InsightSquared

What InsightSquared does

InsightSquared is a Boston-based revenue intelligence software company founded in 2010 that provides AI-powered sales forecasting, pipeline management, and revenue analytics for B2B revenue operations teams. The platform is Salesforce-native and unifies several modules: AI Sales Forecasting with machine-learning-driven Confidence to Close and Ideal Customer Profile scores; Activity Capture that automatically records emails, meetings, and demos and writes them back to CRM; Conversation Intelligence that records, transcribes, and analyzes customer calls; Guided Selling with 120+ pre-configured next-best-action recommendations; Advanced Sales Math for sales cycle inflection-point analysis; RevOps Dashboards; and Interactive Reporting with 350+ pre-built templates. The company also offers vertical and ecosystem-specific solutions including Marketing Analytics, Customer Success Analytics, and a Bullhorn-native Staffing Analytics product, plus integrations with HubSpot, LinkedIn Sales Navigator, and RingLead's 31+ data enrichment partners.

The company sells primarily through enterprise field sales with consultative, demo-driven cycles, supported by CRM system integrator partners. Pricing is quote-based, annual subscription recurring revenue with multi-year auto-renewal contracts typical. The platform is targeted at CROs, Sales VPs, and RevOps leaders at mid-market and enterprise B2B organizations.

InsightSquared was venture-backed by Accomplice, Tola Capital, DFJ, Bessemer Venture Partners, NextView Ventures, and Salesforce.com, raising approximately $50M+ cumulatively including a $23M Series B in May 2018. The company acquired Olono in October 2019 to add real-time actionable intelligence capabilities. In January 2022, InsightSquared was acquired by Mediafly, with the brand folded into Mediafly's Revenue360 product. Leadership at the time of acquisition included CEO Todd Abbott (three decades of sales leadership experience), Founder and President Fred Shilmover (transitioned to advisor), and Chief Product Officer James Davison (Olono founder, joined Mediafly as SVP of Product).

Name

InsightSquared

Legal name

InsightSquared, Inc.

Website

https://insightsquared.com

Company type

Private

Founded year

2010

Operating status

Acquired

Headcount range

101–250 employees

Short description

InsightSquared is a Boston-based revenue intelligence platform founded in 2010 that provides AI-powered sales forecasting, pipeline analytics, and CRM activity capture for B2B revenue operations teams, primarily on Salesforce. Acquired by Mediafly in January 2022 and integrated into Mediafly's Revenue360 product.

Ownership category

akta.pro rank

Product category

Revenue Intelligence Software

NAICS

Software Publishers (513210), Computing Infrastructure Providers, Data Processing, Web Hosting, and Related Services (518210), Software Publishers (5132)

SIC

Services-Prepackaged Software (7372), Services-Computer Programming, Data Processing, Etc. (7370)

akta.pro primary industry

CRM Analytics, Revenue Intelligence & Forecasting (HDAEAFAI)

akta.pro secondary industries

Enterprise AI Data & Knowledge Platforms (Vector Databases, Knowledge Graphs) (HDAEANAH), Data & Analytics for CRM (Attribution, BI, Predictive) (BPAFAFAE), B2B SaaS & Enterprise Personalization (CRM, Sales, Support) (HDAAAGAJ)

Keywords

• Revenue intelligence software
• Sales forecasting analytics
• Pipeline management platform
• Conversation intelligence software
• CRM sales analytics

Headquarters

HQ city

Boston

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2B

Offering type

Software

Cost components

Personnel, Technology or R&D, Marketing or Sales, Operations, Infrastructure

Revenue model

1. SaaS Platform Subscription: Annual or multi-year subscription-based pricing for the revenue intelligence platform. Sold as enterprise licenses typically with CRM integration (Salesforce).
2. Bullhorn Staffing Platform: Specialized analytics solution for staffing and recruiting firms using Bullhorn CRM, offered as part of the platform suite.

Pricing tiers

Go-to-market motion2 records

Distribution channels2 records

Marketing channels6 records

Core offering

InsightSquared sells a Salesforce-native Revenue Intelligence Platform that combines AI-powered sales forecasting, automated CRM activity capture, conversation intelligence, guided selling, and 350+ pre-built reports and dashboards for B2B revenue operations, sales, marketing, and customer success teams. The platform is offered as an annual or multi-year SaaS subscription, with specialized packages for staffing firms using Bullhorn CRM, and is now distributed alongside parent company Mediafly's Revenue360 product following the January 2022 acquisition.

Product overview

InsightSquared offers a modular Revenue Intelligence Platform that combines AI-powered forecasting, activity capture, conversation intelligence, and analytics into a unified solution for revenue operations teams. The platform is built around a core Revenue Intelligence Platform with seven integrated modules: AI Sales Forecasting (using machine learning for predictive forecasting and Confidence to Close scoring), RevOps Dashboards (executive-level interactive dashboards), Interactive Reporting (350+ out-of-the-box reports), Activity Capture (automated CRM enrichment), Conversation Intelligence (call recording and transcription), Guided Selling (AI-powered coaching and next-best actions), and Advanced Sales Math (inflection point analysis). These modules are complemented by four solutions covering Sales Analytics, Marketing Analytics, Customer Success Analytics, and Staffing Analytics for Bullhorn. Following the January 2022 acquisition by Mediafly, InsightSquared's brand is being integrated into Mediafly's Revenue360 product, though the standalone InsightSquared platform remains operational.

Differentiator

Problem solved

Functional benefit

Products and services

• Revenue Intelligence Platform Core AI-powered revenue analytics and forecasting platform unifying activity capture, conversation intelligence, predictive analytics, and dashboards for sales, marketing, and customer success teams.
• AI Sales Forecasting Machine-learning-driven forecast submission and validation module that balances human inputs with ML models to validate forecasts, track changes, and provide Confidence to Close and Ideal Customer Profile scores.
• RevOps Dashboards Executive-level interactive dashboards providing real-time visibility into revenue metrics, KPIs, and performance across the entire revenue organization.
• Interactive Reporting Self-serve reporting module with 350+ out-of-the-box templates enabling drill-down analysis for 1:1s, pipeline reviews, account reviews, and QBRs.
• Activity Capture Automated CRM enrichment module that captures activity data from all revenue contributors including emails, meetings, and demos, and writes it back to the CRM without manual rep entry.
• Conversation Intelligence Call recording, transcription, and analysis module capturing transcripts, keywords, trends, and talk time from customer calls and meetings to enrich forecasts and coaching.
• Guided Selling AI-powered coaching module providing in-the-moment next-best-action guidance and best-practice prompts customized by rep, role, opportunity type, or stage via the Actions Engine.
• Advanced Sales Math Machine-learning analysis module that identifies sales-cycle inflection points, winning activity profiles, and conversion patterns to help managers coach toward improved win rates.
• Sales Analytics Real-time sales reporting solution providing win/loss analysis, pipeline management, and sales performance tracking across teams and individual reps.
• Marketing Analytics Marketing funnel analytics solution with demand management, campaign ROI tracking, and attribution reporting for marketing-sales alignment.
• Customer Success Analytics Retention and LTV analytics solution tracking churn risk, MRR/ARR, and upsell opportunities with automated customer health scoring.
• Staffing Analytics for Bullhorn Specialized analytics and activity reporting solution embedded within Bullhorn CRM, providing machine-learning insights to drive more placements and revenue for recruiting firms.
• Revenue360 (Mediafly) Combined revenue enablement and intelligence platform from Mediafly that incorporates InsightSquared's forecasting, conversation intelligence, and analytics capabilities following the January 2022 acquisition.

Quantifiable outcome

• 68% of companies miss their forecast by more than 10%
• +2 more outcomes

Named customers3 records

Segments5 records

Ideal customer profiles2 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration9 records

AI capability9 records

Feature8 records

Partnerships

Two partnerships are on record, tiered core.

• RingLeadcoreTechnology or Integration · 8 June 2021Strategic partnership providing customers a unified, accurate view into every prospect and customer. The integration combines InsightSquared's real-time Activity Capture and Analytics with RingLead's Data Orchestration and multi-vendor enrichment (31+ partners including ZoomInfo, Clearbit, Crunchbase, Dun & Bradstreet). Automatically identifies and enriches new contacts at the point of engagement throughout the customer lifecycle.
• LinkedIncoreTechnology or Integration · 11 October 2017InsightSquared partnered with LinkedIn and integrated with LinkedIn Sales Navigator to provide deep visibility into sales analytics. This integration enables revenue teams to understand engagement through LinkedIn Sales Navigator data.

Scale indicators3 records

Recent moves7 records

Expansion highlights6 records

Direct peers

• Clari: Clari is a direct competitor offering AI-powered revenue forecasting, pipeline management, and revenue intelligence for sales and RevOps teams, overlapping closely with InsightSquared's core forecasting and pipeline modules.
• Gong.io: Gong provides conversation intelligence and revenue intelligence for B2B sales teams, directly competing with InsightSquared's Conversation Intelligence module and increasingly its forecasting layer.
• BoostUp: BoostUp is a revenue intelligence and forecast accuracy platform for B2B sales organizations, competing head-to-head with InsightSquared's AI Sales Forecasting and pipeline analytics capabilities.
• Aviso: Aviso offers AI-driven revenue intelligence, forecasting, and pipeline analytics for enterprise sales teams, addressing the same CRO and RevOps buyer as InsightSquared.
• People.ai: People.ai is a revenue intelligence platform that automates activity capture, contact data, and AI-driven forecasting, overlapping significantly with InsightSquared's Activity Capture and forecasting modules.
• Salesloft: Salesloft (now combined with Drift) provides sales engagement and revenue intelligence for B2B teams, competing in adjacent forecasting and pipeline analytics workflows alongside InsightSquared.
• Outreach: Outreach is a sales engagement platform with growing revenue intelligence capabilities following its acquisition of Gong, competing with InsightSquared across pipeline management and conversation analytics.

Broad incumbents

• Salesforce (Tableau CRM / Einstein): Salesforce's Einstein and Tableau CRM offer native forecasting, conversation intelligence (Einstein Conversation Insights), and activity analytics within the Salesforce platform — a broad incumbent that overlaps with every InsightSquared module and is also a strategic investor.
• HubSpot: HubSpot's CRM and Operations Hub provide built-in reporting, dashboards, and forecasting for mid-market customers, representing a broad-incumbent alternative to InsightSquared's HubSpot-integrated offering.

Emerging players

• Mediafly: Mediafly is the parent company that acquired InsightSquared in January 2022 and bundles its capabilities into the Revenue360 platform; relevant as the combined revenue enablement + intelligence entity now housing InsightSquared.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xx.com/insightsquared
• Facebookfacebook.com/insightsquared
• LinkedInlinkedin.com/company/insightsquared

Compliance4 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles10 records

Subsidiaries1 record

Funding overview

Funding rounds6 records

Investors11 records

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A1 record

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about InsightSquared