Check out our schedule and watch recordings of previous sessions


Previous Sessions

Fall 2018 Product Update  play-button.png
A lot has changed at InsightSquared. This webinar will highlight what has changed, and what is on the roadmap for the future. Our Director of Product Marketing, Bei Wang, will be leading the session to chat about all the great new features InsightSquared is offering for our customers. Here are just some of the new products and features we'll be discussing:

- Marketing Analytics
- Reports Platform
- Employee Subgoals

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Grow Revenue in 100 Days or Less  play-button.png
It's important to constantly be evaluating your sales process. Even if you are just making small tweaks, these can have a large impact upstream. If you're not sure where to start, don't worry we have the webinar for you! We've partnered with the experts at Winning By Design, to bring you Grow Revenue in 100 Days or Less - a webinar next Wednesday, November 7th at 1:00pm ET.

In this webinar, we'll be chatting with Dominique Levin and Ryan Cahill from Winning By Design about:

- Small sales process changes that can have a big impact
- Examples where clients had gaps in their process and how they resolved them
- The importance of using data to prioritize which changes you should make first

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Hiring and Ramping to Win  play-button.png
Growing a sales team is hard. Hire, onboard and ramp the best in a scalable, repeatable way. Come for the strategy, stay for the tactics. Key takeaways include:

- Develop a hiring process for context, capability and diversity
- Determine who and how to engage as you tie onboarding to hiring (understand quickly if you are hiring the right people)
- Build an onboarding program that supports the efficient ramp of your sales team
- Create certification that delivers leading indicators that predict outcomes

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Using Data to Hit Your 2019 Targets  play-button.png
As we’re wrapping up Q3 and beginning Q4 most sales leaders are already thinking of 2019 targets and forecasts. If you’re like most, your first thought is “can I actually hit this number?”

Don't panic, we have the solution. In this webinar we’ll be talking with Joe Caprio, Vice President of Sales at Chorus.ai to discuss:
- How he uses InsightSquared to analyze the historical performance of his team
- How 2018 performance data can be used to set realistic sales targets for 2019
- How data can be used to arrive at the headcount needed to achieve the said target

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Forecasting with InsightSquared  play-button.png
Forecasting is one of the most important aspects of running a sales organization, but doing it correctly can be baffling. All too often forecasts are wildly inaccurate and based on false assumptions about your team's metrics. At InsightSquared we've developed a portfolio approach to forecasting with a variety of reports that can help you narrow in on your number.

In this session we'll cover:

- The different forecasting reports that InsightSquared offers and what types of businesses should be using each
- How to coach your team to be accurate with their forecasts earlier in the month
- Present you with a forecasting dashboard that your team can utilize right away to get accurate numbers faster

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Coaching Your Reps with InsightSquared  play-button.png
We constantly hear that managers and reps 1:1's are too tactical.  Too focused on the next deal or opportunity that needs work.  Between discussing all of these deal points there's rarely time to have an honest coaching discussion that teaches reps how to better evaluate and push deals across the finish line.  If you feel like your team falls into this trap, you're not alone! In this session we'll cover:  

- How to hold an effective coaching discussion with your rep(s)  
- Discuss the cadence for these sessions, the format, and who should be included  
- Provide you with a dashboard that you can use to quickly identify the areas that your team is struggling with so you can have a focused coaching discussion that gets real results

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Shortening Your Sales Cycle  play-button.png
Are you having trouble getting your sales team to move deals through your process fast enough. Does it feel like deals are being lost at different stages and you aren't sure why? Do you have a clear picture of what a winning deal looks like vs a losing deal? If you answered "no" to any of these questions than this webinar is for you. Join our Sr. Director of Sales, Randy DeHaan to understand how he manages his team's sales cycle and finds ways to make improvements through coaching and process changes. We'll also explore the InsightSquared dashboard that Randy uses to do this and share it with you following the training.

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Running a 1:1 with InsightSquared  play-button.png
Do you feel like you're not getting enough out of the 1:1's that you're having with your reps? Does it feel like you're always focused on making sure the next deal is going to close, and never getting to focus on actual rep development? Do you have trouble identifying the behaviors that your reps are having trouble with? Then this is the webinar for you. In this session we'll focus on:

- Using data to have an informed discussion with your rep during their 1:1
- Helping to identify deals that are at risk, before they become lost causes
- Show you an InsightSquared dashboard that will make running your 1:1 a breeze

If you're ready to take the next step and develop your sales team into a team of rockstars then this session is for you!

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Introduction to InsightSquared: Reports & Dashboards  play-button.png
Whether you're new to InsightSquared reporting or you could use a refresher on the finer points of dashboard-building, a bit of training is always helpful. Join us for a webinar that will help you go from being a novice to being a reporting rockstar! Bring your questions and invite your team members for an Intro to InsightSquared: Reports & Dashboards.

In this webinar we'll cover:
- Accessing InsightSquared
- Using and manipulating reports
- Building and customizing dashboards
- In product resources

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Introduction to Pipeline Managment play-button.png
At InsightSquared we know how difficult it can be to understand your pipeline. Between processes that aren't working and reps not entering data correctly, the issues can seem insurmountable. But with this webinar, our team will walk you through some steps to get started on analyzing the current state of your pipeline and direct you on actions you can take to better manage it going forward.

In this session we'll cover:

- Pipeline Management
- Key metrics to understand your pipeline
- Doing a deep dive on your existing pipeline to determine any glaring issues
- Give you a sneak peek of our new dashboard templates to help you better manage your pipeline going forward

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Q2 2018 Product Updates play-button.png
A lot has changed with InsightSquared over the last quarter. This webinar will highlight what has changed, and what is on the roadmap for the future. Our Director of Product, Ehren Foss, will be leading the session to chat about all the great new features InsightSquared is offering for our customers. We hope to see you there!

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Introduction to Managing Salesforce.com play-button.png
Learn from our expert how to utilize different objects in Salesforce.com.  Get an overview of different marketing methods and best practices for converting leads to opportunities.

In this session we'll cover:
- Marketing and sales process methodology
- Utilizing the Lead object
- Utilizing the Contact object
- Utilizing the Account object
- Utilizing the Opportunity object

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