Name: InsightGuru
Author: IRD Group

Help Desk

Web and Video Conferencing

Customer Support

Business Intelligence (BI)

Collaboration

Data Discovery and Visualization

Document Management

Enhanced 911 (E911)

File Sharing

Risk Management

Statistical Analysis

Enterprise

Accounting

Invoicing

Subscription Management

Finance and Accounting

Applicant Tracking

Corporate Learning Management

Diversity, Equity, and Inclusion (DEI)

HR Management

Payroll

Recruitment Agency

Recruitment Automation

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

Cloud Storage

Data Lakehouse

Data Mapping

Firewall Security Management

Fraud Detection

IP Address Management (IPAM)

In-Memory Databases

Incident Response

Infrastructure-as-Code (IaC)

Integration Platform as a Service (iPaaS)

Log Management

Managed IT Service

Network Performance Monitoring

Password Management System

Release Management

SOA Application Gateways

Web Portal

WiFi Hotspot

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Appointment Scheduling

Audio Editing

Content Management

Customer Reference Management

Email Marketing

Email Testing

Marketing Automation

Product Sampling

Retail Media Advertising

Social Media Management

Social Media Marketing

Survey & Forms Building

Web Analytics

Marketing

Field Service Management

Project Management

Professional Services

Customer Relationship Management (CRM)

Lead Generation Services

Lead-to-Account Matching and Routing

Multichannel Retail

Sales Coaching

Sales Gamification

Social Commerce

Sales

Architecture

InsurTech

Laboratory Information Management

Legal Billing

OSS/BSS (Operations Support/Business Support)

Oil and Gas

Real Estate

Vertical-Specific

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Professional

Team

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Basic

Organization

InsightGuru

Sales intelligence (SI) refers to technologies, applications and practices for the collection, integration, analysis, and presentation of information to help salespeople keep up to date with clients, prospect data and drive business.

Sales Intelligence

IRD Group

Prospecting

Features related to generating leads and finding new contacts.

Advanced search

Users can search for prospects using advanced search logic and multiple criteria, across multiple platforms/databases.

Web browser extension

Allows users to search across the internet to find and capture new leads using a web browser extension.

Identification of new leads

Helps source leads at an acceptable rate, volume, and quality.

List quality

Lists generated by the tool are typically high quality.

Email contacts

Generates email contact information for leads.

Direct dial contacts

Generates direct dial contact information for leads.

List upload/download

Lists can be easily and quickly uploaded or downloaded from the platform.

Ideal customer targeting

Includes capabilities for determining ideal customer characteristics and targeting new prospects that match the ideal customer profile; this capability is automatic or semi-automatic.

LinkedIn integration

Data.com integration

Load time/data access

Provides fast and consistent access to lists and leads.

Reverse IP lookup

Allows users to identify unknown web visitors using reverse IP lookup; because they have expressed interest, newly identified visitors are considered prospects.

Sales Intelligence Data Standards

How well does the contact, company, and industry information provided by the SI tool meet the user’s needs? Is the availability and quality of data satisfactory?

Contact information

Information about individual contacts is available and high quality.

Industry information

Information about industries and markets is available and high quality.

Data Augmentation & Lead Qualification

Features around contact data management and lead intelligence.

Lead qualification process

Helps sales reps focus on the most promising leads (likely to convert) by ranking leads according to various rules and criteria. SI tools may take a semi-automatic, automatic, or self-scoring approach.

Smart lists and recommendations

Automatically segments and qualifies leads into dynamic smart lists; more advanced tools can make recommendations not only about which leads to follow up on, but when to follow up or with what material. Actionable intelligence.

Salesforce integration

Integrates with the Salesforce.com CRM platform.

Company/business profiles

Provides account-level information, including firmographics, business objectives, industry information, similar companies, and contact information for key decision-makers and influencers at a company. Gives sales reps context so they can deliver tailored sales pitches.

News updates

Tracks news related to accounts and contacts, such as acquisitions, market expansions, changes to leadership, etc.; adds relevant news updates to contact and/or company profiles.

Web traffic insights

Provides analytic insight around website interaction (aka behavioral or intent data). This may affect lead scoring and prioritization.

Prospect tracking/following

Allows users to “follow” particular leads or accounts, subscribing to receive updates on external events and changes to their position within the pipeline.

Alerts and reminders

Sends sales teams alerts/reminders about key happenings, opportunities, and recommended actions to take with leads.

Data hygiene

Helps users maintain clean lists and records, including duplicate management.

Automatic data refresh

Contact and company data are automatically kept up to date.

Filters and segmentation

Allows users to filter contacts and segment leads to explore data and create lists.

Notes

Allows users to attach notes to contact and company records.

Salesforce opportunity creation

Allows users to easily create an opportunity in Salesforce from within the SI tool.

Ability to append contact, lead, and account level data

Users can append records at the contact, lead, and/or account level.

Sales Intelligence Email Features

Features that support sending emails to leads, especially initial emails to a list of prospects. May gather additional sales intelligence based on email engagement, adding additional info to the contact record and/or contributing to lead prioritization.

Automated initial emails

Initial emails can be triggered to send to leads automatically.

Sales email templates

Users can create and share templates for emailing leads. May also include template testing capabilities, or other analytics that will recommend a template for a particular lead.

Sales landing pages

Users can create landing pages and link to landing pages in sales emails.

Engagement tracking

Allows users to track audience engagement with emails.

Append emails to records

Allows users to selectively or automatically append email threads and attachments to leads/contact records.

Gmail integration

Exchange integration

Integrates with Microsoft Exchange (Outlook).

Marketing automation integration

Integrates with a marketing automation system.

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InsightGuru

Overview

What is InsightGuru?