Prospecting Insight

Prospecting Insight is a powerful new prospecting tool that overlays your existing customers, prospect files and market data to create visibility into a 360 degree of your market. Your sales teams will have the ability to search across multiple criteria in up selling existing accounts while finding new customers. Using a new method of mapping products on top of prospects and existing customers, the rep can now sell the right products to new or existing customers.

  • Sales Teams
    will be able to easily locate the appropriate accounts to sell for both new business and upselling existing customers. Direct feeds available back to CRM systems.
  • Marketing 
    will be able to create on the fly market segmentation for the reps as well as generate mailing lists from the new data repositories and user interface
  • Sales Management
    will be able to more intelligently set up territories and goals for reps while having tools to manage progress.
  • Finance
    world class reporting financial systems to gain insights across your sales team’s organization all in one place.

Product Features

The user application is both simple and powerful. By using Insight Intelligence engine, users are able to filter the results quickly and see which products an account is a best prospect for and what they are currently buying.  Collaboration and sharing insightful content is a click away.

View Existing Purchases / Opportunity

Use common filters to select the list of accounts you wish to view. All of the information of what each prospect or customer is buying or listed as a bet prospect for is easily available.

All of the options are exposed to the user in a clear and understandable way. If a user wants to focus on accounts in a certain state or any other criteria or keyword search, it is just a click away.

Filters to Refine Scope

Filters are so easy to set. When clicked, the filter options opens a new window pop up allowing the user to search for whatever they want or just click on the items they wish to include.

The user has complete control to select complex search terms with the great “type ahead” feature. The user always knows what they have selected and their remaining options.

Custom / Prospect Details

Once created, previous searched can be saved and shared. Since all of the data on an account is consolidated from the many silos your organization, clicking on the prospect/customer presents a detailed view of all the information for that account.

Technology You Can Count On

Prospecting Insight is powered by the world class Insight Intelligence Engine. This engine can intake data from ANY raw source—from log files, customer files, and billing databases to CRM data—and normalize, tag and organize this typically hard-to-combine data in new and unique ways. The Intelligence Engine then ports this information, in real-time, into the SaaS-based Insight platform— providing multi-dimensional analysis, visualization, charting and deep analytics that makes Insight valuable to subscription businesses.

The cloud based big data technology architecture enables access to information that is fault tolerant, flexible and scalable. Using server clusters and scalable search tools, the application is very responsive and facilitates data discovery at the speed of thought. Access to data can be shared with other enterprise applications through the standard REST API while charts and dashboards can be shared in native form via JavaScript APIs. The architecture scales up from tens of millions to hundreds of millions of records.

About Advanced Insight

Advanced Insight, a SaaS-based business intelligence technology platform, which helps companies achieve greater profitability and revenue by unlocking hidden insight within data and information assets. The Insight technology leverages typically hard-to-combine data including log files, customer files, billing databases and CRM data to deliver unique multi-dimensional analysis and visualization for its customers. The company offers five real-time solutions: Enterprise Insight360, Sales Rep Insight, Prospecting Insight, Search Insight and Audience Insight360.