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About

Know exactly what drives your team’s success. From lead to opportunity, cross-sell to renewal, see how 10,000+ companies have reduced risk, unlocked upside and accelerated revenue growth. Automatically sync deal activity and engagement levels so you can truly analyze your sales process. Activity data is the number one indicator of sales outcomes. So we automate, connect and write-the full team’s activities back to your CRM. Discover exactly what activities your sales team has completed, the steps they missed, and how prospects responded, so you can drive more consistent, predictable results. Understanding what your top reps do differently has never been easier. Record, transcribe and analyze every customer call across the entire sales journey. Capture transcripts, keywords, trends, and talk time. Then combine conversation data with full-lifecycle activity capture and robust machine learning, to enrich every element of your business – forecasts, reporting, product roadmaps, and more.

About

Drive pipeline with 10+ intent data sources, AI, and automation. Scale prospecting, personalization, and engagement in one unified workflow. An all-in-one solution for warm outbound. Unify is an all-in-one platform designed to enhance the efficiency and creativity of revenue teams by automating go-to-market strategies. It integrates over ten intent data sources, artificial intelligence, and automation to streamline prospecting, personalization, and engagement workflows. Key features include "Plays," which are automated workflows for executing repeatable strategies; "Signals," which identify real-time buying intent; and "Sequences," enabling personalized multi-channel outreach. Unify's AI capabilities assist in researching leads and crafting personalized messaging at scale, while its managed deliverability ensures effective communication. Trusted by high-growth companies like Justworks, Lattice, and OpenPhone, Unify aims to empower sales, marketing, and growth teams.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Sales teams

Audience

Sales, marketing, and growth teams

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

$700/month
$700/month (billed annually)
$1000/month (billed monthly)
Free Version
Free Trial

Reviews/Ratings

Overall 5.0 / 5
ease 4.0 / 5
features 5.0 / 5
design 4.0 / 5
support 4.3 / 5

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Pros & Cons from Real Users

Pros

  • The best thing for me that InsightSquared offers is how it presents the information, it is highly visual, with elegant graphics, easy to understand, full of important information, and from which you can get critical background information, in addition to using them in conjunction with their filters, understanding the behaviors of our customers and representatives allows us to make the best decisions.
  • It is an incredible resource to measure the sales performance of our business; it is intuitive, easy to use, and integrates well with our CRM tool. It is a robust tool, provides varied functions and analytics to have a clear and real-time perception of our business in terms of sales effectiveness.
  • Excellent tool to collect data regarding sales, a tool that allows you to keep track of the averages and percentages relating to sales, facilitates you to carry out the process in a fast and productive way. Thanks to its helpful knowledge, it guarantees employees the opportunity to know their numbers and thus be able to make decisions that help improve their productivity.

Cons

  • It is not so intuitive to use; it has a learning curve that requires a good study of the software. The best thing to do is not be too ambitious as you start to adapt to the program, start giving basic information, understand how to use it, and give more detailed information.
  • Only its learning curve, being a software so loaded with functions, the familiarization with it usually takes a little more time. However, it is worth the time and energy to invest.
  • It has a high cost at the beginning of using the tool, which hinders organizations from incorporating it in their activities; the platform is not as effective as you expect it to be.

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

InsightSquared
Founded: 2010
United States
www.insightsquared.com

Company Information

Unify
Founded: 2023
United States
www.unifygtm.com

Alternatives

Alternatives

HubSpot CRM

HubSpot CRM

HubSpot
Apollo

Apollo

Apollo.io

Categories

Categories

Business Intelligence Features

Ad Hoc Reports
Benchmarking
Budgeting & Forecasting
Dashboard
Data Analysis
Key Performance Indicators
Natural Language Generation (NLG)
Performance Metrics
Predictive Analytics
Profitability Analysis
Strategic Planning
Trend / Problem Indicators
Visual Analytics

Data Visualization Features

Analytics
Content Management
Dashboard Creation
Filtered Views
OLAP
Relational Display
Simulation Models
Visual Discovery

Reporting Features

Customizable Dashboard
Data Source Connectors
Drag & Drop
Drill Down
Email Reports
Financial Reports
Forecasting
Marketing Reports
OLAP
Report Export
Sales Reports
Scheduled / Automated Reports

Integrations

Salesforce
Adobe Marketo Engage
Bullhorn
Clearbit
Desktop.com
G2 Buyer Intent
Google Tag Manager
HubSpot CRM
HubSpot Customer Platform
HubSpot Sales Hub
Kayako
LinkedIn Sales Navigator
Monk
OpenAI
QEval
Rivery
Segment
Slack
Zapier
Zendesk

Integrations

Salesforce
Adobe Marketo Engage
Bullhorn
Clearbit
Desktop.com
G2 Buyer Intent
Google Tag Manager
HubSpot CRM
HubSpot Customer Platform
HubSpot Sales Hub
Kayako
LinkedIn Sales Navigator
Monk
OpenAI
QEval
Rivery
Segment
Slack
Zapier
Zendesk
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Claim InsightSquared and update features and information
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