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Feature Friday: Sales Insights for Leads, Opportunities and Accounts

Received Response
edited Jun 29, 2021 3:33PM in Sales 2 comments


New AI-driven Sales Insights for Leads and Opportunities analyze historical sales data to let managers and reps know which opportunities and leads need attention so they don’t stall. It labels leads and opportunities as Good, Average, or Needs Attention – so reps can optimize the time they spend on opportunity management and lead nurturing. Plus, these insights provide granular detail on what exactly is off, so reps can troubleshoot and course correct quickly.


Sales Insights for Accounts helps sellers draw more opportunity out of their territories by looking for “Lonely Accounts” –  accounts that are not actively engaged but that have potential for more revenue. Or, accounts that with open leads or opportunities at an account that aren’t receiving the right amount, type and frequency of engagement and attention.


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