com/request-more-info-hubspot.html.