How We Work

Predict your pipeline, forecast future revenue, and uncover deal-breakers

It starts with your sales data

1️⃣ Audit

1-2 weeks

We’ll audit your existing pipeline, lead stages and qualification steps to ensure that your sales pipeline can be accurately reported on.

2️⃣ Cleanup

2-4 Weeks

Then we’ll clean up your historical record of deals. This ensures that your forecasts and reports are accurate.

3️⃣ Baseline

1-2 Weeks

Then you’ll get your baseline report that tells you what is going on in the business. We’ll find opportunities that are hidden and deal breakers to watch out for.

Get insights every week with a dashboard just like this. But you’re not alone.

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Your Analytical Sales Strategist keeps your team on track. They help keep your data clean and discover insights.

Our methodology contains a ton of insights, here is just a sample

Deal Wins

Improve Conversion Rate

See which deals are winning and losing and how your conversion rate is changing.

Deal Size

Grow Sales & Revenue

Ensure that your average deal size is increasing consistently leading to improved revenue and efficiency.

Deal Aging

Decrease Delay

See how long it is taking to close deals and if the team is getting slower and costing you conversions.

Deal Flow

Grow Leads

You can’t sell leads you don’t have. Ensure that deals are coming into the pipeline and ready to sell.

See all of the Insights →

When you need it, your strategic support is ready

Rory

CEO

I built Sales Insights to meet my clients needs of real time actionable analytics into their sales pipelines.

Mona

Client Strategy

I deliver growth and market strategy to clients to optimize their top of funnel activities.

Adam

Lead Generation

I deliver qualified appointments to help grow the sale’s teams funnel.

We have the services & partners ready

1️⃣

Increase leads

Channel Management

Content Writing, Ad Management, Lead Generation and more, we have channel partners for every business.

2️⃣

Keep it clean

CRM Administration

Keep your data clean and automate your sales workflows to make your team more efficient.

3️⃣

Improve your position

Branding

Our brand partners can help you improve the messaging of your company and marketing assets.

4️⃣

Increase Sales

Conversion Optimization

Improve the performance of the lead generation to get more deals into the sales team.

Ready to chat?

We love talking about sales strategies and business. Connect with us and tell us more about your unique situation.

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Request a strategy discussion →

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Sales Insights is a sales analytics and strategy firm that uncovers opportunities and deal-breakers for any sales team.

Sales Insights implements the ObjectiveSalesManagement.org OSM data model. Visit OSM to learn more.

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