The InsightSquared Revenue Intelligence Platform Actions™ change the way you work by proactively telling you what's next. You can automate steps that are commonly missed, or reinforce your sales process and methodology. For example, you might receive an action 10 days before close that says, "Complete New Customer ERP System's Form". Or, when you open a new opportunity, you might receive an action containing best practices for building your Champion.
The IS2 Platform comes preprogrammed with a robust library of default actions developed from best practices and machine learning. Add your own customized actions that work exactly the way your sales process does, or how you wish it did.
Best Practices for Actions
The IS2 Platform has collected a set of “Best Practices” for Actions from our network of customers. For more information please visit Best Practices for IS2 Actions.
If you run into any issues, please contact support.