Account Intelligence

The InsightSquared Revenue Intelligence Platform's Account Intelligence provides consolidated information on your accounts from your CRM, email, calendars, help desk, website, and other apps your company uses each day.

View the "Last Touch Date", IS2's recommended actions, account alerts, all email activity, meetings, documents, key contacts, etc. Click to be taken directly to the content, regardless of where it lives, including websites and tools you’ve visited outside your organization.

• Search (1) - Search your CRM, email, calendars, help desk, website, etc. for all content related to an opportunity

• Engagement Map (2) - Bubbles get larger the more you communicate. Hover over a week to see the breakdown of communication type: email, meetings, calls, files sent, etc. Click on that week to view detailed information.  

• Opportunity Data (3) - Access a detailed view of all emails, meetings, research activity, etc. for an account.  Click on a specific result to be taken directly to the content, regardless of where it lives. 

• Details, Contacts, and Timeline (4) - See a quick view for the account, pulled directly from your systems. Find contacts, view executive sponsor engagement, account history, close date updates, stage changes, and more.   

• Instant Actions (5) - Instantly update an opportunity without leaving the IS2 Platform. For more information about Instant Actions go here.

If you run into any issues, please contact support.