Insightee

Service and method for sales insights

ensuring smarter B2B sales and higher client retention

We turn your business data into deep insights for you and smart recommendations for your salespeople.

  • Salespeople will improve client relationships
  • Clients will order more frequently and more often
  • Your retention and sales will increase

The customer used to be loyal,
but hasn't ordered in a while...

Sometimes the sales department is so busy that it doesn’t always catch major changes among clients…

No reordering
Customer churn detection

Insightee detects this

by continuously analyzing all sales data.

The Insightee sends the salesperson a message

telling them to contact the client and why.

It clarifies to the salesperson what is going on with the client, what the implications are and what is appropriate to do in the situation.

Actionable sales insights
Salesperson calling

The salesperson talks to the client,

communicates with the client in a relevant way, because in Insightee he/she can see the previous course and dynamics of the client’s life cycle.

In the most powerful version of the tool, the salesperson can also see the recommended products that are most likely to be ordered by that client.

The client is happy that the salesperson is talking to him at the right time, understands him and speaks to the point.

The client re-orders,

loyalty is restored and sales are retained.

Customer loyalty

...and such typical "key moments"
Insightee automatically recognizes more than 40...

for companies from different industries

1) AUTOMOTIVE: 65% B2B Revenue Increase Read more >>

2) ECOMMERCE: +75% Average Order Value Read more >>

3) GAMING: Tripled revenue from customer acquisition Read more >>

4) MARKETPLACE: How we made buyers and sellers on CGTrader trade more Read more >>

5) FASHION: +85% Conversion Increase Read more >>

Take a look at a quick video of how the service works.

How the data is processed

  • We connect to any ERP or CRM system or other data source. It is easy for us.
  • SAP, ABRA, Helios, possibly Raynet, Salesforce, Pipedrive or database or Excel, etc. – no problem.
  • Updating, processing and analyzing data is done automatically overnight. You have fresh insights in the morning.
  • We tailor the segments to your sales cycle.
  • Any gaps in the quality and consistency of your data are picked up and treated.

Where the possibilities of ERP, CRM and reporting end,
there Insightee begins.

Insightee service on mobile and tablet

You’ll see revenue, predicted churn risk and other business metrics in many contexts, from different angles.

  • You can easily see who your strategic customers, important products and key salespeople are.
  • You’ll know your typical customer segments and know what to do with them.
  • You will discover which combinations of products, salespeople or time between orders are associated with an unusually high risk of customer loss.
  • You’ll see and quickly catch up on revenue from missed orders.
  • You’ll easily compare the assortments that more loyal customers buy against clients’ favorites with increased risk.

Choose the depth of analysis and range of use:

1. Management
B2B dashboard

Basic version for smaller businesses

In-depth, multidimensional analysis of B2B business. Sales indicators in different aspects and contexts. Flexible exploration of B2B business from different perspectives.

Behavioral customer segmentation

Detection of strategic customers, products and salespeople

Key metrics affecting customer retention and churn risk

Easy exploration of current sales dynamics and vulnerabilities

Detection of currently missed orders and sales due to irregularities in purchasing behavior

Automatic continuous data updates

PRICE: € 1 000 per month for 3 users

  • Better overview of the company than ever before
  • Independent view of the business through data
  • Faster and smarter decision making
  • Instant access to key information
  • Insight into your business’s strengths and weaknesses
  • Connections between customers, products and salespeople

2. Actionable dashboards
and smart recommendations

Medium version for most businesses

Extended range of key sales metrics

Detailed analysis of salespeople and managers’ customer portfolios

Dynamics and key changes in customer lifecycles

Ongoing recommendations for salespeople as client behavior changes

Clear description of the situation when a specific client behavior change occurs. An assessment of the prediction and expectation of client retention trends. Brief recommendations for a specific approach to a given client.

Customer story as an illustrative basis for targeted contact with the client.

In-depth, multidimensional analysis of B2B business. Sales indicators in different aspects and contexts. Flexible exploration of B2B business from different perspectives.

Behavioral customer segmentation

Detection of strategic customers, products and salespeople

Key metrics affecting customer retention and churn risk

Easy exploration of current sales dynamics and vulnerabilities

Detection of currently missed orders and sales due to irregularities in purchasing behavior

Automatic continuous data updates

PRICE: € 2 000 per month for 5 users

  • Increased customer retention
  • Shorter time between orders
  • Fewer lost customers
  • Client problems caught early
  • Better prepared salespeople
  • More accurate communication with clients

3. Dashboards, recommendations and predictions

The most powerful version for top businesses

Tailored prediction of individual client exit risk. Individual risk reflected in all dashboards and recommendations.

Custom-built model recommending individual products for individual clients. Customer stories with recommended products for highest probability of ordering.

Dashboards enhanced with seasonality analysis of sales

Adding your own criteria for even more accurate and concise sales analysis

Customer profiles enriched with calculated segments, metrics and information ready for unlimited synchronization to your systems

Extended range of key sales metrics

Detailed analysis of salespeople and managers’ customer portfolios

Dynamics and key changes in customer lifecycles

Ongoing recommendations for salespeople as client behavior changes

Clear description of the situation when a specific client behavior change occurs. An assessment of the prediction and expectation of client retention trends. Brief recommendations for a specific approach to a given client.

Customer story as an illustrative basis for targeted contact with the client.

In-depth, multidimensional analysis of B2B business. Sales indicators in different aspects and contexts. Flexible exploration of B2B business from different perspectives.

Behavioral customer segmentation

Detection of strategic customers, products and salespeople

Key metrics affecting customer retention and churn risk

Easy exploration of current sales dynamics and vulnerabilities

Detection of currently missed orders and sales due to irregularities in purchasing behavior

Automatic continuous data updates

PRICE: € 3 000 per month for 10 users

  • Maximum customer retention
  • Maximizing the power of your data
  • Seasonal influences captured and leveraged
  • Maximum consistent and responsive client care
  • Enriched client profiles for your systems
  • Significant increase in revenue and profit

Testimonials

Contact us, we will show you a demo